HomeMy WebLinkAbout2008/03/11 Agenda Packet
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CllY OF
CHUlA VISfA
Cheryl Cox, Mayor
Rudy Ramirez, Councilmember David R. Garcia, City Manager
John McCann, Councilmember Ann Moore, City Attorney
Jerry R. Rindone, Councilmember Donna Norris, Interim City Clerk
Steve Castaneda, Councilmember
March 11, 2008
6:00P.M.
Council Chambers
City Hall
276 Fourth Avenue
CALL TO ORDER
ROLL CALL: Councihnembers Castaneda, McCann, Ramirez, Rindone, and Mayor Cox
PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE
SPECIAL ORDERS OF THE DAY
. OATHS OF OFFICE
Albert Sides to the Board of Appeals and Advisors
. PRESENTATION BY CONSERVATION AND ENVIRONMENTAL SERVICES
DIRECTOR MEACHAM ON THE STATUS OF THE BA YFRONT ENERGY
INFRASTRUCTURE
CONSENT CALENDAR
(Items 1 through 4)
The Council will enact the Consent Calendar staff recommendations by one motion,
without discussion, unless a Councilmember, a member of the public, or staff requests
that an item be removed for discussion. If you wish to speak on one of these items, please
fill out a "Request to Speak" form (available in the lobby) and submit it to the City Clerk
prior to the meeting. Items pulled from the Consent Calendar will be discussed
immediately following the Consent Calendar.
1. APPROVAL OF MINUTES of February 19, 2008.
Staff recommendation: Council approve the minutes.
Page 1 - Council Agenda
htto:/ /www.chulavistaca.gov
March 11, 2008
2. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHULA VISTA
MUNICIPAL CODE CHAPTER 8.25 - "RECYCLING", TO IMPLEMENT A
CONSTRUCTION AND DEMOLITION DEBRIS RECYCLING PROGRAM
(SECOND READING AND ADOPTION)
This ordinance is one component of the City of Chula Vista's Assembly Bill 939
Integrated Waste Management Plan to divert material from the landfill - converting
waste to a resource. Adoption of the ordinance addresses the declining waste diversion
by creating a program to recycle construction and demolition materials. This ordinance
was introduced on March 4, 2008. (Public Works Director)
Staff recommendation: Council adopt the ordinance.
3. A. ORDINANCE OF THE CITY OF CHULA VISTA ACCEPTING THE WESTERN
TRANSPORTATION DEVELOPMENT IMPACT FEE REPORT PREPARED BY
STAFF AND ESTABLISHING A WESTERN TRANSPORTATION DEVELOPMENT
IMPACT FEE PROGRAM TO MITIGATE TRANSPORTATION IMPACTS WITHIN
WESTERN CHULA VISTA EXCLUDING PROJECTS - I-5-l7, STM-361, RAS-15,
BP-5, I-805, RAS-17, BP-4, BP-2, AND OR-4 (SECOND READING AND
ADOPTION)
B. ORDINANCE OF THE CITY OF CHULA VISTA DEVELOPMENT IMPACT FEE
REPORT PREPARED BY STAFF AND ESTABLISHING A WESTERN
TRANSPORTATION DEVELOPMENT IMPACT FEE PROGRAM TO MITIGATE
TRANSPORTATION IMPACTS WITHIN WESTERN CHULA VISTA INCLUDING
PROJECTS - I-5-l7, STM-361, RAS-15, BP-5 (SECOND READING AND
ADOPTION)
C. ORDINANCE OF THE CITY OF CHULA VISTA ACCEPTING THE WESTERN
TRANSPORTATION DEVELOPMENT IMPACT FEE REPORT PREPARED BY
STAFF AND ESTABLISHING A WESTERN TRANSPORTATION DEVELOPMENT
IMPACT FEE PROGRAM TO MITIGATE TRANSPORTATION IMPACTS WITHIN
WESTERN CHULA VISTA INCLUDING PROJECTS - I-805-2, RAS-17, BP-4
(SECOND READING AND ADOPTION)
D. ORDINANCE OF THE CITY OF CHULA VISTA ACCEPTING THE WESTERN
TRANSPORTATION DEVELOPMENT IMPACT FEE REPORT PREPARED BY
STAFF AND ESTABLISHING A WESTERN TRANSPORTATION DEVELOPMENT
IMPACT FEE PROGRAM TO MITIGATE TRANSPORTATION IMPACTS WITHIN
WESTERN CHULA VISTA INCLUDING PROJECT BP-2 (SECOND READING
AND ADOPTION)
E. ORDINANCE OF THE CITY OF CHULA VISTA ACCEPTING THE WESTERN
TRANSPORTATION DEVELOPMENT IMPACT FEE REPORT PREPARED BY
STAFF AND ESTABLISHING A WESTERN TRANSPORTATION DEVELOPMENT
IMPACT FEE PROGRAM TO MITIGATE TRANSPORTATION IMPACTS WITHIN
WESTERN CHULA VISTA INCLUDING PROJECT OR-4 (SECOND READING
AND ADOPTION)
Page 2 - Council Agenda
htto://www.chulavistaca.gov
March 11, 2008
Adoption of the ordinances establishes a Western Transportation Development hnpact
Fee program for Western Chula Vista to provide for future transportation facilities needs
and adequately mitigate impacts created by new development. These ordinances were
introduced on March 4, 2008. (Engineering and General Services Director)
Staff recommendation: Council adopt the ordinances.
4. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA
ACCEPTING THE DISADVANTAGED BUSINESS ENTERPRISE PROGRAM FOR
THE PERIOD OF OCTOBER I, 2007 THROUGH SEPTEMBER 30, 2008 FOR
PROJECTS OF THE CITY OF CHULA VISTA THAT UTILIZE FEDERAL
HIGHWAY ADMINISTRATION FUNDS
All local agencies receiving federally assisted funds from the Federal Highway
Administration are required to submit a Disadvantaged Business Enterprise (DBE)
Program. The DBE Program is designed to allow contractors/consultants owned and
controlled by minorities, women and other socially and economically disadvantaged
persons to have the opportunity to bid and work on projects funded by the Federal
Highway Administration. (Engineering and General Services Director)
Staff recommendation: Council adopt the resolution.
ITEMS REMOVED FROM THE CONSENT CALENDAR
PUBLIC COMMENTS
Persons speaking during Public Comments may address the Council on any subject
matter within the Council's jurisdiction that is not listed as an item on the agenda. State
law generally prohibits the Council from discussing or taking action on any issue not
included on the agenda, but, if appropriate, the Council may schedule the topic for future
discussion or refer the matter to staff. Comments are limited to three minutes.
PUBLIC HEARINGS
The following item(s) have been advertised as public hearing(s) as required by law. If
you wish to speak on any item, please fill out a "Request to Speak" form (available in the
lobby) and submit it to the City Clerk prior to the meeting.
5. CONSIDERATION OF THE CITY OF CHULA VISTA FISCAL YEAR 2008/2009
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM,
EMERGENCY SHELTER GRANT PROGRAM (ESG), AND THE HOME
INVESTMENT PARTNERSHIP PROGRAM
Page 3 - Council Agenda
htto:/ /www.chulavistaca.gov
March 11, 2008
As a Housing and Urban Development entitlement community, the City receives grant
funds under the Community Development Block Grant (CDBG), Emergency Shelter
Grant (ESG) and the Home Investment Partnership Act (HOME) programs. The funds
are distributed among local non-profits, housing developers and City departments in
order to provide decent housing, economic opportunities and suitable living environments
for low-moderate income persons. Prior to distribution of the grant funds, the City must
conduct a minimum of two public hearings to solicit public input on the community
development and housing needs to establish funding priorities for the program year. This
item was continued from the meeting of March 4, 2008. (Redevelopment and Housing
Assistant Director)
Staff recommendation: Council open the public hearing, accept comments, and provide
direction to staff.
OTHER BUSINESS
6. CITY MANAGER'S REPORTS
7. MAYOR'S REPORTS
8. COUNCIL COMMENTS
CLOSED SESSION
Announcements of actions taken in Closed Session shall be made available by noon on
Wednesday follOWing the Council Meeting at the City Attorney's office in accordance
with the Ralph M. Brown Act (Government Code 54957.7).
9. PUBLIC EMPLOYEE PERFORMANCE EVALUATION PURSUANT TO
GOVERNMENT CODE SECTION 54957
Title: City Attorney
ADJOURNMENT to the Regular Meeting of March 18, 2008 at 6:00 p.m., in the Council
Chambers.
In compliance with the
AMERICANS WITH DISABILITIES ACT
The City of Chula Vista requests individuals who require special accommodations to access,
attend, and/or participate in a City meeting, activity. or service request such accommodation at
least forty-eight hours in advance for meetings and five days for scheduled services and
activities. Please contact the City Clerk for specific information at (619) 691-5041 or
Telecommunications Devices for the Deaf(TDD) at (619) 585-5655. California Relay Service is
also available for the hearing impaired.
Page 4 - Council Agenda
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March 11, 2008
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Councilmember Steve Castaneda
City Of Chula Vista
276 Fourth Avenue
eMula Vista, Ca 91910
619.691.5044 - 619.476.5379 Fax
MEMO
CllY OF
CHUIA VISTA
Tuesday, March 11, 2008
TO:
Mayor and City Councilmembers
RE:
City Manager, City Clerk, City Attorney
Councilmember Steve CastanedY
Absence from Office
cc:
FROM:
Please excuse my absence, due to urgent personal matters, from the City Council
Meeting of March 11, 2008. Thank you.
DRAFT
MINUTES OF A REGULAR MEETING OF THE
CITY COUNCIL OF THE CITY OF CHULA VISTA
February 19,2008
6:00 P.M.
A regular meeting of the City Council of the City ofChula Vista was called to order at 6:01 p.m.
in the Council Chambers, located in City Hall, 276 Fourth Avenue, Chula Vista, California.
ROLL CALL:
PRESENT: Councilmembers: Castaneda, McCann, Ramirez, Rindone, and Mayor
Cox
ABSENT: Councilmembers: None
ALSO PRESENT: City Manager Garcia, City Attorney Moore, Interim City Clerk Norris,
and Deputy City Clerk Bennett
PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE
SPECIAL ORDERS OF THE DAY
. OATH OF OFFICE
Ricardo Balvaneda to the Design Review Committee
Interim City Clerk Norris administered the oath of office to Mr. Balvaneda and Deputy Mayor
Rindone presented him with a certificate of appointment.
. PRESENTATION BY MAYOR COX OF A PROCLAMATION TO ROY JENNESS,
EXALTED RULER/PRESIDENT AND SAM WAYCHOFF, LOYAL
KNIGHT/SECOND VICE-PRESIDENT AND AMERICANISM COMMITTEE
CHAIRMAN OF THE CHULA VISTA ELKS LODGE NO. 2011, PROCLAIMING
FEBRUARY 16 THROUGH FEBRUARY 22, 2008 AS NATIONAL PATRIOTISM
WEEK IN THE CITY OF CHULA VISTA
Mayor Cox read the proclamation and Councilmember Ramirez presented it to Roy Jenness and
Martin Barros.
. ACCEPTANCE AND PRESENTATION OF THE FIRE CHIEF'S MAGAZINE GOLD
A WARD BY INTERIM FIRE CHIEF JAMES GEERING FOR THE DESIGN OF
CHULA VISTA FIRE STATION 8 AND RECOGNITION OF PARTIES INVOLVED
IN MAKING THE PROJECT SUCCESSFUL: JEFF KATZ, ARCHITECT, RENE
OLIVO, RUDOLF SLETTEN, BILL OSTROM, EASTLAKE; DOUG MANSFIELD
ARCHITECT, AND GENERAL SERVICES DIRECTOR GRIFFIN AND HIS STAFF
Interim Fire Chief Geering spoke about the City's achievement of the Gold Award given by Fire
Chief Magazine, for design of Chula Vista Fire Station 8. He also recognized and thanked the
key players involved with the success of the project, and presented them each with a replica of
the Gold Award plaque.
1-1
DRAFT
SPECIAL ORDERS OF THE DAY (Continued)
. PRESENTATION BY DUANE ESKIERKA (VEOLIA TRANSPORTATION
REGIONAL VICE-PRESIDENT) AND JEANNE SNYDER (VEOLIA REGIONAL
GENERAL MANAGER) OF CHULA VISTA TRANSIT'S DRIVER OF THE YEAR
AWARD TO NICOLAS PLIEGO, VEOLIA TRANSPORTATION IS THE CITY OF
CHULA VISTA'S TRANSIT CONTRACTOR UNDER OUR JOINT PARTNERSHIP
WITH THE METROPOLITAN TRANSIT SYSTEM
Transit Manager Trujillo introduced Veolia Regional Vice President, Duane Eskierka, and
Veolia Regional General Manager, Jeanne Snyder. Mr. Eskierka then recognized Chula Vista
Transit's Driver of the Year, Nicolas Pliego, and Deputy Mayor Rindone presented him with the
award.
. INTRODUCTION BY YELENA FELDMAN, MANAGER COMMUNITY AND
GOVERNMENT AFFAIRS, SAN DIEGO WORKFORCE PARTNERSHIP, ON THE
WORK THEY PROVIDE THE COMMUNITY
Ms. Feldman talked about the San Diego Workforce Partnership, a non-profit organization that
offers employment and education opportunities for people of all backgrounds and education
levels. She then highlighted some of the key services and programs offered by the Partnership,
and stated she could be reached at 619/228-2956 or velena@workforce.org.
CONSENT CALENDAR
(Items I and 2)
Councilmember Castaneda stated that he would be abstaining from voting on Item 2. Mayor
Cox then announced that Items 1 and 2 would be taken separately.
I. APPROVAL OF MINUTES of the Regular Meeting of January 22, 2008, and the
Adjourned Regular Meeting of the City Council and Special Meetings of the
Redevelopment Agency and Public Financing Authority of January 22, 2008.
Staff recommendation: Council approve the minutes.
ACTION:
Councilmember Castaneda moved to approve staffs recommendation and offered
Consent Item 1, heading read, text waived. Councilmember McCann seconded
the motion and it carried 5-0.
2. WRITTEN COMMUNICATIONS
Memorandum from Councilmember Steve Castaneda requesting an excused absence
from the City Council Workshop Meeting of February 7, 2008.
Staff recommendation: Council excuse the absence.
Page 2 - Council Minutes
February 19, 2008
1-2
DRAFT
CONSENT CALENDAR (Continued)
ACTION:
Mayor Cox moved to approve staff's recommendation and offered Consent Item
2. Councilmember McCann seconded the motion and it carried 4-0-1, with
Councihnember Castaneda abstaining.
ITEMS REMOVED FROM THE CONSENT CALENDAR
There were none.
PUBLIC COMMENTS
Ned Ardagna spoke as a follow-up to his comments at a recent Council Meeting with respect to
the Community Strengthening Plan, and the Western Chula Vista revitalization plan. He stated
that the Community Strengthening Plan and the competing Castle Park Appearance Program
were on a collision course, and that trust and goodwill between the City and the residents would
be the casualty if the programs proceeded. He expressed the need for street repairs, assets
management, halting City-introduced blight, and to have the City force contractors to do a
reasonable job in the City. He stated that he recently attended the Community Strengthening
Program focus group, and expressed concern that the primary focus was on low income people,
and he stated that businesses such as restaurants, retailers, and automotive industries also needed
to be represented in the community group. He referenced correspondence from the City's Code
Enforcement division to the Castle Park residents with respect to code violations, stating that
enforcement would not be necessary if there was respect and trust by the City towards its
residents.
Councilmember Ramirez expressed his commitment towards making a difference in the Castle
~ark neighborhood and meeting with the community to address the City's code enforcement
Issues.
City Manager Garcia talked about the City's efforts to improve the quality of life for
neighborhoods by removing blighting influences, many of which were on private property,
stating that this was an important function of the City's code enforcement. He stated that staff
was particularly committed to working with the Castle Park neighborhood to improve their
quality oflife.
Deputy Mayor Rindone stated that the process undertaken by staff to work towards improving
the quality of life in all neighborhoods could be accomplished in a compassionate manner.
Councilmember Castaneda believed that instead of having a fleet of code enforcement staff in
the Castle Park neighborhood, the City should have a fleet of staff repairing the streets, stating
that the City needed to work in partnership with neighborhoods. Furthermore, that he would be
working closely with staff to begin to build trust in the neighborhoods, and to have staff commit
to doing the right thing with respect to City property.
Mayor Cox stated that the City was interested in helping the southwest community, and
introduced Assistant Planning Director Lytle who provided the residents present at the meeting
with invitations to attend a series of civic engagement events, and encouraged them to contact
staffinember Lytle for further information.
Page 3 - Council Minutes
February 19, 2008
1-3
DRAFT
PUBLIC HEARINGS
Mayor Cox announced that Item 3 would be cancelled at the request of staff. The Public Hearing
was not held and no action was taken.
3. CONSIDERATION OF THE ADOPTION OF AN ORDINANCE ESTABLISHING A
WESTERN TRANSPORTATION DEVELOPMENT IMPACT FEE
A report has been prepared to analyze potential traffic impacts of proposed new
development on the west side of the City's transportation system and to calculate
development impact fees based on that analysis. The City's Eastern Transportation
Development Impact Fee (TDIF) Program was established on January 12, 1988, which is
responsible for the equitable funding of transportation facilities east of I-805. A similar
program is proposed for Western Chula Vista, to be called the Western Transportation
Development Impact Fee (WTDIF) Program. This item was continued from the meeting
of February 5, 2008. (Engineering and General Services Director)
Staff recommendation: Council cancel the public hearing and re-advertise at a future
date.
ACTION ITEMS
4. CONSIDERATION OF AMENDMENTS TO CHULA VISTA MUNICIPAL CODE
SECTION 14.20.110 RELATING TO STORM WATER MANAGEMENT; SECTION
15.04.018 REGARDING DISCHARGE CONTROL, EXCAVATION, GRADING,
CLEANING, GRUBBING, AND FILLS; APPROVAL OF THE CITY OF CHULA
VISTA JURISDICTIONAL URBAN RUNOFF MANAGEMENT PROGRAM,
DECEMBER 2007, AND CITY OF CHULA VISTA DEVELOPMENT STORM
WATER MANUAL, JANUARY 2008
On January 24, 2007, the San Diego Regional Water Quality Control Board (Regional
Board) adopted a new National Pollutant Discharge Elimination System (NPDES)
Municipal Permit, Order No. R9-2007-000l (New Permit). The New Permit requires the
eighteen cities of San Diego County, the San Diego Unified Port District, the San Diego
County Regional Airport Authority, and the County of San Diego (Copermittees) to
review and upgrade their storm water, grading and other relevant ordinances and
standards, as necessary, to comply with the more stringent requirements of the New
permit. Each Copermittee is also required to update their Jurisdictional Urban Runoff
Management Program (JURMP) and other relevant program documents and standards by
March 24, 2008 in order to be in compliance with the New Permit. Adoption of the
submitted ordinances and resolutions, accomplish these requirements for the City.
(Public Works Director)
Principal Civil Engineer Ammerman presented the Storm Water Management Program Update,
and the City's obligations of new requirements under the Regional Water Quality Control Board.
Page 4 - Council Minutes
February 19, 2008
1-4
DRAFT
ACTION ITEMS (Continued)
Scott Molloy, representing the Building Industry Association, thanked staff for their
development of the new storm water manual and working with the Association on various issues.
He expressed concern about how the new regulations would affect approved projects or projects
that had already undergone extensive design, and was hopeful that staff would work with the
applicants to develop a feasible compliance alternative or an exemption. He also expressed
concern with low impact development, recommending that a geotechnical professional approve
any infiltration areas and the provide assurance of health and safety. He spoke in support of
regional collaboration to seek solutions with respect to the new regulations.
Councilmember Ramirez was hopeful that staff would continue to work with recyclers to ensure
continued compliance with storm water regulations. He supported regional efforts to discuss the
new regulations.
Councilmember McCann questioned whether staff had pursued funding by the Regional Water
Quality Board or the State. Public Works Director Byers responded that all of the San Diego
County Co-committees were proceeding through the State for unfunded mandates by the State.
ACTION:
C.
D.
Councilmember Ramirez moved to place the following ordinances on first reading
and adopt Resolution Nos. 2008-060 and 2008-061, headings read, texts waived.
A.
ORDINANCE OF THE CITY OF CHULA VISTA AMENDING SECTION
14.20.110 OF THE CHULA VISTA MUNICIPAL CODE AND ADDING
SECTION 14.20.125 RELATING TO "STORM WATER MANAGEMENT
AND DISCHARGE CONTROL" (FIRST READING)
ORDINANCE OF THE CITY OF CHULA VISTA ADDING SECTION
15.04.018 TO THE CHULA VISTA MUNICIPAL CODE RELATING TO
"EXCAVATION, GRADING, CLEARING, GRUBBING AND FILLS" (FIRST
READING)
RESOLUTION NO. 2008-060, RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF CHULA VISTA APPROVING THE "CITY OF CHULA VISTA
JURISDICTIONAL URBAN RUNOFF MANAGEMENT PROGRAM
(JURMP), DECEMBER 2007"
RESOLUTION NO. 2008-061, RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF CHULA VISTA APPROVING THE "CITY OF CHULA VISTA
DEVELOPMENT STORM WATER MANUAL, JANUARY 2008" AND
AUTHORIZING THE CITY ENGINEER TO EXECUTE "STORM WATER
MANAGEMENT FACILITIES MAINTENANCE AGREEMENTS" ON
BEHALF OF THE CITY
B.
Deputy Mayor Rindone seconded the motion and it carried 5-0.
Page 5 - Council Minutes
February 19, 2008
1-5
DRAFT
ACTION ITEMS (Continued)
5. CONSIDERATION OF QUARTERLY FISCAL STATUS REPORT FOR THE
QUARTER ENDED DECEMBER 31,2007
In accordance with Chula Vista Charter Section 504(f), the Fiscal Status Report covering
the Second Quarter of Fiscal Year 2007/2008 is submitted for approval. (Finance
Director)
City Manager Garcia spoke about the financial condition and deterioration of the City's budget.
He then introduced Finance Director Kachadoorian who presented the second quarter General
Fund Update.
Mayor Cox stated that the four South Bay Mayors recently met with Senator Ducheny and asked
her, as head of the Budget Committee for the State Senate, to monitor with her colleagues, any
new legislation this year that would cost money, and only look as legislation that would save
money.
Councilmember McCann believed that the City's assessed home value of 10 percent should be
lowered to almost zero for future forecasting.
Deputy Mayor Rindone directed City Manager Garcia to share with the public the next steps
proposed to be implemented to balance the City's budget shortfalls. City Manager Garcia
explained the immediate administrative freeze to cease spending on all discretionary items that
would cover the period of February through June 2008.
ACTION:
Mayor Cox moved to accept the report. Councilmember Ramirez seconded the
motion and it carried 5-0.
At 7:28 p.m., Mayor Cox recessed the Council Meeting to convene the Joint Meeting of the City
Council and Redevelopment Agency. Mayor Cox reconvened the City Council Meeting at 7:33
p.m., with all Councilmembers present.
OTHER BUSINESS
6. CITY MANAGER'S REPORTS
City Manager Garcia suggested, and it was the consensus of the Council, to re-schedule the
Budget Workshop of March 6, 2008, to April 3, 2008 at 6:00 p.m. Mayor Cox requested that
City Manager Garcia place any urgent matter that may arise prior to the April 3rd workshop, on a
regular Council agenda. City Manager Garcia then informed the Council that the April 3, 2008
workshop was originally scheduled for a report to Council from the auditor regarding other post
employee benefits. He stated that staff would come back and poll the Council to reschedule this
workshop.
7. MAYOR'S REPORTS
There were none.
Page 6 - Council Minutes
February 19, 2008
1-6
DRAFT
OTHER BUSINESS (Continued)
8. COUNCIL COMMENTS
Deputy Mayor Rindone requested that staff contact the City's representative for the Airport
Authority, Jack Miller, to provide the Council with an update of the Airport Master Plan and any
other airport issues.
The City Council recessed to go into Closed Session at 7:40 p.m.
CLOSED SESSION
9. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PURSUANT TO
GOVERNMENT CODE SECTION 54956.8
Property: Cable franchise for the right to operate and provide a cable television system
within the City (pertaining to public rights-of-way throughout the City of Chula Vista,
thereby creating possessory interests in real property pursuant to California Govemment
Code S53066 and California Revenue and Taxation Code SI07.7).
Agency negotiators: Scott Tulloch and Michael Meacham.
Negotiating parties: City of Chula Vista; Ultronics, Inc. (Barbara Altbaum); Nexhorizon
Communications (Kevin D. Smiley).
Under negotiation: Price and terms of payment.
No reportable action was taken on this item.
10. CONFERENCE WITH LEGAL COUNSEL REGARDING EXISTING LITIGATION
PURSUANT TO GOVERNMENT CODE SECTION 54956.9(a)
I. Deanna Morv, et al. v. City of Chula Vista, et aI., United States District Court, Case
No. 06 CV 1460 JLS (BLM)
2. Deanna Morv. et al. v. Citv ofChula Vista et aI., United States District Court, Case
No. 07-CV-0462 JLS (BLM)
3. Arsino Spatafore v. City of Chula Vista, et al., United States District Court, Case No.
07CVl887 BEN (LSP)
No reportable action was taken on this item.
Page 7 - Council Minutes
February 19, 2008
1-7
DRAFT
CLOSED SESSION (Continued)
11. CONFERENCE WITH LEGAL COUNSEL REGARDING EXISTING LITIGATION
PURSUANT TO GOVERNMENT CODE SECTION 54956.9(a)
Ruiz, Daniel & Briahana v. Nathan A. Walker, et al., San Diego Superior Court, Case
No. GIS267l0
Farr, Elizabeth Kelly v. City of Chula Vista, San Diego Superior Court, Case No. 37-
2008-00068l65-CU-OE-SC
Gechter, Jack v. City ofChula Vista, San Diego Superior Court, Case No. GIS22609
Sidock, Adele v. The City of Chula Vista, San Diego Superior Court, Case No. GIS
15970
Doss, Angela v. City ofChula Vista, San Diego Superior Court, Case No. GIS28616
Huynh, Christine v. City ofChula Vista, San Diego Superior Court, Case No. 37-2007-
0008l425-CU-P A-CTL
Morales, Christian v. City of Chula Vista, United States District Court, Case No.
07CVOl86 JM(WMc)
Fuentes, Gerardo v. City of Chula Vista, San Diego Superior Court, Case No. GIS
21769
Espino, Felix v. City of Chula Vista, et al., United States District court, Case No.
05CV232l WQH(POR)
Lopez, Sergio v. City of Chula Vista et al., United States District Court, Case No.
07CVI271.WQH.BLM
No reportable action was taken on this item.
12. CONFERENCE WITH LEGAL COUNSEL REGARDING INITIATION OF
LITIGATION PURSUANT TO GOVERNMENT CODE SECTION 54956.9(c)
Three Cases
No reportable action was taken on this item.
ADJOURNMENT
At 8:50 p.m., Mayor Cox adjourned the meeting to the Regular Meeting of February 26, 2008 at
6:00 p.m. in the Council Chambers.
~
Lorraine Bennett, CMC, Deputy City Clerk
Page 8 - Council Minutes
February 19, 2008
1-8
",NO ,b.OOPi\ON
sECOND REJo.O\NG
ORDINANCE OF THE CITY OF CHULA VISTA AMENDING
CHULA VISTA MUNICIPAL CODE CHAPTER 8.25 -
"RECYCLING," ADDING A CONSTRUCTION AND
DEMOLITION DEBRIS RECYCLING PROGRAM
ORDINANCE NO.
WHEREAS, under California law as embodied in the California Waste Management Act
of 1989 (California Public Resources Code Sections 40000, et seq.), the City of Chula Vista is
required to prepare, adopt and implement source reduction and recycling plans to reach landfill
diversion goals, and is required to make substantial reductions in the volume of waste materials
going to the landfills, or face fines up to $10,000 per day; and
WHEREAS, in order to meet these goals it is necessary that the City promote the
reduction of solid waste, and reduce the stream of solid waste going to the landfills; and
WHEREAS, waste from construction, demolition, and renovation of buildings represents
a significant portion of the volume of waste presently corning from the City of Chula Vista and
much of this waste is particularly suitable for recycling and reuse; and
WHEREAS, the City's commitment to the reduction of waste requires the establishment
of programs for recycling and salvaging of construction and demolition (C & D) waste; and
WHEREAS, certain types of projects are exempt from these requirements.
NOW, THEREFORE, the City Council of the City of Chula Vista, does ordain as
follows:
SECTION I: That Section 8.25.095 is added to the Chula Vista Municipal Code and Chapter
8.25 is modified to read as follows:
Chapter 8.25
RECYCLING
Sections:
8.25.010 Purpose and intent.
8.25.020 Definitions.
8.25.030 Mandatory fees for recycling.
8.25.035 Reserved.
8.25.040 Separation of recyclable materials, storage, and containers.
8.25.050 Mandatory recycling.
8.25.060 Recycling programs.
8.25.070 Reports.
8.25.080 Scavenging.
H:\Attorney\Final Resos\2008\OJ 04 08\CVMC 8.25 (LF~1DSM revisions-CLEAN eeL 02-2S-0B.doc
Last revised: 02-25-08 @ 12: 18 p.m.
2-1
Ordinance No.
Page 2
8.25.090 Composting.
8.25.095 Construction and Demolition Debris Recycling.
8.25.100 Enforcement.
8.25.110 Severability.
8.25.010 Purpose and intent.
The purpose of this Chapter is to provide standards for integrated solid waste
management, to include source reduction, recycling and composting of solid
wastes, in order to provide for the long-term health, safety and welfare of Chula
Vista residents through extending current landfill capacity, preserving resources,
and providing for the general protection of the environment. The Chapter provides
for regulation of the storage, collection, transportation and recovery of marketable
and recyclable materials.
8.25.020 Definitions.
For purposes of this Chapter, and other municipal code provisions referring
hereto, the following words shall have the meanings ascribed thereto, unless the
context in which they are used clearly indicates another meaning:
AI. "Aluminum" means recoverable materials made from aluminum, such as
used aluminum food or beverage containers, aluminum foil, siding, screening, and
other items manufactured from aluminum.
A2. "Applicant" means any individual, firm, limited liability company,
association, partnership, political subdivision, government agency, municipality,
industry, public or private corporation, or any other entity whatsoever who applies
to the City for the applicable permits to undertake any Construction, Demolition,
or Renovation Project within the City of Chula Vista.
B. "Bin" shall mean those plastic or metal containers of one cubic yard (202
gallons) to eight cubic yards that have plastic lids on the top (unless metal lids are
designated by the City Manager). Bins are used for weekly or more frequent
collection of waste, yard waste or designated recyclables by the City or its
franchise agent.
C. "Bulky waste" means discarded items whose large size or shape precludes or
complicates their handling by standard residential or commercial solid waste,
recycling and green waste collection methods. Bulky items include white goods,
furniture, large auto parts, trees, stumps, carpet and other potentially oversize
wastes. Bulky waste does not include hazardous or infectious waste unless
specifically exempt, such as freon-containing refrigerators.
D. "Buy-back center" means a facility licensed and permitted by the
Department of Conservation and/or local jurisdiction which pays a fee for the
delivery and transfer of ownership to the facility of source-separated materials for
the purpose of recycling or composting.
E. "Cardboard" means post-consumer waste paper grade corrugated cardboard
(grade No. 11), kraft (brown) paper bags, or solid fiber boxes which have served
their packaging purposes and are discarded and can later be reclaimed for
collection and recovery for recycling.
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F. "Carts" shall mean those plastic containers with a capacity of less than 202
gallons (one cubic yard). Carts shall have a fixed lid and are designed for
automated and/or semi-automated collection of solid waste, yard waste and/or
designated recyclables by the City or its franchise agent.
G. "City" shall mean the City of Chula Vista, a municipal corporation of the
state of California, in its present incorporated form or in any later reorganized,
consolidated, enlarged or reincorporated form.
H. "Collection" means the act of removing and conveying nonhazardous and
noninfectious solid waste, commingled or source-separated materials, from
residential, commercial, industrial, or institutional (governmental) generators to a
facility for processing, composting, transfer, disposal or transformation.
1. "Commercial" means a site and/or business zoned or permitted for any use
other than residential including, but not limited to, commercial, light industrial,
industrial and agricultural. Commercial generators that generate three or more
cubic yards of waste per week are serviced by a bin or compactor collection
vehicle.
J. "Commercial recyclables" means designated recyclable materials from the
two commercial subcategories of "office" and "hospitality." Materials include,
but are not limited to: office paper, cardboard, newspaper, and aluminum from
offices; and cardboard, glass bottles and jars, plastic bottles, aluminum, tin and bi-
metal cans, and white goods from hospitality establishments.
K. "Compactor containers" means those fully enclosed metal containers of two
to 40 cubic yards provided by the City's hauler or customer. Compactors typically
serve very large quantity generators.
L. "Compost" means the product resulting from the controlled biological
decomposition of organic wastes that are source-separated from the municipal
solid waste stream.
M. "Composting" shall mean the controlled and monitored process of
converting organic wastes into compost.
Nl. "Construction" means the building of any facility or structure or any
portion thereof including any tenant improvements to an existing facility or
sturcture.
N2. "Construction and Demolition waste" means used or discarded materials
removed from the premises during demolition, dredging, grubbing, and building,
resulting from Construction, remodeling, repair, and/or Demolition activities on
housing, commercial, governmental buildings, and other structures and pavement.
01. "Contract or franchise agent(s)" means any person or private or public
entity designated by the City Council, pursuant to Article XII of the City Charter
and Chapter 8.23 CYMC, as being responsible for administering the collection,
processing and/or disposal of solid waste or designated recyclables.
02. "Conversion Rate" means the rate set forth in the standardized Conversion
Rate Table approved by the City pursuant to this Chapter for use in estimating the
volume or weight of materials identified in a Waste Management Report.
03. "Covered Project" shall have the meaning set forth in Section 8.25.095 of
this Chapter.
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04. "Demolition" means the decimating, deconstructing, razing, rummg,
tearing down or wrecking of any facility, structure, pavement or building, whether
in whole or in part, whether interior or exterior.
05. "Divert" means to use material for any purpose other than disposal in a
landfill or transformation facility.
06. "Diversion Requirement" means the diversion of ninety percent of Inert
Waste and not less than fifty percent of the remaining waste generated via Reuse
or recycling, unless a partial or full diversion exemption has been granted
pursuant to Section 8.25.095 of this Chapter, in which case the Diversion
Requirement shall be the maximum feasible diversion rate established by the
Waste Management Report Compliance Official for the project.
P. "Recycling box" shall mean those containers with a capacity of 18 gallons to
32 gallons which are supplied by the City or its franchise agent for manual
collection of designated recyclables at special events.
Q. "Curbside collection" means the service of removing and conveying
nonhazardous and noninfectious solid waste, source-separated recyclables and/or
green waste from the public thoroughfare at the curb or alley. (The City shall
make the final determination regarding eligibility for curbside collection, which
shall generally apply to small quantity generators.)
Rl. "Designated containers" ("containers") shall mean those containers
designated by the City Manager for temporary storage and collection of waste or
designated recyclables including but not limited to curbside bins, carts, bins, roll-
off boxes, and/or compactor containers.
R2. "Designated recyclables" means those materials designated by the City
Manager for recovery or reuse. Any material having an economic value on the
secondary materials market or that is otherwise salvageable shall be included
and/or other materials that have been separated from other small quantity or large
quantity generators for the purposes of being recycled for resale and/or reuse, and
placed at a designated recycling or waste collection or storage location or in a
designated recycling or waste container for the purpose of collection and
processing, or any such designated recyclable materials collected under a mixed
waste processing program. The list includes, but is not limited to: newspaper
(ONP), mixed paper (MP), corrugated cardboard (OCC), steel, tin and bi-metal
cans, metal coat hangers, aluminum containers, white goods, glass food and
beverage containers, No. I and NO.2 plastic containers, all California redemption
containers, used oil, used oil filters, yard waste, clean lumber, concrete and
asphalt.
S. "Designated solid waste and recycling collection or storage location" means
a place designated by the City Manager for storage and/or collection of waste,
green waste and/or recyclables pursuant to CYMC 8.24.100. Designated locations
include, but are not limited to, the curb, alley, waste/recycling enclosure, a
loading dock, or basement of a commercial enterprise or multifamily complex
where waste and recyclables are placed for collection or temporary storage prior
to collection by the City's franchise agent.
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T. "Franchised recyclables" means any residential, commercial or industrial
recyclables, as defined herein, to be collected by the City's contract agent or
franchisee, placed in designated recycling containers or at designated recycling
collection or storage location(s).
U. "Garbage" means all nonhazardous, noninfectious organic waste including:
kitchen and table waste, and animal or vegetable waste that attends or results from
the storage, preparation, cooking, or handling of food stuffs, except organic
wastes separated therefrom and used in composting in accordance with CVMC
8.25.090.
V. "Generator" means every owner, tenant, occupant or person owning or
having the care and control of any premises in the City including the temporary
use of parks, open space or a public thoroughfare.
W. "Glass bottles and jars" means food and beverage containers made from
silica or sand, soda ash, and limestone, the product being transparent or
translucent and being used for packaging or bottling, including container glass
designated redeemable under the California Beverage Container Recycling and
Litter Reduction Law, Division 12.1 (commencing with Section 14500) of the
California Public Resources Code, as well as glass jars and bottles without
redeemable value ("scrap"), but excluding household, kitchen, and other sources
of noncontainer glass such as drinking glasses, ceramics, light bulbs, window
pane glass, and similar glass products that are not bottles or jars.
X. "Grantee" shall mean the City's franchise agent(s).
Y. "Green wastes" means the leaves, grass, weeds, shrubs, tree branches, tree
trunk and other wood materials from trees. Green waste may also include
preconsumer food waste, incidental amounts of waxed or plastic-coated cardboard
and mixed paper, and unpainted and untreated lumber. Green waste does not
include tree stumps in excess of 35 pounds, more than incidental dirt or rock,
plastic, glass, metal, painted or treated lumber, plywood, particle board, or other
manufactured products that contain glue, formaldehyde, nonorganic or
nonbiodegradable materials.
Z. "Green waste processing" means the accumulation and storage of green
waste in a manner that leads to the intentional or unintentional thermophilic
decomposition of green waste. The acceptance of payment for green waste and
the accumulation of more than 15 yards or three tons per year of unprocessed,
shredded, ground or composted material shall constitute green waste processing
and is subject to the City, County and state requirements regulating compost
and/or solid waste facilities. Residential, commercial and agricultural sites that
generate, stockpile or process green waste material generated on-site and used on-
site without sale of finished or unfinished material, that are otherwise compliant
with all conditions of the municipal code for nuisance, may apply for an annual
exemption.
AA. "Hazardous or toxic waste" means any waste material or mixture of wastes
which is toxic, corrosive, flammable, explosive, an irritant, a strong sensitizer,
and which generates pressure through decomposition, heat or other means, if such
a waste or mixture of wastes may cause substantial personal injury, serious illness
or harm to humans, domestic animals, or wildlife, during, or as an approximate
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result of, any disposal of such wastes or mixtures of wastes as defined in Section
25117 of the California Health and Safety Code, which is not legally disposable at
a Class III landfill.
BB. "Hospitality" means any establishment that offers dining services, food or
beverage sales. This includes taverns, bars, cafeterias, and restaurants, as well as
motels and hotels (temporary housing of less than one month duration), hospitals,
schools, colleges, and other such establishments that have dining services, or a
restaurant or bar, on their premises.
CC. "Industrial recyclables" means recyclables from industrial, construction,
and demolition operations, including, but not limited to, asphalt, concrete, dirt,
land-clearing brush, sand and rock.
DD. "Industrial solid waste" means solid waste originating from mechanized
manufacturing facilities, factories, refineries, construction and demolition
projects, and/or publicly operated treatment works, excluding recyclables and
compostables, if properly handled and treated, and excluding hazardous or toxic
waste.
EE. "Inert waste" means materials such as concrete, soil, asphalt, ceramics,
brick, masonry, tile, earthen cooking ware, automotive safety glass, and mirrors.
FF. "Improper disposal" means the discarding of any item or items upon public
or private premises that were not generated on the premises as a part of its
authorized use, unless written consent of the properly owner is first obtained.
GG. "Improper disposal site" means any premises that have intentionally or
unintentionally accumulated solid waste or recyclables and/or charged a fee for
accepting material without a solid waste or composting permit from the county
local enforcement agency. This does not include businesses licensed and
permitted in the City to purchase source-separated recyclables.
HH. "Incidental waste" means less than one pound of waste deposited in a
public litter bin or designated waste container to prevent litter, such as was~e from
a fast food meal deposited in a designated waste container or public litter bin by a
pedestrian or vehicle operator.
II. "Industrial generator" means any property or generator that is engaged in the
manufacture of products including but not limited to construction and demolition.
Industrial generators are typically serviced by roll-off box containers of 10-yard
to 40-yard capacities and typically generate inert materials such as asphalt,
concrete, building debris and some wood and dry green waste.
n. "Industrial" means any form of mechanized manufacturing facilities,
factories, refineries, and construction and demolition operations, excluding
hazardous waste operations.
KK. "Institutional" shall mean any premises owned and/or occupied by local,
state and federal agencies, typically office or education facilities with a common
waste stream.
LL. "Integrated solid waste management" means a planned program for
effectively controlling the storage, collection, transportation, processing and
reuse, conversion, or disposal of solid waste, recyclables and/or compostables in a
safe, sanitary, aesthetically acceptable, environmentally sound and economical
manner. It includes all administrative, financial, environmental, legal and
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planning functions as well as the operational aspects of solid waste handling,
disposal, litter control and resource recovery systems necessary to achieve
established objectives.
MM. "Landfill" means a disposal system by which solid waste is deposited in a
specially prepared area which provides for environmental monitoring and
treatment pursuant to the California Code of Regulations, California Public
Resources Code and the Federal Resource Conservation and Recovery Act.
NN. "Large quantity generator" means those residential, commercial, industrial
and institutional entities that generate more than 300 gallons of waste per week
excluding source-separated recyclables diverted from disposal or transformation.
00. "Mixed waste processing" means a system of recovering recyclables from
the mixed waste stream through separation at a processing facility, transfer
station, landfill, or other such facility, instead of separation at the primary waste
generation source.
PP. "Multifamily" means a structure or structures containing a total of four or
more dwelling units in any vertical or horizontal arrangement on a single lot or
building site.
QQ. "Newspaper" means newsprint-grade paper including any inserts that
come in the paper, and excluding soiled paper, all magazines and other
periodicals, telephone books, as well as all other paper products of any nature.
RRI. "Non-Covered Project" shall have the meaning set forth in Section
8.25.095 of this Chapter.
RR2. "Nuisance" means anything which is injurious to human health, or is
indecent or offensive to the senses, and interferes with the comfortable enjoyment
of life or property, and affects at the same time an entire community or
neighborhood, or any number of persons, although the extent of annoyance or
damage inflicted upon the individual may be unequal, and which occurs as a
result of the storage, removal, transport, processing, or disposal of solid waste,
compost, and/or designated recyclables.
SS. "Office" or "offices" for purposes of this Chapter shall mean any office,
combination of offices, or connected building or office space regardless of office
affiliation, ownership, or occupancy. This includes, but is not limited to,
businesses used for retail, wholesale, professional services, legal services,
financial services (to include banks), medical services, shipping and receiving
areas, churches, schools, colleges, and libraries.
TT. "Office paper" means waste paper grades of white and colored ledgers and
computer paper. Examples include forms, copy paper, stationery, and other papers
that are generally associated with desk and employee work area activity, and any
additional materials to be added by ordinance.
UUI. "Performance Deposit" means cash, money order or check submitted to
the City.
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UU2. "Plastic bottle" means a plastic container with narrow neck or mouth
opening smaller than the diameter of the container body, used for containing milk,
juice, soft drinks, water, detergent, shampoo or other such substances intended for
household or hospitality use; to be distinguished from nonbottle containers (e.g.,
deli or margarine tub containers) and from nonhousehold plastic bottles such as
those for containing motor oil, solvents, and other nonhousehold substances.
VV. "Pollution" means the condition caused by the presence in or on a body of
water, soil, or air of any solid waste or substance derived therefrom in such
quantity, or such nature and duration, or under such condition, that the quality,
appearance, or usefulness of the water, soil, land, or air is significantly degraded
or adversely altered.
WWI. "Processing" means the reduction, separation, recovery, conversion, or
recycling of any component(s) of solid waste.
WW2. "Project" means any activity, which requires an application for a
Construction or Demolition permit, or any similar permit from the City of Chula
Vista.
XX. "Putrescible wastes" means the waste in organic material with the
potential decomposition capacity to emit noticeable quantities of odor and gas by-
products. Material in this category includes, but is not limited to, kitchen waste,
dead animals, food from containers, etc., except organic wastes separated
therefrom and used in composting.
YY. "Recyclables" means any materials that are recyclable, reclaimable, and/or
reusable within the following generating categories: small quantity generator and
large quantity generator. Any material having an economic value on the
secondary materials market or that is otherwise salvageable shall be included
and/or other materials that have been separated from other small or large quantity
generators for the purposes of being recycled for resale and/or reuse, and placed at
a designated recycling or waste collection or storage location or in a designated
recycling or waste container for the purpose of collection and processing, or any
such designated recyclable materials collected under a mixed waste processing
program.
ZZ. "Recycling" shall mean any process by which materials which would
otherwise be discarded, deposited in a landfill or transformation facility and
become solid waste are collected (source-separated, commingled, or as "mixed
waste"), separated and/or processed, and returned to the economic mainstream in
the form of raw materials or products or materials which are otherwise salvaged
or recovered for reuse.
AAA. "Refuse" means garbage and rubbish.
BBB. "Removal" means the act of taking solid wastes or designated recyclables
from the place of generation either by the contract or frarichise agent( s), or by a
person in control of the premises.
CCCI. "Removal frequency" means frequency of removal of solid wastes or
recyclables from the place of generation.
CCC2. "Renovation" means any change, addition, or modification in an
existing structure.
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DDD. "Residential," for purposes of this Chapter, means any building or
portion thereof designed or used exclusively as the residence or sleeping place of
one or more persons, including single- and multiple-family dwellings, apartment-
hotels, boarding and lodging houses. "Residential" does not include short-term
residential uses, such as motels, tourist cabins, or hostels which are regulated as
hospitality establishments.
EEE1. "Residential recyclables" means those specific recyclable materials from
residential solid waste (single-family and multifamily) including, but not limited
to, aluminum, glass bottles and jars, newspaper, plastic bottles, tin and bi-metal
cans, white goods, and yard waste.
EEE2. "Reuse" means further or repeated use.
FFF. "Roll-off service" means service provided for the collection, removal and
disposal of industrial waste such as construction, demolition and other primarily
inert nonputrescible wastes and green wastes. Roll-off service is usually provided
using metal containers of 10 to 40 cubic yards that are open on the top with doors
on one end.
GGG. "Rubbish" means nonputrescible solid wastes such as ashes, paper, glass,
bedding, crockery, plastics, rubber by-products or litter. Such materials that are
designated as recyclable or compost may be exempt from categorizing as rubbish;
provided, such materials are handled, processed and maintained in a properly
regulated manner.
HHH. "Salvaging or salvageable" means the controlled and/or authorized
storage and removal of solid waste, designated recyclables or recoverable
materials for the purpose of recycling, reuse, or storage for later recycling or
reuse.
III. "Scavenging" means the uncontrolled and/or unauthorized removal of solid
waste, designated recyclables or recoverable materials. Such activity is unlawful
and is a misdemeanor punishable by up to six months in jail and $1,000 in civil
penalties under CVMC 8.24.200 and 8.25.080 and Chapter 9, Section 41950 of
the California Integrated Waste Management Act of 1989.
JJJ. "To segregate waste material" means any of the following: the placement
of designated recyclables in separate containers; the binding or bagging of
designated recyclables separately from other waste material and placing in a
separate container from refuse, or the same container as refuse; and the physical
separation of designated recyclables from other waste material (either at the
generating source, solid waste transfer station, or processing facility).
KKK. "Small quantity generator" means those residential, commercial,
industrial and institutional entities that generate less than 300 gallons of waste per
week excluding source-separated recyclables diverted from disposal or
transformation.
LLL. "Solid waste" means all putrescible and nonputrescible solid, semisolid
and liquid wastes, such as refuse, garbage, rubbish, ashes, industrial wastes,
demolition and construction wastes, abandoned vehicles and parts thereof,
discarded home and industrial appliances, manure, vegetable or animal solid and
semisolid wastes, and includes liquid wastes disposed of in conjunction with solid
wastes at solid waste transfer/processing stations or disposal sites, which are
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generated by residential, commercial or industrial sites within the City. Solid
waste shall not include: hazardous and infectious waste, sewage collected and
treated in a municipal or regional sewage system or materials or substances
having commercial value or other importance which can be salvaged for reuse,
recycling, composting or resale.
MMM. "State" shall mean the state of California.
NNN. "Storage" means the interim containment of solid wastes, yard wastes, or
recyclables in an approved manner after generation and prior to disposal,
collection or processing. ("Interim" means for one week or less; roll-off
containers may store nonputrescible waste for up to 30 days.)
000. "Streets and byways" shall mean the public streets, ways, alleys and
places as the same now or may hereafter exist within said city, including state
highways now or hereafter established within said city.
PPP1. "Tin and bi-metal cans" means any steel food and beverage containers
with a tin or aluminum plating.
PPP2. "Total Project Costs" means the total value of a Project as calculated
using Chula Vista's standard valuation multipliers.
QQQ. "Transfer or processing station" means those facilities utilized to receive
solid wastes and to temporarily store, separate, convert, or otherwise process the
solid waste and/or recyclables.
RRR1. "Unit" means an individual residence contained in a residential
multifamily complex.
RRR2. "Waste Management Report (WMR)" means a WMR form, approved
by the City Manager or designee, for the purpose of compliance with this Chapter.
RRR3. "Waste Management Report Compliance Official" means the
designated staff person(s) authorized by the City Manager and responsible for
implementing the Construction and Demolition Debris Recycling Program.
SSS. "White goods" means kitchen or other large enameled appliances which
include, but are not limited to, refrigerators, washers, and dryers.
TTT. "Wood waste" means lumber and wood products but excludes tree
stumps in excess of 35 pounds, more than incidental dirt or rock, plastic, glass,
metal, painted or treated wood, plywood, particle board or other manufactured
products that contain glue, formaldehyde, nonorganic or nonbiodegradable
materials.
UUU. "Vector" means any nuisance such as odor, unsightliness, sound, or a
carrier, usually insects or rodents, that is capable of transmitting a disease.
VVV. "Yard waste" means the leaves, grass, weeds, and wood materials from
trees and shrubs from the single-family and multifamily residential sources of the
City's green waste (to include landscape haulings from residential sources).
Acceptable materials for collection include all yard waste as herein defined,
excluding treated or processed wood or lumber, bulky waste or any other
materials as shall be determined by the City as to not be salvageable. All
acceptable yard waste shall be void of nails, wire, rocks, dirt or any other material
that is not considered yard waste.
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8.25.030 Mandatory fees for recycling.
A. The City Council finds and determines that the regular collection of
recyclables by the contract or franchise agent(s) of the City from all places in the
City is a service to the premises from which it is collected. All owners or
occupants of premises generating recyclables shall pay the monthly collection fee
charged by the City's contract or franchise agent, not to exceed the City-approved
maximum rates. A schedule of maximum rates shall be kept on file with the City
Clerk and is available for public review. Maximum rates may be subject to
increase pursuant to the terms of the City's contract or franchise with the contract
or franchise agent(s). Subject to the terms of the then-in-effect contract or
franchise, the Council may from time to time establish such rates by resolution,
including the establishment of rates for different classifications of quantity
generators (small quantity generators, large quantity generators, residential,
commercial, or industrial, or subclassifications thereof) or types of materials
generated or other classifications which are deemed to be in the public interest.
B. Pursuant to California Public Resources Code Section 41900, et seq., the
City may, by resolution of the City Council, impose fees on City generators to pay
the actual costs incurred by the City in preparing, adopting or implementing an
integrated waste management plan in accordance with state mandates.
C. The contract or franchise agent shall provide billing service and be totally
responsible for the collection of such fees, at the same time and in the same
manner as the collection of charges for refuse collection pursuant to CVMC
8.24.180. No person shall willfully fail, neglect or refuse, after demand by the
contract or franchise agent( s), to pay the fees provided for herein.
8.25.035 Reserved.
(Ord. 2992 S 1,2005; Ord. 2740 S 3, 1998; Ord. 2492 S I, 1992; Ord. 2428 S 1,
1990).
8.25.040 Separation of recyclable materials, storage, and containers.
A. The owner, operator, and/or occupant of any premises, business
establishment, industry, or other property, vacant or occupied, shall be rebuttably
presumed to be the generators of, and be responsible for the safe and sanitary
storage of, all solid waste, designated recyclables, and compost accumulated on
the property. The designated recyclables and compost shall be stored separately
from refuse. The property owner, operator, or occupant shall store such solid
waste, designated recyclables, and compost on the premises or property in such a
manner so as not to constitute a fire, health, or safety hazard, and shall require it
to be handled in such a manner so as not to promote the propagation, harborage,
or attraction of vectors, or the creation oflitter or other nuisances.
B. A container or containers for designated recyclables shall be provided by the
contract or franchise agent( s) for any premises generating residential or
commercial recyclables, for the exterior collection of designated recyclables.
Containers for industrial recyclables shall be provided by the generator of the
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designated recyclables, unless otherwise arranged through the City Manager. The
containers shall effectively segregate the designated recyclables from refuse.
C. All such containers to be used in the City's recycling programs shall be
approved by the City Manager, in conjunction with the contract or franchise
agent(s) (or, in the case of industrial recyclables, the generators of the industrial
recyclables).
D. Designated recyclables shall be sorted according to type and/or as
established by program guidelines and placed in separate containers, containers
with segregated compartments, or commingled (in one recycling container), as
agreed upon by the City Manager and the contract or franchise agent(s).
Containers, if more than one, shall be grouped together and placed for collection
at the same time as when regular refuse collection occurs or at designated
recycling collection times (if different from refuse collection) and at designated
recycling collection locations.
E. All containers used for recycling purposes, storage or collection, including
commercial and industrial recycling containers used in City recycling programs as
well as all other containers used for recycling purposes whether owned or
operated by a commercial entity, nonprofit organization, or any other persons or
entity, shall be identified with the name and current telephone number of the
owner or the responsible agency or person. Commercial recycling containers shall
remain locked at all times in order to discourage scavenging and prevent dumping
of refuse in the container, unless exempted by the City Manager in conjunction
with the contract or franchise agent(s).
F. Containers which do not comply with the requirements of this Section shall
be presumed to be refuse and taken by the contract or franchise agent( s) for
disposal or potential use as salvaging or recycling containers.
G. It shall be unlawful for any person to dispose, dump, or otherwise place
material other than designated recyclables in a designated recycling container or
at a designated recycling collection or storage location.
H. Exemption. Designated recyclables which are source-sorted by their
generator for the purpose of recycling by selling them to a buy-back center or
donating them to a City-licensed nonprofit or community group conducting
recycling programs for the purpose of raising funds do not have to be placed in
the designated recycling container required by this Section, nor placed in a
designated recycling collection location in accordance with this Section. When
designated recyclables are received by a City-licensed nonprofit or community
group conducting recycling programs for the purpose of raising funds, they shall
be stored and sorted in accordance with this Section and transported to a buy-back
center for the purpose of recycling.
8.25.050 Mandatory recycling.
It shall be mandatory for all generators of residential, commercial, and
industrial recyclables in the City to separate from refuse, for recycling purposes,
all designated recyclables and otherwise participate in recycling as described by
this Chapter.
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8.25.060 Recycling programs.
A. The City Manager shall establish and promulgate reasonable regulations,
guidelines and other program-related specifics as to the implementation of
recycling programs for residential, commercial, and industrial recycling,
including the method for collection of designated recyclables.
B. Commercial and industrial establishments shall develop their respective "in-
house" recycling plans that provide for the collection of designated recyclables in
conjunction with the City's established recycling programs. The City and the
contract or franchise agent( s) shall assist in program development and provide
technical expertise and training materials.
C. Collection ofrecyclables from single-family residential units shall minimally
occur once weekly. For commercial and industrial entities, collection shall be
provided as needed to meet demand.
D. The City encourages use of buy-back centers, donation centers (for used
furniture and other reusable bulky items, and nonprofit agents), scrap dealers,
home and commercial composting, source reduction, and other creative, lawful
and environmentally sound efforts to reduce waste in accordance with this
Chapter that do not conflict with any established or planned City-sponsored
recycling, composting or source-reduction programs.
8.25.070 Reports.
A. All commercial and industrial establishments shall submit recycling tonnage
documentation on an annual basis to the City's conservation coordinator, due on
or before January 31 st, for the previous year. Annual reporting shall be on the
form promulgated by the City Manager, and commence on the first anniversary of
the date set forth in the mandatory recycling implementation schedule as
established in this Chapter as July I, 1993. Voluntary reporting prior to the
required mandatory recycling is encouraged.
B. Effective July I, 2008, all Applicants for a Construction or Demolition
permit for a Covered Project must submit a Waste Management Report (WMR) to
the Waste Management Report Compliance Official for approval, prior to permit
issuance, per Section 8.25.095.
8.25.080 Scavenging.
A. It shall be unlawful for any person other than authorized City personnel or
contract or franchise agent(s) to remove any separated designated recyclable(s) or
salvageable commodity from any designated recycling collection or storage
location, or designated recycling container. However, the original generator of the
designated recyclables may, for any reason, remove the designated recyclables
placed by said generator from the designated recycling container or designated
recycling collection or storage location in which said generator had originally
placed them.
B. It shall be unlawful for any person to disturb, modify, harm, or otherwise
tamper with any container or designated recycling collection or storage location
containing designated recyclables, or the contents thereof, or to remove any such
container from the location where the same was placed by the generator thereof,
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or to remove the contents of any such container, unless authorized by the
generator of such designated recyclables or duly authorized City personnel or
contract or franchise agent(s).
8.25.090 Composting.
A. Every establisher of a composting pile, bin, holding area or other such
composting system shall first obtain a permit from the City, if the total volume
used within the boundaries of the premises for composting is 15 cubic yards or
greater.
B. Every composting pile, bin, holding area or other such composting system
shall be maintained so as to not create a public or private nuisance through visual,
odor, safety and/or other means, or as prescribed in Chapter 19.66 CYMe.
Without constituting a [imitation on the foregoing, no such composting pile, bin,
holding area or other such composting system shall be maintained within six feet
from an exterior window, exterior door or other exterior entrance to an inhabited
residential structure other than one owned by the owner of such compo sting
system.
e. The owner, operator, or occupier of property containing a composting pile,
bin, holding area or other such compo sting system that is greater than five feet
high, five feet wide and five feet in length shall weekly monitor temperature,
through utilization of a thermometer designed for such purposes.
D. No single compost pile, bin, holding area or other such composting system
on a residential single-family (as defined in Ordinance No. 2443) premises shall
be more than five feet in height and/or greater than six feet in width or length.
8.25.095 Construction and Demolition Debris Recycling
A. Projects.
I. Covered Projects. The following project categories are Covered Projects
and must comply with this Section 8.25.095:
a. Any Project requiring a permit for Demolition or Construction, with a
Project valuation of $20,000 or more, unless defined as a Non-Covered Project in
Section 8.25.095.A.3., below.
b. Any sequenced developments, such as housing subdivision
Construction or subdivision Demolition must be considered as a "project" in its
entirety for purposes of this Section, and not as a series of individual projects.
2. City-Sponsored Projects. All City Construction and Demolition projects
shall be considered "Covered Projects" and shall submit a Waste Management
Report to the City Manager or designee prior to issuance of any Construction or
Demolition permits.
3. Non-Covered Projects. A Performance Deposit and Waste Management
Report shall not be required for the following:
a. Work for which a Construction or Demolition permit is not required.
b. Roofing projects that do not include tear-off of existing roof.
c. Work for which only a plumbing, only an electrical, or only a
mechanical permit is required.
d. Seismic tie-down proj ects
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e. Projects less than 10,000 square feet, where no structural building
modifications are required.
f. Emergency required to protect public health and safety.
g. Individual single-family home Renovations that are not part of a larger
project.
While not required, it shall be encouraged, that at least 50% of all project-
related Construction, Renovation and Demolition waste from Non-Covered
Projects be Diverted.
B. Submission of Waste Management Report.
1. Construction and Demolition Waste Management Report Forms.
Applicants for any Covered Project shall complete and submit a Construction and
Demolition Waste Management Report on a Waste Management Report form
(WMR) approved by the City for this purpose. The WMR shall be submitted for
review and approval, prior to issuance of a Construction or Demolition permit.
The completed WMR shall indicate all of the following:
a. The type of proj ect;
b. The total square footage ofthe project;
c. The estimated volume or weight of Construction and Demolition debris,
by material type, to be generated;
d. The maximum volume or weight of Construction and Demolition debris
that will be recycled or Diverted from the landfill;
e. The maximum volume or weight of Construction and Demolition debris
that will be disposed of in a landfill; and
f. The vendors or facilities that the Applicant proposes to use to collect
process or receive the Construction and Demolition debris.
In estimating the volume or weight of materials identified in the WMR, the
Applicant shall use the standardized conversion rates established and approved by
the City for this purpose.
2. Initial Application. Not withstanding any other provision of this Code, no
Construction or Demolition permit maybe issued until the initial Construction and
Demolition Waste Management Report has been approved by the WMR
Compliance Official. The WMR Compliance Official will respond to the
applicant's WMR submittal within 10 business days with an approval, denial or
request for clarification. If the WMR Compliance Official does not respond
within 10 business days, the applicant should notify the Official. After
notification by the Applicant, the Official will then have three business days to
complete the review. If the review is not completed within three business days
after the notification, the deposit requirement will be waived.
3. Amount of Security. The Applicant for any Covered Project shall submit a
Performance Deposit. The amount of the Performance Deposit shall be calculated
as the lesser of three percent of the Total Project Cost or $30,000. Acceptable
forms of payment include Cash, Money Orders, and Checks.
The WMR Compliance Official shall waive the Performance Deposit if the
total deposit required pursuant to this Section would be fifty dollars or less.
Performance Security funds will be placed in a secured account, subject to
interest, and returned to the Applicant upon acceptance of proof of compliance in
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full, or if partial compliance, on a prorated basis dependent on the degree of
compliance. All interest earned will be the property of the City and used for waste
reduction and recycling activities.
4. Documentation. Within 30 days after Demolition is completed (if a
Demolition permit only) or 30 days after the issuance of a certificate of
occupancy or at the time of issuing the last certificate of occupancy for units
within a phased Project of any Covered Project, the Applicants shall submit to the
WMR Compliance Official, documentation that it has met the Diversion
Requirement for the Project, unless Applicant has been granted an Exemption
pursuant to Section 8.25.095.C of this Chapter. The documentation shall include
all of the following:
a. Receipts from the vendor or facility that received each material,
showing the actual weight or volume of that material;
b. A copy of the completed Waste Management Report form, in its
entirety; and
c. Photographs and narrative documentation of the Applicant's Reuse
activities.
5. Weighing of Wastes. Applicants shall make reasonable efforts to ensure
that all Construction, Renovation and Demolition waste Diverted for Reuse or
disposed of is measured and recorded using the most accurate method of
measurement available. To the extent practical, all Construction, Renovation and
Demolition waste shall be weighed by measurement on scales. Such scales shall
be in compliance with all regulatory requirements for accuracy and maintenance.
For Construction, Renovation and Demolition waste for which weighing is not
practical due to small size or other considerations, a volumetric measurement
shall be used. For conversion of volumetric measurements to weight, the
Applicant shall use the standardized rates established by the Conversion Rates
Table approved by the City for this purpose. Conversion Rate Tables will be
included with the Waste Management Report form.
6. Determination of Compliance and Release of Performance Deposit. The
WMR Compliance Official shall review the information submitted under this
Section and determine whether the Applicant has complied with the Diversion
Requirement, as follows:
a. Compliance. If the WMR Compliance Official determines that the
Applicant has fully complied with lhe Diversion Requirement applicable to the
Project, he or she shall cause the release of the Performance Deposit to the
Applicant within 30 days of the Applicant's submission of the documentation
required under this Section. If the Applicant has complied in part, a portion of the
performance deposit will be withheld. The amount withheld will be proportional
to the percentage of materials that are not Recycled/Diverted.
b. Noncompliance. If the WMR Compliance Official determines that the
Applicant failed to submit the documentation within the required time period,
then the Performance Deposit shall be forfeited to the City. All forfeited and/or
unrecovered funds shall be used for waste reduction and recycling activities.
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C. Exemption.
1. Application. If an Applicant for a Covered Project experiences unique
circumstances that the Applicant believes make it infeasible to comply with the
Diversion Requirement, the Applicant may apply for an Exemption at the time
that he or she submits the WMR. The Applicant shall indicate on the WMR the
maximum rate of diversion he or she believes is feasible for each material and the
specific circumstances that he or she believes makes it infeasible to comply with
the Diversion Requirement.
2. Meeting with WMR Compliance Official. The WMR Compliance Official
shall review the information supplied by the Applicant and may meet with the
Applicant to discuss possible ways of meeting the Diversion Requirement.
3. Granting of Exemption. If the WMR Compliance Official determines that
it is infeasible for the Applicant to meet the Diversion Requirement due to unique
circumstances, he or she shall determine the maximum feasible diversion rate for
each material and shall indicate this rate on the WMR submitted by the Applicant.
The WMR Compliance Official shall return a copy of the WMR to the Applicant
marked "Approved with Exemption." The Applicant shall then be responsible for
Diverting the revised rate noted by the WMR Compliance Official on the
Approved WMR, in compliance with the provisions of this Section.
4. Denial of Exemption. If the WMR Compliance Official determines that it
is possible for the Applicant to meet the Diversion Requirement, he or she shall so
inform the Applicant in writing. The Applicant shall resubmit a WMR form in,full
compliance with Section 8.25.095. If the Applicant fails to resubmit the WMR, or
if the resubmitted WMR does not comply with this Section, the WMR
Compliance Official shall deny the WMR.
D. Appeal.
Appeals. Appeals of a determination made by the WMR Compliance Official
under this Section 8.25.095 shall be made to the City Manager or designee. The
appeal shall be in writing and filed with the City Clerk within ten (10) business
days of issuance of the WMR Compliance Official's decision. The appeal shall be
limited to the following issues: (1) the granting or denial of an exemption; and (2)
the amount of security to be released. The decision of the City Manager or
designee shall be final.
8,25.100 Enforcement.
A. The City Manager or designee is responsible for enforcing the provisions of
this Chapter.
B. Types of materials included in designated recyclables may be
administratively deleted by the City Manager under emergency conditions (to
include market failures), subject to formal ordinance amendment approved by the
City Council, if such conditions persist.
C. Nothing in this Chapter or its implementing regulations shall prevent the
City or its contract or franchise agent(s) from efforts to obtain voluntary
compliance by way of warning, notice of violation, educational or other means.
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Ordinance No.
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8.25.110 Severability.
If any provision, clause, sentence or paragraph of this Chapter or the
application thereof to any person or circumstances shall be held invalid, such
invalidity shall not affect the other provisions or application of the provisions of
this Chapter which can be given effect without the invalid provision or
application, and to this end the provisions of this Chapter are hereby declared to
be severable.
SECTION II: Effective Date.
This ordinance shall take effect thirty days after final passage.
Presented by:
Approved as to form by:
~
~ro)
Moore U
. Attorney
Dave Byers
Director of Public Works
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ORDINANCE NO. G AND ADOPilON
ECOND REJ\DIN
ORDINANCE OF THE CITY OF CHUL~ VISTA ACCEPTING
THE WESTERN TRANSPORTATION DEVELOPMENT IMPACT
FEE REPORT (TF-358) PREPARED BY STAFF AND
ESTABLISHING A WESTERN TRANSPORTATION
DEVELOPMENT IMPACT FEE PROGRAM TO MITIGATE
TRANSPORTATION IMPACTS WITHIN WESTERN CHULA
VISTA EXCLUDING PROJECTS - I-5-l7, STM-36l, RAS-15, BP-5,
I-805-2, RAS-17, BP-4, BP-2, AND OR-4
WHEREAS, the adoption of the City's General plan indicated that future growth was going to
occur in the City west ofI-805; and
WHEREAS, the traffic studies for the City's General Plan and the Urban Core Specific Plan
show the City's transportation network will be impacted by new development within the western
portion of the City unless new transportation facilities are added to accommodate the new
development; and
WHEREAS, since January 1987, the City has had a program in place for the collection of a
transportation development impact fee for the financing of street improvements in the area east of
Interstate 805.
WHEREAS, the Engineer's Report establishes that the transportation facilities necessitated by
development within the western portion of the City comprise an integrated network; and
WHEREAS, the Western Transportation Development Impact Fee is solely based upon that
portion of the project costs which are attributable to new development; and
WHEREAS, on March 4, 2008, the City Council of the City of Chula Vista held a duly noticed
public hearing at which oral or written presentations regarding the Western Transportation
Development Impact Fee could be made; and
WHEREAS, pursuant to the Municipal Code and California Government Code Sections 66000,
et. seq., the City Council has accepted a report entitled "Engineer's Report for the Western
Transportation Development Impact Fee" ("Engineer's Report") dated February, 2008 that analyzed
the Western Transportation Development hnpact Fee necessary to fund transportation facilities needed
to serve future development within the western portion of the City; and
WHEREAS, the City's Environmental Review Coordinator has reviewed the proposed activity
for compliance with the California Environmental Quality Act (CEQA) and has determined that the
activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines; therefore,
pursuant to Section l5060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA; and
WHEREAS, the City Council of the City of Chula Vista is placing this ordinance on its first
reading which will establish a development impact fee per equivalent dwelling unit (EDU) to finance
transportation facilities within the western portion of the City of Chula Vista; and
ORD#1
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WHEREAS, pursuant to Govemment Code Section 660l7(a), the fees proposed by this
ordinance will not become effective until sixty (60) days after its first reading; and
NOW, THEREFORE BE IT ORDAINED, that the City Council of the City of Chula Vista
does hereby adopt Chapter 3.55 of the Chula Vista Municipal Code relating to transportation
development impact fees to pay for various transportation facilities located on the westside of the City
as follows:
SECTION 1: Findings
The City Council finds, after consideration of the evidence presented to it including the "Engineer's
Report for the Western Transportation Development Impact Fee" dated February, 2008, that the
creation of a transportation development impact fee is necessary in order to assure that there are
sufficient funds available to finance the transportation facilities necessary to serve development west
ofI-805; and
The City Council finds that new development within the western portion of the City of Chula Vista
should be required to mitigate the burden created by development through the construction of
transportation facilities; and
The City Council finds, based on the evidence presented at the public hearing, and consistent with the
City's General Plan, and the various reports and information received by the City Council in the
ordinary course of its business, that the imposition of traffic impact fees on all development within the
western portion of the City of Chula Vista for which building permits have not been issued is
necessary in order to protect the public health, safety and welfare by providing for the public
transportation facilities to assure effective implementation of the City's General Plan; and
The City Council finds that the amount of the proposed fees levied by this ordinance does not exceed
the estimated cost of providing the transportation facilities.
SECTION 2: Chapter 3.55 of the Chula Vista Municipal Code is hereby adopted and shall read as
follows:
3.55.010 General intent.
The City's General Plan Land Use and Transportation Element requires that adequate public facilities
be available to accommodate increased population created by new development within the City of
Chula Vista.
The City Council has determined that new development will create adverse impacts on the City's
existing public transportation facilities which must be mitigated by the financing and construction of
certain public transportation facilities which are the subject of this chapter. New development
contributes to the cumulative burden on these public transportation facilities in direct relationship to
the amount of vehicular traffic and population generated by the development or the gross acreage of
the commercial or industrial land in the development.
The City Council has determined that a reasonable means of financing the public transportation
facilities is to charge a fee on all developments within the western portion of the City. imposition of
the Western Transportation Development Impact Fee on all new development for which building
3-2
ORD# 1
permits have not yet been issued is necessary in order to protect the public health, safety and welfare,
thereby ensuring effective implementation of the City's General Plan.
3.55.020 Definitions.
For the purposes of this chapter, the following words or phrases shall be construed as defined herein,
unless from the context it appears that a different meaning is intended.
A. "Building permit" means a permit required by and issued pursuant to the
Uniform Building Code.
B. "City Engineer" means the City Engineer, the City Engineer's designee or the
City Manager's designee.
C. "Density" means dwelling units per gross acre identified for each planning
area shown on the approved tentative map or approved tentative parcel map or
as determined by the City Manager's designee.
D. "Developer" means the owner or developer of a development.
E. "Development permit" means any discretionary permit, entitlement or
approval for a development project issued under any zoning or subdivision
ordinance of the City.
F. "Development project" or "development" means any activity described as the
following:
1. Any new residential dwelling unit developed on vacant land;
2. Any new commercial/office or industrial development constructed on vacant land;
3. Any expansions to established developments or new developments on nonvacant land in
those land use categories listed in subsections (F)( I) and (2) of this section, if the result
is a net increase in dwelling units. The fee shall be based solely on this net dwelling unit
increase;
4. Any new or expanding special land use project;
5. Any special purpose project developed on vacant land or nonvacant land, or expanded
within a pre-existing site, if the result is a net increase in dwelling units. The fee shall
be based solely on this net dwelling unit increase;
6. Any other development project not listed above but described in Section 65927 and
65928 of the State Government Code.
"Community purpose facility" means a facility which serves one of the following purposes:
1. Social service activities, including such services as Boy Scouts and Girl Scouts, Boys
and Girls Club, Alcoholics Anonymous and services for the homeless;
2. Public schools;
3. Private schools;
4. Day care;
5. Senior care and recreation;
6. Worship, spiritual growth and development.
H. "Western portion of the City of Chula Vista" generally means that area of the
City located between the City boundary on the west, Interstate 805 on the east,
the City boundary on the north and the City's boundary on the south, as shown
on the map entitled "Figure 1" of the Engineering study.
1. "Engineering study" and "Engineer's Report" means the Engineer's Report for
the Western Transportation Development Impact Fee dated February, 2008
and prepared by City staff on file in the Office of the City Clerk.
J. "Regional Arterial System" (RAS) RAS roadways are generally described as
those facilities that act as a critical link in providing direct connections
between communities ensuring system continuity and congestion relief in high
3-3
ORD# 1
volume corridors. They are roadways that are listed in the most recent edition
of SANDAG' s Regional Transportation Plan
K. "Special land use" means any nonresidential, non-commercial/office or
nonindustrial development project (e.g., Olympic Training Center, hospitals,
utilities), or non-special purpose project.
L. "Special purpose project" means any for-profit community purpose facility
(e.g., day care).
3.55.030 Public transportation facilities to be fmanced bv the fee.
A. The public transportation facilities ("facilities") which are the subject matter of the fee, are
listed below as detailed in subsection C of this section and in the Engineer's Report on file in
the Office of the City Clerk.
B. The City Council may modify or amend the list of projects in order to maintain compliance
with the circulation element of the City's General Plan.
C. The facilities are as follows:
1. (I-5-1) I-5/E Street NB off-ramp restriping add lane
2. (I-5-2) I-5/E Street/Bay Blvd SB off-ramp restriping add lane
3. (I-5-3) I-5/NB ramp widening at E, H, J, Ind., Palomar & Main Sts
4. (I-5-4) E Street bridge widening over I-5
5. (I-5-5) F Street bridge widening over I-5
6. (I-5-6) I-5/H Street NB off-ramp restriping add lane
7. (I-5-7) I-5/H Street SB off-ramp restriping add lane
8. (I-5-8) H Street bridge widening over I-5
9. (I-5-9) 1-5/1 Street NB off-ramp restriping add lane
10. (I-5-10) I-5/1 Street undercrossing widening add EB-NB
11. (I-5-1l) L Street bridge widening over I-5 (S/W for peds)
12. (1-5-12) I-5/Bay Blvd (south ofL St.) SB on/off ramps traffic signal
13. (I-5-13) I-5/Industrial Blvd NB on/off ramps traffic signal
14. (I-5-14) I-5/Palomar Street bridge widening
15. (I-5-l5) I-5/Main Street NB on/off ramps traffic signal
16. (I-5-16) I-5/Main Street bridge widening
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Interstate-80S Improvements
17. (I-805-l) NB on-ramp widening & metering at Bonita, East H St (EB-NB), Telegraph
Canyon Road (Project I-805-l is 100% funded in 2006 RTIP with State funds.)
State Route 54 Improvements
18. (SR-54-l) SR-54 WB off-ramp restripe at Broadway
19. (SR-54-2) SR-54 EB off-ramp at N. Fourth Avenue - add ramp lane
Regional Arterial System (RAS) Projects
20. (RAS-l) Bonita Road from First Avenue to I-805
21. (RAS-2) Broadway from C Street to south of Main Street (City Limits)
22. (RAS-3) E Street improvements - First Ave to Bonita RoadIE. Flower St
23. (RAS-4) E Street improvements, I-5 to 300' east ofNB ramp
24. (RAS-5) E Street LRT grade separation (underpass LRT option)
25. (RAS-6) H Street LRT grade separation (underpass LRT option)
26. (RAS-7) H Street at Broadway EB queue jumper lane & traffic signal modifications
27. (RAS-8) H Street l4'-wide median & street light improvements
28. (RAS-9) H Street widening to 6-lanes from Interstate-5 to Broadway
29. (RAS-lO) H Street improvements from Second Ave to Hilltop Drive
(RAS-ll) East H St. north side improvements from Hilltop Dr. to I-805
(RAS-12) L Street/Bay Blvd traffic signal & add turn lanes
(RAS-13) L Street improvements south side west ofIndustrial Blvd
(RAS-14) Telegraph Canyon Road at I-80S south side sidewalk
(RAS-16) Palomar Street improvements from I-S to I-805
(RAS-18) H St/4th Ave add WB-NB & EB-SB right turn lanes
(RAS-19) H St/4th Ave add WB-NB & EB-SB right turn lanes
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General Plan Impacts and Mitigations
(GP-l) E. St. from Marina Parkway to I-S
(GP-2) Marina Parkway from ESt. to J St.
(GP-3) L St. from Hilltop Drive to I-80S
Parkway (GP-4) Main St. from I-5 to Broadway
(GP-S) Main St. from Broadway to Hilltop Dr.
(GP-6) Third Avenue from L St. to Palomar St.
(GP-7) H St. from Marina Parkway to I-S
(GP-8) J St. from Marina Parkway to I-S
Bicycle & Pedestrian Facilities Improvements (21 % WTDIF share per GPU)
(BP-l) Bayshore Bikeway (bike path) between E Street & F Streets
(BP-3) Industrial Blvd improvements & bike lanes from L St. to Main Street
(BP-6) Develop bicycle paths & pedestrian access to Third Avenue
Midbayfront Local Coastal Program Roadways
(Mid-I) E Street restripe to add EB-NB dual left turn to NB I-S on-ramp.
(Mid-2) I-S/E St. SB off-ramp widening to add fourth lane
(Mid-3) Bay Blvd 15' widening along Westerly Curb Line at ESt. approach for ISB/3NB
(Mid-4) I-S/E St. NB widen off-ramp to add 3rd lane for Right Turn only lane
(Mid-S) E St revisions to median and North Curb Line east ofI-S to add 3rd WB lane.
(Mid-6) Marina Parkway 4-lane from E St. to J St.
(Mid-7) E St./Woodlawn Ave EB-SB RT lane plus a Traffic Signal
(Mid-8) E St. at Broadway add WB & EB LT lane + WB & EB RT only lane
plus a Traffic Signal & No R/W costs.
(Mid-9) F St/Broadway restriping to provide EB-SB & WB-NB RT lane
(Mid-l 0) H Street widening at Broadway for WB Thru & EB Thru & RT only.
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ORO# 1
Other Roadways
(OR-I) N. 4th Avenue/Brisbane Ave traffic signal modifications
(OR-2) Second Avenue/D Street all-way stop installation
3.55.040 Territorv to which fee applicable.
The area of the City of Chula Vista to which the fee herein established shall be applicable is the
territorial limits of the western portion of the City ofChula Vista ("territory") as defined above, as they
may from time to time be amended.
3.55.050 Establishment of a fee.
A development impact fee ("fee") is hereby established to pay for the facilities within the territory. The
fee shall be paid upon the issuance of building permits for each development project within the western
portion of the City of Chula Vista. The WTDIF fee in the amounts set forth in CVMC 3.55.030 is
hereby established to pay for transportation improvements and facilities within the western portion of
the City of Chula Vista.
3.55.060 Determination of fees bv land use catel!orv.
A. For purposes of this fee, single-family dwelling units shall include single-
family detached homes and detached condominiums; multifamily dwelling
units shall include attached condominiums, townhouses, duplexes, triplexes,
and apartments. The density of the development type shall be based on the
number of dwelling units per gross acre for single-family or multifamily
residential and shall be based upon the densities identified on the approved
tentative map or approved tentative parcel map entitling the development
unless otherwise approved in writing by the City Manager's designee.
B. Commercial/office and industrial development projects shall be charged on a
per acre or per square footage basis. For purposes of this fee, gross acreage
and lor square footage as it applies to the commercial, industrial and office
development types, means all land area that the City Manager's designee
deems necessary within the boundary of the parcel or parcels of the
development project for which building permits are being requested.
C. The fee multiplied by the total number of dwelling units, square footage or
acres within a given development project represents a developer's fair share
("fair share") for that development project.
3.55.070 Time to determine amount due.
The fee for each development shall be calculated at the time of building permit issuance and shall be
the amount as indicated at that time, and not when the tentative map or fmal map were granted or
applied for, or when the building permit plan check was conducted, or when application was made for
the building permit. No building permit shall be issued unless the development impact fee is paid. The
fees shall be deposited into a WTDIF fund, which is hereby created, and shall be expended only for the
purposes set forth in this chapter. The Director of Finance is authorized to establish various accounts
within the fund for the various improvements and facilities identified in this chapter and to periodically
make expenditures from the fund for the purposes set forth herein in accordance with the facilities
phasing plan or capital improvement plan adopted by the City Council. The City Council finds that
collection of the fees established by this chapter at the time of the building permit is necessary to
3-7
ORD# 1
ensure that funds will be available for the construction of facilities concurrent with the need for those
facilities and to ensure certainty in the capital facilities budgeting for the western part of the City.
3.55.080 Purpose and use of fee.
The fees collected shall be used by the City for the following purposes as determined by the City
Council:
I. To pay for the construction of facilities by the City, or to reimburse
the City for facilities installed by the City with funds from other
sources.
2. To reimburse developers who have been required by
CVMC3.55.l50 A to install improvements that are major streets
and are listed in CVMC 3.55.030.
3. To reimburse developers who have been permitted to install
improvements pursuant to CVMC 3.55.150 B.
3.55.090 Amount of fee.
A. The fee shall be the amounts as set forth below in Table 1. The fee shall be adjusted on July I
of each year beginning in 2009. The annual inflation adjustment will be 2 % or based on
Caltrans highway construction cost index, whichever is higher. The program collects 2% of the
total improvement cost estimate for staff administration and an additional I % for SANDAG
Administrative costs.
B. Adjustments of the fee based upon the annual inflation adjustment or the Caltrans Highway
Construction Cost Index shall be automatic and shall not require further action by the City
Council. The WTDIF may also be reviewed and amended by the City Council as necessary
based on changes in the type, size, location or cost of the facilities to be financed by the fee;
changes in land use designation in the City's General Plan; and upon other sound engineering,
financing and planning information.
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ORD# 1
Prooosed TDIF Fee oer EDU: I $3,243.00
Land Use Classification I ED Us I TDIF Rate
RESIDENTIAL
Residential (LOW) 0-6 dwelling units oer acre I oer EDU $3,2431 DU
Residential (MED) 6.1 To 20 dwelling units per acre .8per EDU $2,5941 DU
Residential (HIGH) Over 20 dwellin~ units per acre .6 per EDU $1,9461 DU
Mobile Home .5 per EDU $1,6221 DU
COMMERCIAL
Contain 1-5 major dept. stores & usually have
more than 50 tenants. Typically larger than 40
Regional Commercial acres. 20 EDUI Acre $64,860 1 Acre
Smaller in that size than regionaL Contain junior
Dept. Store or variety Store,( i.e. Target Center
with other commercial stores)as a major tenant
and have 15 to 50 other tenants. Smaller in size,
Community Commercial 8-20 acres. 28 EDU/Acre $90,8041 Acre
Less than 10 acres. Includes supermarket and
Neighborhood Commercial drug store. Mav include office spaces. 48 EDU/Acre $155,6641 Acre
Neighborhood Commercial Same as above but in Square Foota.ge 4.8 EDU/KSF $I5,664/KSF
Commercial activities found along major streets,
not in a planned center with limited on-site
Street Front Commercial oarkincr. 16EDU/Acre $5I,888/Acre
Retail Commercial Specialty Retail/Strip Commercial 16EDU/Acre $51,888/KSF
Usually located Dear transportation facilities.
Structures are usually large and cover majority of
the parceL Examples are clothing and supply,
Wholesale Trade also includes swap meet areas. 24EDU/Acre $77,8321 Acre
OFFICE
High Rise Office More than 100,000 S.F. and 6+ Stories 60 EDUI Acre $194,5801 Acre
Low Rise Office < 6 Stories 30EDU/Acre $97,290/Acre
Low Rise Office (in thousands < 6 Stories
of square feet) 2EDU/KSF $6,4861 KSF
Medical Office Medical and Dental Facilities SOEDU/Acre $162,1501 Acre
LODGING
Low Rise HoteVMotel < 4 Stories 20 EDUI Acre $64,8601 Acre
Low Rise Hotel or Motel < 4 Stories I EDU/Room $3,2431 Room
High Rise Hotel >~4 Stories 30 /EDUI Acre $97,290/Acre
INDUSTRY
Shipbuilding, airframe, and aircraft
manufacturing. Usually located next to
transportation facilities and commercial areas.
Heavy Industry Parcels are tvnically 20-50 Acre. 12EDU/Acre $38,916/Acre
Usually large buildings located near freeways,
Warehouse IStorage industrial or strin commercial areas. 6 EDUI Acre $I9,458/Acre
Office/industrial uses clustered inro a center. The
primary uses are industrial by may include high
percentages of other uses in service or retail
Industrial Park activities. 9 EDU/ Acre $29,187/Acre
All other industrial uses and manufacturing not
I, ight Industrial included in categories above. 20 EDU/ Acre $64,8601 Acre
Table I
PROPOSED WTDIF FEE PER LAND USE CLASSIFICATION
3-9 ORD#1
3.55.100 Development projects exempt from the fee.
A. Development projects by public agencies shall be exempt from the provisions of the fee if those
projects are designed to provide the public service for which the agency is charged ("public
purpose").
B. Community purpose facilities which are not operated for profit ("nonprofit community purpose
facilities") are also exempt inasmuch as these institutions provide benefit to the community as a
whole, including all land use categories which are the subject matter of the fee. The City
Council hereby determines that it is appropriate to spread any impact such nonprofit
community purpose facilities might have to the other land use categories subject to the fee. In
the event that a court determines that the exemption herein extended to community purpose
facilities shall for any reason be invalid, the City Council hereby allocates the nonprofit
community purpose facilities' fair share to the City of Chula Vista and not to any of the land
use categories which are the subject matter of the development impact land use categories.
C. Development projects which are additions or expansions to existing dwelling units or
businesses, except special land use projects, shall be exempt if the addition or expansion does
not result in a net increase in dwelling units or commercial/industrial acreage.
3.55.110 Authority for accountinl! and expenditures.
A. The fees collected shall be deposited into a Western Transportation Development Impact Fee
financing fund ("WTDIF fee fund," or "fund"), which is hereby created and shall be expended
only for the purposes set forth in this chapter.
B. The director of finance is authorized to establish a single fund for the various facilities
identified in this chapter and to periodically make expenditures from the fund for the purposes
set forth herein.
3.55.120 Findill!!s.
The City Council finds that:
A. Collection of the fee established by this chapter at the time of the building permit issuance is
necessary to provide funds for the transportation facilities identified in CVMC 3.55.030 and to
ensure certainty in the capital facilities budgeting for growth impacted public transportation
facilities; and
B. The purpose of the Fees hereby enacted prevents new development from reducing the quality
and availability of public transportation infrastructure facilities provided to residents of the City
by requiring new development to contribute to the cost of additional capital transportation
infrastructure improvements needed to meet the growth generated by such development; and
C. The revenue from the fees hereby enacted will be used to construct public facilities and
infrastructure and pay for other capital expenditures needed to serve new development as
identified in the Engineer's Report dated February, 2008; and
D. Based on analysis presented in the Engineer's Report there is a reasonable relationship between
1. The use of the fees and the types of development projects on which they are imposed and
2. The need for facilities and the types of development projects on which the fees are imposed.
3. The amount of the fee and the cost of the public facility or portion of the public facility
attributable to the development on which the fee is imposed.
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ORD# 1
3.55.130 Fee additional to other fees and charges.
This fee is in addition to the requirements imposed by other City laws, policies or regulations relating
to the construction or the financing of the construction of public improvements within subdivisions or
developments
3.55.150 Developer construction of transportation facilities.
A. Whenever a developer of a development project would be required by application of City law
or policy, as a condition of approval of a development permit to construct or finance the
construction of a portion of a transportation facility identified in Section 3.55.030 the City
Council may impose an additional requirement that the developer install the improvements
with supplemental size, length or capacity in order to ensure efficient and timely construction
of the transportation facilities network. If such a requirement is imposed, the City Council
shall, in its discretion, enter into a reimbursement agreement with the developer, or give a
credit against the fee otherwise levied by this chapter on the development project, or some
combination thereof.
B. Whenever a developer requests reimbursement, or a credit against fees, for work to be done or
paid for by the developer under subsection (A) of this section, the request shall be submitted in
writing to the City Manager's designee.
1. The request shall contain a description of the project with a detailed cost estimate
which itemizes those costs of the construction attributable to the transportation facility
project and excludes any work attributable to a specific subdivision project. The
estimate is preliminary and the amount of reimbursement or credit against fees is
subject to final determination by the City Manager's designee. Additional information
shall be provided to the City by the developer upon request of the City.
2. Such reimbursement or credit against fees shall be subject to the following conditions:
a. Requirements of Developer.
i. Preparation of plans and specifications for approval by the City;
ii. Secure and dedicate any right-of-way required for the transportation facility
project;
iii. Secure all required permits and environmental clearances necessary for the
transportation facility project;
iv. Provision of performance bonds (where the developer intends to utilize provisions
for immediate credit, the performance bond shall be for 100 percent of the value of the
transportation facility project);
v. Payment of all City fees and costs.
b. The City will not be responsible for any of the costs of constructing the
transportation facility project. The developer shall advance all necessary funds to construct the
transportation facility proj ect.
c. The developer shall secure at least three qualified bids for work to be done and shall
award the construction contract to the lowest qualified bidder. The developer may combine the
construction of the transportation facility project with other development-related work and
award one construction contract for the combined work based on a clearly identified process
for determining the low bidder, all as approved by the City Manager's designee. Should the
construction contract be awarded to a qualified bidder who did not submit the lowest bid for
the transportation facility project portion of the contract, the developer will only receive
transportation development impact fee credit based on the lowest bid for the transportation
facility portion of the contract. Any claims for additional payment for extra work or charges
shall be justified, shall be documented to the satisfaction of the City Manager's designee and
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ORD# 1
shall only be reimbursed at the prices for similar work included in the lowest bid for the
transportation facility portion of the contract.
d. Upon complying with the conditions set forth in subsections (B)(l) and (B)(2)( a) of
this section as determined by the City and upon approval of the estimated cost by the City
Manager's designee, the developer shall be entitled to immediate credit for 50 percent of the
estimated cost of the construction attributable to the transportation facility project. Once the
developer has received valid bids for the project which comply with subsection (B)(2)(c) of
this section, entered into binding contracts for the construction of the project, and met the
conditions set forth in subsections (B)(l) and (B)(2)(a) of this section as determined by the
City, all of which have been approved by the City Manager's designee, the amount of the
immediate credit shall be increased to 75 percent of the bid amount attributable to the
transportation facility project. The immediate credits shall be applied to the developer's
obligation to pay transportation development impact fees for building permits issued after the
establishment of the credit. The developer shall specify these building permits to which the
credit is to be applied at the time the developer submits the building permit applications.
e. If the developer uses all of the immediate credit before final completion of the
transportation facility project, then the developer may defer payment of development impact
fees for other building permits by providing to the City liquid security such as cash _or an
irrevocable letter of credit, but not bonds or set-aside letters, in an amount equal to the
remaining amount of the estimated cost of the transportation facility project.
f. When all work has been completed to the satisfaction of the City, the developer shall
submit verification of payments made for the construction of the transportation facility project
to the City. The City Manager's designee shall make the final determination on expenditures
which are eligible for credit or cash reimbursement.
g. After final determination of eligible expenditures has been made by the City
Manager's designee and the developer has complied with the conditions set forth in subsection
(B) of this section, the final amount of transportation development impact fee credits shall be
determined by the City Manager's designee. The developer shall receive credit against the
deferred fee obligation in an amount equal to the difference between the final expenditure
determination and the amount of the 75 percent immediate credit used, if any. The City shall
notify the developer of the final deferred fee obligation, and of the amount of the applicable
credit. If the amount of the applicable credit is less than the deferred fee obligation, then the
developer shall have 30 days to pay the deferred fee. If the deferred fees are not paid within the
30-day period, the City may make a demand against the liquid security and apply the proceeds
to the fee obligation.
h. At the time building permits are issued for the developer's project, the City will
incrementally apply credit which the developer has accrued in lieu of collecting the required
transportation development impact fees. The amount of the credit to be applied to each
building permit shall be based upon the fee schedule in effect at the time of the building permit
issuance. The City Manager's designee shall convert such credit to an EDU basis for
residential development and/or a gross acre basis for commercial or industrial development for
purposes of determining the amount of credit to be applied to each building permit.
i. If the total eligible construction cost for the transportation facility project is more than
the total transportation development impact fees which will be required for the developer's
project, then the amount in excess of development impact fees will be paid in cash when funds
are available as determined by the City Manager; a reimbursement agreement will be executed;
or the developer may waive reimbursement and use the excess as credit against future
transportation development impact fee obligations. The City may, in its discretion, enter into
an agreement with the developer to convert excess credit into EDU and/or gross acre credits for
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ORD# 1
use against future development impact fee obligations at the fee rate in effect on the date of the
agreement.
j. The requirements of this subsection (B) of this section may, in the City's discretion,
be modified through an agreement between the developer and the City and approved by City
Council.
C. Whenever a transportation development impact fee credit is generated by
constructing a transportation facility using assessment district or community
facilities district fmancing, the credit shall only be applied to the
transportation development impact fee obligations within that district.
3.55.160 Procedure for fee waiver or reduction.
A. Any developer who, because of the nature or type of uses proposed for a
development project, contends that application of the fee imposed by this
chapter is unconstitutional, or unrelated to mitigation of the traffic needs or
burdens of the development, may apply to the City Council for a waiver,
reduction, or deferral of the fee. A development which is designed and
intended as a temporary use (10 years or less) and which is conducted in
facilities which are, by their nature, short-term interim facilities such as a
portable or modular building (including mobile homes, trailers, etc.) may
qualify for a waiver, reduction, or deferral. In addition, a deferral may be
granted on the basis of demonstrated economic hardship on the condition that:
(1) the use offers a significant public benefit; (2) the amount deferred bears
interest at a fair market rate so as to constitute an approximate value
equivalent to a cash payment; and (3) the amount deferred is adequately
secured by agreement with the applicant. Unless the requirement for timely
filing is waived by the City, the application shall be made in writing and filed
with the City Clerk not later than 10 days after notice of the public hearing on
the development permit application or the project is given, or if no
development permit is required, at the time of the filing of the building permit
application. The application shall state in detail the factual basis for the claim
of waiver or reduction.
B. The City Council shall consider the application at a public hearing on same,
notice of which need not be published other than by description on the agenda
of the meeting at which the public hearing is held. Said public hearing should
be held within 60 days after its filing. The decision of the City Council shall
be fmal. If a deferral, reduction or waiver is granted, it should be granted
pursuant to an agreement with the applicant, and the property owner, if
different from the applicant, providing that any change in use within the
project shall subject the development to payment of the full fee. The procedure
provided by this section is additional to any other procedure authorized by law
for protesting or challenging the fee imposed by this chapter.
3.55.170 Exemptions.
Development projects by public agencies shall be exempt from the provisions of this fee. Exempt
development uses with the following characteristics or activities as a principal use of land, generally
described as "community purpose facility" as defined above in CVMC Section 3.55.020.
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ORD# 1
3.55.180 Assessment districts.
If any assessment or special taxing district is established for any or all of the facilities listed in Section
3.55.030 the owner or developer of a project may apply to the City Council for a credit against the fee
in an amount equal to the development's attributable portion of the cost of the authorized
improvements as determined by the City Manager's designee, plus incidental costs normally occurring
with a construction project, but excluding costs associated with assessment district proceedings or
financing.
3.55.190 Economic incentive credit.
The City Council may authorize the City to participate in the financing of transportation facility
projects or portions of transportation facility projects as defmed in Section 3.55.030 at the time of the
appropriation of funds by City Council for the construction of an eligible transportation facility, the
City shall be eligible to receive a credit known hereafter as an economic incentive credit. Such
economic incentive credit may be applied to development impact fee obligations for those projects
which the City Council determines, in its sole discretion, to be beneficial to the City. The use of the
economic incentive credit may be subject to conditions which shall be set forth in a written agreement
between the developer of the project and the City and approved by City Council.
The City may receive economic incentive credit only for those eligible projects identified in Section
3.55.030 for amounts of funding not identified in the fmancial and engineering study "Western
Transportation Development Impact Fee" report dated February 2008.
3.55.195 Fund loans.
A.
B.
Loans by the City. The City may loan funds to the fund to pay for
facilities should the fund have insufficient funds to cover the cost of
said facility. Said loans, if granted, shall be approved upon the adoption
of the annual City budget or upon resolution of the City Council and
shall carry interest rates as set by the City Council for each fiscal year.
A schedule for repayment of said loans shall be established at the time
they are made and approved by the Council, with a maximum term not
to exceed the life of the fund.
Developer Loans. A developer may loan funds to the City as outlined
in CVMC 3.55.150. The City may repay said developer loans with
interest, under the terms listed in subsection (A) of this section.
3.55.200 Effective date.
This chapter shall become effective
SECTION 3: Effective Date
This Ordinance shall become effective 60 days after its second reading and adoption.
Presented by
Approved as to form by
~ - "Y"Ptt9 ~
City Attorney
Jack GriffIn
Engineering and General Services Director
3-14
ORDINANCE NO. SECOND READING AND ADOPTION
ORDINANCE OF THE CITY OF CHULA VISTA ACCEPTING
THE WESTERN TRANSPORTATION DEVELOPMENT IMPACT
FEE REPORT (TI-358) PREPARED BY STAFF AND
ESTABLISHING A WESTERN TRANSPORTATION
DEVELOPMENT IMPACT FEE PROGRAM TO MITIGATE
TRANSPORTATION IMPACTS WITHIN WESTERN CHULA
VISTA INCLUDING PROJECTS - I-5-17, STM-36l, RAS-15 AND
BP-5
WHEREAS, the adoption of the City's General plan indicated that future growth was going to
occur in the City west ofI-805; and
WHEREAS, the traffic studies for the City's General Plan and the Urban Core Specific Plan
show the City's transportation network will be impacted by new development within the western
portion of the City unless new transportation facilities are added to accommodate the new
development; and
WHEREAS, since January 1987, the City has had a program in place for the collection of a
transportation development impact fee for the fmancing of street improvements in the area east of
Interstate 805.
WHEREAS, the Engineer's Report establishes that the transportation facilities necessitated by
development within the western portion of the City comprise an integrated network; and
WHEREAS, the Western Transportation Development Impact Fee is solely based upon that
portion of the project costs which are attributable to new development; and
WHEREAS, on March 4, 2008, the City Council of the City of Chula Vista held a duly noticed
public hearing at which oral or written presentations regarding the Western Transportation
Development Impact Fee could be made; and
WHEREAS, pursuant to the Municipal Code and California Govemment Code Sections 66000,
et. seq., the City Council has accepted a report entitled "Engineer's Report for the Western
Transportation Development hnpact Fee" ("Engineer's Report") dated February, 2008 that analyzed
the Western Transportation Development Impact Fee necessary to fund transportation facilities needed
to serve future development within the western portion of the City; and
WHEREAS, the City's Environmental Review Coordinator has reviewed the proposed activity
for compliance with the California Environmental Quality Act (CEQA) and has determined that the
activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines; therefore,
pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA; and
WHEREAS, the City Council of the City of Chula Vista is placing this ordinance on its first
reading which will establish a development impact fee per equivalent dwelling unit (EDU) to finance
transportation facilities within the western portion of the City of Chula Vista; and
ORD # 2
3-15
WHEREAS, pursuant to Govemment Code Section 660l7(a), the fees proposed by this
ordinance will not become effective until sixty (60) days after its first reading; and
NOW, THEREFORE BE IT ORDAINED, that the City Council of the City of Chula Vista
does hereby adopt Chapter 3.55 of the Chula Vista Municipal Code relating to transportation
development impact fees to pay for various transportation facilities located on the westside of the City
as follows:
SECTION 1: Findings
The City Council finds, after consideration of the evidence presented to it including the "Engineer's
Report for the Western Transportation Development hnpact Fee" dated February, 2008, that the
creation of a transportation development impact fee is necessary in order to assure that there are
sufficient funds available to finance the transportation facilities necessary to serve development west
ofI-805; and
The City Council fmds that new development within the western portion of the City of Chula Vista
should be required to mitigate the burden created by development through the construction of
transportation facilities; and
The City Council finds, based on the evidence presented at the public hearing, and consistent with the
City's General Plan, and the various reports and information received by the City Council in the
ordinary course of its business, that the imposition of traffic impact fees on all development within the
western portion of the City of Chula Vista for which building permits have not been issued is
necessary in order to protect the public health, safety and welfare by providing for the public
transportation facilities to assure effective implementation of the City's General Plan; and
The City Council finds that the amount of the proposed fees levied by this ordinance does not exceed
the estimated cost of providing the transportation facilities.
SECTION 2: Chapter 3.55 of the Chula Vista Municipal Code is hereby adopted and shall read as
follows:
3.55.010 General intent.
The City's General Plan Land Use and Transportation Element requires that adequate public facilities
be available to accommodate increased population created by new development within the City of
Chula Vista.
The City Council has determined that new development will create adverse impacts on the City's
existing public transportation facilities which must be mitigated by the financing and construction of
certain public transportation facilities which are the subject of this chapter. New development
contributes to the cumulative burden on these public transportation facilities in direct relationship to
the amount of vehicular traffic and population generated by the development or the gross acreage of
the commercial or industrial land in the development.
The City Council has determined that a reasonable means of financing the public transportation
facilities is to charge a fee on all developments within the western portion of the City. imposition of
the Western Transportation Development Impact Fee on all new development for which building
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ORD # 2
permits have not yet been issued is necessary in order to protect the public health, safety and welfare,
thereby ensuring effective implementation of the City's General Plan.
3.55.020 Definitions.
For the purposes of this chapter, the following words or phrases shall be construed as defined herein,
unless from the context it appears that a different meaning is intended.
A. "Building permit" means a permit required by and issued pursuant to the
Uniform Building Code.
B. "City Engineer" means the City Engineer, the City Engineer's designee or the
City Manager's designee.
C. "Density" means dwelling units per gross acre identified for each planning
area shown on the approved tentative map or approved tentative parcel map or
as determined by the City Manager's designee.
D. "Developer" means the owner or developer of a development.
E. "Development permit" means any discretionary permit, entitlement or
approval for a development project issued under any zoning or subdivision
ordinance of the City.
F. "Development project" or "development" means any activity described as the
following:
1. Any new residential dwelling unit developed on vacant land;
2. Any new commercial/office or industrial development constructed on vacant land;
3. Any expansions to established developments or new developments on nonvacant land in
those land use categories listed in subsections (F)(1) and (2) of this section, if the result
is a net increase in dwelling units. The fee shall be based solely on this net dwelling unit
increase;
4. Any new or expanding special land use project;
5. Any special purpose project developed on vacant land or nonvacant land, or expanded
within a pre-existing site, if the result is a net increase in dwelling units. The fee shall
be based solely on this net dwelling unit increase;
6. Any other development project not listed above but described in Section 65927 and
65928 ofthe State Government Code.
"Community purpose facility" means a facility which serves one of the following purposes:
1. Social service activities, including such services as Boy Scouts and Girl Scouts, Boys
and Girls Club, Alcoholics Anonymous and services for the homeless;
2. Public schools;
3. Private schools;
4. Day care;
5. Senior care and recreation;
6. Worship, spiritual growth and development.
H. "Western portion of the City of Chula Vista" generally means that area of the
City located between the City boundary on the west, Interstate 805 on the east,
the City boundary on the north and the City's boundary on the south, as shown
on the map entitled "Figure I" of the Engineering study.
1. "Engineering study" and "Engineer's Report" means the Engineer's Report for
the Western Transportation Development hnpact Fee dated February, 2008
and prepared by City staff on file in the Office of the City Clerk.
J. "Regional Arterial System" (RAS) RAS roadways are generally described as
those facilities that act as a critical link in providing direct connections
between communities ensuring system continuity and congestion relief in high
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ORD # 2
volume corridors. They are roadways that are listed in the most recent edition
of SANDAG's Regional Transportation Plan
K. "Special land use" means any nomesidential, non-commercial/office or
nonindustrial development project (e.g., Olympic Training Center, hospitals,
utilities), or non-special purpose project.
1. "Special purpose project" means any for-profit community purpose facility
(e.g., day care).
3.55.030 Public transportation facilities to be fmanced bv the fee.
A. The public transportation facilities ("facilities") which are the subj ect matter of the fee, are
listed below as detailed in subsection C of this section and in the Engineer's Report on file in
the Office of the City Clerk.
B. The City Council may modify or amend the list of projects in order to maintain compliance
with the circulation element of the City's General Plan.
e. The facilities are as follows:
1. (I-5-1) I-5/E Street NB off-ramp restriping add lane
2. (I-5-2) I-5/E Street/Bay Blvd SB off-ramp restriping add lane
3. (I-5-3) I-5/NB ramp widening at E, H, J, Ind., Palomar & Main Sts (21 %)
4. (I-5-4) E Street bridge widening over I-5 (250' X 20' X $350/sf)
5. (I-5-5) F Street bridge widening over I-5 (250' X 20' X $350/sf
6. (1-5-6) I-5/H Street NB off-ramp restriping add lane
7. (I-5-7) I-5/H Street SB off-ramp restriping add lane
8. (I-5-8) H Street bridge widening over I-5 (200'X40'X$350/sf)
9. (1-5-9) I-5/J Street NB off-ramp restriping add lane
10. (I-5-10) I-5/J Street undercrossing widening add EB-NB (175x20X$350)
11. (I-5-lI) L Street bridge widening overI-5 (S/W for peds 300' X 12')(21 %)
12. (1-5-12) I-5/Bay Blvd (south ofL St.) SB on/off ramps traffic signal
13. (I-5-13) I-5/Industrial Blvd NB onlofframps traffic signal
14. (I-5-14) I-5/Palomar Street bridge widening (275lfX 50lfX $350/sf)
15. (1-5-15) I-5/Main Street NB onlofframps traffic signal (CV share $120k)
16. (I-5-16) I-5/Main Street bridge widening (2751fX 20lfX $350/sf)
17. (1-5-17) 1-5 HOV & Managed Lanesfrom SR905 to SR54 (63.4% in OJ
18. STM 361
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ORD # 2
a. I-S Multi-Modal Corridor Study (80% Fed. DEMO funds)
b. (SANDAG cost estimate is $4.3M & CV share TBD.)
Interstate-80S Improvements
19. (I-805-1) NB on-ramp widening & metering at Bonita, East H St (EB-NB),
Telegraph Canyon Road (Project I-80S-l is 100% funded in 2006 RTIP with State
funds.)
State Route 54 Improvements
20. (SR-S4-1) SR-54 WB off-ramp restripe at Broadway
21. (SR-S4-2) SR-54 EB off-ramp at N. Fourth Avenue - add ramp lane
Regional Arterial System (RAS) Projects
22. (RAS-l) Bonita Road from First Avenue to I-80S
23. (RAS-2) Broadway from C Street to south of Main Street (City Limits)
24. (RAS-3) E Street improvements - First Ave to Bonita RoadIE. Flower St
25. (RASA) E Street improvements, I-S to 300' east ofNB ramp
26. (RAS-S) E Street LRT grade separation (underpass LRT option)
27. (RAS-6) H Street LRT grade separation (underpass LRT option)
28. (RAS-7) H Street at Broadway EB queue jumper lane & traffic signal modifications
29. (RAS-8) H Street 14' -wide median & street light improvements (same as RAS-9)
30. (RAS-9) H Street widening to 6-lanes from Interstate-S to Broadway
31. (RAS-I0) H Street improvements from Second Ave to Hilltop Drive
32. (RAS-ll) East H St. north side improvements from Hilltop Dr. to I-80S
33. (RAS-12) L Street/Bay Blvd traffic signal & add turn lanes
34. (RAS-13) L Street improvements south side west ofIndustrial Blvd
3S. (RAS-14) Telegraph Canyon Road at I-80S south side sidewalk
36. (RAS-I5) Orange Avenuefrom Palomar Street to Hilltop Drive
37. (RAS-16) Palomar Street improvements from I-S to I-80S
38. (RAS-18) H St/4th Ave add WB-NB & EB-SB right turn lanes
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ORD # 2
39. (RAS-19) H St/4th Ave add WB-NB & EB-SB right turn lanes
General Plan Impacts and Mitigations
40. (GP-l) E. St. from Marina to I-5
41. (GP-2) Marina Parkway from E-J St.
42. (GP-3) L St. from Hilltop to I-805
43. (GP-4) Main St. from I-5 to Broadway
44. (GP-5) Main St. from Broadway to Hilltop Dr.
45. (GP-6) Third Avenue from L St. to Palomar St.
46. (GP-7) H St. from Marina to I-5
47. (GP-8) J St. from Marina to I-5
Bicycle & Pedestrian Facilities Improvements (21 % WTDIF share per GPU)
48. (BP-l) Bayshore Bikeway (bike path) between E Street & F Streets
49. (BP-3) Industrial Blvd improvements & bike lanes from L St. to Main Street
50. (BP-5) Orange Ave. bike lanes from Palomar St. to Hilltop Drive
51. (BP-6) Develop bicycle paths & pedestrian access to Third Avenue
Midbayfront Local Coastal Program Roadways
52. (Mid-I) E Street restripe to add EB-NB dual left turn to NB I-5 on-ramp.
53. (Mid-2) I-5/E St. SB off-ramp widening to add fourth lane
54. (Mid-3) Bay Blvd 15' widening along Westerly Curb Line at E St. approach for
ISB/3NB
55. (Mid-4) I-5/E St. NB widen off-ramp to add 3rd lane for Right Turn only lane
56. (Mid-5) E St revisions to median and North Curb Line east of I-5 to add 3rd WB
lane.
57. (Mid-6) Marina Parkway 4-lane from ESt. to J St.
58. (Mid-7) E St./Woodlawn Ave EB-SB RT lane plus a Traffic Signal)
59. (Mid-8) E St. at Broadway add WB & EB LT lane + WB & EB RT only lane. plus
a Traffic Signal & No R/W costs.
60. (Mid-9) F St/Broadway restriping to provide EB-SB & WB-NB RT lane
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ORD # 2
61. (Mid-l 0) H Street widening at Broadway for WB Thru & EB Thru & RT only.
Other Roadways
62. (OR-I) N. 4th AvenueIBrisbane Ave traffic signal modifications
63. (OR-2) Second Avenue/D Street all-way stop installation
3.55.040 Territory to which fee aoolicable.
The area of the City of Chula Vista to which the fee herein established shall be applicable is the
territorial limits of the western portion of the City of Chula Vista ("territory") as defined above, as they
may from time to time be amended.
3.55.050 Establishment of a fee.
A development impact fee ("fee") is hereby established to pay for the facilities within the territory. The
fee shall be paid upon the issuance of building permits for each development project within the western
portion of the City of Chula Vista. The WTDIF fee in the amounts set forth in CVMC 3.55.030 is
hereby established to pay for transportation improvements and facilities within the western portion of
the City ofChula Vista.
3.55.060 Determination of fees bv land use catel!:orv.
A. For purposes of this fee, single-family dwelling units shall include single-
family detached homes and detached condominiums; multifamily dwelling
units shall include attached condominiums, townhouses, duplexes, triplexes,
and apartments. The density of the development type shall be based on the
number of dwelling units per gross acre for single-family or multifamily
residential and shall be based upon the densities identified on the approved
tentative map or approved tentative parcel map entitling the development
unless otherwise approved in writing by the City Manager's designee.
B. Commercial/office and industrial development projects shall be charged on a
per acre or per square footage basis. For purposes of this fee, gross acreage
and lor square footage as it applies to the commercial, industrial and office
development types, means all land area that the City Manager's designee
deems necessary within the boundary of the parcel or parcels of the
development project for which building permits are being requested.
C. The fee multiplied by the total number of dwelling units, square footage or
acres within a given development project represents a developer's fair share
("fair share") for that development project.
3.55.070 Time to determine amonnt due.
The fee for each development shall be calculated at the time of building permit issuance and shall be
the amount as indicated at that time, and not when the tentative map or final map were granted or
applied for, or when the building permit plan check was conducted, or when application was made for
the building permit. No building permit shall be issued unless the development impact fee is paid. The
fees shall be deposited into a WTDIF fund, which is hereby created, and shall be expended only for the
purposes set forth in this chapter. The Director of Finance is authorized to establish various accounts
within the fund for the various improvements and facilities identified in this chapter and to periodically
make expenditures from the fund for the purposes set forth herein in accordance with the facilities
phasing plan or capital improvement plan adopted by the City Council. The City Council finds that
3-21
ORD # 2
collection of the fees established by this chapter at the time of the building permit is necessary to
ensure that funds will be available for the construction of facilities concurrent with the need for those
facilities and to ensure certainty in the capital facilities budgeting for the western part of the City.
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QRD # 2
3.55.080 PUllJose and use of fee.
The fees collected shall be used by the City for the following purposes as determined by the City
Council:
1. To pay for the construction of facilities by the City, or to reimburse
the City for facilities installed by the City with funds from other
sources.
2. To reimburse developers who have been required by
CVMC3.55.l50 A to install improvements that are major streets
and are listed in CVMC 3.55.030.
3. To reimburse developers who have been permitted to install
improvements pursuant to CVMC 3.55.150 B.
3.55.090 Amount offee.
A. The fee shall be the amounts as set forth below in Table 1. The fee shall be adjusted on July 1
of each year beginning in 2009. The annual inflation adjustment will be 2 % or based on
Caltrans highway construction cost index, whichever is higher. The program collects 2% of the
total improvement cost estimate for staff administration and an additional I % for SANDAG
Administrative costs.
B. Adjustments of the fee based upon the annual inflation adjustment or the Caltrans Highway
Construction Cost Index shall be automatic and shall not require further action by the City
Council. The WTDIF may also be reviewed and amended by the City Council as necessary
based on changes in the type, size, location or cost of the facilities to be financed by the fee;
changes in land use designation in the City's General Plan; and upon other sound engineering,
financing and planning information.
3-23
ORD#2
Pronosed TDIF Fee ner EDU: I $3,243.00
. '. .. '. . EDUs
Land Use Classification TDIF Rate
RESIDENTIAL
Residential (LOW) 0-6 dwelling units per acre 1 per EDU $3,243 1 D U
Residential (MED) 6.1 To 20 dwelling units per acre .8perEDU $2,5941 DU
Residential (IDGH) Over 20 dwelling units per acre .6 per EDU $1,9461 DU
Mobile Home .5 per EDU $1,6221 DU
COMMERCIAL
Contain 1-5 major dept. stores & usually have
more than 50 tenants. Typically larger than 40
Regional Commercial acres. 20 EDUI Acre $64,860 1 Acre
Smaller in that size than regional. Contain junior
Dept. Store or variety Store,( i.e. Target Center
with other commercial stores)as a major tenant
and have 15 to 50 other tenants. Smaller in size,
Community Commercial 8-20 acres. 28 EDUI Acre $90,8041 Acre
Neighborhood Commercial Less than 10 acres. Includes supermarket and
drug store. Mav include office snaces. 48 EDUI Acre $155,6641 Acre
Neiahborhood Commercial Same as above but in Sauare Footage 4.8EDU/KSF $I5,664/KSF
Commercial activities found along major streets,
not in a planned center with limited on-site
Street Front Commercial parkin.. l6EDU/Acre $51,888/Acre
Retail Commercial Soecialty Retail/Strio Commercial 16EDU/Acre $51,888/KSF
Usually located near transportation facilities.
Structures are usually large and cover majority of
~e parcel. Examples are clothing and supply,
Wholesale Trade also includes swao meet areas. 24EDU/Acre $77,832/Acre
OFFICE
Hi.h Rise Office More than 100,000 S.F. and 6+ Stories 60 EDUI Acre $194,5801 Acre
Low Rise Office < 6 Stories 30 EDUI Acre $97,290/Acre
!Low Rise Office (in thousands < 6 Stories
ofsauare feet) 2 EDU/KSF $6,4861 KSF
Medical Office Medical and Dental Facilities 50 EDUI Acre $162,1501 Acre
LODGING
Low Rise Hotel/Motel < 4 Stories 20 EDUI Acre $64,8601 Acre
Low Rise Hotel or Motel < 4 Stories 1 EDU/Room $3,2431 Room
Hi.h Rise Hotel >=4 Stories 30 /EDUI Acre $97,2901 Acre
INDUSTRY
Shipbuilding, airframe, and aircraft
manufacturing. Usually located next to
transportation facilities and commercial areas.
Heavy Industry Parcels are typically 20-50 Acre. 12 EDU/Acre $38,916/Acre
Usually large buildings located near freeways,
Warehouse IStorage industrial or strio commercial areas. 6EDU/Acre $19,4581 Acre
Office/industrial uses clustered into a center. The
primary uses are industrial by may include high
percentages of other uses in service or retail
Industrial Park activities. 9EDUlAcre $29,187/Acre
Light Industrial All other industrial uses and manufacturing not
included in categories above. 20 EDU/Acre $64,8601 Acre
Table 1
PROPOSED WTD/F FEE PER LAND USE CLASS/FICA TION
3-24 ORD#2
3.55.100 Development proiects exempt from the fee.
A. Development proj ects by public agencies shall be exempt from the provisions of the fee if those
projects are designed to provide the public service for which the agency is charged ("public
purpose").
B. Community purpose facilities which are not operated for profit ("nonprofit community purpose
facilities") are also exempt inasmuch as these institutions provide benefit to the community as a
whole, including all land use categories which are the subject matter of the fee. The City
Council hereby determines that it is appropriate to spread any impact such nonprofit
community purpose facilities might have to the other land use categories subject to the fee. In
the event that a court determines that the exemption herein extended to community purpose
facilities shall for any reason be invalid, the City Council hereby allocates the nonprofit
community purpose facilities' fair share to the City of Chula Vista and not to any of the land
use categories which are the subject matter of the development impact land use categories.
C. Development projects which are additions or expansions to existing dwelling units or
businesses, except special land use projects, shall be exempt if the addition or expansion does
not result in a net increase in dwelling units or commercial/industrial acreage.
3.55.110 Authority for accountinl!: and expenditures.
A. The fees collected shall be deposited into a Western Transportation Development hnpact Fee
fmancing fund ("WTDIF fee fund," or "fund"), which is hereby created and shall be expended
only for the purposes set forth in this chapter.
B. The director of finance is authorized to establish a single fund for the various facilities
identified in this chapter and to periodically make expenditures from the fund for the purposes
set forth herein.
3.55.120 Findinl!:s.
The City Council finds that:
A. Collection of the fee established by this chapter at the time of the building permit issuance is
necessary to provide funds for the transportation facilities identified in CVMC 3.55.030 and to
ensure certainty in the capital facilities budgeting for growth impacted public transportation
facilities; and
B. The purpose of the Fees hereby enacted prevents new development from reducing the quality
and availability of public transportation infrastructure facilities provided to residents of the City
by requiring new development to contribute to the cost of additional capital transportation
infrastructure improvements needed to meet the growth generated by such development; and
C. The revenue from the fees hereby enacted will be used to construct public facilities and
infrastructure and pay for other capital expenditures needed to serve new development as
identified in the Engineer's Report dated February, 2008; and
D. Based on analysis presented in the Engineer's Report there is a reasonable relationship between
1. The use of the fees and the types of development projects on which they are imposed and
2. The need for facilities and the types of development projects on which the fees are imposed.
3. The amount of the fee and the cost of the public facility or portion of the public facility
attributable to the development on which the fee is imposed.
3-25
ORD # 2
3.55.130 Fee additional to other fees and chan!:es.
This fee is in addition to the requirements imposed by other City laws, policies or regulations relating
to the construction or the financing of the construction of public improvements within subdivisions or
developments
3.55.150 Developer construction of transportation facilities.
A. Whenever a developer of a development project would be required by application of City law
or policy, as a condition of approval of a development permit to construct or finance the
construction of a portion of a transportation facility identified in Section 3.55.030 the City
Council may impose an additional requirement that the developer install the improvements
with supplemental size, length or capacity in order to ensure efficient and timely construction
of the transportation facilities network. If such a requirement is imposed, the City Council
shall, in its discretion, enter into a reimbursement agreement with the developer, or give a
credit against the fee otherwise levied by this chapter on the development project, or some
combination thereof.
B. Whenever a developer requests reimbursement, or a credit against fees, for work to be done or
paid for by the developer under subsection (A) of this section, the request shall be submitted in
writing to the City Manager's designee.
1. The request shall contain a description of the project with a detailed cost estimate
which itemizes those costs of the construction attributable to the transportation facility
project and excludes any work attributable to a specific subdivision project. The
estimate is preliminary and the amount of reimbursement or credit against fees is
subject to final determination by the City Manager's designee. Additional information
shall be provided to the City by the developer upon request of the City.
2. Such reimbursement or credit against fees shall be subject to the following conditions:
a. Requirements of Developer.
i. Preparation of plans and specifications for approval by the City;
ii. Secure and dedicate any right-of-way required for the transportation facility
project;
iii. Secure all required permits and environmental clearances necessary for the
transportation facility project;
iv. Provision of performance bonds (where the developer intends to utilize provisions
for immediate credit, the performance bond shall be for 100 percent of the value of the
transportation facility project);
v. Payment of all City fees and costs.
b. The City will not be responsible for any of the costs of constructing the
transportation facility project. The developer shall advance all necessary funds to construct the
transportation facility project.
c. The developer shall secure at least three qualified bids for work to be done and shall
award the construction contract to the lowest qualified bidder. The developer may combine the
construction of the transportation facility project with other development-related work and
award one construction contract for the combined work based on a clearly identified process
for determining the low bidder, all as approved by the City Manager's designee. Should the
construction contract be awarded to a qualified bidder who did not submit the lowest bid for
the transportation facility project portion of the contract, the developer will only receive
transportation development impact fee credit based on the lowest bid for the transportation
facility portion of the contract. Any claims for additional payment for extra work or charges
shall be justified, shall be documented to the satisfaction of the City Manager's designee and
3-26
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shall only be reimbursed at the prices for similar work included in the lowest bid for the
transportation facility portion of the contract.
d. Upon complying with the conditions set forth in subsections (B)(l) and (B)(2)(a) of
this section as determined by the City and upon approval of the estimated cost by the City
Manager's designee, the developer shall be entitled to immediate credit for 50 percent of the
estimated cost of the construction attributable to the transportation facility project. Once the
developer has received valid bids for the project which comply with subsection (B)(2)(c) of
this section, entered into binding contracts for the construction of the project, and met the
conditions set forth in subsections (B)(1) and (B)(2)(a) of this section as determined by the
City, all of which have been approved by the City Manager's designee, the amount of the
immediate credit shall be increased to 75 percent of the bid amount attributable to the
transportation facility project. The immediate credits shall be applied to the developer's
obligation to pay transportation development impact fees for building permits issued after the
establishment of the credit. The developer shall specifY these building permits to which the
credit is to be applied at the time the developer submits the building permit applications.
e. If the developer uses all of the immediate credit before final completion of the
transportation facility project, then the developer may defer payment of development impact
fees for other building permits by providing to the City liquid security such as cash or an
irrevocable letter of credit, but not bonds or set-aside letters, in an amount equal to the
remaining amount of the estimated cost of the transportation facility project.
f. When all work has been completed to the satisfaction of the City, the developer shall
submit verification of payments made for the construction of the transportation facility project
to the City. The City Manager's designee shall make the final determination on expenditures
which are eligible for credit or cash reimbursement.
g. After final determination of eligible expenditures has been made by the City
Manager's designee and the developer has complied with the conditions set forth in subsection
(B) of this section, the final amount of transportation development impact fee credits shall be
determined by the City Manager's designee. The developer shall receive credit against the
deferred fee obligation in an amount equal to the difference between the final expenditure
determination and the amount of the 75 percent immediate credit used, if any. The City shall
notifY the developer of the final deferred fee obligation, and of the amount of the applicable
credit. If the amount of the applicable credit is less than the deferred fee obligation, then the
developer shall have 30 days to pay the deferred fee. If the deferred fees are not paid within the
30-day period, the City may make a demand against the liquid security and apply the proceeds
to the fee obligation.
h. At the time building permits are issued for the developer's project, the City will
incrementally apply credit which the developer has accrued in lieu of collecting the required
transportation development impact fees. The amount of the credit to be applied to each
building permit shall be based upon the fee schedule in effect at the time of the building permit
issuance. The City Manager's designee shall convert such credit to an EDU basis for
residential development and/or a gross acre basis for commercial or industrial development for
purposes of determining the amount of credit to be applied to each building permit.
i. If the total eligible construction cost for the transportation facility project is more than
the total transportation development impact fees which will be required for the developer's
project, then the amount in excess of development impact fees will be paid in cash when funds
are available as determined by the City Manager; a reimbursement agreement will be executed;
or the developer may waive reimbursement and use the excess as credit against future
transportation development impact fee obligations. The City may, in its discretion, enter into
an agreement with the developer to convert excess credit into EDU and/or gross acre credits for
3-27
ORD # 2
use against future development impact fee obligations at the fee rate in effect on the date of the
agreement.
j. The requirements of this subsection (B) of this section may, in the City's discretion,
be modified through an agreement between the developer and the City and approved by City
Council.
C. Whenever a transportation development impact fee credit is generated by
constructing a transportation facility using assessment district or community
facilities district fmancing, the credit shall only be applied to the
transportation development impact fee obligations within that district.
3.55.160 Procedure for fee waiver or reduction.
A. Any developer who, because of the nature or type of uses proposed for a
development project, contends that application of the fee imposed by this
chapter is unconstitutional, or unrelated to mitigation of the traffic needs or
burdens of the development, may apply to the City Council for a waiver,
reduction, or deferral of the fee. A development which is designed and
intended as a temporary use (10 years or less) and which is conducted in
facilities which are, by their nature, short-term interim facilities such as a
portable or modular building (including mobile homes, trailers, etc.) may
qualify for a waiver, reduction, or deferral. In addition, a deferral may be
granted on the basis of demonstrated economic hardship on the condition that:
(1) the use offers a significant public benefit; (2) the amount deferred bears
interest at a fair market rate so as to constitute an approximate value
equivalent to a cash payment; and (3) the amount deferred is adequately
secured by agreement with the applicant. Unless the requirement for timely
filing is waived by the City, the application shall be made in writing and filed
with the City Clerk not later than 10 days after notice of the public hearing on
the development permit application or the proj ect is given, or if no
development permit is required, at the time of the filing of the building permit
application. The application shall state in detail the factual basis for the claim
of waiver or reduction.
B. The City Council shall consider the application at a public hearing on same,
notice of which need not be published other than by description on the agenda
of the meeting at which the public hearing is held. Said public hearing should
be held within 60 days after its filing. The decision of the City Council shall
be final. If a deferral, reduction or waiver is granted, it should be granted
pursuant to an agreement with the applicant, and the property owner, if
different from the applicant, providing that any change in use within the
project shall subject the development to payment of the full fee. The procedure
provided by this section is additional to any other procedure authorized by law
for protesting or challenging the fee imposed by this chapter.
3.55.170 Exemptions.
Development projects by public agencies shall be exempt from the provisions of this fee. Exempt
development uses with the following characteristics or activities as a principal use of land, generally
described as "community purpose facility" as defmed above in CVMC Section 3.55.020.
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ORD # 2
3.55.180 Assessment districts.
If any assessment or special taxing district is established for any or all of the facilities listed in Section
3.55.030 the owner or developer of a project may apply to the City Council for a credit against the fee
in an amount equal to the development's attributable portion of the cost of the authorized
improvements as determined by the City Manager's designee, plus incidental costs normally occurring
with a construction project, but excluding costs associated with assessment district proceedings or
financing.
3.55.190 Economic incentive credit.
The City Council may authorize the City to participate in the financing of transportation facility
projects or portions of transportation facility projects as defined in Section 3.55.030 at the time of the
appropriation of funds by City Council for the construction of an eligible transportation facility, the
City shall be eligible to receive a credit known hereafter as an economic incentive credit. Such
economic incentive credit may be applied to development impact fee obligations for those projects
which the City Council determines, in its sole discretion, to be beneficial to the City. The use of the
economic incentive credit may be subject to conditions which shall be set forth in a written agreement
between the developer of the project and the City and approved by City Council.
The City may receive economic incentive credit only for those eligible projects identified in Section
3.55.030 for amounts of funding not identified in the financial and engineering study "Western
Transportation Development Impact Fee" report dated February 2008.
3.55.195 Fund loans.
A.
B.
Loans by the City. The City may loan funds to the fund to pay for
facilities should the fund have insufficient funds to cover the cost of
said facility. Said loans, if granted, shall be approved upon the adoption
of the annual City budget or upon resolution of the City Council and
shall carry interest rates as set by the City Council for each fiscal year.
A schedule for repayment of said loans shall be established at the time
they are made and approved by the Council, with a maximum term not
to exceed the life of the fund.
Developer Loans. A developer may loan funds to the City as outlined
in CVMC 3.55.150. The City may repay said developer loans with
interest, under the terms listed in subsection (A) of this section.
3.55.200 Effective date.
This chapter shall become effective
SECTION 3: Effective Date
This Ordinance shall become effective 60 days after its second reading and adoption.
Presented by
Approved as to form by
CA-~
Ann Moore
City Attorney
Jack Griffin
Engineering and General Services Director
3-29
5e.COl'm READING AND ADOP1\ON
ORDINANCE OF THE CITY OF CHULA VISTA ACCEPTING
THE WESTERN TRANSPORTATION DEVELOPMENT IMPACT
FEE REPORT (TF-3S8) PREPARED BY STAFF AND
ESTABLISHING A WESTERN TRANSPORTATION
DEVELOPMENT IMPACT FEE PROGRAM TO MITIGATE
TRANSPORTATION IMPACTS WITHIN WESTERN CHULA
VISTA INCLUDING PROJECTS - I-805-2, RAS-17 AND BP-4
ORDINANCE NO.
WHEREAS, the adoption of the City's General plan indicated that future growth was going to
occur in the City west ofI-80S; and
WHEREAS, the traffic studies for the City's General Plan and the Urban Core Specific Plan
show the City's transportation network will be impacted by new development within the western
portion of the City unless new transportation facilities are added to accommodate the new
development; and
WHEREAS, since January 1987, the City has had a program in place for the collection of a
transportation development impact fee for the financing of street improvements in the area east of
Interstate 805.
WHEREAS, the Engineer's Report establishes that the transportation facilities necessitated by
development within the western portion of the City comprise an integrated network; and
WHEREAS, the Western Transportation Development Impact Fee is solely based upon that
portion of the project costs which are attributable to new development; and
WHEREAS, on March 4, 2008, the City Council of the City of Chula Vista held a duly noticed
public hearing at which oral or written presentations regarding the Western Transportation
Development Impact Fee could be made; and
WHEREAS, pursuant to the Municipal Code and California Govemment Code Sections 66000,
et. seq., the City Council has accepted a report entitled "Engineer's Report for the Western
Transportation Development hnpact Fee" ("Engineer's Report") dated February, 2008 that analyzed
the Western Transportation Development Impact Fee necessary to fund transportation facilities needed
to serve future development within the western portion of the City; and
WHEREAS, the City's Environmental Review Coordinator has reviewed the proposed activity
for compliance with the California Environmental Quality Act (CEQA) and has determined that the
activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines; therefore,
pursuant to Section IS060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA; and
WHEREAS, the City Council of the City of Chula Vista is placing this ordinance on its first
reading which will establish a development impact fee per equivalent dwelling unit (EDU) to finance
transportation facilities within the western portion of the City of Chula Vista; and
ORD # 3
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WHEREAS, pursuant to Government Code Section 660l7(a), the fees proposed by this
ordinance will not become effective until sixty (60) days after its first reading; and
NOW, THEREFORE BE IT ORDAINED, that the City Council of the City of Chula Vista
does hereby adopt Chapter 3.55 of the Chula Vista Municipal Code relating to transportation
development impact fees to pay for various transportation facilities located on the westside of the City
as follows:
SECTION 1: Findings
The City Council finds, after consideration of the evidence presented to it including the "Engineer's
Report for the Western Transportation Development hnpact Fee" dated February, 2008, that the
creation of a transportation development impact fee is necessary in order to assure that there are
sufficient funds available to [mance the transportation facilities necessary to serve development west
of! -805; and
The City Council finds that new development within the western portion of the City of Chula Vista
should be required to mitigate the burden created by development through the construction of
transportation facilities; and
The City Council finds, based on the evidence presented at the public hearing, and consistent with the
City's General Plan, and the various reports and information received by the City Council in the
ordinary course of its business, that the imposition of traffic impact fees on all development within the
western portion of the City of Chula Vista for which building permits have not been issued is
necessary in order to protect the public health, safety and welfare by providing for the public
transportation facilities to assure effective implementation of the City's General Plan; and
The City Council [mds that the amount of the proposed fees levied by this ordinance does not exceed
the estimated cost of providing the transportation facilities.
SECTION 2: Chapter 3.55 of the Chula Vista Municipal Code is hereby adopted and shall read as
follows:
3.55.010 General intent.
The City's General Plan Land Use and Transportation Element requires that adequate public facilities
be available to accommodate increased population created by new development within the City of
Chula Vista.
The City Council has determined that new development will create adverse impacts on the City's
existing public transportation facilities which must be mitigated by the financing and construction of
certain public transportation facilities which are the subject of this chapter. New development
contributes to the cumulative burden on these public transportation facilities in direct relationship to
the amount of vehicular traffic and population generated by the development or the gross acreage of
the commercial or industrial land in the development.
The City Council has determined that a reasonable means of financing the public transportation
facilities is to charge a fee on all developments within the western portion of the City. imposition of
the Western Transportation Development Impact Fee on all new development for which building
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permits have not yet been issued is necessary in order to protect the public health, safety and welfare,
thereby ensuring effective implementation of the City's General Plan.
3.55.020 Definitions.
For the purposes oftms chapter, the following words or phrases shall be construed as defined herein,
unless from the context it appears that a different meaning is intended.
A. "Building permit" means a permit required by and issued pursuant to the
Uniform Building Code.
B. "City Engineer" means the City Engineer, the City Engineer's designee or the
City Manager's designee.
C. "Density" means dwelling units per gross acre identified for each planning
area shown on the approved tentative map or approved tentative parcel map or
as determined by the City Manager's designee.
D. "Developer" means the owner or developer of a development.
E. "Development permit" means any discretionary permit, entitlement or
approval for a development project issued under any zoning or subdivision
ordinance of the City.
F. "Development project" or "development" means any activity described as the
following:
I. Any new residential dwelling unit developed on vacant land;
2. Any new commercial/office or industrial development constructed on vacant land;
3. Any expansions to established developments or new developments on nonvacant land in
those land use categories listed in subsections (F)(1) and (2) of this section, if the result
is a net increase in dwelling units. The fee shall be based solely on this net dwelling unit
increase;
4. Any new or expanding special land use project;
5. Any special purpose project developed on vacant land or nonvacant land, or expanded
within a pre-existing site, if the result is a net increase in dwelling units. The fee shall
be based solely on this net dwelling unit increase;
6. Any other development project not listed above but described in Section 65927 and
65928 of the State Government Code.
"Community purpose facility" means a facility which serves one of the following purposes:
1. Social service activities, including such services as Boy Scouts and Girl Scouts, Boys
and Girls Club, Alcoholics Anonymous and services for the homeless;
2. Public schools;
3. Private schools;
4. Day care;
5. Senior care and recreation;
6. Worship, spiritual growth and development.
H. "Western portion of the City of Chula Vista" generally means that area of the
City located between the City boundary on the west, Interstate 805 on the east,
the City boundary on the north and the City's boundary on the south, as shown
on the map entitled "Figure I" of the Engineering study.
1. "Engineering study" and "Engineer's Report" means the Engineer's Report for
the Western Transportation Development hnpact Fee dated February, 2008
and prepared by City staff on file in the Office of the City Clerk.
J. "Regional Arterial System" (RAS) RAS roadways are generally described as
those facilities that act as a critical link in providing direct connections
between communities ensuring system continuity and congestion relief in high
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ORD # 3
volume corridors. They are roadways that are listed in the most recent edition
of SANDAG's Regional Transportation Plan
K. "Special land use" means any nonresidential, non-commercial/office or
nonindustrial development project (e.g., Olympic Training Center, hospitals,
utilities), or non-special purpose proj ect.
L. "Special purpose project" means any for-profit community purpose facility
(e.g., day care).
3.55.030 Public transportation facilities to be fmanced bv the fee.
A. The public transportation facilities ("facilities") which are the subject matter of the fee, are
listed below as detailed in subsection C of this section and in the Engineer's Report on file in
the Office of the City Clerk.
B. The City Council may modify or amend the list of projects in order to maintain compliance
with the circulation element of the City's General Plan.
C. The facilities are as follows:
1. (I-5-1) I-5/E Street NB off-ramp restriping add lane
2. (1-5-2) I-5/E Street/Bay Blvd SB off-ramp restriping add lane
3. (I-5-3) I-5/NB ramp widening at E, H, J, Ind., Palomar & Main Sts (21 %)
4. (I-5A) E Street bridge widening over I-5 (250' X 20' X $350/sf)
5. (1-5-5) F Street bridge widening over I-5 (250' X 20' X $350/sf
6. (I-5-6) I-5/H Street NB off-ramp restriping add lane
7. (I-5-7) I-5/H Street SB off-ramp restriping add lane
8. (I-5-8) H Street bridge widening over I-5 (200'X40'X$350/sf)
9. (I-5-9) I-5/J Street NB off-ramp restriping add lane
10. (I-5-10) I-5/J Street undercrossing widening add EB-NB (175x20X$350)
11. (I-5-l1) L Street bridge widening over I-5 (S/W for peds 300' X 12')(21 %)
12. (I-5-l2) I-5/Bay Blvd (south ofL St.) SB on/off ramps traffic signal
13. (I-5-13) I-5/Industrial Blvd NB on/off ramps traffic signal
14. (I-5-l4) I-5/Palomar Street bridge widening (275lfX 50lfX $350/sf)
15. (I-5-15) I-5/Main Street NB on/off ramps traffic signal (CV share $120k)
16. (I-5-l6) I-5/Main Street bridge widening (275lfX 20lfX $350/sf)
17. (I-5-17) 1-5 HOV & Managed Lanesfrom SR905 toSR54 (63.4% in CJ)
18. STM 361
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ORD # 3
a. I-5 Multi-Modal Corridor Study (80% Fed. DEMO funds)
b. (SANDAG cost estimate is $4.3M & CV share TBD.)
Interstate-80S Improvements
19. (I-805-I) NB on-ramp widening & metering at Bonita, East H St (EB-NB),
Telegraph Canyon Road (Project I-805-l is 100% funded in 2006 RTIP with State
funds.)
20. (I-805-2) Main St. undercrossing widening for EB-NB left turn lane
State Route 54 Improvements
21. (SR-54-1) SR-54 WB off-ramp restripe at Broadway
22. (SR-54-2) SR-54 EB off-ramp at N. Fourth Avenue - add ramp lane
Regional Arterial System (RAS) Projects
23. (RAS-l) Bonita Road from First Avenue to I-805
24. (RAS-2) Broadway from C Street to south of Main Street (City Limits)
25. (RAS-3) E Street improvements - First Ave to Bonita RoadIE. Flower St
26. (RAS-4) E Street improvements, I-5 to 300' east ofNB ramp
27. (RAS-5) E Street LRT grade separation (underpass LRT option)
28. (RAS-6) H Street LRT grade separation (underpass LRT option)
29. (RAS-7) H Street at Broadway EB queue jumper lane & traffic signal modifications
30. (RAS-8) H Street 14'-wide median & street light improvements (same as RAS-9)
31. (RAS-9) H Street widening to 6-lanes from Interstate-5 to Broadway
32. (RAS-I0) H Street improvements from Second Ave to Hilltop Drive
33. (RAS-ll) East H St. north side improvements from Hilltop Dr. to I-805
34. (RAS-12) L Street/Bay Blvd traffic signal & add turn lanes
35. (RAS-13) L Street improvements south side west ofIndustrial Blvd
36. (RAS-14) Telegraph Canyon Road at I-805 south side sidewalk
37. (RAS-15) Orange A venue from Palomar Street to Hilltop Drive
38. (RAS-16) Palomar Street improvements from I-5 to I-805
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ORD # 3
39. (RAS-17) Main St improvements from 1-5 to I-80S (See GPU Table 5.10-6)
40. (RAS-18) H St/4th Ave add WB-NB & EB-SB right turn lanes
41. (RAS-19) H StJ4th Ave add WB-NB & EB-SB right turn lanes
General Plan Impacts and Mitigations
42. (GP-l) E. St. from Marina to I-5
43. (GP-2) Marina Parkway from E-J St.
44. (GP-3) L St. from Hilltop to I-805
45. (GP-4) Main St. from I-5 to Broadway
46. (GP-5) Main St. from Broadway to Hilltop Dr.
47. (GP-6) Third Avenue from L St. to Palomar St.
48. (GP-7) H St. from Marina to I-5
49. (GP-8) J St. from Marina to I-5
Bicycle & Pedestrian Facilities Improvements (21 % WTDIF share per GPU)
50. (BP-l) Bayshore Bikeway (bike path) between E Street & F Streets
51. (BP-3) Industrial Blvd improvements & bike lanes from L St. to Main Street
52. (BP-4) Main Street bike lanes from Industrial Blvd & I-80S
53. (BP-5) Orange A ve. bike lanes from Palomar St. to Hilltop Drive
54. (BP-6) Develop bicycle paths & pedestrian access to Third Avenue
Midbayfront Local Coastal Program Roadways
55. (Mid-I) E Street restripe to add EB-NB dual left turn to NB I-5 on-ramp.
56. (Mid-2) I-5/E St. SB off-ramp widening to add fourth lane
57. (Mid-3) Bay Blvd 15' widening along Westerly Curb Line at E St. approach for
ISB/3NB
58. (Mid-4) I-5/E St. NB widen off-ramp to add 3rd lane for Right Turn only lane
59. (Mid-5) E St revisions to median and North Curb Line east of I-5 to add 3rd WB
lane.
60. (Mid-6) Marina Parkway 4-lane from ESt. to J St.
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ORD # 3
61. (Mid-7) E St./Woodlawn Ave EB-SB RT lane plus a Traffic Signal)
62. (Mid-8) E St. at Broadway add WB & EB LT lane + WB & EB RT only lane. plus
a Traffic Signal & No R/W costs.
63. (Mid-9) F St/Broadway restriping to provide EB-SB & WB-NB RT lane
64. (Mid-IO) H Street widening at Broadway for WB Thru & EB Thru & RT only.
Other Roadways
65. (OR-I) N. 4th AvenueIBrisbane Ave traffic signal modifications
66. (OR-2) Second Avenue/D Street all-way stop installation
3.55.040 Territorv to which fee aoolicable.
The area of the City of Chula Vista to which the fee herein established shall be applicable is the
territorial limits of the western portion of the City ofChula Vista ("territory") as defined above, as they
may from time to time be amended.
3.55.050 Establishment of a fee.
A development impact fee ("fee") is hereby established to pay for the facilities within the territory. The
fee shall be paid upon the issuance of building permits for each development project within the western
portion of the City of Chula Vista. The WTDIF fee in the amounts set forth in CVMC 3.55.030 is
hereby established to pay for transportation improvements and facilities within the western portion of
the City of Chula Vista.
3.55.060 Determination offees bv land use cateeorv.
A. For purposes of this fee, single-family dwelling units shall include single-
family detached homes and detached condominiums; multifamily dwelling
units shall include attached condominiums, townhouses, duplexes, triplexes,
and apartments. The density of the development type shall be based on the
number of dwelling units per gross acre for single-family or multifamily
residential and shall be based upon the densities identified on the approved
tentative map or approved tentative parcel map entitling the development
unless otherwise approved in writing by the City Manager's designee.
B. Commercial/office and industrial development projects shall be charged on a
per acre or per square footage basis. For purposes of this fee, gross acreage
and lor square footage as it applies to the commercial, industrial and office
development types, means all land area that the City Manager's designee
deems necessary within the boundary of the parcel or parcels of the
development project for which building permits are being requested.
C. The fee multiplied by the total number of dwelling units, square footage or
acres within a given development project represents a developer's fair share
("fair share") for that development proj ect.
3.55.070 Time to determine amount due.
The fee for each development shall be calculated at the time of building permit issuance and shall be
the amount as indicated at that time, and not when the tentative map or final map were granted or
applied for, or when the building permit plan check was conducted, or when application was made for
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ORD # 3
the building permit. No building permit shall be issued unless the development impact fee is paid. The
fees shall be deposited into a WTDIF fund, which is hereby created, and shall be expended only for the
purposes set forth in this chapter. The Director of Finance is authorized to establish various accounts
within the fund for the various improvements and facilities identified in this chapter and to periodically
make expenditures from the fund for the purposes set forth herein in accordance with the facilities
phasing plan or capital improvement plan adopted by the City Council. The City Council finds that
collection of the fees established by this chapter at the time of the building permit is necessary to
ensure that funds will be available for the construction of facilities concurrent with the need for those
facilities and to ensure certainty in the capital facilities budgeting for the western part of the City.
3.55.080 Purpose and use of fee.
The fees collected shall be used by the City for the following purposes as determined by the City
Council:
1. To pay for the construction offacilities by the City, or to reimburse
the City for facilities installed by the City with funds from other
sources.
2. To reimburse developers who have been required by
CVMC3.55.l50 A to install improvements that are major streets
and are listed in CVMC 3.55.030.
3. To reimburse developers who have been permitted to install
improvements pursuant to CVMC 3.55.150 B.
3.55.090 Amount of fee.
A. The fee shall be the amounts as set forth below in Table 1. The fee shall be adjusted on July I
of each year beginning in 2009. The annual inflation adjustment will be 2 % or based on
Caltrans highway construction cost index, whichever is higher. The program collects 2% of the
total improvement cost estimate for staff administration and an additional I % for SANDAG
Administrative costs.
B. Adjustments of the fee based upon the annual inflation adjustment or the Caltrans Highway
Construction Cost Index shall be automatic and shall not require further action by the City
Council. The WTDIF may also be reviewed and amended by the City Council as necessary
based on changes in the type, size, location or cost of the facilities to be financed by the fee;
changes in land use designation in the City's General Plan; and upon other sound engineering,
financing and planning information.
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ORD # 3
Proposed TDIF Fee per EDU: r $3,243.00
~' "_'" -,',c_, ..'.:.,.....':,..._"."..,._"~.,<.., < ,,:~,_, .:....;.., :'.- I I
Land UseClassific'ation , . .. EDUs . TDIF Rate
RESIDENTIAL
!Residential (LOW) 0-6 dwelling units per acre 1 per EDU $3,2431 DU
Residential (MED) 6,1 To 20 dwellincr units per acre .8 per EDU $2,594 1 D U
Residential (HIGH) Over 20 dwellino units per acre ,6perEDU $1,9461 DU
Mobile Home .5 per EDU $1,6221 DU
COMMERCIAL
Contain 1-5 major dept. stores & usually have
",ore than 50 tenants. Typically larger than 40
Regional Commercial acres. 20EDU/Acre $64,860 1 Acre
Smaller in that size than regional. Contain junior
Dept. Store or variety Store,( i.e. Target Center
with other commercial stores)as a major tenant
and have 15 to 50 other tenants. Smaller in size,
Community Commercial 8-20 acres. 28EDU/Acre $90,8041 Acre
Neighborhood Commercial cess than 10 acres. Includes supermarket and
drug store. Mav include office spaces. 48 EDU/Acre $155,664/Acre
Neighborhood Commercial Same as above but in Square Footage 4.8 EDU/KSF $15,664/KSF
Commercial activities found along major streets,
not in a planned center with limited on-site
Street Front Commercial arking. 16 EDU/Acre $51,8881 Acre
Retail Commercial Specialty Retail/Strip Commercial 16 EDU/Acre $51,888/KSF
Usually located near transportation facilities.
Structures are usually large and cover majority of
the parcel. Examples are clothing and supply,
Wholesale Trade also includes swan meet areas. 24EDU/Acre $77 ,8321 Acre
OFFICE
High Rise Office More than 100,000 S.F. and 6+ Stories 60 EDUI Acre $194,5801 Acre
Low Rise Office < 6 Stories 30EDU/Acre $97,2901 Acre
ILOW Rise Office (in thousands < 6 Stories
of square feet) 2EDU/KSF $6,486/ KSF
Medical Office Medical and Dental Facilities 50EDU/Acre $162,1501 Acre
LODGING
ow Rise Hotel/Motel < 4 Stories 20 EDU/ Acre $64,8601 Acre
Low Rise Hotel or Motel < 4 Stories I EDU/Room $3,243 1 Room
High Rise Hotel >~4 Stories 30/EDU/Acre $97,2901 Acre
INDUSTRY
Shipbuilding, airframe, and aircraft
manufacturing. Usually located next to
Itransportation facilities and commercial areas.
Heavy Industry Parcels are tvlJically 20-50 Acre. 12EDU/Acre $38,916 1 Acre
Usually large buildings located near freeways,
Warehouse IStorage industrial or strin commercial areas. 6EDU/Acre $19,458/Acre
Office/industrial uses clustered into a center. The
primary uses are industrial by may include high
percentages of other uses in service Of retail
Industrial Park activities. 9EDU/Acre $29,187/Acre
All other industrial uses and manufacturing not
Light Industrial included in categories above. 20 EDU/ Acre $64,860 1 Acre
Table 1
PROPOSED WTDIF FEE PER LAND
USE CLASSIFICA TION
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ORD # 3
3.55.100 Development proiects exempt from the fee.
A. Development projects by public agencies shall be exempt from the provisions of the fee if those
projects are designed to provide the public service for which the agency is charged ("public
purpose").
B. Community purpose facilities which are not operated for profit ("nonprofit community purpose
facilities") are also exempt inasmuch as these institutions provide benefit to the community as a
whole, including all land use categories which are the subject matter of the fee. The City
Council hereby determines that it is appropriate to spread any impact such nonprofit
community purpose facilities might have to the other land use categories subject to the fee. In
the event that a court determines that the exemption herein extended to community purpose
facilities shall for any reason be invalid, the City Council hereby allocates the nonprofit
community purpose facilities' fair share to the City of Chula Vista and not to any of the land
use categories which are the subject matter of the development impact land use categories.
C. Development projects which are additions or expansions to existing dwelling units or
businesses, except special land use projects, shall be exempt if the addition or expansion does
not result in a net increase in dwelling units or commercial/industrial acreage.
3.55.110 Authority for accountinl! and exoenditures.
A. The fees collected shall be deposited into a Western Transportation Development hnpact Fee
financing fund ("WTDIF fee fund," or "fund"), which is hereby created and shall be expended
only for the purposes set forth in this chapter.
B. The director of finance is authorized to establish a single fund for the various facilities
identified in this chapter and to periodically make expenditures from the fund for the purposes
set forth herein.
3.55.120 Findinl!s.
The City Council finds that:
A. Collection of the fee established by this chapter at the time of the building permit issuance is
necessary to provide funds for the transportation facilities identified in CVMC 3.55.030 and to
ensure certainty in the capital facilities budgeting for growth impacted public transportation
facilities; and
B. The purpose of the Fees hereby enacted prevents new development from reducing the quality
and availability of public transportation infrastructure facilities provided to residents of the City
by requiring new development to contribute to the cost of additional capital transportation
infrastructure improvements needed to meet the growth generated by such development; and
C. The revenue from the fees hereby enacted will be used to construct public facilities and
infrastructure and pay for other capital expenditures needed to serve new development as
identified in the Engineer's Report dated February, 2008; and
D. Based on analysis presented in the Engineer's Report there is a reasonable relationship between
1. The use of the fees and the types of development projects on which they are imposed and
2. The need for facilities and the types of development projects on which the fees are imposed.
3. The amount of the fee and the cost of the public facility or portion of the public facility
attributable to the development on which the fee is imposed.
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ORD # 3
3.55.130 Fee additional to other fees and charl!es.
This fee is in addition to the requirements imposed by other City laws, policies or regulations relating
to the construction or the fmancing of the construction of public improvements within subdivisions or
developments
3.55.150 Developer construction of transportation facilities.
A. Whenever a developer of a development project would be required by application of City law
or policy, as a condition of approval of a development permit to construct or [mance the
construction of a portion of a transportation facility identified in Section 3.55.030 the City
Council may impose an additional requirement that the developer install the improvements
with supplemental size, length or capacity in order to ensure efficient and timely construction
of the transportation facilities network. If such a requirement is imposed, the City Council
shall, in its discretion, enter into a reimbursement agreement with the developer, or give a
credit against the fee otherwise levied by this chapter on the development project, or some
combination thereof.
B.Whenever a developer requests reimbursement, or a credit against fees, for work to be done or
paid for by the developer under subsection (A) of this section, the request shall be submitted in
writing to the City Manager's designee.
I. The request shall contain a description of the project with a detailed cost estimate
which itemizes those costs of the construction attributable to the transportation facility
project and excludes any work attributable to a specific subdivision project. The
estimate is preliminary and the amount of reimbursement or credit against fees is
subject to final determination by the City Manager's designee. Additional information
shall be provided to the City by the developer upon request of the City.
2. Such reimbursement or credit against fees shall be subject to the following conditions:
a. Requirements of Developer.
i. Preparation of plans and specifications for approval by the City;
ii. Secure and dedicate any right-of-way required for the transportation facility
project;
iii. Secure all required permits and environmental clearances necessary for the
transportation facility project;
iv. Provision of performance bonds (where the developer intends to utilize provisions
for immediate credit, the performance bond shall be for 100 percent of the value of the
transportation facility project);
v. Payment of all City fees and costs.
b. The City will not be responsible for any of the costs of constructing the
transportation facility project. The developer shall advance all necessary funds to construct the
transportation facility project.
c. The developer shall secure at least three qualified bids for work to be done and shall
award the construction contract to the lowest qualified bidder. The developer may combine the
construction of the transportation facility project with other development-related work and
award one construction contract for the combined work based on a clearly identified process
for determining the low bidder, all as approved by the City Manager's designee. Should the
construction contract be awarded to a qualified bidder who did not submit the lowest bid for
the transportation facility project portion of the contract, the developer will only receive
transportation development impact fee credit based on the lowest bid for the transportation
facility portion of the contract. Any claims for additional payment for extra work or charges
shall be justified, shall be documented to the satisfaction of the City Manager's designee and
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ORD # 3
shall only be reimbursed at the prices for similar work included in the lowest bid for the
transportation facility portion of the contract.
d. Upon complying with the conditions set forth in subsections (B)(l) and (B)(2)( a) of
this section as determined by the City and upon approval of the estimated cost by the City
Manager's designee, the developer shall be entitled to immediate credit for 50 percent of the
estimated cost of the construction attributable to the transportation facility project. Once the
developer has received valid bids for the project which comply with subsection (B)(2)( c) of
this section, entered into binding contracts for the construction of the project, and met the
conditions set forth in subsections (B)(l) and (B)(2)(a) of this section as determined by the
City, all of which have been approved by the City Manager's designee, the amount of the
immediate credit shall be increased to 75 percent of the bid amount attributable to the
transportation facility project. The immediate credits shall be applied to the developer's
obligation to pay transportation development impact fees for building permits issued after the
establishment of the credit. The developer shall specify these building permits to which the
credit is to be applied at the time the developer submits the building permit applications.
e. If the developer uses all of the immediate credit before final completion of the
transportation facility project, then the developer may defer payment of development impact
fees for other building permits by providing to the City liquid security such as cash or an
irrevocable letter of credit, but not bonds or set-aside letters, in an amount equal to the
remaining amount of the estimated cost of the transportation facility project.
f. When all work has been completed to the satisfaction of the City, the developer shall
submit verification of payments made for the construction of the transportation facility project
to the City. The City Manager's designee shall make the final determination on expenditures
which are eligible for credit or cash reimbursement.
g. After final determination of eligible expenditures has been made by the City
Manager's designee and the developer has complied with the conditions set forth in subsection
(B) of this section, the final amount of transportation development impact fee credits shall be
determined by the City Manager's designee. The developer shall receive credit against the
deferred fee obligation in an amount equal to the difference between the final expenditure
determination and the amount of the 75 percent immediate credit used, if any. The City shall
notify the developer of the final deferred fee obligation, and of the amount of the applicable
credit. If the amount of the applicable credit is less than the deferred fee obligation, then the
developer shall have 30 days to pay the deferred fee. If the deferred fees are not paid within the
30-day period, the City may make a demand against the liquid security and apply the proceeds
to the fee obligation.
h. At the time building permits are issued for the developer's project, the City will
incrementally apply credit which the developer has accrued in lieu of collecting the required
transportation development impact fees. The amount of the credit to be applied to each
building permit shall be based upon the fee schedule in effect at the time of the building permit
issuance. The City Manager's designee shall convert such credit to an EDU basis for
residential development and/or a gross acre basis for commercial or industrial development for
purposes of determining the amount of credit to be applied to each building permit.
i. If the total eligible construction cost for the transportation facility project is more than
the total transportation development impact fees which will be required for the developer's
project, then the amount in excess of development impact fees will be paid in cash when funds
are available as determined by the City Manager; a reimbursement agreement will be executed;
or the developer may waive reimbursement and use the excess as credit against future
transportation development impact fee obligations. The City may, in its discretion, enter into
an agreement with the developer to convert excess credit into EDU and/or gross acre credits for
3-41
ORD # 3
use against future development impact fee obligations at the fee rate in effect on the date of the
agreement.
j. The requirements of this subsection (B) of this section may, in the City's discretion,
be modified through an agreement between the developer and the City and approved by City
Council.
C. Whenever a transportation development impact fee credit is generated by
constructing a transportation facility using assessment district or community
facilities district fmancing, the credit shall only be applied to the
transportation development impact fee obligations within that district.
3.55.160 Procedure for fee waiver or reduction.
A. Any developer who, because of the nature or type of uses proposed for a
development project, contends that application of the fee imposed by this
chapter is unconstitutional, or unrelated to mitigation of the traffic needs or
burdens of the development, may apply to the City Council for a waiver,
reduction, or deferral of the fee. A development which is designed and
intended as a temporary use (10 years or less) and which is conducted in
facilities which are, by their nature, short -term interim facilities such as a
portable or modular building (including mobile homes, trailers, etc.) may
qualify for a waiver, reduction, or deferral. In addition, a deferral may be
granted on the basis of demonstrated economic hardship on the condition that:
(1) the use offers a significant public benefit; (2) the amount deferred bears
interest at a fair market rate so as to constitute an approximate value
equivalent to a cash payment; and (3) the amount deferred is adequately
secured by agreement with the applicant. Unless the requirement for timely
filing is waived by the City, the application shall be made in writing and filed
with the City Clerk not later than 10 days after notice of the public hearing on
the development permit application or the project is given, or if no
development permit is required, at the time of the filing of the building permit
application. The application shall state in detail the factual basis for the claim
of waiver or reduction.
B. The City Council shall consider the application at a public hearing on same,
notice of which need not be published other than by description on the agenda
of the meeting at which the public hearing is held. Said public hearing should
be held within 60 days after its filing. The decision of the City Council shall
be final. If a deferral, reduction or waiver is granted, it should be granted
pursuant to an agreement with the applicant, and the property owner, if
different from the applicant, providing that any change in use within the
project shall subject the development to payment of the full fee. The procedure
provided by this section is additional to any other procedure authorized by law
for protesting or challenging the fee imposed by this chapter.
3.55.170 Exemvtions.
Development projects by public agencies shall be exempt from the provisions of this fee. Exempt
development uses with the following characteristics or activities as a principal use of land, generally
described as "community purpose facility" as defmed above in CVMC Section 3.55.020.
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ORD#3
3.55.180 Assessment districts.
If any assessment or special taxing district is established for any or all of the facilities listed in Section
3.55.030 the owner or developer of a project may apply to the City Council for a credit against the fee
in an amount equal to the development's attributable portion of the cost of the authorized
improvements as determined by the City Manager's designee, plus incidental costs normally occurring
with a construction proj ect, but excluding costs associated with assessment district proceedings or
fmancing.
3.55.190 Economic incentive credit.
The City Council may authorize the City to participate in the financing of transportation facility
projects or portions of transportation facility projects as defined in Section 3.55.030 at the time of the
appropriation of funds by City Council for the construction of an eligible transportation facility, the
City shall be eligible to receive a credit known hereafter as an economic incentive credit. Such
economic incentive credit may be applied to development impact fee obligations for those projects
which the City Council determines, in its sole discretion, to be beneficial to the City. The use of the
economic incentive credit may be subject to conditions which shall be set forth in a written agreement
between the developer of the project and the City and approved by City Council.
The City may receive economic incentive credit only for those eligible projects identified in Section
3.55.030 for amounts of funding not identified in the financial and engineering study "Western
Transportation Development hnpact Fee" report dated February 2008.
3.55.195 Fund loans.
A.
B.
Loans by the City. The City may loan funds to the fund to pay for
facilities should the fund have insufficient funds to cover the cost of
said facility. Said loans, if granted, shall be approved upon the adoption
of the annual City budget or upon resolution of the City Council and
shall carry interest rates as set by the City Council for each fiscal year.
A schedule for repayment of said loans shall be established at the time
they are made and approved by the Council, with a maximum term not
to exceed the life of the fund.
Developer Loans. A developer may loan funds to the City as outlined
in CVMC 3.55.150. The City may repay said developer loans with
interest, under the terms listed in subsection (A) of this section.
3.55.200 Effective date.
This chapter shall become effective
SECTION 3: Effective Date
This Ordinance shall become effective 60 days after its second reading and adoption.
Presented by
Approved as to form by
Jack Griffin
Engineering and General Services Director
3-43
ORDINANCE NO. SeCONO REf>..OING f>..NO f>..OOP110N
ORDINANCE OF THE CITY OF CHULA VISTA ACCEPTING
THE WESTERN TRANSPORTATION DEVELOPMENT IMPACT
FEE REPORT (TF-358) PREPARED BY STAFF AND
ESTABLISHING A WESTERN TRANSPORTATION
DEVELOPMENT IMPACT FEE PROGRAM TO MITIGATE
TRANSPORTATION IMPACTS WITHIN WESTERN CHULA
VISTA INCLUDING PROJECT BP-2
WHEREAS, the adoption of the City's General plan indicated that future growth was going to
occur in the City west ofI-805; and
WHEREAS, the traffic studies for the City's General Plan and the Urban Core Specific Plan
show the City's transportation network will be impacted by new development within the western
portion of the City unless new transportation facilities are added to accommodate the new
development; and
WHEREAS, since January 1987, the City has had a program in place for the collection of a
transportation development impact fee for the fmancing of street improvements in the area east of
Interstate 805.
WHEREAS, the Engineer's Report establishes that the transportation facilities necessitated by
development within the western portion of the City comprise an integrated network; and
WHEREAS, the Western Transportation Development hnpact Fee is solely based upon that
portion of the project costs which are attributable to new development; and
WHEREAS, on March 4, 2008, the City Council of the City of Chula Vista held a duly noticed
public hearing at which oral or written presentations regarding the Western Transportation
Development Impact Fee could be made; and
WHEREAS, pursuant to the Municipal Code and California Govemment Code Sections 66000,
et. seq., the City Council has accepted a report entitled "Engineer's Report for the Western
Transportation Development hnpact Fee" ("Engineer's Report") dated February, 2008 that analyzed
the Western Transportation Development Impact Fee necessary to fund transportation facilities needed
to serve future development within the western portion of the City; and
WHEREAS, the City's Environmental Review Coordinator has reviewed the proposed activity
for compliance with the California Environmental Quality Act (CEQA) and has determined that the
activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines; therefore,
pursuant to Section l5060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA; and
WHEREAS, the City Council of the City of Chula Vista is placing this ordinance on its first
reading which will establish a development impact fee per equivalent dwelling unit (EDU) to finance
transportation facilities within the western portion of the City of Chula Vista; and
ORD#4
3-44
WHEREAS, pursuant to Government Code Section 66017(a), the fees proposed by this
ordinance will not become effective until sixty (60) days after its first reading; and
NOW, THEREFORE BE IT ORDAINED, that the City Council of the City of Chula Vista
does hereby adopt Chapter 3.55 of the Chula Vista Municipal Code relating to transportation
development impact fees to pay for various transportation facilities located on the westside of the City
as follows:
SECTION 1: findings
The City Council finds, after consideration of the evidence presented to it including the "Engineer's
Report for the Western Transportation Development Impact Fee" dated february, 2008, that the
creation of a transportation development impact fee is necessary in order to assure that there are
sufficient funds available to finance the transportation facilities necessary to serve development west
ofI-805;and
The City Council finds that new development within the western portion of the City of Chula Vista
should be required to mitigate the burden created by development through the construction of
transportation facilities; and
The City Council finds, based on the evidence presented at the public hearing, and consistent with the
City's General Plan, and the various reports and information received by the City Council in the
ordinary course of its business, that the imposition of traffic impact fees on all development within the
western portion of the City of Chula Vista for which building permits have not been issued is
necessary in order to protect the public health, safety and welfare by providing for the public
transportation facilities to assure effective implementation of the City's General Plan; and
The City Council finds that the amount of the proposed fees levied by this ordinance does not exceed
the estimated cost of providing the transportation facilities.
SECTION 2: Chapter 3.55 of the Chula Vista Municipal Code is hereby adopted and shall read as
follows:
3.55.010 General intent.
The City's General Plan Land Use and Transportation Element requires that adequate public facilities
be available to accommodate increased population created by new development within the City of
Chula Vista.
The City Council has determined that new development will create adverse impacts on the City's
existing public transportation facilities which must be mitigated by the financing and construction of
certain public transportation facilities which are the subject of this chapter. New development
contributes to the cumulative burden on these public transportation facilities in direct relationship to
the amount of vehicular traffic and population generated by the development or the gross acreage of
the commercial or industrial land in the development.
The City Council has determined that a reasonable means of fmancing the public transportation
facilities is to charge a fee on all developments within the western portion of the City. imposition of
the Western Transportation Development Impact Fee on all new development for which building
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ORD#4
permits have not yet been issued is necessary in order to protect the public health, safety and welfare,
thereby ensuring effective implementation of the City's General Plan.
3.55.020 Definitions.
For the purposes of this chapter, the following words or phrases shall be construed as defined herein,
unless from the context it appears that a different meaning is intended.
A. "Building permit" means a permit required by and issued pursuant to the
Uniform Building Code.
B. "City Engineer" means the City Engineer, the City Engineer's designee or the
City Manager's designee.
C. "Density" means dwelling units per gross acre identified for each planning
area shown on the approved tentative map or approved tentative parcel map or
as determined by the City Manager's designee.
D. "Developer" means the owner or developer of a development.
E. "Development permit" means any discretionary permit, entitlement or
approval for a development project issued under any zoning or subdivision
ordinance of the City.
F. "Development project" or "development" means any activity described as the
following:
1. Any new residential dwelling unit developed on vacant land;
2. Any new commercial/office or industrial development constructed on vacant land;
3. Any expansions to established developments or new developments on nonvacant land in
those land use categories listed in subsections (F)(l) and (2) of this section, if the result
is a net increase in dwelling units. The fee shall be based solely on this net dwelling unit
Increase;
4. Any new or expanding special land use project;
5. Any special purpose project developed on vacant land or nonvacant land, or expanded
within a pre-existing site, if the result is a net increase in dwelling units. The fee shall
be based solely on this net dwelling unit increase;
6. Any other development project not listed above but described in Section 65927 and
65928 of the State Government Code.
"Community purpose facility" means a facility which serves one of the following purposes:
I. Social service activities, including such services as Boy Scouts and Girl Scouts, Boys
and Girls Club, Alcoholics Anonymous and services for the homeless;
2. Public schools;
3. Private schools;
4. Day care;
5. Senior care and recreation;
6. Worship, spiritual growth and development.
H. "Western portion of the City ofChula Vista" generally means that area of the
City located between the City boundary on the west, Interstate 805 on the east,
the City boundary on the north and the City's boundary on the south, as shown
on the map entitled "Figure 1" of the Engineering study.
1. "Engineering study" and "Engineer's Report" means the Engineer's Report for
the Western Transportation Development Impact Fee dated February, 2008
and prepared by City staff on file in the Office of the City Clerk.
J. "Regional Arterial System" (RAS) RAS roadways are generally described as
those facilities that act as a critical link in providing direct connections
between communities ensuring system continuity and congestion relief in high
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ORD # 4
volume corridors. They are roadways that are listed in the most recent edition
of SANDAG' s Regional Transportation Plan
K. "Special land use" means any nomesidential, non-commercial/office or
nonindustrial development project (e.g., Olympic Training Center, hospitals,
utilities), or non-special purpose project.
L. "Special purpose project" means any for-profit community purpose facility
(e.g., day care).
3.55.030 Public transportation facilities to be financed bv the fee.
A. The public transportation facilities ("facilities") which are the subj ect matter of the fee, are
listed below as detailed in subsection C of this section and in the Engineer's Report on file in
the Office of the City Clerk.
B. The City Council may modify or amend the list of projects in order to maintain compliance
with the circulation element of the City's General Plan.
C. The facilities are as follows:
1. (I-5-l) I-5/E Street NB off-ramp restriping add lane
2. (I-5-2) I-5/E Street/Bay Blvd SB off-ramp restriping add lane
3. (I-5-3) I-5/NB ramp widening at E, H, J, Ind., Palomar & Main Sts (21 %)
4. (I-5-4) E Street bridge widening over 1-5 (250' X 20' X $350/sf)
5. (I-5-5) F Street bridge widening over I-5 (250' X 20' X $350/sf
6. (I-5-6) I-5/H Street NB off-ramp restriping add lane
7. (I-5-7) I-5/H Street SB off-ramp restriping add lane
8. (I-5-8) H Street bridge widening over I-5 (200'X40'X$350/sf)
9. (I-5-9) I-5/J Street NB off-ramp restriping add lane
10. (I-5-l0) I-5/J Street undercrossing widening add EB-NB (175x20X$350)
11. (I-5-l1) L Street bridge widening over I-5 (S/W for peds 300' X 12')(21 %)
12. (I-5-l2) I-5/Bay Blvd (south ofL St.) SB on/off ramps traffic signal
13. (I-5-13) I-5/Industrial Blvd NB on/off ramps traffic signal
14. (I-5-14) I-5/Palomar Street bridge widening (275lfX 50lfX $350/sf)
15. (I-5-15) I-5/Main Street NB on/off ramps traffic signal (CV share $120k)
16. (I-5-l6) I-5/Main Street bridge widening (2751fX 20lfX $350/sf)
17. (/-5-17)1-5 HOV & Managed LanesfromSR905to SR54 (63.4% in Cf?
18. STM 361
~-
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ORD # 4
a. I-5 Multi-Modal Corridor Study (80% Fed. DEMO funds)
b. (SANDAG cost estimate is $4.3M & CV share TBD.)
Interstate-80S Improvements
19. (I-805-l) NB on-ramp widening & metering at Bonita, East H St (EB-NB),
Telegraph Canyon Road (project I-805-1 is 100% funded in 2006 RTIP with State
funds. )
20. (1-805-2) Main St. undercrossing widening for EB-NB left turn lane
State Route 54 Improvements
21. (SR-54-1) SR-54 WB off-ramp restripe at Broadway
22. (SR-54-2) SR-54 EB off-ramp at N. Fourth Avenue - add ramp lane
Regional Arterial System (RAS) Projects
23. (RAS-l) Bonita Road from First Avenue to I-805
24. (RAS-2) Broadway from C Street to south of Main Street (City Limits)
25. (RAS-3) E Street improvements - First Ave to Bonita Road/E. Flower St
26. (RAS-4) E Street improvements, I-5 to 300' east ofNB ramp
27. (RAS-5) E Street LRT grade separation (underpass LRT option)
28. (RAS-6) H Street LRT grade separation (underpass LRT option)
29. (RAS-7) H Street at Broadway EB queue jumper lane & traffic signal modifications
30. (RAS-8) H Street 14' -wide median & street light improvements (same as RAS-9)
31. (RAS-9) H Street widening to 6-lanes from Interstate-5 to Broadway
32. (RAS-lO) H Street improvements from Second Ave to Hilltop Drive
33. (RAS-ll) East H St. north side improvements from Hilltop Dr. to I-805
34. (RAS-12) L Street/Bay Blvd traffic signal & add turn lanes
35. (RAS-l3) L Street improvements south side west of Industrial Blvd
36. (RAS-l4) Telegraph Canyon Road at I-805 south side sidewalk
37. (RAS-15) Orange A venue from Palomar Street to Hilltop Drive
38. (RAS-16) Palomar Street improvements from I-5 to I-805
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ORD#4
39. (RAS-17) Main St. improvements from /-5 to /-805 (See GPU Table 5.10-6)
40. (RAS-18) H St/4th Ave add WB-NB & EB-SB right turn lanes
41. (RAS-19) H St/4th Ave add WB-NB & EB-SB right turn lanes
General Plan Impacts and Mitigations
42. (GP-I) E. St. from Marina to 1-5
43. (GP-2) Marina Parkway from E-J St.
44. (GP-3) L St. from Hilltop to I-805
45. (GP-4) Main St. from I-5 to Broadway
46. (GP-5) Main St. from Broadway to Hilltop Dr.
47. (GP-6) Third Avenue from L St. to Palomar St.
48. (GP-7) H St. from Marina to I-5
49. (GP-8) J St. from Marina to I-5
Bicycle & Pedestrian Facilities Improvements (21 % WTDIF share per GPU)
50. (BP-l) Bayshore Bikeway (bike path) between E Street & F Streets
51. (BP-2) F Street sidewaIklbike lane improvements from /-5 to Fourth A venue
52. (BP-3) Industrial Blvd improvements & bike lanes from L St. to Main Street
53. (BP-4) Main Street bike lanes from Industrial Blvd & I-80S
54. (BP-5) Orange A ve. bike lanes from Palomar St. to Hilltop Drive
55. (BP-6) Develop bicycle paths & pedestrian access to Third Avenue
Midbayfront Local Coastal Program Roadways
56. (Mid-I) E Street restripe to add EB-NB dual left turn to NB I-5 on-ramp.
57. (Mid-2) I-5/E St. SB off-ramp widening to add fourth lane
58. (Mid-3) Bay Blvd 15' widening along Westerly Curb Line at E St. approach for
1 SB/3NB
59. (Mid-4) I-5/E St. NB widen off-ramp to add 3rd lane for Right Turn only lane
60. (Mid-5) E St revisions to median and North Curb Line east of I-5 to add 3rd WB
lane.
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ORD#4
61. (Mid-6) Marina Parkway 4-lane from ESt. to J St.
62. (Mid-7) E St./Woodlawn Ave EB-SB RT lane plus a Traffic Signal)
63. (Mid-8) E St. at Broadway add WB & EB LT lane + WB & EB RT only lane. plus
a Traffic Signal & No R/W costs.
64. (Mid-9) F St/Broadway restriping to provide EB-SB & WB-NB RT lane
65. (Mid-l 0) H Street widening at Broadway for WB Thru & EB Thru & RT only.
Other Roadways
66. (OR-I) N. 4th AvenueIBrisbane Ave traffic signal modifications
67. (OR-2) Second Avenue/D Street all-way stop installation
3.55.040 Territorv to which fee aoolicable.
The area of the City of Chula Vista to which the fee herein established shall be applicable is the
territorial limits of the western portion of the City of Chula Vista ("territory") as defined above, as they
may from time to time be amended.
3.55.050 Establishment of a fee.
A development impact fee ("fee") is hereby established to pay for the facilities within the territory. The
fee shall be paid upon the issuance of building permits for each development proj ect within the western
portion of the City of Chula Vista. The WTDIF fee in the amounts set forth in CVMC 3.55.030 is
hereby established to pay for transportation improvements and facilities within the western portion of
the City ofChula Vista.
3.55.060 Determination of fees bv land use cate20rv.
A. For purposes of this fee, single-family dwelling units shall include single-
family detached homes and detached condominiums; multifamily dwelling
units shall include attached condominiums, townhouses, duplexes, triplexes,
and apartments. The density of the development type shall be based on the
number of dwelling units per gross acre for single-family or multifamily
residential and shall be based upon the densities identified on the approved
tentative map or approved tentative parcel map entitling the development
unless otherwise approved in writing by the City Manager's designee.
B. Commercial/office and industrial development projects shall be charged on a
per acre or per square footage basis. For purposes of this fee, gross acreage
and lor square footage as it applies to the commercial, industrial and office
development types, means all land area that the City Manager's designee
deems necessary within the boundary of the parcel or parcels of the
development project for which building permits are being requested.
C. The fee multiplied by the total number of dwelling units, square footage or
acres within a given development project represents a developer's fair share
("fair share") for that development project.
3.55.070 Time to determine amount due.
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ORD # 4
The fee for each development shall be calculated at the time of building permit issuance and shall be
the amount as indicated at that time, and not when the tentative map or final map were granted or
applied for, or when the building permit plan check was conducted, or when application was made for
the building permit. No building permit shall be issued unless the development impact fee is paid. The
fees shall be deposited into a WTDIF fund, which is hereby created, and shall be expended only for the
purposes set forth in this chapter. The Director of Finance is authorized to establish various accounts
within the fund for the various improvements and facilities identified in this chapter and to periodically
make expenditures from the fund for the purposes set forth herein in accordance with the facilities
phasing plan or capital improvement plan adopted by the City Council. The City Council finds that
collection of the fees established by this chapter at the time of the building permit is necessary to
ensure that funds will be available for the construction of facilities concurrent with the need for those
facilities and to ensure certainty in the capital facilities budgeting for the western part of the City.
3.55.080 Purpose and use of fee.
The fees collected shall be used by the City for the following purposes as determined by the City
Council:
1. To pay for the construction of facilities by the City, or to reimburse
the City for facilities installed by the City with funds from other
sources.
2. To reimburse developers who have been required by
CVMC3.55.150 A to install improvements that are major streets
and are listed in CVMC 3.55.030.
3. To reimburse developers who have been permitted to install
improvements pursuant to CVMC 3.55.150 B.
3.55.090 Amount of fee.
A. The fee shall be the amounts as set forth below in Table 1. The fee shall be adjusted on July I
of each year beginning in 2009. The annual inflation adjustment will be 2 % or based on
Caltrans highway construction cost index, whichever is higher. The program collects 2% of the
total improvement cost estimate for staff administration and an additional I % for SANDAG
Administrative costs.
B. Adjustments of the fee based upon the annual inflation adjustment or the Caltrans Highway
Construction Cost Index shall be automatic and shall not require further action by the City
Council. The WTDIF may also be reviewed and amended by the City Council as necessary
based on changes in the type, size, location or cost of the facilities to be financed by the fee;
changes in land use designation in the City's General Plan; and upon other sound engineering,
financing and planning information.
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ORD # 4
Proposed TDIF Fee per EDU: I $3,243.00
Land Use Classification EDUs TDIF Rate
RESIDENTIAL
Residential (LOW) 0-6 dwelling units per acre I per EDU $3,2431 DU
Residential (MED) 6.1 To 20 dwelling units per acre .8perEDU $2,5941 DU
Residential (HIGH) Over 20 dwelling units ner acre .6 per EDU $1,9461 DU
Mobile Home .5 per EDU $1,6221 DU
COMMERCIAL
Contain 1-5 major dept. stores & usually have
more than 50 tenants. Typically larger than 40
Regional Commercial acres. 20 EDU/Acre $64,860 1 Acre
Smaller in that size than regional. Contain junior
Dept. Store or variety Store,( i.e. Target Center
with other commercial stores)as a major tenant
and have 15 to 50 other tenants. Smaller in size,
Community Commercial 8-20 acres. 28 EDU/Acre $90,804! Acre
Less than 10 acres. Includes supermarket and
Nei<iliborhood Commercial drug store. Mav include office spaces. 48 EDUI Acre $155,6641 Acre
Neighborhood Commercial Same as above but in Square Footage 4.8 EDU/KSF $I5,664/KSF
Commercial activities found along major streets,
not in a planned center with limited on-site
Street Front Commercial parking. 16 EDU/Acre $51,8881 Acre
Retail Commercial Specialty RetaiVStrin Commercial 16 EDU/Acre $51,888/KSF
Usually located near transportation facilities.
Structures are usually large and cover majority of
the parcel. Examples are clothing and supply,
Wholesale Trade also includes swan meet areas. 24 EDU/Acre $77,832/Acre
OFFICE
High Rise Office More than 100,000 S.F. and 6+ Stories 60 EDUI Acre $194,5801 Acre
Low Rise Office < 6 Stories 30 EDU/Acre $97,290/Acre
Low Rise Office (in thousands < 6 Stories
of square feet) 2 EDU/KSF $6,4861 KSF
Medical Office Medical and Dental Facilities 50 EDU/Acre $162,1501 Acre
LODGING
Low Rise HotellMotel < 4 Stories 20EDU/Acre $64,8601 Acre
Low Rise Hotel or Motel < 4 Stories 1 EDU/Room $3,2431 Room
High Rise Hotel >~4 Stories 30/EDU/Acre $97,290/Acre
INDUSTRY
Shipbuilding, airframe, and aircraft
manufacturing. Usually located next to
transportation facilities and commercial areas.
Heavy Industry Parcels are typically 20-50 Acre. 12EDU/Acre $38,916/Acre
Usually large buildings located near freeways,
Warehouse IStorage industrial or strip commercial areas. 6 EDUI Acre $I9,458/Acre
Office/industrial uses clustered into a center. The
primary uses are industrial by may include high
percentages of other uses in service or retail
Industrial Park activities. 9EDU/Acre $29,1871 Acre
All other industrial uses and manufacturing not
Light Industrial included in categories above. 20 EDUI Acre $64,8601 Acre
Table 1
PROPOSED WTDIF FEE PER LAND USE CLASSIFICATION
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3.55.100 Development proiects exempt from the fee.
A. Development projects by public agencies shall be exempt from the provisions of the fee if those
projects are designed to provide the public service for which the agency is charged ("public
purpose").
B. Community purpose facilities which are not operated for profit ("nonprofit community purpose
facilities") are also exempt inasmuch as these institutions provide benefit to the community as a
whole, including all land use categories which are the subject matter of the fee. The City
Council hereby determines that it is appropriate to spread any impact such nonprofit
community purpose facilities might have to the other land use categories subject to the fee. In
the event that a court determines that the exemption herein extended to community purpose
facilities shall for any reason be invalid, the City Council hereby allocates the nonprofit
community purpose facilities' fair share to the City of Chula Vista and not to any of the land
use categories which are the subject matter of the development impact land use categories.
C. Development projects which are additions or expansions to existing dwelling units or
businesses, except special land use projects, shall be exempt if the addition or expansion does
not result in a net increase in dwelling units or commercial/industrial acreage.
3.55.110 Authority for accounting and eXDenditures.
A. The fees collected shall be deposited into a Western Transportation Development Impact Fee
financing fund ("WTDIF fee fund," or "fund"), which is hereby created and shall be expended
only for the purposes set forth in this chapter.
B. The director of finance is authorized to establish a single fund for the various facilities
identified in this chapter and to periodically make expenditures from the fund for the purposes
set forth herein.
3.55.120 Findings.
The City Council fmds that:
A. Collection of the fee established by this chapter at the time of the building permit issuance is
necessary to provide funds for the transportation facilities identified in CVMC 3.55.030 and to
ensure certainty in the capital facilities budgeting for growth impacted public transportation
facilities; and
B. The purpose of the Fees hereby enacted prevents new development from reducing the quality
and availability of public transportation infrastructure facilities provided to residents of the City
by requiring new development to contribute to the cost of additional capital transportation
infrastructure improvements needed to meet the growth generated by such development; and
C. The revenue from the fees hereby enacted will be used to construct public facilities and
infrastructure and pay for other capital expenditures needed to serve new development as
identified in the Engineer's Report dated February, 2008; and
D. Based on analysis presented in the Engineer's Report there is a reasonable relationship between
I. The use of the fees and the types of development projects on which they are imposed and
2. The need for facilities and the types of development projects on which the fees are imposed.
3. The amount of the fee and the cost of the public facility or portion of the public facility
attributable to the development on which the fee is imposed.
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ORD#4
3.55.130 Fee additional to other fees and charges.
This fee is in addition to the requirements imposed by other City laws, policies or regulations relating
to the construction or the financing of the construction of public improvements within subdivisions or
developments
3.55.150 Developer construction of transportation facilities.
A. Whenever a developer of a development project would be required by application of City law
or policy, as a condition of approval of a development permit to construct or finance the
construction of a portion of a transportation facility identified in Section 3.55.030 the City
Council may impose an additional requirement that the developer install the improvements
with supplemental size, length or capacity in order to ensure efficient and timely construction
of the transportation facilities network. If such a requirement is imposed, the City Council
shall, in its discretion, enter into a reimbursement agreement with the developer, or give a
credit against the fee otherwise levied by this chapter on the development project, or some
combination thereof.
B. Whenever a developer requests reimbursement, or a credit against fees, for work to be done or
paid for by the developer under subsection (A) of this section, the request shall be submitted in
writing to the City Manager's designee.
I. The request shall contain a description of the project with a detailed cost estimate
which itemizes those costs of the construction attributable to the transportation facility
project and excludes any work attributable to a specific subdivision project. The
estimate is preliminary and the amount of reimbursement or credit against fees is
subject to final determination by the City Manager's designee. Additional information
shall be provided to the City by the developer upon request of the City.
2. Such reimbursement or credit against fees shall be subject to the following conditions:
a. Requirements of Developer.
i. Preparation of plans and specifications for approval by the City;
ii. Secure and dedicate any right-of-way required for the transportation facility
proj ect;
iii. Secure all required permits and environmental clearances necessary for the
transportation facility project;
iv. Provision of performance bonds (where the developer intends to utilize provisions
for immediate credit, the performance bond shall be for 100 percent of the value of the
transportation facility project);
v. Payment of all City fees and costs.
b. The City will not be responsible for any of the costs of constructing the
transportation facility project. The developer shall advance all necessary funds to construct the
transportation facility project.
c. The developer shall secure at least three qualified bids for work to be done and shall
award the construction contract to the lowest qualified bidder. The developer may combine the
construction of the transportation facility project with other development-related work and
award one construction contract for the combined work based on a clearly identified process
for determining the low bidder, all as approved by the City Manager's designee. Should the
construction contract be awarded to a qualified bidder who did not submit the lowest bid for
the transportation facility project portion of the contract, the developer will only receive
transportation development impact fee credit based on the lowest bid for the transportation
facility portion of the contract. Any claims for additional payment for extra work or charges
shall be justified, shall be documented to the satisfaction of the City Manager's designee and
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shall only be reimbursed at the prices for similar work included in the lowest bid for the
transportation facility portion ofthe contract.
d. Upon complying with the conditions set forth in subsections (B)(l) and (B)(2)(a) of
this section as determined by the City and upon approval of the estimated cost by the City
Manager's designee, the developer shall be entitled to immediate credit for 50 percent of the
estimated cost of the construction attributable to the transportation facility project. Once the
developer has received valid bids for the project which comply with subsection (B)(2)( c) of
this section, entered into binding contracts for the construction of the project, and met the
conditions set forth in subsections (B)(l) and (B)(2)(a) of this section as determined by the
City, all of which have been approved by the City Manager's designee, the amount of the
immediate credit shall be increased to 75 percent of the bid amount attributable to the
transportation facility project. The immediate credits shall be applied to the developer's
obligation to pay transportation development impact fees for building permits issued after the
establishment of the credit. The developer shall specify these building permits to which the
credit is to be applied at the time the developer submits the building permit applications.
e. If the developer uses all of the immediate credit before final completion of the
transportation facility project, then the developer may defer payment of development impact
fees for other building permits by providing to the City liquid security such as cash or an
irrevocable letter of credit, but not bonds or set-aside letters, in an amount equal to the
remaining amount of the estimated cost of the transportation facility project.
f. When all work has been completed to the satisfaction of the City, the developer shall
submit verification of payments made for the construction of the transportation facility proj ect
to the City. The City Manager's designee shall make the final determination on expenditures
which are eligible for credit or cash reimbursement.
g. After final determination of eligible expenditures has been made by the City
Manager's designee and the developer has complied with the conditions set forth in subsection
(B) of this section, the final amount of transportation development impact fee credits shall be
determined by the City Manager's designee. The developer shall receive credit against the
deferred fee obligation in an amount equal to the difference between the final expenditure
determination and the amount of the 75 percent immediate credit used, if any. The City shall
notify the developer of the final deferred fee obligation, and of the amount of the applicable
credit. If the amount of the applicable credit is less than the deferred fee obligation, then the
developer shall have 30 days to pay the deferred fee. If the deferred fees are not paid within the
30-day period, the City may make a demand against the liquid security and apply the proceeds
to the fee obligation.
h. At the time building permits are issued for the developer's project, the City will
incrementally apply credit which the developer has accrued in lieu of collecting the required
. transportation development impact fees. The amount of the credit to be applied to each
building permit shall be based upon the fee schedule in effect at the time of the building permit
issuance. The City Manager's designee shall convert such credit to an EDU basis for
residential development and/or a gross acre basis for commercial or industrial development for
purposes of determining the amount of credit to be applied to each building permit.
i. If the total eligible construction cost for the transportation facility project is more than
the total transportation development impact fees which will be required for the developer's
project, then the amount in excess of development impact fees will be paid in cash when funds
are available as determined by the City Manager; a reimbursement agreement will be executed;
or the developer may waive reimbursement and use the excess as credit against future
transportation development impact fee obligations. The City may, in its discretion, enter into
an agreement with the developer to convert excess credit into EDU and/or gross acre credits for
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ORD # 4
use against future development impact fee obligations at the fee rate in effect on the date of the
agreement.
j. The requirements of this subsection (B) of this section may, in the City's discretion,
be modified through an agreement between the developer and the City and approved by City
Council.
C. Whenever a transportation development impact fee credit is generated by
constructing a transportation facility using assessment district or community
facilities district fmancing, the credit shall only be applied to the
transportation development impact fee obligations within that district.
3.55.160 Procedure for fee waiver or reduction.
A. Any developer who, because of the nature or type of uses proposed for a
development project, contends that application of the fee imposed by this
chapter is unconstitutional, or unrelated to mitigation of the traffic needs or
burdens of the development, may apply to the City Council for a waiver,
reduction, or deferral of the fee. A development which is designed and
intended as a temporary use (10 years or less) and which is conducted in
facilities which are, by their nature, short-term interim facilities such as a
portable or modular building (including mobile homes, trailers, etc.) may
qualify for a waiver, reduction, or deferral. In addition, a deferral may be
granted on the basis of demonstrated economic hardship on the condition that:
(1) the use offers a significant public benefit; (2) the amount deferred bears
interest at a fair market rate so as to constitute an approximate value
equivalent to a cash payment; and (3) the amount deferred is adequately
secured by agreement with the applicant. Unless the requirement for timely
filing is waived by the City, the application shall be made in writing and filed
with the City Clerk not later than 10 days after notice of the public hearing on
the development permit application or the project is given, or if no
development permit is required, at the time of the filing of the building permit
application. The application shall state in detail the factual basis for the claim
of waiver or reduction.
B. The City Council shall consider the application at a public hearing on same,
notice of which need not be published other than by description on the agenda
of the meeting at which the public hearing is held. Said public hearing should
be held within 60 days after its filing. The decision of the City Council shall
be fmal. If a deferral, reduction or waiver is granted, it should be granted
pursuant to an agreement with the applicant, and the property owner, if
different from the applicant, providing that any change in use within the
project shall subject the development to payment ofthe full fee. The procedure
provided by this section is additional to any other procedure authorized by law
for protesting or challenging the fee imposed by this chapter.
3.55.170 Exemptions.
Development projects by public agencies shall be exempt from the provisions of this fee. Exempt
development uses with the following characteristics or activities as a principal use of land, generally
described as "community purpose facility" as defined above in CVMC Section 3.55.020.
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ORD # 4
3.55.180 Assessment districts.
If any assessment or special taxing district is established for any or all of the facilities listed in Section
3.55.030 the owner or developer of a project may apply to the City Council for a credit against the fee
in an amount equal to the development's attributable portion of the cost of the authorized
improvements as determined by the City Manager's designee, plus incidental costs normally occurring
with a construction project, but excluding costs associated with assessment district proceedings or
financing.
3.55.190 Economic incentive credit.
The City Council may authorize the City to participate in the financing of transportation facility
projects or portions of transportation facility projects as defined in Section 3.55.030 at the time of the
appropriation of funds by City Council for the construction of an eligible transportation facility, the
City shall be eligible to receive a credit known hereafter as an economic incentive credit. Such
economic incentive credit may be applied to development impact fee obligations for those projects
which the City Council determines, in its sole discretion, to be beneficial to the City. The use of the
economic incentive credit may be subject to conditions which shall be set forth in a written agreement
between the developer of the project and the City and approved by City Council.
The City may receive economic incentive credit only for those eligible projects identified in Section
3.55.030 for amounts of funding not identified in the fmancial and engineering study "Western
Transportation Development Impact Fee" report dated February 2008.
3.55.195 Fund loans.
A.
B.
Loans by the City. The City may loan funds to the fund to pay for
facilities should the fund have insufficient funds to cover the cost of
said facility. Said loans, if granted, shall be approved upon the adoption
of the annual City budget or upon resolution of the City Council and
shall carry interest rates as set by the City Council for each fiscal year.
A schedule for repayment of said loans shall be established at the time
they are made and approved by the Council, with a maximum term not
to exceed the life of the fund.
Developer Loans. A developer may loan funds to the City as outlined
in CVMC 3.55.150. The City may repay said developer loans with
interest, under the terms listed in subsection (A) ofthis section.
3.55.200 Effective date.
This chapter shall become effective
SECTION 3: Effective Date
This Ordinance shall become effective 60 days after its second reading and adoption.
APpro~orm~
Ann Moore
City Attorney
Presented by
Jack Griffin
Engineering and General Services Director
3-57
ORDINANCE NO. ~IG ;..NO I\OOPilON
NO R'CAOh,<
ORDINANCE OF THE CITY OF CHUL~'C.\1?sTA ACCEPTING
THE WESTERN TRANSPORTATION DEVELOPMENT IMPACT
FEE REPORT (TF-358) PREPARED BY STAFF AND
ESTABLISHING A WESTERN TRANSPORTATION
DEVELOPMENT IMPACT FEE PROGRAM TO MITIGATE
TRANSPORTATION IMPACTS WITHIN WESTERN CHULA
VISTA INCLUDING PROJECT OR-4
WHEREAS, the adoption of the City's General plan indicated that future growth was going to
occur in the City west of! -805; and
WHEREAS, the traffic studies for the City's General Plan and the Urban Core Specific Plan
show the City's transportation network will be impacted by new development within the western
portion of the City unless new transportation facilities are added to accommodate the new
development; and
WHEREAS, since January 1987, the City has had a program in place for the collection of a
transportation development impact fee for the financing of street improvements in the area east of
Interstate 805.
WHEREAS, the Engineer's Report establishes that the transportation facilities necessitated by
development within the western portion ofthe City comprise an integrated network; and
WHEREAS, the Western Transportation Development Impact Fee is solely based upon that
portion of the project costs which are attributable to new development; and
WHEREAS, on March 4, 2008, the City Council of the City of Chula Vista held a duly noticed
public hearing at which oral or written presentations regarding the Western Transportation
Development Impact Fee could be made; and
WHEREAS, pursuant to the Municipal Code and California Government Code Sections 66000,
et. seq., the City Council has accepted a report entitled "Engineer's Report for the Western
Transportation Development hnpact Fee" ("Engineer's Report") dated February, 2008 that analyzed
the Western Transportation Development hnpact Fee necessary to fund transportation facilities needed
to serve future development within the western portion of the City; and
WHEREAS, the City's Environmental Review Coordinator has reviewed the proposed activity
for compliance with the California Environmental Quality Act (CEQA) and has determined that the
activity is not a "Project" as defmed under Section 15378 of the State CEQA Guidelines; therefore,
pursuant to Section l5060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA; and
WHEREAS, the City Council of the City of Chula Vista is placing this ordinance on its first
reading which will establish a development impact fee per equivalent dwelling unit (EDU) to finance
transportation facilities within the western portion of the City of Chula Vista; and
ORD # 5
3-58
WHEREAS, pursuant to Govemment Code Section 660l7(a), the fees proposed by this
ordinance will not become effective until sixty (60) days after its first reading; and
NOW, THEREFORE BE IT ORDAINED, that the City Council of the City of Chula Vista
does hereby adopt Chapter 3.55 of the Chula Vista Municipal Code relating to transportation
development impact fees to pay for various transportation facilities located on the westside of the City
as follows:
SECTION 1: Findings
The City Council finds, after consideration of the evidence presented to it including the "Engineer's
Report for the Western Transportation Development Impact Fee" dated February, 2008, that the
creation of a transportation development impact fee is necessary in order to assure that there are
sufficient funds available to finance the transportation facilities necessary to serve development west
ofI-805; and
The City Council finds that new development within the western portion of the City of Chula Vista
should be required to mitigate the burden created by development through the construction of
transportation facilities; and
The City Council finds, based on the evidence presented at the public hearing, and consistent with the
City's General Plan, and the various reports and information received by the City Council in the
ordinary course of its business, that the imposition of traffic impact fees on all development within the
western portion of the City of Chula Vista for which building permits have not been issued is
necessary in order to protect the public health, safety and welfare by providing for the public
transportation facilities to assure effective implementation of the City's General Plan; and
The City Council finds that the amount of the proposed fees levied by this ordinance does not exceed
the estimated cost of providing the transportation facilities.
SECTION 2: Chapter 3.55 of the Chula Vista Municipal Code is hereby adopted and shall read as
follows:
3.55.010 General intent.
The City's General Plan Land Use and Transportation Element requires that adequate public facilities
be available to accommodate increased population created by new development within the City of
Chula Vista.
The City Council has determined that new development will create adverse impacts on the City's
existing public transportation facilities which must be mitigated by the financing and construction of
certain public transportation facilities which are the subject of this chapter. New development
contributes to the cumulative burden on these public transportation facilities in direct relationship to
the amount of vehicular traffic and population generated by the development or the gross acreage of
the commercial or industrial land in the development.
The City Council has determined that a reasonable means of financing the public transportation
facilities is to charge a fee on all developments within the western portion of the City. imposition of
the Western Transportation Development Impact Fee on all new development for which building
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ORD # 5
permits have not yet been issued is necessary in order to protect the public health, safety and welfare,
thereby ensuring effective implementation of the City's General Plan.
3.55.020 Definitions.
For the purposes of this chapter, the following words or phrases shall be construed as defined herein,
unless from the context it appears that a different meaning is intended.
A. "Building permit" means a permit required by and issued pursuant to the
Uniform Building Code.
B. "City Engineer" means the City Engineer, the City Engineer's designee or the
City Manager's designee.
C. "Density" means dwelling units per gross acre identified for each planning
area shown on the approved tentative map or approved tentative parcel map or
as determined by the City Manager's designee.
D. "Developer" means the owner or developer of a development.
E. "Development permit" means any discretionary permit, entitlement or
approval for a development project issued under any zoning or subdivision
ordinance of the City.
F. "Development project" or "development" means any activity described as the
following:
I. Any new residential dwelling unit developed on vacant land;
2. Any new commercial/office or industrial development constructed on vacant land;
3. Any expansions to established developments or new developments on nonvacant land in
those land use categories listed in subsections (F)(1) and (2) of this section, if the result
is a net increase in dwelling units. The fee shall be based solely on this net dwelling unit
mcrease;
4. Any new or expanding special land use project;
5. Any special purpose project developed on vacant land or nonvacant land, or expanded
within a pre-existing site, if the result is a net increase in dwelling units. The fee shall
be based solely on this net dwelling unit increase;
6. Any other development project not listed above but described in Section 65927 and
65928 of the State Government Code.
"Community purpose facility" means a facility which serves one of the following purposes:
1. Social service activities, including such services as Boy Scouts and Girl Scouts, Boys
and Girls Club, Alcoholics Anonymous and services for the homeless;
2. Public schools;
3. Private schools;
4. Day care;
5. Senior care and recreation;
6. Worship, spiritual growth and development.
H. "Western portion of the City ofChula Vista" generally means that area of the
City located between the City boundary on the west, Interstate 805 on the east,
the City boundary on the north and the City's boundary on the south, as shown
on the map entitled "Figure 1" of the Engineering study.
1. "Engineering study" and "Engineer's Report" means the Engineer's Report for
the Western Transportation Development hnpact Fee dated February, 2008
and prepared by City staff on file in the Office of the City Clerk.
1. "Regional Arterial System" (RAS) RAS roadways are generally described as
those facilities that act as a critical link in providing direct connections
between communities ensuring system continuity and congestion relief in high
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ORD# 5
volume corridors. They are roadways that are listed in the most recent edition
of SANDAG's Regional Transportation Plan
K. "Special land use" means any nonresidential, non-commercial/office or
nonindustrial development project (e.g., Olympic Training Center, hospitals,
utilities), or non-special purpose project.
L. "Special purpose project" means any for-profit community purpose facility
(e.g., day care).
3.55.030 Public transportation facilities to be financed bv the fee.
A. The public transportation facilities ("facilities") which are the subject matter of the fee, are
listed below as detailed in subsection C of this section and in the Engineer's Report on file in
the Office of the City Clerk.
B. The City Council may modify or amend the list of projects in order to maintain compliance
with the circulation element of the City's General Plan.
C. The facilities are as follows:
1. (I-5-l) I-5/E Street NB off-ramp restriping add lane
2. (I-5-2) I-5/E Street/Bay Blvd SB off-ramp restriping add lane
3. (I-5-3) I-5/NB ramp widening at E, H, J, Ind., Palomar & Main Sts (21 %)
4. (I-5-4) E Street bridge widening over 1-5 (250' X 20' X $350/sf)
5. (I-5-5) F Street bridge widening over I-5 (250' X 20' X $350/sf
6. (I-5-6) I-5/H Street NB off-ramp restriping add lane
7. (I-5-7) I-5/H Street SB off-ramp restriping add lane
8. (I-5-8) H Street bridge widening over I-5 (200'X40'X$350/sf)
9. (I-5-9) I-5/J Street NB off-ramp restriping add lane
10. (I-5-10) I-5/J Street undercrossing widening add EB-NB (175x20X$350)
11. (I-5-lI) L Street bridge widening overI-5 (S/W for peds 300' X 12')(21 %)
12. (I-5-12) I-5/Bay Blvd (south ofL St.) SB on/off ramps traffic signal
13. (I-5-l3) I-5/Industrial Blvd NB on/off ramps traffic signal
14. (I-5-14) 1-5/Palomar Street bridge widening (275lfX 50lfX $350/sf)
15. (I-5-15) I-5/Main StreetNB on/off ramps traffic signal (CV share $120k)
16. (I-5-16) I-5/Main Street bridge widening (275lfX 20lfX $350/sf)
17. (/-5-17)/-5 HOV & Managed Lanesfrom SR905 to SR54 (63.4% in OJ
18. STM 361
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ORD # 5
a. I-5 Multi-Modal Corridor Study (80% Fed. DEMO funds)
b. (SANDAG cost estimate is $4.3M & CV share TBD.)
Interstate-80S Improvements
19. (I-805-1) NB on-ramp widening & metering at Bonita, East H St (EB-NB),
Telegraph Canyon Road (Project 1-805-1 is 100% funded in 2006 RTIP with State
funds. )
20. (I-80S-1) Main St. undercrossing widening for EB-NB left turn lane
State Route 54 Improvements
21. (SR-54-1) SR-54 WB off-ramp restripe at Broadway
22. (SR-54-2) SR-54 EB off-ramp at N. Fourth Avenue - add ramp lane
Regional Arterial System (RAS) Projects
23. (RAS-I) Bonita Road from First Avenue to I-805
24. (RAS-2) Broadway from C Street to south of Main Street (City Limits)
25. (RAS-3) E Street improvements - First Ave to Bonita RoadIE. Flower St
26. (RAS-4) E Street improvements, I-5 to 300' east ofNB ramp
27. (RAS-5) E Street LRT grade separation (underpass LRT option)
28. (RAS-6) H Street LRT grade separation (underpass LRT option)
29. (RAS-7) H Street at Broadway EB queue jumper lane & traffic signal modifications
30. (RAS-8) H Street 14'-wide median & street light improvements (same as RAS-9)
31. (RAS-9) H Street widening to 6-lanes from Interstate-5 to Broadway
32. (RAS-I0) H Street improvements from Second Ave to Hilltop Drive
33. (RAS-ll) East H St. north side improvements from Hilltop Dr. to I-805
34. (RAS-12) L Street/Bay Blvd traffic signal & add turn lanes
35. (RAS-13) L Street improvements south side west ofIndustrial Blvd
36. (RAS-14) Telegraph Canyon Road at I-805 south side sidewalk
37. (RAS-IS) Orange A venue from Palomar Street to Hilltop Drive
38. (RAS-16) Palomar Street improvements from I-5 to I-805
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ORD # 5
39. (RAS-17) Main St. improvements from 1-5 to I-80S (See CPU Table 5.10-6)
40. (RAS-18) H St/4th Ave add WB-NB & EB-SB right turn lanes
41. (RAS-19) H St/4th Ave add WB-NB & EB-SB right turn lanes
General Plan Impacts and Mitigations
42. (GP-l) E. St. from Marina to I-5
43. (GP-2) Marina Parkway from E-J St.
44. (GP-3) L St. from Hilltop to I-805
45. (GP-4) Main St. from 1-5 to Broadway
46. (GP-5) Main St. from Broadway to Hilltop Dr.
47. (GP-6) Third Avenue from L St. to Palomar St.
48. (GP-7) H St. from Marina to 1-5
49. (GP-8) J St. from Marina to I-5
Bicycle & Pedestrian Facilities Improvements (21 % WTDIF share per GPU)
50. (BP-l) Bayshore Bikeway (bike path) between E Street & F Streets
51. (BP-2) F Street sidewaIklbike lane improvements from 1-5 to Fourth A venue
52. (BP-3) Industrial Blvd improvements & bike lanes from L St. to Main Street
53. (BP-4) Main Street bike lanes from Industrial Blvd & I-80S
54. (BP-5) Orange A ve. bike lanes from Palomar St. to Hilltop Drive
55. (BP-6) Develop bicycle paths & pedestrian access to Third Avenue
Midbayfront Local Coastal Program Roadways
56. (Mid-I) E Street restripe to add EB-NB dual left turn to NB I-5 on-ramp.
57. (Mid-2) I-5/E St. SB off-ramp widening to add fourth lane
58. (Mid-3) Bay Blvd 15' widening along Westerly Curb Line at E St. approach for
1 SB/3NB
59. (Mid-4) I-5/E St. NB widen off-ramp to add 3rd lane for Right Turn only lane
60. (Mid-5) E St revisions to median and North Curb Line east of I-5 to add 3rd WB
lane.
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QRD # 5
61. (Mid-6) Marina Parkway 4-lane from E St. to J St.
62. (Mid-7) E St./Woodlawn Ave EB-SB RT lane plus a Traffic Signal)
63. (Mid-8) E St. at Broadway add WB & EB LT lane + WB & EB RT only lane. plus
a Traffic Signal & No R/W costs.
64. (Mid-9) F St/Broadway restriping to provide EB-SB & WB-NB RT lane
65. (Mid-lO) H Street widening at Broadway for WB Thru & EB Thru & RT only.
Other Roadways
66. (OR-I) N. 4th Avenue/Brisbane Ave traffic signal modifications
67. (OR-2) Second Avenue/D Street all-way stop installation
68. (OR-4) Traffic Management Center (30% TDIF/30% WTDIF/40% TSFund)
3.55.040 Territorv to which fee applicable.
The area of the City of Chula Vista to which the fee herein established shall be applicable is the
territorial limits of the western portion of the City of Chula Vista ("territory") as defined above, as they
may from time to time be amended.
3.55.050 Establishment of a fee.
A development impact fee ("fee") is hereby established to pay for the facilities within the territory. The
fee shall be paid upon the issuance of building permits for each development project within the western
portion of the City of Chula Vista. The WTDIF fee in the amounts set forth in CVMC 3.55.030 is
hereby established to pay for transportation improvements and facilities within the western portion of
the City of Chula Vista.
3.55.060 Determination of fees bv land use catel!orv.
A. For purposes of this fee, single-family dwelling units shall include single-
family detached homes and detached condominiums; multifamily dwelling
units shall include attached condominiums, townhouses, duplexes, triplexes,
and apartments. The density of the development type shall be based on the
number of dwelling units per gross acre for single-family or multifamily
residential and shall be based upon the densities identified on the approved
tentative map or approved tentative parcel map entitling the development
unless otherwise approved in writing by the City Manager's designee.
B. Commercial/office and industrial development projects shall be charged on a
per acre or per square footage basis. For purposes of this fee, gross acreage
and lor square footage as it applies to the commercial, industrial and office
development types, means all land area that the City Manager's designee
deems necessary within the boundary of the parcel or parcels of the
development project for which building permits are being requested.
C. The fee multiplied by the total number of dwelling units, square footage or
acres within a given development project represents a developer's fair share
("fair share") for that development proj ect.
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ORD#5
3.55.070 Time to determine amount due.
The fee for each development shall be calculated at the time of building permit issuance and shall be
the amount as indicated at that time, and not when the tentative map or final map were granted or
applied for, or when the building permit plan check was conducted, or when application was made for
the building permit. No building permit shall be issued unless the development impact fee is paid. The
fees shall be deposited into a WTDIF fund, which is hereby created, and shall be expended only for the
purposes set forth in this chapter. The Director of Finance is authorized to establish various accounts
within the fund for the various improvements and facilities identified in this chapter and to periodically
make expenditures from the fund for the purposes set forth herein in accordance with the facilities
phasing plan or capital improvement plan adopted by the City Council. The City Council finds that
collection of the fees established by this chapter at the time of the building permit is necessary to
ensure that funds will be available for the construction of facilities concurrent with the need for those
facilities and to ensure certainty in the capital facilities budgeting for the western part of the City.
3.55.080 Purpose and use of fee.
The fees collected shall be used by the City for the following purposes as determined by the City
Council:
1. To pay for the construction of facilities by the City, or to reimburse
the City for facilities installed by the City with funds from other
sources.
2. To reimburse developers who have been required by
CYMC3.55.l50 A to install improvements that are major streets
and are listed in CYMe 3.55.030.
3. To reimburse developers who have been permitted to install
improvements pursuant to CVMC 3.55.150 B.
3.55.090 Amount offee.
A. The fee shall be the amounts as set forth below in Table I. The fee shall be adjusted on July I
of each year beginning in 2009. The annual inflation adjustment will be 2 % or based on
Caltrans highway construction cost index, whichever is higher. The program collects 2% of the
total improvement cost estimate for staff administration and an additional 1 % for SANDAG
Administrative costs.
B. Adjustments of the fee based upon the annual inflation adjustment or the Caltrans Highway
Construction Cost Index shall be automatic and shall not require further action by the City
Council. The WTDIF may also be reviewed and amended by the City Council as necessary
based on changes in the type, size, location or cost of the facilities to be financed by the fee;
changes in land use designation in the City's General Plan; and upon other sound engineering,
financing and planning information.
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ORD#5
Proposed TDIF Fee ner EDU: I $3,243.00
Land Use Classification EDUs TDIF Rate
RESIDENTIAL
Residential (LOW) 0-6 dwelling units per acre I per EDU $3,243/ DU
Residential (MED) 6.1 To 20 dwellin. units per acre .8 per EDU $2,594/ DU
Residential (HIGH) Over 20 dwelling units per acre .6 per EDU $1,946/ DU
Mobile Home .5 per EDU $1,622/ DU
COMMERCIAL
Contain 1-5 major dept. stores & usually have
more than 50 tenants. Typically larger than 40
Regional Commercial acres. 20 EDUI Acre $64,860 / Acre
Smaller in that size than regional. Contain junior
Dept. Store or variety Store;( i.e. Target Center
with other commercial stores)as a major tenant
and have 15 to 50 other tenants. Smaller in size,
Community Commercial 8-20 acres. 28 EDUI Acre $90,804/ Acre
Neighborhood Commercial Less than 10 acres. Includes supermarket and
dru. store. Mav include office spaces. 48 EDUlAcre $155,664 I Acre
Neighborhood Commercial Same as above but in Square Footage 4.8 EDU/KSF $15,664/KSF
Commercial activities found along major streets,
not in a planned center with limited on-site
Street Front Commercial arkincr. 16 EDUlAcre $51,888/ Acre
Retail Commercial Soecialty Retail/Strip Commercial 16 EDUI Acre $5I,888/KSF
Usually located near transportation facilities.
Structures are usually large and cover majority of
the parcel. Examples are clothing and supply,
Wholesale Trade also includes swan meet areas. 24 EDUI Acre $77,832IAcre
OFFICE
High Rise Office More than 100,000 S.F. and 6+ Stories 60 EDUI Acre $194,580/ Acre
Low Rise Office < 6 Stories 30 EDUlAcre $97,290/ Acre
Low Rise Office (in thousands < 6 Stories
of square feet) 2 EDU/KSF $6,486 I KSF
Medical Office Medical and Dental Facilities 50 EDUlAcre $162,150 I Acre
LODGING
Low Rise Hotel/Motel < 4 Stories 20 EDUI Acre $64,860/ Acre
Low Rise Hotel or Motel < 4 Stories I EDU/Room $3,243/ Room
High Rise Hotel >~4 Stories 30/EDU/Acre $97,290/Acre
INDUSTRY
Shipbuilding, airframe, and aircraft
manufacturing. Usually located next to
transportation facilities and commercial areas.
Heavy Industry Parcels are tvoicallv 20-50 Acre. 12 EDUI Acre $38,916/ Acre
Usually large buildings located oear freeways,
Warehouse /Storage industrial or strin commercial areas. 6 EDUlAcre $19,458/ Acre
Office/industrial uses clustered into a center. The
primary uses are industrial by may include high
percentages of other uses in service or retail
Industrial Park activities. 9 EDUI Acre $29,187/Acre
Light Industrial All other industrial uses and manufacturing not
included in categories above. 20 EDUI Acre $64,860/ Acre
Table 1
PROPOSED WTDIF FEE PER LAND USE CLASSIFICATION
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ORD # 5
3.55.100 Development proiects exempt from the fee.
A. Development projects by public agencies shall be exempt from the provisions of the fee if those
projects are designed to provide the public service for which the agency is charged ("public
purpose").
B. Community purpose facilities which are not operated for profit ("nonprofit community purpose
facilities") are also exempt inasmuch as these institutions provide benefit to the community as a
whole, including all land use categories which are the subject matter of the fee. The City
Council hereby determines that it is appropriate to spread any impact such nonprofit
community purpose facilities might have to the other land use categories subject to the fee. In
the event that a court determines that the exemption herein extended to community purpose
facilities shal1 for any reason be invalid, the City Council hereby allocates the nonprofit
community purpose facilities' fair share to the City of Chula Vista and not to any of the land
use categories which are the subject matter of the development impact land use categories.
C. Development proj ects which are additions or expansions to existing dwelling units or
businesses, except special land use projects, shal1 be exempt if the addition or expansion does
not result in a net increase in dwelling units or commercial/industrial acreage.
3.55.110 Authority for accounting and expenditures.
. A. The fees col1ected shal1 be deposited into a Western Transportation Development Impact Fee
financing fund ("WTDIF fee fund," or "fund"), which is hereby created and shall be expended
only for the purposes set forth in this chapter.
B. The director of finance is authorized to establish a single fund for the various facilities
identified in this chapter and to periodical1y make expenditures from the fund for the purposes
set forth herein.
3.55.120 Findings.
The City Council finds that:
A. Col1ection of the fee established by this chapter at the time of the building permit issuance is
necessary to provide funds for the transportation facilities identified in CVMC 3.55.030 and to
ensure certainty in the capital facilities budgeting for growth impacted public transportation
facilities; and
B. The purpose of the Fees hereby enacted prevents new development from reducing the quality
and availability of public transportation infrastructure facilities provided to residents of the City
by requiring new development to contribute to the cost of additional capital transportation
infrastructure improvements needed to meet the growth generated by such development; and
C. The revenue from the fees hereby enacted will be used to construct public facilities and
infrastructure and pay for other capital expenditures needed to serve new development as
identified in the Engineer's Report dated February, 2008; and
D. Based on analysis presented in the Engineer's Report there is a reasonable relationship between
1. The use of the fees and the types of development projects on which they are imposed and
2. The need for facilities and the types of development projects on which the fees are imposed.
3. The amount of the fee and the cost of the public facility or portion of the public facility
attributable to the development on which the fee is imposed.
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ORD # 5
3.55.130 Fee additional to other fees and charges.
This fee is in addition to the requirements imposed by other City laws, policies or regulations relating
to the construction or the financing of the construction of public improvements within subdivisions or
developments
3.55.150 Developer construction of transportation facilities.
A. Whenever a developer of a development project would be required by application of City law
or policy, as a condition of approval of a development permit to construct or finance the
construction of a portion of a transportation facility identified in Section 3.55.030 the City
Council may impose an additional requirement that the developer install the improvements
with supplemental size, length or capacity in order to ensure efficient and timely construction
of the transportation facilities network. If such a requirement is imposed, the City Council
shall, in its discretion, enter into a reimbursement agreement with the developer, or give a
credit against the fee otherwise levied by this chapter on the development project, or some
combination thereof.
B. Whenever a developer requests reimbursement, or a credit against fees, for work to be done or
paid for by the developer under subsection (A) of this section, the request shall be submitted in
writing to the City Manager's designee.
I. The request shall contain a description of the project with a detailed cost estimate
which itemizes those costs of the construction attributable to the transportation facility
project and excludes any work attributable to a specific subdivision project. The
estimate is preliminary and the amount of reimbursement or credit against fees is
subject to final determination by the City Manager's designee. Additional information
shall be provided to the City by the developer upon request of the City.
2. Such reimbursement or credit against fees shall be subject to the following conditions:
a. Requirements of Developer.
i. Preparation of plans and specifications for approval by the City;
ii. Secure and dedicate any right-of-way required for the transportation facility
project;
iii. Secure all required permits and environmental clearances necessary for the
transportation facility proj ect;
iv. Provision of performance bonds (where the developer intends to utilize provisions
for immediate credit, the performance bond shall be for 100 percent of the value of the
transportation facility project);
v. Payment of all City fees and costs.
b. The City will not be responsible for any of the costs of constructing the
transportation facility project. The developer shall advance all necessary funds to construct the
transportation facility project.
c. The developer shall secure at least three qualified bids for work to be done and shall
award the construction contract to the lowest qualified bidder. The developer may combine the
construction of the transportation facility project with other development-related work and
award one construction contract for the combined work based on a clearly identified process
for determining the low bidder, all as approved by the City Manager's designee. Should the
construction contract be awarded to a qualified bidder who did not submit the lowest bid for
the transportation facility proj ect portion of the contract, the developer will only receive
transportation development impact fee credit based on the lowest bid for the transportation
facility portion of the contract. Any claims for additional payment for extra work or charges
shall be justified, shall be documented to the satisfaction of the City Manager's designee and
3-68
ORD # 5
shall only be reimbursed at the prices for similar work included in the lowest bid for the
transportation facility portion of the contract.
d. Upon complying with the conditions set forth in subsections (B)(l) and (B)(2)(a) of
this section as determined by the City and upon approval of the estimated cost by the City
Manager's designee, the developer shall be entitled to immediate credit for 50 percent of the
estimated cost of the construction attributable to the transportation facility project. Once the
developer has received valid bids for the project which comply with subsection (B)(2)( c) of
this section, entered into binding contracts for the construction of the project, and met the
conditions set forth in subsections (B)(l) and (B)(2)(a) of this section as determined by the
City, all of which have been approved by the City Manager's designee, the amount of the
immediate credit shall be increased to 75 percent of the bid amount attributable to the
transportation facility project. The immediate credits shall be applied to the developer's
obligation to pay transportation development impact fees for building permits issued after the
establishment of the credit. The developer shall specify these building permits to which the
credit is to be applied at the time the developer submits the building permit applications.
e. If the developer uses all of the immediate credit before final completion of the
transportation facility project, then the developer may defer payment of development impact
fees for other building permits by providing to the City liquid security such as cash or an
irrevocable letter of credit, but not bonds or set-aside letters, in an amount equal to the
remaining amount of the estimated cost of the transportation facility project.
f. When all work has been completed to the satisfaction of the City, the developer shall
submit verification of payments made for the construction of the transportation facility project
to the City. The City Manager's designee shall make the final determination on expenditures
which are eligible for credit or cash reimbursement.
g. After final determination of eligible expenditures has been made by the City
Manager's designee and the developer has complied with the conditions set forth in subsection
(B) of this section, the final amount of transportation development impact fee credits shall be
determined by the City Manager's designee. The developer shall receive credit against the
deferred fee obligation in an amount equal to the difference between the final expenditure
determination and the amount of the 75 percent immediate credit used, if any. The City shall
notify the developer of the final deferred fee obligation, and of the amount of the applicable
credit. If the amount of the applicable credit is less than the deferred fee obligation, then the
developer shall have 30 days to pay the deferred fee. If the deferred fees are not paid within the
30-day period, the City may make a demand against the liquid security and apply the proceeds
to the fee obligation.
h. At the time building permits are issued for the developer's project, the City will
incrementally apply credit which the developer has accrued in lieu of collecting the required
transportation development impact fees. The amount of the credit to be applied to each
building permit shall be based upon the fee schedule in effect at the time of the building permit
issuance. The City Manager's designee shall convert such credit to an EDU basis for
residential development and/or a gross acre basis for commercial or industrial development for
purposes of determining the amount of credit to be applied to each building permit.
i. If the total eligible construction cost for the transportation facility project is more than
the total transportation development impact fees which will be required for the developer's
project, then the amount in excess of development impact fees will be paid in cash when funds
are available as determined by the City Manager; a reimbursement agreement will be executed;
or the developer may waive reimbursement and use the excess as credit against future
transportation development impact fee obligations. The City may, in its discretion, enter into
an agreement with the developer to convert excess credit into EDU and/or gross acre credits for
3-69
ORD # 5
use against future development impact fee obligations at the fee rate in effect on the date of the
agreement.
j. The requirements of this subsection (B) of this section may, in the City's discretion,
be modified through an agreement between the developer and the City and approved by City
Council.
C. Whenever a transportation development impact fee credit is generated by
constructing a transportation facility using assessment district or community
facilities district financing, the credit shall only be applied to the
transportation development impact fee obligations within that district.
3.55.160 Procedure for fee waiver or reduction.
A. Any developer who, because of the nature or type of uses proposed for a
development project, contends that application of the fee imposed by this
chapter is unconstitutional, or unrelated to mitigation of the traffic needs or
burdens of the development, may apply to the City Council for a waiver,
reduction, or deferral of the fee. A development which is designed and
intended as a temporary use (10 years or less) and which is conducted in
facilities which are, by their nature, short-term interim facilities such as a
portable or modular building (including mobile homes, trailers, etc.) may
qualify for a waiver, reduction, or deferral. In addition, a deferral may be
granted on the basis of demonstrated economic hardship on the condition that:
(l) the use offers a significant public benefit; (2) the amount deferred bears
interest at a fair market rate so as to constitute an approximate value
equivalent to a cash payment; and (3) the amount deferred is adequately
secured by agreement with the applicant. Unless the requirement for timely
filing is waived by the City, the application shall be made in writing and filed
with the City Clerk not later than 10 days after notice of the public hearing on
the development permit application or the project is given, or if no
development permit is required, at the time of the filing of the building permit
application. The application shall state in detail the factual basis for the claim
of waiver or reduction.
B. The City Council shall consider the application at a public hearing on same,
notice of which need not be published other than by description on the agenda
of the meeting at which the public hearing is held. Said public hearing should
be held within 60 days after its filing. The decision of the City Council shall
be final. If a deferral, reduction or waiver is granted, it should be granted
pursuant .to an agreement with the applicant, and the property owner, if
different from the applicant, providing that any change in use within the
project shall subject the development to payment of the full fee. The procedure
provided by this section is additional to any other procedure authorized by law
for protesting or challenging the fee imposed by this chapter.
3.55.170 Exemptions.
Development projects by public agencies shall be exempt from the provisions of this fee. Exempt
development uses with the following characteristics or activities as a principal use of land, generally
described as "community purpose facility" as defined above in CVMC Section 3.55.020.
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ORD # 5
3.55.180 Assessment districts.
If any assessment or special taxing district is established for any or all of the facilities listed in Section
3.55.030 the owner or developer of a project may apply to the City Council for a credit against the fee
in an amount equal to the development's attributable portion of the cost of the authorized
improvements as determined by the City Manager's designee, plus incidental costs normally occurring
with a construction proj ect, but excluding costs associated with assessment district proceedings or
financing.
3.55.190 Economic incentive credit.
The City Council may authorize the City to participate in the financing of transportation facility
projects or portions of transportation facility projects as defined in Section 3.55.030 at the time of the
appropriation of funds by City Council for the construction of an eligible transportation facility, the
City shall be eligible to receive a credit known hereafter as an economic incentive credit. Such
economic incentive credit may be applied to development impact fee obligations for those projects
which the City Council determines, in its sole discretion, to be beneficial to the City. The use of the
economic incentive credit may be subject to conditions which shall be set forth in a written agreement
between the developer of the project and the City and approved by City Council.
The City may receive economic incentive credit only for those eligible projects identified in Section
3.55.030 for amounts of funding not identified in the financial and engineering study "Western
Transportation Development Impact Fee" report dated February 2008.
3.55.195 Fund loans.
A.
B.
Loans by the City. The City may loan funds to the fund to pay for
facilities should the fund have insufficient funds to cover the cost of
said facility. Said loans, if granted, shall be approved upon the adoption
of the annual City budget or upon resolution of the City Council and
shall carry interest rates as set by the City Council for each fiscal year.
A schedule for repayment of said loans shall be established at the time
they are made and approved by the Council, with a maximum term not
to exceed the life of the fund.
Developer Loans. A developer may loan funds to the City as outlined
in CVMC 3.55.150. The City may repay said developer loans with
interest, under the terms listed in subsection (A) of this section.
3.55.200 Effective date.
This chapter shall become effective
SECTION 3: Effective Date
This Ordinance shall become effective 60 days after its second reading and adoption.
Presented by
Approved as to form by
UL- YYlA-~
Ann Moore
City Attorney
Jack Griffin
Engineering and General Services Director
3-71
CITY COUNCIL
AGENDA STATEMENT
ITEM TITLE:
SUBMITTED BY:
REVIEWED BY:
3/11/08, Item ~
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACCEPTING THE DISADV ANT AGED BUSINESS
ENTERPRISE PROGRAM FOR THE PERIOD OF OCTOBER 1,
2007 THROUGH SEPTEMBER 30, 2008 FOR PROJECTS OF THE
CITY OF CHULA VISTA THAT UTILIZE FEDERAL HIGHWAY
ADMINISTRATION FUNDS
DIRECTOR OF ENGINEERING AND GENERAL SERVICE~
CITY MANAGER ~
ASSIST ANT CITY M R"?I
4/5THS VOTE: YES 0 NO ~
SUMMARY
All local agencies receiving federally assisted funds from the Federal Highway Administration are
required to submit a Disadvantaged Business Enterprise (DBE) Program. The DBE Program is
designed to allow contractors/consultants owned and controlled by minorities, women and other
socially and economically disadvantaged persons to have the opportunity to bid and work on
projects funded by the Federal Highway Administration.
ENVIRONMENTAL REVIEW
The Environmental Review Coordinator has reviewed the proposed activity for compliance with
the California Environmental Quality Act (CEQA) and has determined that there is no possibility
that the activity may have a significant effect on the environment; therefore, pursuant to Section
l5061(b)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no
environmental review is necessary.
RECOMMENDATION
Council adopt the resolution.
BOARDS/COMMISSION RECOMMENDATION
Not applicable.
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3/11/08, ItemA-
Page 2 of 3
DISCUSSION
General
The Disadvantaged Business Enterprise (DBE) Program is a Federal program operating under
the guidance of the United States Department of Transportation (DOT). A new Federal
regulation, Title 49 Code of Federal Regulations, Part 26 (49 CFR 26) that governs the DBE
Program became effective March 4,1999; since then, the City ofChula Vista has complied every
year with the DOT's regulations. Caltrans has been entrusted with local agency oversight
responsibility for DBE implementation and shall administer the Federal aid highway funds from
Federal Highway Administration (FHW A) programs. City staff has worked closely with Caltrans
in preparing this program.
The overall goal of the DBE Program is to ensure that contractor/consultant businesses owned
and controlled by minorities, women and other socially and economically disadvantaged persons
have the opportunity to bid and work on projects funded by FHW A.
It is the policy of the City of Chula Vista to ensure that DBEs have an equal opportunity to
receive and participate on DOT-funded projects. It is the goal of the DBE Program to
accomplish the following:
1. Ensure non-discrimination in the award and administration of DOT assisted contracts.
2. Create a level playing field on which DBEs can compete fairly with DOT -assisted
contracts.
3. Ensure that their annual overall DBE Participation percentage is narrowly tailored, in
accordance with applicable law.
4. Ensure that only firms that fully meet 49 CFR, Part 26 eligibility standards are permitted
to participate as DBEs.
5. Help remove barriers to the participation ofDBEs in DOT assisted contracts.
6. Assist the development of firms that can compete successfully in the market place
outside the DBE Program.
Citv ofChula Vista DBE Program Annual Anticipation DBE Participation Level (AADPL)
As part of the DBE Program, the City of Chula Vista is required to calculate the Annual
Anticipation DBE Participation Level (AADPL) in DOT assisted contracts. The AADPL is
defined as a percentage of DBE participation on all Federal aid highway funds expended on
FHW A assisted contracts in the upcoming fiscal year. The City of Chula Vista's AADPL for
fiscal year 2007/2008 was calculated to be 7.75%.
The AADPL is a two-step process as described in 49 CFR, Part 26, Section 26.45. Step I is to
determine a base figure percentage. The base figure was determined by researching the
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3/11/08, Iteml
Page 3 of 3
availability of DBEs that are ready, willing and able DBEs in San Diego County from our DBE
directory. Using the Census Bureau's County Business Pattern (CBP) database, determine the
number of all ready, willing and able businesses available in San Diego County that perform
work in the same Standard Industrial Classification (SIC) codes. Divide the number ofDBEs by
the number of all businesses to derive a base figure for the relative availability of DBEs in San
Diego County. Once a base percentage figure was determined, Step 2 consisted of adjusting the
overall goal either up or down based on the availability of DBEs in the local market.
The City of Chula Vista has published a Public Notice, announcing the City of Chula Vista's
proposed DBE Program and the overall annual goal for the federal FY 2007/2008 contracts
assisted by FHW A funds in general circulation media including minority focused media, local
trade papers and the Star News. The DBE Program, its proposed goals and the rational for the
goals were available for inspection for thirty (30) days and the City accepted comments on the
proposed goals for forty-five (45) days from the date of the Public Notice. During the Public
Notice period, no comments were made regarding the DBE Program.
Title 49 CFR 26 requires the local agencies' governing body approve the DBE Program before
funds for Federal-assisted projects can be utilized.
DECISION MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site
specific and consequently the 500 foot rule found in California Code of Regulations section
I 8704.2(a)(1) is not applicable to this decision.
FISCAL IMPACT
The costs of managing and maintaining the DBE program will become part of the costs of
Federal Highway projects and will be included in reimbursements from FHW A programs. Thus,
there is no overall fiscal impact to the City for this program other than the initial staff costs to
prepare this policy and to update it each year.
ATTACHMENTS
DBE Program FY 07/08
Prepared by: Luis A. Labrada, Associate Civil Engineer, Engineering and General Services
M:IGeneral ServiceslGS AdrrllnistrationlCouncil AgendaIDBEI2008IDBE AI13.doc
4-3
Local Assistance Procednres Manual
EXHIBIT A
EXHIBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
Exhibit 9-A Disadvantaged Business Enterprise Race-Neutral Implementation Agreement for
Local Agencies
DISADV ANT AGED BUSINESS ENTERPRISE
RACE-NEUTRAL
IMPLEMENT A nON AGREEMENT
FOR
LOCAL AGENCIES
CITY OF CHULA VISTA
2007-2008
(October I-September 30)
LPP 06-01
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Page 9-27
May 1, 2006
EXHIBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
Local Assistance Procedures Manual
DISADV ANT AGED BUSINESS ENTERPRISE RACE-NEUTRAL IMPLEMENT A TION
AGREEMENT
For the City/County of
to as "RECIPIENT."
City of Chula Vista
, hereinafter referred
I Definition of Terms
The terms used in this agreement have the meanings defined in 49 CFR ~ 26.5.
II OBJECTlVEIPOLICY STATEMENT (~26/1. 26/23)
The RECIPIENT intends to receive federal financial assistance from the U. S. Department of Transportation
(DOT) through the California Department of Transportation (Caltrans), and as a condition of receiving this
assistance, the RECIPIENT will sign the California Department of Transportation's Disadvantaged Business
Enterprise Implementation Agreement (hereinafter referred to as Agreement). The RECIPIENT agrees to
implement the State of California, Department of Transportation Disadvantaged Business Enterprise (DBE)
Program Plan (hereinafter referred to as the DBE Program Plan) as it pertains to local agencies. The DBE
Program Plan is based on U.S. Department of Transportation (DOT), 49 CFR, Part 26 requirements.
It is the policy of the RECIPIENT to ensure that DBEs, as defined in Part 26, have an equal opportunity to receive
and participate in DOT -assisted contracts. It is also their policy:
. To ensure nondiscrimination in the award and administration of DOT-assisted contracts.
. To create a level playing field on which DBE's can compete fairly for DOT-assisted contracts.
. To ensure that their annual overall DBE participation percentage is narrowly tailored, in accordance with
applicable law.
. To ensure that only firms that fully meet 49 CFR, Part 26 eligibility standards are permitted to participate as
DBEs.
. To help remove barriers to the participation ofDBEs in DOT-assisted contracts.
. To assist the development of firms that can compete successfully in the market place outside the DBE
Program.
III Nondiscrimination (~26.7)
RECIPIENT will never exclude any person from participation in, deny any person the benefits of, or otherwise
discriminate against anyone in connection with the award and performance of any contract covered by 49 CFR,
Part 26 on the basis of race, color, sex, or national origin. In administering the local agency components of the
DBE Program Plan, the RECIPIENT will not, directly, or through contractual or other arrangements, use criteria
or methods of administration that have the effect of defeating or substantially impairing accomplishment of the
objectives of the DBE Program Plan with respect to individuals of a particular race, color, sex, or national origin.
Page 9-28
July 30, 2007
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Local Assistance Procedures Manual
EXHIBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
IV Annual DBE Submittal Form (~26.21)
The RECIPIENT will provide to the Caltrans' District Local Assistance Engineer (DLAE) a completed DBE
Annual Submittal Form by June I of each year for the following Federal Fiscal Year (FFY). This form includes
an Annual Anticipated DBE Participation Level (AADPL), methodology for establishing the AADPL, the name,
phone number, and electronic mailing address of the designated DBELO, and the choice of Prompt Pay Provision
to be used by the RECIPIENT for the following FFY.
V Race-Neutral Means of Meeting the Annual DBE Goal (~26.51)
RECIPIENT will assist Caltrans to achieve its Overall Statewide DBE Goal by race neutral means that may
include, but are not limited to the following:
I. Advertising solicitations, scheduling bidding periods and opening times, and packaging quantities,
specifications, and delivery schedules in ways that facilitate DBE and other small business participation.
2. Providing assistance to DBE and small businesses in overcoming limitations such as inability to obtain
bonding or financing (e.g., by such means as simplifying the bonding process, reducing bonding
requirements, and providing services to help DBEs and other small businesses obtain bonding and
financing).
3. Providing technical assistance and other services to DBE and small businesses.
4. Providing information and communication programs on contracting procedures and specific contract
opportunities (e.g., ensuring the inclusion ofDBEs and other small businesses on recipient mailing lists of
bidders; ensuring the dissemination to bidders on prime contracts oflists of potential subcontractors
including DBE's and small businesses; providing the information in languages other than English, where
appropriate) .
5. Implementing a supportive services program to develop and improve immediate and long-term business
management, record keeping, and financial and accounting capability for DBEs and other small businesses.
6. Providing services to help DBEs and other small businesses improve long-term development, increase
opportunities to participate in a variety of kinds of work, handle increasingly significant projects, and
achieve eventual self-sufficiency.
7. Establishing a program to assist new, start-up firms, particularly in fields in which DBE participation has
been historically low.
8. Assisting DBEs and other small businesses to develop their capability to utilize emerging technology and
conduct business through electronic media.
9. Implementing or developing a mentor-protege program.
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May 1, 2006
EXHIBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
Local Assistance Procedures Manual
VI Quotas (~26.43)
RECIPIENT will not use quotas or set-asides in any way in the administration of the local agency component of
the DBE Program Plan.
VII DBE Liaison Officer (DBELO) (~26.25)
RECIPIENT has designated a DBE Liaison Officer. The DBELO is responsible for implementing the DBE
Program Plan, as it pertains to the RECIPIENT, and ensures that the RECIPIENT is fully and properly advised
concerning DBE Program Plan matters. There will three City staff dedicated to the implementation of the
DBELO's program. The name, address, telephone number, electronic mail address, and an organization chart
displaying the DBELO's position in the organization are found in Attachment _1_ to this Agreement. This
information will be updated annually and included on the DBE Annual Submittal Form.
The DBELO is responsible for developing, implementing, and monitoring the RECIPIENT's requirements of the
DBE Program Plan in coordination with other appropriate officials. Duties and responsibilities include the
following:
1. Gathers and reports statistical data and other information as required.
2. Reviews third party contracts and purchase requisitions for compliance with this program.
3. Works with all departments to determine projected Annual Anticipated DBE Participation Level.
4. Ensures that bid notices and requests for proposals are made available to DBEs in a timely manner.
5. Analyzes DBE participation and identifies ways to encourage participation through race-neutral means.
6. Participates in pre-bid meetings.
7. Advises the CEO/governing body on DBE matters and DBE race-neutral issues.
8. Provides DBEs with information and recommends sources to assist in preparing bids, obtaining bonding
and insurance.
9. Plans and participates in DBE training seminars.
10. Provides outreach to DBEs and community organizations to fully advise them of contracting opportunities.
Page 9-30
July 30, 2007
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Local Assistance Procednres Mannal
EXIllBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
VIII Federal Financial Assistance Agreement Assurance (~26.13)
RECIPIENT will sign the following assurance, applicable to and to be included in all DOT -assisted contracts and
their administration, as part of the program supplement agreement for each project.
The recipient shall not discriminate on the basis of race, color, national origin, or sex in the award and
performance of any DOT -assisted contract, or in the administration of its DBE Program, or the requirements of 49
CFR Part 26. The recipient shall take all necessary and reasonable steps under 49 CFR, Part 26 to ensure
nondiscrimination in the award and administration of DOT-assisted contracts. The recipient's DBE Program, as
required by 49 CFR, Part 26 and as approved by DOT, is incorporated by reference in this agreement.
Implementation of this program is a legal obligation and failure to carry out its terms shall be treated as a
violation of this agreement. Upon notification to the recipient of its failure to carry out its approved program, the
Department may impose sanctions as provided for under Part 26 and may, in appropriate cases, refer the matter
for enforcement under 18 U.S.c. 100 I and/or the Program Fraud Civil Remedies Act of 1986 (31 U.S.C. 3801 et
seq.). [Note - this language is to be used verbatim, as it is stated in S26.13(a).]
IX DBE Financial Institutions (~26.27)
It is the policy of the RECIPIENT to investigate the full extent of services offered by financial institutions owned
and controlled by socially and economically disadvantaged individuals in the community to make reasonable
efforts to use these institutions, and to encourage prime contractors on DOT -assisted contracts to make use of
these institutions.
Information on the availability of such institutions can be obtained from the DBELO. The Caltrans'
Disadvantaged Business Enterprise Program may offer assistance to the DBELO.
X Directory (~26.31)
RECIPIENT will refer interested persons to the Unified Certification Program DBE directory available from the
Caltrans Disadvantaged Business Enterprise Program's website at www.dot.ca.govlhqlbep.
XI Required Contract Clauses (~~26.13, 26.29)
RECIPIENT ensures that the following clauses or equivalent will be included in each DOT -assisted prime
contract:
A. CONTRACT ASSURANCE
The contractor or subcontractor shall not discriminate on the basis of race, color, national origin, or sex in the
performance of this contract. The contractor shall carry out applicable requirements of 49 CFR, Part 26 in the
award and administration of DOT -assisted contracts. Failure by the contractor to carry out these requirements is a
material breach of this contract, which may result in the termination of this contract or such other remedy, as
recipient deems appropriate.
[Note - This language is to be used verbatim, as is stated in S26.13(b). See Caltrans Sample Boiler Plate Contract
Documents on the Internet at www.dot.ca.govlhq/LocaIPrograms under "Publications."]
LPP 06-01
4-8
Page 9-31
May 1, 2006
EXHIBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
Local Assistance Procedures Manual
B. PROMPT PAYMENT
Prompt Prol!ress Payment to Subcontractors
A prime contractor or subcontractor shall pay to any subcontractor not later than 10-days of receipt of
each progress payment, in accordance with the provision in Section 7108.5 of the California Business and
Professions Code concerning prompt payment to subcontractors. The 10-days is applicable unless a
longer period is agreed to in writing. Any delay or postponement of payment over 30-days may take
place only for good cause and with the agency's prior written approval. Any violation of Section 7108.5
shall subject the violating contractor or subcontractor to the penalties, sanctions, and other remedies of
that Section. This requirement shall not be construed to limit or impair any contractual, administrative, or
judicial remedies, otherwise available to the contractor or subcontractor in the event of a dispute
involving late payment or nonpayment by the contractor, deficient subcontractor performance, and/or
noncompliance by a subcontractor. This clause applies to both DBE and non-DBE subcontractors.
Prompt Payment of Withheld Funds to Subcontractors
The local agency shall include either (1), (2), or (3) of the following provisions [local agency equivalent
will need Caltrans approval] in their federal-aid contracts to ensure prompt and full payment of retainage
[withheld funds] to subcontractors in compliance with 49 CFR 26.29.
I. No retainage will be held by the agency from progress payments due to the prime contractor. Prime
contractors and subcontractors are prohibited from holding retainage from subcontractors. Any delay or
postponement of payment may take place only for good cause and with the agency's prior written
approval. Any violation of these provisions shall subject the violating contractor or subcontractor to the
penalties, sanctions, and other remedies specified in Section 7108.5 of the Califomia Business and
Professions Code. This requirement shall not be construed to limit or impair any contractual,
administrative, or judicial remedies, otherwise available to the contractor or subcontractor in the event of
a dispute involving late payment or nonpayment by the contractor, deficient subcontractor performance,
and/or noncompliance by a subcontractor. This clause applies to both DBE and non-DBE subcontractors.
2. No retainage will be held by the agency from progress payments due the prime contractor. Any
retainage kept by the prime contractor or by a subcontractor must be paid in full to the earning
subcontractor in 30-ays after the subcontractor's work is satisfactorily completed. Any delay or
postponement of payment may take place only for good cause and with the agency's prior written
approval. Any violation of these provisions shall subject the violating contractor or subcontractor to the
penalties, sanctions, and remedies specified in Section 7108.5 of the California Business and Professions
Code. This requirement shall not be construed to limit or impair any contractual, administrative, or
judicial remedies, otherwise available to the contractor or subcontractor in the event of a dispute
involving late payment or nonpayment by the contractor, deficient subcontractor performance, and/or
noncompliance by a subcontractor. This clause applies to both DBE and non-DBE subcontractors.
Page 9-32
July 30, 2007
4-9
LPP 06-01
Local Assistance Procedures Manual
EXHIBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
3. The agency shall hold retainage from the prime contractor and shall make prompt and regular
incremental acceptances of portions, as determined by the agency of the contract work and pay retainage
to the prime contractor based on these acceptances. The prime contractor or subcontractor shall return all
monies withheld in retention from all subcontractors within 30-days after receiving payment for work
satisfactorily completed and accepted including incremental acceptances of portions of the contract work
by the agency. Any delay or postponement of payment may take place only for good cause and with the
agency's prior written approval. Any violation ofthese provisions shall subject the violating prime
contractor to the penalties, sanctions, and otherremedies specified in Section 7108.5 ofthe California
Business Professions Code. This requirement shall not be construed to limit or impair any contractual,
administrative, or judicial remedies, otherwise available to the contractor or subcontractor in the event of:
a dispute involving late payment or nonpayment by the contractor; deficient subcontractor performance;
and/or noncompliance by a subcontractor. This clause applies to both DBE and non-DBE subcontractors.
XIV Local Assistance Procedures Manual
The RECIPIENT will advertise, award and administer DOT -assisted contracts in accordance with the most
current published Local Assistance Procedures Manual (LAPM).
XV Bidders List (~26.11)
The RECIPIENT will create and maintain a bidders list, consisting of information about all DBE and non-DBE
firms that bid or quote on its DOT -assisted contracts. The bidders list will include the name, address, DBE/non-
DBE status, age, and annual gross receipts of the firms.
XVI Reporting to the DLAE
RECIPIENT will promptly submit a copy of the Local Agency Bidder-DBE Information (Exhibit 15-G or Exhibit
10-0 of the LAPM) to the DLAE at the time of execution of consultant or construction contract award.
RECIPIENT will promptly submit a copy of the Final Utilization ofDBE participation to the DLAE using
Exhibit l7-F of the LAPM immediately upon completion of the contract for each consultant or construction
contract.
XVII Certification (~26.83(a))
RECIPIENT ensures that only DBE firms currently certified by the California Unified Certification Program will
participate as DBEs on DOT -assisted contracts.
LPP 06-01
4-10
Page 9-33
May 1, 2006
EXHIBIT 9-A
Disadvantaged Business Enterprise Race-Neutral
Implementation Agreement for Local Agencies
Local Assistance Procedures Manual
XVIII Confidentiality
RECIPIENT will safeguard from disclosure to third parties, information that may reasonably be regarded as
confidential business information consistent with federal, state, and local laws.
Date:
[Signature of Local Agency Recipient's Chief
Executive Officer]
Phone Number:
[Print Name of Local Agency Recipient's Chief
Executi ve Officer]
This California Department of Transportation's Disadvantaged Business Enterprise Program Plan Implementation
Agreement is accepted by:
Date:
[Signature ofDLAE]
[Plint Name ofDLAE]
Distribution: (I) Original-DLAE
(2) Copy~]ocal agency afler signing by DLAE
DBE Race-neutral Implementation Agreement for Local Agencies (05/01/06)
Page 9-34
July 30, 2007
4-11
LPP 06-01
Local Assistance Procedures Manual
EXHIBIT 9-B
DBE Annual Submittal Form
Exhibit 9-B Local Agency DBE Annual Submittal Form
TO: CALTRANSDISTRICT _11_
District Local Assistance Engineer
The amount of the Annual Anticipated DBE Participation Level (AADPL) and methodology are presented
herein, in accordance with Title 49 of the Code of Federal Regulations, Part 26, and the State of Cali fomi a,
Department of Transportation Disadvantaged Business Enterprise (DBE) Program Plan.
The City/County/Region of Chula Vista
submits our AADPL information. We have established an AADPL of
Year 07 /_08_, beginning on _October I, 2007
30,2008
7.75 % for the Federal Fiscal
, and ending on _September
Methodology
The methodology and Overall Annual Anticipation DBE Participation Level (AADPL) for the federal fiscal
year on FHW A-assisted contracts is found in Attachment 2.
Disadvantaged Business Enterprise Liaison Officer rDBELO)
Luis A. Labrada, P.E., Associate Civil Engineer, phone: (619) 397-6120; fax: (619) 397-6250; 1800 Maxwell
Road, Chula Vista, CA 91911, Email: llabrada@ci.chula-vista.ca.us
PromDt Pav
See Attachment 4 for method use in federal-aid contracts.
Submitted by:
(Signature of Local Agency Recipient's Chief
Executive Officer)
Date
Phone Number
(Print Name of Local Agency Recipient's Chief
Executive Officer)
Reviewed by Caltrans:
(Signature of Caltrans District Local Assistance Engineer [DLAE])
Date
Distribution: (1) Original-DLAE DBE Annual Submittal Form (05/01l06)
(2) Copy-local agency after signing by DLAE
LPP 06-01
Page 9-35
May 1, 2006
4-12
EXHIBIT 9-B
Local Agency DBE Annual Submittal Form
Local Assistance Procedures Manual
(Attachment)
Prompt Payment of Withheld Funds to Subcontractors
Federal regulation (49 CFR 26.29) requires one of the following three methods be used in federal-aid contracts to
ensure prompt and full payment of any retainage kept by the prime contractor or subcontractor to a subcontractor.
Please check the box of the method chosen by the local agency to ensure prompt and full payment of any
retain age.
D No retainage will be held by the agency from progress payments due to the prime contractor. Prime
contractors and subcontractors are prohibited from holding retainage from subcontractors. Any delay or
postponement of payment may take place only for good cause and with the agency's prior written approval.
Any violation of these provisions shall subject the violating contractor or subcontractor to the penalties,
sanctions, and other remedies specified in Section 7108.5 of the California Business and Professions Code.
This requirement shall not be construed to limit or impair any contractual, administrative, or judicial
remedies, otherwise available to the contractor or subcontractor in the event of a dispute involving late
payment or nonpayment by the contractor, deficient subcontractor performance, and/or noncompliance by a
subcontractor. This clause applies to both DBE and non-DBE subcontractors
D No retainage will be held by the agency from progress payments due the prime contractor. Any retainage
kept by the prime contractor or by a subcontractor must be paid in full to the earning subcontractor in 30-
days after the subcontractor's work is satisfactorily completed. Any delay or postponement of payment may
take place only for good cause and with the agency's prior written approval. Any violation of these
provisions shall subject the violating contractor or subcontractor to the penalties, sanctions, and remedies
specified in Section 71 08.5 of the California Business and Professions Code. This requirement shall not be
construed to limit or impair any contractual, administrative, or judicial remedies, otherwise available to the
contractor or subcontractor in the event of a dispute involving late payment or nonpayment by the
contractor, deficient subcontractor performance, and/or noncompliance by a subcontractor. This clause
applies to both DBE and non-DBE subcontractors.
~ The agency shall hold retainage from the prime contractor and shall make prompt and regular incremental
acceptances of portions, as determined by the agency of the contract work and pay retainage to the prime
contractor based on these acceptances. The prime contractor or subcontractor shall return all monies
withheld in retention from all subcontractors within 30 days after receiving payment for work satisfactorily
completed and accepted including incremental acceptances of portions of the contract work by the agency.
Any delay or postponement of payment may take place only for good cause and with the agency's prior
written approval. Any violation of these provisions shall subject the violating prime contractor to the
penalties, sanctions, and other remedies specified in Section 7108.5 of the California Business Professions
Code. This requirement shall not be construed to limit or impair any contractual, administrative, or judicial
remedies otherwise available to the contractor or subcontractor in the event of: a dispute involving late
payment or nonpayment by the contractor; deficient subcontractor performance and/or noncompliance by a
subcontractor. This clause applies to both DBE and non-DBE subcontractors.
Page 9-36
July 30, 2007
4-13
LPP 06-01
RESOLUTION NO. 2008-
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACCEPTING THE DISADVANTAGED
BUSINESS ENTERPRISE PROGRAM FOR THE PERIOD OF
OCTOBER I, 2007 THROUGH SEPTEMBER 30, 2008 FOR
PROJECTS OF THE CITY OF CHULA VISTA THAT USE
FEDERAL HIGHWAY ADMINISTRATION FUNDS
WHEREAS, the Disadvantaged Business Enterprise (DBE) Program is designed to allow
contractors/consultants owned and controlled by minorities, women and other socially and
economically disadvantaged persons to have the opportunity to bid and work on projects funded
by the Federal Highway Administration (FHW A); and,
WHEREAS, every year, effective March 4, 1999, all local agencies receiving Federally-
assisted funds from the FHW A are required to submit a DBE Program per Title 49 Code of
Federal Regulations, Part 26 (49 CFR 26); and
WHEREAS, Caltrans has been entrusted with local agency oversight responsibility for
DBE implementation and administers the Federal-aid highway funds from FHW A Programs; and
WHEREAS, City staff has worked closely with Caltrans in preparing this program; and
WHEREAS, it is the policy of the City of Chula Vista to ensure that DBEs have an equal
opportunity to receive and participate on DOT-funded projects; and
WHEREAS, the goals for the program have been revised and some modifications were
made to the DBE Program itself for the federal fiscal year of 2007/2008.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula
Vista does hereby accept the Disadvantaged Business Enterprise Program for the period of
October I, 2007 through September 30, 2008 for the City of Chula Vista projects utilizing
Federal Highway Administration funding in the form set forth in Exhibit "A".
BE IT FURTHER RESOLVED that staff is hereby authorized to implement the DBE
Program for federal fiscal year 2007/2008.
Presented by
Approved as to form by
Jack Griffin
Director of Engineering and General Services
~\).:{<;::~ ~~\).~.
Ann Moore
City Attorney
4-14
CITY COUNCIL
AGENDA STATEMENT
.:$"Yf:. CllY OF
-"..- CHULA VISTA
ITEM TITLE:
SUBMITTED BY:
REVIEWED BY:
March II, 2008 Item 5
PUBLIC HEARING TO REVIEW THE CITY'S HOUSING
AND URBAN DEVELOPMENT FEDERAL GRANT
PROGRAMS FOR FISCAL YEAR 2008/2009
(COMMUNITY DEVELOPMENT BLOCK GRANT,
HOME INVESTMENT PARTNERSHIP ACT AND
EMERGENCY SHELTER GRANT)
ASSISTANT DIRECTWF REDEVELOPMENT AND
HOUSING tl.r ~\~ ~
CITY MANAGER t~
' 4/5THS VOTE: YES D NO 0
SUMMARY
As a Housing and Urban Development entitlement community, the City receives grant
funds under the Community Development Block Grant, Emergency Shelter Grant and the
Home Investment Partnerships Act Program. The funds are distributed among local non-
profits, housing developers and city departments to provide decent housing, economic
opportunities and provide a suitable living environment for low and moderate income
persons. Prior to the distribution of the grant funds, the City must conduct a minimum of
two public hearings to solicit public input on the community development and housing
needs and establish funding priorities for the program year.
ENVIRONMENTAL REVIEW
At this time, no action is requested to fund specific activities; thus, no environmental
review is necessary. Once Council selects which activities to fund, the Environmental
Review Coordinator will review the proposed activities for compliance with the National
Environmental Protection Act (NEPA) and will determine the level of environmental
review necessary for each individual project.
RECOMMENDA nON
Council conduct the public hearing, accept comments and provide direction to staff.
BOARDS/COMMISSION RECOMMENDA nON
Not applicable.
5-1
March II, 2008, Item~
Page 2 of 5
DISCUSSION
As an entitlement community with the Department of Housing and Urban Development
(HUD), the City receives funds under three of their block grant programs: Community
Development Block Grant (CDBG); the Emergency Shelter Grant (ESG); and the HOME
Investment Partnership Act (HOME), which includes American Dream Downpayment
Initiative (ADDI). The entitlement amounts allocated to jurisdictions are determined
using a formula based on statistical and demographic data. The funds are to be expended
to provide decent housing, a suitable living environment, and to expand economic
opportunities, principally for low and moderate-income persons. Each entitlement
community develops their own programs and funding priorities.
HUD has notified staff that the City will receive approximately $2.9 million in combined
entitlement funds for fiscal year 2008/2009 ($1,973,771 in CDBG; $906,542 in HOME;
and $88,169 in ESG). These amounts represent an approximate 3.7% decrease from
2007-2008 funding levels. The decrease is the result of recent budget cuts at the Federal
level. Refer to Attachment I, 2008/2009 Federal Grants Budget.
Each year the City undertakes a process to solicit requests and approve programs and
projects for these grant funds, and similar to previous years will include both requests for
funding from various City departments and local organizations. The purpose of this
public hearing is to offer residents, non-profit organizations and other interested parties an
opportunity to provide input on the 2008/2009 proposals received, as well as provide
input on funding recommendations (Attachment 2).
Accompanying this report is the 2008/2009 Federal Grant Funding Application Notebook
(Attachment 3), which compiles all funding categories:
. Administration/Planning and Public Service applications;
. City Capital Improvement projects;
. Community Enhancement projects;
. Housing; and, Emergency Shelter Programs.
The Notebook describes in greater detail all the grant requests for funding received on an
annual basis.
Community Development Block Grant (CDBG)
In order to be eligible for block grant funding, a project must address at least one of the
following CDBG national objectives:
. Benefit primarily low and moderate-income families;
. Aid in the prevention or elimination of slums or blight; and,
. Meet other community needs having a major emergency (disasters, etc.).
The total amount of CDBG funding requested is summarized below. It should be noted
that the total amount of requests exceeds the amount available by $218,610.
5-2
March II, 2008, Item~
Page 3 of 5
Public Services
$387,627 15% Cap- allowable budget:
$296,065
($91,562)
Capital Improvement
and Community
Enhancement Projects
$1,410,000
$1,282,952
($127,048)
Subtotal
Administration and
Planning
$394,754 20 % Cap-allowable budget:
$394,754
None
TOTAL
$2,192,385 $1,973,771
($218,610)
. Public Services Program: The city may allocate up to fifteen percent (15%) of the
CDBG entitlement amount to public service programs, based on a cap of the
entitlement funds. Public service activities include but are not limited to: employment
services, child care, health services, substance abuse services, welfare and recreation
needs.
All of the funding requests received for the public service programs are CDBG-
eligible as they meet the national objective to primarily benefit low-income families.
Staff is recommending that prior-year applicants receive the same amount of funding
as they received in 2007/2008. Although there is a funding reduction, we can achieve
this funding level due to a decrease in funding applications.
. Capital Improvement and Community Enhancement Proiects: The Capital
Improvement and Community Enhancement category includes five (5) requests,
which total $1,410,000. These requests include $760,000 for principal and interest
payments on a $9.5 million Section 108 Loan which is being used for infrastructure
improvements in the Castle Park Area. The remaining $522,952 is available for
capital improvement and community enhancement projects. This category does not
have a funding cap limit, but is limited by available funds.
Capital Improvement Projects may include acquisition, construction or
installation of eligible public facilities improvements (except for buildings
for the general conduct of government). Improvements include streets,
sidewalks, curbs, gutters, parks, playgrounds, water/sewer lines and
flood/drainage improvements.
Community Enhancement Projects work together with public or private
improvements, which result in the elimination of blight in the community.
In addition to the required Section 108 loan payment, three (3) additional
funding requests are being recommended: (l) ADA curb cuts; (2) a one-
time funding for a new HV AC system for the new Sharp Healthcare Clinic
on Landis and, (3) the Community Housing Improvement Loan/Grant
5-3
March II, 2008, Item ~
Page 4 of 5
Program (CHIP) to establish a revolving loan program that provides low-
interest and/or forgivable loans to qualified low income households in
Chula Vista for home repairs.
. Administration and Planning; The City may allocate up to twenty percent (20%) of the
CDBG entitlement amount to administration and planning activities. These include
City staff time reimbursements, contractual fair housing services and contractual
homeless administrative services
HOME Investment Partnership Act Program (HOME)
The City will receive $906,542 in HOME funds for fiscal year 2008/2009. HOME funds
may be used to provide affordable rental housing and home ownership opportunities
through:
. New construction;
. Acquisition;
. Rehabilitation;
. First time homebuyer assistance; and
. Tenant-based rental assistance.
In past years the City has used these funds to support new construction and acquisition
activities related to the development of affordable housing, such as the recently completed
Seniors on Broadway development (41 rental units to very low income seniors). HOME
funds will be set-aside to assist qualified developers in the production of affordable
housing. The selection of housing projects are brought forward to City Council for
funding consideration as applications are received and processed.
Emergency Shelter Grant Program (ESG)
Chula Vista will receive ESG entitlement funds in the amount of $88,169 for fiscal year
2008/2009. The City received one proposal from South Bay Community Services, a local
homeless service provider, for the use of these funds.
DECISION MAKER CONFLICT
Staff has determined that the activities under the Administration and some Public Service
programs of the CDBG, HOME and ESG programs are not site specific and consequently
the 500 foot rule found in California Code of Regulations section l8704.2(a)(I) is not
applicable to this decision.
However, several Public Services programs and Capital Improvement and Community
Enhancement projects are site specific. For this reason, Staff reviewed the property
holdings of the City Council and found no property holdings within 500 feet of the
boundaries of the projects and programs.
5-4
March II, 2008, Item~
Page 5 of5
FISCAL IMPACT
The City will receive a total of $2,968,482 in combined federal grant funds from the U.S.
Department of Housing and Urban Development for the CDBG, HOME and ESG grant
programs. These funds will be used to provide: public services; housing services;
complete capital improvement projects; produce affordable housing; and aid the
homeless. There is no cost to the City's General Fund as project and staff costs are
covered by the grants.
ATTACHMENTS
. Attachment I: Fiscal Year 2008/2009 Federal Grants Budget
. Attachment 2: Fiscal Year 2008/2009 Federal Grant Summary of Requests and
Recommendations
. Attachment 3: Fiscal Year 2008/2009 Federal Grant Funding Application Notebook
Prepared by: Angelica Davis, Redevelopment and Housing Project Coordinator
5-5
FY 2008/2009 FEDERAL GRANTS BUDGET
Department of Housing and Urban Development
Community Development Block Grant (CDBG)
Home Investment Partnership Act Grant (HOME)
Emergency Shelter Grant (ESG)
CDBG Grant Funding
CDBG Entitlement
Total CDBG Entitlement
394,754.00
296,065.00
760,000.00
S 522,952.00
$ 1,973,771.00
HOME Funding
HOME Entitlement S
American Dream Downpayment Initiative S
Total HOME Entitlement $
899,494.00
7,048,00
906,542.00
Administration (10% of Entitlement) $
ADDI S
Remaining funds to be allocated towards the production of
affordable housing and related housing activities. S
Total HOME Allocations $
89,949,00
7,048.00
809,545.00
906,542.00
Administration (5% of Entitlement) S
Remaining balance will be allocated towards local
homeless providers S
Total ESG Allocations $
4,408.00
83,761.00
88,169.00
TOTAL FEDERAL GRANT FUNDING $ 2,968,482.00
5-6
Attachment 1
Summary of Federal Grant Requests
Requests and Recommendations
CDBG - HOME - ESG
2008/2009
5 Charles I. Cheneweth Foundation
Community Access Pro ram
s
s
11.000.00
6 Chula Vista Veterans Home Sup ort Rehabilitation Services
3.500.00
7 Recreation Department
Therapeutic Recreation Services S
17,936.00
8 Recreation De artment WizKidz Pro ram S 15.571.00 S 12.299.00 S 12.299.00
9 South Ba Famil YMCA Youth Prevention and Diversion S 42.07600 S 29.854.00 S 29.85400
10 Chula Vista Beacon Center Youth Prevention and Diversion S 10.969.52 S 7.783.00 S 7.783.00
II Chula Vista Bo s and Girls Club youth Prevention and Diversion S 20.313.00 S 14.413.00 S 14.413.00
12 Chula Vista Police Athletic Lea ue Youth Prevention and Diversion S 5,000.00 S 5.000.00 S 5.00000
13 South Ba Commun. Services Youth Prevention and Diversion S 39.550.00
108,899.00
14 Family Resource Center S 35.000.00 S 35.00000 S 35.000.00
KidCare Express HI Mobile
15 Chula Vista Family Hearth Center Medical Unit S 30,000.00 S 27.000.00 S 27.000.00
16 Lutheran Social Services Project Hand S 8 ,000. 00 S S 7.38000
out ay ommunl rvices! amiJy io ence re men
17 YMCA Program S 35.700.00 S 34.00000
Subtotal $ 108,700.00 $ 103.380.00
Total $ 358,245.52 $ 296,065.00
Attachment 2
5-7
Summary of Federal Grant Requests (cont.)
CDBG (Continued)
w, ~ ~="~""" ~ ~- - ~ - " _" _ ~ _
~ k ~ =~ _" ,~
~ _ ~J'\ , _
Amount Prior Year Recommended
Tab Organization/Department Project/Program Requested Funding Funding
18 Chula Vista Family Health Center HVAC Pro"eet $ 30.000.00 $ $ 30.000.00
nglneeflng an enera ervlees
19 Department ADA Curb Cuts $ 350.000.00 $ 430.582.00 $ 390.000.00
as e or o e n orcemen
20 Department Pro ram $ 150.000.00 $ 150.000.00 $
ommunl ouslng
21 Redevelopment and Housin Improvement Pro ram $ 140.000.00 $ $ 100.000.00
22 Redevelopment and Housing Section 108 Loan Payment $ 760.000.00 $ 800.000.00 $ 762.952.00
Amount Prior Year Recommended
Tab Organization/Department Project/Program Requested Funding Funding
23 Redevelopment and Housin Fair Housin Services $ 35.000.00 $ 39.000.00 $35.000.00
Regional Task Force on the
24 Re ional Task Force on the Homeless Homeless $ 1,000.00 $ 1.000.00 $ 1.000.00
25 Redevelopment and Housing Planning & Administration $ 393.754.00 $ 369.266.00 $ 358.754.00
Total $ 429,754.00 $ 394,754.00
HOME $906.542.00
26 Redevelopment and Housin
Production of Affordable
Housin
$
756.000.00 $ 522.801.00 $ 809,545.00
27 Redevelopment and Housin
HOME Plannin & Administration $
-If !me ome uyer
Program $
Total $
89.949.00 $
93.089.00 $
89.949.00
28 Redevelopment and Housing
7.048.00 $
17 A44.oo $
7.048.00
852,997.00
$ 906,542.00
ESG $88.769.00
29 South Bay Community Services
30 Redevelopment and Housing
Coso Nueva Vida
$
$
85,000.00 $
4.400.00 $
85.000.00
80,955.00 $83.769.00
ESG Planning & Administration
Totol $
4.400.00 $ 4.400.00
$88,169.00
Attachment 2
5-8
l)f--m 5 #f-fachnurJf 3
cdbg
home
esg
chula vista.fedEu"a.1 grants
applications
Summary ot Federal Grant Requests
Requests and Recommendations
COBG - HOME - ESG
200B/2009
5 Charles I. Cheneweth Foundation
Community Access Pro ram
$
$
15.000.00 $
4.000.00 $
25.626.00
11,000.00 $
6 Chula Vista Veterans Home Support Rehabilitation Services
3.500.00 $
11.000.00
3.500.00
17.936.00
7 Recreation Department
Therapeutic Recreation Services $
8 Recreation De artment WizKidz Pro ram $ 15.571.00 $ 12.299.00 5 12.299.00
9 South B Famil YMCA Youth Prevention and Diversion $ 42.076.00 $ 29.854.00 $ 29.854.00
10 Chula Vista Beacon Center Youth Prevention and Diversion $ 10,969.52 5 7.783.00 $ 7.783.00
II Chula Vista Bo s and Girls Club Youth Prevention and Diversion $ 20.313.00 $ 14AI3.00 $ 14.413.00
12 Chula Vista Police Athletic Lea ue Youth Prevention and Diversion $ 5.000.00 $ 5.000.00 $ 5.000.00
13 South B Communi Services Youth Prevention and Diversion 5 52.640.00 $ 39.550.00 $ 39.550.00
14 Family Resource Center $ 35,000.00 5 35.000.00 5 35.000.00
KidCare Express Ifl Mobile
15 Chula VISta Famil Health Center Medical Unit $ 30.000.00 5 27,000.00 $ 27.000.00
16 Project Hand $ 8.000.00 $ $ 7.380.00
amlY 10 ence rea men
17 Program $ 35,700.00 $ 34,000.00
Subtotal $ 108,700.00 $ 103.380.00
Total $ 358,245.52 $ 296,065.00
Summary of Federal Grant Requests (cont.)
CDBG (Continued)
- x
Amount Prior Year Recommended
Tob Organization/Department Project/Program Requested Funding Funding
18 Chula Vista Family Health Center HVAC Project $ 30.000.00 $ $ 30.000.00
nglneenng an enera ervlces
19 Department ADA Curb Cuts $ 350,000.00 5 430.582.00 $ 390.000.00
as e ar o e n orcemen
20 Department Pro ram $ 150.000.00 5 150,000.00 $
ommunl ouslng
21 Redevelopment and Housin improvement Pro ram $ 140.000.00 $ $ 100.000.00
22 Redevelopment and Housing Section 108 Loan Payment $ 760.000.00 $ 800.000.00 762.952.00
Amount Prior Year Recommended
Tab Organization/Department Project/Program Requested Funding Funding
23 Redevelopment and Housin Fair Housin Services $ 35.000.00 $ 39.000.00 535.000.00
Regional Task Force on the
24 Re ional Task Force on the Homeless Homeless $ 1.000.00 $ 1.000.00 $1.000.00
25 Redevelopment and Housing Planning & Administration $ 393.754.00 5 358.754.00
Total $ 429.754.00 $ 394.754.00
HOME $906,542.00
26 Redevelo ment and Housin
Production of Affordable
Housin
$
756.000.00 $ 522.801.00 $ 809,545.00
27 Redevelopment and Houstn
HOME Plannin & Administration 5
-lrst Ime ome uyer
Program $
Total $
89.949.00 5
93.089.00 $
89,949.00
28 Redevelopment and Housing
7.048.00 $
17.4M.OO $
7.048.00
852,997.00
$ 906.542.00
ESG $88.16900
29 Soutl1 B Communi Services
Casa Nueva Vida
$
$
85.000.00 $
4.400.00
80.955.00
$83.769.00
85,000.00
$
4.400.00
30 Redevelopment and Housing
ESG Planning & Administration
Total $
$88.169.00
I Tab No.1
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
South Bay Adult Day Health Care Center Transportation
Organization/Dept .:
Adult Protective Services
Project Description:
Provide transportation services to and from the South Bay Adult Day Health Care Center for
disabled seniors who are in danger of institutionalization with the services.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$11,000 $11,000
Specific use of funds:
Transportation
HUD Matrix Code: Citation:
05A - Senior Services 570.20Hel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. HelD the Homeless : No . HelD Disabled Persons : Yes
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: COBG National Objective:
70 -
Exempt (# of Units - Type of Units) Low Moderate Income Clientele
1
COMMUNITY DEVELOPMENT
DEPARTMENT
Agency Name: Adult Protective Services, Inc.
Applicant Name and Address:
Agency Director:
Adult Protective Services, Inc.
2840 Adams Ave, Suite 103
Janai Ouintana. Executive Direct r
Name and Title
San Diego, CA 92116
(619) 283-5731
(Area Code) Telephone
janai@apsincl.net (619) 283-1877
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utilize CDBG funds for the purposes stated within
th plicable regulations. (SIGNATURES MUST BE IN E INK)
\.
5i tur of Agency ard resident/Date gnature of Ag cy Director/D9t~ I rl
Joyce Rezin - President anai Quintana J/~/~o
Printed Name of Agency Board President Printed Name of Agency Director
~ Attach a copy of the board resolution authorizing submittal of this application to be considered
for CDBG funds (ma be submitted after a lication deadline.
'F~..._~..
g. .m.'Bmlli'!Xi
1. Program Name South Bay Adult Day Health Care Center
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Theresa Gachuna (619) 426-0982
Name (Area Code) Telephone
N/A (619) 426-5281
E-mail address (if available) Area Code) Fax Number
2. Program is New for our agency 0 An Ongoing Program [i]
3. Brief Description of Program (CDBG Eligible Activities are available at ~570.200, ~570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
Funding requested to provide or contract for transportation services to and
from the South Bay ADHC Center for disabled seniors and other disabled adults
who.are in danger of institutionalization without the Centers services.
Part II - Application Part II
Page 3 of 25
4. Where are services provided? (If different from agency location)
Services are provided at the South Bay Adult Day Health Care Center located at
301 E. "J" Street, Chula Vista, CA 91910. Services are provided to all
Chula Vista residents 18 and over with a medical, cognitive or physical disability.
5. Please describe your agencies written policies and procedures including how clients are
served, COSG eligibility requirements, compliance with Federal, State, and Local laws?
Upon intake for initial assessment into the South Bay ADHC the social worker
completes the income data form for CDBG funded projects for qualifying Chula
Vista residents. This is monitored by accounting clerk upon enrollment of
new participants.
APS, Inc. is compliant with the policies and procedures of Title 22 of the California
Code of Regulations. The South Bay ADHC is monitored for compliance by the
Department of Veteran Affairs on a monthly basis. The State Department of Aging'
and Health Services do a comprehensive evaluation annually. The Medi-Cal Field
Office evaluates services provided every six months.
Part II - Application Part II
Page 4 of 25
l I
6. Total Program Cost:
Actual 2007- $ 763,976 Proposed 2008- 1$802,175 I
2008: 2009:
Projected 2008- $ 802,175
2009:
Chula Vista
Non Chula
Vista
45
40 un-
35 duplicat d
7. Total Number of Clients proposed to be Served in 2008.2009: 70
Total Number of Clients Estimated to be Served in 2007-2008: 60
Total Number of Clients Served in 2006-2007: Actual 58
City fiscal year is July 1-June 30th.
Beneficiary Information:
$UL...OO Cost ($) per CDBG beneficiary (CDBG Request/CDBG Beneficiaries)
8. Total City Funds Requested for this Program:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Ch u la City of City of Chula City of Chula City of CDBG
Vista HOME, Chula Vista Vista HOME, Vista CDBG Chula City of
ESG CDBG ESG Vista Chula
HOME, Vista
ESG
Fundino -O- 11,000.00 -0- 11,000.00 -0- 12,000.00
9. Funds Requested from Other Jurisdictions for this Program
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
N!A
Part II - Application Part II
Page 5 of 25
PROJECT NARRATIA VE
A. Need
1. The California Department of Health Services and the California
Department of Aging estimate that at least 15% of the older population aged 55+, have
physical or mental impairments serious enough to cause institutionalization.
The City of Chula Vista Community Development Department estimates
that at least 19% of its population is aged 55 and above as ofJanuary I, 2003. This
segment of the population numbers 38, 212. Potentially 1,910 residents of the City of
Chula Vista could use services such as adult day health care to delay or eliminate the
need for institutionalization.
Previous Accomplishments:
2. The South Bay Adult Day Health Care Center has received funding for
transportation services for several years. For the 2007-2008 fiscal year, the Center
received $11,000.00 of CDBG funding. At present all objectives are being met. In
previous years obj ectives were met or exceeded.
B. Benefit
The overall goal of the program is to offer a safe caring alternative for older
adults and other disabled adults so that institutionalization can be delayed or eliminated.
1. This can be accomplished by providing access to services at the Center by
providing or arranging transportation services.
2. Develop, with the help of in-house and community specialists, a plan of
care for each individual which will include a treatment and maintenance program.
The South Bay Adult Day Health Care Center will provide approximately 16,500
days of service to 115 unduplicated clients (participants) during the 2006-2007 fiscal
year. Of this number 95% or 110 will be low/moderate income, and 65% or 75 will be
residents of Chula Vista.
C. Other Resources and Collaboration
The agency has not pursued active fund raising to date. The Center has held
rummage sales and raffles to enhance its enrichment funds.
Volunteers are beneficial in assisting with the daily activities at the Center.
The agency conducts a single audit every year performed by an outside CPA firm.
The Adult Day Health Care program is audited annually by the California Department of
Aging. The agency employs a full time accountant and two full time accounting clerks.
The agency has successfully managed the State Licensed Adult Day Health Care
Program since 1976. We have a contract to provide day health care services to Veterans
and are certified and funded by the U.S. Department Veterans Affairs.
D. On!anizational capacity
1. The mission of Adult Protective Services, Inc. is to prevent
institutionalization and improve the quality of life for disabled and disadvantaged senior
citizen and adults.
2. The agency was incorporated in 1970 and has provided adult day care,
adult day health care, employment services, and mental health services to the citizens of
Chula Vista since 1970.
3. The agency has operated adult day care in Chula Vista from 1974 - 1976.
In 1976, the Center was licensed as an Adult Day Health Care Center, with a capacity of
60 participants per day, and has operated successfully ever since.
4. Besides the Chula Vista Center, the agency operated the North County
Adult Day Health Care Center in Vista since 1976, and the Heartland Adult Day Health
Care Center in Santee, since 1976.
5. The full-time core staff at the Center includes the following:
Program Manager (1)
Social Workers (1)
RNNurse (I)
Master Degree in Social Work
Masters Degree in Social Work
Licensed Registered Nurse
Licensed Vocational Nurse
State Certificate
Class B License-Passenger Endorsement
Activities Coordinator (I)
Van Drivers (2)
Program Aides (4)
Volunteers
Number varies between 1-4 daily
Staff shared with two other agency Adult Day Health Care Centers:
Nurse (Supervising) (I) RN
Occupational Therapist (I) Certified Occupational Therapist
Occupational Therapist Assistant (1/2) State Certified
Physical Therapist (I) Registered Physical Therapist
Consultant staff (hourly basis as needed and required by State regulations):
Dietician; Speech Therapist; Pharmacist; Psychiatrist: Medical Director
and Licensed Clinical Social Worker.
SCOPE OF SERVICES
II. Scope of Services
A. Proi ect Description
I. Adult Day Health Care is an organized day program of therapeutic, social
and health services provided to older adults or other adults with physical or mental
impairments to restore or maintain to the fullest extent possible the capacity for self-care.
Services provided include nursing, social services, restorative therapies, meals, and
transportation.
2. An Intake Data Sheet is completed on all participants. This form contains
information such as name, address, date of birth, race, ethnicity, income and gender
characteristics.
3. The South Bay Adult Day Health Center works closely with other day care
centers, day health care centers, senior centers, housing and residential care facilities.
Referrals and collaborative efforts are used for the benefit of our joint clients. Hospitals
and community clinics, as well as the community at large, are educated as to the benefits
of adult day health care and the availability of this service.
4. The Center contracts for nutritional services, adult education services and
transportation services with local providers. Staff attends community meetings, such as
the South Bay providers Council, Coalition of Mental Health, and local resource fairs
such as health and social services fairs.
B. Target Population
Adult Protective Services, Inc. and the South Bay Adult Day Health Care Center
targets older adults 55+ who are in need of alternative services to prevent
institutionalization. These older adults may include frail elders with multiple health
conditions, individuals with Alzheimer's disease, chronically mentally ill adults and older
persons with developmental disabilities.
Because the South Bay Adult Day Health Care Center is certified by the State
Department of Health Services as a Medi-Cal provider, the Center must also service those
eligible adults over 18 years of age. Normally about 15% of those served are between the
ages of 18-55
Currently, 48 residents of Chula Vista have received adult day health care
services in fiscal year 2007-2008. All are disabled and low/moderate income, of those
currently enrolled (39) as of September 2007: (15) white, (I) Black/African American,
(3) Asian, (I) Pacific Islander and (19) Hispanic.
C. Outreach
The Center Program Manager and Social Workers are actively doing outreach on
an ongoing basis. They attend health fairs. They work in conjunction with doctor's
offices, health care providers, hospital discharge planners, in-home health care providers
and in-home support services. They make site visits to senior apartment complexes,
board and care facilities, trailer parks and church groups to inform residents of the
Center's activities, programs and the benefits of attending.
12. Performance Schedule
1. The program is evaluated both in-house and by various governmental
agencies to confirm that services are appropriate to the participants' needs and that
services are being carried out. The State Departments of Aging and Health Services do a
comprehensive evaluation bi-annually for appropriateness for their clients, and the Medi-
Cal Field Office evaluates services for some Medi-Cal participants every six months.
2. The obj ective of providing or arranging transportation services to and
from the Center will be used as a performance measurement.
(if Subcontractors are
used please use additional line item budgets).
State, VA,Priv te
Program Expenses and Donations
1. Professional Services 74,982 74,982
2 Buildin Rent 52,013 52,013
3. Maintenance, Janitor 19,038 19,038
4. Transportation 12,000 30,966 42,966
5. Food, Nutrition 38,985 38,985
6. Insurances 21,407 21,407
7. Utilities Su lies Dsta e 34,814 34,814
8. Others 38,445 38,445
Personnel Costs
9. Salaries (Include title and
name of staff erson 372,920 372,920
10. Benefits (describe) 106,605 106,605
Total Costs $ 12,000 $790,175 $ 802,175
PERSONAL COSTS
LINE 9:
1.
Salaries
Program Manager
2.
All Other -
- Provides program development and administrative
management of program. $3,000/month for 12 months=
$36,000.
Social Workers, Register Nurses, Activity Coordinator,
Drivers, Program Aides, Accountant, Clerk, accounting
clerks...estimated $28,077/month for 12 months =
$336,920.
2.
Benefits
Adult Protective Services, Inc. pay for employees' benefits plan including
Health, Dental and Life Insurance.
Adult Protective Services, Inc. has the pension plan to cover for all
employees after one year of services.
Payroll Taxes included FICA, State Unemployment Tax.
Workers' Compensation Insurance required by law.
LINE 10:
1.
3.
4.
Part II - Application Part II
14. Work Plan
(Prepare a Work Plan for implementation/completion of the services and activities identified in the Scope
of Services)
Work Plan (Identify activities and completion dates)
Identify low/moderate income adults who would
benefit from ADHC services.
July 1, 2008 and ongoing
Conduct interdisciplinary team assessments to July 1, 2008 and ongoing
identify articipants to determine if suitable pI n
of care can be offered.
Identify those eligible participants who are in
need of transportation to and from the Center.
July 1, 2008 and ongoing
Provide or arrange transportation to and from
the Center for approximately 60 participants
daily, 45 of whom will be Chula Vista residents.
July 1, 2008 and ongoing
Part II - Application Part II
Scope
15. Additional CDBG Financial information:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no, proceed to question 10.B.) Yes [Xj No 0
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMB Circular A-133?
Yes [Xj No 0
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concerns, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes 0 No 00
c. If the Agency was not required to have an audit per standards of OMB Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDBG grant
funds within the audit's scope? Yes 0 No 0 N/A []j
B. If the organization has not had a financial audit, please explain the reason.
N/A
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes [Xl No 0
D. Does the agency certify that no pUblic funds will be used for lobbying? Yes [Xl No 0
E. Has the agency previously administered CDBG funds?: Yes IX] No 0
If yes, please describe the agency's experience with CDBG funds:
The South Bay ADHC has received funding for transportation services
for several years. For the 2007-2008 fiscal year, the Center received
$11,000.00 of CDBG funding. At present all objectives were met or
exceeded.
Part II - Application Part II
16. National Objectives for the CDSG Program: Programs must meet National Objective 9570.20 #1
for the CDBG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
~ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City Included in
boundaries for technical assistance.
~ 2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
-L 51% Low-/Moderate-income per Official HUD Income Guidelines (Appendix A).
~ Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons
served?
oft
..2L
.......lL (b) Presumed Benefit: The facility will exclusively serve (check one):
elderly persons (over age 62) battered spouses
illiterate adults (not ESL) persons living with AIDS
homeless persons _ migrant farm workers
abused & neglected children .......lL severely disabled adults
See Appendix E for the definition
(c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (i.e., food
banks, clothing banks, facilities serving residents of public housing)
Part II - Application Part II
Scope
17. Measuring an Objective and Outcome of Public Service Activities for the COSG
Program: In addition to meeting a CDBG National Objective and eligible activity test for
the CDBG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUD's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more i nformati 0 n htto:/lwww. h ud. a ov/offices/cod/aboutloerformance/tra i n ina/ch08. odf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
-X-
1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. --X--Sustainability- Public Service activity aimed at improving
communities or neighborhoods
2. Decent Housing: Public service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _Affordability- Public Service activities funded to make housing
affordable.
. _Sustainability- Public Service activities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. _Affordability- Public Service activities funded to support
economic opportunities.
. _Sustainability- Public Service activities funded to sustain
economic opportunities.
Part II - Application Part Ii
PERFORMANCE MEASUREMENTS
(List major activities, the direct product/service numbers lor each activity and the direct outcome/benefit
01 the activity.)
ACTIVITY INDICATOR OUTCOME
(What the program does to fulfill ns mission) (The direct products of program (Benefits that result 'ram the program]
activities)
Service #5
Structured supervised day Day services provided Improved ability to remain
program that provides; nursin , for 60 disabled adults independant and active in
physical and occupational per day, Monday-Friday. the community. reducing the
therapy. Activities, meals need for institutionalizat
and transportation for Improved quality of life
disabled adults. for program participants.
on.
Part II - Application Part II
CDBG Scope of Work-Activities
18. Process Evaluation: Describe how the program will collect data and maintain
records to track program activities. Example: Documentation of program participation
via sign in sheets, meeting minutes describing actions taken, agendas and files for new
letters naming the City of Chula Vista and HUD as the funding source.
1. The daily sign in sheets will measure the objective of providing or arranging
transportation services to and from the Center.
2. The intake sheet will be used to measure residency and in Chula Vista and low
income status.
3. The program is evaluated both in-house by various governmental agencies to
confirm that services are appropriate to the needs and that services are being carried out.
19. Outcome Evaluation (List Three Outcomes): Describe how each activities will
be measured to determine if progress has been made to become self sufficient. Example:
Interview, work out plans, pre- and post- surveys.
1. Participants will remain active in the community thru attendance in ADHC
program for 12+ months. This will be measured by a multidisciplinary team assessment
every 6 months to determine if each participant is appropriate to continue in current
living arrangement.
2. Daily transportation arranged and provided to and from the Center. Daily review
of transportation logs to ensure transportation is provided and ifnot why.
3. At least 45 low income residents of Chula Vista will receive ADHC services
within 12 month period review of the monthly statistics of enrollments/disenrollments
will give accounting of residents served each month.
20. Key Staff Persons: Please describe the qualifications of key staff that will have
direct contact with clients receiving services.
(I) Program Manager -MSW, (I) Medical Social Worker-MSW, (I) Social Work
Assistant-BSW, (I) Activity Coordinator, (1) Nurse-RN, (1) Physical Therapist-RPT, (I)
Occupational Therapist-OTR, 1-2 Occupational Assistants COTA (1) Speech Therapist,
(I) Nutritionist-RD, (1) Psychologist, 2 Drivers-Class B, 4 Program Aides.
21. Subcontractor (if any): Please list the names of subcontractors that will be used
to carry out this activity.
N/A
I Tab No.2
2008/2009 FEDERAL GRANT APPliCATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Carina Neiahbors - Home Reoair
Organization/Dept.:
Lutheran Social Services
Project Description:
The program offers minor home repairs to seniors and people with disabilities who are low or very
low income households who reside in Chula Vista.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$0 $20,000
Specific use of funds:
Proaram Exoenses and Personnel Costs
HUD Matrix Code: Citation:
05 - Public Services (Generall 570.20Hel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Help the Homeless : No . Help Disabled Persons : Yes
Performance Measurement:
Objective: Suitable living Environment Outcome: Sustainabiiity/ Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
50 -
Exempt I # of Units - Type of Units) Low Moderate Income Clientele
"(
+:. CDBG supprementarApplication
Agency Information.
Agency Name: Lutheran Social Services of Southern
California
Applicant Name and Address:
Lutheran Social Services of Southern California
2560 N. Santiago Blvd.
Orange, CA 92867-1862
Agency Director:
Bob Warren, CEO
Name and Title
(714) 685-1800
(Area Code) Telephone
(714) 279-8216
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utilize COBG funds for the purposes stated within
the applicable rejZti ns. NATURES MUST BE IN BLUE INK) ~
Signature of A;nc;;'oard SecretarylDate Si9~~ ~
Gordon Peterson I ? cl II Loyal H. Sharp , 1"l/e. 2
Printed Name of Agency Board Secretary Printed Name of Agency CFO I .
~ Attach a copy of the board resolution submittal of this application to be considered
for COBG funds be submitted after
Program Information
1. Program Name Carin Nei hbors
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Emilita Gardiola (619) 476-7055
Name (Area Code) Telephone
E-mail address if available)
2. Program is New for our agency D An Ongoing Program x
3. Brief Description of Program (COBG Eligible Activities are available at S570.200, S570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
~ ....--. . _'.--"-~-Y". i'
;/l:i4iy.;~ ,\l' 'r/I .J\...JlY'//';IC
l'-I , iJc ! 1'-.
"") ~,...
Part II - Application Part II
Page 3 of 29
Caring Neighbors offers minor home repairs and transportation services to seniors and people with
disabilities who are low or very low income and who live in Chula Vista.
4. Where are services provided? (If different from agency location)
Services are delivered in the homes of applicants. The program coordinator for Caring
Neighbors is housed in the offices for services to seniors and people with disabilities who live in
Chula Vista. The address is 270 "F" Street, Chula Vista, CA 91910
5. Please describe your agencies written policies and procedures including how clients are
served, CDSG eligibility requirements, compliance with Federal, State, and Local laws?
LSS/SC is a 501 (c)(3) organization and meets all state, federal and local guidelines for all the
programs it offers. Programs are offered in nine offices in southern California, all the way from
Thousand Oaks to San Diego. The director of each area is charged with overseeing the program in
their area and monitoring compliance with the laws. An annual audit of the agency is conducted as
required. Lutheran Social Services of Southern California complies with all Federal, State and Local
laws.
Part II - Application Part II
Page 4 of 29
Part II - Application Part II
Page 5 of 29
I I
6. Total Program Cost:
Actual 2007- $ 45,200 Proposed 2008- I $ 37,500 I
2008: 2009:
Projected 2008- $ 40,000
2009:
Chula Vista Non Chula
Vista
7. Total Number of Clients proposed to be Served in 2008-2009: _ 50 repairs 0
50 trips
Total: 100
o
. Total Number of Clients Estimated to be Served in 2007-2008: _66 repairs 0
o transp.
Total Number of Clients Served in 2006-2007: Actual 109 repairs 0
277 trips
Total: 386
.Please note that Lutheran Social Services was not funded by the City of Chula Vista in 07108.
City fiscal year is July 1-June 30th.
8. Total City Funds Requested for this Program:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Chula City of City of Chula City of Chula Oty of CDBG
Vista HOME, Chula Vista Vista HOME, Vista CDBG Chula City of
ESG CDBG ESG Vista Chula
HOME, Vista
ESG
Fundinq $25,000 0
9. Funds Requested from Other Jurisdictions for this Proaram
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
Oceanside Application for COBG
- 518 000
Escondido Will apply for COBG
same as received
for 07/08
$15,000
Part II - Application Part II
Page 6 of 29
Part 11- Application Part II
Page 7 of 29
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exceed four (4) pages, excluding the performance schedule and budget.)
a. Need Document the need for the project/program. If the project has been funded before, what
have been the primary accomplishments?
Many low income people do not have the strength, the knowledge or the funds to repair such
things as broken faucets, electrical switches, fix broken railings, install grab bars, etc. They can be
left without safe homes. If these minor repairs are not made quickly, they can create dangerous
living conditions, leading to health problems or injuries. When health problems or injuries occur,
people may no longer be able to stay in their own homes and may have to move to a health care
facility or nursing home. Many of these people can continue to live in their own communities,
maintain the social ties and the best possible quality of life with the support of a "caring neighbor".
The primary accomplishments of this program were to assist people with minor home repairs,
allowing them to stay in their own homes rather than having to move to a more expensive
alternative, or being without a home. Transportation to doctors' appointments and other
assistance, such as help with filling out paperwork for health and other benefits, also assisted these
seniors and people with disabilities to stay in their homes.
b. Benefit Discuss how the project/program provides benefit to low-income persons.
How does the proposed project respond to the City of Chula Vista needs?
As mentioned above, the program is a resource for low income people to help them maintain a safe
and healthy environment, so they can remain in their own homes for a longer period of time. This
will enable them to maintain their independence and live in their own communities. They will be
able to maintain the health and social connections they have and not be forced to move to most
costly, less independent facilities, such as nursing homes.
c. Other Resources and Collaboration Identify other potential or actual sources of funds. What fund
raising has the organization done to support the propased project? What role do volunteers play
in this project? Has your organization developed this project in collaboration with other groups
offering services? What services offered by other community groups complement the proposed
project? Are the proposed activities duplicative of projects operated by other local public or non-
profit organizations?
Lutheran Social Services of Southern California provides funds to help support this program,
through general support from churches and donors throughout southern California. Volunteers are
recrnited to help with small home repairs and other tasks and services. The volunteers' skills are
matched to the needs and requests of those who need them. The program works very closely with
Chula Vista's other services for the elderly and people with disabilities, and shares office space with
the Senior Center. Lutheran Social Services of Southern California also operates an emergency
food program, "Project Hand", which is a referral source for the Caring Neighbors program. Some
people who are in need of minor home repairs are in need of emergency food or assistance from
time to time and can be referred to Project Hand. The coordinator of this program assesses the
other needs of the clients when she visits the home to respond to a need for a small home repair.
In addition to emergency food needs, the coordinator can also alert the senior center staff to other
problems which are discovered in the home. The individual then receives mOre than just the
requested home repair: a network of referral to other services for assistance.
Part 11- Application Part II
Page 8 of 29
Caring Neighbors also provides transportation services which are not provided by other agencies to
help with doctors' appoinunents, shopping and other necessary trips for which people lack other,
adequate transportation.
There is no other local public or non-profit organization which duplicates the services offered by
the Caring Neighbors Program.
d. Oraanizational CaDacitv Summarize the organization's background/programmatic capacity.
Does your organization or proposed service fill a unique niche among clients who are not currently
served, or are under-served? Attach a list of the Board of Directors.
LSS/SC has been developing and administering Caring Neighbors programs in many areas
throughout Southern California for the past two (2) decades. LSS has Caring Neighbors programs
in Escondido, Chula Vista, Ventura County.
Part II - Application Part II
Page 9 of 29
SCOPE OF SERVICES
11. Scope of Services
a. Prolect DescriDtion Describe the proposed service/activity/project to be carried out with the
funds requested. If the proposed project is ongoing, specify why the funds are needed to
serve low and moderate-income persons. Discuss the cost-per-beneficiary in relation to
private and other organizations delivering similar services. Please note what proportion of
the proposed budget will support direct services to homeless people. CDSG funds can only
be used for expenditures which directly benefit CDBG-eligible clients.
The project manager will respond to Inquiries for assistance with minor home repairs.
She will also recruit and maintain volunteers who can provide the labor for the home
repairs, without cost. Where parts are needed, the manager will complete the fiscal
process to obtain funding for those materials. The manager will visit the home needing
the repair and also discuss other services the client needs. such as completing forms to
obtain social or health services. The manager will maintain case files and make referrals
to needed resources.
Because Caring Neighbors Is housed in the senior center. the costs to deliver the service
are substantially reduced. Because LSS/SC is a large organization the general costs for
program oversight are shared with many other programs and thus lower than a private
agency would charge.
This program Is not targeted for homeless people, but for people who live In their own
homes and need some assistance In order to remain there.
b. Taraet GrOUD Quantify the number of low- and moderate-income persons/households to be
assisted per service/activity/project. The people served were from low and extremely low
households. and were seniors or people with disabilities.
Caring Neighbors made 109 minor home repairs to households In 2006-2007. Many more
were referred to other agencies who could provide emergency food and health services to
assist them to remain in their homes. There were 277 trips made to help people with access
to doctors, shopping and other necessary services.
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
Lutheran Social Services is well known in the San Diego area and has been offering various
services to low and very low Income people in the area for more than 40 years. The program
Is located in the senior center so the program coordinator Is able to speak directly with staff
from other social service agencies on a face to face basis. The coordinator also participates
In local health and social service fairs and speaks to other area organizations, including
local churches, about Caring Neighbors.
The LSS San Diego area office. which operates this program, also has a large Senior
Companion Program. and so can refer to that program or receive referral from that program
for Caring Neighbor services. In addition. the area office has now relocated to College
Lutheran Church will have the ability to Identify new clients In need through the area
churches. All the Lutheran churches In the San Diego area receive agency newsletters and
have had speakers from LSS/SC speak at their pastors' meetings.
Part 11 - Application Part II
Page 10 of 29
12. Performance Schedule
On a separate page, prepare a Work Plan for implementation/completion of the services and
activities identified in the Scope of Services. In addition, you will be required to indicate
performance measurements as they relate to the activities of your project. A suggested format is
included on the following page.
See attached Work Plan.
13. Project Budget
On a separate page, prepare a budget summarizing the use of proposed CDBG funding and all
other resources available for the project. A suggested budget summary worksheet is included in the
following pages. Please revise the form and annotate budget items as they relate to your project.
Part II - Application Part II
Scope
14. Work Plan
(Prepare a Work Plan for implementation/completion of the services and activities Identified in the Scope
of Services)
Work Plan (Identify activities and completion dates)
Assess the need for home repairs to the home of an
a Iicant
Identify a volunteer whose skills match the needed
re air.
Assess other needs of clients being served by
Caring Neighbors small home repair program and
refer to needed services
Assess need for transportation to needed services
such as doctors appointments, shopping, social
service agencies, etc.
Within 30 days of referral.
On oin
Within two weeks of
referral. On oin .
Within four weeks of the
home repair referral, or
sooner.
Ongoing. Respond to
client requesting services
within two days. Arrange
for transportation and
schedule tri s as needed.
Part II-Application Part II
Scope
15. Additional COSG Financial information:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no, proceed to question 10.8.) Yes x No 0
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMS Circular A-133?
Yes x No 0
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concerns, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes 0 No x
c. If the Agency was not required to have an audit per standards of OMS Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDSG grant
funds within the audit's scope? Yes 0 No 0 N/A x
S. If the organization has not had a financial audit, please explain the reason.
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes x No 0
D. Does the agency certify that no public funds will be used for lobbying? Yes x No 0
E. Has the agency previously administered CDSG funds?: Yes x No 0
If yes, please describe the agency's experience with CDSG funds:
Lutheran Social Services has successfully administered many COSO funded
programs in the life time of the agency. LSS operated CDSO funded programs in
Escondido this past year (Caring Neighbors) and the year before operated COSO
programs in Oceanside, Santee and Chula Vista, to name a few.
Part II - Application Part II
16. National Objectives for the COBG Program: Programs must meet National Objective 9570.20 #1
for the CDBG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
~ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
x
2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
x 51 % Low-/Moderate-income per Official HUD Income Guidelines (Appendix A).
~ Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons 100 0
served?
_ (b) Presumed Benefit: The facility will exclusively serve (check one):
elderly persons (over age 62) battered spouses
illiterate adults (not ESL) _ persons living with AIDS
homeless persons migrant farm workers
abused & neglected children _ severely disabled adults
See Appendix E for the definition
_ (c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (I.e., food
banks, clothing banks, facilities serving residents of public housing)
Part II - Application Part II
Scope
CDBG Performance Measurements
.. ........................... .... ",--,-,- ........,....... _._ _.....".......,.._...,...... _0._._ _..__....,......,._.. ..
"" >; .".. ~" j
17. Measuring an Objective and Outcome of Public Service Activities for the CDBG
Program: In addition to meeting a CDSG National Objective and eligible activity test for
the CDBG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUD's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more information htto ://www.hud.qov!offices/cod/about/oerformance/traininq!ch08. odf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
x 1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. _x _Sustainability- Public Service activity aimed at improving
communities or neighborhoods
2. Decent Housing: Public service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _Affordability- Public Service activities funded to make housing
affordable.
. _Sustainability- Public Service activities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. _Affordability- Public Service activities funded to support
economic opportunities.
. _Sustainability- Public Service activities funded to sustain
economic opportunities.
Part II - Application Part II
PERFORMANCE MEASUREMENTS
(Usf major activities, the direct product/service numbers for each activity and the direct outcome/benefit
of the activity.)
ACTIVITY INDICATOR OUTCOME
(Whal Ihe program does 10 fulfill ils mission) (The direct products of program (Bene,"s thai resu" from the program)
oCllv"les)
Service #s
Make Minor home repairs 50 households will have home 50 households will be able to
repairs made remain safely in their homes
Transportation to necessary At least 50 households will be At least 50 households will
health and social services transported to health care remain healthy and will be
and social service able to obtain food and other
appointments necessary Items to be able to
remain at home
Part II - Application Part II
," "~,."" .:' :":-":"j"<'-""::?i:,:"'-',"",':':'/;::::t.:';,"'\',?7;;:":''i';;;''':,"",C'--'''':,q:;;,..,: ';f?:"~~":;~,r~:~'",",c7:'F'''t-o 'E',''!':,(:::f:
CDSG Scop' eofWork "'Activities
c. . ,c,_;, .:' ",''';''..." .:.,...._ .~._ _ .. "". ...",', .c' ";,,...: ,'__ "',;"'" .;" .~' ," "'''''~',.."..,.,., ,"';:'~'" '.' ',_,_'", .'. . ... _ ",.-,-,.._.~.". "";". .';;~"_,.,, ;,_ ,
18. Process Evaluation: Describe how the program will collect data and maintain records to track program
activities. Example: Documentation of program participation via sign in sheets, meeting minutes describing actions
taken, agendas, and files for news letters naming the City of Chula Vista and HUD as the funding source.
1. Intake form completed and filed for each client with documentation of residence,
income and need.
2. Documentation of request and date of request, volunteer assigned and date of
completion of repair.
3. Quarterly service reports document services.
4. Invoices for cost of repairs.
19. Outcome Evaluation (List Three Outcomes): Describe how each activities will be measured to determine if
progress has been made to become self sufficient. Example: Interviews, work out plans, pre-and post- surveys.
1. Documentation of minor home repair completed, such as work sheet completed by
volunteer and signed off by client.
2. Documentation in client file by coordinator of follow up contacts with clients to see if
repair is satisfactory.
3. Transportation record maintained of trips completed, with client name and address,
destination of trip, activity completed and outcome of trip.
20. Key Staff Persons: Please describe the qualifications of key staff that will have direct contact with clients
receiving services.
Emilita Gardiola, Program Coordinator, has a B.A. and has worked for LSS/SC for several
years in this position.
21. Subcontractors (if any): Please list the names of subcontractors that will be used to carry out this activity.
None
Part II - Application Part II
Scope
CDB{;DetaifedBudget . Lil'leltelTI);){p'e~~~~~ (if Subcontractors are
used please use additional line item budgets).
Program Expenses
1. Rent/Phone/Utilities 3,000 1,500 4,500
4,000 2,000 6,000
3. Indirect Costs OMB A-122 2,260 1,130 3,390
4. Volunteer Reco nition 200 100 300
5. Staff Milea e 300 150 450
6. Office Su lies 264 132 660
7.
8.
Personnel Costs
9. Salaries-Requel P. Pantry
M r. .67 FTE 12,480 6,240 18,720
10. Benefits (describe)P/R
taxes 2,496 1,248 3,744
Total Costs $ 25,000 $ 12,500 $ 37,500
Part II - Application Part II
I Tab No.3
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
COBG
Project Title:
Interfaith Shelter Network
Organization/Dept .:
Ecumenical Councl of San Oieao
Project Description:
Provide rotational winter night time shelter at nine congregations in the South Bay for approximately
18 weeks. Services include meals, overnight supervision, showers.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$10,350 $10,350
Specific use of funds:
Proaram Expenses and Personnel Costs
HUD Matrix Code: Citation:
05 - Public Services (Generall 570.20He)
Is the purpose ot the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Help the Homeless : Yes . Help Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: COBG National Objective:
40-
Exempt I # of Units - Type of Units! Low Moderate Income Clientele
ts
Agency Name: Ecumenical Council of San Diego
Coun !!nterfaith Shelter Network
Applicant Name and Address:
1880 Third Ave. #12
Agency Director:
Rosemary Johnston
Name and Title
Intertaith Shelter Network
San Diego, Ca. 92101
Interfaith Shelter Network Program
Director
(Area Code) Telephone
(619)702-5399
E-mail address (if (Area Code) Fax Number
applicabie)rjohnston@nterfaithshelter.org (619)238-1526
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are e' . e and able to utilize CDBG funds for the purposes stated within
the app , . ,e regul . 5. (S TURES MUST BE IN BL INK)
"1,
Signature of
Rosemary Jo ston
Printed Name of Agency Director
Attar:h i: copy of the board resolution authorizing submittal of this application to be considered
for COBG funds be submitted after a Iication deadline).
-o~
I
1. Program ["a.Tee Interfaith Shelter Network Rotational Shelter/South Ba branch
Contact F"ar:;;:m i~!"2J1abie to answer questions July 1, 2008 - June 30,2009)
Joe ;~~:\'!r-:::k::;;
-- ----.-._-_. ----..
Name
(619)702-5399
(Area Code) Telephone
ioe(tJ.; 1 n t~~{ 8. .!.E.~'~sJ; e!'ter, erg
E-rr:gi; ;~dljre~;;,j (ii_8.\!S1ilable)
2. Program;5
3.
New for our agency U
_ (619)238-1526
Area Code) Fax Number
An Ongoing Program xO
Brief De!\~"'ifl!i"n of Program (CDBG Elijgibie Activities are available at ~570.200, ~570.201,
570.202, 570.;W4 .and jneligible Actuvities are included in 24 CFR Part 570.207).
Part II - Application Part II
We provide r,;tational winter nighttime shelter at nine congregations in South Bay for a total of 18
weeks betNeen November and April. 30-50 guests, homeless individuals and families, are screened
and mm,!trm,d by Lutheran Social Services/Project Hand. They can stay in the program for up to
eight weeks; they move every tNO weeks to another participating host congregation. Each
congregation C.H1 accommodate ten -20 homeless shelter guests. Congregations provide meals,
overnight supervision, showers, and other services and resources, depending on capacity. Shelter
guests receive transportation assistance, case management, and budgeting and career planning
training.
4. Where arr, S'2i'\'icf';; ~mJvided? (If different from agency location)
Case manag9;y'~c;t HSnliGas(,':creelling, r,afp'ri"at znd monitoring of shelter guests) are provided at LSS Project
Hand, 580 HiIl'o~ ,:r,. Chu!a Vista. 9'910. Shelter is provided at imperial Beach United Methodist, First
United Meichuoh't of Chuia Vista, Chula Vi.sta Presbyterian, St. Charles Catholic in Imperial Beach(two
additional """.f(S ~r? coordinated by Sacred Catholic of Coronado), Community of Christ in Chula Vista(St.
Pius X of C(,ula Vista and St. Rose Catholic of Chula Vista each take two weeks at C of C's facilities), and
Nestor United niiathodist. The number of host congregations can vary from year to year as well as the dates
when sheltllT wil! Oil provided at their facilities. Career planning and budgeting workshops are conducted
at the cOfl:~~r~t~L2.tjo~?1 host's facilities.
5. PC.<'2.s' (bscribe your agencjes written policies and procedures including how clients are
served, CDSO e!igibi~ity requirements, compliance with Federal, State, and Local laws? All shelter
guests an" p1'~.;;(;reened and case managed by Lutheran Social Services Project Hand. We serve
home!e!;" L'Cii ,if-kals and families who are willing and capable of moving toward self-sufficiency
during their r":Jl{jmum eight week stay in our program. Throllgh initial intake screening interviews,
Project Hand staft determine the guests' homeless status, income, cause of homeless ness, last
known ad::!'s5'~, v'lterans status, age, gender, and any significant medical or mental illness as well as
disabmty. Th':ugh waek!y meetings and site visits to participating congregations as well as daily
phone ".;"":')T,'> ,~; "!'~')',is f.'om c"n'jwo;;,tional coordinators, case managers are able to assess each
shelt€': t". (.,;;. ;'J'~Gl'f';:3 ;n'heir C3l;!' pl<1\1 and issue a new voucher weekly for another week of
shelt",-. Tcc,'".< ViM,' fell' t:J ahjde by pr'Jpam guidelines are asked to leave the program. Because the
ISN R,);""tc.",.', G'.",.i:'~, 1"'!}(;n!v6:; SBDG fLoI1ding from other municipalities in the San Diego region, we
strive to ~. '." iT"""""!l!j"m~e with ,,11 'l\deml, state, and local iaws.
Part II - Application Part II
Page 2 of 29
----- --- ------.---.----------.----
L_______._
Part 11- Application Part II
Page 3 of 29
6. Total Prcgram Co~t:
,tJ.ctuai 2'2Ci7-2008 i $148,823(eno I
.1. of Oct. 200i) I
Projected 2008- I $175,300 I'
200S:
Proposed 2008- 1$176,300
2009: .
Chula Vista
7. Total Numbu of Clients proposed to be Served in 2008-2009: 40
Tota! !\,iW.liJ$~ ilf ellert, Estimatecl to be Served In 2007-2008: 35
To';;;; Number of Clients Served ill 2006-2007: Actual 20
Non Chula
Vista
---L-
----L
o
City fiscal \/."H is .July 1.June 30'h.
BeneflcklTV ~ti'k~rmation:
_~_~L~_
Cos, ($) P';:;' CDBG beneficiary (CDBG Request/CDBG
. . .
t.:,2:-i':7Ti(.,;OI"\8S1
,---.---...---... .-.----.-----.
I 8. To~L~;irl.f_lmds Requested for this Proaram:
'Ci~. ;l>,wi:,rded 20l)6-1lJ07 ! Awarded 2007-2008 '
Requested 200S-
2009
City of
Chula
Vista
HOME,
ESG
CDBG
Oty of
Chula
Vista
-----..- ',";:;y--;i'Chula ! . City of I City of Chula T City of Chula
. '!ista HOME_ i Chula Vista i Vista HOME, I Vista CDBG
L ESG I CDBG I ESG I
i . .
-.- ..----.--.----. ..-.-.--.t----..--l :
I F;..~.j :!.~.._______ __ .._.l._.. ._....___ i $10,350 I :
19.
I
fund.':: RC'{a!
,'st~'d 'imm OU\'U Jl.luisdictions for this Proaram
'----'----.
i Awarded 1007- Type of Funds Requested 200S-
2003 , 2009
I
$.55,050 ! ceOG $55,050
..~Ec I I
i
---_. -------- -- .-.----.. I
i $28,396 i ESG $2S,396
1;1 !
-.--.--- ..---... --..- . --. i
. !
$SArn City of San Marcos
,
; i
-.-----
C~t'f"" (;{stmtV
f2..if~:~,l
cont~'H':t( :r:::-f.7k)::~' fY~:l
___ ... .L ~.___ _.__
COt.iW~k..:"
HCO I E::,"3{ r<~ig"<.~n'~:
e
1 C~tv 'of' :;a:n
I M~-."-I.,.~","e'r'.
P':'i-".i';:' I''''..W_;_j ;-
~~;":\j~..~:~~~--
Part II - Application Part II
Page 4 of 29
rcity;(;,~. . - --~~;rt .
COw,-~,~,,; -:~'_'!i~L__~_
l~ ,.', -'.'i
Oc:".""';'d.,.".",,),,.th :.
emf';',: r.:~"'h;:l :
___Pi:?:~::;.~~______~
$3/00~
CBDG
I
$3/,,Ul.i
Mortg.age Bond Rellenue
Funds
Part II - Application Part II
Page 5 of 29
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exceed four (4) pages, excluding the performance schedule and budget.)
a. Need Document the need for the project/program. [f the project has been funded before. what
have been the primary accomplishments? According to the Regional Task Force on the
Homeless, there are approximately 330 homeless individuals in the city of Chula Vista and
116 in National City with one reported in Imperial Beach or Coronado. The Interfaith Shelter
Network is the only emergency winter shelter program in the South Bay area. Homeless
individuals face incredible challenges attempting to locate employment and housing if
they have no shelter. The Rotational Shelter Program operated by the Interfaith Shelter
Network in South Bay and six other areas of the San Diego region provides shelter, meals, a
safe place to sleep, showers. transportation, case management. career planning, and
budgeting assistance to those whom it shelters at local congregations. The program is most
effective with the sltuatlonally homeless, those who do not have serious mental health or
substance abuse issues and are willing and able to move toward self-sufficiency during
their maximum eight week stay in our program.
b. Benefit Discuss how the project/program provides benefit to [ow-income persons.
How does the proposed project respond to the City of Chula Vista needs?AII of our shelter
guests have exfremely low or no income. They clearly fall within the requirements of CBDG funding
regulations. More than half of the adults sheltered at Network congregations leave with a Job or Income to
which they are entitled, a clear benefit to those on the lowest rung of the economic ladder. Shelter guests
can count on a safe place to sleep, access to showers and meals as well as guidance which helps them
achieve self-sufficiency and respond to opportunities for more long term housing and employment or
other Income that will enable them to obtain housing.
c. Other Resources and Collaboration Identify other potential or actual sources of funds. What fund
raising has the organization done to support the proposed project? What role do volunteers play
in this project? Has your organization developed this project in col[aboration with other groups
offering services? What services offered by other community groups complement the proposed
project? Are the proposed activities duplicative of projects operated by other loca[ pUblic or non-
profit organizations? The Network raises more than $70,000 annually in grants and other donations
in addition to CBDG funding from San Marcos, La Mesa, and Oceanside as well as the CBDG
funding from the county of San Diego HHSA and ESG funding from the county of San Diego HCD.
Regionwide, there are nine other case management agencies that screen and monitor shelter
guests In our other six branches and 51 congregations that provide shelter at their facilities plus an
additional 60 congregations that provide support at the shelter sites. There is no other program like
the ISN Rotational Shelter. The Network also worked with the Alliance for Regional Solutions, a North
County collaborative of homeless service providers, to increase the number of beds available in
that area during the winter months. It succeeded in obtaining significant funding from North county
municipalities as well as the United Way.
d. Oraanizational Cacacltv Summarize the organization's background/programmatic capacity.
Does your organization or proposed service fill a unique niche among clients who are not currently
served. or are under-served? Attach a list of the Board of Directors. The Network Is now in its 22nd
year of providing shelter through the Rotational Shelter Program. In the past 21 years, we have
sheltered more than 7,000 homeless individuals, the majority of whom have left our program for
more permanent housing; the majority of adults have left with a job or income to which they are
entitled. More than 4,000 undupllcated volunteers participate annually, and more than 20,000
donated meals are served to shelter guests. The Network has also operated a transitional housing
program for homeless battered women and children at a 45 bed, 11 unit apartment complex for 11
Part II - Application Part II
years. Largely HUD funded. it has served more than 140 families. almost all of whom left for
permanent housing and benefited from increased education and income. The Network's
Rotational Shelter has been funded by the city of San Diego and the county of San Diego almost
from its inception and has been in compliance with all contract requirements. It is also part of the
annual audit prepared by Sonneberg CPA. using GAPP standards and has never had a negative
finding.
Part II - Application Part II
Page 2 of 29
SCOPE OF SERVICES
11. Scope of Services
a. Project DescriDtion Describe the proposed service/activity/project to be carried out with the
funds requested. If the proposed project is ongoing, specify why the funds are needed to
serve low and moderate-income persons. Discuss the cost-per-beneficiary in relation to
private and other organizations delivering similar services. Please note what proportion of
the proposed budget will support direct services to homeless people. CDBG funds can only
be used for expenditures which directly benefit CDBG-eligible clients. $2,900 for essential
services and $6,578 in operational costs will be utilized to provide case management,
transportation, and the development of a rotational shelter program at nine or more South
Bay congregations during the winter months serving 35.50 homeless individuals. $2,900
includes $1,400 In transportation and $1,500 in case management costs for direct services.
Because all of the shelter space and staff are donated at the congregational sites, we have
a very low cost per beneficiary ratio. We are able to leverage 900 unduplicated volunteers
who provide an average five hours per person at $10 per hour or $45,000 in in-kind volunteer
hours. And we provide 4,536 meals valued at $3.33 each for an estimated $15,104 of in.kind
value. If we serve 35 homeless individuals, the cost per guest of CBDG funds will be $270 for a
maximum eight weeks of case managed shelter, not Including the $45,000 value of volunteer
hours or the $15,104 value of donated meals. 31'70 of the total 9,478 will go to support direct
services to homeless people. However, without the support of ISN staff, none of the shelter
sites could be provided with appropriate training, scheduling, and monitoring assistance that
support the congregational volunteers who provide the meals and ovemlght supervision.
b. Taraet GrouD Quantify the number of low- and moderate-income persons/households to be
assisted per service/activity/project. In the last ten years, the South Bay branch has served as
many as 59 and as few as 20 shelter guests during the winter season. How many we serve
depends on how many congregations provide shelter, how long shelter guests stay in the
program, and how successful case management agencies are in screening and referring
new guests to our program. Our guests may be single men or women, couples without
children, or parent(s) with children, all of whom are extremely low income.
c. Outreach Discuss outreach efforts for the proposed service/activity/project. The Network
produces a bimonthly newslelter mailed to 4,500 readers; Network staff participate in
leadership positions in the Regional Task Force on the Homeless, the Regional Continuum of
Care Council, Emergency Resource Group, the San Diego Housing Federation, Housing
California homeless policy commlltee, and the Metropolitan Area Providers of Social
Services. In addition, Network staff participate in the planning and secure donations of
materials for the annual Womens' Resource Fair as well as Project Homeless Connect. Lelters
and e-mails are sent to all local law enforcement and school districts prior to the opening of
the Rotational Shelter Program, Informing them of the appropriate case management
Part II - Application Part II
Page 3 of 29
agency where homeless individuals can be screened for our program. Network staff also
respond to speaking engagements and press interviews on a regular basis.
12. Performance Schedule
On a separate page, prepare a Work Plan for implementation/completion of the services and
activities identified in the Scope of Services. In addition, you will be required to indicate
performance measurements as they relate to the activities of your project. A suggested format is
included on the following page.
13. Project Budget
On a separate page, prepare a budget summarizing the use of proposed CDBG funding and all
other resources available for the project. A suggested budget summary worksheet is included in the
following pages. Please revise the form and annotate budget items as they relate to your project.
Part II - Application Port II
Scope
14. Work Plan
(Prepare a Work Plan for implemenfation/completion of the services and activities identified in the Scope
of Services)
Work Plan (Identify activities and completion dates)
iSN Rotational Shelter Annual Volunteer Orientation
ISN Rotational Shelter South Bay branch orientation
ISN Rotational Shelter South Bay branch wrap-up
ISN Annual Case management orientation; meetings with shelter
uests
ISN Annual Case management wrap-up
ISN Rotational Shelter South Bay branch opening/closing dates
ISN Rotational Shelter South Bay branch recruiting, scheduling,
training, monitoring of congregations, case management agencies,
and bud etin /career lannin worksho volunteers
Sept. 6, 2008
October 2008(date TBA-opening
dates var '
April 2009
October 2008; weekly while
shelters are 0 en
May 2009
November 2008/April 2009
ongoing
Part II - Application Part II
Scope
15. Additional COBG Financial information:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no, proceed to question 10.8.) Yes 0 No Ox
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMS Circular A-133?
Yes Ox No 0
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concerns, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes 0 No Ox
c. If the Agency was not required to have an audit per standards of OMS Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDSG grant
funds within the audit's scope? Yes 0 No 0 N/A Ox
S. If the organization has not had a financial audit, please explain the reason. N/A
C.
Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes 0 x
No 0
Yes 0 x No 0
Has the agency previously administered CDSG funds?: Yes Ox No 0
If yes, please describe the agency's experience with CDSG funds: We have received
CSDG funding from the city and county of San Diego, the city of La Mesa, and the city of San Marcos
in the past.
D.
Does the agency certify that no public funds will be used for lobbying?
E.
Part II - Application Part II
16. National Objectives for the COBG Program: Programs must meet National Objective 9570.20 #1
for the CDBG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
~ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
x 2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
51 % Low-/Moderate-income per Official HUD Income Guidelines (Appendix A).
~ Attach a copy of intake form used to verify client income and household size
What is the annuai percentage of low-/moderate-income persons 100 'A
served?
(b) Presumed Benefit: The facility will exc/usively serve (check one):
elderly persons (over age 62) battered spouses
illiterate adults (not ESL) persons living with AIDS
x homeless persons migrant farm workers
abused & neglected children severely disabled adults
See Appendix E for the definition
_ (c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (Le., food
banks, clothing banks, facilities serving residents of public housing)
Shelter guests will be housed at participating congregational facilities in South Bay for 18 or more weeks,
depending on how many congregations are able to provide shelter at their sites.
Part II - Application Part II
Scope
17. Measuring an Objective and Outcome of Public Service Activities for the CDBG
Program: In addition to meeting a CDSG National Objective and eligible activity test for
the CDSG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUD's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more information http://www. h ud. aov/offices/cpd/a bout/performance/trai n i na/ch08. pdf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
x 1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. _Sustainability- Public Service activity aimed at improving
communities or neighborhoods
2. Decent Housing: Public service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _Affordability- Public Service activities funded to make housing
affordable.
. _Sustainability- Public Service activities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. Affordability- Public Service activities funded to support
economic opportunities.
. _Sustainability- Public Service activities funded to sustain
economic opportunities.
Part il - Application Part II
PERFORMANCE MEASUREMENTS
(List major activities. the direct product/service numbers for each activity and the direct outcome/benefit
of the activity.)
ACTIVITY INDICATOR OUTCOME
(What the program does to fulfill its mission) (The direct products of program (Benefits that resutt from the program)
actlvllies)
Service #s
Provide shelter and other Provide three meals daily. 60% of guests obtained more
services to homeless individuals access to showers, case permanent housing; 40% of
and families in South Bay and six management, transportation adult guests obtained
other areas of the San Diego assistance, and safe and employment; 57%of adult
region during the winter months. clean sleeping guests obtained income from
accommodations to 35-50 employment or entitlements
homeless individuals In South for which they qualified.
Bav
Involve congregational Nine congregations provided 18 weeks of shelter were
volunteers in a short term, small shelter at their facilities; six provided for 20 homeless
scale shelter effort additional congregations guests Nov. 2006-April2007.
assisted at other facilities; Normally, we serve 35-59
more than 500 undupllcated guests during this period.
volunteers participated In the
South Bay branch between
Nov. 2006 and April 2007.
Involve local human services Two agencies in South Bay, Because of effective case
programs in the screening and South Bay Community management, the majority of
monitoring of shelter guests Services and Lutheran Social 20 guests succeeded in
Services Project Hand moving toward self-
screened and monitored sufficiency, exiting to more
shelter guests winter 2006- permanent housing and, for
spring 2007 adults, a job or Increased
income.
Part II - Application Part II
FROM Ecumenical Council of SD
FAX NO.
519 238 1525
Mar. 03 2008 03:38PM P5
SCOPE OF SERVICES
11. Scope 01 Se.....ices
o. Proiect OescrlDtlon Describe the proposed service/activity/project to be carried out with the
funds requested. If the proposed project is ongoing. specify why the funds are needed to
serve low and moderate-income persons. Discuss the cost-per-beneficiary in relation to
private and other organizations deiivering similar services. Please note what proportion of
the proposed budget will support direct services to homeless people. CDBG funds can only
be used for expenditures which directly benefit CDBG-eiigible clients. $2,900 for essential
se.....ices and $6.578 in operational costs will be utO/zed to provide case management.
transportaflon. and the development of a rotational shelter program at nine or more South
8C1Y congregCltions during the winter months serving 35.50 homellMs IndMduClls. $2,900
includes $1.400 in transportation and $1.500 in case mClnagemltnt costs lor direct services.
8ecause ClII of the sheiter space and staff are donated at the congregational sites. we have
a very low cost pel beneficiary ratio. We are able to leverClge 900 undupllcClted volunteers
who provide an C1Verage five hours per person 01 $10 per hour or $4S.000 In In.kind volunteer
hours. And we provide 4.536 meals valued at $3.33 each lor an estimated $15.104 of in-kh1d
value. If we serve 35 homeless Indlvlduals. Ihe cost per guest of CBOG funds will be $270 for a
maximum eight weeks 01 case managed shellet. nof including the $45.000 value of volunteer
hours or the $15.104 value 01 donated meals. 28% of the total $10,350 win go to support direct
servIces to homeless people. However. without the support of ISN staff. none of the sheiter
sites could be provided with appropriate training. SCheduling. and monitoring assistance that
support the congregaffonal volunteers who provide the meals and overnight supervision.
b. Taraet GrouD Quantify the number of low- and moderate-income persons/households 10 be
assisted per service/activity/project. In the last ten years. the South Bay branch has served as
many as 59 and as few as 20 shelter guests during the winter lelllon. How many we serve
depends on how many congregations provide Ihelter, how long shelter guesls stay in the
program, and how successful case management agencies are in screening and refening
new guests to our program. Our guests may be single men or women. couples without
children, or parent(s) with children. ClII of whom are extremely low income.
c. Outreach Discuss outreach efforts for the proposed service/activity/project. The Network
produces a bimonthly newsletter mailed to 4,500 readers; Network staff participate In
leadership positions In the Reglonallask Force on the Homeless, the Regional Continuum 01
Care Council. Emergency Resource Group, the San Diego Housing federation. Housing
Califomia homeless poUcy committee. and the Metropolitan Area Providers of Social
Services. In addition. Network Itaff participate In the planning and secure donations of
materials tal the annual Womens' Resource Fair llS well as Project Homeless Connect. Letters
and e-malls are sent fo all lac III law enlorcement and school districts prior to the opening of
the Rotational Shelter Program, informing them 01 the appropriate COle management
Part 11- Application Part II
Page 10 of 29
FROM Ecumenical Council of SD
FAX NO. 619 238 1526
Mar. 03 2008 03:37PM P5
permanent housing and benefited from increased education and income. The Network's
Rotational Shelter has been funded by the city of San Diego and the county of San Diego
almost from its inception and has been in compliance with all contract requirements. It is
also part of the annual audit prepared by Sonneberg CPA, using GAP I' standards and has
never had a negative finding.
SCOPE OF SERVICES
Section J: Scope of Services
o. Prolect DescriDtion Describe the proposed service/activity/project to be carried
out with the funds requested. If the proposed project is ongoing, specify why the
funds are needed to serve low and moderate-income persons. Discuss the cost-
per-beneficiary in relation to private and other organizations delivering similar
services. Please note what proportion of the proposed budget will support direct
services to homeless people. ESG funds can only be used lor expenditures which
directly benelit ESG-eligible and HUD eligible clients. $2,900 for essential services
and $6,578 in operational costs will be utilized to provide case management.
transportation, and the development of a rotational shelter program at nine or more
South Bay congregations during the winter months serving 35-50 homeless individuals.
$2,900 includes $1,400 in transportation and $1.500 in case management costs for
direct services. Because all of the shelter space and staff are donated at the
congregational sites, we have a very low cost per beneficiary ratio. We ere able to
leverage 900 unduplicated volunteers who provide an average five hours per person at
$10 per hour or $45.000 in in-kind volunteer hours. And we provide 4,536 meals valued
at $3.33 each for an estimated $15.104 of in-kind value. If we serve 35 homeless
individuals. the cost per guest of CSDG funds will be $270 for a maximum eight weeks
01 cose managed shelter, not including the $45.000 value of volunteer hours or the
$15,104 value of donated meals. 28% of the total $10,350 will go to support direct srvices
to homeless people. However. without the support of ISN staff, none of the shelter sites
could be provided with appropriate training. scheduling, and monitoring assistance that
support the congregational volunteers who provide the meals and overnight supervision
b. Taroe. Grouo Quantify the number of low- and moderate-income
persons/households to be assisted per service/activity/project. In the last ten
yeais, the South Bay branch has served as many as 59 and as few as 20 shelter guests
during the winter season. How many we serve depends on how many congregations
provide shelter. how long shelter guests stay in the program, and how successful Celse
management agencies are in screening and referring new guests to our program. Our
guests may be single men or women, couples without children. or parent(s) with
children. all of whom are extremely low income
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
The Network produces a bimonthly newsletter mailed to 4,500 readers: Network
6
FROM Ecumenical Council of SO
FAX NO.
619 238 1526
Mar. 03 2008 03:37PM P4
Section F -- Proiect Budaet Summary
Please provide the following summary information regarding the proposed project budget.
Category Total ESG Total Other Total Cost
Funding Funt;ling
Sources
Shelter Operations (list line items)
Example: Consumable Supplies/Food
Example: Food/Shelter/
Essential Services (Client Services) (List line items) $10,350 $10,350 !
Case management, transportation, staff salaries I
Example: Child Care. Transportation Tokens il
II
Homeless Prevention (List line Items) II
Other \1
TOTAL $10,350 $10.350 il
--- -
Section G - Matchina Funds
Emergency Shelter Grant Funds require a 100% malch of non-federal funds, in-kind services, or a
, combination of both. Please indicate how your agency will meet this requirement. We raise more than
$70,000 annually for the Rotational Shelter Program through grants and private dOnations from
congregations and individuals. We also document $280,000 in.kind value of donated volunteer hours
I and SSO,OOO in in-kind value of donated moals and other services proV'ided by participating
congregations regionwida.
..:::.:~---
Section H - Documentation of Homelessness
3
FROM Ecumenical Council o. SO
FAX NO.
519 238 1525
Mar. 03 2008 03:35PM P3
Section C -. Location of Beneficiaries
......~~;;r.J....~ ,_O;".l. . ,.'
Information Requested Total Number of Total Number of Low/Mod Ineame
(Indicate Upll for persons or lOW" for Persons or Pel'$ons or PQraOl1S or
Households Households to HQU\Mholds to be
households) estimated to My. be Served Served
been Served FY 2007.08 FY 2007-llB
FY 2006-ll7
City 01 Chula Vista Residents 20 35-50 35.
50 (extremely
I low income)
Ii Other
I TOTAL 20 35-50 35.50 I
Indicate the source of your information (census tract data, surveys, agency experience, other) Our guests
r: are homeless 60 it is difficult to determine their residency since they have no permanent address.
Case manager wlll ask all potential shelter guests their last permanent address,
I'
I! - .~.....
Section D - Funds Requested for FY 2007-08
,
Cost Item/Category Dollar Percent of
Amount Total Cost
Amount of ESG Funds being requested $10,350 100%
Amount of Funds From Other Sources (Provide detail in Section E)
Total Project Cost $10,350 100%
Section E .. Detail of Other FundinQ Sources for 2007-08
Please provide information below regarding the other lunding sources for the proposed prOject including
ESG funds from other jurisdictions. Please note if the olher funding sources have been secured by
contract or awarded by grant, or if a grant application has been submitted. Please be as specific as
possib1e.(Funds from San Marcos, oeeanside, and La Mesa will be limited to NC Inland, NC
Coastal, and East County branches of ISN Rotational Shelter Program respectively}.
Other Funding Source Amount of status of Funding
Funding
CAP contract, county of SD $55,050 secured
HHSA
ESG contract, county of SO $28,396 secured
HCO
City of La Mesa CaOG $3,000 secured
II City of Oceanside $3,500 secured Ii
il
" ~_~!'y_~~n Marcos CSDG $8,400 secu red I
I
i
!i City of EI Cajon CBOG $4,100 submitted I
2
FROM Ecumenical Councilor 50
FAX NO.
519 238 1525
Mar. 03 2008 03:35PM P2
......,..,,....... 'N ~:....,.r..iir..,..i.!ii'.. "-7"ij'<H'Z>.'
e, _ ., ~, .. .<:. -. .""--. (if Subcontractors are
._" .R......._._'-'-~ N'__" _;, _=- ,,,. . '':''. .. . ,
used please use additional line item budgets).
- -~-------------~-
HITFM CHULA VISTA OTHER - - OTHER .' 'TOTAL '.
CDBG LlslOltler LlslOltler " :
Program Expenses
1 . Case manaC\ement $1.500 $1.500
2~ T ransDortation $1.400 $1,400
2:._ I
,
,
4. :1
5.
I:
16.
,
7. I
8. II
Personnel Costs
,i 9. Salaries (Include title and I
$2,190 $2.190 I,
i name of staff person)
I Joe Zilvinskis, Rotational ,
I Shelter coordinator I
,
I Rosemary Johnston, ISN $2,217 $2,217 ,
I
Program Director
I Lori McBride. Volunteer I
ji Assistant $ 351 $351 I
,i 10. Benefits (describe) $1,770 (health Ins) $1,770 I
$922 ftaxes] $922 I
" I
I Total Costs $ 10.350 $ $ . $10.350
Port II - Application Port II
[ Tab No.4
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Thursday's Meal
Organization/Dept.:
South Bay Community Services
Project Description:
This program provides homeless and low income persons with hot and nourishing meals, to help
stretch their food resources.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$10,000 $10,000
Specific use of funds:
Proaram Expenses and Personnel Costs
HUD Matrix Code: Citation:
05 - Public Services (Generall 570.20He)
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Heln the Homeless : Yes . Help Disabled Persons : No
Pertormance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
300-
Exemnt (# of Unifs - Type of Units) Low Moderate Income Clientele
Agency Name:
Applicant Name and Address:
South Bay Community Services
1124 Bay Blvd., Suite D
Chula Vista, CA 91911-7155
'lJ
Agency Director:",' 5i
Kath n Lembo, Executive Di~~
Name and Title
'A,;.
~. CDBG sUpprementafAPpli~ation
'.' AgencyJflformation.
(619) 420-5094 ext. 145
(Area Code) Telephone
klembo@csbcs.org (619) 420-8722
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utilize CDBG funds for the purposes stated wi in
the a pJ1cable regulations..( IGNATURES MUST BE IN , '
. C . /djJ-.
(. . ~ ~
Ig tur f Agency Irec or/Date
/
Ka ry embo
Printed Name of Agency Board President ennted Name of Agency Director
~ Attach a copy of the board resolution authorizing submittal of this application to be considered
for CDBG funds (ll1ayb~~ubmitted a~er~RRI!9~ti(m deadlin~).
J.. ',:,."",,:.;:;. -:~t"','i,,::~"~ '\,_'i;"t:;~5L'" . ";-
. . Program InfQrtnatfon..- .
1. Program Name Thursda 's Meal
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Kathryn Lembo (619)420-5094 ext 145
Name (Area Code) Telephone
klembo@csbcs.org
E-mail address if available
2. Program is New for our agency 0 An Ongoing Program IZI
3. Brief Description of Program (CDBG Eligible Activities are available at ~570.200, ~570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
This program provides homeless and needy families with hot and nourishing meals. to help homeless
and/or low income families s!!:~tch their food resources. so they may concentrate more on developing
self-sufficient lifestyles without having to struggle so hard for their dally food.
Part II - Application Part II
Page 3 of 26
,,!i:~r,C;".D". ',B'G "5. "\ : ('.' ,
.It'~, . ,.u,pp.
J~{~ih~t;r:""",:,:,:,, ',:':>-: ,'~;;-,:-;-iiY'2--: 'y;:} :,';:,; ";'/'\
Agency Name:
Applicant Name and Address:
South Bay Community Services
1124 Bay Blvd., Suite 0
Chula Vista, CA 91911-7155
Agency Director:
Kathryn Lembo, Executive Director
Name and Title
(619) 420-5094 ext. 145
(Area Code) Telephone
klembo@csbCS.org (619) 420-8722
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utili<:e CDBG funds for the purposes stated within
the applicable regulations. (SIGNATURES MUST BE IN BLUE INK)
Signature of Agency Board President/Date
Maria Guasp
Printed Name of Agency Board President
~ Attach a of the board resolution
Signature of Agency Director/Date
Kathryn Lembo
Printed Name of Agency Director
submittal of this application to be considered
1. Program Name Thursda 's Meal
Contact Person (available to answer questions July 1,2008 - June 30, 2009)
Kathryn Lembo (619)420-5094 ext 145
Name (Are~ Code) Telephone
klembo~csbcs.org , (619)420-8722
"'-mail address (If ~vailable) (Area Code) Fax Number
2. Program is New for our agency 0 An Ongoing Program 1:8:1
3. Brief Description of Program (CDBG Eligible Activities are available at ~570.200. ~570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
This program provides homeless and needy families with hot and nourishing meals, to help homeless
and/or low income families stretch their food resources, so they may concentrate more on developing
self-sufficient lifestyles without having to struggle so hard for their daily food.
Part II - Application Part II
Page 3 of 26
4. Where are services provided? (If different from agency iocation)
Church of the Most Precious Blood at 1245 Fourth Avenue, the International Christian Center at 1236 Third Avenue, CV
Church of God at 456 Fifth Avenue, and at SBCS, 1124 Bay Blvd., Suite D.
5. Please describe your agencies written policies and procedures including how clients are
served, COSG eligibility requirements, compliance with Federal, State, and Local laws?
SSCS has extensive policies and procedures governing how clients are served, including sections in the
Employee Handbook that govern confidentiality, client relations, reporting of child abuse and threats of
violence, and protocols to use with children, as well as an extensive code of ethics. Our General Policies and
Procedures govern respect for elients, client grievances, zero tolerance for fraudulent conduct, training, home
visiting, maintenance of confidential files, and many other issues. SBCS complies with all Federal, State and
Local laws.
Staff determine if clients fall within income guidelines for provision of CDBG eligible services in this program
by self report, since they are coming to all sites simply for meais.
Port II - Application Part II
Page 4 of 26
r I
Ii- Total Program Cost;
A.Gtual 2007. $10,000 Proposed :!OO8. [$10,000 I
:W08: ;WOS:
- --
j:!rojeeted 200S- $10,000
200S:
- -.'" -.- -
Chula Vista Non Chula
Vista
7. Total Number of Clients proposed to be Served in 2008-2009: 300
Total Number of Clients Estimated to be Served in 2007-2008: 300
Total Number of Clients Served in 2006-2007: Actual 300
City fiscal year is July 1.June 301h.
Beneficiary Information:
$33 Cost ($) per CDBG beneficiary (CDBG Request/CDBG Beneficiaries)
8. Total Citv Funds ReQUe~t~df~~tl1is Proaram:
City Awarded 2006.2007 Awarded 2007-2008 Requested 2008-
2009
.. --......-.,.-
City of Chula City of City of c.;hu!a City of Chula City of CDBG
Vista HOM~, Chula Vista Vista HOM!;, Vista CDBG Chula City of
ESG CDElG J;:SG Vista Chula
HOME, Vista
ESG
.".,.
Fundina 10 000 10 000 10.000
- -- -
,--...- - -
9. Funds ReQuested from Other Jurisdictions for this Proaram
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
South Bay Ecumenical Fundraising $1,000
Council
-.."-
""~"'- --- --'---'
- _. - -- ....." -- .--." -
.-.,- ---. - --
'.-'.-.-
- . - -- -_.- -
- -'''. ..'~ '" .'
Part 11- Application Port II
Page 5 of 26
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exceed four (4) pages, excluding the performance schedule and budget.)
a. Need Document the need for the project/program. If the project has been funded before, whot
have been the primoFY CleCClmplishl'l'lents~
There ore many homeless and needy families in Chvla Vista and not enough food resovrces, Homeless ond low
income families need to svpplement their seorce r"sovrees. <;lnd often don't have the facilities to provide
balonced novrishing meals for their families. Need is demonstrated by the nvmbers of families that continue to
ap,::lear for the hot meals at 011 locoticlf1s. The program is also in contact with local homeless shelters and their
networks who also refer needy ft;lmilies for hot meells. Even though the families may be in shelter and receiving
ossistclflce, they ore oble tel save moneY by supplementing their fOOd resources at Thursday's Meal's 4 meal
siteS
b. Ilene!it Discuss how the project/program provides benefit to low-income persons.
How does the proposed project respond to the City of Chula Vista needs?
The program benefits Chula Visto fomilies by providing them resources to supplement their weekly
grocery budgets (if they have a home but are [ow income) or benefits homeless families by providing
them with a hot meal ot 4 different locations. This is especially important for homeless individuals and
families in the cold winter months, to help them cope with the cold.
c. Other Resources and Collaboration Identify other potential or actual sources of funds. What fund
raising has the organization done to support the proposed project? What role do volunteers ploy
in this project? Has your organization developed this project in collaboration with other groups
offerin(;l services? What services offered by other community groups complement the proposed
project? Are the proposed activities duplicative of projects operated by other local pubiic or non-
profit organizations?
This program is also supported by funding from the Ecumenical Council in the South Bay which also raises
up to $UlOO each yeor to SU!;ll'Jort this program. In addition, the 3 Church sites provide volunteers who
cook and provide food ot those sites and at SBCS' main site. There is no other large sustained feeding
program in the South BaY, thOUgh there are several small ones.
d. OrClonizational Capacity Summarize Ihe organization's background/programmatic capacity.
Does your organization or proposed service fill 0 unique niche among clients who are not currently
served, or are under-served? Attach a list of the Board of Directors.
South Bay Community Services (S6CS) is a 36 year old multi-service and community development
organization, a private, SOllC) (3) nonprofit orgonization whose mission is to provide children, youth, and
fomilies in the South Bay area with services which reinforce the family's role in our community and assist
individuols to ospire realistically to lives of self. fulfillment. This is addressed through the provision of
culturally competent bilingual (English/Spanish) services aimed at the following general purposes: To
provide counseling and education for children, youth, and families: To provide orea career opportunities,
eX!;llorotion, ond exposure: To provide outreach and education in the community; To provide community
development ond soeial service odivities: To provide programs for ehildren, youth, and families in high.
risk situations. S6C:S' style is eommitted to providing respectful services based on community strengths,
needs and goals. SBCS was created by dedicated, caring community members and continues to receive
guidance and direction from them. SBCS began as a treatment center for drug abusing teens and 19m
evolved and expanded in response to the growing needs of the community, and currently provides
services, support ond opportunities felr elVer 20,000 individuols and families each year, and impacts more
than 50,000. Youth as well as adult eClmmul'1ity members ore involved in the design, delivery and
evoluotion of t;lll SBc:S activities. S6CS is positioned to provide the organizational capacity to support the
Ecumenical Council in continving to provide hot meols to homeless and [ow income persons in the South
Bay.
Part II - Application Part II
Page 6 of 26
SCOP~ OF SERVices
11. S\ilope of Services
o. ~rqiec:t D.escriptlon Describe the proposed servk::e/octivlty/project to be carried out with the
funQs re(;luested. II the prOr:;losed prl:)jeet is ongoing, specily why the funds are needed to
serve low 01'10 moderote-income persons. Discuss the cost-per-beneficiary in relation to
privote and other organizotions delivering similar services. Please note what proportion of
the proposed budget will support direct services to homeless people. CDBG funds can only
be used for expenditures which directly benefit CDBG-eligible clients.
Thursday's Meol's gaol is to prepore and serve hot nourishing meals at 4 different sites on a weekly basis
lor needy and homeless families to alleviate hunger and provide proper nutrition for families who would
otherwise nol be able to obtain it. This is done at lour different sites (Church of the Most Precious Blood at
1245 Fourth Avenue, the International Christian Center at 1236 Third Avenue, CV Church of God at 456
Fifth Avenue, and at SBCS, 1124 Boy Blvd., Suite D.) At the 3 church sites cooking and feeding is done on
site by the host church. AI the SBCS site, the cooking is rotated among the various parishes or wards. The
food is then brought to sees. Providing food at the SBCS has increased access for homeless persons.
PeriOdically, in severe Gases some non-perishable foods are provided to those homeless or low
income persons who hove no cooking focillties. The community is very involved through volunteers and
the lact thol several Chun:;hes provioe supplies,
Thursday's meal is <:] voiunteer organi2:ation. Each participating congregotion has a coordinator
Ihat arranges for the cooking and the servers. We rent a small space in the rear of 0 Sir Speedy printing
shop where we hove q free2:er and have shelving to mointain a constant supply of foom plates, cups,
napkins, and cons/packels of lood items such os beef stew, chili&. beans, vegetables, and fruits. The
paper goods ore provided lor all Ihe sites Qut of CDSG funds. The food supplies ore available to all
congregations for all or port of their menus. We provide milk lor the children and usually some sort of fruit
juice with each meal. Approximalely 65% 01 the budget supports direct services to homeless persons. but
Ihat varies as the populolion is flexible. All are providing services to low Income persons. Cost per
beneficiory ratio is $33.
b. Taraet Group Quantify the number 01 low- and moderate-income persons/households to be
ossisted per service/activity/project.
These services will target 300 low and very low income persons in Chula Vista: adults and children,
many of them homeless.
c. Outreach Diseuss outreach efforts for the proposed service/activity/project.
SBCS stoff regularly attend Gommunity collaborative meetings in the South Bay and in other areas,
during which they share information e1bout our programs. We ensure that information is known to
Ihe County's information 211 Resource stoff.
12. Performance Schedule
On a sepamta page, prepare 0 Work PI<:ln for implementalion/completion of the services and
oc:;tivities identified in the Scope af Services. In additian, you will be required to indicate
perforffionee measuremenls as they relate 10 the activities of your project. A suggested format is
inclut:i'i>d e)n Ihe lollowing poge.
Part II - Application Part II
Page 7 of 26
13. Project B\Jdget
On 0 separate page, prepare 0 budget summarizing the use of proposed CDBG funding and all
other resources available for the projeet. A suggested budget summary worksheet is included in the
following pages. Please revise the form and annotate bUdget items os they relate to your project.
Port II - Application Port II
Scope
DDfB.i~I~EEi&;lli'lIIillfj:,iJiJfIliilll;~ (if Subcontractors are
;':t1)'^,l"""'~""'~'~""':.'..'''~';C,.:j':~''''''''"''':'C;;;iiA&.~'''''~",,,,,,,,,::::Itt~\i: '~~_~~lli'i<.'i:"f~~
used please use additional line item budgets).
___N~__~____~_________ ---------- --- - - -- - -- ~ ----
BUDGET ITEM CHULA VISTA OTHER OTHER TOTAL
CDBG List Other List Other
Program Expenses
1. Office Expen6es (Speee 250 250
Rental, Insurance, Utilities,
etc.) Rent at Sir Speedy
2. Equipment (Rental, Lease 1,750
or Purchase)
Supplies for flyers, Paper
goods 1,750
3. Other (Explain) ,,"ood 6,000 6,000
4.
5.
6.
7.
8. Other- Administration 1,000 1,000
Personnel Costs
9. Salaries Contract
Comoliance staff) 1,666 1,666
10. Benefits (describe) 334 334
Total Costs $ 10,000 $ 1,000 $ - 11,000
Part II - Application Part II
14. Work Plan
(Prepare a Work Plan for Implementation/completion of the services and activities Identified in the Scope
of Serviees]
Work Plan [Identify activities and completion dates)
Gather paper goods and foodstuffs and transport to food.
serving sites.
Weekly and/or monthly as need
dictates from July 1, 2008 to
June 30, 2009
Weekly and/or monthly as need
dictates from July 1,2008 to
June 30, 2009
Weekly and/or monthly as need
dictates from July 1,2008 to
June 30, 2009
Weekly at 3 different church
sites and at SBCS' main site
Provide funds for foodstuffs for different feeding sites for those
sites which are not providing their own foods
Inform community about program through Church bulletins and
word-of-mouth and flyers
Provide meals for 300 persons
-
Part II - Application Part II
Scope
15. Additional COBG Finane!..1 informl!tion:
A. Did the Agency expend more than $500,000 in federal funds within Its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no, proceed to question 10.B.) Yes 0 No 0
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and oonsistent with the standards of OMB Circular A-133?
Yes [2SJ No 0
b. Did the audit report cQRtain any findings regarding deficiencies or material weaknesses,
conCerns, complianclll findings, questioned eosts or recommendations for improvements in
the agencY's fin<lru:;ialllystems7 Yes 0 No ~
c. If the Agency was not required to have an audit per standards of OMB Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDSG grant
funds within the audit's scope'? Yes 0 No 0 N/A IZJ
B. If the organization has not had a financial audit, please explain the reason.
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal Injury and
property damage? Yes t:8J No 0
D. Does the agency certify that no public funds will be used for lobbying? Yes t:8J No 0
IE. Has the agency previously administered CDBG funds?: Yes IZJ No 0
If yes, please deseribe the ageflcy's experience with CDBG funds:
SBCS has successfully administered COSG funds for the Thursday's Meal for 10 years, Family
Violence Prevention program for the past 11 years, as well as ESG-CDBG funds for the past 2 years
and part of the current year, and 11 years of Youth Prevention Services. SBCS has also administered
other Public Services funding for a successful Graffiti Eradication program before the City took it over,
and a Teen Center until it was included in the Youth Prevention program.
. Port II... Application Part il
~ro~Mlm !amrrn~fl~6R,:~
16. National Objectives for the CDBG Program: Programs must meet National Objective $570.20 #1
for the CDSG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
1. Area Benefit: The project must serve either an area which is primarily residential and
j:)redominantly low./moderate.income as determined by Census Tract
and 810ck Group data. Contact the City for this information.
[iJ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
xx 2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
51% Low./Maderate.income per Official HUD Income Guidelines (Appendix A).
~ Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low./moderate-income persons 0;.
served?
_ (b) "'resumed Banefit: The facility wili exclusively serve (check one):
elderly f;leI'\iOn$ (over age 52) battered spouses
- illiterate adults (not eSL) - parsons living with AIDS
- homeleas persons ~ migrant farm workers
- abused & nfil91ected children - severely disabled adults
- S€l9 ApPfilndix e for the definition
XX (c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-Incame persons (i.e., food
banks, clothing banks, facilities serving residents of public housing)
Part II - Application Port II
Scope
'C"-'B'6' ,"n": Ji:;: ,',,"k.l ".::':';:4':(:::'M1".e'."<t"",
. . Li ';rel,t('!'lrt;nan...e:" ::l
','"C::.:.;;: ::::.~.:;';;;;:;'c,';''i;>A~;:!'::^,,,J,:'i''-.;;~N;:.H!'i;t,,,j:_";:!-"'i,.,:.".',::":0iY,,;,;<~~':~'~,,,
17. Measuring an Objective and Outcome of Public Service Activities for the COBG
Program: In addition to meeting a CDBG National Objective and eligible activity test for
the COBG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUD's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more information http://www . h ud. cov/offlces/cod/ about/performance/tra i nina/ ch08. odf
OUTCOMeS and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordabiilty or Sustainabllity):
xx
1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability. Public Service activities funded to support
housing Ollportunities in Oil target neighborhood.
. _XX_Sustainabllity. Public Service activity aimed at improving
communities Qr nelighborhoods
2. Decent Housing: Flublic service activities to increase access to housing.
Example: Fair Housing Counseling Flrogram
. _Affordabllity. Public Service activities funded to make housing
affordable.
. _Sustainabillty- Public Service activities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. _Affordabillty- Public Service activities funded to support
economic opportl.lnities.
. _Sustainabillty- Flubllc Service activities funded to sustain
economic opportunitiils.
Part II - Application Port II
PERFORMANCE MEASUREMENTS
(List major activities, the direct product/service numbers for each activity and the direct outcome/benefit
of the Cilcllvity.)
ACTIVITY INDICATOR OUTCOME
(What the program doe, to tulfilllt, mission) (The direct products of program (Benefits that result from the program)
acllvilles)
Service Is
Example: Example: Example:
Provide nutritious. home Deliver nutritious, "hot" meals Improved access to
delivered meals to homebound to at least 88 homebound nutritional, well-balanced
seniors in Davis seniors in Davis meals for program
participants
Improved quality of life for
nronram oarticioants
Example: Example: Example:
Pediatric health care for "sick," Provide pediatric health care Improved access to
low/moderate income children 10 at least 97 "sick," health care for program
in Davis without any form of low/moderate income participants
health coverage children in Davis without any
form of health caverage Improved quality of life for
r"lronram narticinants
ACTIVITY INDICATOR OUTCOME
(What the program does to fulfill its (The direct products of program activities) (Benefits that result from the program)
mission) Service :lis
Provide hot meals at 3 local Provide hot meals to at least Improved access to hot well-
churches and 1 social service 300 low or very low income balanced meals for program
site person and homeless persons participants
with families
Part II - Application Part II
;':"lI";t. ,%"<j:.';."'t~,'c..'~.C""""''''~'~'"';",""",,:;;,-,,,~,,, 'f.."~." >-"~~.~ #"IJ"]'-l'_~'. .>>,,;., "'~'~II";~'m~"1E :.-~~ ;'iJ:'
,...nD'nr'C~""""'~'~'o''''''''n' .~,.,.,1!iO 'Q!~ - .,""~"
~,:~~g:?:;~,~ ,.- . " "r "II~J; ,'. ,.: '-'I.N'" ""..... L -
,. '. J:..... ..;>.JtQP.,~L,~"" .:Sf",",'I!C"",",."
18. Process Evaluation: Oescribe how the program will collect data and meintain rllcords to track llre;raffl
activities. EXilmple: Oecumentation of progremllarticlpath:ln via sign in sheets, meeting minutll& d!lleribinllllctions
taken, agendas, and lillls for news letters naming tnll City of ehula Vista and HUe liS the funding source.
1. Attendllm:e lists for groul'lletivitlJls (e.\l" Sign-in lists)
2. ~ist of non'!ilerisi'1able f!'lod handlld out te llartiei~anl:l
3.
19. Outcome l!;valuaticln (List ThrfUI Outeo,"es): Oesoribe how each activities will be n'lf:lasured to determine if
progress has been rT1l:ldl!! to become self sufficient. F::xllmple: Interviews, work eut plans, pre.end post. surv!lYs.
1. Because of the nature of this program, outcomes cannot be measured as for other programs. People are
anonymous, though they sign in with first names, and the sign.in sheets lire kept at the eoordlnator's sitlil. For
some of the participants this is a one-tim!l activity, so any long term gathering of information is impossible.
Periodically surveys are administered to determine if the hot-meal program is filling the participants needs and
requests made far improvements.
2. Success is measured by the ability to feed the families that request f(lod.
3. The program eiso tracks non.perishable foods handed out to program POlrticipants..
20. Key Staff Persons: Please describe the qualifications of key staff that will have direct contact with clillnts
receiving services.
Persons cooking and serving the hot meals are volunteers from the participant churches. At the sacs site, the
cooking is rotated among the various parishes or wards. The food is then browght to sacs.
21. Subcontractors (if <lAY): Please list the names of subcontractors that will be used tQ carry Oyt this activity.
They utilize ours for this
rant
. --'.'.-.- .-- "._~ ---..
--"- -- -
.... ..-
P~!ft II - Apl"llieation Part II
Scope
I Tab No.5
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Community Access ProQram
Organization/Dept .:
Charles I. Cheneweth Foundation
Project Description:
The program is a recreational program designed for individuals challenged by severe and
profound disabilities.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$11,000 $11,000
Specific use of funds:
Transportation and Personnel Cost
HUD Matrix Code: Citation:
058 - Handicapped Services 570.20Hel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Help the Homeless : No . Help Disabled Persons : Yes
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: COBG National Objective:
70 -
Exempt r # of Units - Type of Units) Low Moderate Income Clientele
')
-~;~- cQ~gSygplementat Apt)licatiQU
._._u.... __~'__'_'_'_'___."_______ .__._.__
I Agency Information
I Agency Name: Charles I Cheneweth Foundation for
i the Develo mentall Disabled
I Applicant Name and Address:
; Lisa M. Kramer
I
i
I
Agency Director:
PO Box 90
Lisa M. Kramer, Executive Director
Name and Title
National City, CA 91950
(619) 267-7054
(Area Code) Telephone
Ikramer@lcheneweth-foundation.org (619) 267-0892
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and a endixes and are eligible and able to utilize CDBG funds for the purposes stated within
th Iicable re tions. (SIGNATURES MUST BE IN BLU~I ) . ) ....
~ .~;Z--1 /#,W
Slg~ature of f'lJency Board President/Date .ignature of Agency Director/Date <p
~,' c... U '2" Pille -t\,., Lisa M Kramer
Printed Name of Agency Board President Printed Name of Agency Director
~ Attach a copy of the board resolution authonzing submittal of this application to be considered
for CDBG funds (may be submitted after application deadline)
Program Information
; 1. Program Name Community Access Program
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Lisa Kramer (619) 267-7054
Name (Area Code) Telephone
Ikramer@cheneweth-foundationorg (619) 267-0892
E.mail address (if available) (Area Code) Fax Number
2. Program is New for our agency 0 An Ongoing Program ~
3. Brief Description of Program (CDBG Eligible Activities are available at !i570.200, !i570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
The Community Access Program (or "CAP) is a recreational program designed for individuals challenged by
severe and profound disabilities. CAP not only offers event planning and coordination, but the extensive
care and transportation services required by these individuals in order to venture out into their community.
4. Where are services provided? (If different from agency location)
Program participants are picked up from their homes by Foundation-owned accessible vehicles and taken to
a variety of locations for activities located throughout San Diego County. The Community Access Program
regularly coordinates with Chula Vista Park and Recreation Department to bring participants to and provide
companionship for Chula Vista Park and Recreation's therapeutic and accessible activities.
5. Please describe your agencies written policies and procedures including how clients are
served, COBG eligibility requirements, compliance with Federal, State, and Local laws?
Written policies include the Community Access Program manual, which documents outing design,
preparation, participant care during outings, and administrative/tracking requirements. Employees are
required to attend sensitivity training, wheelchair tie-down training, and drivers training if applicable.
Community Access Program supervisors and lead employees are First Aid and CPR certified. All employees
receive and are required to sign a written policy clearly outlining Community Access Program Participants'
Rights. All employees are notified - and trained in reporting process - that they are mandated reporters of
signs of participant/client abuse or neglect.
All adult residents of Chula Vista with severe or profound developmental disabilities are eligible to participate
in Community Access Program activities once their completed enrollment materials have been received.
Enrollment applications request specific diagnoses and personal preferences that are used to aid in
determining suitability of specifiC activities for each individual; for instance, a participant who is sensitive to
loud noise would be discouraged from attending an air show at Miramar and encouraged to participate in
another activity.
6. Total Program Cost:
Actual 2007- $107,430 Proposed 2008- 1$ I
2008: loroiected\ 2009:
Projected 2008- $111,000
2009:
Part II - Application Part II
Page 4 of 28
Chula Vista Non Chula
Vista
7. Total Number of Clients proposed to be Served in 2008-2009: _70_ _200
Total Number of Clients Estimated to be Served in 2007-2008: _60 _200
Total Number of Clients Served in 2006-2007: Actual _50_ _175
City fiscal year is July 1-June 30"'.
Beneficiary Information:
$214.29 Cost ($) per CDBG beneficiary (CDBG Request/CDBG Beneficiaries)
PLEASE NOTE THAT EACH BENEFICIARY IS SERVED MORE THAN ONCE, SINCE OVER
180 OUTING OPPORTUNITIES ARE AVAILABLE, FOR AN AVERAGE COST ALLOCATED
TO CDBG FUNDS PER OUTING PER CDBG BENEFICIARY OF $75.00. (Total costs - all of
which have not historically been reimbursed through CDBG - average $ 125 per
outing per participant.)
8. Total City Funds Requested for this Proaram:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Chula City of City of Chula City of Chula City of CDBG
Vista HOME, Chula Vista Vista HOME, Vista CDBG Chula City of
ESG CDBG ESG Vista Chula
HOME, Vista
ESG
Fundinq n/a $11.000 $15 000
9. Funds Requested from Other Jurisdictions for this Proaram
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
Grossmont Healthcare $35,000 General operating & East $35,000
District; East San Diego County expansion grant
County
San Dieao (USC) 0 CDBG n/a
Part II - Application Part II
Page 5 of 28
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exceed four (4) pages, excluding the performance schedule and budget.)
a. Need Document the need for the project/program. If the project has been funded before, what
have been the primary accomplishments?
Over 14,000 individuals challenged by developmental disabilities live in San Diego County. All of
these individuais need some levei of supervision; more than half have disabilities in the moderate
to profound range necessitating specialized accommodations to enjoy a recreational activity,
What the rest of us take for granted is unimaginable for some, because their physical and/or
cognitive circumstances prevent them from being independent. To simply take In a Friday night
movie, eat out at a restaurant, or attend a Padres game, is difficult or impossible for someone
challenged by a severe or profound disability. Many of these people seidom have the opportunity
to experience life outside of their home, and are almost never given the opportunity to go on an
outing specifically designed around their special needs. It Is not uncommon to find these
Individuals isolated, depressed, and withdrawn. As is true for all of us, recreation, socialization, and
simply having a good time are directly linked to our physical, mental, and emotional well-being.
The Community Access Program has expanded its outreach and exceeded expectations. We
projected that we would be serving 30 Chula Vista residents in 2007-2008; we are currently
providing recreational activities for 58 severely disabled adult residents of Chula Vista, and
estimate that we will serve 70 in 2008-2009. These quality of life enriching opportunities are not
available through any other agency in San Diego County and therefore would not be available to
Chula Vista residents if the Cheneweth Foundation did not provide these services. Only through
CAP are individuals with severe disabilities able to participate In programs like those offered by the
Chula Vista Department of Park and Recreation since these people require door-to-door
transportation to events and personal assistance throughout the activity. Our participants
thoroughly enjoy these events, but cannot take advantage of them without the aid of the
Community Access Program.
b. Benefit Discuss how the project/program provides benefit to low-income persons.
How does the proposed project respond to the City of Chula Vista needs?
CDBG funding from the City of Chula Vista will help support our efforts to reach more Chula Vista
residents. We are requesting $15,000 to augment outreach efforts and increase our capacity in
order to continue to add to the number of Chula Vista residents enrolled and participating in the
Community Access Program.
No one else in San Diego County offers recreational outings that include accessible, door-to-door
transportation and a personai companion open to any individuals with disabilities who wish to
participate. By law, group homes are oniy required to take residents out into their community once
each quarter, While many caregivers may provide excellent care within the home, the reality is
that many of them choose only to meet that minimal requirement due to limited staffing resources
and the level of effort invoived to make outings happen safely for severeiy disabled Individuals.
We can empathize with the reasons outings into community may be so infrequent, but we also
know that these individuals deserve better, and are worthy of being provided the opportunities the
rest of us enjoy on any given weekend, Many of our other participants remain at home with elderiy
parents who are no longer able to take their disabled adult child out. We embrace these
opportunities to take both parent and child on outings. The Community Access Program has
Part II - Application Part II
Page 6 of 28
changed the lives of hundreds of severely disabied San Diego County residents, but there are
many more people we would like to reach.
c. Other Resources and Collaboration Identify other potential or actual sources of funds. What fund
raising has the organization done ta support the proposed project? What role do volunteers play
in this project? Has your organization developed this project in collaboration with other groups
offering services? What services offered by other community groups complement the proposed
project? Are the proposed activities duplicative of projects operated by ather local public or non-
profit organizatians?
The organization daes extensive fundraising to support the Cammunity Access Program. We have
an annual fall fundraiser that nets $18,000-$25,000 each year. We send annual requests for support
and an annual newsietter to our supporters. Volunteers are critical as they accompany aur staff on
nearly every outing and enabie us to take more participants on activities as, with supervision, and
training, they are able to provide the one-to-one companionship that our participants need. We
currently have regular volunteers from Volunteer San Diego, Qualcomm employees, and University
of Phoenix interns. The Community Access Program works closely with the Chuia Vista Department
of Parks and Recreation to attend appropriate accessible/ therapeutics activities. We work with
other agencies, adult residential faciiities and adult day programs including San Diego Regional
Center for the Deveiopmental Disabied, ARC of San Diego, Friendship Homes, Valesco Homes,
and Home of Guiding Hands to enroll their residents and clients in the Community Access Program
and to facilitate participation. There are no other programs that provide the personalized supports
and companionship that individuals with severe dlsabiiitles require to take advantage of
recreational outings and activities. We work closeiy with area agencies serving the same
population in order to provide life-enriching services to their clients and residents.
d. Oraanizational Caoacitv Summarize the organization's background/programmatic capacity.
Does your organization or proposed service fill a unique niche among clients who are not currentiy
served, or are under-served? Attach a list of the Board of Directors.
A Board af Directors provides oversight and guidance to the Charies I. Cheneweth Foundation.
The Board Members are:
Nic Cheneweth - Foundation Chairman I President, Friendship SeNices
Juanita Rettinghaus - Foundation Secretary I Executive Administrator, Friendship SeNices
Lisa M. Kramer - Executive Director, Charles I. Cheneweth Foundation
Ai Barrack - Retired, parent of Community Access Program participant
Elaine Barrack - Retired, parent of Community Access Program participant
Sister Mary Bartosh - Program Director, Noah Homes, sister of Community Access Program
participant
Mike Crossley - Coifege student, San Diego Regional Center consumer
Susan Seacord - Director of Seacord Support SeNices (provides independent living supports for
adult with developmentai disabilities)
Lea Zanjani - Regionai Vice President, Union Bank of California
Daily operations of the Charles I Cheneweth Foundation, including the COMMUNITY ACCESS
PROGRAM, are overseen by Lisa Kramer, the Executive Director. A graduate of Purdue University, Lisa
is a former industrial engineer and operations manager who moved ta the nonprofit sector in 2004
after earning a graduate degree In Public Administration fram the University of Illinois. The
Part II - Application Part II
Page 7 of 28
Executive Director has the overall responsibility for the management of Faundation programs and
reports directly to the Board of Directors of the Foundation. The Executive Director implements
program policies and assures compliance with ail applicable state and federal regulations. The
Community Access Program Supervisor, Serayia Jackson, is present on all outings to oversee CAP
Staff and volunteers, and to ensure that participants are well cared far and enjoying themselves. A
former day program coach and care provider, Ms. Jackson is a professional who has worked with
developmentaily disabied adults for over 10 years.
Having provided transportation services for over nine years, three as a vendor for the San Diego
Regional Center, the Foundation provides excellent transpartation services executed by highly
trained staff. The Cheneweth Foundation's Operations Manager aversees all transportation-
related activities and provides administrative support and design for the Community Access
Program. Rebecca has managed transpartation fleets for 10 years, and specialized in wheelchair
accessible transportation for the past 4 years, the most recent 2 with the Cheneweth Foundation.
In October 2006, she became a certified Q-Straint instructor after an intensive training at the
wheelchair restraint systems manufacturer's headquarters in Florida.
Although there are various recreational programs in San Diego County for individuals with
disabilities, no program outside of the Community Access Program (or 'CAP") exists for individuals
whose disabilities are in the severe or profound range. While students with disabilities are able to
participate in accasional field trips and autings with their peers, once these individuals finish high
school there are no other pragrams that provide the services CAP does. Traditional recreatianal
programs do not have the resources necessary to assist the severely disabled with the specialized
accommodations they require in order to participate. In arder to include individuais with severe
disabilities in community activities, one-on-one companionship, persanal care, and door-to-door
accessible transportation are all necessary.
SCOPE OF SERVICES
11. Scope of Services
a. Proiect Descriotion Describe the proposed service/actiVity/project to be carried out with the
funds requested. If the proposed project is ongoing, specify why the funds are needed to serve
iow and moderate-income persons. Discuss the cost-per-beneficiary in reiation to private and
other organizations delivering similar services. Please note what proportion of the proposed
budget wiil support direct services to homeless people. CDBG funds can oniy be used for
expenditures which directiy benefit CDBG-eligible clients.
The COMMUNITY ACCESS PROGRAM offers supportive recreational activities for San Diego County
residents challenged by severe or profound physical and/or cognitive disabilities, Weekend
excursions are provided that are fun, meaningful, and safe, CAP's hallmark is its
individualized specialized support. A one-to-one companion accompanies any participant
who needs assistance with wheelchair mobility, meals, and personal needs. Wheeichair
accessible transportation service is provided, including door-to-door pickup and return. CAP
pravides region-specific excursions to accommodate participants who live in the city of San
Diego, South County, North Caunty, and East County). At least two activities per month are
offered for each geographical area. Every Saturday and Sunday CAP staff, volunteers, and
vehicies depart from the program's National City site and travel to the geographical region
designated for that particular activity. Participants receive transportation, supervision and
Part II - Application Part II
Page 8 of 28
professional care, as well as socialization and companionship. These excursions cantribute
tremendously to participants' sense of self-worth and belonging. About 800 recreational
opportunities are offered to COMMUNITY ACCESS PROGRAM participants each year. Over the
past few years CAP participants have learned about sea creatures "backstage" at
SeaWorld, viewed San Diego County from the sky in a Hat Air Bailoon, played at Disneyland.
and danced to the music of Hope University's "Hi Hapes" (talented musicians challenged by
developmental disabilities).
On each outing, CAP staff, volunteers, and vehicles travel from the Cheneweth
Foundation to the region designated for that particular outing. Participants who use
wheelchairs or who cannot access a local boarding site are provided door-to-door,
wheelchair accessibie transportation. Participants whose disabilities are less severe, who can
conveniently meet at the regional boarding site, will have round-trip transportation to and
from the outing. The COMMUNITY ACCESS PROGRAM makes every effort ta accommodate ali its
participants and wiil always da whatever it takes to see that no one is overiooked or left
behind. Aithough there are various recreational programs in San Diego County for individuals
with disabilities, no program outside of the Community Access Program (or "CAP") exists for
individuais whose disabilities are in the severe or profound range. While students with
disabilities are able to participate In occasional field trips and outings with their peers, once
these individuals finish high school there are no other programs that provide the services CAP
does. Traditional recreational programs do not have the resources necessary ta assist the
severely disabled with the specialized accommodations they require in order ta participate.
In order to inciude individuals with severe disabilities in community activities, one-on-one
companionship, personai care, and door-to-door accessible transportatian are all necessary.
b. Target GrouD Quantify the number of low- and moderate-income persons/households to be
assisted per service/activity/project.
We continue to expand our services to more severely developmentally disabied residents of
Chula Vista, and the number of activities provided for these individuals. In 2005-2006 we had
30 participants from Chula Vista. This year we have 58 Chuia Vista participants, 180
recreational activity siots. We continue to expand our efforts to serve Chula Vista residents
and anticipate providing over 200 recreational opportunities and serving at least 70 Chula
Vista residents in 2008-2009. Each outing serves 8 to 15 participants. All of these individuals
are extremely low income as the extent of their disabilities prevents them from being able ta
work a traditional job.
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
Making other organizations and individuals aware of its services. is a high priority of the
COMMUNITY ACCESS PROGRAM. Program presentations will be given monthly at various
organizations and facilities whose focus is on improving circumstances for individuals with
special needs. The Executive Director af the Cheneweth Foundation meets regulariy with
community leaders to request support and ensure that residents throughout San Diego
County are aware of the services offered through CAP, Program information is distributed to
agencies and organizations that post and share the information in their community. The
Cheneweth Foundation's updated website prominently features the COMMUNITY ACCESS
PROGRAM, including the monthly calendar of activities, general information, and photos
taken at past outings. The Foundation's hape is that, someday, every individual in San Diego
Caunty - regardless of his or her disabilities - is able to enjoy social and recreationai activities
on a regular basis.
Part II - Application Part II
Scope
12. Performance Schedule
On a separate page, prepare a Work Plan for impiementatian/completion of the services and
activities identified in the Scope of Services. In addition, you will be required to indicate
performance measurements as they relate to the activities of your project. A suggested format is
inciuded on the following page.
13. Project Budget
On a separate page, prepare a budget summarizing the use of proposed CDBG funding and all
other resources avaiiable for the project. A suggested budget summary worksheet Is included in the
following pages. Please revise the form and annotate budget items as they relate ta your project.
Part II - Application Part II
Scope
14. Work Plan
(Prepare a Work Plan for implementation/completion of the services and activities Identified in the Scope
of Services)
Work Plan (Identify activities and completion dates)
July Z008
August
2008
September
2008
October
2008
November
2008
December
2008
January
2009
February
2009
March
2009
April
2009
May
2009
June
2009
.
ul calendar distributed.
August calendar distributed.
2 outings for South County residents; up to 28 participants served.
Pro am resentation to one or more a n or 0 arian.
September calendar distributed.
2 outings for South County residents; up to 28 participants served.
Pro resentatton to one or more a n or or arioo.
October calendar distributed.
2 outings for South County residents; up to 28 participants served.
Pro resentation to one or more a n or or aricn..
November calendar distributed.
2 outings for South County residents; up to 28 participants served.
Pro resentation to one or more a en or or nization.
December calendar distributed.
2 outings for South County residents; up to 28 participants served.
Pro am res entation to one or more a en or or aricn.
January calendar distributed.
2 outings for South County residents; up to 28 participants served.
Pro am res entation to one or more a en or or arioo.
February calendar distributed.
2 outings for South County residents; up to 28 participants served.
Pro am res entation to one or more a en or or arioo.
March calendar distributed.
2 outings for South County residents; up to 28 participants served.
Pro am res entation to one or more a en or 0 arioo.
April calendar distributed.
2 outings for South County residents; up to 28 participants served.
Pro am resentation to one or more a n or 0 arioo.
May calendar distributed.
"Participant/Family Survey" distributed.
Z outings for South County residents; up to 28 participants served.
Pro res entation to one or more a n or or nization.
June calendar distributed.
"Participant/Family Survey" results reported.
2 outings for South County residents; up to 28 participants served.
Pro resentation to one or more a n or or arion.
July calendar distributed.
2 outings for South County residents; up to 28 participants served.
Pro resentation to one or more n or or aricn.
X (Annual)
.
.
.
.
.
.
.
x
.
.
.
.
.
.
.
.
.
x
.
.
.
.
.
.
.
.
.
x
.
.
.
.
.
.
.
.
.
.
.
.
Part II - Application Part II
Scope
15. Additional COSG Financial information:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no, proceed to question 10.B.) Yes D No IZI
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMB Circular A-133?
Yes D No D
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concerns, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes D No D
c. If the Agency was not required to have an audit per standards of OMB Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDBG grant
funds within the audifs scope? Yes D No D N/A D
B. If the organization has not had a financial audit, please explain the reason.
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes IZI No D
D. Does the agency certify that no public funds will be used for lobbying? Yes IZI No D
E. Has the agency previously administered CDBG funds?: Yes D No ~
If yes, please describe the agency's experience with CDBG funds:
Part II - Application Part II
16. National Objectives for the CeBG Program: Programs must meet National Objective 9570.20 #1
for the CeBG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
~ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
X 2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
51 % Low-/Moderate-income per Official HUe Income Guidelines (Appendix A).
~ Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons 0;:
served?
~ (b) Presumed Benefit: The facility wiil exclusively serve (check one):
elderly persons (over age 62) _ battered spouses
illiterate adults (not ESL) _ persons living with AIDS
homeless persons _ migrant farm workers
abused & neglected children ~ severely disabled adults
See Appendix E for the definition
_ (c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (Le., food
banks, clothing banks, facilities serving residents of public housing)
Part I' - Application Part iI
Scope
17. Measuring an Objective and Outcome of Public Service Activities for the COBG
Program: In addition to meeting a COSG National Objective and eligible activity test for
the COSG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUO's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUO website for
more information htto:/ /www.hud.oov/offices/cod/aboutJoerformance/trainina/ch08. odf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
X 1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. _Sustainability- Public Service activity aimed at improving
communities or neighborhoods
. _X_Availability/ Accessibility - Activities that make services.
available ar accessible to low-income people, including
persons with disabilities.
2. Decent Housing: Public service activities to Increase access to housing.
Example: Fair Housing Counseling Program
. _Affordability- Public Service activities funded to make housing
affordable.
. _Sustainability- Public Service activities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. _Affordability- Public Service activities funded to support
economic opportunities.
. _Sustain ability- Public Service activities funded to sustain
economic opportunities.
Part II - Application Part iI
PERFORMANCE MEASUREMENTS
(List major activities, the direct producl/service numbers lor each activity and the direct outcome!benefll
of the activity.)
ACTIVITY INDICATOR OUTCOME
(What the program does to rumll its mission) (The direct products of progrom (Beneflts that result from the program)
actlvifles)
Service #$
Access to quality recreationai Provide access to at least 60 Access to the community
activities for adults with Chula Vista residents with offered ta participants
developmental disabilities in severe developmental
their communities disabilities via doar-to-daor, Improved quality of life for
accessible transportatian. All program participants
participants are extremeiy
low-Income.
Provide quality recreatianai Provide at ieast 180 quality, Make recreational
activities for adults with safe, and fun recreational oppartunities available to
developmental disabilities activity opportunities for at individuals with severe
least 60 Chula Vista residents deveiopmental disabilities
with severe develapmental
disabilities. All participants are Improved quality af life for
extremelY low-income, oroaram oarticioants
Part II - Application Part II
....
18. Process Evaluation: Describe how the program will collect data and maintain records to track program
activities. Example: Documentation of program participation via sign in sheets, meeting minutes describing actions
taken, agendas. and files for news letters naming the City of Chula Vista and HUD as the funding source.
1. Outing logs and participant rosters are recorded and maintained for each scheduled activity.
2. Pre-outing meetings are held before each outing, and outing recap meetings held between the Community
Access Program Supervisor and Operations Manager after each outing.
3. CAP Participant and Family Survey
19. Outcome Evaluation (List Three Outcomes): Describe how each activities will be measured to determine if
progress has been made to become self sufficient. Example: Interviews, work out plans, pre-and post- surveys.
1. Improved access to the community for Chula Vista residents with disabilities
2. Increased available accessibie recreational activity options for Chula Vista residents with disabilities
3. Improved quality of life for Chula Vista residents with disabilities
A "CAP Participant and Family Survey" aids in manitoring and assessment of the pragram's
effectiveness. This survey allows compiete confidentiality for honest. constructive feedback. A repart
of survey results and regular communication with the Executive Director will make it possible for
Chula Vista Community Development Block Grant administrators to be active partners In the
COMMUNllY ACCESS PROGRAM if you choose to do so.
20. Key Staff Persons: Please describe the qualifications of key staff that will have direct contact with clients
receiving services.
The Executive Director has the averall responsibility far the management of Foundation
programs and reports directly to the Board of Directors of the Foundation. The Executive
Director implements program policies and assures compliance with all applicabie state and
federal regulations. Either The Community Access Program Supervisor, Serayia Jackson, is
present on all outings to oversee CAP Staff and volunteers, and to ensure that participants
are well cared for and enjoying themselves. A former day program caach and care
provider, Ms. Jackson is a professional who has worked with developmentally disabled aduits
for over 10 years. In Ms. Jackson's absence, the Cheneweth Foundation's Operations
Manager aversees Community Access Program outings. A former Community Access
Program Supervisor, Ms. Azhacar aversees all operations of the Charles I Cheneweth
Foundation and provides administrative support and design for the Community Access
Program. Rebecca has managed transportation fieets for 10 years, and specialized in
wheelchair accessible transportation for the past 4 years, the mast recent 3 with the
Cheneweth Faundation. In October 2006, she became a certified Q-Straint instructor after an
intensive training at the wheelchair restraint systems manufacturer's headquarters in Florida.
21. Subcontractors (if any): Please list the names of subcontractors that will be used to carry out this activity.
N/A
Part II - Application Part II
Scope
(if Subcontractors are
used please use additional line item budgets).
Program Expenses"
1. Trans ortation - fuel
2. Event Tickets
2,200
2,800
6,800
7,450
9.000
10,250
3.
4.
5.
6.
7.
8.
Personnel Costs"
9. Salaries (Community
Access Program supervisor,
Serayia Jackson, and up to 13
staff and volunteer personal
com anions er outin
7.500
32.500
40.000
10. Benefits (Staff & Volunteer
Meals)
2,500
4,000
6,500
Total Costs $ 15,000 $ 50,750 $ 65.750
"THIS BUDGET INCLUDES DIRECT COSTS ONLY, NO OVERHEAD PER CDBG FUNDING
REQUIREMENTS.
Part II - Application Part II
I Tab No.6
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Rehabilitation Services
Organization/Dept.:
Chula Vista Veterans Home Support
Project Description:
Funds will be used for rehabilitation services for low-income elderly military veterans residing in the
Chula Vista Veterans Home.
Project Location:
526 Hibiscus Court, Chula Vista, CA 91910
Prior Year Fundinq: 2008/09 Recommended Fundina:
$3,500 $3,500
Specific use of funds:
Rehabilitation Services
HUD Matrix Code: Citation:
05 - Public Services [Generall 570.20Hel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Helo the Homeless : No . Help Disabled Persons : Yes
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
372 -
Exempt r # of Units - Type of Units! Low Moderate Income Clienteie
1(
c,"
.:. CDBG Supplemental Application
Agency Information
Agency Name: Chula Vista Veterans Home Support
Foundation.
Applicant Name and Address:
Robert D White
c/o ChulaVistaVetefa~Home Support Foundation
700 East Naples Court
Chula Vista, CA 91911
Agency Director:
Robert D. White, President
Name and Title
619-482-1397
(Area Code) Telephone
619-205-1903
E-mail address Rdwhite1717@att.net (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eli ible and able to utilize CDBG funds for the urposes stated wit 'n
the pI' I gu' SIGNATURES MUST BE IN BLUE I
k:
~
Signature f Agency Board President/Date Signature Agency Director/Date
Robert D. White Robert D. White
Printed Name of Agency Board President Printed Name of Agency Director
~ Attach a copy of the board resolution authorizing submittal of this application to be considered
for COBG funds (may be submitted after application deadline).
Program Information
1. Program Name Rehab E ui ment forVeterltfl&"Home. res.idents
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Robert D. White 619-482-1397
Name (Area Code) Telephone
Rdwhite1717@att.net 619-205-1903
E-mail address (if available) (Area Code) Fax Number
2. Program is New for our agency 0 An Ongoing Program C8J
3. Brief Description of Program (CDBG Eligible Activities are available at S570.200, S570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
Part 11- Application Part Ii
Page 3 of 28
Foundation request is for $4000.00. Needed Rehab equipment for low-income elderly military veterans living
at the Veterans Home in Chula Vista, and not provided by state or federal agencies. Listed equipment
needed to improve upper extremity and trunk muscle strengthening for wheelchair bound residents while
they remain seated, or on a "table" support. Costs researched, and are listed as follows:
Electric Hi-Lo Tilt Table (Item #7208-EB) ... ..... $3487.11
Rickshaw Exerciser (Item #2210) ........$ 646.87
Rubber Encased Weight Plates (for exerciser) $ 44.74 Total Cost = $4178.72
Notes: 2007 Prices. Extra costs plus taxes to be borne by the Foundation.
4. Where are services provided? (If different from agency location)
Same location (Veterans Home of California - Chula Vista).
5. Please describe your agencies written policies and procedures including how clients are
served, CDBG eligibility requirements, compliance with Federal, State, and Local laws?
Written policies (By-Laws, Letter of Incorporation, 501 (c)(3) status with state and IRS on file with Ms.
Elisa Cusato (city attorney office). 100% of received funds used directly toward needed equipment at
Veterans Home. Volunteer Foundation Board receives no money or compensation of any kind. Board
meetings operate under the Brown Act. Over 80% of residents are in the low or very low incme levels.
Room, Board, and some essential equipment provided by the state. Foundation provides "Quality of
Life" items, as well as essential shortfall equipment directed toward the Skilled Nursing Facility (24/7
Care). The Foundation's IRS EIN Number is 93-1213658
Items listed based on received input from skilled nursing residents, as well as rehab and nursing
staff.
In addition, CDBG request of $4000 is only 14% of project scope in 2008 to provide quality equipment
to the elderly veterans in the skilled nursing facility and rehab area
Part 11- Application Part II
Page 4 of 28
I I
6. Total Program Cost:
Actual 2007- $ 60,000 Proposed 2008- I $ 30,000 I
2008: 2009:
Projected 2008- $ 30,000
2009:
7. Total Number of Clients proposed to be Served in 2008-2009:
Total Number of Clients Estimated to be Served in 2007-2008:
Total Number of Clients Served in 2006-2007: Actual
Chula Vista Non Chula
Vista
_372_ _0_
_370_ _0_
365_ _0_
City fiscal year is July 1-June 30th.
Beneficiary Information:
$10.75 Cost ($) perCDBG beneficiary (CDBG Request/CDBG
Beneficiaries)
8. Total City Funds Requested for this Program:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Chula City of City of Chula City of Chula City of CDBG
Vista HOME, Chula Vista Vista HOME, Vista CDBG Chula City of
ESG CDBG ESG Vista Chula
HOME, Vista
ESG
Fundino $3500 $3500 $4000
9. Funds Requested from Other Jurisdictions for this Program
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
Cou ntv $12,000 Countv Grant $12,500
Coronado $510 Citv Grant $520
DAV $12 000 Disabled Veterans Grant $13 000
Part il- Application Part II
Page 6 of 28
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exceed four (4) pages, excluding the performance schedule and budget.)
a. Need Document the need for the project/program. If the project has been funded before, what
have been the primary accomplishments? Previous years expenses have been vital
equipment in the skilled nursing area, wanderer prevention watches, hyperbaric 02
chamber, Sling Lifters, and other needed equipment.
This year, goal is to provide additional equipment deemed essential by the nursing staff, and
desired by the residents (and not provided by the state). Focus for Chula Vista CDBG grant
is for rehab equipment to strengthen muscles of wheelchair bound residents via the listed
Hi-Lo Tilt Table, and Rickshaw Exerciser.
These residents are all Chula Vista Citizens, and nearly all live below the defined poverty level.
Essentially, they are military veterans dependent on the state to provide care. "Quality
Care" is accomplished via augmentation of needed equipment from community,
including CDBG grants.
Listed equipment exceeds amount of grant request. and will be "leveraged" from other
resources. Foundation Board members receive no compensation of any kind. therefore all
received funds directly benefits veterans living at the Veterans Home.
Rehab Equipment considered essential for rehab of muscles for wheelchair residents (skilled
nursing) .
b. Benefit Discuss how the project/program provides benefit to low-income persons.
How does the proposed project respond to the City of Chula Vista needs?
The vast majority of residents are low-income. and the CDBG grant would directly benefit
them as noted in previous paragraph. The Foundation provides needed equipment as a Public Service,
and for Rehabilitation activities.
c. Other Resources and Collaboration Identify other potential or actual sources of funds. What
fund raising has the organization done to support the proposed project? What roie do volunteers
play in this project? Has your organization developed this project in collaboration with other
groups offering services? What services offered by other community groups complement the
proposed project? Are the proposed activities duplicative of projects operated by other local
public or non-profit organizations? Foundation uses a variety of grants, Veterans Service
Organizations (VSO's), and communities to offer "Quality of Life" and essential equipment for
veterans at the Home. To fund, the $30,000 goal for the skilled nursing area and rehab
equipment, the Foundation will have requests (as in yeors past with the County of San Diego. the
City of Coronado. the Navy Nurse Corps, the Navy Officers Spouse Club, and VSO's, such as
AMVETS, FRA, VFW. DAV, etc). two Fundraisers (Golf tourney, and VFW Walk) every year also
benefit Quality of Life. Foundation aiso applies for grants with CFC (United Way for military and
goyt employees. CECO. Chula Vista Cares, and other charitable organizations). All Board
members are volunteers. In addition, there are volunteers at the Veterans Home providing
assistance to the nursing staff. with focus in the skilled nursing area. There is no duplication of
grants, groups or volunteers.
In addition to these needed equipment provisions, the Foundation also provides "Quality of Life" items,
including WIFI and Computer Equipment, Training, Assists in Golden Games, supports woodworking
shop and craft shop from other resources. The Foundation also collaborates with VSO's in sponsoring the
annual Holiday Party, and various BBQ's through the year and underwritten by VSO's, Fleet Week, and
other sponsors and supporters of V eterans, such as the San Diego Padres.
Part 11- Application Part II
Page 7 of 28
d. Oraanizational CaDacitv Summarize the organization's background/programmatic capacity.
Does your organization or proposed service fill a unique niche among clients who are not
currently served, or are under-served? Attach a list of the Board of Directors. An attached 1151 of
the Board of Directors is attached. The Foundation does fulfill a unique niche, and is considered
the model for other Veterans' Homes to have "outside support' such as enjoyed by Chula Vista.
The main reasons are zero overhead, and success with the community in bringing them into
involvement with the Veterans Home. In addition, the Foundation also provides Volunteer Income
Tax Assistance (VITA) for the residents, again, at no charge.
SCOPE OF SERVICES
11. Scope of Services
a. Project DescrlDtlon Describe the proposed service/activity/project to be carried out with
the funds requested. If the proposed project is ongoing, specify why the funds are needed
ta serve low and moderate-income persons. Discuss the cost-per-beneficiary in relation to
private and other organizations delivering similar services. Please note what proportion of
the proposed budget will support direct services to homeless people. CDBG funds can only
be used for expenditures which directly benefit CDBG-eligible clients. The requested CDBG
grant directly aids elderly veterans in wheelchairs, and living below the low-income level.
This request is for Rehabilitation equipment.
b. Taraet GrouD Quantify the number of low- and moderate-income persons/households to
be assisted per service/activity/project. A demographics chari with the economic chari Is
attached.
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
Part II - Application Part II
Page 8 of 28
14. Work Plan
(Prepare a Work Plan for Implementalfon/complelfon of the services and aclfvllfes Identified In the Scope
of Services)
Work Plan (Identify activities and completion dates)
KEY ACTIVITIES DATE
Research Equipment needed in Skilled Nursing/Rehab areas. Completed December 2007
Research Costs associated for needed equipment Completed December 2007
Submit CDBG requests as well as requests to County and VSOs January - April 2008
If approved. purchase Skilled Nursing eequipment May - June 2008
Purchase portion of Rehab Equipment May - June 2008
Purchase CDSG approved Rehab Equipment Aug - Oct 2008
Part 11- Application Part II
Scope
15. Additional COBG Financial infonnation:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no, proceed to question 10.B.) Yes 0 No [gJ
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMB Circular A-133?
Yes 0 No [gJ
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concems, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes 0 No [gJ
c. If the Agency was not required to have an audit per standards of OMB Circular A-133, did
Agency have an independent audit by a CPA that included an examination of COBG grant
funds within the audit's scope? Yes 0 No 0 N/A [gJ
B. If the organization has not had a financial audit, please explain the reason. The Foundation
uses the services of the CEO of the North Island Financial Credit Union. He is a CPA, and well
qualified to author the Treasurers report. He, and his "auditors" did conduct an audit of the
Foundation two years ago. It was determined that due to the relative simplicity of the
Foundation In its financial structure (no overhead, revenue flow through, etcO, that an audit was
not required. The Foundation normally receives around $40,000Iyear and no money is used for
administrative or overhead purposes. All Board members review financial records quarterly.
C. . Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes 0 No [gJ
D. Does the agency certify that no public funds will be used for lobbying? Yes [gJ No 0
Part II - Application Part II
E. Has the agency previously administered CDBG funds?: Yes ~ No 0
If yes, please describe the agency's experience with CDBG funds: The Foundation does not
carry insurance, nor is required to, as all equipment received is essentially "owned" by the state of
Califomia. The Veterans Home has adequate general liability insurance.
The Foundation has received, and administered CDBG funds since the Veterans Home was dedicated
in May of 2000. All received revenue directly benefits the residents at the Veterans Home. Equipment
purchased with CDBG funds has consistently been in the skilled nursing area or the rehab areas of the
Home. Once approved, the Foundation withdraws funds, pays for the approved equipment, submits
receipts, and receives approved amount of CDBG funds. This procedure is very simple and
straightforward.
Part II - Application Part II
Scope
Program Informationr Cont.
.
16. National Objectives for the COBG Program: Programs must meet National Objective ~570.20 #1
for the CDBG Program - ActMties Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
~ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
X 2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are 51 %
Low-/Moderate-income per Official HUD Income Guidelines (Appendix A).
~ Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons ~
served?
-X- (b) Presumed Benefit: The facility will exclusively serve (check one):
x elderly persons (over age 62) battered spouses
- illiterate adults (not ESL) persons living with AIDS
homeless persons migrant farm workers
abused & neglected children severely disabled adults
See Appendix E for the definition
(c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (i.e., food
banks, clothing banks, facilities serving residents of public housing)
'001 ~ .,zrl:
.& r. .~.).s Go -; '1,;1";.. n3 ~:'..~
~"e.....L't J,.g,itHeJJ t>veT" q~p
V6-r-d ~rtE /~:f!'"
.......e e ld...../y
,J; it: .f:"--
Part 11- Application Part II
Scope
CDBG Performance Measurements
17. Measuring an Objective and Outcome of Public Service Activities for the CDBG
Program: In addition to meeting a CDSG National Objective and eligible activity test for
the CDSG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUD's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more information htlo :/Iwww.hud.aov/offices/cod/aboutloerformance/trainina/ch08. odf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
X 1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. _X_Sustainability- Public Service activity aimed at imp~oving
communities or neighborhoods C. ,'"",,,....,,., · "'.1 J:"', ~
e~"...' ....Y\ll."'')-)
2. Decent Housing: Public service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _AffordabHity- Public Service activities funded to make housing
affordable.
. _Sustainability- Public Service activities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. _Affordability- Public Service activities funded to support
economic opportunities.
. _Sustainability- Public Service activities funded to sustain
economic opportunities.
Part 11- Application Part II
GDBGj3c~pe~ QfWi>rlc~Activi~~~
18. Process Evaluation: Describe how the program will collect data and maintain records to track program
activities. Example: Documentation of program participation via sign in sheets. meeting minutes describing
actions taken, agendas, and files for news letters naming the City of Chula Vista and HUD as the funding source.
1. Demographics. with number of residents using CDBG equipment will be documented.
2. Charts in Rehab area will monitor progress. (Note: Skilled rehab staff available in Rehab area)
3.
19. Outcome Evaluation (List Three Outcomes): Describe how each activities will be measured to determine if
progress has been made to become self sufficient. Example: Interviews, work out plans, pre-and post- surveys.
1. Workout plans will be monitored by skilled rehab staff personnel.
2. Noted improvements in muscle tone and ability to assist in wheelchair entry/egress will be monitored.
3. Equipment Usage report will be available for head of nursing to administer and manage.
20. Key Staff Persons: Please describe the qualifications of key staff that will have direct contact with clients
receiving services.
The staff are qualified nurses and rehabilitation trained specialists. They are employed by the state of California.
21. Subcontractors (if any): Please list the names of subcontractors that will be used to carry out this activity.
Not Aoolicable.
Tax Identification Estimated Subcontract Other Funding
Subcontractor Number Amount CDBG Sources Amount and
Name and Business Source
Address
~Q>[Gj:~!l~Jlfi!!:iii~[@.f~:~'~'!~4~jj~ln~~p..!ii~~ (if Subcontractors are
used lease use additional line item bud ets
Program Expenses
1. Hi-Lo Tabie
2. Rickshaw Exerciser'
$512.89
$133.98
$44.74
$646.87
$44.74
3. Rubber Encased Wei hts
Part II - Application Part II
Scope
4. Skilled Nursing Equip: 02
regulators, Wheelchairs.
Nebulizers, flow meters, $18,000 $18.000
5. Rehab Equip: Pneu-
Walker. neu Vest. $6400 $6400
6.
7.
8.
Personnel Costs $0.00
$0.00
10. Benefits (describe) $0.00
Total Costs $ 4000.00 $ 24578.72 $ $28578.72
Part II - Application Part II
I Tab No.7
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Therapeutic Recreation Services
Organization/Dept.:
Recreation Department
Project Description:
The program provides person with disabilities the opportunity to participate in recreation programs
that are specifically designed for persons who are developmentally or physically disabled.
Project Location:
Citv Wide
Prior Year Fundina: 2008/09 Recommended Funding:
$17,936 $17,936
Specific use of funds:
Supplies and Personnel Costs
HUD Matrix Code: Citation:
05B - Handicapped Services 570.201(e)
Is the purpose ot the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. HelD the Homeless : No . HelD Disabled Persons : Yes
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
298 -
ExemDt (# of Units - Type of Units) Low Moderate Income Clientele
Agency Name:
Applicant Name and Address:
City Of Chula Vista Recreation Department
276 Fourth Avenue
Chula Vista. CA 91910
Agency Director:
Buck Martin, Director
Name and Title
619-409-5966
(Area Code) Telephone
bmartin@ci.chula-vista.ca.us 619-409-5925
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this a
accurate to the best of your knowledge and that you have read the a Iicati. n,
and appendixes and are eligible and able to utilize COBG funds f pu 0
the applicable regulations. (SIGNATURES MUST BE IN BL
Signature of Agency Board President/Date S ature 0 Agency DirectorlDate
Buck Martin. Director
Printed Name of Agency Board President Printed Name of Agency Director
~ Attach a copy of the board resolution authorizing submittal of this application to be considered
for COBG funds ma be submitted atter a lication deadline).
1. Program Name cS j:1<'a;i jI2,ANl
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Carmel Wilson, CTRS 619-409-5800
Name (Area Code) Telephone
cwilson@ci.chula-vista.ca.us 619-476-8167
E-mail address (if available) Area Code) Fax Number
2. Program is New for our agency 0 An Ongoing Program r8J
3. Brief Description of Program (CDBG Eligible Activities are available at !i570.200, !i570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
The Therapeutics Section provides persons with disabilities the opportunity to participate in recreation programs that are
speCifically designed for persons who are deveiopmentally or physically disabled. Programs and activities are pubiicized on a
bi-monthly basis to participants, schools, community organizations and advocates, rehabilitation hospitals and group homes.
Programs are designed for ages six years through adults and occur on a weekiy basis year round. These programs include
sports programs, dance class, summer and spring day camp, wheelchair sports, social events, aqua exercise, cooking class
and fieldtrips in a fun, supportive setting.
Part II - Application Part II
Page 3 of 27
4. Where are services provided? (If different from agency location)
Parkway Complex, 373 Park Way, Chula Vista, CA 91910
Chula Vista Woman's Club, 357 G Street, Chula Vista, CA 91910
Otay Recreation Center, 3554 Main Street, Chula Vista, CA 91911
Norman Park Center, 270 F Street, Chula Vista, CA 91910
Brunswick Premier Lanes, 845 Lazo Court. Chula Vista, CA 91910
Greg Rogers Elementary School Grounds, 510 E. Naples Street, CA 91910
5. Please describe your agencies written policies and procedures including how clients are
served, CDBG eligibility requirements, compliance with Federal, State, and Local laws?
Programs are planned, administered, organized, and directed by a Recreational Supervisor II, who is also a Certified
Therapeutic Recreation Specialist and overseen by a Recreation Supervisor III. The supervisors have the knowledge and
supervisory experience to provide Therapeutic recreational activities for children, teens and adults with disabilities, as well as
make presentations to the community, organize fundraising and other activities, and perform required documentation and
tracking activities. The program staff will be Recreation Specialists, Recreation Leader Ii's with at least a high school education,
some college and degrees with a background or comfort working with persons with special needs. All participants are required
to complete a health form and liability waiver form providing demographic, emergency information and disability. COBG
eligibility is determined by participant disability. This is the only Therapeutic program which targets individuals with disabilities
and programs are specifically designed for those with special needs. Our specially trained staff adapts activities and equipment
to ensure that the highest quaiity of recreation programming is provided to the general population.
Part 11- Appiication Part II
Page 4 of 27
I l
6. Total Program Cost:
Actual 2007- $24,641 Proposed 2008- I $25,626 I
2008: 2009:
Projected 2008- $25,626
2009:
Chula Vista
7. Total Number of Clients proposed to be Served in 2008-2009: 298
Total Number of Clients Estimated to be Served in 2007-2008: 307
Total Number of Clients Served in 2006-2007: Actual 213
City fiscal year is July 1-June 30th.
Beneficiary Information:
$81.87 Cost ($) per CDBG beneficiary (CDBG Request/CDBG
Beneficiaries)
8. Total City Funds Reauested for this Proaram:
City Awarded 2006-2001 Awarded 2001-2008 Requested 2008-
2009
City of Chula City of City of Chula City of Chuia City of CDBG
Vista HOME, Chula Vista Vista HOME, Vista CDBG Chula City of
ESG CDBG ESG Vista Chula
HOME, Vista
ESG
Fundina $25.626
9. Funds Reauested from Other Jurisdictions for this Proaram
City/County Awarded 2001- Type of Funds Requested 2008-
2008 2009
Citv of Chula Vista $24,641 General Ooeratina Fund
Part 11- Application Part II
Page 5 of 27
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body ofthe
application may not exceed four (4) pages, excluding the performance schedule and budget.)
a. Need Document the need for the project/program. If the project has been funded before, what
have been the primary accomplishments?
The Therapeutics Section of the Chula Vista Recreation Department has been operating since 1969. Programming is available for
individual's ages 6 years to adult with developmentai disabilities and 4-17 years with physical disabilities. Programs include a variety
of year round programming consisting of dance classes, Camp Sunrise day camp, special events, aqua exercise ciass, quarterly
dances, cooking classes, bowling, nature in the park class, basketball class, hand cycling, wheelchair sports and tournaments. The
Therapeutics Section is the only agency in the City of Chuia Vista that provides recreational programming specifically for persons with
disabilities.
The Therapeutics Section has expanded the wheelchair sports program for youth with physical disabilities. This sports program targets
4-9 year olds with permanent physical disabilities who want to experience sports for the first time and tournament play. It includes
basketball, soccer, and rugby. The sports teams compete against other municipal teams in tournament play and learn the benefits of
playing on a team, sportsmanship and most importantly experiencing a healthy leisure activity.
The Therapeutics Section plans to enhance all of the current Therapeutic programs offered for children, teens and aduits with
developmental and physical disabilities with the assistance of staff and volunteers.
b. Benefit Discuss how the project/program provides benefit to low-income persons.
How does the proposed project respond to the City of Chula Vista needs?
These Therapeutic Recreation programs will operate at City recreation facilities within the City of Chula Vista. The program sites will
operate year round to accommodate allleveis and interests of those with special needs, in addition, it will allow parents some respite
time while their child enjoys a community recreation experience. The program will operate year round and we collaborate with other
community organizations so we are not duplicating services. The program will offer scheduled and supervised activities designed to
be educational, healthy and recreational based. Activities are designed to build social skills, self esteem, independence and
sportsmanship and will include sports programs, dance class, day camp, wheelchair sports, social events, aqua exercise, cooking
class and fieldtrips in a fun, supportive setting. The programs anticipate having a core group of participants. All funds will benefit
children, teens and adults with developmental and physical disabilities.
c. Other Resources and Collaboration Identify other potential or actual sources of funds. What fund
raising has the organization done to support the proposed project? What role do volunteers piay
in this project? Has your organization developed this project in collaboration with other groups
offering services? What services offered by ather community groups complement the proposed
project? Are the proposed activities duplicative of projects operated by other local pUblic or non-
profit organizations?
To supplement the budget, the Therapeutics Section offers an annual membership option to our participants, also a collection of
minimal program fees are charged on some of our programs and day camp and community donations. In addition, equipment needed
for adaptive sports has been donated by community collaboratives and volunteers assist our staff at programs for various hours.
Therapeutic Membership: $40 City Resident
$50 Non-Resident
Part 11- Application Part II
Page 6 of 27
d. OrQanizational Capacity Summarize the organization's background/programmatic capacity.
Does your organization or proposed service fill a unique niche among clients who are not currently
served, or are under-served? Attach a list of the Board of Directors.
The Recreation Department is a department within the City of Chula Vista, a municipal government entity. The City of Chula
Vista, population of 201 ,21 0, is San Diego County's second largest municipality. The city was incorporated in 1911, and
comprises 33,024 acres. Forty-nine percent of the population is Hispanic, 31 % white, 13% Asian, 6% Black and 1% other. The
median household income Is $49,065 (City Of Chula Vista). Twenty-five percent of the population is 14 years of age or under.
The vision of the Recreation Department is a community that achieves learning, self-discovery, balance, and essential life
skills through recreation. Our mission is to enrich our community through recreational opportunities and services. Our values
include; Integrity, Respect, Professionalism, Accountability, Commitment, Teamwork and Fun.
The Recreation Department offers a variety of recreation and leisure services to the community. These services include nine
key areas identified as being representative of the Department's functions: Aquatics, Athletics, Seniors and Therapeutics,
Centers and Schools, Facilities and Fields, Communications and Marketing, Staff and Volunteers, Finance and Management.
The City's Recreation Department is growing along with the rest of the City. The Chula Vista Recreation Department opened
three new Recreation Center's in 2007. The three centers are Veteran's Park Community Center, Salt Creek Park Community
Center, and Montevalle Park Community Center,
Part II - Application Part II
Page 7 of 27
SCOPE OF SERVICES
11. Scope of Services
a. Proiect Descriction Describe the proposed service/activity/project to be carried out with the
funds requested. If the proposed project is ongoing, specify why the funds are needed to
serve low and moderate-income persons. Discuss the cost-per-beneficiary in relation to
private and ather organizations delivering similar services. Piease nate what proportion of
the proposed budget will support direct services to homeless people. CDBG funds can only
be used for expenditures which directly benefit CDBG-eligible clients.
The CDBG funds will be used for direct service delivery to the community as well as staff trainings and operating expenses
such as printing, recreation supplies and equipment. The Therapeutics Section aiso uses volunteers to help with various
programs and day camps. Our voiunteers provide support staff with administrative assistance, programs, special events,
dances and day camps. The City Of Chuia Vista General Fund is another source of funding the Therapeutics Section relies on
for operation of services.
b. Taraet Groue Quantify the number of iow- and moderate-income persons/households to be
assisted per service/activity/project.
The Therapeutics Section does not track income levels of its participants in any of our department programs. Statewide,
everyone with a disability is considered 'low income'. Demographic infonnation is documented by the participant's parents
filling out a mandatory Health/Waiver fonn which contains contact infonnation and other pertinent infonnation for our staff.
Quarterly surveys are given to parents to complete to measure the programs success.
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
The Therapeutics Section currently promotes all programs, activities and special events in a publicized bi-monthly calendar and
flyers to participants, schools, community organizations and advocates, rehabilitation hospitals and group homes. Also, we
have our outreach infonnation on the city's web page www.chulavistaca.gav/rec and a quarterly brochure that lists ail
department programs. In addition, the recreation supervisor iI or part-time staff participate in community outreaches to speak
or pass out our infannation to those in the community who are disabled or organizations, schools who wort< with those with
disabilities.
12. Performance Schedule
On a separate page, prepare a Work Plan for implementation/completion of the services and
activities identified in the Scope of Services. In addition, yau will be required to indicate
performance measurements as they relate to the activities of your project. A suggested format is
included on the following page.
Part II - Application Part II
Page 8 of 27
13. Project Budget
On a separate page, prepare a budget summarizing the use of proposed CD8G funding and all
ather resources availabie for the project. A suggested budget summary worksheet Is included in the
following pages. Please revise the form and annotate budget items as they relate to your project.
Part 11- Application Part il
Scope
14. Work Plan
(Prepare a Work Plan for implementation/completion of the services and activities Identified In the Scope
of Services)
Work Plan (Identify activities and completion dates)
1. Provide community presentations and resource outreach to On-going
agencies and schools interested in programs for those with
disabilities.
2. Distribute bi-monthly calendar of events to Chula Vista residents, On-going
surrounding community organizations and schools.
3. Register/Sign up 'new" participants who reside in Chula Vista and On-going
the surrounding South bay area.
4. Distribute quarterly surveys to participants/families at various On-going
programs and day camp.
5. Collaborate with organizations like the San Diego Adaptive Sports On-going
Foundation, Greg Rogers Elementary Schooi and City of San Diego
Disabled Services to provide increased awareness and additional
programs to residents.
6. Train staff on current diagnoses, adapting equipment and activities. On-going
Part 11- Application Part II
Scope
15. Additional CDBG Financial information:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no, proceed to question 10.B.) Yes 181 No 0
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMB Circular A-133?
Yes 181 No 0
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concems, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes 0 No 181
c. If the Agency was not required to have an audit per standards of OMB Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDBG grant
funds within the audit's scope? Yes 0 No 0 N/A 181
B. If the organization has not had a financial audit, please explain the reason.
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes 181 No 0
D. Does the agency certify that no public funds will be used for lobbying? Yes 181 No 0
E. Has the agency previously administered CDBG funds?: Yes 181 No 0
If yes, please describe the agency's experience with CDBG funds:
The Recreation Department has received CDBG funding for a variety of programs for a number of years. Departmental
staff are well aware of regulations and reporting requirements.
Part II - Application Part II
16. National Objectives for the COBG Program: Programs must meet National Objective 9570.20 #1
for the CDBG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
@) Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
X 2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
- income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
51 % Low-/Moderate-income per Official HUD Income Guidelines (Appendix A).
@) Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons "!.
served?
_ (b) Presumed Benefit: The facility will exclusively serve (check one):
_ elderly persons (over age 62) _ battered spouses
illiterate adults (not ESL) persons living with AIDS
= homeless persons = migrant farm workers
abused & neglected children _ severely disabled adults
See Appendix E for the definition
X (c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderata-income persons (i.e., food
banks, clothing banks, facilities serving residents of public housing)
Part II - Application Part I[
Scope
17. Measuring an Objective and Outcome of Public Service Activities for the CDBG
Program: In addition to meeting a CDBG National Objective and eligible activity test for
the CDBG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUD's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more information htto://www. hud .oov/offices/cod/aboutloerformance/trainino/ch08. odf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
X 1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An atter-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. _X_Sustainability- Public Service activity aimed at improving
communities or neighborhoods
2. Decent Housing: Public service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _Affordability- Public Service activities funded to make housing
affordable.
. _Sustainability- Public Service activities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Exampie: Operation costs for a jobs transportation
program, job training program, literacy program.
. _Affordability- Public Service activities funded to support
economic opportunities.
. _Sustainability- Public Service activities funded to sustain
economic opportunities.
Part II - Application Part II
PERFORMANCE MEASUREMENTS
(List major activities, the direct product/service numbers for each activity and the direct outcome/benefit
of the activity.)
ACTIVITY INDICATOR OUTCOME
(What lhe program does to fuUIII ns mission) (The direct products of program (Beneflls lhal resulllrom lhe program)
actlvnles)
Service #s
Spring Session Camp Sunrise Provide a day camp in the Spring from Increased self esteem, improved
9am-2pm to a minimum of 10 and a . social skills, independence and
maximum of 25 participants with encourages a healthy recreational
special needs that includes arts & experience for program participants
crafts, sports & games, exercise &
dance and a fieldtrip Improved quality of life for program
oarticloants
Wheelchair Sports Provide a variety of wheelchair sports Increased strength and endurance,
i.e. basketball, rugby and soccer to a leam to propel wheelchair while
minimum of 5 participants with playing a sport, leam teamwork and
permanent physical disabilities. sportsmanship with peers.
Improved quality of life for program
oarticicants
Youth Inclusion Provide 1 :1 Inclusion Aide Assistance Increased self esteem, independence,
to participants with special needs in and social skills while developing new
order to participate in programs with skills and leisure activities.
their non-disabled peers in
departmental recreational classes i.e.
learn to swim, day camps, specialized Improved quality of life for program
ciasses. oarticioants.
Part II - Application Part II
--
18. Process Evaluation: Describe how the program will collect data and maintain records to track program
activities. Example: Documentation of program participation via sign in sheets, meeting minutes describing actions
taken, agendas. and fiies for news letters naming the City of Chula Vista and HUD as the funding source.
1. Health Forms I Liability Waivers
2. Sign in sheets
3.
4.
3.
19. Outcome Evaluation (List Three Outcomes): Describe how each activities will be measured to determine if
progress has been made to become self sufficient. Example: Interviews, work out plans, pre-and post- surveys.
1. Parental surveys
2. Staff Feedback
2.
3.
20. Key Staff Persons:
receiving services.
Recreation Supervisor II
Please describe the qualifications of key staff that will have direct contact with clients
Bachelor's Degree in Recreation Administration emphasis in Recreation Therapy, National
Therapeutic Recreation Certification, 15 years experience in Clinical and Community
Therapeutic Recreation. Currently CPR, AED and First Aid Certified.
Recreation Specialist
Bachelor's Degree in Therapeutic Recreation, 22 years experience in
Community Therapeutic Recreation. Currentiy CPR, AED and First Aid
Certified.
College students or experienced staff who have worked with the disabled population or are
comfortable working with those with disabilities. Currently CPR, AED and First Aid
Certified.
High School students who are experienced with the disabled population or are interested in
working with or have a 'loved one' with a disability.
Recreation Leader II's
Recreation Aides
21. Subcontractors (if any): Please list the names of subcontractors that will be used to carry out this activity.
NONE
Part 11- Application Part II
Scope
(if Subcontractors are
used please use additional line item budgets).
Program Expenses
1. Recreation Su lies
$1800.00
3. Wearin A arel
$5772.00
$415.00
4.
5.
6.
7.
8.
Personnel Costs
9. Salaries (Include title and
name of staff person)
Various Recreation Speciaiists
Jim Craig, Michelle Greer
Various Recreation Leader ii's
Roxanne Knight, Kasumi Matuz.
Monique Cronin, Alex Garibay,
Katie Delgadillo. Chris Wells,
Vanessa Un in co. Co Concha
Specialists
$2655.00
Leader II's
$13,761.00
10. Benefits (describe)
PERS
Medicare
PARS
Medicare
Specialists
$485.00
$38.00
Leader II's
$501.00
$199.00
Total Costs
$ 25.626.00
$
$
Part II - Application Part II
I Tab No.8
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
WizKidz Program
Organization/Dept .:
Recreation Department
Project Description:
The program offers scheduled and supervised activities designed to be educational and healthy
during afterschool hours.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$12,299 $12,299
Specific use of funds:
Supplies and Personnel Costs
HUD Matrix Code: Citation:
050 - Youth Services 570.20Hel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Help the Homeless : No . Help Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment CDBG National Objective:
80 -
Exempt I # of Units - Type ot Units! Low Moderate Income Clientele
Agency Name: City of Chula Vista, Recreation
De artment
Applicant Name and Address:
City Of Chula Vista. Recreation Department
276 Fourth Avenue
Chula Vista CA 91910
Agency Director:
Buck Martin. Recreation Director
Name and Title
619-409-5966
(Area Code) Telephone
bmartin@ci.chula-vista.ca.us 619-409-5925
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utilize CDBG funds for the purposes stated within
the applicable regulations. (SIGNATURES MUST BE IN BLUE INK)
Signature of Agency Board President/Date
Signature of Agency DirectorlDate
Printed Name of Agency Board President Printed Name of Agency Director
~ Attach a copy of the board resolution authorizing submittai of this application to be considered
for CDBG funds be submitted
1. Program Name WIZ KIDZ
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Michelle Castagnola 619-409-5955
Name (Area Code) Telephone
619-409-5980
Area Code) Fax Number
2. Program is New for our agency 0 An Ongoing Program ~
3. Brief Description of Program (CDBG Eligible Activities are available at ~570.200, ~570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
The Wiz Kidz program is an after-school program for elementary school children. The Wiz Kidz program
ill operate at Otay Recreation Center within the City of Chula Vista. The program site will operate Monday
ll'ough Friday after school at the Otay Recreation Center, serving children from primarily Otay Elementary
chool, and local elementary schools within the immediate area. The program will operate for 38 weeks
uring the school year, for three hours each day Monday through Thursday and four hours on Friday.
The Wiz Kidz program offers scheduled and supervised activities designed to be educational and
ealthful. The first hour each day consists of roll call and homework, followed by snack, and group
iscussion, activity or sport. We are partnering with the Chula Vista Elementary School District's, After
v
. Where are services provided? (If different from agency location)
tay Recreation Center, 3554 Main Street, Chula Vista Ca 91911
5. Please describe your agencies written policies and procedures including how clients are served,
COSG eligibility requirements, compliance with Federal, State, and Local laws?
Programs are planned, administered, organized, and directed by a Recreational Supervisor I, II and III.
Between them they have the direct and supervisory experience to provide the direct youth instruction and to
provide the recreational activities after school, as well as make presentations to the community, organize
fundraising and other activities, and perform required documentation and tracking activities. The program staff
will be recreation leaders with at least a high school education, and some with undergraduate degrees. All
participants are required to complete a registration form providing demographic and emergency information.
CDBG eligibility is determined by a client income survey and the location of the program feeds directly from
Otay Elementary School. Their demographics include a total enrollment of 593 students and is comprised of 85
percent Latino students, 8 percent Anglo students, 4 percent African American students, I percent Asian
students, and 2 percent other students. In addition, 65% of our students are English Language Learners and 85%
of our students are eligible for free or reduced lunch.
I I
6. Total Program Cost:
Actual 2007- $12,299 Proposed 2008- 1$15,571 I
2008: 2009:
Projected 2008- $15.571
2009:
7. Total Number of Clients proposed to be Served in 2008-2009: _80_
Total Number of Clients Estimated to be Served in 2007-2008: _80
Total Number of Clients Served in 2006-2007: Actual _70_
Chula Vista Non Chula
Vista
o
_0
_0
City fiscal year is July 1-June 30th.
Beneficiary Information:
194.63 Cost ($) per CDBG beneficiary (CDBG Request/CDBG
Beneficiaries)
8. Total City Funds Reauested for this Prooram:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Chula City of City of Chula City of Chula City of CDBG
Vista HOME, Chula Vista Vista HOME, Vista CDBG Chula City of
ESG CDBG ESG Vista Chula
HOME, Vista
ESG
Fundina 12.299 15 571
9. Funds Reauested from Other Jurisdictions for this Proaram
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exceed four (4) pages, excluding the performance schedule and budget.)
a. Need Document the need for the project/program. If the project has been funded before, what
have been the primary accomplishments?
Chula Vista is one of San Diego County's most ethnically and culturally diverse communities. The city
is less than ten miles from the USlMexican Border. The Otay area is located in the southwest portion of Chula
Vista. Castle Park Middle School has a total enrollment of 1203 students. The school community is
compromised of a total enrollment of 593 students and is comprised of 85 percent Latino students, 8 percent
Anglo students, 4 percent African American students, 1 percent Asian students, and 2 percent other students. In
addition, 65% of our students are English Language Learners and 85% of our students are eligible for free or
reduced lunch.
Many children have both parents in the household working or are from single parent families. The need
for safe and affordable after school programs is of primary importance to the parents in the community as well
as for the overall health and nutrition of the families. This need is compounded by the basic economic
challenges faced by families of which are primarily low-income ethnic individuals. There are a large number of
children and families living in apartment and mobile homes with little park or recreation space. There are
limited fun and quality recreational and educational experiences after school. Otay Recreation Center is the
only recreational facility with a fitness center that provides programs for youth in the southwestern part of the
City of Chula Vista.
In addition the Chula Vista Police Department began tracking police calls for service (CFS) with a gang
element midway through 2004. Between May 30, 2004, and October 31, 2007, there were 991 gang-related CFS
within a I-mile buffer around the Lorna Verde Recreation Center, Otay Recreation Center and Castle Park
Middle School. These 991 CFS accounted for more than 25% of all gang CFS citywide during this time period.
In addition, gang CFS in the I-mile area surrounding the school and recreation centers increased 82% from 2005
to 2006 (the only years with full data available at this time).Between November 2003 and October 2007, 113
girls between the ages of 11 and 13 were involved in crime incidents in the I-mile buffer area, either as victims
or suspects. The number of girls victimized in crime incidents increased 45% between 2004 and 2006. Finally,
between November 2003 and October 2007, police made 22 separate arrests of 12- and 13-year-old girls [no 11-
year-olds] within the I-mile buffer around the school and recreation centers.
b. Benefit Discuss how the project/program provides benefit to low-income persons.
How does the proposed project respond to the City of Chula Vista needs?
The program will operate at Otay Recreation Center within the City of Chula Vista. The program site
will operate Monday through Friday after school at Otay Recreation Center. The program will operate for 38
weeks during the school year, 5 days a week for 2.5 hours each day and 3.5 hours on Fridays. The program will
offer scheduled and supervised activities designed to be educational and healthful. Activities are designed to
build social skills and sportsmanship and will include: sports tournaments, arts and crafts, board games, guest
speakers, field trips, nutrition classes, contests and other special activities. The program anticipates having a
core group of participants. The proposed proj ect will provide services for approximately 80 youth participants.
All funds will provide direct services to youth.
c. Other Resources and Collaboration Identify other potential or actual sources of funds. What fund
raising has the organization done to support the proposed project? What role do volunteers play
in this project? Has your organization developed this project in collaboration with other groups
offering services? What services offered by other community groups complement the proposed
project? Are the proposed activities duplicative of projects operated by other local public or non-
profit organizations?
The program will have fundraising activities to support the program and provide for future funding needs
with activities like community car washes. Weare always looking to a variety of funders and donor sources for
support, such as local business. We have the largest number of volunteers for our department and will continue
to have volunteers support the program. The city has strong network collaboration with community providers
and continues to offer programs and services to augment and enhance existing services. The school in
collaboration with the City also offers an after school program but it is academic in nature and generally has low
achieving students referred to the program.
d. OrQanizational CQcacitv Summarize the organization's background/programmatic capacity.
Does your organization or proposed service fill a unique niche among clients who are not currently
served, or are under-served? Attach a list of the Board of Directors.
The Recreation Department is a department within the City of Chula Vista, a municipal government
entity. The City ofChula Vista, population of201,210, is San Diego County's second largest municipality.
The city was incorporated in 1911, and comprises 33,024 acres. Forty-nine percent of the population is
Hispanic, 31 % white, 13% Asian, 6% Black and 1 % other. The median household income is $49,065 (City
Of Chula Vista). Twenty-five percent of the population is 14 years of age or under.
The vision of the Recreation Department is a community that achieves learning, self-discovery, balance,
and essential life skills through recreation. Our mission is to enrich our cornmunity through recreational
opportunities and services. Our values include; Integrity, Respect, Professionalism, Accountability,
Commitment, Teamwork and Fun.
The Recreation Department offers a variety of recreation and leisure services to the community. These
services include nine key areas identified as being representative of the Department's functions: Aquatics,
Athletics, Seniors and Therapeutics, Centers and Schools, Facilities and Fields, Communications and
Marketing, Staff and Volunteers, Finance and Management.
The City's Recreation Department is growing along with the rest of the City. The Chula Vista
Recreation Department opened three new Recreation Center's in 2007. The three centers are Veteran's Park
Community Center, Salt Creek Park Community Center, and Montevalle Park Community Center. Below is
a sampling of programs, by segment area, including the most recent statistical information on numbers of
customers reached and growth in numbers served.
Centers/School Programs/Community Outreach
. Total center attendance - 1,896,833 (85% increase over FY 05-06)
. Camps enrollment - 2,271 (26% increase over FY 05-06)
. Special events - 246 (52% increase over FY 05-06)
Athletics
. Youth Athletics - 627 teams with a total of 9,405 participants (28% increase over FY 05-06)
SCOPE OF SERVICES
11. Scope of Services
a. Proiect Descriction Describe the proposed service/activity/project to be carried out with the
funds requested. If the proposed project is ongaing, specify why the funds are needed to
serve low and moderate-income persons. Discuss the cost-per-beneficiary in relation to
private and other organizations deiivering similar services. Please note what proportion of
the proposed budget will support direct services to homeless people. CDBG funds can only
be used for expenditures which directly benefit CDBG-eligible clients.
The program will operate at Gtay Recreation Center within the City of Chula Vista. The program site
will operate Monday through Friday after school at Otay Recreation Center. The program will operate for
38 weeks during the school year, 5 days a week for 2.5 hours each day and 3.5 hours on Fridays. The
program will offer scheduled and supervised activities designed to be educational and healthful. Activities
are designed to build social skills and sportsmanship and will include: sports tournaments, arts and crafts,
board games, guest speakers, field trips, nutrition classes, contests and other special activities. The
program anticipates having a core group of participants. The proposed project will provide services for
approximately 80 youth participants. All funds will provide direct services to youth.
b. Taraet Grouc Quantify the number of low- and moderate-income personS/households to be
assisted per service/activity/project.
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
12. Performance Schedule
On a separate page, prepare a Work Plan for implementation/completion of the services and
activities identified in the Scope of Services. In addition, you will be required to indicate
performance measurements as they relate to the activities of your project. A suggested format is
included on the following page.
PLEASE SEE NUMBER 14
13. Project Budget
On a separate page, prepare a budget summarizing the use of proposed CD8G funding and all
other resources available for the project. A suggested budget summary worksheet is included in the
following pages. Please revise the form and annotate budget items as they relate to your project.
14. Work Plan
KEY ACTIVITIES DATE
1. Advertise program at school, attend back to school nights, and host
open house at center for sign ups.
September 2008
2. Run Program, classes/activities, operational 5 days a week.
September 2008-
June 2009
3. Host events, fund raisers and guest speakers for participants in
program.
November 2008,
February and
May2009
6. Administer Participant Satisfaction Survey
May 2009
7. Evaluate crime statistics throughout program.
September and
December 2008 and
March and June
2009.
Part II - Application Part II
Scope
15. Additional COSG Financial information:
A. Did the Agency expend more than $500,000 in federai funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no. proceed to question 10.B.) Yes 0 No 0
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMB Circular A-133?
Yes 0 No 0
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concerns, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes 0 No 0
c. If the Agency was not required to have an audit per standards of OMB Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDBG grant
funds within the audit's scope? Yes 0 No 0 N/A 0
B. If the organization has not had a financial audit, please explain the reason.
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes ~ No 0
D. Does the agency certify that no public funds will be used for lobbying? Yes ~ No D
E. Has the agency previously administered CDBG funds?: Yes ~ No 0
If yes, please describe the agency's experience with CDBG funds:
16. National Objectives for the COBG Program: Programs must meet National Objective 9570.20 #1
for the CDBG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technicai assistance if you are not sure which box to check.
1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
[@ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
X 2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
- income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
X 51% Low-/Moderate-income per Official HUD Income Guidelines (Appendix A).
[@ Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons o/c
served?
(b) Presumed Benefit: The facility will exclusively serve (check one):
_ elderly persons (over age 62) _ battered spouses
illiterate adults (not ESL) _ persons living with AIDS
homeless persons _ migrant farm workers
abused & neglected children _ severely disabled adults
See Appendix E for the definition
X (c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (Le.. food
banks. clothing banks, facilities serving residents of public housing)
Part II - Application Part II
Scope
17. Measuring an Objective and Outcome of Public Service Activities for the CDBG
Program: In addition to meeting a CDBG National Objective and eligible activity test for
the CDBG Program - Choose the most appropriate box beiow (1 or 2) to show how the
program meets HUD's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more information http://www. h ud. qov/offices/cpd/a bout/performance/train i nq/ch08. pdf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
X 1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. _Sustainability- Public Service activity aimed at improving
communities or neighborhoods
2. Decent Housing: Public service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _Affordability- Public Service activities funded to make housing
affordable.
. _Sustainability- Public Service activities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. _Affordability- Public Service activities funded to support
economic opportunities.
. _Sustainability- Public Service activities funded to sustain
economic opportunities.
PERFORMANCE MEASUREMENTS
(List major activities, the direct product/service numbers for each activity and the direct outcome/benefit
of the activity.)
ACTIVITY INDICATOR OUTCOME
(What the program does to fulfill its mission) (The dlred products of program (Benefits that result from the program)
activHles)
ServIce #s
Example: Example: Example:
Provide after school program 5 Provide after school program Improved access to after
days per week for elementary for 80 children throughout the school program far program
school children. 08-09 school year. participants.
Improved quality of life for
Drooram Darticioants.
.-
18. Process Evaluation:
Documentation of program participation occurs via registration information and daily sign in
sheets. Program is advertised in the City's Recreation Brochure and flyers.
19. Outcome Evaluation (List Three Outcomes):
Evaluation of the program to measure success: evaluation is an ongoing process that takes place
from the enrollment of participants to termination of services, and relies upon several measures. These
will include 1) general intake information including age and geographical residence, 2) base line and
quarterly measurements from the Chula Vista Police Department to include crime statistics for the
population being served, 3) a post satisfaction survey to both participating youth and their parents.
20. Key Staff Persons:
The program staff at recreation centers will be recreation leaders and recreation aide with at least
a high school education, and some with undergraduate degrees.
21. Subcontractors (if any): Please list the names of subcontractors that will be used to carry out this activity.
NONE
Part II - Application Part II
Scope
g"." er. ,~ i$'~ ,".. · (if Subcontractors are
used please use additional line item budgets).
Program Expenses
1500
1. Suppiies
2.
3.
4.
5.
6.
7.
8.
Personnel Costs
9. Salaries (Include title and 13.375
Recreation Aide
name of staff person) Yadhira Gutierrez
Leader Brandon
Gibbons
696
10. Benefits (describe) Medicare and PARS
Total Costs $ 15,571 $ $
I Tab No.9
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Youth Prevention and Diversion
Organization/Dept.:
South Bav Familv YMCA
Project Description:
South Bay YMCA will be providing several services including childcare at several elementary
schools in Chula Vista; Provide after-school support for academic assistance on school campuses
(1 hour each day Mon-Thurs), Provide support and assistance in comprehensive diversion
prevention strategies including youth sports, field trips and other enrichment activities, Provide skills
based learning, youth leadership development, substance abuse prevention and community
service projects through the YMCA Earth Service Corp; conduct a Day Camp program for children
kindergarten through 6th grade and a Leaders-in- Training program for youth 15-17, focused on
leadership development and prevention of at-risk behaviors. These three program services will
reach up to 265 children and youth.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$29,854 $29,854
Specific use of funds:
Proaram Expenses and Personnel Costs
HUD Matrix Code: Citation:
050 - Youth Services 570.20He\
Is the purpose of the activity to:
. Prevent Homelessness: No . Heip those with AIDS : No
. Help the Homeless : No . HelD Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustain ability/ Availability
Environmental Review: Proposed Accomplishment: COBG National Objective:
265 -
Exempt r # of Units - Type of UnitsJ Low Moderate Income Clientele
This program is part of the Youth Prevention and
Diversion Project. For review of the complete
application, please refer to tab No. 13
I Tab No. 10
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Youth Prevention and Diversion
Organization/Dept .:
Chula Vista Beacon Center
Project Description:
The Beacon Center will Increase protective factors for at risk youth by providing a comprehensive
employment opportunities program. Up to 250 youth will receive pre-job guidance including, 75
will be assisted with job searches.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$7,783 $7.783
Specific use of funds:
Proaram Exoenses and Personnel Costs
HUD Matrix Code: Citation:
050 - Youth Services 570.20Hel
Is the purpose of the activity to:
. Prevent Homeiessness: No . Help those with AIDS : No
. Helo the Homeless : No . Helo Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: COBG National Objective:
250 -
Exempt (# of Units - Type of Units) Low Moderate Income Clientele
This program is part of the Youth Prevention and
Diversion Project. For review of the complete
application, please refer to tab No. 13
I Tab No. 11
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Youth Prevention and Diversion
Organization/Dept .:
Chula Vista Bovs and Girls Club
Project Description:
Chula Vista Boys & Girls Club will provide a 6-7 week summer Day Camp for low income youth. The
Boys & Girls Club will train staff and program volunteers to lead/facilitate client education
programs; initiate day camp program and prevention/education programs within camp activities.
This program will reach up to 90 youth, at least 65 of them low income.
Project Location:
Citv Wide
Prior Year Fundina: 2008/09 Recommended Fundinq:
$14,413 $14,413
Specific use of funds:
Proaram Exoenses and Personnel Costs
HUD Matrix Code: Citation:
050 - Youth Services 570.20Hel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. HelD the Homeless : No . Heln Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability / Availability
Environmental Review: Proposed Accomplishment: COBG National Objective:
65 -
ExemDt (# of Units - Type of Units) Low Moderate Income Clientele
This program is part of the Youth Prevention and
Diversion Project. For review of the complete
application, please refer to tab No. 13
I Tab No. 12
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Youth Prevention and Diversion
Organization/Dept.:
Chula Vista Police Athletic Leaaue
Project Description:
PAL will provide two scholarships to a Junior college for low income students.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$5,000 $5,000
Specific use of funds:
Proaram Expenses and Personnel Costs
HUD Matrix Code: Citation:
050 - Youth Services 570.20H e)
Is the purpose of the activity to:
. Prevent Homeiessness: No . Help those with AIDS : No
. Help the Homeless : No . Help Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/Availability
Environmental Review: Proposed Accomplishment: COBG National Objective:
2-
Exempt I # of Units - Type of Unifs} Low Moderate Income Clientele
This program is part of the Youth Prevention and
Diversion Project. For review of the complete
appl ication, please refer to tab No. 13
I Tab No. 13
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Youth Prevention and Diversion
Organization/Dept.:
South Bav Communitv Services
Project Description:
SBCS will provide assessments for up to 280 youth referred to the Juvenile Diversion Program by
CVPD, SARB, and develop treatment plans and assign youth to appropriate intervention activities,
such as Teen Connection/Lifeskills groups (8wk), and anger management programming-gender
specific for males and females; Graffiti eradication classes or community Service; Pregnancy and
violence prevention: Tutoring; Job readiness workshop; Mental Health Services: for youth 8-17;
Peer leadership program and groups; Sally Ride Science Club for girls.
A bilingual job specialist will assist at risk youth to create resumes, prepare for interviews, locate
and link to employment opportunities.
Project Location:
Citv Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$39,550 $39,550
Specific use of funds:
Procram Exoenses and Personnel Costs
HUD Matrix Code: Citation:
050 - Youth Services 570.20lfel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. HelD the Homeless : No . HelD Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: COBG National Objective:
280-
ExemDt {# ot Units - Type of Units! Low Moderate Income Clientele
~~
\'
u, ~pfemental'Appricatf9n
DEPARTMENT
,,'::...,:<:',;;:,"',
dress:
Agenc Birector:
-
Kath n Lembo, Executi
Name and Title
~.> "
''',...'.''...m..';''','".'"
,,,.,<::,<',,",""'.'.;'.
;:"'~:~Y+:;;,;I_~{~-0jJ";d{::~i;;!;;
;:"",.-.
Agency Name: I
pplicanf'Na'me an
iAgenty~InforfT1atio
· JAN 04 REG'll
South Bay Community Services
1124 Bay Blvd., Suite D
Chula Vista, CA 91911-7155
(619) 420-5094 ex!. 145
(Area Code) Telephone
klembo@csbcs.org (619) 420-8722
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utilize COB s for the purpose stated within
.~ ar:>plicabl~ regulations. (SIGNATURES MUST BE IN LU INK)
~... . , ./.. i ~ ~'t. ,~;. , .tr
Signature of Agency Bard Presid t'Date gnat e of Agency Director/Date
Maria Guasp th .' n Lembo
Printed Name of Agency Board President Printed Name of Agency Director
~ Attach a copy of the board resolution authorizing submittal of this application to be considered
for COSG funds be after
':";,,,'"
..... .~Program;rl1t:6rmation
;'.'";~?::;i~';,?~~~~:t:'10~1~~;..~:'~'~,,,,":: ~",
;"i.C';:; -.,,.,. ..". ...
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1. Program Name Prevention & Diversion Pro'ect for At-Risk Youth
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Kathryn Lembo (619)420-5094 ext 145
Name (Area Code) Telephone
2. Program is New for our agency 0 An Ongoing Program IZI
3. Brief Description of Program (CDBG Eligible Activities are available at ~570.200, ~570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
The mission of the Project is to provide area youth with the services, support, and opportunities they
need to lead healthy and productive lives. SBCS, along with subcontractors (South Bay Family YMCA
BEACON Center, & Boys & Girls Club & PAL), will provide services to area at-risk youth before, during and
after school. designed ta increase healthy protective behaviors and decrease risk factors that lead to
law enforcement or social service involvement.
Part II - Application Part Ii
Page 3 of 27
4. Whare ara services provided? (If dlfferant from agancy location)
Services areprovided at the Chula Vista Police Department (SBCS' Juvenile Diversion Program), at South Bay
Family YMCA's focilitifJs, at the Chulo Vista Boys and Girls Club Facility, at the BEACON Center (Family
Resource Center at Vista Square Elementary School). and by the Police Athletic League through the
Chulo Visto Police Department.
5. Please describa your agencies written policies and proceduras including how cliants are
served, COBG eligibility requirements, compliance with Fedaral, Stata, and Local laws?
SBeS and subcontractors have extensive policies and procedures goveming how clients are served,
including sections in the SBeS Employee Handbook that govern confidentiality, client relations, reporting of
child abuse and threats of violence, and protocols to use with children, as well as an extensive code of ethics.
SBeS' General Policies and Procedures govem respect for clients, client grievances, zero tolarance for
fraudulent conduct, training, home visiting, maintenance of confidential files, and many other issues. SBeS
and subcontractors comply with ail Federal, State and Local laws.
Staff determine if clients fall within income guidelines for provision of CD8G eligible services, utilizing pay
stubs or other Information to determine income level.
After a comprehensive intake meeting, Staff develop a written plan with the clients to assist them in
establishing objectives and goals that will help them address the issues that have brought them to us (e.g.,
problems in school, possible contact with law enforcement or social services, need for job development
services, after schooi programming, recreation activities, etc.),
Individual confidential files are maintained on each cilent to document client progress toward their goais.
Part II - Application Part II
poge 4 of 27
I I
6. Total Program Cost:
Actual 2007- $1,801,793 Propos@d <1008. Is 131 ,~OO~_~ ]
;1008: 2009:r@qu@st
Proj@ct@d 2008. $1,890,917
2009:
Chula Vista Non Chulll -
Vista
7. Total Numb@r of Cli@nts proposed to be Served in 2008-2009: 885
Total Number of Clients Estimated to be Served in 2007-2008: 885
Total Number of Clients Served in 2006-2007: Actual ~
City fiscal year is July 1-June 30th.
Beneficiary Information:
$148 Cost ($) per COBG beneficiary (CDBG Request/CDBG Beneficiaries)
8. Total Citv Funds Requested for this Program:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Chula City of City of Chula City of Chula City of CDSG
Vista HOME, Chula Vista Vista HOME, Vista CDBG Chula City of
ESG CDBC; ESG Vista Chula
HOME, Vista
ESe;
Fundinq 96 600 96 600 131,000
- -
9. Funds ReQu@st@d from Other Jurisdictions for this Program
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
SD County Juvenile 200,000 Contract 200,000 contract per
Diversion -. vellr throuoh 08.09
SD COl.lntv Probation 1 364 421 Contract 1 364 421
CVPD 119,520 Contract
Donations <lnd 21,252 Private funding 21,252
Foundations
f'arlll- Applieqtion ParI II
Pag@ 5 of 27
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You mClY (Idjust the spClclng CIS necessClry, however the body 01 the
Clppllcatlon may not exceed four (4) pClges, excluding the performance schedule Clnd budget.)
a. ~eeQ Document the need for the project/program. If the project hos been funcled before. whot
helve beliFl the ~ri!'l'le;lrY eleeoffiplishmlJnls'
Youth within owr eity ere ot risk IOf involvement In juvenile justice and sociol services systems through exposurE! to
criminal <:lctivilies, illegol dru\:js &. (:lther risKS: Ifor 6xomr::>le)
. Each year Ihe Chulo Vis to Police Deportment, SChool Attendance Review Boords, and Student Study Teams
refer over aoo youth Ie> sacs ler OivilrsioA services.
. According to 0 recent informational flyer from SANDAG (October 30.2006) de toiling 2005 meth use among the
leen arreslee population os pcrt of their Subslance Abuse Monitoring ISAM) project, "meth use has increased
among the arrestee population over the post several y!!ors." ond among juveniles the most common reason
for first trying meth is becouse their friends were using it.
. According to the CVPD, there ore currently 7 gongs that claim territory in Chula Vista. with at ieost 350 total
members. IThere ore olso probobly 550 ather gang members that have some invoivement here).
. The teen unintended birth rote, though decreosing, stili remains high: the South Region has the 2nd highest
rote in the County and Chulo Visto has some regions that ore designated "hot spots" by the State because
of the high teen birth rate.
SBCS and subcontractors are major portners in our city's primary system for meeting the needs of children
&. youth who ore ot risk of involvement in the social service or juvenile justice systems. We ore asking for
the funds we received lost year (though they were less thon requested). This comprehensive system of
youth services, support, ond opportunities is pivotal to the healthy deveiopment of youth 8. their smooth
transition to adulthood. These activities clearly help reduce delinquency, substance abuse. and schooi
faiiure, while promotin9 youth development. By working together, we ensure a smoother continuum of
services. avoid dupllcotion, and increase occess to resources and opportunities to assist our community's
youth to reach tlgeir fullest potentiol.
b. Benefit Discuss how the prClject/program provides benefit to low-income persol'1S.
How dOBS the proposed i:lrojecl respond to the City of Chulo vlsto needs~
The pragram bene/Its low income Chulo Vista families by providing them free resources to address a wide
array of challenging child and family issues ond needs: free ofter school octivitles, ofter schaal child care:
juvenile diversiOA services: job develo[:)ment activities. and 0 chonce for a schoiorship to junior college.
c. Other Resour\=es and CollaboratlolJ Identify other potential ar actual sources of funds. Whot fund
roisinl;) hels the ori;lonization done to support the proposed project? Whot rolE!! do volunteers ploy
in this preieet~ Hos your orgonization developed this project in collaborotion with other groups
olferin\;! services? Whot services olfered by other community groups compiement the !:iroposed
praject~ Are the proposed octivities duplicative af projects operated by other locol public or non-
profit organizations?
SBCS' programming is olso supported by funding from San Diego County Diversion. the Chulo Vlsla Police
Deportment. the SO County Probation Deportment for the Community Assessmel'1t Teom ond by
Foundotion funding. Valunteers{Coufl5eling ond/or social work interns) may provide some of the
counseiing far participants, under supervision by licensed stoff. Volunteers moy 0150 i:lrovlde child care or
transportation for YOuth to community Elvents. Any volunteers are subject 10 the some background
cheeks os paid stoff. This project is a long term lover 10 year) cooperative effort between 5 agencies that
provide eomi:l1ementory. not duplieotive, services to youth in aur community (SBCS, Boys ond Girls Ciup.
South Boy romily YMCA. BEACON Center, ond Police Athletic league). We provide differing services ond
so we refer to each other when 0 youth needs the other's services. There is no other group performing
thil$!!: services in the South !l\oy.
d. OraaoizCltlonal. ~aDac:l!V Summorize the organization's bockground/progrommatic copocity.
Does your Qrllonizotion or proposed service fill 0 unique niche among clients who are not currently
served, or are under-served? Attach 0 list of the Board of Directors.
South !'lay Community Services ISBCS) is 0 36 yeor old ml,Jiti-service and community development
erganlzatlon, (;J privote, 501 (ell3) nonprefit or~onlzajlon whose mission is to provide children, YOl,Jth, and
~~
Pert 11- Application Part II
Page 1\ of 27
fomiiles in the South Boy ClrElO with services which reinforce the family's role in our community ond ossist
ineJividuols to os~ire reollstle:olly te lives of self..fuifiliment. This Is oddressed throu!;lh the provision of
culturolly competent bllinguol (Engllsh/S~eH'1ish) services oimed ot the following generol purposes: To
provide counselinG} ond educotlon for children, youth, ond fomliies; To provide oreo coreer opportunities.
exploration, ond exposure; To provide outreach and educotion in the community; To provide community
development one:! sociai service octivlties: To provide prOgroms for children, youth, ond fomHles In high-
risk situations. SBCS' style is committed to providing respectfui services based on community strengths,
needs ol'ld 90015. SBCS wos created by dedicoted, caring community members ond continues to receive
guidance ol'ld direction from them. secs begeJf1 os 0 treatment center for drug obusing teens ond hos
evoived ond exponded in resr:>onse to the growing needs 01 the community, ond currently prevides
services. support ond opportunities ler over 20,000 individuols ond families eoeh yeor, ond im~octs more
thon 50,000. Youth as weli os odult community members ore involved in the design, delivery ond
evoluation 01 011 SBCS octivities. Current secs Deportments:
FAMILY WELLNESS AND SELF SUFFICIENCY DEPARTMENT: is an integrated continuum 01 service strategies
and progroms which ore focused on recognizing the strengths, ossets, ond resiliency 01 families that come
into our agency for services and building on those strengths and assets to help them develop long term
independence and self.sufficiency. Services include a continuum 01 short term and tronsitlonal sheiters:
lood & clothing; Temporary Restroining Order assistance; advocacy with community ogencies;
transportation: support groups ond child care whiie mothers ore In groups; parent-child interactive
parenting groups: employment oc~ulsitlon ond retention support; independent living skills training;
counseiing and other SU;lportive serviees. The Deportment includes the 24 hr/7 doy Domestic Vioience
Response Team (flortnered with 4 locol low enforcement deportments). which responds to Domestic
Violence calls ond ossesses for the risk of child abuse, then follows up with sheiter ond supportive services.
No other non"proflt provides these serviees in the South I!oy orea 01 Son Diego County.
YOUTH AND FAMILY DEVELOPMENT DEPARTMENT (YFD): are focused on recognizing the strengths. assets.
and resiliency 01 youth, in particulor those who are transitioning to adulthaod, often without the salety net
of adults and/or fomily to !:lIve them su~port, ond maximizing the potential for their iong term heolthy
development by enceuraging their creotlve obillties within 0 fomlly ond community context, while
ossisting them in ocquiring the skills and competencies they need to develop sell-sufficient lifestyles.
Programs include 0 continuum of shelter and supportive services (for Runawoy & Homeless youth and lor
former loster youth) as well os 0 Teen Recovery Center 8. other youth development activities ~Ius
community educotion end sl!/rvice projects.
HEALTH & DEVELOPMENTAL SERVICES: First 5 Heaith 8. Developmental Services' progrom develops end
implements integrated networks 01 services that address the health and development needs 01 children
birth through 0ge .5 in the Heolth ond Human Services Agency (HHSA) South I!oy Region, The program
focuses on school readiness ond sacs provides 0 unique preschool built In cooperation with CV
Elementary School District providing comprehensive school readiness services to children 0-5 In lomiiles
affected by Domestic vioience, utill~inl;l Seniors os facilitators and mentors. The ciossroom serves as 0
central site in whieh sacs lociiltates a culturoily competent Child Oeveiopment Program providing a
range of tailored serviees designed to overcome the systemic and progrommetic borriers thot currently
prevent young ehildren who hove been exposed to domestic violence from entering school ree;ldy to
iearn.
COMMUNITY DEVELOPMENT DEPARTMENT: promotes community development and neighborhood
revitalizotion by ereoting offordabie housing options, homebuyer educotlon, offordable aportment
relerrols, rent guorantees, neighborhood improvement projects, ond economic advoncement
opportunities lor low Income South Boy fomilies. S6CS hos more thon 428 units of housing.
Port il - Applleotien Port II
P(:'IQIi 7 lOll 27
SCOPE OF SERVICES
11. Scope of Services
a. Proie4;it ~eserietlon Describe the proposed service/activity/project to be carried out with the
funds reQuesteeJ. If the ~rof')esed j:lroject Is ongoing. s~ecily why the lunds ore needed to
serve low end l'Tloderote.lneome ~ersons. Discuss the cost-pElr-beneficiary in relotion to
~rivete ond othElr organizations delivering similor services. Pleose note whot proportion 01
the pro~esed budget will sup~on direct services te homeiess people. COile; funds ean only
be used lor expenditures which direetly benefit CDBG-ellglble clients.
Overall CIa\:!? of the Droleet: Provide a bilingual, culturally appropriate Prevention & Oiversion program to
at-riSK children, youth, cnd families In the community that includes prevention. Intervention. and
supportive services. giving them the opportunities they need to lead heaithy and productive lives.
At-riSK children and youth con be referred to <:1 continuum 01 Prevention and Diversion services end case
manegement IElrvicllS.
.Services will Include a comprehensive Prevention and Diversion program for 630 youth and
.A range of recreatiClnal and educational eetlvilles year-round to assist 255 youth in developing i'leaithy
lifestyles (induding r;lfOviding 0 sehoiarshir;l for Q youth to compiete Cln AA degrl!le ot Southwestern
Colla!;!e)
After comprehensive strengths-based assessments, individual youth are assigned to a range of before,
during and Cllter.school activities to address the challenges in their lives (personol or lemiliol, alcohol or
substance abuse, school chollenges. parental neglect, lOCK of parental supervision, etc). Case managers
or supervisory stalf will track service provision and progress over time. refer to additional services if
needed, and document and report on overall outcomes, which SBCS will gather and report to the City.
Ti'le cast per beneficiory is: $148. There's no compansCln since there is not another organizotion /group
delivering the saffle ciuster of services.
This is not a program that is focused on serving the homeless, but is focused on serving low income
children and their families that would not have the benefit of these services if they hed to PQY for them,
However. a small percentage 01 the progrQm recipients may be homeiess and in shelter with SBCS.
b. TarClet Groue Quentlly the number 01 low- and moderate-income persons/households to be
essisted per serviCa/Octivity/project.
These services will target 885 low ond very iow incame youth In Chula Vista end their femllies,
c. Qytregch Discuss outreach elforts for the proposed service/octivity/project.
secs stolf regulClrly attend community coiloborotlve meetings in the South Bay and in other areas,
during whici'l they shore In/ormation ebout our programs. We ensure that program information is
known to the County's informetlon 211 ReSOUrce stafl.
12. Performance Schedule
On a separate page. prepare 0 Work Plan for implementation/completion 01 the services and
activities Identified in the Scope 01 Services. In addition. you will be reCluired to indicate
performance measurements as they relate to the activities of your project. A suggested lormat is
included on ti'le following page.
Pon II - Applieotion Pert II
Page 8 of 27
13. Project Budget
On a separate page, prepare a budget summarizing the use of proposed CD8G funding and all
other resources avoiloble for the project. A suggested budget summary worksheet is Included in the
following pages. Please revise the form ond annotate budget items as they relate to your project.
Port II - Application Port II
Scope
~1iiiGil~I+~r~.fll1t~~~PI"1ff.~~~ (if Subcontractors are
.'~","",o.ii<;;ZX,.~~~t"~i~Y,M~!j~~1L"""'"Lt~~~~m~tmJ
used please use additional line item budgets).
----------------------~--~~ - --~ --- -----
BUDGET ITEM CHUlA VISTA OTHER OTHER TOTAL
COBG List Other List Other
Progrpm ExpenSlilll
- "... - 57,000 135.360
1, $uocontrector$ 7a,S6e
2. Audit and contracted 1.500 2,700 4,200
3. Insurance, pO$tage and 750
printing 12,150 12,900
4. Office & Proeram SUBOlies 2,065 248 945 251,010
--
5. Telephone, utilities and renl 1 050 78.904 79,954
- . -
6. Travel, mileaoe and tr!linin" 0
. --. . .- - --.. . -
7. Equipment(rentallease or
purchase) 0 17.200 17 ,200
3' Repairs &. maint~~ance, 0 7.100 7.100
_ UeS and advertisin -
-". .. .- .-- -. .- - .. 0" _ .
9. Indirect/Admin 145,157 145.157
'''.. ... - - .... -
Personnel Costs
10. Selaries Contract
Cer1'mlianca staff) sa.750 1,002,061 1,040,811
-- - - ---'.
11. aenents & I"R texes 6.525 188.700 197,225
. . ...- '.~' -.- -. ..... - _.- $ -- --
Total Costs $ 37,500 1,759.917 $ . 1,aSO,S17
. PQrfil";Appli~atipn.Pai(ii
14. Work Plen
(Prepare a Work Plan lor Implementallon/completlon of the services and activities Identllled I th S
of SlIrvices) n e cope
Work Plen (Identify activities and campietion dotes)
Provide Juvenile Diversion services for low income Chula
Vista youth
Provide before & after school child care through Chule
Vlste
Provide summer de cem
Provide revention ectivitles for middle school a e outh
Provide summer de eem
Provide employment opportunities program for up to 250
outh
Provide e seholershi for outh to ettend Junior Colle e
Weekly and/or monthly as need
dictates from July 1, 2008 to
June 30, 2009
July 1, 2008 to June 30, 2009
Summer July 1,2008 to Sept
July 1, 2008 to June 30, 2009
Summer July 1, 2008 to Sept
July 1, 2008 to June 30, 2009
July 1, 2008 to June 30, 2009
Part II - Application Part II
Scope
15. Additional COBG Finaneial information;
A. Old the Agency expend more than $500,000 in federal funds within its accounting year,
regard. less of whether such funds were received directly from federal aQ!ncllll or Indirectly
through another agency? (If 1'10, proceed to question 10.B.) Yes ~ No 0
a. Oid the Agency have an independent audit completed within 9 months of the llf1d of its
accounting year, alfld eonsistent with the standards of OMS Ciroular A-133?
Yes I8l No 0
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
conoerns, compliance findings, (luestioned costs or recommendations for improvements in
the agency's flnanellill systems? Yes 0 No I8J
e' If the Agency was not required to have an audit per standards of OMS Circular A.133, did
Agency have an independent audit by a CF'A that included an examination of CDBG grant
funds within the audit's scope? Yes 0 No 0 N/A IZl
B. If the organi<?:ation has not had II financial audit, please explain the re;lson.
e. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injUry and
property damage? Yes I8l No 0
D. Does the agency certify that no public funds will be used for lobbying? Yes I:gj No 0
E. Has the agency previously administered CDSG funds?: Yes IZl No 0
If yes, please describe the agency's experience with CD SO funds:
SBes has succassfully administflred COBO funds for the Thursday's Meal for 10 years. Family
Violence Prevention program for the pasl11 Yflsrs, as well as ESG.COBG funds for the Clast 2 years
and part of the current year, and 11 years of Youth Prevention Services. sacs has also administered
other Public Services funding for a successful Graffiti Eradication program before the City took it over,
and II Teen Center until it was included in the Youth Prevention program.
."-
Port II - AP&llk:f:ljlon Port II
'f'i" " ~. '~" ',~~' '," "ft' ~ 'fi' '.,., ,.~'" ~.." "'''''''/i!ili''' e",
;~rogram;J.n 'Qr""'aUlal'l..j;~~~
.",', .",'_'''''''''.' _ "'"";""'_'~':" .,.";".;v>.c"-""""".~,,"V",,..,,;,,-~~i!,,",..'-,,v'" ;,,,,,;~,,,,,-,,,,,I,~,"...rN,.r9"~
16. National Objectives for the COBG Program: Programs must meet National Objective ~57Q.20 #1
for the CDBG Program - Activities Benefiting I..ow./Moderate-/ncome Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for lecllf'lieal assistal'lce if you are I'lot surl!l which box to cheek.
1. Area Benefit: The project must serve either an area which is primarily residel'ltial and
predominantly low-/moderate.income as determined by Census Tract
i1l'ld Block Group data. Contact the City for this informatlol'l.
Iil Required Attachment: Attach a map indicating the proposed project location and
boundaries of the arlla that will directly benefit from the proposlld projeet. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census iract end Block Group. Please cOl'ltact the each City included in
boundaries for technical assislllnce.
xx 2. Limited Clientele: The project must be limited to servil'lg a predominantly low.imoderate-
- income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
,XX, 51 % Low./Moderate.lncome per Official HUD Incotne Guidelines (AJ:)pendlx A).
~ Attach a copy of Intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons >65 OJ.
s8l'Ved'l
(b) F'resumed Benefit: The facility will exc/l.Islve/y serve (check one):
elderly persons (over age 82) battered spouses
- iiliteratil adults (not eSI.) - persons living with AIDS
~ homeless persol'1s . migrant farm workilrs
abused & neglected children severely disabled adults
- See Appilndlx E for the definition
(c) Nature/Location: Facilities, which due to their nature or location. can reasonably
be assumed to selVl~ predominantly low-/moderate-income persons (1.11., food
banks, clothing banks, facilities sel'Vlng residents of public housing)
Part 11- Api:llJeatioA Port II
Seop"
.~~~:~~~<<Qf:hi~ft~~~M~
17. Measuring an Objective and Outcome of Public Service Activities for the CCSG
Program: In addition to meeting a CDBG National Objective and eligible activity test for
the COBG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUD's Objectives and Outcomes. Contact the City for technical
assistanCe if you are not sure which box to check. Please refer to the HUO webslte for
mare Information httl) ://WWW, h ud. aov/offices/cod/a boutlQerformance/tra in i ng/chO~. odf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcom. (Affordability or SUlitainability):
XX 1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordabllity. Public Service activities funded to support
housing opportunitills in a target neighborhood.
. .,.,XX_Sustainablllty. Pubilc Service activity aimed at improving
communities or l'llilighborhoods
2. Decent Housing: Public service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _Affordability. Public Service activities funded to make housing
affordable.
. _Sustainability. Public Service activities funded to sustain
housing in nflighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
l!lconornic opportunitieli. Example: Operation costs for a jobs transportation
I'lrogrl1rn, job training progrlilm, Iitilracy progl'l!lrn.
. ~ffordablllty. Public Service activities funded to support
ilconomic opportunities.
. _Sulitainability. Public Service activities funded to sustain
economie opportunities.
Port Ii - A~plleojio" F'<;lrt II
PERFORMANCE MEASUREMENTS
(List major activities, the direct product/service numbers for each activity and the direct outcome/benefit
(lithe activity.)
ACTIVITY INOICATOR OUTCOME
(Whal Ihe program doe. 10 lulllllll. mission) (The dlrecl products of program (Benellt. that re.ull Irom Ihe program)
acllvme.)
Service t.
Example: Example: Example:
Provide nutritious, home Deliver nutritious. "hot" meals Improved access to
delivered meals to homebound ta at least 88 homebound nutritional, well-balanced
seniors in Davis seniors in Davis meals for program
participants
Improved quality of life for
r"lroaram oarticicants
ACTIVITY INDICATOR OUTCOME
(Whallhe program doe. 10 lulllll no (The dlrecl produel. 01 program acllvltie.) (Benefits that result from the program)
mission} Service 'S
Provide Juvenile Diversion Provide assessment, case Decrease contact with jUvenile
services for low income Chula management. individual, justice system
Vista youth family and group counseling for
238 youth
Provide before & after school Provide child care for 100 Increase children's safety
child care throuah Chula Vista children before and after school
Provide summer day camp Provide day camp for 65 youth Increase protective factors for
In kindergarten through 6th youth
arade
Provide prevention activities for Provide after school activities Increase protective factors for
middle school age youth for 100 middle school youth youth so they will not be home
alone after school and at risk of
involvement in criminal or
substance abuse activities
Provide summer day camp Provide summer day camp for Increase protective factors for
90 vouth all aaes youth
Provide employment Provide employment Increase youths' ability to find
opportunities program for up to opportunities program and up and keep employment
250 youth to 75 will be assisted with Job
searches and up to 30 will find
emalovment
Provide a scholarship for youth 1-2 youth will receive Increase ability of transitloning
to attend Junior College assistance In attending Junior youth to better their education
Colleae
Part II - Application Part II
'e''''''9'"''""''''G''''''"'''''''''"''''''~''''''''-''''''''~Ilii'L '","","", ",_'.~w.mfi'" '1!l5I'
D ""."",,,,~-~",_" ""gf"" ", '", ""0..,, .
~'!'''L'(',:,~r;0Q:C'Q c. -:;>: .)k'~,i, .,m..:",..'-'-;-' ,:,';' ,:
~-,,,,,,,,,:,"""",,,,,,>,,~"""-'-=".' ".~.,. ,-~...:;
18. Process evaluation: Describl!l how the pro\Jram will collect data and maintain rEloords tG trlile:k program
activities. EXilmple: Ooc:umentation of program participation via sign in sheets, meeting minutes describing actions
taken, agendas, and files for news letters naming the City of Chula Vista and HUD as the funding source.
1. Attendance lists for \i!roup activities (e,g.. sign.in lists)
2. Case mea for thQs!l youth In longer tl!lrffi activitilil5
3.
19. Outcome Evaluation (List Three Outcomes): Desoribe how each activities will be measured to determine if
progress has been made to become self sufficient. Example: Interviews. work out plans. pre-and post. surveys.
1. Clil;lnt Sa!lsfaetiol'l OUllstionnilires
2. Increasa in s!::hool grades (for ti'll'lSe i'laving aclll:femic problems).
3. No further contact with law enforeement.
20. Key Staff Persons: Please des!::ribll the qualifications of key staff that wili have diree:t ~l:lntact with clients
r~!::eiving services.
Elepending on the program element, staff may be profllssional staff with graduate ceunseling degrees; trained and
certified re!::feation staff: !::hild care s~ecialists: or community volunteers. Ail staff who intarae:t directly with !::hildren
and youth have thorough background ci'lecks through the police department and the FBI.
21. Subcontractors (if any): Please list the names of subcontractors that will be used to carry eut this activity.
South Bay Family YMCA 95-2039198
1201 Paseo Magda, CV
91910
BEACoNCefiter~eVee... '95;600061$.
540 G Strellt, ev 91!il10
Chula Vista 60ys Il. Girls .33;026471"1"
Club 1301 ClI<lilndllr St"
CV91911
J:>olice Atfiieil!:i l_eague . 03;o13elll7
315 Fourth AVlilnue. ev. CA
!;l1!:l11
- ~-e,C ) -
42,076.55 (3 programs) All have multipllllocal.
County, State and Federal
fundlilrs
10,969.52. . Slim,
20,313:93 same
5,000 private donations
..
~irt" ii ;;"j':~Riicaliof1 Port II
scoPe
I Tab No. 14
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Family Resource Center
Organization/Dept.:
Chula Vista Community Collaborative
Project Description:
Provide Chula Vista Community residents with advocacy services, referrals and support services to
increase their ability to lead productive and self sufficient lives. The Chula Vista Community
Collaborative will assess families requesting services from the Beacon Family Resource Center and
will connect families to needed services, through coordination of referrals, advocacy and follow
up. A Family Advocate at the Family Resource Center will work with families to ensure families are
connected to support services.
Project Location:
CitY Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$35,000 $35,000
Specific use of funds:
Program Expenses and Personnel Costs
HUD Matrix Code: Citation:
05 - Public Services (General) 570.20Hel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Help the Homeless : No . HelD Disabled Persons : No
Pertormance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
600 -
Exempt I # of Units - Type of Units/ Low Moderate Income Clientele
f\
.:. CDBG Supplemental Application
Agency Information
Agency Name: Chula Vista Elementary School District on
bebalf of the CllUla Vista Communi Collaborative CV'
Applicant Name and Address:
Margarita Holguin
511 G Street Chula Vista 91910
Agency Director:
Margarita Holguin - Director
Name and TItle
(619) 409-9412
(Area Code) Telephone
margarita.holguin@cvesd.org (619) 409-9410
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utilize CDBG funds for the ~urposes tated within
the applicable regulations. (SIGNATURES MUST BE IN BLUf9'lNK) '\ (
*~. v I of{,
Signature of Agency Board PresidentlDate Signatufe of Agency,D ector/Dat
, 1[. . :--- _ ,,\ ,.1..)' \"
Printed Name of Agency Board President Printed Name of Agency Director
~ Attach a copy of the board resolution authorizing submittal of this application to be considered
for CDBG funds (may be submitted after application deadline).
Program Information
1. Program Name Child Care Coordinator
Contact Person (available to answer questions July 1, 2008 - June 30,2009)
Margarita Holguin (619) 409-9412
Name (Area Code) Telephone
margarita.holguin@cvesd.org (619) 409-9410
E-mail address if available) Area Code) Fax Number
2. Program is New for our agency 0 An Ongoing Program 181
3. Brief Description of Program (CDBG Eligible Activities are available at ~570.200, ~570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
Provide coordination of child care activities working closely with the Child Care Commission to increase
quality of care in Chula Vista Work closely with child care providers to improve the quality of care,
provide advocacy and assist providers through the licensing process. Act as liaison for family child care
providers and individuals interested in becoming licensed. Coordinate training to increase capacity of
child care providers and quality of care. Coordinating these trainings and acting as a liaison for
individuals in the early childhood education field supports the mission of the Chula Vista Child care
Commission. Free to low-cost training will target low-income families and childcare providers in
western Chula Vista
Part II - Application Part II
Page 3 of 27
4. Where are services provided? <If different from agency location)
The services under this request are performed by a part time Child Care Coordinator. The coordinator is stationed at
an administrative office within the Chula Vista Community Collaborative. Planning, training and coordination of
child care resources will be conducted by the Child Care Coordinator. Workshops and child care-related trainings will
be provided at various locations throughout the south bay community. Locations include school campuses and other
non-profit agency locations.
5. Please describe your agencies written policies and procedures including how clients are served,
COSG eligibility requirements, compliance with Federal, State, and Local laws?
Most clients will be served individually, through advocacy and assistance through the child care process. Outreach
for clients will be conducted throughout Chula Vista. Clients will also be served through trainings and workshops.
This will be accomplished through collaborative efforts with other child-serving organizations. Outreach will be
the major activity that will be used to identify the clients. These clients will consist of individuals in a particular
area where at least 51% of the residents are low and moderate income persons with at least 75% of those residing
in the City ofChula Vista. This will reflect incomes from 0-80% AMI
To ensure eligibility is met, procedures will be in placed to review income levels and ensure other eligibility factors
are in compliance. Surveys will be used to aggregate the desired information. Theses surveys will reflect current
San Diego County median income limits by household size. Written procedures will be in place to ensure effective
documentation of clients served satisfying CDBG requirements.
Part II - Application Part II
Page 4 of 27
I I
6. Total Program Cost:
Actual 2007- $ 40,000.00 Proposed 2008- I $ 35,000.00 I
2008: 2009:
Projected 2008- $ 35,000.00
2009:
Chula Vista
Non Chula
Vista
50
70
324
7. Total Number of Clients proposed to be Served in 2008-2009: 170
Total Number of Clients Estimated to be Served in 2007-2008: 150
Total Number of Clients Served in 2006-2007: Actual 526
City fiscal year is July 1-June 3011I.
Beneficiary Information:
-.$159.00 Cost {$] perCDBG beneficiary (CDBG Request/CDBG
Beneficiaries)
8. Total City Funds Reauested for this Proaram:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
Dty of Chula City of City of Chula City of Chula City of CDBG
Vista HOME, Chula Vista Vista HOME, Vista COBG Chula City of
ESG CDBG ESG Vista Chula
HOME, Vista
ESG
Fundina 42.000.00 40 000.00 35 000.00
9. Funds Reauested from Other Jurisdictions for this Program
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
None None None None
Part II - Application Part II
Page 5 of 27
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exceed tour (4) pages, excluding the performance schedule and budget.)
a. Need Document the need for the project/program. If the project has been funded before, what
have been the primary accomplishments?
Coordination of child care resources in order to enhance the quality and availability of child care to the low income
families of the community (The community is in need of training and a hub for childcare and cbild development needs).
The target population is low-income children and the licensed/unlicensed childcare providers who provide care in
western Chula Vista. As of December 2007, there are 82 large family daycare providers, 58 child care centers and 28
school age centers in the City of Chula Vista; along with approximately 300 small family licensed providers that benefit
from the services provided by this position. In support of the City of Chula Vista's Child care element; this position will
encourage the provision of quality childcare that is available for all families who need it, regardless of income.
There were 199 total people trained in 2006-2007. Through individual contacts, the Child care Coordinator was able to
link other individuals, in addition to the aforementioned 199 people trained, to early childhood education resources and
information. There were a total of 850 children and their families who received child care-related resources and
information in an effort to increase community awareness on the importance of children's health and safety.
There were also 8 Large Family Daycare (LFD) license applications submitted to the City of Chula Vista Planning
Department. In an effort to increase the number of quality LFD providers in Chula Vista, the Child Care Coordinator
contacted and assisted these individuals throughout the application process.
The need for a Child Care Coordinator is an integral component in increasing the quality of child care in the City of
Chula Vista. The Child Care Coordinator will be utilized as a liaison between child care providers and information and
resources in the city; in an effort to promote a best practices philosophy among providers. The Child Care Coordinator
will collaborate with city departments and other child care-related agencies to promote quality programs to ensure
providers are well informed of the resources and information necessary to maintain quality child care businesses.
In addition, during recent emergency situation in Chula Vista due to massive fires in the County, the lack of an
emergency preparedness plan to address child care needs was hugely apparent. The Child Care Coordinator will work
closely with the Child Care Commission to develop a comprehensive Emergency Preparedness Plan for Chula Vista
Child Care Providers.
b. Benefit Discuss how the project/program provides benefit to low-income persons.
How does the proposed project respond to the City af Chula Vista needs?
Increase safe, affordable, good quality child care and early childhood experiences available and accessible in low-income
areas of the community. This will be the seventh consecutive year of the project that is designed to train child care
providers and/or individuals in the early childhood education field by bringing opportunities to western Chula Vista
through agency collaboration.
This program will focus on serving culturally diverse populations with a primary goal to benefit children from low-
income families. Child care providers will benefit by obtaining the necessary tools to become self-sufficient and
maintain a quality child care business. Providing quality child care will have a significant economic impact in the City of
Chula Vista. This can be evident by the number of the non-Chula Vista residents who work in Chula Vista and seek child
care in the city.
The Child Care Coordinator will also assist in the development of a comprehensive Emergency Preparedness Plan that
will assist the City of Chula Vista in its efforts for coordinated emergency preparedness.
Part II - Application Part II
Page 6 of 27
c. other Resources and Collaboration Identify other potential or actual sources of funds. What fund
raising has the arganization done to support the proposed project? What role do volunteers play
in this project? Has your organization developed this project in collaboration with other groups
offering services? What services offered by other community groups complement the praposed
project? Are the proposed activities duplicative of projects operated by other local public or non-
profit organizations?
The Childcare Coordinator position composes one half of a full-time position. The primary benefit of this program is
higher quality care for children in Chula Vista. The program directly supports the mission of the Child Care Commission
to encourage safe and affordable, good quality childcare that is available and accessible to all economic segments of the
community. The Childcare Coordinator works with the City ofChula Vista Planning Department to facilitate the process
for large family daycare homes. The Child Care Coordinator works with the YMCA CRS (Childcare Resource Service)
and other nonprofit agencies to provide training to Chula Vista Childcare providers.
d. Oraanlzationai Cacacitv Summarize the organization's background/programmatic capacity.
Does your organization or proposed service fill a unique niche among clients who are not currently
served. or are under-served? Attach a list af the Board af Directors.
The Child Care Coordinator works under the auspices of the Chula Vista Community Collaborative (CVCC). The CVCC
works to unify diverse ethnic populations and community sectors to develop collaborative strategies and create linkages
that increase the levels of support, empowerment, and well being experienced by all residents.
The CVCC is in a position to utilize its connections and networks to outreach to the Chula Vista community as a whole.
Its network of service providers are also integral in ensuring services under this program are well advertised and utilized.
The Childcare Coordinator position will be used to improve the quality of childcare of many of the childcare providers in
Chula Vista. These include small family daycare providers, large family daycare providers and center-based childcare.
The emphasis continues to improve the number and quality of providers in western ChuIa Vista.
This position will also be used as a vehicle to increase the awareness and advocacy efforts of stakeholders in the early
childhood education field in regard to childcare and other children's issues. This will be accomplished through training
and local and state advocacy efforts in regard to current childcare legislation. Training will be offered to members of the
community to address these issues in an effort to have local or state law adopted to improve the overall health and safety
of children and their families. The coordinator in this position will also collaborate with elected officials to advocate in
behalf of these families.
Part 11- Application Part II
Page 7 of 27
SCOPE OF SERVICES
11. Scope of Services
a. Prolect Descrlction Describe the proposed service/activity/project to be carried out with the
funds requested. If the proposed project is ongoing, specify why the funds are needed to
serve low and moderate-income persons. Discuss the cost-per-beneficiary in relation to
private and other organizations delivering similar services. Please note what proportion of
the proposed budget will support direct services ta homeless people. CDBG funds can only
be used for expenditures which directly benefit CDBG-eligible clients.
This project is ongoing with funds necessary to continue to improve the support provided to child care providers
and the quality of child care in the city. The program offers advocacy and assistance in identifying barriers and
navigating the licensing process. The Child Care Coordinator acts works closely with the Child Care Commission
to identify priorities for child care providers in Chula Vista. Potential child care providers are assisted individually
to address barriers in the process. Training and workshops are geared to increasing capacity for providers and
improving quality of care. Training and capacity building are an integral part of child care provider retention.
Training will be focused and coordinated on the west side of Chula Vista to persons from low to moderate
incomes. In addition, individual contact will be made to newly-licensed providers in an effort to provide them
resources and information to become large family daycare providers.
In addition, during recent emergency situation in Chula V ista due to massive fIres in the County, the lack of an
emergency preparedness plan to address child care needs was hugely apparent. The Child Care Coordinator will
work closely with the Child Care Commission to develop a comprehensive Emergency Preparedness Plan for
Chula Vista Child Care Providers.
b. Taraet Groue Quantify the number of iow- and moderate-income persons/households to be
assisted per service/activity/project.
The project is designed to increase and enhance capacity of child care providers. Approximately 20 clients are
assisted annually through the licensing process. In addition, 200 unduplicated clients are provided training and
workshop opportunities. Clients served are identified as low and moderate-income individuals.
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
Outreach will be conducted in collaboration with other child care-related agencies and will be done throughout
Chula Vista with a focus in the lower income areas of Chula Vista. Trainings will be coordinated with
participating agencies. Awareness of other related services provided by the Child Care Coordinator will be
promoted through extensive collaborative efforts which include, but not limited to, advertising, follow up contacts,
use of the CVCC website and by contacting childcare providers directly.
The CVCC will use its established community connections to outreach throughout Chula Vista. The CVCC's
network of providers will also be used to outreach and advertise services.
Part II - Application Part II
Page 8 of 27
12. Performance Schedule
On a separate page, prepare a Work Plan for implementation/completion of the services and
activities identified in the Scope of Services. In addition, you will be required ta indicate
perfarmance measurements as they relate to the activities of your project. A suggested format is
included on the following page.
13. Project Budget
On a separate page, prepare a budget summarizing the use of proposed CDBG funding and all
other resources available for the project. A suggested budget summary worksheet is included in the
following pages. Please revise the form and annotate budget items as they relate to your project.
Attached
Part II - Application Part II
Scope
14. Work Plan
(Prepare a Work Plan for implementation/completion of the services and activities identified in the Scope
of Services)
Work Plan lIdentifv activities and comoletian dates I
KEY ACTIVITIES DATE
.
Provide coordination of Child Care activities and work closely June 30, 2009
with the Child Care Commission to identifY and address barrier for
child care providers in Chula Vista.
Assist potential child care providers to navigate through the June 30, 2009
licensing process
Work closely with the City of Chula Vista Child Care June 30, 2009
Commission and attend its meetings (11 total) in support of the
Child Care Commission goals and advocate for the needs and
services for child care providers in the city.
Work closely with the City of Chula Vista Child Care June 30, 2009
Commission to develop an Emergency Preparedness Plan for
Chula Vista Child Care providers.
Conduct outreach to newly-licensed child care providers and June 30, 2009
provide them with resources and information necessary to
maintain quality of childcare. This will be achieved through one-
on-one meetings and/or contacts.
Plan and coordinate at least 2 training or workshops geared toward June 30, 2009
attracting candidates to the child care fields - working in
collaboration with other partners
Plan and coordinate at least 2 trainings or workshops for current June 30, 2009
child care providers to assist them to increase capacity and to
ensure retention of quality child care providers
Plan and coordinate a minimum of 8 trainings for individuals in June 30, 2009
the early childhood education field in an effort to promote best
practices philosophies and maintaining quality programs:
. 2 trainings will address cultural diversity and advocacy
. 2 trainings will address marketing and outreach
. 2 training on best practices
. 2 training to be identified based on current nriorities
Attend monthly 0-5 Coalition meetings as a representative for June 30, 2009
child care providers, and provide an update of child care-related
training, resources, and information.
Conduct research of child care-related best practices relative to June 30, 2009
state legislation and disseminate information to providers and
professionals in the field.
Part II - Application Part II
Scope
15. Additional COSG Financial information:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no, proceed to question 10.B.) Yes 0 No X
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMB Circular A-133?
Yes 0 No X
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concems, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes 0 No X
c. If the Agency was not required to have an audit per standards ofOMB Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDBG grant
funds within the audifs scope? Yes 0 No 0 N/A X
B. If the organization has not had a financial audit, please explain the reason.
The Chula Vista Community Collaborative works under the umbrella of a Steering Committee
comprised of stakeholders in Chula Vista. The fiscal agent if the Chula Vista Elementary School
District.
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes X No 0
D. Does the agency certify that no public funds will be used for lobbying? Yes X No 0
E. Has the agency previously administered CDBG funds?: Yes X No 0
If yes, please describe the agency's experience with CDBG funds:
The Chula Vista Community Collaborative has received CBDG funding for six years. The CVCC has
managed a successful Child Care Coordinator position and continues to work closely to advance the
goals and priorities of the City of Chula Vista Child Care Commission in its mission to assist and
support child care providers in Chula Vista.
Part II - Application Part II
Program Information, Cont.
16. National Objectives for the COBG Program: Programs must meet National Objective ~570.20 #1
for the CDBG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
X 1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
~ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined:
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
51 % Low-lModerate-income per Official HUD Income Guidelines (Appendix A).
~ Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons %
served?
(b) Presumed Benefit: The faCility will exclusively serve (check one):
elderly persons (over age 62) _ battered spouses
illiterate adults (not ESL) _ persons living with AIDS
homeless persons _ migrant farm workers
abused & neglected children _ severely disabled adults
See Appendix E for the definition
(c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (i.e., food
banks, clothing banks, facilities serving residents of public housing)
Part II - Application Part II
Scope
CDBG Performance Measurements
17. Measuring an Objective and Outcome of Public Service Activities for the CDBG
Program: In addition to meeting a COBG National Objective and eligible activity test for
the CDBG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUO's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more information htto :llwww.hud.cov/offices/cod/aboutloerformance/tra ininc/ch08. odf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
X 1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. _X_Sustainability- Public Service activity aimed at improving
communities or neighborhoods
2. Decent Housing: Public service activities to increase access to housing.
Example: Fair Housing Counseling Program
. ~ffordability- Public Service activities funded to make housing
affordable.
. _Sustainability- Public Service acl1itities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. _Affordability- Public Service activities funded to support
economic opportunities.
. _Sustainability- Public Service activities funded to sustain
economic opportunities.
Part II - Application Part II
PERFORMANCE MEASUREMENTS
(List major activities. the direct product/service numbers for each activity and the direct outcome/benefit
of the activity.)
ACTIVITY INDICATOR OUTCOME
(Whallhe prollrom does 10 Iulfllllls mission) (The dked producls 01 (Benefits that resutt from the program)
program adlvllles)
Service lis
Provide coordination of Child Care Attendance at Child Care Improved coordination of services
activities and work closely with City Commission monthly meetings. to the child care community The
of Chula Vista Child Care needs and priorities of Chula Vista
Commission child care providers will be
identified and advanced.
Conduct outreach to newly-licensed Contact at least 20 providers and Improved quality of child care
child care providers link them to the necessary among participants
resources.
Work with Child Care Commission to Development of a comprehensive Emergency Preparedness Plan
develop Emergency Preparedness plan to address child care in an
Plan for Chula Vista child care emergency situation.
providers
Collaborate with City ofChula Assist all individuals interested in Increased number of quality large
Vista's Planning Department acquiring a large family daycare in family daycare homes in the city
regarding large family daycare their home. At least 5-10 will
applications submitted to the city obtain this license.
Attend monthly 0-5 Coalition Participate in at least 10 meeting Increased awareness of child care
meetings as a representative of Chula in support of the Child Care resources and information for
Vista Child Care providers. Commission goals professionals in an effort to
disseminate information to their
clientele
Conduct research of child care-related Disseminate information to child Increased involvement of child
state legislation care community through at least 3 care providers in policy advocacy
trainings
Plan and coordinate at least 2 training Coordinate and/or conduct Increased capacity of child care
or workshops geared toward attracting training to at least 200 (total) provision in Chula Vista
candidates to the child care fields. individuals in the early childhood
education field
Plan and coordinate at least 2 Coordinate and/or conduct Improved quality of child care for
trainings or workshops for current training to at least 200 (total) program participants
child care providers to assist them to individuals in the early childhood
increase capacity and to ensure education field
retention of quality child care
providers
Plan and coordinate a minimum of 8 Coordinate and/or conduct Improved quality of child care and
trainings for individuals in the early training to at least 200 (total) capacity for program participants
childhood education field in an effort individuals in the early childhood
to promote best practices philosophies education field
and maintaining quality programs:
Part II - Application Part II
CDBG Scope of Work Activities
18. Process Evaluation: Describe how the program will collect data and maintain records to track program
activities. Example: Documentation of program participation via sign in sheets. meeting minutes describing actions
taken. agendas, and files for news letters naming the City of Chula Vista and HUD as the funding source.
I. Competed surveys by participants
2. Sign-in sheets
3. Agendas and minutes
4. Files will be maintained for individual clients
19. Outcome Evaluation (List Three Outcomes): Describe how each activities will be measured to determine if
progress has been made to become self sufficient. Example: Interviews, work out plans, pre-and post- surveys.
1. Completion of 12 coordinated trainings
2. Pre and post surveys
3. Number of new child care providers
20. Key Staff Persons: Please describe the qualifications of key staff that will have direct contact with clients
receiving services.
The key staff members will posses relevant experience and expertise. Relevant strengths will include well developed leadership
skills, experience facilitating training for large groups, excellent public speaking style, and the ability to work independently
and manage long-term projects reliably. Numerous child development trainings and classes in child development,
.dmini<tration and genera! child care licensing requirements will be part of the individual's background experience.
21. Subcontractors (if any): Please list the names of subcontractors that will be used to carry out this activity.
Tax Identification Estimated Subcontract Other Funding
Subcontractor Number Amount CDBG Sources Amount and
Name and Business Source
Address .
. .
None None None None
.
Part II - Application Part II
Scope
, . . . ...'.......... -..
CDBGDetailed Qudget__l..il'leltem Exp~l'1~es (if Subcontractors are
used please use additional line item budgets).
Program Expenses
1. Personnel we es $ 25.680 $ 25,680
2. Personnel Frin e Benefits $ 6,120 $ 6,120
3. Consultant/Contact SVC5 $ 800 $ 800
4. Travel/milea e $ 600 $ 600
lies $1,150 $ 1,150
6. Trainin materials/su lies $650 $650
7.
8.
Personnel Costs
Child Care
9. Salaries (Include title and Coordinator - vacant
name of staff person)
Support staff -
Christina Ross
10. Benefits (describe)
Total Costs
$
35,000
$
$
$
35,000
Part II - Application Part II
Familv Resource Centers
BEACON New Directions
Vista Square Elem Rice Elem
540 G Street 915 4th Ave
Chula Vista 91910 Chula Vista 91911
(619) 422-9208 (619) 691-5301
Ravo de Esneranza
Otay Elem
1671 Albany Ave, Chula
Vista91911
(619) 425-4458
511 G Street, Chula Vista CA 91910
Ph. (619) 498-8044 . Fax (619) 409-9410
Margarita Holguin, Director
Fair Winds
Lorna Verde Elem
1450 Lorna Lane
Chula VistaCA 91911
(619) 420-0468
Luz del Sol
Montgomery Middle
1051 Picador Blvd.
San Diego 92154
(619) 662-4020
ODen Door
Palomar High School
480 Palomar Street
Chula Vista 91911
(619) 407-4840
February 22, 2008
City of Chula Vista
Community Development Block Grant (CDBG) Project
The purpose of this letter is to request an amendment of the statement of work to the Chula Vista
Community Collaborative (CVCC) CDBG application for fiscal year 2008- 2009.
Revised Proaram Description:
Provide Chula Vista Community residents with advocacy services, referrals and support services to
increase their ability to lead productive and self sufficient lives. The Chula Vista Community
Collaborative will assess families requesting services from the Beacon Family Resource Center and
will connect families to needed services, through coordination of referrals. advocacy and follow up. A
Family Advocate at the Family Resource Center will work with families to ensure families are
connected to support services.
Revised Performance Measurement:
Assist 600 low-moderate income families in Chula Vista.
Revised Budaet:
Up to $40,000 distributed as follows:
Salaries (CVCC Family Advocate .80 FTE)
Benefits/I nsurance
Mileage
Clinical Supervision
Office Supplies
Administrative support
Supervision(admin/operational) Inkind
$ 28.103
$ 6.907
$ 200
$ 2,059
$ 1,124
$ 1.607
o
Total
$ 40.000
Please let me know if any additional information is needed. You can reach me at (619) 409-9412 or
Margarita. holguin@cvesd.org.
Sincerely.
Margarita Holguin. Director
Chula Vista Community Collaborative
I Tab No. 15
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
KidCare Exoress III Mobile Medical Unit
Organization/Dept.:
Chula Vista familv Health Center
Project Description:
The KidCare Express Unit provides primary healthcare services to low income, medically
underserved children and families in the city of Chula Vista and works in partnership with the Chula
Vista Elementary School District, local social service agencies and public housing facilities to
provide services to Chula Vista's most vulnerable families.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$27,000 $27,000
Specific use of funds:
Salaries and Benefits
HUD Matrix Code: Citation:
05M - Health Services 570.20Hel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Help the Homeless : No . Heln Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
1900 -
Exempt {# of Units - Type of Units! Low Moderate Income Clientele
11
Agency Name:
Applicant Name and Address:
Family Health Centers of San Diego
823 Gateway Center Way
San Diego, CA 92102-4541
Agency Director:
Fran Butler-Cohen, President & CEO
Name and Title
(619) 515-2301
(Area Code) Telephone
Franlalfhcsd.orq (619) 237-1856
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eli ible and able to utilize CDBG f s the purposes stated within
the 'cab egulatio . (S GNATURES MUST BE IN LUE I
Ignature of Agency oard PresidenVDate ature of Agency D rectorlDate
Barbara Carr ran Butler-Cohen
Printed Name of Agency Board President rlnted Name of ncy Director
~ Attach a copy of the board resolution authorizing submittal plication to be considered
for CDBG funds (ma be submitted after a iication deadline).
<*::'1 . .
1. Program Name KidCare Ex ress III Mobile Medical Unit
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Tom Stubberud, MPH (619) 515-2372
Name (Area Code) Telephone
TomSlalfhcsd.orq (619) 237-1856
E-mail address (if available) (Area Code) Fax Number
2. Program is New for our agency 0 An Ongoing Program ~
3. Brief Description of Program (CDBG Eligible Activities are available at ~570.200, ~570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
The KidCare Express III Mobile Medical Unit provides primary healthcare services to low income, medically
underserved children and families in the City of Chula Vista and works in partnership with the Chula Vista
Elementary School District, local social service agencies and public housing facilities to provide services to
Chula Vista's most vulnerabie families. By removing financial, transportation, and linguistic barriers to care.
KidCare Express III ensures that Chula Vista families get the healthcare they need, when and where they
needi!.
1
Part II - Application Part II
Page 3 of 27
4. Where are services provided? (If different from agency location)
The KidCare Express Iii Mobile Medical Unit provides services primarily in Chula Vista and other areas
within the South Bay region of San Diego. The following schoo is, homeless/transitional shelters,
community agencies, and public housing locations in Chula Vista are served by the KidCare Express III
Mobile Medical Unit: Feaster-Edison Elementary, Harborside Elementary, Lauderbach Elementary, Loma
Verde Elementary, Mueller Elementary, Rice Elementary, SilvelWing Elementary, Vista Elementary, South
Bay Community Services, the Teen Recovery Center, Trolley Terrace public housing, and McAiister South
Bay. Additionally, the following locations in other South Bay areas are also served by the KidCare Express
iii: San Ysidro Adult School, Alaquinas, Calle Primera and Hollister public housing complexes.
5. Please describe your agencies written policies and procedures including how clients are
served, COBG eligibility requirements, compliance with Federal, State, and Local laws?
Family Health Centers of San Diego (FHCSO) has written policies and procedures that govem all aspects of
the work conducted within the organization. Policies pertaining to patient acceptance and the provision of
services state that the mission of Family Health Centers of San Diego is to provide comprehensive,
accessible. quality health care services to residents, communities and community-based organizations in San
Diego and the surrounding region. FHCSD offers affordable services to all income levels, with a special
commitment to low income/medically underserved. Policy 140.012 specifically states that FHCSD will accept
patients in accordance with its mission statement at all of its satellite locations. including through the mobile
medicai units. SpeCific services are customized for each clinic location and patients are subject to a sliding
fee scale according to the current Federal Poverty Level guidelines in affect at the time the services are
provided.
As a nonprofit. Federally Qualified Health Center, and as an agency that has maintained accreditation by the
Joint Commission on Accreditation of Health Care Organizations for over 10 years, FHCSD is in compliance
with all applicable Federal, State, and local laws which govern the organization's status. KidCare Express Iii
is iicensed by the State of California Department of Health Services. Is certified by the County of San Diego
Child Health and Disability program. and aiso by the local Medi-Cai managed care plans and maintains
compliance with any additionai laws and/or regulations which guide the health care services provided within.
Furthermore, FHCSD undergoes an annual financial audit, which is conducted in accordance with
governmental auditing standards and the Office of Management and Budget Circular A-133. FHCSD has
proudly maintained a record of no audit findings for over 15 consecutive years.
2
Part II - Application Part II
Page 4 of 27
6. Total Program Cost:
Actual 2007- $343,428 Proposed 2008- $30.000
2008: 2009: request
Projected 2008- $350,297
2009:
Chula Vista
7. Total Number of Clients proposed to be Served in 2008-2009:
Total Number of Clients Estimated to be Served in 2007-2008:
Total Number of Clients Served in 2006-2007: Actual
1140
1144
1092
Non Chula
Vista
760
656
699
Total
1900
1800
1791
City fiscal year is July 1-June 30'",
Beneficiary Information:
$15.79 Cost ($) per CDBG beneficiary (CDBG Request/CDBG Beneficiaries)
8. Total City Funds Requested for this Program:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Chula City of City of Chula City of Ch u ia City of CDBG
Vista HOME, Chula Vista Vista HOME, Vista CDBG Chula City of
ESG CDBG ESG Vista Chula
HOME, Vista
ESG
Fundinq 0 $27,000 0 $27 000 0 $30 000
9. Funds Reauested from Other.Jurisdictions for this Proaram
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
No other City or County
funds have been
requested to support
Kid Care Exoress III
3
Part II - Application Part II
Page 5 of 27
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exceed four (4) pages, excluding the performance schedule and budget.)
a. Need Document the need for the project/program. If the project has been funded before, what
have been the primary accomplishments?
The need for the KidCare Express III Mobile Medical Unit is well documented. San Diego County, according
to a 2006 report by the Insure the Uninsured Project, has one of the highest uninsured rates in the country -
roughly 21 %, or over 550,000 of the non-elderly population was uninsured and identified the emergency room
as their main source of healthcare in 2005. The social and financial costs associated with this problem are
staggering. The San Diego healthcare system could potentially save approximately $37 million a year if
patients who went to the emergency room for non-emergent or primary care-treatable conditions accessed a
primary care setting instead. The lack of access to healthcare also negatively impacts educational
performance. A recent study by Californians for Healthy Kids found that children with insurance experience a
68% improvement in attention in class and in keeping up with school activities.
The MMU Program's initial relationships with elementary schools came about because student absenteeism
due to illness was a major concern school officials were grappling with. Thousands of children were
excessively absent from school, resulting in diminished academic learning and achievement. Many children
were going to hospitai emergency rooms for treatable and preventable conditions/diseases rather than being
treated by primary care physicians. These non-emergency visits utilize critical care resources that would
otherwise be made available for true emergencies. School nurses from the Chuia Vista Elementary School
District have provided many anecdotes to validate these stories of need, specific to the South Bay region.
These include the school-age child unnecessarily kept at home because of a disability; regular calls made to
911 for uncontrolled asthma; a little girl with a cieft iip whose family lives in a chicken coop; the 38-pound third-
grade girl whose father knew she had diabetes but refused to access care for her, believing that the treatment
caused blindness; and the two kids in one week who needed stitches and who neither got care nor simple
wound cleaning from their mother, because she didn't understand the basic causality of infection (Interviews,
CVESD heaith staff, November 2006). The primary accomplishment of the KidCare Express III is the
continued provision of heaith care services over the course of time, with 1,791 patients served in 2006/2007
and 1.800 patients anticipated to be served in 2007/2008.
b. Benefit Discuss how the project/program provides benefit to low-income persons.
How does the proposed project respond to the City of Chula Vista needs?
The KidCare Express III MMU is designed to address the significant need for access to affordable healthcare
services for Chula Vista residents. The benefits of the KidCare Express III are best demonstrated through the
success stories of children who have received needed health and anCillary support services. Below are two of the
many patient stories.
Often, children seen at school sites are behind in both required immunizations and routine physicals. For many of
these children. KidCare Express is the only 'vehicle' to access these healthcare services that most of us consider
basic and routine. But, for one child seen at one elementary school, the routine physical examination revealed
health problems that had a significant impact on his ability to function everyday and to be successful in school.
During 5-year-old Juan's CHDP exam, the provider recognized that Juan had impaired hearing and vision,
iimitations that had not been identified in his classroom setting. Juan was immediately linked with FHCSD's early
childhood intervention, speech and hearing, and optometry services. The outcome was that Juan now had his own
special pair of glasses, a hearing aide, and continues to do much better in his school work.
Sometimes, the KidCare Express staff is in a position to identify children who have been the victims of child abuse
and/or neglect. One such child was 4-year-old Gabriela, who was staying at the family sheiter with her 19-year-old
father. Staff noted that Gabriela was small for her age, had not reached several expected developmental
milestones and was covered with a rash. Her father shared that he had recently assumed care of Gabriela while
her mother was in jail. He admitted feeling overwhelmed and inadequate in his new parentai role and was eager for
Part II - Application Part II
Page 6 of 27
4
assistance. After medically tending to Gabriela's rash, KidCare Express III staff contacted Child Protective Services
and arranged for her and her father to meet with a caseworker who was able provide ongoing supportive and
enabling services.
c. Other Resources and Collaboration Identify other potential or actual sources of funds. What fund
raising has the organization done to support the proposed project? What role do volunteers play
in this project? Has your organization developed this project in collaboration with other groups
offering services? What services offered by other community groups complement the proposed
project? Are the proposed activities duplicative of projects operated by other local public or non-
profit organizations?
Current committed funding sources for the KidCare Express III MMU include Blue Cross of California, $495;
Boys & Girls Foundation, $2,475; The California Endowment, $6,600; CW Cares for Kids, $3,300; Hitachi
Foundation, $1,650; Lions Club of San Diego, $330; Molina Healthcare of California, $2,475; Nordstrom,
$1,650, QUALCOMM, $4,950 and San Ysidro High School, $168. A grant request for $8,330 is pending with
the Rancho Santa Fe Circle of Giving. FHCSO employs multiple approaches to fundraising for the KidCare
Express III, including individual and corporate donation solicitation, as well as writing for and securing
foundation grants. The majority of funding for the KidCare Express III comes from third party payor sources
(Medi-Cal, Healthy Families, others).
The KidCare Express III does not utilize volunteers for the provision of its services, however, works closely
with many local health and social service organizations, including the Chula Vista School District and school
nurses and the Chula Vista Community Collaborative, as partners in the promotion and coordination of
services. The KidCare Express III is the only mobile medical unit providing health services in the Chula Vista
Elementary School District, therefore the scope of service is not duplicative of other local projects.
d. OrClanizational CaDacitv Summarize the organization's baCkground/programmatic capacity.
Does your organization or proposed service fill a unique niche among clients who are not currently
served, or are under-served? Attach a list of the Board of Directors.
Family Health Centers of San Diego is a private, nonprofit community health center founded as a community
clinic in 1970. From this simple beginning, the organization has grown tremendously over the past 37 years,
from one clinic site in Barrio Logan to a comprehensive health center system serving, in 2006, approximately
107,000 individuals at 24 service sites throughout San Diego. Without the services FHCSD provides, patients'
access to affordable health care would be greatly diminished. Over 90% of FHCSO's patients for whom
income is determined live at or below 200% of the federal poverty level (FPL) and 71 % live below 100% FPL.
Roughly 65% of the patients served in 2006 were uninsured.
As the largest community health center organization in the county, FHCSD provides an impressive array of
services to its patients. These services are delivered in a culturally sensitive and linguistically appropriate
manner by over 700 dedicated staff members. Basic primary care services include: adult medicine; pediatrics;
women's health; dentistry; optometry/ophthalmology; laboratory; and pharmacy. FHCSD also provides many
specialty services including: mental healthcare; health education; chronic disease care; audiology;
otolaryngology (ENT); podiatry; speech therapy; physical therapy (ages 0-3); and adolescent services.
Additionally, the organization operates several specialized programs that target some of the most vulnerable
members of our community. The agency is the largest provider of school-based primary and mental health
services in San Diego County, serving over 60 schools, is the largest comprehensive HIV/AIOS services
system in San Diego, and is also the lead agency for the Health Care for the Homeless program in the San
Diego region.
Part II - Application Part II
Page 7 of 27
5
SCOPE OF SERVICES
11. Scope of Services
a. Proiect Description Describe the proposed service/activity/project to be carried out with the
funds requested. If the proposed project is ongoing, specify why the funds are needed to
serve low and moderate-income persons. Discuss the cost-per-beneficiary in relation to
private and other organizations delivering similar services. Please note what proportion of
the proposed budget will support direct services to homeless people. CDBG funds can only
be used for expenditures which directly benefit CDBG-eligible clients.
Chula Vista CDBG funding for $30,000 will help the KidCare Express III MMU Program continue to
provide health services to medically underserved children, high-risk youth and adults in collaboration
with local schools, community centers, social service agencies, public housing complexes and homeless
shelters. By removing financial, transportation, language and cultural barriers to care, KidCare Express
III ensures that low-income Chula Vista residents can receive the healthcare they need, when and where
they need it.
KidCare Express III MMU is in operation approximately 32 hours each week, providing care in South Bay
region of San Diego. The bus-sized unit is a fully licensed medical clinic staffed with a medical provider,
nursing support staff, and a driver/patient service representative. The unit is 40 feet long and has two
private exam rooms, a nursing station/triage area and a restroom inside. Since the program's 1998
inception, the KidCare Express MMUs have provided roughly 50,000 patient visits at over 100 school
and community sites throughout San Diego. Approximately 5% of the MMU III budget is utilized for
homeless individuals. Each of the three Mobile Medical Units are licensed by the California Department
of Health Services as stand-alone clinics, certified by the Children's Health and Disability Prevention
Program, and credentialed by five Medi-Cal managed care plans.
Although KidCare Express III is one of our most popular and needed services, it is also one of the most
expensive to operate. However, patients are seen on the MMU for a limited cost of up to $20 per visit.
This is an extremely low cost for the level of primary health care, lab and follow-up services provided.
The cost-per beneficiary is even lower at $15.79 per patient, which for many with health insurance is the
cost of their co-pay, not their entire visit, so the project is incredibly cost efficient. The sources of steady
funding are public health insurance programs and government grants, which subsidize the provision of
these services. Unfortunately, budget cuts over the years have systematically reduced the availability of
government funding for public healthcare programs.
b. TarClet GrouD Quantify the number of low- and moderate-income persons/households to be
assisted per service/activity/project.
For fiscal year July 1, 2008 to June 30, 2009, it is anticipated that a total of 2,280 health care visits will
be provided to 1,900 unduplicated patients through the KidCare Express III MMU.
Demographics for patients seen through the mobile medical units are projected as follows:
Ethnicity: Eighty percent of the patients were Hispanic; 15% were non-Hispanic; 5% reported their
ethnicity as 'other' or 'unknown. Race: Forty six percent identified as White; 35% as multi-racial; 10%
other, declined or unknown; 7%, African-American; and 2% identified themselves as Asian/Pacific
Islander.
Age: Approximately 17% of those served are between 0 and 5 years old; 38% are 6 to 11 years old;
11 % are between 12 and 17 years old, and 34% are 18 years and older.
Part 11- Application Part II
Page 8 of 27
6
Income: Over 70% of patients seen on the MMU live at 100% of the Federal poverty level (FPL); 17%
were between 100 and 200% of the FPL, and 4% were over 200%. Income information is not captured
for roughly 7% of those seen. These figures meet the CDBG guidelines for service to low or moderate
income individuals.
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
KidCare Express reaches its target population through active outreach, established partnerships and a
solid reputation in the community. The KidCare Express III staff work closely with the Chula Vista
Elementary School District staff, with particular reference to the school nurses, to identify children in
need of healthcare services. FHCSD works with sponsoring agencies or locations, existing partners and
non-school sites to identify new children, youth, adults, residents and potential clients in need of primary
healthcare services. Hours and schedules can be adjusted as necessary to accommodate patient need.
In addition, FHCSD actively works to identify new partners and locations through outreach so that
improved access to care can be expanded. As service demands increase and funding becomes
available, the number of hours and days that the MMUs are In operation will concurrently increase.
12. Performance Schedule
On a separate page, prepare a Work Plan for implementation/completion of the services and
activities identified in the Scope of Services. In addition, you will be required to indicate
performance measurements as they relate to the activities of your project. A suggested format is
included on the following page.
Please see the Work Plan on page~.
13, Project Budget
On a separate page, prepare a budget summarizing the use of proposed CD8G funding and all
other resources available for the project. A suggested budget summary worksheet is included in the
following pages. Please revise the form and annotate budget items as they relate to your project.
Please see the Project Budget on page 14
7
Part II - Application Part II
Scope
14. Work Plan
(Prepare a Work Plan far implementation/completion of the services and activifies identified in the Scope
of Services)
Work Plan (Identify activities and completion dates)
1) Schedule meetings with Chuia Vista and South Bay
community partners and site contacts to discuss scheduling
rocess.
2) Finalize MMU clinic schedules.
3) Work closely with clinic site contacts around marketing
efforts.
4) Provide on-site health services.
July 2008 and ongoing
throu h June 2009
July 2008 and ongoing
throu h June 2009
July 2008 and ongoing
throu h June 2009
July 2008 and ongoing
through June 2009
5) Track project outcomes, including number of
unduplicated patients, number of health care visits and
relevant atient demo ra hies.
8
Part 11- Application Part II
Scope
15, Additional COBG Financial information:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal a~ncies or indirectly
through another agency? (If no, proceed to question 10.S.) Yes 119 No 0
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMB Circular A-133?
Yes ~ No 0
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concems, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes 0 No ~
c. If the Agency was not required to have an audit per standards of OMB Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDSG grant
funds within the audit's scope? Yes 0 No 0 N/A ~
B. If the organization has not had a financial audit, please explain the reason.
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes ~ No 0
D.
Does the agency certify that no public funds will be used for lobbying?
Yes ~ No 0
Yes ~ No 0
E.
Has the agency previously administered CDSG funds?:
If yes, please describe the agency's experience with CDBG funds:
Part II - Application Part II
9
16, National Objectives for the COBG Program: Programs must meet National Objective 9570.20 #1
for the CDBG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
[@ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
X 2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
X 51% Low-/Moderate-income per Official HUD Income Guidelines (Appendix A).
[@ Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons 87 0;.
served?
(b) Presumed Benefit: The facility will exclusively serve (check one):
elderiy persons (over age 62) _ battered spouses
illiterate adults (not ESL) _ persons living with AIDS
homeless persons _ migrant farm workers
abused & neglected children severely disabled adults
See Appendix E for the definition
_ (c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (i.e., food
banks, ciothing banks, facilities serving residents of public housing)
10
Part II - Application Part II
Scope
17, Measuring an Objective and Outcome of Public Service Activities for the COBG
Program: In addition to meeting a COBG National Objective and eligible activity test for
the CDBG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUD's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more information htto:/ /www.hud.oov/offices/cod/about/oerformance/trainino/ch08. odf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
1, Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. _Sustainability- Public Service activity aimed at improving
communities or neighborhoods
2. Decent Housing: Public service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _Affordability- Public Service activities funded to make housing
affordable.
. _Sustain ability- Public Service activities funded to sustain
housing in neighborhoods.
x
3, Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. -1L Affordability- Public Service activities funded to support
economic opportunities.
. _Sustainability- Public Service activities funded to sustain
economic opportunities.
Part II - Application Part II
11,
PERFORMANCE MEASUREMENTS
(List major activities, the direct product/service numbers for each activity and the direct outcome/benefrt
of the activity.)
ACTIVITY INDICATOR OUTCOME
(What the pragram doe. to fulfill its mission) (The dlred products 01 program (Beneffi. that resufi from the program)
activfiles)
Service #s
Between July 2008 and June Between July 2008 and June Through the proviSion of
2009, FHCSD will provide primary 2009, the KidCare Express III primary health care services
healthcare services to low will provide primary health via the KidCare Express III
income, medically underserved care services to 1.900 Mobile Medical Unit, FHCSD
children and families in the city un duplicated individuals. expects improved access to
of Chula Vista through the health care for project
KidCare Express III Mobile 8etween July 2008 and June participants; Increased
Medical Unit, 2009, the KidCare Express III referrals to an appropriate
will provide 2,280 patient visits. "medical home", and
improved services for
continuing medical care, as
warranted.
Part II - Application Part II
12
-.....
. .
. .. ,
18. Process Evaluation: Describe how the pr09ram will collect data and maintain records to track pro9ram
activities. Example: Documentation of program participation via sign in sheets, meeting minutes describing actions
taken, agendas, and files for news letters naming the City of Chula Vista and HUO as the funding source.
KidCare Express III project data will be collected through:
1. Clinic appointment schedules, as completed by site contacts;
2. Clinic logs and sign-in sheets; and
3. FHCSD's Clinical Management Information System and individual patient medical records.
19, Outcome Evaluation (List Three Outcomes): Describe how each activities will be measured to determine if
progress has been made to become self sufficient. Example: Interviews, work out plans, pre-and post- surveys.
In order to measure progress, the KidCare Express III staff will:
1. Track the number of undupiicated patient and visits to measure progress toward project
objectives;
2. Assure referrals to existing permanent, free-standing clinics, accessible to patient's home or
work; and
3. Maintain regular contact (via phone and in-person) with key partners and site contacts to ensure
satisfaction and effective communication.
20. Key Staff Persons: Please describe the qualifications of key staff that will have direct contact with clients
receiving services.
The following KidCare Express III MMU key staff have direct contact with clients:
Medical Providers (I. Hurn, F.N.P., and L. Jones, P.A.) are both licensed mid-level practitioners
(Nurse Practitioner and Physician's Assistant) both of whom have significant clinical experience.
Charge Nurse (0, Green, L.V.N,) is a licensed nurse with over 10 years of nursing experience.
Patient Service Representative: (N, Brambila) is responsible for all registration services to clients and
has a high school diploma and 2 plus years of experience.
Driver: (R. Pureco) is a Class B licensed driver with multiple years of Class B driving experience.
21, Subcontractors (if any): Please list the names of subcontractors that will be used to carry out this activity.
The KidCare Express III does not utilize subcontractors.
Not Applicable
Part II - Application Part II
Scope
13
. . (if Subcontractors are
used please use additional line item budgets).
Program Expenses
1. Operating Costs Medical
(consumabie supplies,
pharmaceuticals, lab fees, $13,713
X -ra fees $13,713
2. Operating Costs
Non-medical (liability
insurance, printing, gasoline,
telephone, office supplies)
$35,556 $35,556
3. Administrative Costs $52,846 $52,846
4. Medical Records $14,137 $14,137
Personnel Costs
5. Salaries (Include tiUe and David Green, L VN
name of staff erson $25,295 $172,044 $197,339
6. Benefits (describe) $4705 $32,000 $36,705
Total Costs $30,000 $320,297 $ $350,297
Part II - Application Part II
14
I Tab No. 16
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Project Hand
Organization/Dept.:
Lutheran Social Services
Project Description;
Program provides basic food staples and other hygiene items to people who are in need and
cannot afford to purchase them.
Project Location:
City Wide
Prior Year Fundino: 2008/09 Recommended Fundina:
$0 $7.380
Specific use of funds:
Pro!:uam Expenses and Personnel Costs
HUD Matrix Code: Citation:
05 - Public Services (General) 570.20Hel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Help the Homeless : Yes . Help Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
4500 -
Exempt I # of Units - Type of Units) Low Moderate Income Clientele
..
'..
.
CDBG SuppfemehtalApP(I~?ltioJ1. ..
.' ..:...."'.."....,. :"".":,',.';".: .....:.>. ',:<
...... _,'_' .0" ......,
""-',.' ...........,..
.....,',. ", ,..","--,"
;""'/i:::,.':;':'::_,:"',':-"-
Agency Name: Lutheran Social Services of Southern
California
Applicant Name and Address:
Lutheran Social Service$ of Southern
California
2560 N. Santiago Blvd
Orange, CA 92867-1862
Agency Director:
Bob Warren, CEO
Name and Title
~ 685-1800
(Area Code) Telephone
~279-8216
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utilize CDBG funds for the pu ses stated within
the apPlica~u~~s MUST BE IN BLUE INK)
Signature of Agency Board Secretary/Date Signature of gency CFO/D e
Gordon Peterson 1/3/08 Loyal H. Sharp 1/3/08
Printed Name of Agency Board Secretary Printed Name of Agency Director
~ Attach a copy of the board resolution submittal of this application to be considered
for COBG funds be submitted after deadline).
Program Information
1, Program Name Pro'eel Hand
Contact Person (available to answer questions July 1, 2008 - June 30,2009)
Raquel Pedersen (619)425-4061
Name (Area Code) Telephone
Area Code) Fax Number
2. Program is New for our agency 0 An Ongoing Program x
3. Brief Description of Program (CDBG Eligible Activities are available at ~570.200, ~570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
Part 11- Application Part II
Page 3 of 27
Project Hand maintains three food pantries, which provide basic food staples and other hygiene
items to people who are in need of them and who cannot afford to buy them, due to lack of
funds. The food is obtained through donations from central food banks, surplus food items,
donations from grocery stores and restaurants and donations from private individuals and
churches. Volunteers help to pick up the food and bring it to the food pantries.
The food is stored on shelves and in a freezer and refrigerators. Occasionally, seasonally fresh
food is available from local gardeners who volunteer to grow and bring excess vegetables to the
pantry. Such things as diapers and baby food are also available.
People in need come directly to one of the three food pantries operated by Lutheran Social
Services in the San Diego area. The program coordinator, with the assistance of trained
volunteers, assesses the individual or family's needs for emergency assistance and gives them
food and hygiene articles to help meet their needs. Records are kept which validate their needs
and their residence, and their eligibility for CDBG funding,
4. Where are services provided? (If different from agency location)
Part II - Application Part II
Page 4 of 27
Services for the Project Hand Emergency Assistance and Services are provided at three locations:
St. Marks Lutheran Church, 580 Hilltop Drive, Chula Vista, (the main location), at Trinity Lutheran
Church, 7210 Lisbon St., in San Diego and at Lemon Grove Lutheran Church, 2055 Skyline Drive,
Lemon Grove,
The majority of services are delivered at the Chula Vista location.
The Area Office for Lutheran Social Services in San Diego is at College Lutheran Church,
The main food pantry is located in a separate building on the grounds of St. Mark's Lutheran
Church at 580 Hilltop Drive, in Chula Vista. Food and other commodities are given to those who
are in need. A staff of volunteers assists Raquel Pedersen, the Coordinator of the program, to
keep track of all activities related to the operation of the program.
5. Please describe your agencies written policies and procedures including how clients are
served, CDBG eligibility requirements, compliance with Federal, State, and Local laws?
Lutheran Social Services of Southern California has a Resource Manual of Policies and Procedures,
which addresses financial management procedures, payroll, budgeting, conflict of interest and other
such policies. In addition there is an Employee Handbook that covers personnel policies and
procedures in detail. The agency vision is "that all people wil have the opportunity to live and work in
a community in safety, dignity and with hope,"
Clients served by LSS/SC are low income to extremely low income, as defined by HUD guidelines.
Income and residence is verified and careful records are kept on clients to ensure that this target
population is the group served. Specific client service records are completed and filed at the food
pantry office by the coordinator of the program,
Part II - Application Part II
Page 5 of 27
Part II - Application Part II
Page 6 of 27
r I
6. Total Program Cost:
Actual 2007- $ 8,900 Proposed 2008- I $ 8,500 I
2008: 2009:
Projected 2008- $ 8,500
2009:
Chula Vista
Non Chula
Vista
1 ,400
1,200
7. Total Number of Clients proposed to be Served in 2008-2009: 4,500
Total Number of Clients Estimated to be Served in 2007-2008: 4,250
Total Number of Clients Served in 2006-2007: Actual
4,188
1,069
City fiscal year is July 1.June 30th,
Beneficiary Information:
$2 Cost ($) per CDBG beneficiary (CDBG Request/CDBG BenefiCiaries)
8. Total City Funds Requested for this Program:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Chula City of City of Chula City of Chula City of CDBG
Vista HOME, Chula Vista Vista HOME, Vista CDBG Chula City of
ESG CDBG ESG Vista Chula
HOME, Vista
ESG
Fundino 8,000 8000 8000
9. Funds Reauested from Other Jurisdictions for this Proaram
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
LSS/SC Matchino 5000 Matchino Funds 8000
Part II - Application Part II
Page 7 of 27
15. Additional COBG Financial information:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no, proceed to question 10.B.) Yes X No D
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMB Circular A-133?
Yes X No D
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concems, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes D No X
c. If the Agency was not required to have an audit per standards of OM B Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDBG grant
funds within the audit's scope? Yes D No D N/A X
B. If the organization has not had a financial audit, please explain the reason.
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes X No D
D. Does the agency certify that no public funds will be used for lobbying? Yes X No D
E. Has the agency previously administered CDBG funds?: Yes X No D
If yes, please describe the agency's experience with CDBG funds:
Part II - Application Part II
16. National Objectives for the COBG Program: Programs must meet National Objective ~570.20 #1
for the CDBG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
1, Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
~ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
X 2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
x 51 % Low-/Moderate-income per Official HUD Income Guidelines (Appendix A).
~ Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons 100 0
served?
(b) Presumed Benefit: The facility will exclusively serve (check one):
elderly persons (over age 62) battered spouses
- illiterate adults (not ESL) - persons living with AIDS
homeless persons migrant farm workers
abused & neglected children severely disabled adults
- See Appendix E for the definition
(c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (I.e., food
banks, clothing banks, facilities serving residents of public housing)
Part II - Application Part II
Scope
17, Measuring an Objective and Outcome of Public Service Activities for the CDBG
Program: In addition to meeting a CDSG National Objective and eligible activity test for
the COBG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUO's Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more information hllo:/ /www.hud. aov/offi ces/cod/a bout/oerformance/trai ni na/ch08. odf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
1, Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. _X_Sustainability- Public Service activity aimed at improving
communities or neighborhoods
2. Decent Housing: Public service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _Affordability- Public Service activities funded to make housing
affordable.
. _Sustainability- Public Service activities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. _Affordability- Public Service activities funded to support
economic opportunities.
. _Sustainability- Public Service activities funded to sustain
economic opportunities.
Part II - Application Part II
~P.E.J_<? Df!!~if~(tJ3_~c!g~tt:.~rrl~;:!!~m.f;!R~IJ~~~ (if Subcontractors are
used please use additional line item budgets).
Program Expenses
1. Rent/Phone/Utilities 300 300 600
500 500 1,000
3. Indirect Costs OMB A-122 904 904 1,808
4. Volunteer Reco nition 100 100 200
5. Staff Milea e 50 50 100
6. Office Su lies 100 100 200
7.
8.
Personnel Costs
5,616 5,616 11,232
10. Benefits (describe)P/R
taxes 430 430 860
Total Costs $ 8,000 $ 8000 $ 16000
Part II - Application Part II
I Tab No, 17
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Familv Violence Treatment Proaram
Organization/Dept.:
South Bay Community Services / YMCA
Project Description:
The program provides therapeutic counseling and crisis services to adult and child victims and
perpetrators family violence. comprehensive strengths-based assessment treatment.
Project Location:
City Wide
Prior Year Fundina; 2008/09 Recommended Fundina:
$34.000 $34.000
Specific use of funds:
Program Expenses and Personnel Costs
HUD Matrix Code: Citation:
05 - Public Services (General) 570.20Hel
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. HelD the Homeless : No . HelD Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/Availability
Environmental Review: Proposed Accomplishmenf: CDBG National Objective:
590 -
Exempt I # of Units - Type of Units! Low Moderate Income Clientele
.:. CDBG Supptem~nfafAppilca.tion:'
~'"
,""",""
Agency Name:
Applicant Name and Address:
South Bay Community Services
1124 Bay Blvd., Suite D
Chula Vista, CA 91911-7155
.. ~ 4. r.-,." I
_""',]
........... '. {
Agency Dire' -'- A--:-1
_ 7. y,-
Kath n Lembo, Executive Ol"re '
Name and Title
_:~-"''<
Agenctlriformation ._ i
(619) 420-5094 ex!. 145
(Area Code) Telephone
klembo@csbcs,org (619) 420-8722
E-mail address (if applicable) (Area Code) Fax Number
Required signatures:, By.-signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utilize CDBG f s for the purposes stated ithin
th plicable regulations (SIGNATURES MUST BE IN LU )
ate
,,;).og
Signa of Agency Director/Date
Kith n Lembo
Printed Name of Agency Director
submittal of this application to be considered
. ','
" .....:,::".,.
rprogram Il'JfQ~fJlP~fon~--i-:
"~:!:'~',,:'~i:~(~'f~~~~~~~!t,~~/:~:i~;(;i~~-~~.:.~~,:;i;~f~- '.' -
.,..,..,.'....,.-...,. ",-";:'_'';::.-,C;J\3';,,r
1. Program Name Famil Violence Treatment Pro ram
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Kathryn Lembo (619)420-5094 ext 145
Name (Area Code) Telephone
2. Program is New for our agency 0 An Ongoing Program ~
3. Brief Description of Program (CDBG Eligible Activities are available at S570.200, S570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
The Family Violence Treatment Program provides therapeutic counseling and crisis services to adult and
child victims & perpetrators of family violence,comprehensive strengths-based assessments; treatment
planning; age-appropriate group and individual counseling for children; victim support groups; crisis
intervention; and SAFE Paths program for Chula Vista children and members of their families who are
dealing with issues pertaining to intrafamilial child sexual molestation
Part II - Application Part Ii
Page 3 of 27
4. Where are services provided? (If different from agency location)
At sees' main office site, and at secs' confidential shelters, and at the YMCA's facility in north Chula
Villa Ol'l 4\0 Alii,
5. Please describe your agencies written policies and procedures including how clients are
urved, eOBG eligibility requirements, compliance with Federal, State, and Local laws?
sees has extensive policies and pl'Qcedures governing how clients are served, including sections in the
Employee Handbook that govem confidentiality, client relations, reporting of child abuse and threats of
violence, and protocols to use with children, as weil as an extensive code of ethics. Our General Policies and
Procedures govem respect for clients, cilent grievances, zero tolerance for fraudulent conduct, training, home
visiting, maintenance <If confidential files, and many other issues. sacs complies with ail Federal, State and
L.ocallaws.
Staff determine if clients fall within income guidelines for provision of CDBG eligible services, utilizing pay
stubs or other information to determine Income hilvel.
After a comprehensive intake meeting, Staff develop a written plan with the clients to assist them in
establishing objectives and goals that will help them address the family violence or abuse issues that have
brought them to us, Children with intrafamilial sexual abuse are referred to our subcontractor, YMCA Family
Stress Counseling Services,
Individual confidentilill files iIIre maintained on eaeh client to document client progress toward their goals.
Clients meet regularly with Case Managei'll to track whether they are able to accomplish their goals and they
utabli:;;h new onilS if necessary.
Port II - Applicotion Part II
Page 4 of 27
I l
6, Total Program Cost:
Actual 2007- $1.129,410 Proposed 2008- I $131,000 I
2008: 2009: request
Projected 2008. $1.131,11Q
2009:
- -.
- - --
Chula Viata NCln Chula
Vllta
7. Total Number of Clients proposed to be Served in 2008-2009: 590
Total Number of Clients Estimated to be Served in 2007.2008: 590
Total Number of Clients Served in 2006.2007: Actual -!!!1
City fiscal year is July 1-June 30th.
Beneficiary Information:
$222 Cost ($) per CDBG beneficiary (CDBG Request/COBG Beneficiories)
$131 ,QOO .;. 590 :; $222
8. Total City Funds Requested for this Proaram;
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Ch u la City of City of Chula City of Chula City of CDSG
Vista HOME, Chuia Vista Vista HOME, Vista CDBG Chula City of
IESG CDBG ESG Vista Chula
HOME, Vistil
eSG
Fundinq 34,000 34 000 35,700
9. Funds Requested from Other Jurisdictions for this Proaram
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
SD Cnty HHSA DVRT 250,OOO/yr Contract-crisis response to Contract running
DV victims throuoh 08-09
State of CA-OES CHAT 172,822 Contract-services to victims 172,822 prOjected
of dv
Cnty of San Diego SHP 50,000 Contract shelter & services to 50,000
victims of dv
State of CA-DHS 261187 Contract DV services
Chuia Vista I'D 79 658 Contract-DV services 79 658
Donations & 261,543 Private funds to support OV unknown
Foundations prOClramminCl
Port II - Applicotlon Part II
Page 5 ot 27
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exceed four (4) pages, excluding the performance schedule and budget.)
o. t!UsI Document the need for the project/program. If the project has been funded before, what
hove been the primory oeeomplishments?
Fomlly Violence, with the frequent collateral issue of intrafamilial sexual molestation, is a major public safety
issue. In 2006 Chula Vista had 1,841 reported DV incidents a 7% decrease from 2005. Chula Vista has one of the
highest incidences of FV in the County: at 8,:24 incidents per 1.000 residents in 2006, far surpassing San Diego's
6.6 per 1,000 !:lersons (from SANDAG & SD County statistics J. SBCS is the ONLY oraanization in the whole South
Bav or~Q orovidlnq!:l full ran9~ of family viol.ljce intervention. treatment. and SUODort Services. SBCS and
Family Stresl c::Ire active participants in reviewing CClmmunity needs and working on direct service solutions with
the overall goal Clf breaking the cycle of violence and promoting the physical, mental, social. and economic
health of families. Through offering a comprehensive DV Prevention & Treatment program over the post 10
years, we hove experienced an increasing demand for services as awareness of the issue increases. SBCS has
been working with YMCA Family Counseling Services to address the multiple issues of these families,& increasing
access to community resources. SBCS now hos its full Fomily Violence Support Services team placed on site ot
the Chulo Vista Police Deportment. increosing the immediate contact SBCS con provide to street officers.
b. B,n~flt Discuss how the project/progrom provides benefit to low-income persons.
How does the proposed project respond to the City of Chula Visto needs~
The program benefits Chulo Vista families by providing them resources to deal with Family Violence, such
os shelter, food and ciothing, os well os counseling and self-sufficiency services. The children who have
been sexuoliy abused gain sUPj:lort ond resources 10 survive the abuse. All of these services are free and
would not be occEmible to these fomilies 11 they hod to pay for them, since few have the resources to
access Ihe depth ond breodth of services offered here.
c. Other Resources and Collaboration Identify other potential or actual sources of funds. What fund
raising has the organizotion done to support the proposed project? What role do volunteers play
in this project~ Has your organization developed this project in collaboration with other groups
offering services~ What services offered by other community groups complement the proposed
project~ Are the proposed ectivities duplicative of projects operated by other locai public or non-
profit organizations~
This progrom Is olso supported by some funding from the State's Maternal & Child Health Program, EFSP-
FeMA funds, end thEil County's Domestic Violence Response Team (which refers clients into the shelter
after on emergency call), and 0 yearly eommunity fundroiser in which the CVPD Chief of Police, Nationol
City I'D Chief of Police and many other volunteers participate. State Assemblywomon Shirley Horton was
a co-Chair with Mayor Cheryl Cox of Chulo Vista ot the October 2007 event. Volunteer interns provide
some of the counseling for the clients, The Mobile Clinic provides medicol services to the shelter. and part
of the food comes from the SHARE program, In addition, port of the food comes from EFSP-FEMA funds.
This partnership with YMCA Youth &. Family Counseling Services is a unique project In the South Bay, os no
other non.profits operate anything like it
d. Oraanlzational Capacltv Summarize the organization's background/programmatic capacity.
Does your organization or proposed service fill a unique niche among clients who ore not currently
served, or are under'served~ Attoch a list of the Board of Directors.
South Bay Community Services (SaCS) is a 36 year old multi-service and community development
orgonizotion, 0 privote, 501 (ClI3) nonprofit organizotion whose mission is to provide children, youth, and
families in the South BOY orea with services which reinforce the family's role in our community and ossist
individuals to aspire realistically 10 lives of self-fulfillment. This is addressed through the provision of
culturally competent bilinguol (English/Spanish) services oimed at the foilowing general purposes: To
provide counseling and educotion for children, youth, and fomilies: To provide area career opportunities,
exploration, and exposure: To provide outreach and educotion in the community; To provide community
development ond social service octlvlties; To provide programs for children, youth, and families in high-
risk situations, SBCS' style is committed to providing respectful services based on community strengths,
Port II - Application Part II
Page 6 of 27
needs and goals. S8CS was created by dedicated, caring community members and continues to receive
guidonce ond direetion from them. sacs begon os 0 treatment center for drug obuslng teens and has
evolved ond exponded in response to the growing needs of the community, and currently provides
services, support and opportunities for over 20,000 individuals and families each year, and impacts more
than 50,000. Youth os well os odult community members are involved in the design, delivery and
evaluation of 011 SBCS activities. Current SBCS Deportments:
FAMILY WELLNESS AND SELF SUFFICIENCY DEPARTMENT: is an integrated continuum of service strategies
and programs which ore focused on recognizing the strengths, assets, and resilieney of fomilies that come
into our ogency for services ond building on those strengths and assets to help them develOP long term
independence and self-sufficiency. Services Include a continuum of short term and transitional shelters:
food & clothing: Temporary Restraining Order assistonce; advocacy with community agencies:
transportation: support groups and child carel while mothers are- in groups: parent-child interactive
parenting groups: employment acquisition and retention support: independent living skills training:
counseling and other supportive services. The Department includes the 24 hr/7 day Domestic Violence
Response Team (Partnered with 4 local law enforcement departments), which responds to Domestic
Violence calls and assesses for the risk of child abuse, then foliaws up with shelter and supportive services.
No other non-profit provides these services in the South Bay area of San Diego County.
YOUTH AND FAMILY DEVELOPMENT DEPARTMENT (YFD): are focused on recognizing the strengths, assets,
and resiliency of youth, in particular those who are transitioning to adulthood, often without the safety net
of adults and/or family to give them support. and maximizing the potential for their long term healthy
development by encouraging their creative abilities within a family and community context, while
assisting them in acquiring the skills and competencies they need to develop self-sufficient lifestyles.
Programs include a continuum of shelter and supportive services (for Runaway 8. Homeless youth and for
former foster youth) os well os a Teen Recovery Center & other youth development activities pius
community education and service projects.
HEALTH & DEVELOPMENTAL SERVICES: First 5 Health 8. Developmental Services' program develops and
implements Integrated networks of services that address the health and development needs of children
birth through age 5 in the Health and Human Services Agency (HHSA) South Bay Region. The program
focuses on school readiness and SBCS provides 0 unique preschool built in cooperation with CV
Elementary School District providing comprehensive school readiness services to children 0-5 in fomilies
affected by Domestic Violence, utilizing Seniors as facilitators and mentors. The classroom serves as a
central site in which SBCS facilitates 0 culturally competent Child Development Program providing a
range of tailored services designed to overcome the systemic and programmatic barriers that currently
prevent young children who have been exposed to domestic violence from entering school ready to
learn.
COMMUNITY DEVELOPMENT DEPARTMENT: promotes community development and neighborhood
revitalization by creating affordable housing options, homebuyer education, affordable apartment
referrals, rent guarantees, neighborhood improvement projects, and economic advancement
opportunities for low income South Bay families. SBCS has more than 428 units of housing.
Part II - Application Part II
Page 7 of 27
SCOPE OF SERVICES
11, Sl;:ope 01 Services
a, Prolect Qess;rlption Describe the proposed service/activity/project to be carried out with the
funds requested, If the proposed project is ongoing, specify why the funds are needed to
serve low ond moderote-income persons. Discuss the cost-per-beneficiary in relation to
prlvote ond other orgonizotlons delivering similar services. Pleose note what proportion of
the proposed budget will support direct services to hameless people. CDBG funds can only
be used for expenditures which directly benefit CDBG-eligible clients.
This is a continuotlon of the current CDBG-funded project. SBCS intakes victims of family violence and
after a thorough assessment. develops with the client a treatment plan that includes a variety of
activities, including several modalities of counseling and/or therapy for both the adult and the child
members of the family. Activities may include individual trauma therapy, specialized counseling for 90
children, and Family Violence Victim Support Groups, children and youth groups. We will intake up to 200
FV victims for crisis intervention within 48 hours of referral by CVPD or hospital. Clients complete a Client
Satisfaction survey. This program also serves several hundred perpetrators of family violence each year in
a I-year Court mandated counseling program. Through a subcontract with YMCA Youth & Family
Counseling Services those dealing with intrafamilial child sexual molestation will be provided the SAFE
Paths format, a 100week group psychoeducational and therapeutic process, four cycles occurring
annually. Groups ore provided In both English and Spanish for Child Victims, Non-offending parents, and
Offenders. Additional counseling services are reimbursed via funds from Victims of Crime, Sliding-scale
fees and donations/foundation grants, etc. YMCA Counseling is provided by Master level Interns and
Licensed stoff. SBCS services are provided by Bachelor's or Master's level staff supervised by licensed staff,
and volunteers. SBCS coordinates services and program reporting. The Cost per beneficiary is $60.51
Approximotely 90% of the funding goes to provide services to low and very low income clients, This is not
a program thqt serves the homeless as a specific target group.
b. TarCletGrouD Quantify the number of low- and moderate-income persons/households to be
assisted pi!lr service/activity/project.
These services will target 590 low and very low income persons in Chula Vista: adult, youth, and
child victims of family violence, victims of intralamilial child sexual molestation, and perpetrators of
family violence
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
S8CS stalf regularly attend community collaborative meetings in the South Bay and in other areas,
during which they share informotion abaut our programs. We ensure that program availability is
known to the County's informotion 211 Resource staff.
12, Performance Schedule
On a separate page. prepare a Work Plan for implementation/completion of the services and
octivities identifiEld in the Scope of Services. In addition, you will be required to indicate
perform once measurements as they relote to the activities of your project. A suggested format is
included on the lollowin~ pege.
Part II - Application Part II
Page 8 of 27
U. 'rojll\!l' ludlllot
On a separate poge, prepore 0 budget summarizing the use of proposed CDBG funding and 011
other resources ovoiloble for the project, A suggested budget summary worksheet Is included in the
follawin9 poges. . Pleose revise the form and annotate budget Items as they relate to your project.
Port II - Application Part II
Scope
iEil'illiJ:lijJlE;lIIBIEil:t!', .It"~e' . (if Subcontractors are
used please use additional line item budgets).
----------~------ ~-------- --------
,
..
BUDGET ITEM CHUlA VISTA OTHER OTHER TOTAL
CDBG list Other list Other
Program Expenses
1. ConsultanVContrlJct 17,650 26.556
service 5,706
., ..
2. Travel, mileaee 9.000 $I flOO
,
3. Office EXl'lense 3.326 68, Q70 71,396
4. Eouioment 5,500 5,500
6. Office & Proaram sunnlies 1,200 45,439 46,639
6. Reoairs an{j maintenance 0 11,700 11,106
. " .. ,
7. Printino & Postaoe 870 11,530 12.460
" ,
8. Federal Approved indirect 0 145,157 14:;;,157
..'-' ...-. .. .. --'" .- .,--.."-- ,. " , , ..
Personnel Costs
.. .. ....', _..0 '-- - ---- .. ..... -'-' .. .-,--._._- , .. ..
9. salaries 1 Il'T Family
Develooment Associate 10,293 673,061 683,354
,
10. Benefits & PR taxes 2,895 117,248 119,409
Total Costs $ 35,700 1,095,410 $ - 1,131,110
- - .' - ... '..-'~ . .'-"-'
Port II - Applicotion Port II
14, WOlk Pia"
(Prepare a Work Plan for Implement(ltlon/completlon of the services and activities identified In the Scope
01 Services)
W91k PI~O (Identify octlvities and completion dates)
Provide 24hr/7 day a week crisis response to DV victims and
their children
Provide community education end outreach
F'rovide Safe shelter IInd support services;
F'rovide Case management; Individual, family, and group
counselln ;
Provide the SAFE Paths psychotherapeutic program and/or
other individual famil . andior rou thera eutlc services.
Provide legal advocacy and restraining order assistance for
DV victims
Ongoing
Ongoing
Ongoing
Ongoing on a weekly basis
Ongoing
Port II - Application Port II
Scope
15. Additional COBG Financial Information:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or Indirectly
through another agency? (If no, proceed to question 10.8.) Yes 181 No 0
a. Did the Agency have an independent audit completed within 9 months of the end of Its
accounting year, and consistent with the standards of OMB Circular A.133?
Yes r8I No 0
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concerns, compliance findings, questioned costs or recommendations for improvements in
the !!Igency's f1n1lncial syetemll? Yes 0 No 1ZI
c. If the Agency was not required to have an audit per standards of OMS Circular A.133, did
Agency have an indepllndent audit by a CPA that inclUded an examination of CDSG grant
funds within the audit's scope'? Yes 0 No 0 N/A lZI
B. If the organi:ation has not had a flnlilncial audit, please explain the reason.
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes IZJ No 0
D. Does the agency certify that no public funds will be used for lobbying? Yes 181 No 0
E. Has the agency previously administered CDSG funds?: Yes IZl No 0
If yes, please desenbe the aQency's experience with CDSG funds:
sees has successfully administered CDBG funds for the Family Violence Prevention program for the
past 11 Yllal'$, as well as eSG.COBG funds for the past 2 years and part of the current year, and other
F'ublle Services funding for more than 3 other programs for the past several years, including 11 years
of Youth Prevention Services, and Thursday's Meal for 10 years. These programs are also in a current
funding year. secs also received funding for a successful Graffiti Eradication program before the City
absorbed it, and a Teen Center until it was Included in the Prevention for At Risk Youth program.
Part II - Application Port II
:Rrqg1~~ffi;l~fprrn~~gb~~1
16. National Objectives for the COBG Program: Programs must meet National Objective 9570.20 #1
for the CDBG Program - Act/vities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check.
1, Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
[j Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance.
xx 2. Limited Clientele: The project must be limited to serving a predominantly low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
XX 51 % Low-/Moderate-income per Official HUD Income Guidelines (Appendix A).
~ Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons 100 'Ji
served?
(b) Presumed Benefit: The facility will exclusively serve (check one):
elderly persons (over age 62) battered spouses
- illiterate adults (not ESL) - persons living with AIDS
- homeless persons - migr<lnt farm workers
- abused & neglected children - severely disabled adults
See Appendix IE for the definition
_ (c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (Le., food
banks, clothing banks, facilities serving residents of public housing)
Part 11- Application Part II
Scope
~e':D""B" 'a' ,', 3~'>:ro-o':~"+'~-'::
'. -" e' ''''m., '
t'i-:'''''';;~'''<'',_:-."_-~,i~;~;~h"~,::,;;--,,,~-"~6,f1..>&J~f. ,H-
17, Measuring an Objective and Outcome of Public Service Actlvltle$ for the COBG
Program: In addition to maeting a CDBG National Objective and eligible activity test for
the CDSG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUD', Objectives and Outcomes. Contact the City for technical
assistance if you are not sure which box to check. Please refer to the HUD website for
more information htto ://www.hud, oov/offices/ cod/about/oerfo rma nce/trai n inQ/ch 08. odf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
XX 1, Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment. Example: An after-school program to
address crime or juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support
housing opportunities in a target neighborhood.
. _XX_Sustainability- Public Service activity aimed at improving
communities or neighborhoods
2. Decent Housing: f'ublic service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _Affordability- Public Service activities funded to make housing
affordable.
. _Sustainabllity- Public Service activities funded to sustain
housing in neighborhoods.
3, Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program,
. _Affordability- Public Service activities funded to support
economic opportunities.
. _Sustainabllity- Public Service activities funded to sustain
economic opportunities.
Part Ii - Application Part II
I'lllfORMANCI MEASUReMINTS
(List major activities, the direct product/service numbers for each activity and the direct outcome/benefit
ot the Clc:tlvlty,)
ACTIVITY INDICATOR OUTCOME
(What the program doe. to 'uUIIIII. mission) (The direct products of program (Benefits that result from the program)
gellvltl..)
service j.
Example: Example: Example:
Provide nutritious, home Deliver nutritious, "hot" meals Improved access to
delivered meals 10 nomebound Ie 01 least sa homebound nutritional, well-bolanced
seniors in Oevis umiors in Dovis meals for program
participants
Improved C1uality of life for
oroaram oarticioonls
Example: !,xample: Example:
Pediatric health cart! for "sick," Provide pedialric health care Improved access to
low/mcdlllrete income childran loot leost 97 "sick," heolthcare for program
in Davis withoul ony form of law/moderate income participants
health eoveroge children In Davis without any
foffl''! of heolth eoveroge Improved quality of life for
oroaram oarticiDonts
- -
ACTIVITY INDICATOR OUTCOME
(What the program doe. to fulfill It. (The direct product. 01 program actlvltle.) (Benefits that result from the program)
mis.lan) service js
Provide 24hr/7day erisis Respond to at least 250 calls Improved access to shelter,
response to OV victims and from CVPO to provide crisis eounseling and DV intervention
children, and follow up with a services to OV vietims with services. Improved salety for
range of ease manegement, ehildren OV victims and children
shelter, end other supportive
serviees
Provide Court-ordered Provide weekly group year- Decreased Ineidences, or
Batterer's treatment program long treatment program for 250 repeat incidences, of domestic
men Clnd OV perpetrators violence, in Chula Vista
referred bv the Courts families.
Provide TherClpeutie program Provide a range of individual, Increased ability to recover
for victims ollntralamilial sexual family or group counseling for from effects of intrafamilial
abuse 90 child victims of intrcfamilial abuse
abuse
POft II - Applicotion Part II
....tD _~w . ."<".p",,,. """'<~I ~B' .'" ""',,,"S\,,,,, "W_" !<l",i'i"
'1J!l. .. ~'Sj''''O''A'''''!e... "rIlftilol;;: "" , .. .'
M \\:Im- -~ - - T' . -M! '-W:.' - ''''' ,." 1., .
~~,,~~."- :.o......:.iot,",.. """"".,,,;;,_, '._'," _,,,;}'" """,-',," h -.,,:,".~ ~ ',n"",, - - '; ',' ":-
18. Process Evaluation: Cescribe how the program will collect data and maintain records to track program
activities. Example: Documentation of program participation via sign in sheets, meeting minutes describing actions
taken, agendas, and flies for news letters naming the City of Chula Vista and HUD as the funding source.
1. Attendance lists for group activities (e.g., women's support groups, perpetrators' groups, children's groups)
2. Case files documenting aetivltles (e.g.. response to police calls, placement in shelter, case management
meetings, income and budgeting activities, individual counseling sessions)
3
19. Outcome Evaluation (List Three Outcomes): Describe how each activities will be measured to determine if
progress has been made to become self sufficient. Example: Interviews, work out plans, pre-and post. surveys.
1. Customer Satisfaction Surveys at end of services
2. Case files documenting beginning status of activities (e,g., housing, no income, no bank account), compared to
ending status (e,g., finding ~t!lble housing, opening, bank account, establishing an income)
3. Completic:m of prescribed pregram of cQunsilling,
20. Key Staff Persons: Please describe the qualifications of key staff that will have direct contact with clients
receiving serviclIli.
Depending on the specific work activity staff may have a college degree or a Master's Degree in Counseling. Group
facilitators have specific training in the modality required for the activity: for example Group facilitators for DV
perpetrator groups have attended prescribed training before being certified to lead the groups. Counselors must be
at Master's level and be either licensed or supervised by licensed staff.
21. Subcontractors (If any): Please list the names of subcontractors that will be used to carry out this activity.
yMCA Youth
Services
1201 Paseo Magda, CV
91910
Multiple State, Courity,
and Federal funding
sources
Part II - Application Part II
Scope
I Tab No. 18
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
HV AC Proiect
Organization/Dept .:
Chula Vista Family Health Center
Project Description:
This project will replace the HV AC system at the new Chula Vista Family Health Center.
Project Location:
0123.02 - 1
Prior Year Fundino: 2008/09 Recommended Fundino:
$0 $30,000
Specific use of funds:
HV AC System
HUD Matrix Code: Citation:
03P . Health Facilities 570.20Hc1
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Help the Homeless : No . Help Disabled Persons : No
Pertormance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/Availability
Environmental Review: Proposed Accomplishment: COBG National Objective:
1-
Exempt I # of Units - Type of Units} Low Moderate Income Area
\
'c
em OF
CHUlA VISTA
CDBG Program Year 2008/2009 Funding Application
PART 1- GENERAL APPLICATION CAPITAL IMPROVEMENT
S f' A G
I P . t I f
f' S
eClon -- enera ro ec norma Ion ummarv
Project Title Chula Vista Family Heaith Center HV AC Project
Brief Summary of the This project will replace the HV AC system at Chula Vista Family
Project Health Center so that it can provide care to uninsured families in
(one to two sentences) a comfortable environment.
Project Address 251 Landis Avenue, Chula Vista, CA 91910
Service Area (list census Chula Vista- Citywide
tracts if applicable):
Funds being requested in CDBG: $30,000
this proposal. Complete all
that apply.
Section B -- General Aoolicant In orma Ion
Legal Name of Applicant Family Health Centers of San Diego
Organization
Street Address, City and Zip Code 823 Gateway Center Way
(Also note mailing address if San Diego, CA 92102
different)
Organization's website address www.fhcsd.org
Person to Contact Regarding this Name: Jennette Lawrence
Application Address: 823 Gateway Center Way, San
Diego, CA 92102
Phone 619-515-2315
Number:
FAX Number: 619-237-1856
Emaii: Jennette@fhcsd.org
Organization's Federal Identification Number (Tax ID #)95-2833205
Is this organization a Community Housing Development Organization (CHDO)? No
f f'
Name of Organization: Family Health Centers of San Diego
Project/Program Name: Chula Vista Family Health Center HV AC Project
Fiscal Year and Audit Reoorts
What is your agency's fiscal year? July 1 - June 30
Date of your organization's most recently completed audit. (Month/Year)
September 2007
What fiscal year did this most recent audit include? (Month/Year through Month/Year)
July 2006- June 2007
Was this audit conducted in compliance with the Single Audit Act? Yes or No.
Yes
Are there any outstanding audit findings, which remain unresolved?
No
Oraanizational structure
Documents Check if
Attached
Bylaws x
Organization Chart x
List of the Board of Directors x
Non-Profit Determination letters from the Federal Internal Revenue Service and x
the State Franchise Tax Board (Form 501.3.c)
Insurance
Evidence of Insurance: A copy of current insurance coverage (General Liability,
Automobile, Worker's Compensation, etc,) must be attached with this application. If
funded, an updated insurance policy will be required with the funding jurisdiction listed as
"additionally insured."
Application - Part I
Page 2 of6
Name of Organization: Family Health Centers of San Diego
Project/Program Name: Chula Vista Family Health Center HV AC Project
Section C -- Beneficiary Information
Income Eligibility. How does (will) your organization verify income eligibility of
vour clients? Check if yes
Area 01 Beneli!.
Program service area has been identified and determined to be statistically low-income
based on the 2000 Census. If you use this method, provide all Census Tracts and Block
Groups served by your program and a calculation of the low-income percentage. Also
attach a map.
Self-Certification, x
Clients independently "self-certify" on a membership form, intake form, etc. If you use
this method, please attach blank intake form.
Client Document Review,
Clients provide tax documents, pay stubs, etc., to verify income. Documents are
reviewed by staff. if you use this method, please attach blank worksheet.
Presumed beneficiaries.
Clients served are primarily and specifically from one of the following groups: abused
children, battered spouses, elderly persons (62 years of age or older), illiterate persons,
migrant farm workers, handicapped individuals, homeless persons. If you use this
method, please indicate which group is served.
Ethnicity and Race (Very few projects are exempted from this requirement.
Please refer to instructions.) Check if yes
Does your organization request information on whether your clients are of Hispanic x
ethnicity?
Does your organization request information on categories of Hispanic ethnicity, i.e.,
Mexican/Chicano, Puerto Rican, Cuban, etc.?
Does your organization ask all clients (including Hispanic clients) whether they are the x
one or more of the following races:
- White
- Black or African American
- American Indian or Alaska Native
- Asian
- Native Hawaiian or Other Pacific Islander
. American Indian or Alaska Native and White
. Asian and White
- Black or African American and White
. American Indian or Alaska Native and Black or African American
- Balance/Other (The balance categary will be used to report individuals that are not
included in any of the singie race categories or in any of the multiple race categories
listed above.)
Does your organization use any other Race categories? If yes, please explain and
attach any forms you use.
It your organization does not currently obtain ethnicity and race information on the ciients to
be served by the proposed project, please explain how this information will be obtained to
meet this requirement.
Application - Part I
Page 3 016
Name of Organization: Family Health Centers of San Diego
Project/Program Name: Chula Vista Family Health Center HV AC Project
Section D - Project Information
Community Needs: Please describe the unmet community need this project proposes to
meet. Refer to the instructions.
This project will address the unmet community need of access to affordable healthcare for
uninsured, low income families. The County of San Diego's recent study of the health care safety
net found that the South Bay region will experience the greatest population growth rate, highest
proportion of Latinos, among the highest rates of uninsured persons and Medi-Cal beneficiaries,
greatest physician shortfall, and among the lowest rates of residents with employer-based
insurance among all County regions over the next 25 years. In order to meet the community's
growing healthcare need, the study suggested that San Diego County would need to add a
minimum of 21 clinics and 1,500 physicians by 2025: a 24.1 % increase in community health center
capacity. (all figs. San Diego Co. Heafthcare Safety Nef Sfudy: Study Core Rept., Abaris Group,
9/18/06).
Proposed Project to Meet Community Needs; How will your agency use these grant
monies to address the unmet community needs described above?
In September of 2007, Family Health Centers of San Diego (FHCSD) received a competitive
federal grant to establish and operate a new community health center in Chula Vista. In
December of 2007, FHCSD purchased a building for the clinic located at 251 Landis Avenue.
Tenant improvements will begin in January and the new Chula Vista Family Health Center will
open by mid-spring. Services to be provided within the first two years of operation will include:
general primary medical care; urgent medical care; family planning services; HIV testing
services: immunizations: OB/GYN care: TB therapy: mental health services, including counseling;
hearing screening; nutrition services: vision screening; referral for comprehensive oral health
care; case management: eligibility assistance: health education; and translation and
transportation assistance.
FHCSD anticipates that 2.400 unduplicated persons will be served in the clinic's first year of
operation, increasing to approximately 4,800 persons in the third year of operation. The majority
of Chula Vista Family Health Center's patients will qualify for free or low-cost services based on
their income, family size and medical condition. No sick person will be turned away due to
inability to pay.
FHCSD is proud to have invested significant organization resources and leveraged $650,000 in
annual federai funding for uninsured families in the City of Chula Vista. However, as the tederal
grant only covers a small portion of the tenant improvement costs, FHCSD is requesting a modest
$30,000 one-time CDBG grant to purchase and install a new HV AC system in the ciinic. The
existing HV AC system does not adequately heat or cool the building and must be replaced.
Application - Part I
Page 4 of 6
Name of Organization: Family Health Centers of San Diego
Project/Program Name: Chula Vista Family Health Center HV AC Project
Obiectives and Outcomes: Check one box in each table below that best reflects
your project's objectives and outcomes, See instructions for definitions.
Objectives Check one
Suitable Living Environment
Decent Affordable Housing
Creating Economic x
Opportunities
Outcomes Check
one
Availability/Accessibility x
Affordability
Sustainability: Promoting
Livable or Viable
Communities
Application - Part I
Page 5 of 6
Name of Organization: Family Health Centers of San Diego
Projecf/Program Name: Chula Vista Family Health Center HV AC Project
Section E -- Application Certifications
The following certification must be completed and signed by an authorized agency
representative to be further considered for HUD program funding.
Agency Certification
The undersigned agency hereby certifies that:
a. The information contained herein and in the attached Part II and Part III (if
applicable) is complete and accurate;
b. The agency shall comply with all federal and City policies and requirements
applicable to the COBG, HOME (and ADDI), ESG program as appropriate for
the funding if received;
c. The federal assistance made available through the CDBG program funding is
not being utilized to substantially reduce the prior levels of local financial
support for community development activities; and,
d. If CDBG funds are approved for a facility, the agency shall maintain and
operate the facility for its appraved use far a period of not less than five years,
unless given specific approval from HUD to do otherwise; and
e. If CDBG funds are approved in the requested amount, then to the best of your
knowledge, sufficient funds will be available to complete the project as
proposed.
Familv Health Centers of San Dieao
(Name of Agency)
Fran Butler-Cohen
(Insert Name of Agency Official)
CEO
tie of Agency Official)
12-27-07
(Date of Signature)
619-515-2301
(Telephone Number of Agency Officiai)
Application - Part I
Page 6 of6
01Y OF
CHUlA VISTA
CITY OF CHULA VISTA
Supplemental Application for:
Community Development Block Grant (CDBG) 2008-2009
CAPITAL IMPROVEMENT/PUBLIC FACILITIES PROGRAM CDBG
APPLICATION
Submit to the City of Chula Vista only to be considered for
CDBG activities.
A. Applicant Information
I. Amount of Ci of Chula Vista CIP funds re
2. Applicant name:
Family Health Centers of San Diego
4. Contact Person: Jennette Lawrence
6. Office Phone: 619-515-2315
8. E-mail: Jennette@fhcsd.or
uested for this ro'ect:
3. Office Address:
823 Gateway Center Way, San Diego CA
92102
5. Title: Director, Govt & Communi Relations
7. Fax: 619-237-1856
9. Tax 10 No.: 95-2833205
B. Proposed Project Information
1. Project Name:
Chula Vista Familv Health Center HV AC Proiect
2. Design Start Date: n/a 3. Construction Start Date: 8/1/08 4. Project Completion Date:
10/15/08
5. Project Description. Describe in detail the activities that will be provided with Chula Vista
CDBG CIP funds, the tasks that will be performed with the requested funding, and schedule of
work (e.goo design, construction, phases, etc. Please submit additional sheets as needed):
Family Health Centers of San Diego will obtain competitive bids for a new HV AC system for
Chula Vista Family Heaith Center. The lowest responsive bid from a contractor who is not on
the federal debarred list will be selected. A contract for the equipment and installation will be
executed and the new system will be instailed.
6. Project Location by Census Tract and Block Group: Census Tract- 0123.02: Block Group- 1
City of Chula Vista CIP Application 2008-2009
Page 1
7. Project Purpose: The purpose of Chula Vista Family Health Center is to provide
comprehensive, affordable, high quality medical services to uninsured and low-income
individuals. The specific purpose of this CDBG project is to replace the HV AC system at Chula
Vista Family Health Center so that patients can be seen in a comfortable environment.
8. Geographic Area where project will occur: Include Census Tracts and Block Groups Attach
map (no larger than 8 x 10). All census tracts and block groups in the City of Chula Vista
(please see attached map.)
9. Is this an on-aoina proiect 0 or a new proiect? D{I
10. List partnerships between your organization and others concerning this project: Chula Vista
Family Health Center was developed in collaboration with many community leaders and
organizations, including Congressman Bob Filner, County Supervisor Greg Cox, Chula Vista
Mayor Cheryl Cox, the Chula Vista Elementary School District, Sharp Chula Vista Medical
Center, and Scrioos Mercv Hosoital.
11. Explain how your project addresses community and/or general City needs: The new heolth
center leverages $650,000 in annual federal funding to provide primary healthcare services to
uninsured and low-income persons in the City of Chula Vista. A recent County of San Diego
study found that 21% of the population in the South region is uninsured and 19.4% relied on
Medi-Cal. These rates were the second highest in the County of San Diego and clearly
demonstrate the need for additional affordable and accessible healthcare services in Chula
Vista.
12. List objectives your project accomplishes: By improving the facilities of Chula Vista Family
Health Center, this project improves the affordability and accessibility of healthcare services to
thousands of uninsured and low-income Chula Vista families.
13. CDBG Funds have a strict expenditure rate. Is this project's implementation and
completion expected to be completed within the next 12 months?
Yes, this project can be completed within the next 12 months.
C. Funding (Please provide funding sources)
I. Total Proiect Cost: $180,000 2. Amount Reauested this Application:$30,000
3. List all funding sources and amounts that have been applied for and/or received:
PriorYrs. 06/07 07/08
1. $150,000 - FHCSD Resources $
2. $
3. $
4. $
5. $
6. $
7. $
4. Total of all revenue sources 1$150,000
5. Do you expect to request additional funds in future years? If so list amount of funds
anticipated, and brief scope of proposed work.
No additional funds for the HV AC proiect will be reauested.
6. Will this project create new and/or additional operational and maintenance expenditures?
Yes 0 No~. If yes, provide both current expected operational and maintenance expenses
and approximate future costs. Please define negligibie, minimal etc.
One Time: On-going:
City of Chula Vista CIP Application 2008-2009
Page 2
D. Proposed Project Budget for 2008-09 (Please provide funding request
based on Davis-Bacon wage rates)
Construction
Purchase/Installation of HV AC System
$ 180,000
$ 30,000
Engineering fees $ $
Design Fees $ $
Construction inspection and administration $ $
Staff Time
Contingency $ $
Operation and Maintenance $ $
Other $ $
180,000
$ 180,000
30,000
$ 30,000
3. Describe your contingency plan in the event your CIP request is not fully funded, or funded at
all. by the City of Chula Vista CDBG funding:
The HV AC system must be replaced. Family Health Centers of San Diego will continue to look
for ublic and rivate rant 0 ortunities and use or anization resources to fund the ro'ect.
E. CDBG Eligibility Requirements
1. CDBG National Objective: Benefit low and moderate income oersons
Please refer to the following
weblink:htto:/ Iwww.hud.aov / offices/ cod/ communitvdevelooment /Iibrarv /stateauide/ ch3.odf :
Note: For Acquisition and Rehabilitation Activities please contact City Staff prior to submittal of
aDDlication,
2. CDBG Eligible Activity Citation Please refer to the following
weblink:htto:/ /www.hud.aov / offices/cod/ communitvdevelooment /librarv /stateauide/ ch2.odf
Construction or improvement of public facilities
3. Proiect Obiective: Please state the project objective that most accurateiy describes what you
intend to accomplish by carrying out this activity. Please select from the following choices:
Suitable Living (Activities that benefit communities/ families/individuals
1 Environment by addressing issues in their living environment)
-
(Housing activities that meet individual family or
community needs: should not be used for activities
2 Decent Housing where housing is an element of a larger effort)
-
(Activities related to economic development,
x 3 Economic Opportunity commercial revitalization, and iob creation I
City of Chula Vista CIP Application 2008-2009
Page 3
4. Proiect Outcome: Please state the proposed project performance measurement outcome that
most accurately describes what you intend to accomplish by carrying out this activity. Please select
from the following choices:
[Activities that make services, infrastructure, housing, and shelter
available and accessible. Note that accessibility does not only refer
to physical barriers)
[Activities that provide affordability in a variety of ways. It can
include creation or maintenance of affordable housing, basic
infrastructure hookups, or services such as transportation or
2 Affordability daycare)
[Activities that promote livable or viable communities and
neighborhoods by providing services or by reviving slums or
3 Sustainabilitv bliahted areas)
S. Describe how the project addresses the objectives and outcomes selected above.
Chula Vista Family Health Center addresses the objective of economic opportunity by providing
preventative and primary healthcare services that help working adults stay prOductive and on the
job and their children stay healthy and in school. The health center's sliding fee scale and
commitment to care for all sick persons, regardless of their ability to pay, makes healthcare services
more available and accessible to uninsured Chula Vista families.
x
Availability/
Accessibility
F. Applicant Certification
1. Print name of authorized person:
Fran Butler-Cohen/.--')
2. Signature ot authoriz .
<---;,.-- ...
3. Title:
Chief Executive Officer
4. Date: ~....
12-27-07
Applications are due Friday, January 4, 2008, by 5:00 p.m.
Late applications cannot be accepted.
Please submit 1 original copy of the completed application to:
Angelica Davis, Community Development Specialist II
Community Development Division
276 Faurth Avenue
Chula Vista, CA 91910
619-691-5036
City of Chula Vista CIP Application 2008-2009
Page 4
ATTACHMENT "A"
Project Workplan and Milestones
Department:
Family Health Centers of San Diego's Facilities Department
Praject Title;
Chula Vista Family Health Center HVAC Project
1. FHCSD will solicit competitive bids August 1, 2008
for a new HVAC system.
2. Project will be awarded to the
lowest responsive bidder who is
not on the federal debarred list.
September 1, 2008
3. New HVAC system will be installed October 1, 2008
at Chula Vista Family Health Center.
4.
s.
City of Chula Vista CIP Application 2008-2009
Page 5
:'\
?
o
06.02
32.07
134.1 2 '
~N
H
134.09
Census Block
Tracts Groups 133.0
123.02 1
123.03 1,2
123.04 1,2
124.01 1,2
124.02 1,2,3
125.00 1,2,3,4,5
126.00 1,2,3,4
127.00 1,2
128.00 1,2,3 ......
129.00 1,2,3 - . 1.>'
<..l
130.00 1,2,3,4 1 -'
131.02 1,2 "i
131.03 1,2
131.04 1,2,3 ,
132.03 1,2,3,4
132.04 1,2,3,4
132.05 1 ,
'"
132.06 1,2,3,4 P AL\.t 0
lJ1
133.01 1,2
133.02 1,2
133.03 1,2,3
133.06 1,2
133.07 1,2
133.08 1,2
13401 1,2
SC
I Tab No. 19
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category;
CDBG
Project Title:
ADA Curb Cuts
Organization/Dept .:
Encineerina and General Services Department
Project Description:
Construct ADA compliant curb ramps in the City.
Project Location;
City Wide
Prior Year Fundina: 2008/09 Recommended Fundino:
$430,582 $390,000
Specific use of funds:
Design and Construction Costs
HUD Matrix Code: Citation:
03L - Sidewalks 570.20Hcl
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Helo the Homeless : No . Helo Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
-
Exemot I # of Units - Type ot Units I Low Moderate Income Clientele
CIlY OF
CHUlA VISTA
CITY OF CHULA VISTA
Supplemental Application for:
Community Development Block Grant (CDBG) 2008-2009
CAPITAL IMPROVEMENT/PUBLIC FACILITIES PROGRAM CDBG
APPLICATION
Submit to the City of Chula Vista only to be considered for
CDBG activities.
For City use only.
A. Applicant Information Applicdtion Number:
1. Amount of City of Chula Vista CIP funds renuested for this oroiect: S350,OOO
2. Applicant name: 3. Office Address:
City of Chula Vista - General Services 276 Fourth Avenue
Chula Vista, CA 91950
4. Contact Person:Jeff Moneda 5. Title:Senior Civil Ennineer
6. Office PhoneJ61 91 397-6102 7. Fax:16191397-6250
8. E-mail:imoneda@ci.chula-vista.ca.us 9. Tax ID No.:
B. Proposed Project Information
1. Project Name: ADA Ramps Citywide
2. Design Start Date: 10/08 3. Construction Start Date: 2/09
4. Proiect Comnletion Date: 5/09
5. Project Description. Describe in detail the activities that will be provided with Chula Vista
CDBG CIP funds, the tasks that will be performed with the requested funding, and schedule
of work (e.goo design, construction, phases, etc. Please submit additional sheets as
needed) :
The scope of work using CDBG funds includes 'the design, survey, and right-of-way processes
involved with the preparation of plans and specifications for the construction of ADA
pedestrian ramps. Subsequent to the preparation of plans and specifications, CDBG funds
shall be used for the construction and associated inspection services for said improvements.
City of Chula Vista CIP Application 2008-2009
Page 1
6. Project Location by Census Tract and Block Group: Citywide
7. Project Purpose: The purpose of this project is to construct the missing infrastructure
improvements necessary in order to satisfy ADA requirements
8. Geographic Area where project will occur: Include Census Tracts and Block Groups Attach
map Ino larger than 8 x 10) .Citywide
9. Is this an on-aoina oroiect 15<1 or a new oroiect? [J
10. List partnerships between your organization and others concerning this project: N/ A
11. Explain how your project addresses community and/or generai City needs: Citizens of Chula
Vista, particularly the disabled community, have expressed concerns regarding the pedestrian
accessibiiity to sidewalks citywide. The completion of these improvements would help in
addressing the citizens' concerns and at the same time construct missing infrastructure.
12. List objectives your project accomplishes: This project would alleviate citizens' concerns
regarding pedestrian accessibility.
13. CDBG Funds have a strict expenditure rate. Is this project's implementation and
completion expected to be completed within the next 12 months? Yes
C. Funding (Please provide funding sources)
1. Total Proiect Cost: $350,000 2. Amount Requested this Aoolication: $350,000
3. List all funding sources and amounts that have been applied for and/or received:
Prior Yrs. 06/07 07/08
l. _CDBG $
2. $
3. $
4. $
5. $
6. $
7. $
4. Total of all revenue sources 1'1.
City of Chula Vista CIP Application 200B-2009
Page 2
5. Do you expect to request additional funds in future years? If so list amount of funds
anticipated, and brief scope of proposed work.
6. Will this project create new ond/or additional operational and maintenance expenditures?
Yes 0 No[8J. If yes, provide both current expecfed operational and maintenance expenses
and approximate future costs. Please define negligible, minimal etc.
One Time:
On-going:
City of Chula Vista CIP Application 2008-2009
Page 3
D. Proposed Project Budget for 2008-09 {Please provide funding request
based on Davis-Bacon wage rates}
CIP,CD8G~portlon~ ,.
.onl' ..
$190,000
Construction
Engineering fees $5,000 $5,000
Design Fees $100,000 $100,000
Consfruction inspection and administration $30,000 $30,000
Staff Time 5,000 5,000
Contingency $20,000 $20,000
Operation and Maintenance $0 $0
Other $ $
350,000
$350,000
350,000
$350,000
3. Describe your contingency plan in the event your CIP request is not fully funded, or funded at
all, by the City of Chula Vista CDBG funding:
This project is 100% CDBG funded and no other funding sources are available for construction
of these improvements.
E. CDBG Eligibility Requirements
1. CDBG National Objective: LMC
Please refer to the foil owing
weblink:htto:/ /www.hud.aov / offices/cod/ communitvdevelooment /librarv /stateauide/ ch3.odf :
Note: For Acquisition and Rehabilitation Activities please contact City Staff prior to submittal of
aDDlicatlon.
2. CDBG Eligible Activity Citation Please refer to the following
weblink:htto:/ Iwww.hud.aov/offices/cod/communitvdevelooment /Iibrarv /stateauide / ch2.odf
3. Proiect Obiective: Please state the project objective that most accurately describes what you
intend to accomplish by carrying out this activity. Please select from the following choices:
Suitable Living (Activities that benefit communities/ families/individuals
X 1 Environment by addressing issues in their living environment)
(Housing activities that meet individual family or
community needs: should not be used for activities
- 2 Decent Housing where housing is an element of a larger effort)
(Activities related to economic development.
3 Economic Ooportunity commercial revitalization, and iob creation I
City of Chula Vista CIP Application 2008-2009
Page 4
4. Proiect Outcome: Please state the proposed project performance measurement outcome that
most accurately describes what you intend to accomplish by carrying out this activity. Please select
from the following choices:
(Activities that make services, infrastructure, housing, and shelter
available and accessible. Note that accessibility does not only refer
to physical barriers)
(Activities that provide atfordability in a variety of ways. It can
include creation or maintenance of affordable housing, basic
infrastructure hookups, or services such as transportation or
2 Affordability daycareJ
(Activities that promote livable or viable communities and
neighborhoods by providing services or by reviving slums or
3 Sustainabilitv bliqhted areasl
5. Describe how the project addresses the objectives and outcomes selected above.
x
Availability/
Accessibility
F. Applicant Certification
1. Print name of authorized person:
Jeff Moneda
2. Signature of authorized person:
3. Title:
Senior Civil Enaineer
4. Date:
1 /16/09
Applications are due Friday, January 4, 2008, by 5:00 p.m.
Late applications cannot be accepted.
Please submit 1 original copy of the completed application to:
Angelica Davis, Community Development Specialist II
Community Development Division
276 Fourth Avenue
Chula Vista, CA 91910
619-691-5036
City of Chula Vista CIP Application 2008-2009
Page 5
ATTACHMENT "A"
Project Workplan and Milestones
Department;
Enaineerina and General Services
Project Title:
ADA Pedestrian Ramos
1.
10/08
2. Design Completion 12/08
3. Environmental Clearance 1/09
4. Advertisement 1/09
5. Begin Construction 3/09
6. End Construction 6/09
City of Chula Vista CIP Application 2008-2009
Page 6
I Tab No. 20
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Castle Park Code Enforcement Prooram
Organization/Dept.:
Plan nino and Buildino Department
Project Description:
Code Enforcement is a proactive program, which targets private residential (single-family
detached and attached) properties located within the Castle Park census tracts (target area).
CDBG funds are used to partially pay the salaries of the four Code Enforcement Officers, who are
assigned to the targeted areas,
Project Location:
13102,13203,13302,13303
Prior Year Fundina: 2008/09 Recommended Fundina:
$150,000 $0
Specific use of funds:
Salaries and Benefits
HUD Matrix Code: Citation:
15 - Code Enforcemenf 570.202( c 1
Is the purpose of the acfivity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Help the Homeless : No . Heln Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
0-
Exempt r # of Units - Type of Units I Low Moderate Income Area
D
,
em OF
CHUlA VISTA
CDBG, HOME & ESG
Program Year 2008/09 Funding Application
PART I - GENERAL APPLICATION
S r
G
I P . t I f
r S
ec Ion A -- enera rOlec norma Ion ummarv
Project Title Community Preservation Program
Brief Summary of the Code Enforcement works in partnership with the residents and
Project
(one to two sentences) business owners of the City of Chula Vista to promote and
maintain safe and desirable living and working environment; to
improve the quality of Chula Vista's neighborhoods through
education, enforcement, and abatement; and to respond to
community concerns and attain compliance with the State and
local codes while maintaining high professional standards and
continually seeking improvements and innovations.
Project Address City of Chula Vista
Planning and Building Department
Code Enforcement Section
276 Fourth Avenue
Chula Vista, CA 91910
Service Area (list census 13102, l32Q3, f33e2:-l3303
tracts if applicable):
Funds being requested in CDBG: $ ESG;$
this proposal. Complete all HOME: $ ADDI:$
that apply.
Section B -- General A
Legal Name of Applicant
Iicant Information
City of Chula Vista
Organization
Street Address, City and Zip Code 276 Fourth A venue
(Also note mailing address if Chula Vista, CA 91910
different)
Organization's website address www.chulavistaca.gov
Person to Contact Regarding this Name: Brad Remp,
Application Assistant Director/Building Official
Address: 276 Fourth Avenue
Chula, Vista CA 91910
Phone
Number: (619) 585-5623
FAX Number: (619) 409-5681
Email: bremp@ci.chula-vista.ca.us
Organization's Federal Identification Number (Tax 10 #) 95-6000690
Is this organization a Community Housing Development Organization (CHDO)? No
Fiscal Year and Au I Repo s
What is your agency's fiscal year?
July 1 to June 30
Date of your organization's most recently completed audit. (Month/Year)
June 2007
What fiscal year did this most recent audit include? [Month/Year through Month/Year)
July 2006 through June 2007
Was this audit conducted in compliance with the Single Audit Act?
Yes.
Are there any outstanding audit findings, which remain unresolved?
No.
dOt rt
o
r
1st t
raamza lona ruc ure
Documents Check if
Attached
Bylaws City Charter X
Organization Chart X
List of the Board of Directors Mayor/Council X
Non-Profit Determination letters from the Federal Internal Revenue Service and
the State Franchise Tax Board (Form 501.3.c)
Insurance
Evidence of Insurance: A copy of current insurance coverage (General Liability,
Automobile, Worker's Compensation, etc.) must be attached with this application. If
funded, an updated insurance policy will be required with the funding jurisdiction listed as
"additionally insured."
Section C -- Beneficiary Information
Income Eligibility, How does (will) your organization verify income
eligibility of your clients?
f
Check iI yes
Area of Benefit.
Program service area has been identified and determined to be statistically low-
income based on the 2000 Census. If you use this method, provide all Census X
Tracts and Block Groups served by your program and a calculation of the low-
income percentage. Also attach a moo.
Self-Certification.
Clients independently "self-certify" on a membership form, intake form, etc. If
you use this method, please attach blank intake form.
Client Document Review,
Clients provide tax documents, pay stubs, etc., to verify income. Documents are
reviewed by staff. If you use this method, please attach blank worksheet.
Presumed beneficiaries.
Clients served are primarily and specifically from one of the following groups:
abused children, battered spouses, elderly persons (62 years of age or older),
illiterate persons, migrant farm workers, handicapped individuals, homeless
persons. If you use this method, please indicate which group is served.
Ethnicity and Race (Very few projects are exempted from this
requirement. Please refer to instructions.)
Ch k"f
ec ,'ves
Does your organization request information on whether your clients are of
Hispanic ethnicity?
Does your organization request information on categories of Hispanic ethnicity,
i.e.. Mexican/Chicano, Puerto Rican, Cuban, etc.?
Does your organization ask all clients (including Hispanic clients) whether they
are the one or more of the following races:
- White
- Black or African American
- American Indian or Alaska Native
- Asian
- Native Hawaiian or Other Pacific Islander
- American Indian or Alaska Native and White
- Asian and White
- Black or African American and White
- American Indian or Alaska Native and Black or African American
- Balance/Other (The balance category will be used to report individuals that
are not included in any of the single race categories or in any of the multiple
race cateaories listed above.l
Does your organization use any other Race categories? If yes, please explain
and attach any forms you use.
If your organization does not currently obtain ethnicity and race information on the
clients to be served by the proposed proiect, nlease explain how this information will be
obtained to meet this requirement.
The ethnicity and race information will be calculated at a rate based on the 2000
Census for each low-mod census tract served by the Community Preservation Program.
Section 0 - Project Information
Community Needs: Please describe the unmet community need this project
proposes to meet. Refer to the instructions.
The General Unit of the Code Enforcement Section historically has been reactive in that
they have not had the time/resources needed to effectively address blight on a
proactive basis. Reactionary code enforcement does little to stabilize neighborhoods
because it is narrow in scope. The establishment of a Community Preservation Program
has allowed the opportunity to make a lasting impact on neighborhoods both residential
and commercial. These proactive sweeps have helped establish a line of
communication between Code Enforcement and the community, previously lacking in
the section. If Code Enforcement does not receive the funds requested, we will be
dependant on general fund monies. Without the requested funding, Code Enforcement
will be required to cut back services City-wide including those within low and moderate-
income areas. This will inhibit the revitalization of blighted neighborhoods and allow
further deterioration. The Department of Planning and Building's ability to perform much
needed code enforcement activities will not meet the community's expectations.
Proposed Project to Meet Community Needs: How will your agency use these
grant monies to address the unmet community needs described above?
The target population consists of the people living and working in the low- and
moderate-income areas of western Chula Vista. These clients often live in and around
substandard conditions that are outside of their control. As the blight in the area
increases, the level of hope or a better place to live and work decreases for the
population that is destined to stay in these neighborhoods due to socio-economic
conditions. Many of these homes are rentals with absentee landlords who are unaware
of the conditions on their properties and the overall affect of their properties on the
surrounding neighborhood. Code Enforcement will use the CDBG funding to help
improve the lives of those living and working in the area through education,
enforcement and abatement as needed.
The primary goals of the Community Preservation Program are to:
1. Proactively inspect properties in the Low/Moderate census track areas previously
identified on a periodic basis to insure that they meet the minimum standards set
forth in the Chula Vista Municipal Code.
2. Educate both property and business owners as to the minimum standard set forth
in the Chula Vista Municipal Code through neighborhood meetings as well as
Notices of Violation.
3. To bring into compliance any properties found to be in violation of the Chula Vista
Municipal Code.
4. Provide assistance with the removal of trash, junk and debris through organized
block efforts by providing dumpster and labor services.
5. Provide assistance with beautification by coordinating landscape and
veaetation enhancement efforts with the Center for Sustainable Enerav.
Obiectives and Outcomes: Check one box in each table below that best
reflects your project's objectives and outcomes. See instructions for definitions.
Objectives Check
one
Suitable Living X
Environment
Decent Affordable
Housing
Creating Economic
Opportunities
Outcomes Check
one
Availability/Accessibility
Affordability
Sustainability: Promoting X
Livable or Viable
Communities
Section E -- Application Certifications
The following certification must be completed and signed by an authorized agency
representative to be further considered for HUD program funding.
Agency Certification
The undersigned agency hereby certifies that:
a. The information contained herein and in the attached Part II and Part III [if
applicable) is complete and accurate;
b. The agency shall comply with all federal and City policies and requirements
applicable to the CDBG, HOME [and ADDI), ESG program as appropriate for
the funding if received;
c. The federal assistance made available through the COBG, HOME (and ADDI) or
ESG program funding is not being utilized to substantially reduce the prior levels
of local financiai support for community develapment activities; and,
d. If CDBG funds are approved for a facility, the agency shall maintain and
operate the facility for its approved use for a period of not less than twenty
years, unless given specific approval from HUD to do otherwise; and
e. If CDBG or HOME [and ADDI) funds are approved in the reqlJested amount,
then to the best of your knowledge, sufficient funds will be avaiiable to
complete the project as proposed.
City of Chula Vista
Planning and Building Department
Code Enforcement Section
(Agency 0 cial Signature)
Iii/os
(Date of Signature)
[619) 691-5002
jsandoval@ci.chula-vista.ca.us
0lY Of
CHUlA VISTA
CITY OF CHULA VISTA
PART II
CODE ENFORCEMENT
FOR 2008-2009 FUNDING YEAR
24 Code of Federal Regulations Part 570.202(c) of the CDBG regulations
authorizes "code enforcement in deteriorating or deteriorated areas
where such enforcement together with public impravements,
rehabilitatian, and services to be provided, may be expected to arrest the
decline af the area."
A. Applicant Information
1. Amount of Ci of Chula Vista CDBG funds re uested for this ro'ect:
2. Applicant name: 3. Office Address:
City of Chula Vista 276 Fourth Avenue
Planning and Building Department Chula Vista, CA 91910
Code Enforcement Section
4. Contact Person: Brad Rem 5. Title: Assistant Director Buildin Official
6. Office Phone: 619 585-5623 7. Fax: 619 409-5861
8. E-mail: brem@cLchula-vista.ca.us 9. Tax 10 No.: 95-6000690
B. Proposed Project Information
1. Project Name:
Communi Preservation Pro ram
2. Project Start Date: 3. Program Start Date: Currently ongoing
4. Pro'ect Com letion Date: On oin
5. Project Description, Describe in detail the activities that will be
provided with Chula Vista CDBG funds, the tasks that will be
performed with the requested funding, and schedule of work
(Please submit additional sheets as needed):
The primary goals of the Community Preservation Program are to:
1.Proactively inspect properties in the Low/Moderate census track areas previously
identified on a periodic basis to insure that they meet the minimum standards set
forth in the Chula Vista Municipai Code.
2. Educate both property and business owners as to the minimum standard set forth
in the Chula Vista Munici 01 Code throu h nei hborhood meetin s as well as
Notices of Violation.
3. To bring into compliance any properties found to be in violation of the Chula
Vista Municipal Code.
4. Provide assistance with the removal of trash, junk and debris through organized
block efforts by providing dumpster and labor services.
5. Provide assistance with beautification by coordinating landscape and
vegetation enhancement efforts with the Center tor Sustainable Energy.
6. Project Location (Please describe the specific boundary of deteriorating or
deteriorated areas, include a map see#8 below)
This program aims to revitalize neighborhoods in the previously identified Low/Mod
Census Tracks of the Castle Park Neighborhood within the City of Chula Vista. The
boundaries are Fourth Ave from Orange north to L St. L St east to Hilltop. Hilltop south to
East Naples. East Naples east to the 805 Freeway. 805 Freeway south to the SDG&E
easement. SDG&E easement southwest to Oranae. Oranae west to Fourth Ave.
7. Project Purpose:
This program aims to revitalize the Casfle Park ",eighborhood in Western Chula Vista.
Code Enforcement Officers will conduct proactive enforcement sweeps that will
identify and rehabilitate blighted neighborhoods. The Community Preservation Program
combines community partnerships, proactive enforcement and public education and
engagement to combat Neighborhood blight. The goal of the program is to improve
the quality of life within this neighborhood. We also seek long-term change by
establishing partnerships within the community and educating the public about our
services and the value of code enforcement. Emphasis is placed on identifying the
specific needs and tailoring an appropriate proactive response. Typical violations to be
addressed include accumulated trash, junk and debris, outdoor storage, portable
carports, illegal construction, inappropriate uses in all zones and illegal and/or excessive
signage.
8. Geographic Area where project will occur: Include Census Tracts and Block
Groups Attach map 'no larger than 8 x 10).
13102, 13203, 13302, 13303
9. Is this an on-noinn nroiect 1'5<1
or a new nroiect?
[J
9. List partnerships between your organization and others concerning this project:
The Community Preservation Program works with established neighborhood groups and
business associations to educate and inform residents and business owners of the
requirements of the Chula Vista Municipal Code.
11. Explain how your project addresses community and/or general City needs:
The General Unit of the Code Enforcement Section historically has been reactive in that
they have not had the time/resources needed to effectively address blight on a
proactive basis. Reactionary code enforcement does little to stabilize neighborhoods
because it is narrow in scope. The establishment of a Community Preservation Pragram
has allowed the opportunity to make a lasting impact on neighborhoods both
residential and commercial. These proactive sweeps have helped establish a line of
communication previously lacking in the section. If Code Enforcement does not receive
the funds requested, we will be dependant on general fund monies. Without the
requested funding, Code Enforcement will be required to cut back services City-wide
including those within low and moderate-income areas. This will inhibit the revitalization
of blighted neighborhoods and allow further deterioration. The Department of Planning
and Building's ability to perform much needed code enforcement activities will not
meet the community's expectations.
12. List City of Chula Vista or Master Plan objectives your project accomplishes:
Increase quality of life by identifying and addressing substandard conditions and blight.
13. Describe the deteriorating or deteriorated areas your project addresses:
This program aims to revitalize the Castle Park neighborhood in Western Chula Vista,
extending from Fourth Ave from Orange north to L St. L St east to Hilltop. Hilltop south to
East Naples. East Naples east to the 805 Freeway. 805 Freeway south to the SDG&E
easement. SDG&E easement southwest to Orange. Orange west to Fourth Ave. The
target population consists of the people living and working in the low and moderate-
income areas of the Castle Park neighborhood and Western Chula Vista. These clients
often live in and around substandard conditions outside of their control. As the blight in
the neighborhood increases, the level of hope for a better place to live and work
decreases and they become victims of the surrounding socio-economic condition.
Many of the homes in these neighborhoods are rentals with absentee landlords who are
unaware of the conditions of their properties and the overall affect they are having on
the neighborhoods. These CDSG funds will allow Code Enforcement to aid in improving
the lives of those living in the area through education, enforcement and abatement as
needed.
c. Fundinq Eliaible Costs under Code Enforcement Include: Costs incurred for
inspections for code violations (including salaries and overhead): and the enforcement
of code requirements (including salaries, overhead and legal proceedings),
1 . Total Project Cost: $519,500
2. Amount Re uested this A Iication:
3. List all funding sources and amounts that have been applied for and/or received:
Prior Yrs. 06/07 07/08
$150,000 $150,000
$881 ,392 $369,500
$ 120,114 $ 0
$ 36.400 $ 0
32,990 0
1. City of Chula Vista CDBG
2. General Fund
3. Fines and Penalties
4. Zoning Fees
5. RDA Reimbursements
4. Total of all revenue sources 519,500
5. Do you expect to request additional funds in future years?
funds anticipated, and brief scope of proposed work.
If so list amount of
erational and maintenance
expenditures? Yes D No[8J. If yes, provide both current expected operational and
maintenance expenses and approximate future costs. Please define negligible,
minimal etc.
One Time:
On-going: X
7. Direct Costs: Direct costs charged to the CD8G program for code inspection must
be based on appropriate time distribution records that should reflect an after-the-fact
distribution of actual activity of each CDBGO-funded employee. Does your project
have a svstem in Dlace to collect this information? Yes [8J NoD.
D. Proposed Project Budget for 2008-09
Staff Costs
SR Code Enforcement Officer/Manager
Code Enforcement Officer II 1
Other
NOTE: Staff costs are shown at full-cost recovery
rate - all operating expenses and benefits are
included
Total Ex enses
2. Total of all Expenses
150,000
$150,000
3. Describe your contingency plan in the event your request is not fully funded, or funded at all,
by the City of Chula Vista CDBG funding:
If the CDBG funds requested are not awarded the difference will have to be made up by the
general fund. As the City's budget tightens fewer general fund dollars are available and the
lack of sufficient funds may jeopardize the program. If so the Community Preservation Program
will be forced to scaie back serving fewer low-moderate neighborhoods and individuals,
leaving them at risk of an increased decline of conditions within their neighborhoods and
businesses.
E. CDBG Eligibility Requirements
1. CDBG National Objective:
Please refer to the following
weblink:http:/ /www.hud.aov/offices/cpd/communitvdevelopment /librarv /stateauide/ch3.pdf :
2. CDBG Eligible Activity Citation Please refer to the following
weblink:http:/ /www.hud.aov / offices/ cpd/ communitvdevelopment /librarv /stateauidefch2.pdf
.
3. Proiect Obiective: Please state the project objective that most accurately describes what you
intend to accomplish by carrying out this activity. Please select from the following choices:
Suitable Living (Activities that benefit communities/ families/individuals
X 1 Environment by addressing issues in their living environment)
-
(Housing activities that meet individual family or
community needs; should not be used for activities
- 2 Decent Housing where housing is an element of a larger effort)
(Activities related to economic development,
3 Economic Opportunity commercial revitalization, and job creation)
4. Proiect Outcome: Please state the proposed project performance measurement outcome that
most accurately describes what you intend to accomplish by carrying out this activity. Please select
from the following choices:
(Activities that make services, infrastructure, housing, and shelter
Availability / available and accessible. Note that accessibility does not oniy refer
1 Accessibility to physical barriers)
-
(Activities that provide afford ability in a variety of ways.. It can
include creation or maintenance of affordable housing, basic
infrastructure hookups, or services such as transportation or
2 Affordability daycare)
-
(Activities that promote livable or viable communities and
neighborhoods by providing services or by reviving slums or
X 3 Sustainability bliahted areas)
5. Describe how the project addresses the objectives and outcomes selected above.
This is the only program of its kind within the City of Chuia Vista and as such these CDBG funds wills be
set aside to pay for the services/salaries and associated costs of the Code Enforcement Officer(s)
assigned to the program. These funds will allow the Community Preservation Program of the Code
Enforcement Section to respond to complaints in a timely manner as well as continue to proactively
perform sweeps within the low-moderate census tracks previously identified allowing the City to arrest
the decline and begin to revitalize neighborhoods within Western Chula Vista.
6. Describe how this project benefits Chula Vista low-income persons.
Code Enforcement will respond to general complaints and conduct proactive sweeps to address
specific issues identified as important by the neighborhood. Code Enforcement staff will contact the
tenant and property/business owners and seek voluntary compliance through education wherever
possible. When necessary, Code Enforcement will initiate formal enforcement action in an attempt
to motivate and gain compliance. If compliance is not gained the City may abate the violations/
conditions and charge the property owner. In addition, the Code Enforcement Officers will act as
the communication conduits to relay concerns of area residents to the appropriate departments
throughout the City, and educate the public by attending community meetings and distributing
educational materials. Blighted conditions within low and moderate income areas will gradually be
reduced. Pride of ownership will return to the neighborhood and members of the surrounding area
will also improve and maintain their homes and businesses without being prodded by the city.
F. Applicant Certification
1. Print name of authorized person:
James D. Sandoval
2. Signature au h
3. TItle:
Director
4. Date:
Applications are due Friday, January 4,2008, by 5:00
p.m. Late applications cannot be accepted.
Please submit 1 original copy of completed application to:
Angelica Davis, Community Development Specialist II
Community Development Division
276 Fourth Avenue
Chula Vista, CA 91910
619-691-5036
~fft..
-......---
~~~
01Y Of
CHlJIA VISI'A
HUMAN RESOURCES DEPARTMENT
RISK MANAGEMENT DIVISION
January 4, 2008
To: Redevelopment Agency of the City of Chula Vista
The purpose of this letter is to verifY that subject to policy territory limited to the United
States of America, our employees are covered for injuries arising in the course of their work
by our self-insured workers' compensation program subject to a $500,000 retained limit
above which the city purchases insurance.
For General and Auto Liability exposures we are permissibly self-insured for the first
$250,000 and are members of the San Diego Pooled Program Insurance Authority
(SANDPIP A) for losses up to $2M. Above that, we purchase commercial insurance.
Sin~~~
ille Yee Galleher
City of Chula Vista
Human Resources I Risk Management
276 Fourth Ave.
Chula Vista, CA. 91910
jgalleher@ci.chula-vista.ca.us
PH: (619) 476-5372
Fax: (619) 691-5199
I MEMORANDUM OF INSURANCE !ISSUE OATE 1/4/2008
ALlIANT INSURANCE SERVICES, INC. THIS MEMaRANDUM IS ISSUED AS A MATTER OF
P.O. BOX 6450 INFORMATION ONLY AND caNFERS NO RIGHTS UPON
NEWPORT BEACH, CA 92658-6450 THE MEMORANDUM HaLDER. THIS MEMORANDUM
Ph (949) 756-0271 / Fax (949) 756-2713 DOES NOT AMEND, EXTEND, OR ALTER THE
License No. OC36861 COVERAGE SHOWN BELOW.
SAN OIEGO POOLEO INSURANCE COVERAGE AFFaRDED BY
" INSURED PROGRAM AUTHORITY ANa
MEMBER AGENCY OF: LETTER A: INOIVIOUAL CITY'S SELF-INSURED RETENTION
CITY OF CHULA VISTA
276 FOURTH AVENUE LETTER B: MSan Diego Pooled Insurance Program Authority, A Public
CHULA VISTA, CA 91910 Agency.6
....
" MEMBER AGENCY OF THE SAN OIEGO POOLED INSURANCE
PROGRAM AUTHORITY
COVERAGE PER CA. GOVERNMENT CODE SECTION 990,4(a), 990,8(c)
THIS IS TO CERTIFY THAT A MEMORANDUM OF INSURANCE BELOW HAS BEEN ENTERED INTO BY INSURED
NAMED ABOVE AS AUTHORIZED BY CALIFORNIA GaVERNMENT CODE SECTlaN 990.4(a) AND 990.8(c) FaR
THE PERIOD INDICATED NaTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY
CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS MEMORANDUM MAY BE ISSUED OR
MAY PERTAIN. THE COVERAGE AFFORDED BY THE CONTRACT DESCRIBED HERE IS SUBJECT TO ALL THE
TERMS, EXCLUSIONS, AND CONDITIONS OF THE SUCH CONTRACT.
MEMORANDUM MEMORANDUM MEMORANDUM LIABILITY LIMITS IN THOUSANDS
LTR TYPE OF COVERAGE NUMBER EFFECTIVE EXPIRATION EACH
DATE DATE OCCURRENCE AGGREGATE
A GENERAL AND SELF INSURED 07101/07 07101/08
AUTOMOBILE LIABILITY BI&PD 250, N1A
COMBINED
PERSONAL INJURY INCL.
B EXCESS LIABILITY" . SDC 0022 07/01/07 07/01108
BI&PD
COMBINED 1,75Q,
"" THE ABOVE NOTED MEMORANDUM OF INSURANCE IS A CLAIMS-MADE CONTRACT
DESCRIPTION aF OPERATlaNS I LOCATIONS I VEHICLES I SPECIAL ITEMS 1
COOE ENFORCEMENT COMMUNITY DEVELOPMENT BLOCK GRANT FY09
SUBJECT TO POLICY TERMS CONDITIONS AND EXCLUSIONS. CO
MEMORANDUM HOLDER CANCELLATION 1
SHOULD AN'( OF THE ABOve DeSCRIBED CONTRACTS Be CANCELLED BEFORE THE
EXPIRATION DATE THEREOF, THE AUTHORITY WlL.L. ENDEAVOR TO MAIL 30 DAYS"
WRITTEN NOTICE TO THE HOLDER NAMED HEREON BUT FAILURE TO MAll SUCH
NOTICE SHALL IMPOse NO OBUGAT10N OR LlABIUTY OF ANY KIND UPON THE
AUTHORITY, OR ITS REPRESENTATIVES. EXCEPT 10 DAYS FOR NON.PAYMENT OF
PREMIUM.
REDEVELOPMENT AGENCY OF THE CITY OF CHULA VISTA
276 FOURTH AVENUE AUTHORIZED SIGNATURE 1
CHULA VISTA, CA 91910
~ C chzrr-
G:\JPUnil\Sandpipa\Sd-Uacility\Sd-Uab-alrl_Sd Pooi Uac Cen-Pri.doc
Doug Leeper
From:
Sent:
To:
Subject:
Doug Leeper
Thursday, January 03, 2008 5:23 PM
Joan Schmid
RE: 380 D st - abatement of swap and of lead paint contamination
Joan, Can you provide a list of all the options at this location short of demoiition? Also is it in a redev area? doug
-Original Messag~--
From: Joan Schmid
Sent: Monday, December 10, 2007 11:32 AM
To: Doug Leeper
Subject: 380 D st - abatement of BWOP and of lead paint contaminabon
Doug, this is a "heads-up" on the CE case at 380 D St. The abatement work progress has stalled. Normally, our
solution would be to have the owner board and secure the property and record the violations. However, on this
property there is a significant portion of the work that involves lead paint abatement. If not remediated, the paint will
continue to peel off the building and poison the soil of this property and of the homes and apartments abutting it.
Therefore, I am asking for permission to start the first steps in the process of abatement by the City. The least
expensive abatement for the City to pursue consists of removing the four illegal and substandard rear apartments,
removing/repairing the house and garage in front, removing 4 inches or more of lead contaminated soil and capping
the site with gravel or other material. The work will have to be performed by qualified lead abatement contractors and
will have to be cleared by a lead abatement specialist.
With your approval, I will begin the process of getting qualified bids for the work. Then we will have a basis for
requesting abatement funds from City Council. Reimbursement for this expenditure will most Iikeiy be a Special
Assessment (tax) lien on the property.
FYI - we have already assessed civil penalties of $100,000.00, FCR of $8,000.00, the NOV has been recorded, and a
permit for repairs (but not lead paint abatement) has been issued but has had no inspections.
1
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I Tab No, 21
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDSG
Project Title:
Community Housina Imorovement Proaram
Organization/Dept.:
Redevelonment and Housina
Project Description:
Funds will be used to establish a revolving loan program which provides low-interest and/or
forgivable loans to qualified low income households in Chula Vista for home repairs.
Project Location:
Ciht Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$0 $100,000
Specific use of funds:
Direct Financial Assistance
HUD Matrix Code: Citation:
14A - Rehabilitation rSin<de Unit) 570.202
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Helo the Homeless : No . Helo Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
10-
Exemot I # of Unifs - Type of Unifs) Low Moderate Income Households
I Tab No, 22
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Section 108 Loan Payment
Organization/Dept.:
Redevelopment and Housina
Project Description:
Funds to be used for the programmed Section 108 Loan Payment. Loan funds are to be used for
infrastructure improvements in the Castle Park Area,
Project Location:
N/A
Prior Year Fundina: 2008/09 Recommended Fundina:
$800,000 $762,952
Specific use of funds;
Debt Service
HUD Matrix Code: I Citation:
Is the purpose of the activity to:
. Prevent Homelessness: N/ A . Help those with AIDS : N/A
. Helo the Homeless : N/A . Help Disabled Persons : N/A
Performance Measurement:
Objective: N/ A Outcome: N/ A
Environmental Review: Proposed Accomplishment: COBG National Objective:
0-
Exemot (# of Units - Type of Units! N/A
An application is not required as part of the
Section 108 Loan payment set aside.
I Tab No. 23
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Fair Housinn Services
Organization/Dept.:
Redevelooment and Housina
Project Description:
Funds will be used to contract with a fair housing provider to provide outreach and education
regarding fair housing legal rights and responsibilities on behalf of the City, The provider will also
provide technical training to industry professionals, and maintain programs and procedures under
which citizens of the city may register complaints concerning their allegations of unlawful housing
discrimination and seek enforcement assistance.
Project Location:
Citv Wide
Prior Year Fundina: 2008/09 Recommended Fundino:
$39,000 $35,000
Specific use of funds:
Salaries and Benefits
HUD Matrix Code: Citation:
05J - Fair Housinn Activities 570.20Hel
Is the purpose of fhe activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. HelD the Homeless : No . HelD Disabled Persons : No
Performance Measurement:
Objective: suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
-
ExemDt I # of Units - Type of Unifs} Low Moderate Income Clientele
A Request for Qualifications for Fair Housing
Services will be within the next 60 days. For this
reason, an application has not been included.
I Tab No. 24
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title:
Reaional Task Force on the Homeless
Organization/Dept.:
Recional Task Force on the Homeless
Project Description:
The RTFH provides information and referral services to homeless service agencies, individuals and
local government jurisdictions and publishes for the public homeless information reports that
address homeless services, the homeless population profile and homeless funding. The RTFH also
operates a HUD mandated Homeless Management Information System that allows service
agencies to track homeless client information through a central database.
Project Location:
Citv Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$1.000 $1.000
SpeCific use of funds:
Salaries and Benefits
HUD Matrix Code: Citation:
21 A - Proaram Administration 570.206
Is the purpose ot the activity to:
. Prevent Homelessness: N/A . Help those with AIDS : N/A
. Help the Homeless : NIA . Help Disabled Persons : NLA
Performance Measurement:
Objective: N/ A Outcome: N/ A
Environmental Review: Proposed Accomplishment: CDBG National Objective:
0-
Exempt I # of Units - Type of Units) N/A
.
.\
c
For questions regarding this application, or to request technical assistance please contact city staff listed
below:
Staff Person Angelica Davis, CDSG Coordinator
Staff Person Jose Dorado, HOME Coordinator
(619) 691-5036 adavis@ci.chula-vista.ca.us
(619) 476-5375 jdorado@ci.chula-vista.ca.us
Following is the amount of funding that is estimated to be allocated by this application for public services by
funding category and year, Estimates are based upon 2007 allocations by Congress, Actual levels of CDSG
funds will not be determined until Congress officially adopts the annual federal budget. Additionally, eligible
CDSG special economic development activities will not be accepted during this CDSG application period.
Participating City Est. CDSG Public Service Funds
Available 2008-2009
City of Chula Vista Approximately $370,000
Limit your answers to the space provided, using a minimum font size of 10 points.
Agency Name:
Applicant Name and Address:
Regional Task Force on the Homeless, inc.
4699 Murphy Canyon Road
San Diego, CA 92123
Agency Director:
John Thelen, Acting Executive Dir.
Name and Title
858.636.4152
(Area Code) Telephone
deborah.lester@rtfhsd.org 858.492.2059
E-mail address (if applicabie) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utilize CDBG funds for the purposes stated within
the applicable regul ions. (SIGNATURES MUST BE IN BLUE INK) Ad-;.., f 1>.
2-: L-z..-Z'O-o7
Signature of Age y oard President/Date S nature of Agency Director/Date
~M;..r"" ":iO~7h...... :::r,:,\..., \1..~~,^- .4c;f:~ ED
Printed Name bf Agency Board President Printed Name of Agency Director .
~ Attach a copy of the board resolution authorizing submittal of this application to be considered
for COBG funds ma be submitted after af:> Iication deadline.
Part II - Application Part II
Page 2 of 26
1. Program Name RTFH
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Deborah Lester 858.636.4152
Name (Area Code) Telephone
Deborah .Iester@rtfhsd.org
E-mail address if available)
2, Program is New for our agency 0 An Ongoing Program i:8I
3, Brief Description of Program (CDBG Eligible Activities are available at ~570.200, ~570,201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570,207).
The RTFH provides information and referral services to homeless service agencies, individuals and local
government jurisdictions and publishes for the public, homeless information reports that address
homeless services, the homeless population profile and homeless funding. The RTFH also operates a
unique (HUO Mandated) Homeless Management Information System that allows service agencies to
track homeless client information through a central database and makes reporting to HUO more efficient,
saving staff time and public money.
4. Where are services provided? (If different from agency location)
At Agency address and throughout the entire county.
5, Please describe your agencies written policies and procedures including how clients are
served, CDBG eligibility requirements, compliance with Federal, State, and Local laws?
The RTFH serves all homeless persons throughout the county. This is accomplished by providing
information and referral services to homeless service agencies, public entities, community groups,
individuals interested in homelessness and homeless persons themselves. The RTFH also provides a
HUD Mandated Homeless Management Information System to the community. This allows agencies to
efficiently collect and report homeless data. In turn they can spend more time working with their clients
and they can easily apply for additional types of funding.
All eligibility requirements and compliance with public laws are tracked via reference guides provided by
the related entity. Staff are responsible to meet and maintain specific requirements for each entity.
Part 11- Application Part II
Scope
6. Total Program Cost:
Actual 2007- $682653 Proposed 2008- I $682653 I
2008: 2009:
Projected 2008- $682653
2009:
Chula Vista
7. Total Number of Clients proposed to be Served in 2008-2009: 200
Total Number of Clients Estimated to be Served In 2007-2008: 100
Total Number of Clients Served in 2006-2007: Actual 100
City fiscal year is July 1-June 30th.
Beneficiary Information:
~ Cost ($) per CDBG beneficiary (CDBG Request/CDBG Beneficiaries)
. The total number of homeless persons assisted via RTFH data, reports or referral services is
impossible to determine. Many agencies and community groups use RTFH data to help homeless
daily but these numbers are undetermined. Therefore the cost per beneficiary is also impossible to
determine. However, it is thought to be very low.
8, Total City Funds ReQuested for this Proaram:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Chula City of City of Chula City of Chula City of CDBG
Vista HOME, Chula Vista Vista HOME, Vista CDBG Chula City of
ESG CDBG ESG Vista Chula
HOME, Vista
ESG
Fundino 1000 1000 1000
9. Funds ReQuested from Other Jurisdictions for this ProQram
City/County Awarded 2007- Type of Funds Requested 2008-
2008 2009
Citv of Carlsbad 500 CDBG 500
Citv of Escondida 1000 CDBG 1000
Citv of Oceanside 1000 CDBG 1000
Citv of San Dieoo 45000 Social Services 45000
Countv of San DiPno 65000 Various 65000
HUD 485153 SHP 542153
UW/Disc, 84000 Various 27000
Part II - Application Part II
Scope
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exceed four (4) pages, excluding the performance schedule and budget.)
a. Need Document the need for the project/program. If the project has been funded before, what have
been the primary accomplishments?
It is estimated that there are 6,968 homeless individuals and only 3,800 year-round emergency
and transitional shelter beds available to them in San Diego County. It is therefore very important
for all those involved to be provided with accurate information and assistance while working
together to efficiently and effectively deal with our homeless problem at hand. Those associated
with homelessness require independent third party homeless data that can be used for planning,
coordination and most importantly, for acquiring homeless service funding. Many public and
private grants that are submitted throughout the County require homeless data. Homeless data
as provided by the RTFH. The RTFH continues to provide specific information and education on a
wide variety of the different aspects of homelessness, The RTFH continues to collect, analyze
and disseminate information on homelessness. The RTFH continues to do this by providing
information & referral services to the region along with reports on homeless services, funding and
population information. The RTFH also maintains a HUD mandated Homeless Management
Information System (HMIS) that is provided to our local continuum of care.
b. Benefit Discuss how the project/program provides benefit to low-income persons.
How does the proposed project respond to the City of Chula Vista needs?
All persons in our community who are eventually assisted by RTFH data are considered low-
income. The RTFH addresses the community's need for specific information and education on a
wide variety of the different aspects of homelessness. The RTFH collects, analyzes and
disseminates information on homeless ness, and facilitates regional solutions through planning,
coordination and advocacy. The RTFH does this by providing information & referral services to
the region along with reports on homeless services, funding and population information. The
RTFH also provides a HUD mandated Homeless Management Information System (HMIS) to our
local continuum of care. The RTFH is currentlv the onlv aoencv that Drovides the San Dieoo
reo ion with comDrehensive information on homelessness. The RTFH also addresses our
community's need for homeless funding by providing information to the Regional Continuum of
Care Council for the annual HUD Supportive Housing Program application. This application
brings in 8-11 million dollars of federal homeless funds to the region. RTFH information on
homelessness is used in numerous other State and Federal grant applications from homeless
service providers. The City of Chula Vista benefits by having it's members use RTFH data for
multiple reasons to assist numerous individuals.
c. Other Resources and Collaboration Identify other potential or actual sources of funds, What
fund raising has the organization done to support the proposed project? What role do
volunteers play in this project? Has your organization developed this project in collaboration
with other groups offering services? What services offered by other community groups
complement the proposed project? Are the proposed activities duplicative of projects
operated by other local public or non-profit organizations?
The RTFH seeks funding from many local jurisdictions and foundations. The United Way of San
Diego County, the City and County of San Diego, the Cities of Carlsbad, Escondida & Oceanside,
HUO, the Parker Foundation, the McCarthy Foundation and San Diego Grantmakers. The RTFH
fund raises by completing numerous grants to those entities and continues to look for additional
resources. Volunteers assist with the annual RTFH homeless count and by providing us with
homeless service and funding information. The RTFH works with most of the homeless service
agencies throughout the region and with many community groups and most public entities. All
Part 11- Application Part II
Scope
HUD SHP funded agencies use the Homeless Management Information System. The RTFH is
currently the ONLY agency that provides the San Diego region with comprehensive information
on homelessness.
d. OrClanizctioncl CCDacitv Summarize the organization's background/programmatic
capacity, Does your organization or proposed service fill a unique niche among clients who
are not currently served, or are under-served? Attach a list of the Board of Directors.
The RTFH has been providing services since 1985. The RTFH is currently the ONLY agency that
provides the region with comprehensive information on homelessness and one of only two
agencies to provide other agencies with a Homeless Management Information System.
SCOPE OF SERVICES
11. Scope of Services
a. Prolect DescrlDtlon Describe the proposed service/activity/project to be carried out with the
funds requested. If the proposed project is ongoing, specify why the funds are needed to
serve low and moderate-income persons. Discuss the cost-per-beneficiary in relation to
private and other organizations delivering similar services. Please note what proportion of the
proposed budget will support direct services to homeless people. CDBG funds can only be
used for expenditures which directly benefit CDBG-eligible clients,
The RTFH provides information and referral services to homeless service agencies, individuals
and local government jurisdictions. The RTFH publishes and makes available to the public,
homeless information reports that address homeless services, the homeless population profile
and homeless funding. The funding requested in this application is needed to keep the project
ongoing otherwise there wouid be no entity that could provide comprehensive regional homeless
information. The total number of homeless persons assisted via RTFH data, reports or referral
services is impossible to determine. Many agencies and community groups use RTFH data to
help homeless daily or to apply for Federal/State/Private grants but the numbers of homeless
helped are undetermined. Therefore the cost per beneficiary is also impossible to determine.
However, since the RTFH is the only entity to provide this information the cost-per-beneficiary is
low. All (100%) of the proposed budget supports services to the homeless.
b. TarClet GrouD Quantify the number of low- and moderate-income persons/households to be
assisted per service/activity/project.
It is estimated that at least half of the homeless population (at least 3500 overall/200 CV) will
eventually be assisted via RTFH information.
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
The RTFH is Regional therefore staff make a presence in every region in San Diego county. In
addition, RTFH reports are made available to the entire region.
12. Performance Schedule
On a separate page, prepare a Work Plan for implementation/completion of the services and
activities identified in the Scope of Services. In addition, you will be required to indicate
performance measurements as they relate to the activities of your project. A suggested format is
included on the following page.
Please see Attachments A & C
Part 11- Application Part II
Scope
13. Project Budget
On a separate page, prepare a budget summarizing the use of proposed CDBG funding and all
other resources available for the project. A suggested budget summary worksheet is included in the
following pages. Please revise the form and annotate budget items as they relate to your project.
Please see Attachment B
14. Work Plan
(Prepare a Work Plan for implementation /completion of the services and activities identified in the Scope
of Services)
Please see Attachment A
15. Additional CDBG Financial information:
A. Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether such funds were received directly from federal agencies or indirectly
through another agency? (If no, proceed to question 10.B.) Yes ❑ No
a. Did the Agency have an independent audit completed within 9 months of the end of its
accounting year, and consistent with the standards of OMB Circular A -133?
Yes ❑ No ❑
b. Did the audit report contain any findings regarding deficiencies or material weaknesses,
concerns, compliance findings, questioned costs or recommendations for improvements in
the agency's financial systems? Yes ❑ No ❑
c. If the Agency was not required to have an audit per standards of OMB Circular A -133, did
Agency have an independent audit by a CPA that included an examination of CDBG grant
funds within the audit's scope? Yes ® No ❑ N/A ❑
B. If the organization has not had a financial audit, please explain the reason.
The RTFH had an independent audit.
C. Does the agency carry comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
property damage? Yes ® No ❑
D. Does the agency certify that no public funds will be used for lobbying? Yes ® No ❑
Has the agency previously administered CDBG funds ?: Yes ® No ❑
If yes, please describe the agency's experience with CDBG funds: The RTFH has received
CDBG funds from multiple sources for many years.
Part II - Application Part II
Scope
16, National Objectives for the COBG Program: Programs must meet National Objective ~570.20 #1
for the COBG Program - Activities Benefiting Low-/Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for technical assistance if you are not sure which box to check,
1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low-/moderate-income as determined by Census Tract
and Block Group data. Contact the City for this information.
@11 Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly describe how the boundaries of the service area were determined.
Include the Census Tract and Block Group. Please contact the each City included in
boundaries for technical assistance,
X 2. Limited Clientele: The project must be limited to serving a predominantiy low-/moderate-
income clientele (choose one of a, b, or c)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
51% Low-/Moderate-income per Official HUD Income Guidelines (Appendix A).
@11 Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons '*
served?
Presumed Benefit: The facility will exclusively serve (check one):
_ elderly persons (over age 62) _ battered spouses
illiterate adults (not ESL) persons living with AIDS
X- homeless persons migrant farm workers
- abused & neglected children severely disabled adults
See Appendix E for the definition
Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly low-/moderate-income persons (i.e., food
banks, clothing banks, facilities serving residents of public housing)
-L(b)
_(c)
Part II - Application Part II
Scope
17. Measuring an Objective and Outcome of Public Service Activities for the CDBG
Program: In addition to meeting a CDBG National Objective and eligible activity test for the
CDBG Program - Choose the most appropriate box below (1 or 2) to show how the program
meets HUD's Objectives and Outcomes. Contact the City for technical assistance if you are
not sure which box to check. Please refer to the HUD website for more information
http://www . h ud. aov /offices/cpd/aboutlperforma nce/trai n ina/ch08. pdf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outcome (Affordability or Sustainability):
Xi, Suitable Living Environment: Public Service activities funded to provide access
to a suitable living environment. Example: An after-school program to address crime or
juvenile delinquency in target neighborhoods.
. _Affordability- Public Service activities funded to support housing
opportunities in a target neighborhood.
. --1L Sustainability- Public Service activity aimed at improving
communities or neighborhoods
2, Decent Housing: Public service activities to increase access to housing. Example:
Fair Housing Counseling Program
. _Affordability- Public Service activities funded to make housing
affordable.
. _Sustainability- Public Service activities funded to sustain housing in
neighborhoods.
3. Economic Opportunity: Public service activities funded to provide access to
economic opportunities. Example: Operation costs for a jobs transportation program,
job training program, literacy program.
. _Affordability- Public Service activities funded to support economic
opportunities.
. _Sustainability- Public Service activities funded to sustain economic
opportunities.
PERFORMANCE MEASUREMENTS
(Ust major activities, the direct product/service numbers for each activity and the direct outcome/benefit
of the activity,)
Please see Attachment C
ACTIVITY INDICATOR OUTCOME
(What the program does to fulflUIIs mlsslan) (The dlred products of program (Benefits that resuR from the program)
acflvllles) Service ils
Example: Example: Example:
Provide nutritious, home Deliver nutritious, "hot" meals Improved access to
delivered meals to homebound to at least 88 homebound nutritional, well-balanced
seniors in Davis seniors in Davis meals for program
participants
Improved quality of life for
oroaram oarticipants
Example: Example: Example:
Pediatric health care for "sick," Provide pediatric health care Improved access to
low/moderate income children to at least 97 "sick," healthcare for program
in Davis without any form of low/moderate income participants
health coverage children in Davis without any
form of health coverage Improved quality of life for
proaram participants
; ,:m&:o€J f(:j till \I,\j€j~~
d2xo1JK;lifir@'2
18, Process Evaluation: Describe how the program will collect data and maintain records to track program
activities. Example: Documentation of program participation via sign in sheets, meeting minutes describing
actions taken, agendas, and files for news letters naming the City of Chula Vista and HUD as the funding source.
1. Information and referral service contacts are kept in a contact log
2. The number of reports developed is tracked by the number of reports printed
3. The number of reports sent out to the community is tracked in a contact log
19, Outcome Evaluation (List Three Outcomes): Describe how each activities will be measured to determine if
progress has been made to become self sufficient. Example: Interviews, work out plans, pre-and post- surveys.
1. Progress for information and referral services is measured by the number of contacts made
2. Progress for developing reports is measured by the completion of those reports
3. Progress for reports made available to the community is measured by the number of reports printed and/or the
availability of reports on the RTFH website.
20. Key Staff Persons: Please describe the qualifications of key staff that will have direct contact with clients
receiving services.
RTFH Staff have many years experience providing homeless information and referral services to the community.
They also have many years experience in developing homeless reports.
21. Subcontractors (if any): Please list the names of subcontractors that will be used to carry out this activity.
&l{6fB.t_~ (if Subcontractors are
used please use additional line item budgets).
--~--
BUDGET ITEM CHULA VISTA OTHER OTHER TOTAL
CDBG List Other List ather
Program Expenses
1.
2.
3.
4.
5.
6.
7.
8.
Personnel Costs
9. Salaries (Include title and
name of staff cerson)
10. Benefits (describe)
Total Costs $ $ $ -
Part 11- Application Part II
RTFH/City of Chula Vista 08/09 CDBG Application
ATTACHMENT "A"
Project/Program Workplan
Organization:
Regional Task Force on the Homeless, Inc.
Re ional Task Force on the Homeless
To assist local nonprofit homeless service agencies and the City
of Chula Vista in assessing and meeting the needs of homeless
individuals and families within the city by providing homeless
information and referral services and homeless information in
the form of reference uides and re orts,
By June 30, 2009, City staff, homeless & service agencies will
be provided with homeless reports from the RTFH, information
and referral services and access to the local HUO HMIS,
Objective;
f;~\,\:\jF~-':_ -', ~rr;:;::t': {;i>",~';;ij?;;":2"'0':f'"-;"']i'~--~----- - '.J~ff":,,? -- ''7': (-,---- ;'"
iii;il;=_~__~~~......".=],~1l.~...........2.::.J........~~_......~.........~~.....~~~_
1. Provide information and referral
services to Homeless persons, agencies
and City staff,
2. Provide Homeless Services profile
(reference guide) to City staff,
homeless persons and agencies.
3. Provide Homeless funding profile to
City staff and agencies.
4, Provide Homeless population profile to
City staff and agencies.
5, Provide homeless and shelter
information for the local HUD
Continuum of Care application(this
provides 7-11 million in federal
homeless dollars to our region).
6, Provide Homeless Management
Information System access to 01
homeless service agencies,
7. Provide additional homeless
information tracked by the Homeless
Management Information System as
re uested b Ci staff.
Ongoing
June 30, 2009
June 30, 2009
June 30, 2009
Prior to application deadline established by
HUD
Ongoing
As requested
Page 1 of 1
RTFH/City of Chula Vista 08/09 CDBG Application
ATTACHMENT "B"
Budget
Program Expenses
1095 245239 54010 300344
2.
3.
4.
5.
6.
7.
8.
Personnel Costs
9. Salaries (Include title
and name of staff erson
Exec.Dir. TBD 889 39900 31528 3616 20 75953
Interns KieferR/Kath C 2223 998 26650 28873
HMIS Staff 26856 207315 235169
10. Benefits (describe)
Taxes/Health Ins./W.Com 111 277 4005 6616 27985 3320 42314
Total Costs
$1000 $2500 $45000 65000 485153 84000 682653
Page 10f 1
RTFH/City of Chula Vista 08/09 CDBG Application
ATTACHMENT "C"
Performance Measurements
ACTIVITY INDICATOR OUTCOME
(What the program doe. to fulfill It. mission) (The direct products of program (Benefits that re.ulllrom the program)
actlvltie.)
Service Is
Provide information and referral Provide information and Homeless individuals able to
services to the community referral services to homeless access available resources
individuals, homeless service
providers and community
members via telephone and
email. respond to all requests
Provide homeless informational Create new and/or update Homeless individuals, homeless
reports to the community current homeless population, service providers and
homeiess services and community members able to
homeless funding reports- access available resources
make these reports available and able to use RTFH data in
to the community applying for Federal/State or
other homeless funding grants
Provide Homeless Management Create access to the Homeless service provider
Information System to the Homeless Management community able to efficiently
homeless service provider Information System for the enter data into a homeiess
community homeless service provider data base offering effective
community-conduct time saving reporting tools
outreach, offer help desk providing staff with more time
support and offer trainings to for clients and other duties, in
all interested homeless service turn saving the agency
providers funding resources
Page lof 1
I Tab No. 25
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
CDBG
Project Title;
Plannina & Administration
Organization/Dept .:
Redevelopment and Housina
Project Description:
Administration funds will be utilized for staff costs associated with the management and
administration of Chula Vista's CDBG program, including planning, regulatory compliance, contract
administration, and fiscal management.
Project Location:
N/A
Prior Year Fundina: 2008/09 Recommended Fundina:
$369,266 $358,754
Specific use of funds:
Salaries and Benefits
HUD Matrix Code: Citation:
21A - Program Administration
Is the purpose of the activity to:
. Prevent Homelessness: N/ A . Help those with AIDS : N/A
. HelD the Homeless : N/A . HelD Disabled Persons : N/A
Performance Measurement:
Objective: N/ A Outcome: N/ A
Environmental Review: Proposed Accomplishment: CDBG National Objective:
0-
Exempt I # of Units - Type of Units) N/A
I Tab No. 26
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
HOME
Project Title:
Production of Affordable Housina
OrganizationlDept.:
Redevelooment and Housina
Project Description:
Funds will be utilized with prior year HOME funds for continued funding of affordable housing
development, housing site improvements, predevelopment costs and other activities to stimulate
housing for lower income persons in the City,
Project Location:
Citv Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$522,801 $809,545
Specific use of funds:
Direct Financial Assistance
HUD Matrix Code: I Citation:
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Helo the Homeless : No . Helo Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
0-
Exemot (# of Units - Type of Units) Low Moderate Housino
I Tab No. 27
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
HOME
Project Title:
HOME Planning & Administration
Organization/Dept.:
Redevelopment and Housing
Project Description:
Administration funds will be utilized for staff costs associated with the management and
administration of Chula Vista's HOME program. including planning. regulatory compliance,
contract administration, and fiscal management.
Project Location:
N/A
Prior Year Fundina: 2008/09 Recommended Fundina:
$93,089 $89,949
Specific use of funds;
Salaries and Benefits
HUD Matrix Code: I Citation:
Is the purpose 01 the activity 10:
. Prevent Homelessness: N/ A . Heip those with AIDS : N/A
. Help the Homeless : N/A . Help Disabled Persons : N/A
Performance Measurement:
Objective: N/ A Outcome: N/ A
Environmenlal Review: Proposed Accomplishment: CDBG National Objective:
0-
Exempt (# of Units - Type of Units) N/A
I Tab No, 28
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category;
HOME
Project Title:
ADDI-First Time Homebuver Pro!:lram
Organization/Dept.:
RedeveloDment and Housina
Project Description:
Provides first-time homebuyers with down payment assistance to low-income residents for purchase
of single family homes,
Project Location;
Ciht Wide
Prior Year Fundina: 2008/09 Recommended Fundino:
$17,444 $7,048
Specific use of funds:
Direct Financial Assistance
HUD Matrix Code: I Citation:
Is the purpose of the activity to:
. Prevent Homelessness: No . Help those with AIDS : No
. Heln the Homeless : No . Help Disabled Persons : No
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability
Environmental Review: Proposed Accomplishment: CDBG National Objective:
2-
Exempt r # of Units - Type of Units! Low Moderate Clientele
I Tab No. 29
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
ESG
Project Title:
Casa Nueva Vida
Organization/Dept.:
South Bay Community Services
Project Description:
Funding provides essential services (child care and transportation vouchers) as well as Operation
Costs for the Casa Nueva Vida program.
Project Location:
City Wide
Prior Year Fundina: 2008/09 Recommended Fundina:
$80,955 $83,769
Specific use of funds:
Essential and Ooeratina Costs
HUD Matrix Code: I Citation:
Is the purpose 01 the aclivity 10:
. Prevent Homelessness: Yes . Help those with AIDS : No
. HelD the Homeless : Yes . HelD Disabled Persons :N
Performance Measurement:
Objective: Suitable Living Environment Outcome: Sustainability/ Availability
Environmental Review: Proposed Accomplishmenl: CDBG National Objective:
53 -
ExemDt I # of Units - Type of Units! Low Moderate Clientele
i'l
Agency Name:
Applicant Name and Address:
South Bay Community Services
1124 Bay Blvd., Suite D
Chula Vista, CA 91911-7155
.:. CDBG ~upplemenh31 .Appfi~~fI9n~"
Agency Director:
Kathryn Lembo, Executive Director
Name and Title
(619) 420-5094 ext. 145
(Area Code) Telephone
klembo@csbcs.org (619) 420-8722
E-mail address (if applicable) (Area Code) Fax Number
Required signatures: By signing below, you certify that the information in this application is
accurate to the best of your knowledge and that you have read the application, certifications,
and appendixes and are eligible and able to utilize CDBG funds for the purposes st ted wi hin
the a pli ble regulations. (SIGNATURES MUST BE IN INK)
__ . La, ~
Signature of Agenc;yBoa d Preside ate S gna e 01 Agency Director/Date
Maria Guasp n Lembo
Printed Name of Agency Board President /Printed Name of Agency Director
~ Attach a copy of the board resolution authorizing submittal of this application to be considered
~<?r 9[:)~~,fund~,J~~Y.2.~~,l:l!J,~i!!~9_.~~~L.I!EgliS~!!9ncl~~cl,I~9~): . ....... "'0'
':-',":~_:-~, Y'i;~,::~;-::,/ :->-'F:'i~f,:--:;fi::",::--:';'~'~"U7_t/_:-';;'~:::-:~>:';-:_'':'::/;F;:l';.:;-~:~{!':~~i:;':'':.';~:i~:';;~t:~-;":;i~:iV';::'\j\~.:;}:j,:t;~;r~'2/~;-;"r::'\>~~~:;-\'/i~-><;:" ~ ....,<<,., -, ./.' -," .-,",':' ,_j}'J"-'~',;,21\{-::.:' ';,"',i' ,
?
1. Program Name ESG-Casa Nueva Vida
Contact Person (available to answer questions July 1, 2008 - June 30, 2009)
Kathryn Lembo (619)420-5094 ext 145
Name (Area Code) Telephone
(619)420-8722
Area Code Fax Number
2. Program Is New for our agency 0 An Ongoing Program ~
3. Brief Description of Program (CDBG Eligible Activities are available at ~570.200, ~570.201,
570.202, 570.204 and Ineligible Activities are included in 24 CFR Part 570.207).
CNV offers a short term shelter/housing program for homeless families (with children), many of whom
are victims of domestic violence.dStaffdevelop a comprehensive strengths-based assessment, after
which together they develop a treatment plan (including skills-building & counseling) so the client can
work to re-establish self-sufficiency and end their homelessness.
For Homeless individuals w/o children including the chronic homeless, SBCS provides food, clothing,
transportation and referrals to other shelter programs.
. Where are services provided? (If different from agency location)
1 Fourth Avenue
hulo Visto, CA 91910
his is a 12-unit apartment complex in northwestern Chula Vista owned by South Bay Community
Services. Additionally, when the shelter Is full SBCS provides shelter in local motel/hotels while
providing ease management and supportive services.
5. Please describe your agencies written policies and procedures including how clients are served,
CDBG eligibility requirements, compliance with Federal, State, and Local laws?
sacs has extensive policies and procedures goveming how clients are served, including sections in the Employee
Handbook that govern confidentiality, client relations, reporting of child abuse and threats of violence, and protocols
to use with children, as well as an extensive code of ethics. Our Generai Poiicies and Procedures govern respect
for clients, client grievances, zero tolerance for fraudulent conduct, training, home visiting, maintenance of
confidential files, and many other issues. SBCS complies with all Federal, State and Local laws.
Clients are served at the Casa Nueva Vida site by Case Managers who are in an office on site. These case
managers also provide services to those homeless clients in local hotel motels. Case Managers confirm that the
clients are homeless using a Homeless Certification Form which staff use during intake meetings. The form is
signed by the Client/Applicant and Staff, and then the form is included in the ciient's individual confidential file. Staff
also determine if clients fall within income guidelines for provision of CDBG eligible services.
For homeless individuals without children on-call staff provide emergency food and clothing and transportation and
referrals to other shelter program:s.
secs complies with all Federal, state and Local laws.
After a comprehensive intake meeting, Staff develop a written plan with the clients to assist them in acquiring the
skills to become employablE!, finish their educations, get training, or whatever they need to become self sufficient.
sacs staff help each client develop a budget and provide classes and information to assist them in maintaining a
budget, opening and baiancing a bank account, and saving money so they can establish an independent
household, IndividUal confidential files are maintained on each client to document client successes. Clients meet
regularly with Case ManagE!rs to track whether they are able to accomplish their goals and they estabiish new ones
if naeessllry.
1 .... - "
-I
, ,
6. Total Program CClst;
Aetual 2007. S245,132 fiilroposed :1008. r $85:000 -I
:W08: 200\l: request
f"rojecled 2001:!. $259,840
2009:
I
-
Chula Vista
Non Chura
Vllta
37
37
7. Total Number of Clients proposed to be Served in 2008-2009: 53
Total Number of Clients Estimated to be Served in 2007-2008: 53
Total Number of Clients Served In 2006-2007: Actual 102
City fiscal year is Jl.Ily hJune 30\11,
Beneficiary InformotiQn:
$944 Cost ($) r;:lef CDBG beneficiary (CDBG Requesf/CDBG BeAElfii;iClries)
8. Total City Funds Reauested for this Program:
City Awarded 2006-2007 Awarded 2007-2008 Requested 2008-
2009
City of Chula City of City of Chula City of Chula City of CDBG
Vista HOME, Cnula Vista Vista HOME, Vista CD6G Chula City of
ESe> CDSG ESG Vista Cnulll
HOMe, Vista
eSG
"". ..~. ".,,' -- w -, -, - -~i3 340 ......__.- - .. -- --~!lS 000 . On_ -
Fundina $!l2,644
.-." ,- - -.'- - .. -----. --
.. .. -..-- -- - .--.- .. -
9. Fl.Inds Real.lested from Other Jurisdictions for this Proaram
- ----
City/County Awarded 2007. Type of Funds Reql.lested 2008-
2008 2009
St<lt;e of CA - Oept of HS $63,904 Contract-Battered Women's Funds se<:ure tilfu 2010
Shelter services
, ._... u $74 890 - 0-'"
Donations &. Foyndations Private fundraisino 74 890 I'lroiected
F;F5P-FEMA $36 046 Contract-Shelter 36046 !'lro;ected
- - ..
-- .. , .. ...0-" .. ..
.-.- - -- .-'- -
PROJECT NARRATIVE
10. PROJECT NARRATIVE (You may adjust the spacing as necessary, however the body of the
application may not exc:eed four (4) peges, exc:luding the performanc:e schedule and budge!.)
a. ~ Doe:ument the need for the project/program. If the project has been funded before. whot
have baen the l'rimory oec::eFAr;llishments?
sacs OlDerotElS the only perm<::lfIenlly estoblished homeless short-term shelters in the South Bay area of SD
Coul'1ty. Chulo Visto is <:In integfc:lllDorl of the Heusing crisis facing the whole County. with housing prices
and rents far outstripping the ability of Chulc:l Vlsto residents to afford them. 100% of SBCS' clients in the
past year were low income. Wllh vacancy rates at a continuing low, it is nearly impossible for low-income
families to find adequate affordable housing. (Chula Vista has 0 3.1 % vacancy rate. SD County is 4.5%:
SANDAG)"The majority of our homeless cliel'1ts are fleeing domestic viOlence{ with children. many of
whom hove also suffered injury. either emotionol or physical), & there are usually up to 15 on a waiting list
for shorl-term sheller/housll'1g. The most frequent reasons cited by women seeking shelter include
domestic violence. lack of affordable housing. exacerbation of other problems because of substance
abuse. and Lack of income and skills to find good jobs. Childcare costs are also prohibitive. while clients
work toward self-sufficiency by c:lcquiril'1g job skills or completing their educations. SBCS provides
comprehensive services for families in shelter through a combination of County. state. City. and private
funds. 64% So (ll'l to sofl~ stable housing.
b. Benefit Discuss how the project/program provides benefit to low-income persons.
,"ow does the prOr::;lesl!lO project resr::;lond to the City of Chula Vista needs?
This is 0 eOl'1tinuotion of current services used to fund the short term part of the Coso Nueva Vida housil'lg
progrom, deflnao il'1 this gront os emergency shelter) :
sacs proposes to serve homeless Chula Vista and South Bay families with children. up to 75% of whom are
homeless due to domestic violence. Additionally. SBCS will provide emergency services. transportation
and referral to other shelter progroms for homeless indlviduols w/o children including the chronic
homeless. Mony elients are deoling with CI variety of issues, economic educational. 3. emotional. 68.2%
c:lre L<;ltino. 18.2% Afrieon American. 12.3% White, ond 1.3% Other. All are very low income. Our goal is to
decrease homelessness among DV victims c:lnd others (with children) in Chulo Vista by providing safe
temporary housing with supportive services. (up to 72 beds of short term housll'1g serving up to 25
homeless families at any Ol'1e time il'1 Chulo Vista) leading to self-sufficiency. The major benefit is that
families gain the skills to become independent so they eventually no longer depend on public
osslstol'lce.
c. OthfJr Resources and Collaboration Identify other potential or actual sources of funds. What fund
raislnlil has the oraal'll~otkll'1 done to sUPl50rt the proposed project? What role do volunteers play
in this project~ Hos your orgoni~otiol'1 developed this project in collaboration with other groups
offering services? Whot services offered by other community groups complement the proposed
project? Are the >:::lfoposed activities duplicotive of projects operated by other local public or non-
!:IrQlit oflilonl~otions~
This progrom is also supported by IUl'1dil'1g from the State's Moternal a. Child Heolth Program. private
demotions c:lnd foundotlon gronts. ond eFSP-FeMA lunds. c:lnd a yearly community fundraiser in which the
CVPO Chief of Police. Notionc:ll City PD Chief of Police ond mony other volunteers porticipate. State
AssemblywomQn Shirley Horton was 0 co.Chc:lir with Moyor Cheryl Cox of Chulo Vista at the October 2007
event. Volunteer interns provide some of the counselinS) for the clients. The Mobile Clinic provides
medical services to the shelter. and port of thi!lfood comes from the SHAIi1E program. In addition, part of
the lood comes from EFSP.FEMA funds. This is a unique project In the South !SOY. os no other non-prollts
operole ol'lylMing like it,
d. Oraanizatiqnal CaDellfitv Summorize the organizotion's background/programmatic capacity.
Does YOur orgclI'1izotion or proposed service fill 0 unique niche c:lmonS) clients who ore not currently
served. or ore under-served? Attach (] list of the Board of Directors.
South Bay CommUl'1ily Services (SaCS) is a 36 year aid multi-service and community development
orgc:lnlzotion. <:1 private, 501 (C)[3) nonprofit orgal'1ization whose mission is to provide children, youth. ond
femilies in thlil South Boy oreo with serviees whic::h reinlorce the family's role in our community and assist
inellviduels Ie l'lspire reCllistleOIlY to lives of selMulllllmenl. lhis is e:lddressed Ihrough the provision of
cullurally coml'etent bllinguol (!:n\illlsh/Spanish) services (limed at the fOllowing general purposes: To
;:lrQvide counseling ond educotionlor ehildren, yovth, ond fomilies: To provide crea career opportvnities,
exploration, and eXposure: To provide outreach and educotion in the community: To provioe community
development ond sodal service activities: To provide programs for children, youth, ond families in high-
risk situotlons. SBCS' style is committed to providing respectful services based on community strengths,
needs and goals. sacs was created by dedlcoted, caring community members and continues to receive
guidance and Oirection from them. sacs began os 0 treatment center for drug abusing teens and has
evolved ond expanded in response to the growing needs of the community, and currently provides
services, support ond opportunities for over 20,000 individuals and families each year, and impacts more
than 50,000. Youth as well os adult community members are involved in the design, delivery and
eveluction of 011 sacs octlvities. Current SBCS Deportments:
FAMILY WELLNESS AND SELF SUFFICIENCY DEPARTMENT: is an integrated continuum of service strategies
ond progroms whiCh ore focused on recognizing the strengths, assets, and resiliency of families that come
into our agency for services end bUilding on those strengths and assets to help them develop long term
independence and seif-sufficiency. Services include a continuum of short term and transitional shelters:
lood & clothing: Temporary Restraining Order assistonce: advocacy with community agencies:
tronsportatlon; $lJpport groupS and child core while mothers ore in groups: parent-child interactive
porentin!:;l grovps; employment ocquisltion and retention support: independent living skills training:
counseling ond other supportive services. The Depelrtment ineludes the 24 hr/7 day Domestic Violence
Respon.e Teom (portnered with 4 locol low enforcement oef'artments), which responds to Domestic
Violence calls and os.esses lor the risk of child abuse, then follows up with shelter and supportive services.
No other non-prelll provides these services in the Seuth Bay area of Son Diego County.
YOUTH AND FAMILY DEVELOPMENT DEPARTMENT (YFD): are focused on recognizing the strengths, assets,
and resiliency of youth, in particular those who ore tronsitioning to adulthood. often without the safety net
of odulls and/or family to give them support, and maximizing the potential for their long term healthy
development by encouraging their creative obllities within a family and community context, while
assisting them in acquiring the skills ond competencies they need to develop self-sufficient Iilestyles.
Pro\;lroms include a continuum of shelter end supportive services (for Runaway & Homeless youth and lor
former loster youth) as well as a Teen f;!ecov\!lry Center & other youth development activities plus
community education and service projects.
HEALTH & DEVELOPMENTAL SERVICES: First 5 Health & Developmental Services' program develops and
implements integroted networks of services that address the heolth and development needs of children
birth through age .5 in the Heolth ond Humon Services Agency (HHSA) South Bay Region. The progrom
focuses on school readiness and sacs provides a unique preschool buill in cooperation with CV
Elementary School District providing comprehensive school readiness services to children 0-5 in families
otll1lcted by Domestic Violence, utilizing Seniors os facilitators and mentors. The ciassroom serves os a
cenlral site in which sacs locilitates 0 eulturolly competent Child Development F'rogram providing 0
ronge of tollored services desl\:lned to OV@lrGOme the systemic and programmatic barriers that currently
prevenl y()un9 children who hQve been exposed to domestic violence from entering school ready to
160m.
COMMUNITY DEVELOPMENT DEPARTMENT: promotes community development and neighborhood
revitalization by creating affordoble housing options, hamebuyer education. affordable apartment
referrals. rent guarontees, neighborhood improvement projects, and economic (ldvancement
opportunities for low income South aoy fomilies. SBCS hos more than 428 units of housing.
SCOPE OF SERVICES
11. Seope of Servic:es
o. Prqlec:t C~sc:rioti9n Describe the proposed service/activity/project to be carried out with the
funds requesled. If the proposed project Is ongoing, specify why the funds are needed to
serve low and mooerate-income persons. Discuss the cosl.per-beneflciary in relation to
privote and other crganizotions delivering similar services. F'leose note what proportion of
the proposed budget will support direct services to homeless people. CDBG funds can only
be used lor expenditures which directly benefit CDBG-eligible clients.
Staff develop 0 fomily assessment with the client which is comprehensive & strengths-based,
develop a treotment plan with the client Including a range of services to assist the client to re-
establish self-sufficiency and end their homelessness. Services can include: group and individual
counseling; getting new identification if papers have been left behind; assistance developing
employment and employment retention skills; childcare while participating in services:
transportotion support going to jobs or taking classes: mental health counseling services; access
through Change-a-L1fe Foundation to repair physical damage from the violence: financial
(economic) literacy classes and services; connection to and advocacy with community resources;
specialized pre-school and school readiness services for children 0-5 years in our own pre-school;
after school programming for youth: substance abuse services; trauma services: establishment of
stable housing upon leaving the program; and substance abuse prevention and treatment services.
100% of the funds will be utilized to provide homeless families with children the tools and skills
necessary to assist them in becoming self-sufficient. They will be provided housing, food, case
management services, financial literacy classes, clothing, and other services geared to assist them
in planning to become independent. This Is an ongoing program. Approximately 85% of the funds
are utilized in direct client services including the supportive services they receive. (e,g" individual
and group counseling, case management. chiidren's services, staff salaries to provide the services,
food, furnishings, security for the salety of the clients, financial literacy assistance). The whole
program served approximotely 121 adults and 229 children in 06-07, a costfbeneficiory ratio of $762.
We have no comparisons since other agencies do not deliver this level of service in the South Bay.
For those homeless individuals without children we assess their individual situation, provide
emergency food and clothing, contact other shelter programs throughout the county for possible
referrol and provide transportation.
b. Taraet Grouo Quantify the number of low- and moderate-income persons/households to be
<::lSSisted per service/activity/project.
SBCS proposes to utilile Chula Vista CDBG funding to support the costs for 93 (53 Chula Vista
residents and 40 non-CV residents) clients, 100% of the client base are low/moderate income levels
or lower.
c. Outreach Discuss outreach efforts for the proposed service/activity/project.
secs staff regularly ottend community collaborative meetings in the South Bay and in other areas,
during which they share information about our programs. We ensure that spoce availability is known
to the County's information 211 Fiesource stoff. SBCS also has a 24 hr hotline.
12. Performance Schedule
On a separate page, prepare 0 Work Plan for implementotion/completion of the services and
activities identified in the Scope of Services. In addition, you will be required to indicate
performance measurements as they relate to the activities of your project. A suggested format is
included on the following page.
13. Project Budget
On a separate page, prepare a budget summariling the use of proposed CDBG funding and all
other resources available for the project. A suggested budget summary worksheet is included in the
following pages. Pleose revise the form ond onnotate budget items as they relate to your project.
Part 11- Application Part II
Scope
~'-~foj'~~T"%""'I~~~4";:'~'!!it~;'*1Y'mli1i\f;'.@l;~~~~
19!1~tJ.jl~I!d~Jl~ml~;ll:jj:!ii.~J.imJIP...-l':liB~'i~ (if Su bcontractors are
used please use additional line item budgets).
-~.~-~---------._------
~
BUDGET ITEM CHULA VISTA OTHER OTHER TOTAL
CDBG List Other List Other
Program Expenses
1. Child Care (Essential 20,000 73,000 93,000
Services)
2. Bus Vouchers &
Transportation (Essential
Services) 6,525 6,525
3. Salaries (maintenance
staff) 9922 27,788 37,710
4. Benefits & F'R taxes (Main.
Staff) 1.441 4,974 6.415
5. Insurance 4,881 8,790 13,671
6. Office & Consumable
supplies 0
7, Telephone & Utilities 10,873 2.350 13.223
8. Repairs & Maintenance 12,258 19,860 32,118
9. Postage & Printing u 0
10. Food. 3,100 12,378 15,478
11. Security 16,000 23,000 39,000
12. Motel Vouchers 2,700 2,700
Personnel Costs
9. Salaries (Include title and
name of staff person)
10. Benefits (describe)
$
Total Costs $ 85,000 174,840 $ - 259,840
14. Work. Pllln
(Prepare a Work Plan lor Implementation/completion of the services and activities idenljlied in the Scope
01 Servlc:es)
Work Plan (Identify activities and completion dates)
This an on oln ro ram
Provide child care for clients participating In classes, job searches, Ongoing
and other ,r(l rem activltlllll,
Provide bY$ tokens so clients can attend classeS at the main office Ongoing
site
Provide safe stable housing lor homeless clients, >70% of whom Ongoing
are Domestic Violence victims, and their children
Provide food, and clothing for clients fleeing domestic violence, Ongoing
and other homeless clients
Part Ii - Application Part II
Scope
15. Additional COSG Financial information:
A, Did the Agency expend more than $500,000 in federal funds within its accounting year,
regardless of whether suoh funds were received directly from federal a~ncies or indirectly
through another agency? (If no, "rooeaa to question 1 0,8.) Yes 1;$1 No 0
lj, Did the Agency have an independent audit oompleted within 9 months of the end of its
aoeounting yeilr, lIlnd COFlsilltlill'lt with tne standards of OMS Circular A.1:33?
Yes l8J No 0
b. Old the audit report oontain any findings regarding deficiencies or material weaknesses,
OOl'loerns, complianoe findings, queliltioned oosts or recommendations for improvements in
the agel'lC::Y's finenciel sYlllems? Yes 0 No l8J
o. If the Agency was not required to have an audit per standards of OMS Circular A-133, did
Agency have an independent audit by a CPA that included an examination of CDSG grant
funds within the audit's scope'? Yes 0 No 0 N/A I:8J
B, if the organization has not had a financial audit, please explain the reason. N/A
C. Does the agency car!)' comprehensive general liability insurance with a minimum of
$1 million per occurrence and $2 million aggregate for personal injury and
prOf;lerty damage? Yes rEI No D
O. Ooes the agency certify that no public funds will be used for lobbying? Yes rEI No D
E. Has the agency previously administered CDSO funds?: Yes 181 No D
If yes, please describe the agel'lcy's experience with CDSG funds:
sees has suocessfully administered eSG.COBG funds for the past 2 years and part of the current
year, and other F1ubllc Services funding for more than :3 other programs for the past several years,
ineluding 11 years of Youth j:lrevention Services, 11 years in Family Violence Services, and
Thursday's Meal for 10 years. These programs are also in a current funding year. SBCS also received
funding for a successfull3raffiti Eradication program before the City took it over, and a Teen Center
until It was included in the Youth F1revention program.
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r:"FQ . r: Hi'!' .l;.1ll:urtf '
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16. National Objectives far the COSG Program: Programs must meet National Objective ~570.20 #1
for the COSG Program - Activities Benefiting Low./Moderate-Income Persons. Choose the most
appropriate box below (1 or 2) to show how the program meets the national objective. Contact the
City for teohnicalassistance if you are not surEl which box to check.
1. Area Benefit: The project must serve either an area which is primarily residential and
predominantly low./moderate.ineome as determined by Census Tract
and Block Group data. Contact the City for this information.
~ Required Attachment: Attach a map indicating the proposed project location and
boundaries of the area that will directly benefit from the proposed project. With the
attachment, briefly deseribe how the boundaries of the service area were determined.
Include the Census Tract llnd Block Group. Please contact the each City included in
boundaries for technical assistance.
X 2. I.lmited Clientele: The project must be limited to serving a predominantly low-/moderate-
~ Income clientele (choose one of <ii, b, or 0)
(a) Agency Maintains Client Information: Verifying a minimum of their clients are
!51 % Low-/Moderate-Income per Official HUO Income Guidelines (Appendix A).
[!!J Attach a copy of intake form used to verify client income and household size
What is the annual percentage of low-/moderate-income persons 0;.
SllNIlO'?
XX (b) F'resumed Benefit: The facility will exclusively serve (check one):
elderly persons (over age 62) , battered spouses
- iiliterate adults (not =8L) - persons living with AIDS
X homeless pel'llons - migrant farm workers
, abused & neglected children severely disabled adults
See Appendix E for the definition
_ (c) Nature/Location: Facilities, which due to their nature or location, can reasonably
be assumed to serve predominantly iow-/moderate-ineome persons (i.e., food
banks, clothing banks, facilities serving residents of publiC housing)
Port II - Application Port II
Scope
-C~D;B~G.,;n;e;;:'fft:';'0i';:t"'m""f.;";;O~:;;~";;~" "~:'K~""o~',
; -".'" '.' . '., " ..- "-:,rr~ '" '~'" l., ., 'I. ' go' '. -', ,- Lt'!:J
;i,>.,..::>.,-,,_j":",,~.1':"',;y.,~,;b~~5,.~',~;~,,~.'._;L; '",,,,,,,,;~. i'~4";";;".,_:&.;1;;;:;'"~,.",+"....",,,~
11. Measuring an Objective and Outc::ome of Public Service Activities for the CDBG
Program: In addition to meeting a COBG National Objective and eligible activity test for
the CDBG Program - Choose the most appropriate box below (1 or 2) to show how the
program meets HUD's Objectives and Outcomes. Contact the City for technicai
assistance if you are not sure which box to check. Please refer to the HUD website for
more information hlto :llwww. h ud .gov/oflicfils/cod/aboutloerforma nce/trai n i no/ch 08. pdf
OUTCOMES and OBJECTIVES:
Select One Objective (Suitable Living Environment, Decent Housing, or Economic
Opportunity and Select One Outc::ome (Affordabillty or Sustainability):
x
1. Suitable Living Environment: Public Service activities funded to provide
access to a suitable living environment Exampie: An after-school program to
address crime or Juvenile delinquency in target neighborhoods.
. _Affordabillty. Public Service activities funded to support
housing opportunities in a target neighborhood.
. ~Sustainablllty. F'ublic Service activity aimed at improving
eommul9iti!i$ or neighborhoods
2, Decent Housing: F'ublic service activities to increase access to housing.
Example: Fair Housing Counseling Program
. _ ~ffordabillty- Public Service activities funded to make housing
affordable.
. _Sustainability. Public Service activities funded to sustain
housing in neighborhoods.
3. Economic Opportunity: F'ublic service activities funded to provide access to
econQmic opportunities. Example: Operation costs for a jobs transportation
program, job training program, literacy program.
. Affordabllity- Public Service activities funded to support
economic oppC:1I1unities.
. _Sustainabiiity- Public Service activities funded to sustain
llconomic opportul'litisll.
PER,FORMANCE MEASUREMENTS
(List major actlvilies, the direct product/service numbers for each aclivily and the direct outcome/benefit
QI the activity.)
ACTIVITY INCICATOR OUTCOME
(What the program does to lullllllts mission) (The direct products of program (Benefits that result from the program)
activities)
Service #s
Example: Example: Example:
Provide nutritious, home Deliver nutritious, "hot" meals Improved access to
delivered meals to homebound to at least 88 homebound nutritional. well-balanced
seniors in Davis seniors in Davis meals for program
participants
Improved quality of life for
oroaram oarticioants
Example: Example: Example:
Pediatric health care far "sick," Provide pediatric health care Improved access to
low/moderate income children to at least 97 "sick," healthcare for program
in Davis without any lorm of low/moderate income participants
health coverage children in Davis without any
form of health coverage Improved quaiity of life for
proqram particioants
ACTIVITY INDICATOR OUTCOME
(What the program does to fullllllts (The direct products of program actlvilies) (Benefits that result from the program)
mission 1 Service #.
Clients are provided safe, At least 90 Clients feel safe in Clients can concentrate on
stable, well-maintained well maintained housing, and finishing Case Plans to become
housing, as well as food maintain proper nutrition self-sufficient if they do not
have to worry about where they
live, if they are safe, and if they
and their children have enough
to eat.
Develop case plans that 90 Clients fallow case plans Client will increase job search
Include child care, and and make a certain number of skills, increase ability to open a
transportation tokens for low job contacts, or attend fiscal bank account and do monthly
income families so they can do literacy or other skill-building balance, start saving money for
job searches, attend skill- classes (depending on case permanent housing
bulldina classes or counseling plan)
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18. Process Evaluation: Describe how the program will collect data and maintain records to track program
activities. Example: Documentation of program participation via sign in sheets, meeting minutes describing actions
taken, agendas, and files lor news letters naming the City of Chula Vista and HUD as the funding source.
1. Staff maintain confidential client files with Case Plans. documenting services provided (food, bus tokens,
housing, clothing)
2. Staff maintain attendance sign-in sheets at SBCS-provided classes and activities
3.
19. Outcome Evaluation (List Three Outcomes): Describe how each activities will be measured to determine if
progress has been made to become self suffioient. Example: Interviews, work out plans, pre-and post- surveys.
1. Case Iiles documenting beginning status of activities (e.g.. housing. no income, no bank account), compared to
ending status (e.g., finding stable housing, opening a bank account, establishing an income)
2. Staff administer pre-and post- Customer Satisfaction Questionnaires to help determine accomplishment of case
plans
3. Bank accounts are tracked to determine savings are accumulating
20. Key Staff Persons: Please describe the qualifications of key staff that will have direct contact with clients
receiving services.
Program Director has worked for SBCS for 17 years, the past year in this position, and in a variety of direct service
programs and is aiso experienced at managing multiple staff. Case Managers are Bachelor's or Master's level and
have several years 01 experience at Case Management. The Financial Literacy staff has been providing classes for
secs ollents for 1 Y. years, as well as assisting in developing the current curriculum.
21. Subcontractors (If any): Please list the names of subcontractors that will be used to carry out this activity.
Not applicable in this case.
Port II - Application Port II
Scope
I Tab No. 30
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
ESG
Project Title:
ESG PlanninCl & Administration
Organization/Dept .:
Redevelooment and Housina
Project Description:
Administration funds will be utilized for staff costs associated with the management and
administrafion of Chula Vista's ESG program, including planning, regulatory compliance, contract
administration, and fiscal management.
Project Location:
N/A
Prior Year Fundina: 2008/09 Recommended Fundina:
$4,400 $4,400
Specific use of funds:
Salaries and Benefits
HUD Matrix Code: T Citation:
Is the purpose 01 Ihe acfivity 10:
. Prevent Homelessness: N/A . Help those with AIDS : N/A
. Heir> the Homeless : N/A . Help Disabled Persons : N/A
Performance Measurement:
Objective: N/ A Outcome: N/ A
Environmenlal Review: Proposed Accomplishment: CDBG National Objective:
0-
Exemr>t I # of Units - Type of Unifs) N/A
I Tab No. 30
2008/2009 FEDERAL GRANT APPLICATION
EXECUTIVE SUMMARY
Funding Category:
ESG
Project Title:
ESG Plannina & Administration
Organization/Dept.:
Redevelooment and Housina
Project Description:
Administration funds will be utilized for staff costs associated with the management and
administration of Chula Vista's ESG program, including planning, regulatory compliance, contract
administration, and fiscal management.
Project Location:
N/A
Prior Year Fundina: 2008/09 Recommended Fundina:
$4.400 $4.400
Specific use of funds:
Salaries and Benefits
HUD Matrix Code: 1 Citation:
Is Ihe purpose 01 the acljvity 10:
. Prevent Homelessness: N/ A . Help those with AIDS : N/A
. Help the Homeless : N/A . Help Disabled Persons : N/A
Performance Measurement:
Objective: N/ A Outcome: N/ A
Environmental Review: Proposed Accomplishment: CDBG National Objective:
0-
Exempt {# of Unifs - Type of Unifsl N/A