xItem 5.01 - CDBG - Granicus

Community Development Block Grant HOME Investment Partnership Program ApplicationCity of Mountain View

Fiscal Year 2011 2012

SECTION 1 COVER SHEET

A Applicant Information

Project Sentinel Inclegal Name of Organization

M I Add525 Middlefield Ed Ste 200

almg ress

C S Z C dRedwood City CA 94063

Ity tate Ip 0 e

W b Addwww housing org

e ress

Contact PersonAnn Marquart

E 1amarquart@housing org

mal

T IExecutive Director

It e

T I h N b650 321 6291 ex 100

e ep one um er

Ann MarquartExecutive Director

F N b650 3214173

ax um er

E 1 amarquart@housing orgmal

B Project Overview

P NFair Housing

rOject ame

525 Middlefieid Ed Ste 200Address of Project or Program ActiVity

C S Z C dRedwood City CA 94063

Ity tate Ip 0 e

Provide a Brief Description ofthe Project or Program

Project Sentinel purposes to provide a variety of services designed to reduce or eliminate the incidence

of illegal housing discrimination investigate allegations of discrimination And provide means of redress

to victims of discrimination audit unreported incidents of discrimination and provide outreach

ed cation

C Funds Requested

d21 500

TIP C38 000

Fun mg Request ota rOject ost

Cost per unit for requested funding housingservice activity1 000

Total Amount Requested from Other Entities le scO

Mountain View s Requested Share of the Total Project Budget 57

Is the Organization currently receiving funding y nYes

Have you Requested Funds from the City of Mountain View for this Project before y n Yes

IfYes Complete the Chart Below for the previous five years

Year Funds Requested Amount Requested Amount Funded

06 07 20 000 18 163

07 08 20 000 20000

08 09 20 000 21 45009 10 21 667 21 405

10 11 21 667 20 000

Community Development Block GrantHOME Investment PartnershipProgram Application

City of Mountain View


SECTION 2 PROJECT INFORMATION

A Project Overview and Target PopulationPlease attach additional sheet s if necessary

1 In detail describe the services activities project for which you are requesting funding Also

describe how the requested funds would be used for the project

Project Sentinel proposes to provide fair housing services to develop and promote fairness and equalityofhousing opportunity for all persons to advocate peaceful resolution ofdisputes for communitywelfare and harmony in the city of Mt View Services include community education targeted protectedgroup outreach housing industry trainings complaint investigation housing discrimination Programservices are available to all who reside or seek to reside in the City of Mt View These services helpcreate and maintain healthy communities and assist the City in meeting its CDBG obligation

1 Fund staff positions including a full time program manager cost is shared by other

jurisdictions

2 Provide information and referral services to a minimum of 100 calls average of108

calls per month Note calls refer to all calls for assistance regardless of issue or location All

calls incoming are recorded on a phone log form

3 Provide fair housing investigation services consultant services to 22 documented valid

housing complaints or audits These services include but are not all limited to testing

canvassing statistical analysis witness interviews and counseling

4 Conduct tester training and recruitment 4 per year

S Distribute 600 educational material continuously for public display and use

6 Conduct presentations to other agencies and clients groups in regards to fair housingissues Presentations maybe in the form of displays or exhibits

2 Describe the need s that the proposed project addresses and its community impact

Need for Fair Housing Fair and equal access to housing is a primary civil right of all people and is a

requirement of HUD for the receipt of federal funding While the fair housing laws encompass all

housing rented or owner occupied it is renters that fall victim to discrimination in Silicon Valley The

City of Sunnyvale is part ofa geographic area where the rental housing market is particularly volatile a

and challenging The shortage of decent low and moderate cost rental housing remains despite the

the economic recession where many homes have lost value and places people of protected status

most of whom are low income at an extreme disadvantage compounding the effects of

discrimination Discrimination against people with disabilities remains a real and chronic problem

2

3 Describe the project s target population including client eligibility requirements Discuss how and

if they are an at risk and or under served population

Federal and state fair housing laws assure specific protected classes of persons the right to be treated in

terms of their individual merits and qualifications in seeking housing Fair housing is pursued throughcommunity education housing counseling complaint investigation and dispute resolution Victims of

housing discrimination are often among the poorest and most under served residents of our

community The linguistic cultural mental and physical barriers that contribute to discrimination often

prevent victims from perceiving understanding and addressing discriminatory treatment Much ofthe

discrimination that occurs is the product of uninformed owners and managers of rental housing In

place seekers may have fewer options with less favorable terms

4 What other private orgovernment organizations are now or will be addressing the same needs

identified herein Explain how the proposed project augments rather than duplicates the services

of other organizations Describe how your agency collaborates with other service providers

Program Partners who have helped Project Sentinel develop a multi pronged approach to affirmativelyfurther fair housing include grass roots organizations local government offices housing industry trade

groups and other fair housing service providers These partnerships have allowed the agency to expandshared service opportunities to increase visibility of fair housing issues to a broad and diverse

population base to offer services and assistance beyond funded means Partner agencies include

Asian Law Alliance Senior Adult Legal Services Mental Health Advocacy Bay Area Legal Aid La Raza

Even Start California Department of Fair Employment and Housing U S Department of Housing and

Urban Development California Apartment Owners Association Tri County Division and Fair HousingLaw Project FHLP

The US Department and Housing Urban development HUD and the California Department of Fair

Employment and Housing DFEH conduct fair housing enforcement but both government agencies relyheavily on non profit fair housing agencies to be the first line of investigation by carrying a high volume

ofenforcement activity so that compliant referrals to HUD an DFEH will have a greater likelihood of

being meritorious There are a number of public interest law groups conducting fair housing work in

Santa Clara County but here these groups rely on Project Sentinel to be the front line investigationservice so that cases are secured and investigated for more cost effective processing handling by the

private and public interest law groups

5 Number of Mountain View residents on the Board of Directors 0

If none then describe efforts planned or taken to recruit Mountain View residents to serve on the

Board

The agencies administers the Mt View mediation Service and through involvement ofthe panel of

volunteer mediators Project Sentinel is able to better understand how to best serve those living and

those wishing to live within the City of Mt View Project Sentinel also has 85 fair housing testers

who are residents of Mt View These individuals provide constant feedback on ways to reach the

general community and those ofprotected status through case work and another 60 throughoutreach and education

3




6 Unduplicated clients to be served by the proposed program oractivity

a How many total clients are currently served on an annual basis 1l

b Number of Mountain View residents who would directly benefit from the program or activity as

identified under Section 2A3 of this Application 100

c If the agency currently receives Mountain View funding will the proposed assistance result In an

Increase the number of clients currently being served by the agency

Yes No X

If Yes continue If No go to No 7

e Of the total additional clients how many are expected to be Mountain View residents

f How many of the additional Mountain View clients are expected to be

Extremely Low Income Very Low Income Low Income

g What Is the basis for the estimated number of additional clients

7 Numeric Goals

Foractivities please Indicate thegoal for number of service units to be served

Activity 1 Quarter 2n Quarter 3 Quarter 4t1l Quarter Annual

FH Cases 4 3 3 3 13

FH Consults 3 2 2 2 9

Outreach 1 1 1 1 4

Education Events

Increase public 4 4 4 4 16

awareness bydlstrlbutlnc multl

IIncualllterature and

the use ofmass media

to households

4



8 Overview of Clients served

Please list the number ofclients served In prior fiscalyears and proposed for the coming fiscal year

per Income and target group categories

2009 10 200910 201011 2011 12

Proposed Actual Proposed Proposed

5 1111 5 i

11 5 i i 5 iII II

e 91 l5 e l5 e l5 e l5c

1 Ii C

IC

IC

Io il

s s s s

Extremely low Income13

0l 3 AMI N A N A 26 N A N A N A NIA

Very low Income

131 SOl AMI 15 4 8 6 15 15 15 15

low Income

SOl8Ol AMI 19 20 13 8 19 5 19 19

Moderate Income

181 110l AMI 4 2 N A NIA 4 2 4 4

Above Moderate

Income N A NIA NIA N A NIA NIA NIA NIA

11ZOl AMI

Youth

018 years 0 NIA N A NIA N A NIA NIA NIA

Adults

19 61years 32 20 15 15 32 16 32 32

Seniors

63 years 6 6 NIA NIA 6 6 3 3

Disabled Individuals

NIA NIA 12 12 N A NIA 3 3

Other Special Needs

Describe N A NIA NIA NIA NIA N A NIA NIA

NOTE For Reference the 2010 HUD IncomeStandards are provided below

1 Person 2 Persons 3 Persons 4 Persons 5 Persons 6 Persons 7 Persons 8 Persons

030 AMI 21 750 24 850 27 950 31 050 33 550 36 050 38 550 41000

31SO AM 36 250 41 400 46 600 51 750 55 900 60 050 64 200 68 350

SOlI80AMI 56 500 64 600 72 650 80 700 87 200 93 650 100 100 106 550

81lZO AMI CDBG or HOME Funds cannot be used for households earnlnll above the 80 AMI

5




B Project Administration and Monitoring

1 Briefly describe your agency s mission and history Include a description of your agency s

experience in providing the proposed services activities

Project Sentinel proposes to provide a variety oOf services designated to reduce or eliminate the

Incidence of illegal housing discrimination investigate Allegations of discrimination and providemeans of redress of victims of such discriminations audit unreported incidents ofdiscrimination

and provide outreach and education These fair housing services are currently provided byProject Sentinel throughout Santa Clara county including Mt View Specific activities for which

funds are requested include a information and referral b discrimination complaintinvestigations a majorityofwhich will involved low income households c outreach to social

service providers on how to identify a fair housing issue make effective referral and ProjectSentinel s services to provider f fair housing training provided for housing providers Forover

Project Sentinel has been providing fair housing services for over30 year and is considered byHUD to be a high performing fair housing agency making it eligible to receive fair housinginitiative program funding Project Sentinel investigates over 500 complaints a year and has one

of the highest success rates for obtaining redress ofvictims of housing discrimination

2 How will the effectiveness ofyour project be measured Over what time frame s

Pre post for education presentations if victims obtain redress client survey

3 Use the table and space below to briefly describe how the proposed service activity will be

managed and administered including proposed staff time and staff functions

Position Title Program Project Total Total Time COBG SalaryDuties Annual HourslWeek Allocated to Reimbursement

Salarv COBGActivltv Reauest

SEE ATTACHED

6

co

III200

ulZ 9INIIlc

zoOwlUa

Cl

IoUNUJ cJ9

aLL0 c

a 5

o

C3

0 0 0 0 0 00 coeI 0 co 0 Il 0 v

1Il E co 0 Il 00 co co N

11 Gl N

t jN

il1 0

0a

v 0 0 Iv N I

j0Iv 0 00 I IIv Il Il N co

1Il Il 0

u

lti Illco 0 0 N co co 00 0 co Il v co

e 91 00 Il 0 I 0 Il

112 fa co N N

I Dj

Q0 0

fg II0 Il 0 I

1 1 0 co 0 co

J Chi Il 0 01 Ou N

0

Il Il Il Il Il Il

i1F

0 0 0 000

1i0 0 0 000I0 0 000

1Il Il v 0 0 co Ioe 0 co Iv1 c1

III rn rn rnII CD fl flc UJ CD g0 E

iQ Q Q

c tJ t5 t5III0 u

2 c ua III u J

0 0 0

0

t5z 0

0 t5 0i g 0

1 0

Ci5 CQ

0 Q Ci rn IIIQ l c 0

a 5 0 lrn

l I0 cu u rn EQ cx 0 III IIC

W U LL LL LL

7

o UIl Glv Uv wi

N

co

0 t

v10

Il CJN 0

rn

QcQ

III

Ui

QcQIIIrnQ

III

lii

liioI

Community Development Block Grant HOME Investment PartnershipProgram Application



4 Describe your written policies and or established procedures for ensuring persons with disabilitiesand or limited English proficiency have access to the services or activities associated with your

funding request

Office is accessible staff use California relay system We network with other social service agencies that

Serve targeted populations bi Iingual bi cultural staff and us ATT language line

5Expiainhow yourilgincy collects income and race ethnicity data

The figures above are based on actual data from Project Sentinel services provided to Mountain View

residents and housing seekers during the 2009 2010 fiscal year Documentation of residency income

level and ethnicity are by self certification Project Sentinel staff explain to callers that services are

provided regardless of income level or race and that the effectiveness of our services is dependent on

the accuracy ofdata provided by our clients Clients served above are households for which case

investigation or fair housing consultation services are provided by Project Sentinel fair housing staff

Intake forms which include demographic data are completed for each instance of service In addition

to these clients Project Sentinel provides information referral housing and dispute resolution services

to hundreds of Mountain View residents Demographic information is collected from them as well but

it is not reported here

8



C Consolidated Plan Goals

Please indicate which Consolidated Plan Goal s will be met by the Project and briefly describe how your

Project Activity meets the Goal s

Goal 1 Assist in the creation and preservation of affordable housing for lower income and speciaineeds households

Goal 2 Support activities to end homelessness

Goal 3 Support activities that provide basic services

Goal 4 Support activities that eliminate blight and or strengthen neighborhoodsX Goal 5 Promote fair housing choice

Goal 6 Expand economic opportunities for low income households

Goal 7 Promote environmental sustainability

D HUD Performance Measures

HUD requires that recipients offederal funding assess the outcomes oftheir programs Please identifywhich HUD objective and HUD outcome will be addressed by this project

Obiectives Choose one

Objective 1 Creates a suitable living environment This objective relates to activities that are

designed to benefit communities families or individuals by addressing issues in their living

environment such as poor quality infrastructure to social issues such as crime prevention literacyor elderly health services

Objective 2 Provides decent housing This objective focuses on housing programs where the

purpose of the program is to meet individual family or community needs and not programs where

housing is an element of a larger effort since such programs would be more appropriately reportedunder suitable living environment

Objective 3 Creates economic opportunity This objective applies to the types of activities

related to economic development commercial revitalization or job creation

Outcomes Choose one

X Outcome 1 Improve availability accessibility This category applies to activities that make

services infrastructure public facilities housing or shelters available or accessible to

low moderate income people including persons with disabilities In this category accessibilitydoes not refer only to physical barriers but also to making the affordable basics ofdaily livingavailable and accessible to low moderate income people where they live

Outcome 2 Improve affordabillty This category applies to activitiesthat provide affordability in

a variety ofways in the lives of low moderate income people It can include the creation or

maintenance of affordable housing basic infrastructure hook ups or services such as

transportation or day care

Outcome 3 Improve sustainability This category applies to projects where the activity or

activities are aimed at improving communities or neighborhoods helping to make them livable or

viable by providing benefit to persons of low moderate income or by removing or eliminating slums

or blighted areas through multiple activities or services that sustain communities or neighborhoods

9



SECTION 3 FINANCIAL AND OTHER ORGANIZATION INFORMATION

A Agency Information

Non profit with SOl c 3 Status y nYes

Faith based organization y nNo

NoCommunity Based Development Organization CBDO y n

DUNS Number7B13226608

B Total Agency Budget Attach additional Information as necessary

2011 2012 2010 2011 2009 2010 2008 2009

Administration

Fundraising SEE ATTACHED

Proposed Project Total budgetAll Other ProgramsTotal Agency Budget

C Program Activity Budget Attach additional Information as necessary

Proposed Project Expenses 2010 2011 COBG 2011 2012 COBG Change from

FY 10 11 FY 11 12

Salaries Benefits PayrolljTaxes

Office SuppliesCommunication SEE ATTACHED

P u bli cations Pri ntingfAdvertisingTravel

Rent lease MortgageUtilities

Insurance

Equipment RentalMaintenance

Audit legalProfessional Servicesfor COBG portion onlyDirect Services Funding for speCificservice such as a meal or ride

Contracted Services

Other

Total Expenses

10

t E lI lI

I tig I 18

f8

gi cHI

t 5 I II CO 01 Q

o

ti 2 CD C

1 8 agi

ll

I U

g ijll 1ll18 18 Sl 1ll8J

It Nv

onN

1III

t lilla e

li ll u iijj A

lti il E ii Zz

g iCl0 i 1ll 8 wijlEl III

11w II

zlll I 1 N ii

III

btll i

lle tE itz

w

d8 Iiii i U

a1lE i

fij nIII

III

ib r 5e ti i i g IfIl 8 I

I i 1 i hIII

I 1gll

I III B illiIV IIIZ z

11e l e0

I6

J l E illl SAl J1 islo zu

11



Proposed Project Revenues CDBG Other Total

PleaIdentify

Mountain View 21 500 21 500

Other Jurisdictions Please list

FHIP 16 500 16 500

Total 21 500 16 500 38 000

1 Does the Organization have a HUD approved indirect cost plan y nYes

2 Does your agency charge fees for the services that you are requesting funding for If so pleaseattach a fee schedule

No

3 If your organization is not leveraging the requested CDBG funds with other funds please explain whyNot applicable

2



D otherRequired Information

Please submit the following information and documents along with your application

Articles of Incorporation Bylaws

listof Board of Directors Include the name telephone number address and occupation or

affiliation ofeach member Identify the principal officers of the governing body

Nonprofit Determination Submit determination letters from the Federal Internal Revenue Service

and the State Franchise Tax Board documenting the organization is tax exempt

Authorization to Request Funds Documentation must be submitted of the governing body s

authorization to submit the funding request This consists of a copy of the minutes of the meetingin which the governing body s resolution motion or other official action is recorded

Designation ofAuthorized Official Documentation must be submitted of the governing body s

action authorizing the representative ofthe agency to negotiate for and contractually bind the

agency This consists of a signed letter from the Chairperson ofthe governing body providing the

name title address and telephone number ofeach authorized individual

Organizational Chart Include the organization s administrative framework and staff positions

Financial Statement and Audit Describe any findings or concerns that were cited in the audit or in

any accompanying management letter particularly pertaining to the use of CDBG funds Also

describe any actions taken to correct identified findings or concerns

Resume ofChief Program Administrator

Resume of Chief Fiscal or Financial Officer

If your application is selected for funding you will be required to submit the information below before

an agreement with the City is executed This information does not have to be submitted with the

application

Proof of Liability Insurance The City ofMountain View will need to be listed as an additional

insured

Policy Procedures Manual Include policy prohibiting discrimination grievance procedures and

conflict of interest

3



SECTION 4 AUTHORIZATION

The applicant hereby assures and certifies compliance all applicable federal state and local laws regulations

policies and requirements including but not limited to federal OMB Circulars No A 87 A 102 A 110 and A

122 as they relate to the acceptance and use of CDBG and local funds by private non profit organizations Also

the applicant assures and certifies the following information

1 It possesses legal authority to make a grant submission and to execute a community public service

program

2 The agency s governing body has duly adopted or passed as an official act a resolution motion or similar

action authorizing the person identified as the official representative of the corporation to submit this

funding application and all associated information and assurances

3 The grant will be conducted and administered in compliance with

a Title VI of the Civil Rights Act of 1964 Public Law 88 352 42 U S c 2000d et seq as amended and

implementing regulations issued at 24 CFR Part 1 and

b Title VIII of the Civil Rights Act of 1968 Public Law 90 284 42 U S C 3601 et seq as amended

implementing regulations issued at 24 CFR Part 107 and Executive Order 11063 and

c Section 104 b and Section 109 of Title I of the Housing and Community Development Act of 1974

Public Law 93 383 U S c 5301 et seq as amended and

d Section 504 of the Rehabilitation Act of 1973 Public Law 93 112 29 U S c 794 as amended and

e Executive Order 11246 the implementing regulations issued at 41 CFR Chapter 60 and the

Development Act of 1968 12 U S c 1701u and

f The Age Discrimination Act of1975 Public Law 94 135 U S c 6101 as amended

g Presidential Executive Order 13166 Improving Access to Services for Persons with Limited EnglishProficiency and

h Executive Orders 11625 12432 and 12138 encouraging the use of minority and women owned business

enterprises in connection with activities funded under this grant

4 It will affirmatively further fair housing

5 It will implement the requirements of the Lead Based Paint Poisoning Prevention Act 42 U S c 4821 4846

and implementing regulations at 24 CFR Part 35

6 It will comply with Uniform Federal Accessibility Standards at 24 CFR Part 40 Appendix A as they related to

major rehabilitation or conversion

As a duly authorized representative of the Agency I submit this application to the City of Mountain View and

verify under penalty of perjury under the laws of the State of California that the information contained herein

is to the best of my knowledge true correct and complete Attach documentation verifying person with the

authority to submit this application and execute the contract

AUTHORIZED SIGNATURE t DATE

NAME Please print v v CCV TITLE tf1 vt V CC

I J

14

Project SentinelBoard of Directors

FY 2010 2011

Board Members

Board President

Rebecca Pickart Appraiser2409 Sharon RdMenlo Park CA 94025

VVk 650 380 0642

Hm 650 854 5001

Fax 650 614 3501

Voicemail 650 594 8326

E mail Roickartl@vahoo com

Marilyn Soulsburg OrganizationalConsultant

24 Admiralty PIRedwood City CA 94065

Hm 949 338 6522

E mail

marilvnsou IsburgQ comcast nel

Gary Maggard Senior ProgramManagerLockheed Martin CorporationRetired

24100 Dawnridge Dr

Los Altos Hills CA 94024

Tel 650 949 3779E mail garvmaggard@ gmailcom

Kay Kirkland Retired DFEH

Director605 Acorn SI

Pacific Grove CA 93950

VVk 831 642 9434Fax 831 642 9434

E mail kkexowit@redshift com

Please call before faxing

Allean Richter Environmental

Engineer Civic Leader444 1 E San Antonio Rd

Palo Alto CA 94306

Hm 650493 6957E mail ahrichter@aolcom

David Wheaton Manager GeneralServices

City ofCitrus Heights CA6237 Fountain Square Dr

Citrus Heights CA 95621

VVk 916 727 4770Fax 916 727 1454Cell 916 871 0494E mail dwheaton@citnIsheights net

cJo

Zo

zcCItoJWzizwenIoW

oIt0

ISu

l15

c 0

c

CD 3ulXlCD

e ECD

x

I

E

jH

Hc3

El

o

qEre

Hw

oILUN

tin

o

a

0U

0

EojE

@2ILu

J0

@o

E

IL

o

Hii1i g 5

81 am

le

is

gIII Vio 5iJJl

qis

Ii

cfiE11 3

ileiloE3 al

cd CIIgC III U 111

EU Eil lefrl

rICC I GiIi H

H2E 0

i5 Iii

t Hit i5

JEU

Ho

0u

w

E

8e

1lEE x J

II 8 fg

J g CI

ILO Cu C

M E S

1jl j

BiiCI

1

I1l

QIi m

r58f E e

J il5i

1ig i

j I

oo

ilila

II

BiE c

5 Q

i

ILi

I E

fijg2

E

2 18lIi

3

l

3

ji

naliiiii

c Ifo 0

il Ii

uHi8 m s

II 8

i fo

ooU

U

s I

f il

jl e8 8

ut sc f

c

e0

II eI

fo

go

f

E0

Uci

8 wiu

0o

m 1OIL

5io ill c

i1L

00

fhl E281

g 10

s 80 g

i i6 liP

tllij1L0

Ii0

f

ia

I fHg11

ill

10

Ic co

5u

u

ozJ 5

8ceo

co g

2 c c U

CD uctI J 01 CI J

l

0 8s Bo c

Eulo ctI

uy c

cuc

cUCl 8m So4IC E

g g cugCl CI u

CO

I

jleCO

f U5 JCD c

Y oca

5J iQ

5 JCOloI

LL 58

C 0

ogmgCi e cu

aut

Ql c c 2lccactlJ

CI U

co

g

o

croIi 11

S2CD

l

coc

c 8aJ

guc

c

o

c

I CO

81095 c U

E 0CI J

UJCi

5ccs mBWeo

E

0

o

oN

ri

IiE2lCl

I0C

J

Ee

1

stlc

C0

tl

@

15l2

e

05

805

l0

c

8gr

s

ll5

o

l

o

N

t

c

Uc

2

c

Eo0011

tc

U

Eo00Soc

Eia

ANN MAROUART444 San Antonio Rd 4d

Palo Alto Ca 94306650 856 2317 HM 650321 6291 WI

Work Exnerlence 1978 topresent

Executive Director Project SentinelPalo Alto CA

Responsible for personnel and administrative functions ofa not for profit agency which

provides fair housing dispute resolution and mortgage default and delinquencycounseling services Fairhousing services include education and outreach counselinginvestigation and litigation The agency maintains a State Bar certified Lawyer ReferralService Annual Budget is 15 million for a staff of24 at 5 offices serving 4 countiesThe agency has specialized expertise in the development and Implementation offair

housing training programs for attorneys agency staff property owners and managersHas been a board member ofthe National Fair Housing Alliance Board ofthe Directors

Work Exnerlence Prior to 1978

Established the first private youth diversion agency for Northern Santa Clara CountySocial Advocates for Youth and the first citizens crime prevention program for San

Mateo County CAPTURE Directed Information and Referral service for the Hispaniccommunity in Redwood City

Received graduate research fellowship under the National Institute for Mental Health andFord Foundation

Received PROBE Community Center s annual Humanitarian Award ofAppreciation1979

Under Federal contracts participated in the following program evaluations PoliceSchool Truancy Alternative SentencingCourt Referral AssessmentofYouth

Legislation and Special Education for Hearing Impaired

Education

B A with Honors in Journalism 1971 University ofCalifornia BerkeleyMA in Criminal Justice 1972 State University ofNew York Albany

1111CFOs 2 0 PARTNERS

Traditional Consulting Innovative Staffing

JESS GUTIERREZConsulting Chief Financial Officer

SUMMARY OF QUALIFICATIONSProven track record with growth oriented organizations in the Silicon Valley Direct responsibilitiesdesired include strategic planning and plan implementation managing change within the organizationand improving financial and business operations Provide professional management of corporateinvestments commercial banking and lease finance with an emphasis on improving return on assets

and operating income

PROFESSIONAL EXPERIENCE

Partner

CFOs 2GO PARTNERS Lafayette CA

CFOs 2GO Partners is a hand picked group ofconsulting CFOs with multi industry expertiseMay 2007 to presentPractice focus is to work with early stage or venture backed companies and non profit organizations Current

client activities include service as apart time CFO for three non profit organizations

Senior Vice PresidentlCFO

ALLIANCE CREDIT UNION San Jose CA

Alliance Credit Union is a 375 million full service financial institution with over 40 000 members serving Santa

Clara Alameda and San Mateo counties

April 2006 to February 2007

Oversee the management the financial operations of the credit union including financial reporting budgetsand forecasting ALM and information systemsI implemented a strategy to diversify the balance sheet and improve asset yieldI spear headed the move to integrate strategic planning marketing plan and the budget process

I instituted a new budget process for the credit union establishing branch level budgets and profitabilityanalysisI implemented a strategy to leverage the balance sheet improve liquidity and increase earningsI initiated the development of a technology strategic plan

Vice President Finance

VALLEY CREDIT UNION San Jose CA

Valley Credit Union is a 300 million full service financial institution with 32 000 members serving Santa Clara

Aiameda and Contra Costa Counties

August 2004 to April 2006

Lafayette CA 94549

Jess GutierrezPositionPage 1

Tel 925 29944503470 Mt Diablo Blvd

Fax 925 2834458

l1I1lCFOs 2GU PARTNERS


Oversee the management the financial operations of the credit union including financial reporting budgetsand forecasting ALM electronic payments services

I was the program champion for the Members Financial Services program

As amember of the strategic planning team I oversaw various aspects of the plans development and

implementationI instituted a new budget process for the credit establishing branch level budgets and profitability analysis

Chief Financial Officer

K2 OPTRONICS INC Sunnyvale CA

K2 Optronics Inc is aproduction stage company manufacturing components for Tier I fiber optictelecommunications and CATV systems providersApril 2000 to July 2004

Created the operating infrastructure including locating our facility establishing our communications and

technology functionality recruiting strategies and financial operationsWorked with team to implement our Oracle ERP system and was responsible for setting financial policiesand procedures consistent with SEC GAAP and FAS reporting requirementsManage the annual budgetary and business planning processes

Senior Vice President and Division ManagerSILICON VALLEY BANK Santa Clara CA

Silicon Valley Bank is acommercial bank which focuses on development stage technology based companiesFebruary 1998 to Aprii 2000

Managed the investment portfolio and treasury operations for this 4 billion bank

Managed a product division that grew from 1 1 billion in assets to 8 billion in assets under managementManaged the Banks correspondent and business banking relationships and services

Managed Division Profit and Loss responsibilities

Financial Consulting Practice

DINAPOLI COMPANIES Adobe Systems Inc

March 1997 to February 1998

Developed financiai operating procedures and manuals for a real estate developerCreated aglobal insurance reporting program for sales and distribution operations located in Europe Asia

North and South America

Monitored foreign currency prices for several international cash management strategiesManaged a global credit and collections group supporting annual software sale of 800 million

Vice President and Assistant Treasurer

CITATION GROUP OF INSURANCE COMPANIES San Jose CA

April 1986 to February 1997

Established the treasury and reinsurance accounting operations in accordance with statutory accountingprinciplesDeveloped the strategic asset plans to hedge our interest rate risk

Lafayette CA 94549

Jess GutierrezPosition

Page 2

Tel 925 299 44503470 MI Diablo Blvd

Fax 925 2834458

11CPOs 2GO PARTNERS


Established performance objectives and performance measurement tools for ROA analysisDeveloped research and economic anaiysis related supporting investment in debt and equity securities tomaximize income after taxPerformed accounting functions associated with GAAP principles and internal audit procedures

Accounting and Finance ManagerHOMELAND INSURANCE COMPANY San Jose CA

June 1980 to April 1986

Assistant Branch ManagerBANK OF THE WEST Mountain View CA

June 1978 to June 1980

OTHER EXPERIENCE

Current Board of Directors positionsBoy Scouts of America Santa Clara County Council

Prior Board of Directors positionsChairman of the Board Nonprofits Insurance Alliance of California San Jose CA 1990 to 1998 NIAC is a

not for profit insurance risk pool located in Santa Cruz CAl

Treasurer I have participated on severai youth oriented organizations as a member of their Board of Directors

including Eastfieid Ming Quong Children Family Service Center A San Jose PAL Football League and Little

League Baseball

EDUCATION

MBA Pepperdlne UniversityBS Commerce Finance University of Santa Clara

COMPUTER SKILLS

Oracle Windows 2000 NT Lotus 1 2 3 Quattro Pro Microsoft Office 2007 multiple accounting software

packages Including QuickBooks and NPO accounting software

Lafayette CA 94549

Jess GutierrezPositionPage 3

Tel 925 29944503470 MI Diablo Blvd

Fax 925 283 4458





legal Name of Organization Catholic Charities of Santa Clara Countv

Mailing Address 2625 Zanker Road Suite 200

City State Zip Code San Jose CA 95134 2107

Web Address catholiccharitiesscc org

1C0ntact Person Wanda Hale Title Program Manager

Email whale@lCatholiccharitiesscc org

Telephone Number 408 944 0567 Program 408 325 5269 direct Fax Number 408 944 0567

Executive Director Gregorv Keeferle Email gkeoferle@lcatholiccharitiesscc org

B Project Overview

Project Name long Term Care Ombudsman Program

Address ofProject or Program Activity 2625 Zanker Road Suite 200

City State Zip Code San Jose CA 95134 2107

Provide a Brief Description of Project or Program The mission ofthe Long Term Care Ombudsman Program is to seekresolution ofproblems and advocate for the rights ofresidents in long term care facilities with the goal ofenhancing the

quality of life for residents in these facilities The LTC Ombudsman Program promotes the interest well being and rightsof long term care facility residents LTC Ombudsmen protect and help improve the quality ofcare and life for the frailestof our senior and disabled population

C Funds Requested

Funding Request 9 000 Total Project Cost 342 614

Cost per unit for requested funding housing service activity 25 71

Total Amount Requested from Other Entities 333 614


Is the Organization currently receiving funding y n Yes


If Yes Complete the Chart Below for the previous five vears


10 11 8 000 8 000

09 10 8 000 8 000

08 09 9 680 9 680

07 08 9 680 9 680

1

Community Development Block GrantHOME Investment Partnership Program ApplicationCity of Mountain View




1 In detail describe the services activities project for which you are requesting fundingAlso describe how the requested funds would be used for the project

LTC Ombudsmen protect and help improve the quality oflife and care for the frailest of our seniorand disabled population Living in a long term care facility is often not the first choice for anyone butfor residents who have to live in a facility it is important that they know their rights Each resident hasthe right to shape their own long term care experience

Ombudsmen work to resolve problems ofan individual resident and to bring about changes to

improve care LTC Ombudsmen regularly visit long term care facilities monitor conditions and care

and provide a voice for those unable to speak for themselves The program will demonstrate andmaintain a regular ongoing visibility to these residents through the presence oftrained and certifiedOmbudsmen As independent advocates certified LTC Ombudsmen will provide community contact

through unannounced regular visitation to long term care facilities LTC Ombudsmen regularly visitMountain View long term care facilities to address the root cause of individual and or systemicproblems and fundamentally change the way people and systems work Regular visits provideresidents with the opportunity to develop personal and confidential relationships and create an

enviromnent for registering complaints Ombudsmen will identify receive investigate and resolve

complaints including violations ofpersonal rights and allegations ofelder abuse for primarily elderlyand or disabled residents in Mountain View licensed long term care facilities

The Term Care Ombudsman Program is an existing service currently funded by the City Our

proposal is to increase our service level With an increase in funding the program will contact 350

unduplicated long term care residents during 46 unannounced site visits and investigate 24 complaintsfrom the City ofMountain View long term care residents

CDBG funding from the City will be used for portions ofthe salaries and benefits of Ombudsmanstaff assigned to this Mountain View activity The plan is the same for both years

2 Describe the need s that the proposed project addresses and its community impactThe Long Term Care Ombudsman Program LTCOP and its services are distinctive in purpose and

scope and unduplicated in Santa Clara County Ombudsmen partner with residents their families longterm care facilities community organizations and other interested parties to improve the quality of lifefor long term care residents Long term care residents are an integral part ofour community The CityofMountain View s 2010 2015 Consolidated Plan page 99 Goal 3A identifies Continue to fund a

variety ofpublic service programs that and support services for the disabled and seniors Table5 1 on page 130 lists the elderly as Priority High

3 Describe the project s target population including client eligibility requirements Discuss howand if they are an at risk and or under served population

Our clients are all the residents in the 17 Mountain View licensed long term care facilities who are

often the frail chronically ill primarily elderly individuals with physical andlor mental impairmentsthat prevent them from living independently

In the City ofMountain View there are over 350 residents in 3 Nursing Facilities NF s and 142

Assisted Living Residential Care Facilities for the Elderly RCFEs The Program will serve allMountain View long term care residents Long term care residents must rely on the staff to help themmeet their physical needs and or require assistance with activities ofdaily living Residents arevulnerable dependent often socially isolated and may be unable to advocate for their own needs andrights due to their out ofhome placement

Residence in a licensed long term care facility is the basis for eligibility for services Certified LTCOmbudsmen provide services with respect for human dignity and the individuality ofthe residentunrestricted by considerations of age social or economic status personal characteristic or lifestyle Nofees are charged All services are free and confidential

4 What other private or government organizations are now or will be addressing the same needsidentified herein Explain how the proposed project augments rather than duplicates the services ofother organizations Describe how your agency collaborates with other service providersThe Ombudsman Program is unique The LTCOP is designed to be non regulatory and to be outsideofthe provider and ofthe enforcement systems residents and other consumers feel they can trust theLTCO to represent their interests The Older Americans Act OAA provisions for confidentiality andconflict of interest add to the strength ofthe program s ability to freely represent residents Thus thedistinctions in definitions embedded in the OAA enhance the workof Ombudsmen Some ofthe

strength of the LTCOP comes from being different and distinct from other programsFederal and State laws mandate that Ombudsmen are available to elderly residents of long

term care facilities in order to ensure care provided meets minimum standards required The LongTerm Care Ombudsman Program at Catholic Charities holds the contract to deliver these services inSanta Clara County

No other agency has the legal daily access to facilities and confidential access to residents Ourefforts are focused on resident centered advocacy that drives the Program s services State certifiedOmbudsmen are a vital link between residents oflong term care facilities and governrnentenforcement authorities able to investigate violations offederal and state regulations WhileOmbudsmen work cooperatively with regulatory agencies including the CA Department ofPublicHealth Licensing and Certification CA Department of Social Services Community Care LicensingCA Attorney General s Office and other Programs such as Adult Protective Services APS SeniorAdult Legal Services SALA and Mental Health Advocacy Project our efforts are focused on

complaint resolution and empowering persons to resolve complaints themselves when appropriateOther agencies are focused on criminals perpetrators individuals or providers who have broken a

law or not complied with a regulation Ombudsmen make enforcement referrals when necessary andwhen resolution through enforcement is more appropriate The LTCOP focus is very different Theseother agencies have limitations on what they can do what actions are within their jurisdiction andwhat they can do if aviolation is determined For LTCOP the focus is resolving issues to achieve as

much as possible of what aresident wants

In addition to working on individual cases and complaints Ombudsmen attempt to rectify thebroader or underlying causes ofproblems for residents of long term care facilities When working on

the systems level Ombudsmen advocate for policy change by evaluating laws and regulationsproviding education to the public and facility staff disseminating program data and promoting the

development ofcitizens organizations and resident and family councils

3



5 Number ofMountain View residents on the Board of Directors 0

If none then describe efforts planned or taken to recruit Mountain View residents to serve on the Board

One Emeritus Board Member is a resident ofMountain View A Development Committee Member is also a

Mountain View resident The agency recruits Board Members from all ofSanta Clara County

6 Unduplicated clients to be served by the proposed program or activity 350

a How many total clients are currently served on an annual basis 11 000

b Number ofMountain View resident who would directly benefit from the program or activity as

identified under Section 2 A3 of this Application 350

c Ifthe agency currently receives Mountain View funding will the proposed assistance result in an

increase in the number of clients currently being served by the agency

Yes x No IfYes continue if No go to No 7

e Of the total additional clients how many are expected to be Mountain View residents 350


Extremely Low Income Very Low Income L Low Income

g What is the basis for the estimated number of additional clients

Projection is based on Program staffing levels and facility coverage plan

7 Numeric Goals

For activities please indicate the goal for number ofservice units to be served

Activity I 1st Quarter I 2 Quarter I 3rd Quarter 14th Quarter I Annual

Unduplicated Resident 176 58 58 58 350Contacts

Site Visits 13 11 II 11 146

Complaint Investigation 6 ki 6 6 4

4

Community Development Block Grant HOME Investment Partnership Program Application




Please list the number ofclients served in prior fiscal years and proposed for the coming fiscal year

per income and target group categories2009 10 2009 10 2010 11 2011 12


II Total II Total II Total Total

Mountain Clients Mountain Iients MountainClie nts Mountain lients

View Clie nts iew Jew

Clients Iients lients

312 9 00 408 11 00C 35C 11 00C 350 11 000

Extremely Low Income 144 4 14C 188 5 06C 161 5 06C 161 5 06C030 AMI

Very Low Income 9 270 12 33C 11 33C 11 33c31SO AMI

Low Income 78 2 070 102 2 53C 88 2 530 88 2 53C

SO 80AMI

Moderate Income 41 1 260 53 l 54C 45 1 540 45 l 54C

81120 AMI

Above Moderate 4C 1 26C 53 1 54 45 1 54C 45 1 54C

Income

120 AMI

Youth 0 0 C C 0 C C C

0 18 yearsl

Adults 26 270 35 330 30 330 30 330

19 62 years

Seniors 286 8 73C 373 10 670 320 10 67c 32C 10 67C

63 years

Disabled Individuals 312 9 00C 40E 11 00 35C 11 00C 35C 11 OOC

Other Special Needs C 0 0 0 C C 0 C

Describe

NOTE For Reference the 2010 HUD Income Standards are provided below


0 30AMI 21 750 24 850 27 950 31 050 33 550 36 050 38 550 41 000

31 SOAM 36 250 41400 46 600 51 750 55 900 60 050 64 200 68 350

50 80 AMI 56 500 64 600 72 650 80 700 87 200 93 650 100 100 106 550

81 120AMI COSG or HOME Funds cannot be used for households earning above the 80 AMI

5




1 Briefly describe your agency s mission and history Include a description of youragency s experience in providing the proposed services activities

Catholic Charities serves and advocates for families and individuals in need especially those living in

poverty Rooted in gospel values we work to create a more just and compassionate community in which

people ofall cultures and beliefs can participateFor more than 50 years Catholic Charities of Santa Clara Count has worked to strengthen families

and build economic self sufficiency for the poor and vulnerable in the County Each year over 400

employees and hundreds ofvolunteers serve 37 000 individuals ofall cultures and beliefs through broadbase of programs including housing services job skills training and placement older adult services youthand family services mental health and substance abuse counseling financial education immigrationrefugee resettlement and education 82 ofrevenue is spent directly on program

Catholic Charities ofSanta Clara County has administered the LTC Ombudsman Program in SantaClara County since 1981 At the present time the experience of the LTC Ombudsmen assigned to this

activity range from 16 to 2 years The program is established staffed and ready to provide services for thecontract period Staffbackgrounds are in Health Science Healthcare Administration Social Welfare andPublic Health The Program Manager oversees daily operations including the monitoring offacilitycoverage and complaint investigation by certified Ombudsmen Field Ombudsmen receive identifyinvestigate and seek resolution ofcomplaints made by or on behalf ofresidents in long term care

facilities This Ombudsman s focus is advocacy for the institutionalized The Program Assistant s primarypurpose is to provide comprehensive administrative support services for the Program andor to individualOmbudsmen and to conduct detailed telephone intake ofcomplaints and reports ofelder dependent adultabuse The Volunteer Coordinator recruits trains and administers the volunteer component ofthe

Program

2 How will the effectiveness of your project be measured Over what time frame s

As advocates Ombudsmen are accountable to the residents served The effectiveness ofthe Ombudsman

system should be measured by its responsiveness to residents needs The Program records are analyzed to

measure the strength ofour presence at facilities and availability to residents and other concerned partiesThe effectiveness ofan Ombudsman is largely dependent on his or her ability to make regular visits to

their assigned facilities On a monthly basis Ombudsmen are required to submit a Monthlv ActivitvSummary Report documenting number of facility visits number ofunduplicated resident contacts andhours Ideally the Ombudsman approaches a complaint from the resident s perspective with theresidents satisfaction the foremost goal in resolving the complaint Ombudsmen submit Case ComplaintInvestigation Forms for each complaint opened investigated and the disposition resolution identifiedThe Program Manager oversees daily operations including the monitoring offacility coverage and

complaint investigation by certified Ombudsmen This documentation is reviewed and analyzed in

relationship to measurable objectives The Program Manager will review objectives and activity plan on a

quarterly basis in order to assign Ombudsmen and resources to maximize the potential ofthe Program to

individual residentsTo determine the residentcomplainant s satisfaction with the finding ofour investigation and the

6

resolution we conduct personal interviews and mail surveys The Program is monitored by II other citiesthe Council on Aging Area Agency ofAging Catholic Charities and the Office ofthe State Long TermCare Ombudsman These measurement tools will determine how well we are meeting our goals andwhether we are effective in our advocacy

The Program will accomplish our goals by conducting a minimum of46 unannounced site visits to

licensed Mountain View long term care facilities during which we will make contact with a minimum of350 low income unduplicated residents A minimum of 24 complaints will be identified received

investigated and resolved as a result ofthe regular presence ofa long term care Ombudsman

3 Use the table and space below to briefly describe how the proposed service activity will be managed and

administered including proposed staff time and staff functions

Position Title Program Project otal Total Time CDBG SalaryDuties IInnual Hours Allocated Reimbursement

alary per to CDBG RequestWeek Activity

Program Oversees daily 61 800 40 14 2472Director operationField Receive identify 38 563 40 10 5 1062

Ombudsman investigate complaintsProgram Asst Recruit train and 49 318 40 6 2 466

Volunteer Coor upervise volunteer

Field Ombud Receive identify kJ 2 5 100 0

Volunteers investigate complaints

The Program is a professional program with volunteers at the core The Program recruitsOmbudsman volunteers to make site visits to long term care facilities interview residents receive

identify investigate and resolve complaints and witness Advance Health Care Directives

4 Describe your written policies and or established procedures for ensuring persons with disabilitiesand or limited English proficiency have access to the services or activities associated with your fundingrequest

All our clients are residents in licensed long term care facilities The Program sees clients at their places ofresidence ie Mountain View s licensed long term care facilities To be a resident advocate Ombudsmen

must be present at the facilities and have personal contact with the residents An ongoing unannounced

presence is essential to the role ofthe Ombudsman This presence through regular visitation and outreachenables clients to be aware of our services

Federal law requires each long term care facility to display information on how to contact the

Ombudsmen Each facility is legally required to place a state approved posterwith the Long Term Care

Ombudsman Program s local telephone number and the 24 hour 800 CRISISline number in a conspicuouslocation visible to all residents family members and visitors Posters are bilingual in English and SpanishIn the Nursing Facilities CA law requires 4 such posters in specific locations In Residential Care

Facilities for the Elderly Assisted Living the requirement is for only one posterOur Program brochure is available in English and Spanish and contains the TYY phone number for

the hearing impaired Catholic Charities has employees fluent in numerous languages such as SpanishTagalong Farsi Vietnamese Chinese and others Agency staff is available to act as translators for theOmbudsman Program The main reception phone line for the agency is staffed by employees that are fluentin English and Spanish We also have Ombudsmen with second language capabilities of Spanish French

7

Japanese Tagalong Hindi and Chinese Written information on residents rights is available in several

languages such as Spanish Vietnamese Tagalong Chinese and Russian We can supply Advance Health

Care Directive Forms in bilingual format in Spanish Chinese and Vietnamese Communication boards are

available in Arabic Chinese English Russian Spanish and Vietnamese Catholic Charities has a Cultural

Competency Policy and Plan A copy ofthe agency Cultural Competency Policy and Plan is available

upon requestThe Program has access to a local interpretation service that provides certified medical and other

interpretation services on a volunteer basis for the Ombudsman Program This local company can providetranslation of written material in addition to in person services

Ombudsmen are available to make diverse education presentations to community groups to

resident councils and family councils and to conduct in services for the staff offacilities Frequentlyrequested topics include residents rights dignity and respect elder abuse and Ombudsman Programservices The Program is a resource for residents family members and the community on issues and

concerns impacting long term care residents andor connected with aging Ombudsmen help clarify longterm care facility regulations and offer information and referral to callers enquiring about long term care

setting and available community based resources

The program visits clients at their residences ie the long term care facilities in Mountain View Our

office at Catholic Charities provides accommodations for persons with disabilities and makes these

accommodations known by signage at the front entrance and throughout the building

5 Explain how your agency collects income and race ethnicity data

Our clients are individuals with physical andor mental illnesses and chronic conditions that do not allowthem to live independently Project clients are within HUD presumed benefit category

Not all long term care residents served are able to provide the Ombudsman with financial

information andor race ethnicity due to physical andor mental disabilities

Client information is currently collected on long term care residents in two waysI Each July the Program sends a survey to all licensed long term care facilities in the City requestinginformation on the gender age ethnicity and payment source for all residents

2 When a complaint is opened on behalfofan individual resident the intake form includes gender age

ethnicity and payment source

8





ProjectActivity meets the Goal s

Goal 1 Assist in the creation and preservation ofaffordable housing for lower income and specialneeds households

Goal 2 Support activities to end homelessnessv Goal 3 Support activities that provide basic services

Goal4 Support activities that eliminate blight and or strengthen neighborhoodsGoal 5 Promote fair housing choice




HUD requires that recipients of federal funding assess the outcomes of their programs Please identifywhich HUD objective and HUD outcome will be addressed by this project

Obiectives Choe one

v Objective 1 Creates asuitable living environment This objective relates to activities that are

designed to benefit communities families or individuals by addressing issues in their livingenvironment such as poor quality infrastructure to social issues such as crime prevention literacyor elderly health services


purpose of the program is to meet individual family or community needs and not programswhere

housing is an element ofa larger effort since such programs would be more appropriately reportedunder suitable living environment



Outcomes Choose one

Outcome 1 Improve availability accessibility This category applies to activities that make


low moderate income people including persons with disabilities In this category accessibilitydoes not refer only to physical barriers but also to making the affordable basics ofdaily livingavailable and accessible to low moderate income people where they live

Outcome 2 Improve affordability This category applies to activities that provide affordability in

a variety of ways in the lives of low moderate income people It can include the creation or

maintenance ofaffordable housing basic infrastructure hook ups or services such as


v Outcome 3 Improve sustainability This category applies to projects where the activity or




9





Non profit with 501 c 3 Status V n Yes Faith based organization v n Yes

Community Based Development Organization CBDO V n

DUNS Number 119747590

B Total Agency Budget Attach additional Information as necessary

2011 2012 2010 2011 2009 2010 2008 2009

Administration 3 328 651 3 328 651 2 834 867 2 886 975

Fundraising 1 105 27C l 105 27C 984 231 769 056

Proposed Project Total budget 342 614 341 114 203 268 310 031

All Other Programs 22 624 lOa 22 624 10a 19 332 276 20 208 964

Total Agency Budget 27 400 643 27 399 143 23 354 643 24 175 026

C program Activitv Budget Attach additional Information as necessary

Proposed Project Expenses 2010 2011 COBG 2011 2012 COBG

Allocation if Request Change from

applicable FY 10 11 FY 11 12

Sa laries Benefits PavrollTaxes 8 000 S OOO 13

Office SuppliesCommunication

Pu blications Printing AdvertisingTravel

Rent Lease MortgageUtilities

Insurance

Equipment RentalMaintenance

AuditLegalProfessional Servicesfor CDBG portion onlv

Direct Services Funding for specificservice such as a meal or ride

Contracted Services

Other

Total Expenses 8 000 9 000 13

10




Please IdentifyMountain View 9 000 9 000

Other Jurisdictions Please list

ilroy Los Gatos Milpitas Morgan Hill 93 77 93 778Palo Alto San Jose Santa Clara

sunnvvaleampbell Cupertino Los Altos 16 787aratoga

Federal Older Americans Act 101 565 101 565

tate 81 792 107 059Private Funds Foundations 14425

Total 342 614

Does the Organization have a HUD approved indirect cost plan y n Yes

1 Does youragency charge fees for the servicesthat you are requesting funding for If so pleaseattach a fee schedule

No fees are charged Services are provided without regard for income and resources to residents oflicensed long term care facilities

3 If your organization is not leveraging the requested CDBG funds with other funds please explain why

Not applicable

11



D Other Required Information



List of Board ofDirectors Include the name telephone number address and occupation or

affiliation of each member Identify the principal officers of the governing body

Nonprofit Determination Submit determination letters from the Federal Internal Revenue Serviceand the State Franchise Tax Board documenting the organization is tax exempt


authorization to submit the funding request This consists ofa copy ofthe minutes of the meetingin which the governing body s resolution motion or otherofficial action is recorded

Designation ofAuthorized Official Documentation must be submitted ofthe governing body s

action authorizing the representative of the agency to negotiate for and contractually bind the

agency This consists of a signed letter from the Chairperson ofthe governing body providing the

name title address and telephone number ofeach authorized individual





ResulTle ofChief Program Administrator




application

ProofofLiability Insurance The City ofMountain View will need to be listed as an additional

insured



12




The applicant hereby assures and certifies compliance all applicable federal state and local laws regulationspolicies and requirements including but not limited to federal OMB Circulars No A 87 A 102 A 110 and A



1 It possesses legal authority to make a grant submission and to execute a community public serviceprogram

2 The agency s governing body has duly adopted or passed as an official act a resolution motion or similaraction authorizing the person identified as the official representative of the corporation to submit this


3

a

b

c

d

e

f

g

h

The grant will be conducted and administered in compliance with

Title VI of the Civii Rights Act of 1964 Public law 88 352 42 U S e 2000d et seq as amended and


Title VIII of the Civil Rights Act of 1968 Public law 90 284 42 U S e 3601 et seqas amendedimpiementing regulations issued at 24 CFR Part 107 and Executive Order 11063 and

Section 104 b and Section 109 of Title I of the Housing and Community Development Act of 1974Public law 93 383 U S c 5301 et seq as amended and

Section 504 of the Rehabilitation Act of 1973 Public law 93 112 29 U S e 794 as amended and

Executive Order 11246 the implementing regulations issued at 41 CFR Chapter 60 and theDevelopment Act of 1968 12 Use 1701u and

The Age Discrimination Act of 1975 Public law 94 135 U S C 6101as amended

Presidential Executive Order 13166 Improving Access to Services for Persons with Limited EnglishProficiency and

Executive Orders 11625 12432 and 12138 encouraging the use of minority and women owned businessenterprises in connection with activities funded under this grant


5 It will implement the requirements of the lead Based Paint Poisoning Prevention Act 42 U S e 4821 4846and implementing regulations at 24 CFR Part 3S







AUTHORIZED SIGNATURE 2ft DATE ls

NAME Please Print Gregory Keoferle TITLE Chief Executive Officer

13

t

1 Catholic Charitiesj of Santa Clara County July 2010

Corporate BoardCatholic Charities of Santa Clara County

2625 lanker RoadSan Jose CA 95134 2107

Name Title TeleDhone Number

Most Reverend Bishop Patrick McGrath ChairmanDiocese of San Jose

Santa Clara CA

408983 0195 Office408 983 0200 Fax

Mary Sue Albanese

Community Leader408723 4918 Home

Maribel Andonian

Community Leader408446 9149 Home

Frank G BiscegliaSr VP Investments

UBS Financial Services Inc

408828 8454 Office408 282 8400 Fax

Michael Blach

President CEOBlach Construction

408569 8403 Office

Frank Boitano

Managing Partner

Boitano Sargent Lilly LLC

408287 2123 Office

Norman Carroll

Community Leader650521 3687 Office

James CashmanBerliner Cohen

Thomas CrottyPresident

CBIZ Northern CA AccountingTax and Advisory Services

President

408286 5800 Office

408 998 5388 Fax

408794 3574 Office408 295 3818 Fax

Kevin DeNuccio

Retired

Redback Networks

650917 9963 Home

408221 2525 Cell

Andrew Haaser

Managing Director

Marsh Inc

408528 7212

Updated July 1 2010Ref S ADMIN CEOExec Assistant Board of Oireclors BOD Rosters Name Position Telephone Number2010 Title and Phone List 070110 doc

Name Title TeleDhone Number

Greg Kepferle 408 325 5113 OfficeChief Executive Officer 408944 0356 Fax

Catholic Charities of Santa Clara County

Joe Melehan

Manager 408795 1130 OfficeMelehan Family LLC 408795 1135 Fax

Rev Brendan McGuire 408997 5103 OfficeHoly Spirit ChurchSan Jose CA

Timothy O Donnell 408399 5195 Home

Retired

David Pasek 408977 0155 Office

President CEO

Flagship Facility Services Inc

Deborah Robinson Secretary 510770 9181 Home

Retired Finance High Tech

Robert Serventi 408983 0168 OfficeChief Financial OfficerDiocese of San Jose

Gregory Staszko 408 892 8309 Home

Retired

Darlene Tenes 408280 0435 Office

Marketing Maniacs Inc

Ray Triplett Vice President 408452 6101 OfficeFinancial Advisor

Triplett Financial

Patrick Waite 408 270 9255 Home

Retired

Judy Watland 775762 7300 Cell

Sr VP Chief Nursing Officer

O Connor Hospital

Michael Yutrzenka Member at Large 408526 7852 OfficeExecutive Director

Cisco Foundation

Updated July 1 2010

Ref S ADMIN CEO Exec AssistantlBoard of Diredors BOD Rosters Name Position Telephone Numberl2010Title and Phone list 07011Q doc

t

0

0

1iS

IfeIe

IIIi1I

0 5o

0 0

1

uJ II 5

l

g izi4 E

u 5l1

l

l

El 5 a

liIii8 0

li5

ltIl

8l

l t0

l 1II

I r0

I

oiS s l o Ha 0 l

0

IIgt

S 5 00

0 tI ll

l

ED li3

g co 05e

0i

itI

u

r0 8

uII

ss

IIe 5

c

u

S 0 l0

Z lg

e fii

s

to

IB

11 iso

I

8 lE

II eu

Ul 04

zu

5u

fool Q

00a

OPs

005u

t COCO

00jS

0S3

J

1

30

w

I C IJIl

c

Iiu 0

I 1c

ee

Q

IE rCo

I 0 I 0f

I il I

Q w

0 0

2

I 1l cg0 il c

l i5 CIe

c

EQ s 0

Ie S 010 C1 5 Q C1

10 UI1i

0 e JIl

o a 0I

oe e

0

g0

1 I

0 51 I i c

0

g 11 0

1 I I

I t5 I I

1 I 1 I 1

II O i 1

1c

I

U c

I 8 I 1 I 1

I0

o I I 5 IIi

1 lajjlja

Ii 0 1I I E I liU

f e

I

o 0

Ic a i 3 1 o

II H

I If I I tie

I I III

is

I1 I

II

I I1

II

II

1 II

1I

w

I1I

z

C0

oell gI

0 0

73

c

to 11OU 0 u

I0 8 c

I

1eI III

u 5

n liB cc U

1G s 8o

4Q0

0 i3E

c

liI

00

iii1i g

8e

gftIj Ii l 1 e

o J e a 0

0 E ee cn 8

e i0

0 0

C is C5 f6 g I 1OJ g IE l15

0

jl0

I 1 N N J

UJ0

9

i g

g 1i5 1

C

0

o

e Co

eCo

tGQ f

lll ilf0

illEo l

i lii0

E f i t13

Ii

N

13 ell

w

Q 0

lj oZi

lU

Wanda Hale811 W California Ave X Sunnyvale CA 94086

408 836 6170

whale55@yahoo com

Experience and Key Accomplishments

LONG TERM CARE OMBUDSMAN PROGRAM CATHOLIC CHARITIES San Jose CA3 06 to Present

Program Manager Long Term Care Ombudsman provide leadership and managementfor the programincludes service delivery staffing volunteer management fiscal management fund development advocacyleadership capacity building outcomes and accountability and community relations

Field Ombudsman Long Term Care State certified advocate for residents in long term care in skillednursingfacilities SNFs and residential carefacilities RCFEs Work to ensure that older adults are treatedwith dignity and respect serve as an advocate educator mediator referral agent and troubleshooterInvestigate issues of abuse verbal physical financial and sexual andprovide oversight offacilitycompliance ofState regulations

Program Director Long Term Care Support Services Catholic Charities San Jose CA 1 08 to 11 08

Long Term Care Ombudsman Friendly Visitor and Handicapables Programs provide vision leadershipand managementfor the programs includesfund development service delivery staffing volunteermanagement fiscal management advocacy leadership capacity building outcomes and accountability and

community relations

CORD BLOOD REGISTRY San Bruno CA 4 05 to 10 05

Clinical Programs Manager Communication and Collateral marketing department for aprivate cordblood stem cell banking company specializing in the processing and storing cord bloodstem cells Theposition supports the marketing of their services to expecting parents healthcare providers Hospitals and

Birthing Centers

HELIX MEDICAL COMMUNICATIONS LLC San Mateo CA 7 03 to 1 05

Senior Program Managerfor strategically targeted medical communicationsprograms CMECE Meetingsandpeer reviewed articlesforMedical Publications that support the successfUl commercialization ofhealthcareproducts andeducate healthcare providers

ASH BURRELL DESIGN AND ADVERTISING INC Campbell CA 5 02 to 5 03Account Manager and New Business Development in the biotech andpharmaceutical industries

DESIGNWORKS San Jose CA II OJ 5 02

Account Manager and New Business Development in the biotech pharmaceutical and high tech industries

HALE DESIGNS Palo Alto CA 4 90 11 01

Principal ArtDirector Graphic Designer andProject Manager in the biotech pharmaceutical and hightech industries

Additional Marketing ExperienceArtDirectionGraphic Design and Project Management developed and implemented marketing strategiesto establish product or brand identity generated dynamic sales tools for field sales and service teams

MARKETING COMMUNICATION RESOURCES Campbell CA

SANTA CLARA UNIVERSITY Santa Clara CA

SACHS HALE SACHS GRAPIDC DESIGN GROUP Palo Alto CA

BOZELL JACOBS ADVERTISING Palo Alto CA

Education and Professional Development

BA Degree in Graphic Design San Jose State University

Biotechnology Certificate Program Coursework UC Santa Cruz Extension

Biotechnology Basics

Biotech Product Marketing

Principles ofMarketingThe Drug Development Process

Introduction to Molecular Biology

Principles ofImmunologyCellular Biology

Masters in Public Health San Jose State University with a focus in Gerontology in progress

Professional Associations

SGOStudent Gerontology Organization President 8 06 to 8 08

Vintage Program outreach to LGBT Seniors Billy DeFrank Center Board Member 2007

Aging Services Collaborative Santa Clara County The collaborative consists ofmore than 45

organizations and 75 active individuals including city and county agencies faith based and non profit

organizations and other community advocates The purpose ofthe collaborative is to impact and

improve the lives ofthe county s population ofolder adults and their caregivers

Wanda Hale 408 836 6170 whale55@yahoo com 2

SpfJcfalizfJd FinancIal Recruitment

10 Almaden Blvd Ste 900San Jose CA 95113

Phon 408 293 9040Fat 408 293 1509

II Robert Half Finance Accounting

Margaret P Williams

QUALIFICATIONS

Nine years management accounting experience while serving as the Chief Financial Office for a large non

profit public benefit corporation with a total of 12 5 million in annual revenues resulting from over 40

contracts from Federal State and private sources

Five years investment management experience as the Group Controller for a large multi national

investment firm with annual revenue of3 5million poundsFifteen years experience in preparing documents and reviewing materials associated both internal and

external audits of private and non profit accounting records

One year as acontroller for a growing technology development company with annual revenue of

5 6millon

One year as a Regional Controller for a large vending service company Regional Budget of 76 6 million

with a profit margin of 5 with multiple locations

Served as the Chief Financial advisor to finance committee as well as executive board members of non

profit private and for profit corporations

ACHIEVEMENTS

Increase oftota revenue from 3 5 to 125 million in grants and contracts with no increase in accountingstaff

Consolidated annual internal and external company audits for both corporate and non profitCreated cash management strategies that allowed the purchase of approximately 1 million worth of

property which enabled the corporation to expand into two new markets of non governmental revenue

generating activities

6 million refinance to reduce debt and increase cash flow for working capital

Managed over40 funds which represent grants and contracts from Federal State and Local governmentsources as well as private foundations and regional utility companies

Managed financial infrastructure though ten years ofexternal audits resulting in no management findings

MANAGEMENT

Implemented computer based accounting system

Developed a system ofcash flow projections for ChiefExecutive Officer to assist in his financial decisions

Robert Half Finance hcountmg has tntervi4wed Ihis candidate We usually c k candidate references by t1sking specific quesfions of selected previous

employers with regard to qualifications and work history Robert Half Finance Accou tin9 has not erified 01 representations mode by the candidate

in this resume We recommend that our ellents also perform th m own reference cheCKing

I Robert Half Finance AccountingSpeclsllzed Flnanc alReCflJltmrmt

10 Almaden Blvd Ste 900SanJose CA 95113

Phone 408293 9040Fax 408293 1509

MARGARET P WILLIAMS Page 2

Developed and implemented accounting policies investment and procedures for both corporate and non

profit agencyRecruited developed and supervised accounting staff of eleven

Prepared financial budgets and revenue forecasted projections for over 40 successfully funded projectproposals both for profit and non profit companiesImplement and installed Vendmax software to accommodate the increase vending service within theCalifornia regionDeveloped fiscal program guidelines to adhere to the Office Management and Budget Circular OMB

Direct and coordinate the day to day activities ofthe accounting department payroll accounts payablesaccounts receivables and general ledgerConducted and negotiated line ofcredit loans and overseas transactions via Europe and New York with allinternational banks

Contract negotiations with grantors and contractors

Quarterly and yearly tax preparation schedules for the Non Profit and Public Sector

Preparation and implement ofcost allocations and indirect rates

Preparation and presentation offinancial analyses and budgets to partners and investors VCFacilities ManagementInsurance Risk Management Prepared and monitor tenants lease agreementsAnnual Income of 2 5million

Preparation of Monthly Quarterly and Annual grant contract reimbursement reportsPreparation and coordination of agency audit for review by CPA auditors

EMPLOYMENT HISTORY

12 03 Present Chief Financial Officer Consultant Hudeet 8 5 25 million

Glide Foundation San Francisco

Community Solutions Morgan Hill Completed 12 06Senior Care Network Inc Campbell Completed 6 06

History San Jose San Jose

6 01 10 03 Vice President Chief Financial Officer Budeet 7 5 million

Asian Americans For Community Involvement Inc

3 01 9 01 CFO ControllerAetian Networks start up Contractor

1100 4 01 Reeional Controller Hudeet 76 6 million

Robert Half Finance Accounting has interviewed this candidate We usually check candidate references by asking specific questions of selected previousemployers with regard 10 qualifications and work history Robert Half Finance Accounting has not verified all representations mode by the candidatein this resume We recommend tha our clients also perform their own reference checking

Gregory R Kepferle10255 Manfre Rd

Morgan Hill CA 95037

408 779 9373

QUALIFICATIONS Twenty years of leadership and management experience with demonstratedskill and progressively increased responsibility in the following areas

PROGRAM DEVELOPMENT PLANNING AND EVALUATION

Developed new programs resulting in agency doubling services in three yearsLed agency wide program review process that analyzed program strengths and weaknessesand established program prioritiesEstablished the development ofoutcome measures as standards for quality program servicesFostered new inter agency and intra agency collaborations and integrated systems of service

deliverySupervised the development and implementation of strategic and annual plans based on

agencies strategic plans for multiple programs including Refugee and Immigrant ServicesSenior Services Counseling Housing and Emergency Services Housing DevelopmentParish Social Ministry programs Child Care Pregnancy Parenting and Adoption Servicesand Employment Training and Education Services

Developed collaborative disaster response efforts to three major natural disastersProvided staff support to the Board ofDirectors and committees ensuring board oversight of

agency development

FINANCIAL MANAGEMENT AND BUDGETING

Managed and monitored 23 million in growing agency budgetsSupervised the development ofannual agency budgetsNegotiated and monitored government contracts and foundation grantsEngaged in strategies for responding to revenue deficits and surpluses in collaboration withthe board s Finance Committee and the Executive Team

FUND DEVELOPMENT AND PUBLIC RELATIONSWrote grant proposals and supervised proposal development securing governmentfoundation and United Way funding for ongoing and new program services

Developed relationships with major donors resulting in substantial giftsGave oral presentations to foundation and government funding agencies resulting inadditional program fundingWrote and gave parish appeal talks resulting in increased giving by individual donorsWrote news articles and press releases and gave media interviews to TV radio and press

resulting in positive publicity for Catholic Charities

Organized special events that built positive relations with funders volunteers publicofficials and community agencies

HUMAN RESOURCESReclUited hired supported and evaluated senior management division directors

department directors and line staff

Terminated staff for cause and due to layoffsSupervised over 40 programs with over 400 staff

Developed systems to improve staff benefits and staff moraleEstablished staff development training programs

SOCIAL POLICY DEVELOPMENTLed social policy initiatives for Catholic Charities linking services advocacy and

conveningFacilitated the development ofbiannual public policy agendasLed community collaborative efforts in social policy education and advocacyStaffed the board s Public Policy Committee ensuring oversight ofagency s public policyinitiatives

PROFESSIONAL EXPERIENCE

Chief Executive Officer Catholic Charities ofSanta Clara County CA 2005

Executive Director Catholic Charities in the Archdiocese of Santa Fe NM 1997 2005

Associate Executive Director Catholic Charities ofthe East Bay Oakland CA 1995 1997

Interim Executive Director Catholic Charities ofthe East Bay Oakland CA July September1994

Director Parish Social Ministry Catholic Charities ofthe East Bay Oakland CA 1990 December1994

Loaned Executive to Catholic Charities USA Alexandria VA February March 1993

Director Social Justice Resource C nter Catholic Charities ofthe East Bay Oakland CA 19891990

Director Mercy Manor Earthquake Shelter Catholic Charities Oakland CA November 1989

January 1990

Pastoral Associate St Paschal Parish Diocese ofOakland 1987 1989

Teacher St Paschal School Diocese ofOakland I985 1987

Campus Minister and Ethics Teacher Loyola Academy Wilmette Illinois 1980 1983

PROFESSIONAL AFFILIATIONS AND ACTIVITIES

President Catholic Charities of California 2009Chair Diocesan Directors Steering Committee Catholic Charities USA 2009Member Step Up Silicon Valley The Campaign to Cut Poverty in Santa Clara County 2007

Member Rotary International 2007Co chair New Mexico Human Needs Coordinating Council 2004 2005Treasurer Coordinated Systems ofCare NM 2004 2005Member CLINIC National Diocesan Advisory Committee 2000 2003Member Annual Conference Committee Catholic Charities USA 1999 2001Vice Chair Annual Conference Committee Catholic Charities USA 2000 2001Chair Local Emergency Food and Shelter Board Central New Mexico 1999 2003Member Central New Mexico United Way Council ofAgency Directors 1997 2003Member Alameda County Welfare Reform Design Team Oakland California 1996 1997

Member Parish Social Ministry Committee Catholic Charities USA 1994 1997

Chairperson Catholic Social Action Directors ofCalifornia 1991 1994Co Chairperson Coalition for Human Rights in Northern California 1992 1994Member Firestorm Interfaith Recovery Effort Board Oakland California 1991 1993Member Adult Education Advisory Committee Oakland Unified School District 1990 1991Member Catholic Charities USA 1989 present

EDUCATION

M Div with distinction

Jesuit School ofTheology at Berkeley CA 1987

MA Philosophy Social and Political Ethics

Loyola University Chicago IL 1981

BA with high honors Philosophy Peace Education minor

Saint Louis University St Louis MO 1976

MANAGEMENT TRAINING

Leadership Institute Catholic Charities USA Spring 1995

Institute trainings in fund development marketing accounting systems supervision performanceevaluation managed care Total Quality Management outcome measures human resources





Community Services Agency of Mountain View Los Altos and LA HillsLegal Name of Organization

M I Add204 Stierlin Road

allng ress

C t 5 Z C dMountain View CA 94043

I y tate Ip 0 e

W b Addwww csacares org

e ress

C t t PMaureen Wadiak

on ac erson TitleAssociate Director

E 1mwadiak@csacares org

mal

T I h N b650 968 0836 x112

e ep one um er

E DTom Myersxecutlve Irector

F N b650 968 2164

ax urn er

Email tmyers@csacares org

B Project Overview

P NSenior Nutrition Program

rOJect ame

Add fP t P AMountain View Senior Center 266 Escuela Avenue

ress 0 rOJec or rogram ctlvlty

C t 5t t Z C dMountain View CA 94040

I V a e Ip 0 e

Provide a Brief Description of the Project or ProgramThe Senior Nutrition Proaram SNPl reduces food insecuritv and promotes the well beina of older adults

by providing hot nutritionally balanced lunches five days a week at the Mountain View Senior Center

C Funds Requested

F d R34 046

un Ing equest T I P C317 538

ota roJect ost

5646Cost per unit for requested funding housing service activity



YesIs the Organization currently receiving funding y n


If Yes Complete the Chart 8elow for the previous five years


2010 2011 Not available 30 054


2008 2009 Not available 30 0542007 2008 Not available 30 054


1





1 in detail describe the services activities project for which you are requesting funding Also


CSA s Senior Nutrition Program SNP provides nutritionally balanced hot noontime meals

Monday through Friday to adults age 60 and older in the community The purpose of the

program is to reduce food insecurity and promote the well being of older individuals SNP

which is held at the Mountain View Senior Center ensures that participants have access to a

well balanced meal that meets all nutritional requirements for persons age 60 and older The

program also includes nutrition education and other health promotion services along with

social activities that reduce the isolation experienced by many of our seniors Grant moneywill go towards SNP staff salaries See Attachment A for additional information

2 Describe the need s that the proposed project addresses and its community Impact

Many seniors live alone without family support and company nearby They are less apt to

cook for themselves usually have less of an appetite are more prone to eating high sodium

single serving prepared food and prefer to nosh versus eating a well balanced meal Manyseniors also have limited opportunities for social interaction

In addition to meeting the nutritional and social needs of seniors our SNP provides an

economic cushion for seniors living on fixed incomes enabling them to allocate the money

they would spend on food to absorb rent increases or pay for prescription medication SNP

thus helps seniors maintain their independence


if they are an at risk and or under served populationIn accord with the Older Americans Act there is no income eligibility requirement for SNP All

seniors age 60 and older are eligible to participate in the program Res onses to the Nutrition

Risk Assessment component of CSA s intake fomn indicate that for many participants this hot

lunch is their primary meal of the day The Information obtained through the assessment also

allows the Site Manager to target seniors who have limited access to food and or specialdietary needs such as diabetes The Site Manager then offers one on one nutritional

education and provides information on supplemental food programs such as Brown Bag and

CSA s Food and Nutrition Center See Attachment A for additional information

4 What other private or government organizations are now or will be addressing the same needs

identified herein Expialn how the proposed project augments rather than duplicates the services

of other organizations Describe how your agency collaborates with other service providersSNP is one of 34 congregate meal sites funded by the County of Santa Clara The countyhas strategically located contracted with nutrition sites to ensure that they are geographicallyconvenient to seniors reflect the cuitural diversity of the county s residents and do not

duplicate services Our SNP Site Manager attends regular meetings and trainings sponsoredby the county to share Information and coordinate with other congregate meal site managersCSA also collaborates with a myriad of private and government organizations to offer a broad

range of services to SNP participants beyond the actual meal program We work with VTA to

help enroll seniors in the Outreach paratransit program El Camino Hospitals Resource

Library provides health resource Information oncea month Also University of San Francisco

School of Nursing interns provide presentations on health topics of interest to older adults

2

City of Mountain View COSG Grant Application FY2011 2012

Community Services AgencySenior Nutrition Program

Attachment A

Additional information for Section 2A

Question 1 Project services activities

The Senior Nutrition Program SNP menu is based on a 5 week cycle to offer varietyand ensure that the same meal is not served on the same day throughout the cycle Oursite manager develops the menu which must be approved by the county dietician We are

required to meet specific vitamin fiber and sodium requirements

The social activities offered at the SNP go beyond the traditional although ever popularBINGO to include dancing three times a week nutrition education presentations by thecounty dietician and health education presentations by University of San FranciscoSchool of Nursing interns Once a month CSA Senior Case Management staff provideson site information and referral services Also monthly the El Camino Hospital Librarysets up aresource table with books and printed materials on various health conditionsstress management and nutrition

We ask for a suggested donation of 2 50 for each meal however no one is tumed awaydue to an inability to make a donation

Question 3 Program eligibilityAs mentioned there is no income eligibility requirement for participating in SNP CSA s

report on the number oflow income SNP participants is based on responses to the two

income questions on the Council on Aging s 1367 intake form Do you receive SSI or

SSP and Are you a low income household

Participants are asked to complete the COA 1367 form which collects demographic dataand includes a Nutrition Risk Assessment Data from the form is entered into COA s Qsystem database CSA is required by the Council On Aging to use the Q system databaseso that services can be tracked and data aggregated countywide

3


Fiscal Year 2011 2 012

S Number of Mountain View residents on the Board of Directors 4


Board

6 Unduplicated clients to be served by the proposed program or activity

a How many total clients are currently served on an annual basis 973


identified under Section 2 A 3 of this Application 603

c If the agency currently receives Mountain View funding will the proposed assistance result in an


Yes No If Yes continue if No go to No 7



Extremely Low Income Very Low Income 6g Low Income below


SNP reflects the statewide trend of serving more meals but to fewer unduplicated seniors

That is the same people are coming to SNP more often Based on this data we are projectinga 3 increase in the number of people coming to SNP over our projection for FY 2010 11Please see Attachment A for important Information about question 6f and more on 6g

7 Numeric Goals

For activities please indicate the goal for number of service units to be served

Activity 1st Quarter 2 Quarter 3r4 Quarter 4th Quarter Annual

Senior Nutrition Lunches 220 245 89 49 603

4

City of Mountain View COSG Grant Appllcation FY2011 2012


Attachment A

Additional information for Section 2A

Question 6f Mountain View client income data

The COA intake form does not use the HUD income categories and as mentioned the

Older Americans Act prohibits an income eligibility requirement for this programHowever we estimate that 277 46 of the additional Mountain View residents served

in the Senior Nutrition Program in FY20ll 20l2 will be at or below the Federal PovertyLevel of 1 0 830 for a one person household or 14 570 for a two person household

Question 6g Client increase

In addition to the increase in demand for hot meals we are already seeing CSA has

planned an outreach campaign to make local seniors aware ofour Senior Nutrition

Program This campaign will target affordable senior housing complexes mobile home

parks and faith communities We will also arrange for articles to appear in local printmedia to advertise the program

5




Please list the number of clients served in prior fiscal years and proposed for the coming fiscal year

per income and target group categories

2009 10 2009 10 2010 11 2011 12


Jac c c c c c c c

n n n nU U U 0c c c c

n n n0 0 0 0e 0 e e 0 e

Extremely Low Income

0 30 AMI

Very Low Income

31 SO AMI

Low IncomePer the Older Americans Act income data is not

50 80 AMIcollected from Senior Nutrition Program participants

See Attachment A for more informationModerate Income

81 120 AMI

Above Moderate

Income

120 AMI

Youth

0 18 years0 0 0 0 0 0 0 0

Adults

19 62 years34 52 34 52 35 59 42 72

Seniors

63 years516 919 516 919 540 933 561 950


Other Special Needs

Describe



0 30 AMI 21 7S0 24 850 27 950 31 050 33 550 36 050 38 550 41 000

31 50 AM 36 250 41400 46 600 51 750 55 900 60 050 64 200 68 350

50 80 AMI 56 500 64 600 72 650 80 700 87 200 93 650 100 100 106 550

81 120 AMI COBG or HOME Funds cannot be used for households earning above the 80 AMI

6

City ofMountain View COBG Grant Application FY2011 2012


Attachment AAdditional information for Section 2A

Question 8 Client income

The Older Americans Act prohibits us from collecting income data from Senior Nutrition

Program participants The only question about income on the COA form used for SNPintake asks whether program participants receive SSI Based on the answers we havegotten to that question from previous SNP participants we estimate that approximately46 ofFY2011 12 participants will be at or below the Federal Poverty Level

Please note that the total numbers ofclients by age do not always add up to the numbersgiven in Question 6 because some clients decline to provide their ages CSA requests thatinformation during intake for the Senior Nutrition Program but does not require it inorder to render services

7






CSA is the community s safety net providing critical support services that preserve and

promote stability self reliance and dignity CSA has served low income individuals

families seniors and the unhoused since our founding in 1957 The Senior Nutrition

Program was initiated in 1 974 Through the years the program has evolved to meet the

changing needs and interests ofseniors such as increasing the number of ethnic and

vegetarian menu items We have also added many social and educational activities

2 How wlli the effectiveness of your project be measured Over what time frame s

SNP participants are surveyed annually about their satisfaction with the program and its

impact in helping them maintain their independence The Site Manager solicits feedback

through lunchtime chats with participants and a suggestion box SNP s effectiveness and

quality are also measured through annual inspections by the county and the Council On

Aging CSA also has its own annual effectiveness goals for SNP See Attachment 8 formore information



Position Title Program Project Total Total COBG Time CDBG SalaryAnnual Hours

Salary Per Week

Site Manager Senior Nutrition Pgm 44 674 30 49 16 373

Cook Senior Nutrition Pgm 37 773 32 5 34 B 397

Kitchen Aide I Senior Nutrition Pgm 27 799 30 28 5441

Kitchen Aide II Senior Nutrition Pgm 25 293 30 23 3 B35

4 Describe your written policies and or established procedures for ensuring persons with disabilities

and or limited English proficiency have access to the services or activities associated with your

funding requestThe SNP is located at the Mountain View Senior Center which is accessible to personswith disabilities Ifasenior needs transportation to the center due to disability or mobilityimpairment the Site Manager helps them enroll in the Outreach paratransit program The

intake form is available in four languages and SNP staff plus CSA main office staff can

provide translation for a number of languages See Attachment 8 for more information


Participants complete the COA 1367 intake form which collects demographic data

ethnicity gender income primary language spoken This data is entered into COA s Q

System database Per the Older Americans Act from which we receive partial fundingthrough the county and the Council On Aging there is no income eligibility requirement

8

City of Mountain View CDBG Grant Application FY2011 2012


Attachment BAdditional information for Section 2B

Question 2 Pl ogram effectiveness

Senior Nutrition Program Outcome Goals for FY20ll l2

85 of the respondents to our annual survey will report that they were able to

continue living independently as aresult of attending the SNP

98 ofrespondents will report that their physical health and spirits were

maintained by the socialization offered through the SNP

94 of respondents will report that they are healthier as aresult of attending theSNP

Question 4 Accessibility

CSA s Senior Nutrition Program is located at the Mountain View Senior Centerwhich is accessible topersons with disabilities The majority ofour participants walkor drive to the program If a senior needs transportation due to disability or mobilityimpairment the Site Manager provides an enrollment form for VTA s Outreach

paratransit program and explains the application process After the participant isenrolled in Outreach the Site Manager schedules rides to the SNP

The majority ofSNP participants speak English but we offer options for those whodon tThe COA 1367 intake form used for SNP participants is available in EnglishSpanish Mandarin and Vietnamese Our cook is bilingual EnglishCantonese and our

two kitchen aides are bilingual EnglishSpanish The Site Manager is bilingualEnglish Italian In addition we have staff at the main office who are available to

provide translation services including people who are bilingual EnglishVietnameseand trilingual EnglishBulgarianRussian

9






Goal 1 Assist in the creation and preservation of affordable housing for lower income and specialneeds households

Goal 2 Support activities to end homelessnessX Goal 3 Support activities that provide basic services

Goal 4 Support activities that eliminate blight and or strengthen neighborhoodsGoal 5 Promote fair housing choice



The Senior Nutrition Program addresses the City s Consolidated Plan Goal and HUD Performance

Objectives by helping seniors meet their basic need for food The program also includes support servicesto help participants maintain an optimum level of nutrition and health so they can continue to live

independently in their own homes This aligns with Action 3A funding programs providing emergencyassistance food meals healthcare and support services for the disabled and seniors




X Objective 1 Creates a suitable living environment This objective relates to activities that are







Outcomes Choose one



low moderate income people including persons with disabilities In this category accessibilitydoes not refer only to physicai barriers but also to making the affordable basics of daily livingavailable and accessibie to low moderate income people where they live

Outcome 2 Improve affordability This category applies to activities that provide affordabillty in

a variety of ways in the lives of iow moderate income people It can include the creation or



Outcome 3 Improve sustainabillty This category applies to projects where the activity or




10





Non profit with SOl c 3 Status y nYes

Faith based organization y n

No

No

Community Based Development Organization CBDO y n

DUNS Number01 298 5347

B Total Agency Budget Attach additional information as necessary

2011 2012 2010 2011 2009 2010 2008 2009

Administration 320 029 328 712 416 569 399 773

Fundraising 288 387 297 187 257 661 235 541


All Other Programs 2 183 525 2 575 944 2 227 073 1 931 065

Total Agency Budget 3 109481 3 509 035 3 196 513 2 873 105

C Program Activity Budget Attach additional information as necessary

Proposed Project Expenses 2010 2011 COBG 2011 2012 COUG Change from

FY 10 11 FY 11 12Sala ries Be nefits PayrollTaxes 155 630 162 055 4 13

Office Supplies 4 505 2 621 41 83

Communication 3 004 2 910 3 12

P ublications Printi ng Advertis ing 414 446 7 50

Travel 485 495 2 00

Rent Lease Mortgage 0 0 0

Utilities 6 397 6 135 410

Insurance 3 163 3 084 2 50

Equipment Rental Maintenance 7 757 6 811 12 19Audit LegalProfessional Services

12 181 9 010 26 03for CDBG portion only

Direct Services Funding for specific97 000 109 385 12 77service such as a meal or ride

Contracted Services 2 905 2 640 9 12

Other 13751 11 948 13 11

Total Expenses 307 192 317 540 3 37

11



Proposed Project Revenues CDBG Othllr Total

Please Identify

Mountain View General Fund 34 046 34 046

Other Jurisdictions Please List

Santa Clara County General Fund 169 212 169 212

Los Altos Hills General Fund 7400 7 400

In kind kitchen space City of MV 12 000 12 000

Fundraising Special events 94 882 94 882

Total 317 540 317 540

1 Does the Organization have a HUD approved indirect cost plan y n

No


No we do not charge fees for SNP We ask for a suggested donation of 2 50 for each lunchbut contributions are voluntary and anonymous so no eligible senior is turned away if theychoose not to contribute The donation box is separate from the sign in process and is partiallyenclosed for privacy similar to a voting booth

3 If your organization is not leveraging the requested CDSG funds with other funds please explain whyN A

12




The applicant hereby assures and certifies compliance all applicable federal state and locai laws regulationspolicies and requirements including but not limited to federal OMS Circulars No A 87 A l02 A 110 and A

122 as they relate to the acceptance and use of CDSG and local funds by private non profit organizations Alsothe applicant assures and certifies the following information

1 It possesses legal authority to make a grant submission and to execute a community public serviceprogram

2 The agency s governing body has duly adopted or passed as an official act a resolution motion or similaraction authorizing the person identified as the official representative of the corporation to submit thisfunding application and all associated information and assurances


a Title VI of the Civil Rights Act of 1964 Public Law 88 352 42 U S C 2000d et seq as amended andimplementing regulations issued at 24 CFR Part 1 and

b Title VIII of the Civil Rights Act of 1968 Public Law 90 284 42 U S c 3601 et seq as amended


c Section 104 b and Section 109 of Title I of the Housing and Community Development Act of 1974Public Law 93 383 U S c 5301 et seq as amended and

d Section 504 of the Rehabilitation Act of 1973 Public Law 93 112 29 Us c 794as amended and

e Executive Order 11246 the implementing regulations issued at 41 CFR Chapter 60 and theDevelopment Act of 1968 12 U S c 1701u and

f The Age Discrimination Act of 1975 Public Law 94 135 U S c 6101 as amended


h Executive Orders 11625 12432 and 12138 encouraging the use of minority and women owned businessenterprises in connection with activities funded under this grant


5 Itwill implement the requirements of the Lead 8ased Paint Poisoning Prevention Act 42 U S c 4821 4846and implementing regulations at 24 CFR Part 35

6 Itwill comply with Uniform Federal Accessibility Standards at 24 CFR Part 40 Appendix A as they related to



verify under penalty of perjury under the laws of the State of California that the information contained hereinis to the best of my knowledge true correct and complete Attach documentation verifying person with the

authority to submit thi 1iana u et contract

AUTHORIZED SIGNATURE

NAME Please Print

DATE v c 0

Ee hv z ectvTITLE

13

l

s

o

s

o

tm

I tjC

6 S0 IS

2

0

g

iGOrn

2J

E

5t

n UlwCl

o

I ili I1 1l 1

I Iiii

4

1 11Il ii

n

1

firw

LU LU

IC

uUl

lIigllll

f E1l80l0EiI11 III0llII

erIJl1301

ci Ul

2ii g

o

z

CO0 Ii

5li

U iit3

511Il

0

i1i3

Ij jLJ H

HI fl jiif

l tH

i

iUjSii III

o

f1l91lie

3w

InIlfl1 Ia

IlIlc

Ir lijtEc ii

N

0

1G urIt u

3

f

i

d 2u

g

go

o

i

Community Services Agency204 Stierlin Road

Mountain View CA 94043

Board of Directors

Name Occupation Term

Mark Bollwinkel Senior Pastor 12 08 1211

Los Altos United Methodist Church

Jeannie Bruins Community Volunteer 4 08 4 11

Vice President

Leadership Mountain View

Gisela Daetz Adult Education Teacher 12 07 12 13

ESL Instructor retired

Community Volunteer

Harvey Dixon Venture Capital retired 12 07 1213

Karen Fox Marketing Professor retired 6 09 612

Santa Clara University

Tilmin Hudson Sales Manager 3 10 313

CPP Inc

William James Patent Attorney 10 06 10 12

Secretary Van Pelt Yi James LLP

Duncan MacVicar Management Consultant 4 05 4 11

Richard Magnuson Venture Capital Investor 5 05 511

President

Darelda Medina HR Representative 3 09 3 12

PSSVStanford Recycling Center

Barbara Mordo Teacher retired 9 09 9 12

Gavin O Duffy Engineer 12 10 1213

Microsoft

Phillip Rose City Management 12 07 1213

Treasurer Commen ial Real Estate retired

Jeannie Richter Teacher retired 4 08 4 11

Deepak Sharma Management Consultant 410 413

Tom Smith Real Estate Broker 12 10 1213

Laura Stefanski Director 8 08 8 11

Mountain View Los Altos

Adult School

MAUREEN A WADlAK

1495 Cresthaven Lane

San Jose CA 95118408 265 0930

Education M S Social Work Columbia University 1982

BA Social Work Seton Hall University 1980

Community Services Agency of Mountain View and Los Altos Mountain View CAAssociate Director 3 97 present Responsible for administration ofagency programs and

supervision of program managers Draft proposals for government and United Wayfunding Responsible for contract compliance Field Work Supervisor for San Jose State

University undergraduate social work students Develop and implement clinical inservice trainings for case management staff Evaluate program effectiveness

United Way of Silicon Valley San Jose CA MarketingSpecial Events Manager 2 963 97 Developed and implemented the expansion ofUnited Way s community wide

volunteer program Week of Caring which resulted in over 3 000 people working on 160volunteer projects throughout Santa Clara County Organized two major fundraisingevents and monitored events budgets Developed and implemented community receptionsfor the Latino and Filipino communities these outreach efforts were the first undertaken

by United Way ofSilicon Valley Responsible for marketing ofUnited Way and its

agencies to the diverse ethnic communities in Santa Clara County Coordinated United

Way of Silicon Valley 1997 Campaign Kick Offevent Implemented the 1996 97 banner

campaign which distributed over 100 United Way banners to agencies and companiesDeveloped the 1997 Community Relations Department Workp1an Coordinated the

public relations and media campaign for the United Way through transit shelter postersand billboard ads service club presentations and arranging forUnited Way leadership to

be interviewed on Bay area radio programs

Loaned Executive 6 95 1 96 Responsible for the coordination ofthe Hewlett PackardAmdahl and County and Municipal govemments employee charitable giving campaignsPrepared campaign budget reports

University ofNorth Alabama Florence AL Instructor 8 92 5 95 Instructor of

undergraduate courses in Social Work Research Methods Social Welfare PolicyMethods ofSocial Work Practice and Community Organizing Planning andAdministration Developed lesson plans and instructional materials to enhance or

maximize students learning potential Coordinated field practicum experience for SocialWork Research students in community based health and human care agencies Conductedsocial work research for area shelter for victims of domestic violence Provided academicand career advisement to students Faculty advisor to Phi Alpha Social Work Honor

Society

Proposal Manager and Contract Administrator for Alabama Department of YouthServices residential girls group home for adjudicated adolescent females Recruited and

supervised student volunteers for Juvenile Offender Diversion Program

Riverbend Center for Mental Health Florence AL Program Manager 9 90 8 92

Responsible for administration budget control and supervision of staff for the Pre School

Day Treatment Program Conducted psychosocial assessments for program admissionField Work Supervisor for University of North Alabama undergraduate social workstudents Planned and implemented in service training Formed and chaired a communityservices committee to develop wrap around mental health and social services

United Way of Silicon Valley Santa Clara CA Manager ofInformation and Referral12 87 7 90 Management of I R Program supervision of staff and budget control

Responsible for monitoring and assessment of nonprofit agency proposals and budgets as

part ofUnited Way Agency Evaluation Process Coordinated the Northern California

Earthquake Relief Fund Coordinator ofthe United Way Emergency Assistance Fund andGifts In Kind Program Evaluator ofFEMAgrant proposals Developed I R trainingmodules for corporate Human Resources Departments and nonprofit agenciesCoordinated the publication ofthe United Way Directory ofHuman Resources UnitedWay I R representative to the news media

Information and Referral Specialist 10 86 12 87 Responded to I R inquiriesConducted Volunteer recruitment and Coordinated the Emergency Assistance Fund

Meetings

Peninsula Area Information and Referral Service Palo Alto CA I R Specialist9 84 10 86 Responded to I R inquiries and managed I R database Developedcommunity outreach workshops for tenantlandlord issues Coordinated Palo AltoV olunteer Mediation program

Mental Health Advocacy Project San Jose CA Research Associate 6 84 9 84Casework and advocacy for psychiatric patients Coordinated appeals process for Social

Security Benefits

Professional Societies Committees AwardsCo Chair Silicon Valley Oral Health CollaborativeSecond Harvest Food Bank Advisory Committee

Aging Services Collaborative

Distinguished Service Award Mountain View Kiwanis Club

MARVIN SABADO3275 Percivale Drive

San Jose CA 95127

408 691 7705

e mail marvee@hotmail com

Summary of ExperienceExperienced in all areas of general accounting including supervising accounting persollilcl budget development and

establishing policies and procedures Successful in achieving and maintaining management letter free audits Proficient in the

use of computerized accounting systems personal computers Windows and MS Office Detail oriented hard working and a

team player Described as professional organized calm caring and the go to guy Highly respected by all levels of the

organization

Professional Experience9 06 present

Director ofFinance and OperationsCommunity Services Agency of Mountain View and Los Altos

Directly responsible for all finance and operation functions including accounting human resources information teclmologyand building operations Supervise a staff of two Oversee day to day accounting processes including cash management

payables payroll and month end close through financial statements Coordinate monthly Finance Committee meetings annual

financial audit and budget preparation Manage human resource functions including benefits administration new hire

orientation and labor law updates

Formalized proper accounting practices including updating outdated accounting procedures manual Developed and

implemented a fonnal budget process including staff training Praised for successfully completing clean audits of annual

financial statements workers camp IRS and govenunent funded contracts In the area of human resources established and

implemented formal employee new hire Olientation and exit interview updated outdated 1999 employee handbook

developed and implemented new performance appraisal form trained supervisors on basic employment labor law and

evaluated health benefit programs securing lower premium costs Coordinated the implementation ofnew telephone system and

office renovation

09 04 8 06

Director ofFinance and Administration

Horizons Foundation San Francisco CA

Responsible for all aspects ofaccounting including processing Accounts Payable Payroll month end closing through financial

statement preparation and board presentation annual budget and financial audit and grant financial reporting Responsible for

Human Resources including administration ofemployee benefits employee handbook and new hire orientation Supervised the

Grants and Administration Coordinator Staff support to the Board Finance and Investment committees

Developed and implemented a formal budget process Completed a management letter free financial audit Streamlined and

formalized accounting processes and procedures including documentation and organization of files Developed managementrep0l1s for revenue tracking and 5 year projections Formalized employee new hire orientation and exit interview process

organized employee files

11 00 04 04

Controller

Rebekah Children s Services Gilroy CA

Responsible for the Finance department which includes General Ledger Payroll Accounts Payable and Accounts Receivable

Staff included two direct and three indirect reports Responsible for coordinating the development of alUmal budget and

financial audit preparation of government funding applications and cost reports preparation and presentation of monthlyfinancial statements for the Board of Directors and maintaining liability insurance

Converted accounting system from VAM to MAS90 including redesigning chart of accounts Developed and lillplemented a

formal operating and capital budget process for the organization Designed management departmental expense repOltsFormalized month end and year end accounting procedures including accruals and account analysis Reduced audit intemal

control issues from 19 to 0 within a year With my leadership skills able to bring respect and praise to the Finance departmentIntroduced a standardized employee performance review fOlnl which was adopted by the organization

3 95 10100

Director of Accounting and OperationsARlS AIDS Resources Information Services San Jose CA

Directly responsible for Accounting and Operation functions including Human Resources and network administration

Supervised a staff of three Responsible for month end financial repOlis timely billing on govelnment grants arumal financial

audit andbudget payroll cash management employee benefits and maintaining liability insurance

Developed and formalized Olmual operating budget process designed management cost reports streamlined month end

reporting and billing process including documentation procedure assisted in developing and consolidating tlu ee year strategic

plan Coordinated revision of employee handbook and performance evaluation form reestablished Safety Conunittee and

implemented employee new hire orientation and exit interview process Converted accounting system from Peachtree to

MAS90 Completed management letter free audit for the past four years

7 90 3 95

Accounting ManagerTimpany Center San Jose CA

Directly responsible for all functions of Accounting and Human Resources including Accounts Payable Accounts Receivables

Payroll General Ledger Fixed Assets and Cash Management Supervised a staff of four Responsible for all financial reportsannual audit tax returns and budgeting In the area of Personnel administered employee benefits including health worker s

comp and unemployment Served on Personnel Committee assisting in the development of policy and procedures review

personnel related issues Also provided MIS support of computer systems troubleshoot hardware and software problems and

provided training

Developed and implemented computerized accounting system as a result of the merger of Timpany Center and Timpany Center

Foundation Computerized accounting procedures thus effectively reducing preparation time of financial reports Designedfmancial and statistical reports for management and Board of Directors providing comparative review of programsCoordinated the implementation of computer network and conversion of new Accounts Receivable billing system Trained

staff on use of computer systems reducing training time and consultant costs Instrumental in the development and

implementation of the center s Injury and Illness Prevention Program

12 88 7190

Financial AnalystAlexian Brothers Hospital San Jose CA

Responsibilities included special projects assisted in the preparation of the hospitals budget month end closing and financial

statement preparation variance analysis and annual financial audit Prepared annual tax returns Worked heavily with IBM

PCLotus 1 2 3 developing fmancial and statistical reports Trained staff in use of persqpal computer and Lotus Developedfinancial reporting system for hospitals Foundation

3 86 12 88

ChiefAccountant

Brookside Hospital San Pablo CA

Supervised a staff of five in general accounting which included Accounts Payable Payroll and General Ledger Developed and

managed department s budget Directly responsible for the montWy close and preparation of the hospitals finOl cial statements

Coordinated armual financial audit Maintained fixed assets ledger Evaluated internal controls implementing changes where

needed

Consistently met budget Trained staff in use of PC and introduced the computerization of various accounting schedules

thereby streamlining departmental procedures Designed departmental management report used in perfomung monthly account

variance analysis Participated in hospital s computer system conversion designed the fmancial statements

EducationB S Degree Accounting San Jose State UniversityAdditional courses seminars in management and labor laws

References Available upon request

CnlllnlUll Sch o c r luslc lnd

Pti

Community Development Block Grant HOME Investment Partnership ProgramApplication





legal Name of Organization Community School of Music and Arts

Mailing Address 230 San Antonio Circle

City State Zip Code Mountain View CA 94040

Web Address wwwarts4allorg

Contact Person Karen KwanTitle Institutional Gifts Officer Email kkwan@arts4allorg

Fax Number 650 917 6813 Telephone Number 650 917 6800 x311

Executive Director Kathryn M Thibodeaux Interim Executive Director

Email kthibodeaux@arts4all org

B Project Overview

Project Name General Operating

Address of Project or Program Activity 230 San Antonio Circle and other school sites

around city of Mountain View

City State Zip Code Mountain View CA 94040

Provide a Brief Description of the Project or Program General Operating Support with

an emphasis on providing arts education program for youth and low income families in

the city of Mountain View through financial aid for on site private lessons and classes

free concerts exhibitions partial subsidy for community preschool programs and in

school art and music curriculum and community outreach

C Funds RequestedTotal Project Cost 4 600 000 Funding Request 20 000

Cost per unit for requested funding housingservice activity N A

Total Amount Requested from Other Entities 4 580 000


Is the Organization currently receiving funding y n Yes annually since 1986

Have you Requested Funds from the City of Mountain View for this Project before Yes

If Yes Complete the Chart Below for Amount Requested Amount Funded

the previous five years Year Funds

Requested2010 20 000 15490

2009 20 000 15490

2008 20 000 154902007 20 000 15 490

2006 20 000 15490

Community Schoo of Music and A11s

Pg 2

Community Development Block Grant HOME Investment Partnership Program

ApplicationCity of Mountain View




1 In detail describe the services activities project for which you are requestingfunding Also describe how the requested funds would be used for the project

A 20 000 general operating grant from the City of Mountain View will enable

CSMA to continue providing high quality arts education programs to Mountain

View residents especially to disadvantaged youth and low income families

through financial aid for on site private lessons and classes free concerts

exhibitions partial subsidy for community preschool programs and in school art

and music curriculum and community outreach

At the heart of CSMA s mission is accessibility and it is best represented in the

Music4Schools and Art4Schools Program where CSMA serves every child in the

seven elementary schools in the Mountain View Whisman School District since

1981 The weekly sequential standards based art and music instruction fill a

critical gap in these children left vacant by California s limited resources for publiceducation Beyond Mountain View CSMA s Music4Schools and Art4Schools

programs are offered in two dozens other school sites from Daly City to San Jose

Music4Schools builds a musical foundation that will last a lifetime Children

develop the joy of making music with others every week and experience the thrill

of live performance under the instruction of professional music educators Duringthe school year performing Artists in Residence enhance the multicultural

curriculum by presenting four interactive educational concerts representingcultures from around the world Art4Schools provides a lively curriculum to build a

child s technical skills awareness and appreciation of art Students develop an

understanding of the language of art while experiencing joy and confidence in

their own artistic creations CSMA s off site preschool progrom reaches 160

students with music and art curriculum at Mountain View s Castro Graham Slater

and Theuerkauf Schools federally funded Head Start and Power of Preschool

Programs which exist in low income areas to give immigrant children a strong

beginning in their education Early engagement in the arts such as singingdancing drawing and painting helps students develop fundamental cognitive skills

that are used to master other core subjects such as reading writing and math This

Community Schoo of rvlllStC and Arts

Pg 3

is particularly critical for at risk and disadvantaged children as early exposure to

art and music helps level the playing field and improves academic performance

Disadvantaged children can also benefit from the comprehensive music education

through CSMA s acclaimed Music School through financial aid Private lessons are

offered on 27 instruments including the cello flute guitar piano trumpet violinand voice CSMA s high caliber of faculty comprehensive curriculum excellent

learning environment music library and thorough placement interview andorientation process are what set it apart from private home instruction and manyother music schools

2 Describe the need s that the proposed project addresses and its communityimpact

CSMA s signature tagline Arts for All defines the organization s commitment to

the community CSMA provides a wide range of high quality art and music

instruction both on site and in schools to individuals in our communityregardless of age or skill level Community is CSMA s first name

In 2007 61 of California schools had no full time arts specialist and 89 failedto meet state standards for arts education The situation is no better todayCSMA s Music4Schools Art4Schools and off site preschool programs address this

pressing need by providing a comprehensive sequential course of study in art

and music taught by a professional faculty A Princeton University Center for Arts

and Cultural Policy study How the Arts Impact the Communities stated that art

education and participation increase individual efficacy and self esteem reduce

delinquency in high risk youth build community identity and pride and lead to

positive community norms such as diversity tolerance and free expressionamong others benefits Extensive studies have also concluded that participationin the arts above sports and community engagement activities helps level the

playing field in achieving academic success for these children from a backgroundof limited resources As four of the seven elementary schools in the Mountain

View Whisman School District qualify as Title One schools it is imperative thatthese disadvantaged children receive equal opportunities and easy access to

high quality music and art education along side their more affluent peers

3 Describe the project s target population including client eligibility requirementsDiscuss how and ifthey are an at risk and or under served population

CSMA has been serving the Mountain View Whisman School District for nearly30 years During the 2010 11 school year CSMA serves a total of 5 297 studentsin 139 classrooms in all seven elementary schools in the Mountain ViewWhisman School District Over 50 ofthe district s students are low income and

46 have limited English proficiency Beyond Mountain View CSMA s

Community Schoo of Music and Alts

Pg 4

Music4Schools and Art4Schools programs serve over 7 650 students of all

backgrounds including some of the region s most underserved populationsMountain View s Castro School 54 receive free reduced lunch program East

Palo Alto s Costano School 88 receive free reduced lunch program East PaloAlto Academy 82 receive free reduced lunch program and Daly City s

Bayshore School 69 receive free reduced lunch program For many of these

students CSMA is the only source of arts education in the schools and

sometimes the entire community

For private lessons and group classes students are drawn from Mountain View

Palo Alto East Palo Alto and other neighboring cities More than 850 studentscome through our door weekly of which 200 are Mountain View residents

Financial aid is offered to those who are in need living up to our commitment to

providing arts for all The Board of Directors has a goal to commit 6 5 of the

operating budget to financial aid In FY2009 10 CSMA awarded 265 000 intuition assistance merit scholarships work study opportunities and programsubsidies

4 What other private or government organizations are now or will be addressingthe same needs identified herein Explain how the proposed project augmentsrather than duplicates the services of other organizations Describe how your

agency collaborates with other service providers

As the largest independent nonprofit arts education provider in Silicon Valleyand the only school of its kind in the region CSMA is in a unique position to

provide a comprehensive music and arts education both on site and in school

While there are many private music teachers and for profit art studios in the

area none offers a comprehensive curriculum CSMA s private lesson tuition

includes access to the following offerings at no additional cost to the student

Weekly Core Curriculum Classes in musicianship theory and ensemble

performance prepare students for youth bands jazz combos orchestras

chamber music composition and music exams

Workshop Weeks held in November March and May offer a series of

hands on workshops for all instrumental groups and age ranges master

classes by prominent visiting artists and special concerts to broaden

students education

Student Recitals in CSMA s Reay Recital Hall and Tateuchi Hall provide an

invaluable opportunity for students to give a formal presentation and to gainconfidence in front of an audience of family and friends

Community Schoo1 of Music and Arts

Pg 5

CSMA hosts the practical ahd theory examinations of the Associated Board of the

Royal Schools of Music ABRSM an internationally recognized system of

assessments Faculty selects students for whom the ABRSM curriculum and

performance challenge provide appropriate motivation and reward

CSMA also regularly partners with other service providers to collaborate and

expand our services to a broader audience As part of the outreach to the

community CSMA s free public performances include Informance featuringworld renowned visiting artists in partnership with Stanford Lively Arts CSMA s

Artistic Intelligence program is a consortium partnership with Pacific Autism

Center for Education Morgan Autism Center and AchieveKids servingdevelopmentally disabled adults and teens and young adults with autism by

providing developmentally appropriate art and music classes in a nurturing and

stimulating environment

5 Number of Mountain View residents on the Board of Directors If none then

describe efforts planned or taken to recruit Mountain View residents to serve on

the Board 1

6 Unduplicated clients to be served by the proposed program or activitya How many total clients are currently served on an annual basis 23 105

b Number of Mountain View residents who would directly benefit from the

program or activity as identified under Section 2 A 3 of this Application7 200

c If the agency currently receives Mountain View funding will the proposedassistance result in an increase in the number of clients currently beingserved by the agency Yes No K lf Yes continue if No go to No 7

d Of the total additional clients how many are expected to be Mountain View

residents

e How many of the additional Mountain View clients are expected tobe

Low Income Very Low Income Extremely Low Income

f What is the basis for the estimated number of additional clients

7 Numeric Goals

For activities please indicate the goal for number of services units to be

served

CDmmunity SchDo of Music and Arls

Pg 6

Please note that these numbers are based on a calendar year CSMA s fiscal year

begins on July 1 and ends on June 30

Activity 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter Annual

Private Lessons 851 851 400 851 851 Over

95 are

repeatstudents

On site classes 1500 1500 1500 1500 2775 Repeatstudents

include

preschoolstudents

Musle School

students

Some Art

School

students

MVWSD 5300 5300 0 5300 5300 Total

MVWSD

enrollment

Off site Preschool 160 160 0 160 160 All are

repeatstudents

8 Overview of Clients served Please list the number of clients served in prior fiscal

years and proposed for the comi1g fiscal year per income and target group categories

The percentage of Mountain View clients who are low income

o 46 or 3 325 out of 7 200 Mountain View residents served are low income

The number of Mountain View clients served previouslyo FY2008 09 7 350 Mountain View residents were served

o FY2009 10 7 290 Mountain View residents were served

The number of Mountain View clients served July December 2010

o 7 160 Mountain View residents were served between July and December of

2010

COll1ll1unity School of Music and AIlS

Pg 7

Community Development Block Grant HOME Investment Partnership ProgramApplication




1 Briefly describe your agency s mission and history Include a description of youragency s experience in providing the proposed services activities

The mission of the Community School of Music and Arts CSMA is to enhance the

quality of life in our region by engaging our diverse community in high quality arts

education performances and exhibitions CSMA prides itself as a unique center for

everyone to express their creativity and share rich cultural experiences Its

founding in 1968 by two music educators Natalie Werbner and Joan van Stonewas inspired by the century old tradition of settlement house schooling in which

community schools for arts and culture were established to serve students of all

ages regardless of their background or ability to pay This movement used cultureto connect underserved and immigrant populations to educational opportunitiesand community resources This remains the driving force of the organizationtoday reaching over 40 000 people of all ages skill levels and economic means

annually living up to its commitment to provide arts for all ages all abilities and all

aspirations A member of the National Guild for Community Arts Education since

1975 CSMA is among the 10 largest schools of its kind in the nation

In 2004 after a 36 year history CSMA opened its first permanent home at Finn

Center an award winning facility providing lessons classes camps and workshopsin music and visual arts as well as free concerts and exhibitions In the communityCSMA provides Art4Schools and Music4Schools to over 7 650 children at 32

schools in San Mateo and Santa Clara Counties

CSMA is uniquely positioned to conduct its work because of the 42 year history of

excellence outstanding professional faculty exceptional ability to provide highquality arts education to diverse constituencies highly committed and talentedstaff dedicated and active Board of Directors fiscal stability modest operatingsurplus for the past twelve years long history of community support and strongcollaborations including those with local school districts

CSMA contin ues to expand its class offerings in its modern facility that is speciallydesigned for arts learning Finn Center houses seventeen sound proof musicstudios recital room 200 seat acoustically magnificent concert hall four well

equipped art classrooms with excellent lighting access to sinks ceramic kilns wall

space to display artwork exhibition gallery new media lab and a resource room

with books sheet music and other visual materials for instructors to use in their

Community School of Music and Arts

Pg 8

lessons With expanded evening and weekend hours at Finn Center CSMA s abilitytoserve the community is stronger than ever Now open 7 days a week up from 5

Y days at its former facility people of all ages have greater access to lessons

classes performances and artist lectures

CSMA is poised to create significant cultural opportunities and to contribute a

powerful voice to the educational changes critically needed in the region and

state Given the significant decline in public funding for arts education in

California s public schools over the past three decades CSMA s successful deliveryof these programs is an important reflection of the organization s ability to both

respond to and generate systemic change

2 How will the effectiveness of your project be measured Over what time

frame sAlso See Attached Narrative

CSMA measures the effectiveness of our programs each year based on the number

of people served number of schools served and number of concert and exhibition

attendees Class evaluations are distributed to students teachers and school

principal to gauge interest and gather valuable feedback on program effectiveness

Audience members are also handed concert surveys at every performances

3 Use the table and space below to briefly describe how the proposedservice activity will be managed and administered including proposed staff time

and staff functions

Total time CDBG SalaryProgram Project Annual Total allocated Reimbursement

Position Title Duties Salary Hours Week to CDBG RequestMusic School Oversee all music

Director programs 69 996 40 25 17499

Program Private lesson

Coordinator placementPrivate Lessons coordination 21 840 20 25 5460

Program Coordinate all on

Coordinator Finn site music and

Center Music digital music

Instruction classes 43 680 40 30 13 104

ProgramManager Music Management of

in the Schools Music4Schools 39 000 26 45 17440Assist with

Administrative management of

Assistant Music4Schools 19 552 20 45 8 743

Community School ofMllSic and Arts

Pg 9

Coordination of

Finn Center and

Program off site preschoolCoordinator music and art

Preschool instruction 10 920 10 100 10 920Oversee all art

programs includingArt School curating Mohr

Director Gallery exhibitions 59 952 40 45 26 978

ProgramCoordinator Art Coordination of all

Camps vacation camps 21 840 20 100 21 840

Program Coordinate all on

Coordinator Finn site art classes andCenter Art installation of

Instruction gallery shows 32760 30 100 32760Progra m Coordinate

Coordinator Art Art4Schools and Art

in the Schools Club 38 220 10 45 17 199

Assist with

coordination of

Program Art4Schools and Art

Associate Club 10 920 10 45 4 914

4 Describe your written policies and or established procedures for ensuringpersons with disabilities and or limited English proficiency have access to theservices or activities associated with your funding request

CSMA admits students of any race color sexual orientation national and ethnic

origin It does not discriminate on the basis of race gender color or national

origin in its education admission and financial aid policies or program We makeall appropriate accommodation to students with special needs and physicaldisabilities in all classrooms Most of the art and music teachers for Art4Schoolsand Music4Schools are bilingual and work closely with the classroom teachersto accommodate children with limited English proficiency so that theyunderstand the instructions and can enjoy the classes


CSMA determines financial aid using tax returns this data however is not storedin the student database Ethnicity and race information are optional and

voluntarily provided by students and therefore we do not have the most

accurate data that truly represent the student demographics









X Goal 4 Support activities that eliminate blight and or strengthen neighborhoodsGoal 5 Promote fair housing choice




HUD requires that recipients offederai funding assess the outcomes oftheir programs Please identify

which HUD objective and HUD outcome will be addressed by this project



designed to benefit communities families or individuals by addressing issues in their living

environment such as poor quality infrastructure to social issues such as crime prevention literacy

or elderly health services


purpose Of the program is to meet individual family or community needs and not programs where

housing is an element of a larger effort since such programs wouid be more appropriately reportedunder suitable living environment

Objective 3 Creates economic opportunity This objective applies to the types ofactivities

related to economic development commercial revitalization orjob creation

Outcomes Choose one



low moderate income people including persons with disabilities In this category accessibilitydoes not refer only to physical barriers but also to making the affordable basics of daily livingavailable and accessible to low moderate income people where they live





X Outcome 3 Improve sustainability This category applies to projects where the activity or

activities are aimed at improving communities or neighborhoods helping to make them livabie or


or blighted areas through muitiple activities or services that sustain communities or neighborhoods

6





Non profit with SOl c 3 Status V nY

Faith based organization v nN

YCommunity Based Development Organization CBDO V n

DUNS Number131616336


2011 2012 2010 2011 2009 2010 2008 2009

Administration 540 000 490 8B1 595 963 603 263

Fundraising 390 000 386 697 274 230 258 292

Proposed Project Total budget 3 670 000 3 563 903 3 689 317 3 B64 892

All Other ProgramsTotal Agency Budget 4 600 000 4441 481 4 559 510 4 726447

C Program Activity Budget Attach additionallnformallon as necessary

Proposed Project Expenses 2010 2011 CDOG 2011 2012 CDOG Change from

FY 10 11 FY 11 12

Salaries Be nefits PavrollTaxes 3 397 319 3 539 118 4

Office Supplies 22 952 23 500 2

Communication 27 295 27 500 1

Pu blications Printing Advertising 32400 32400 0

Travel 0

Rentlease Mortgage 76 284 76 284 0

Utilities 71 000 73 500 4

Insurance 23 732 23 732 0

Equipment RentalMaintenance 15 566 11 966 23

Audit legalProfessional Services39 000 39 000 0

for CDBG portion onlyDirect Services Funding for specific 0service such as a meal or ride

Contracted Services 46 018 48 000 4

Other 689 915 705 000 2

Total Expenses 4 441 481 4 600 000 4

7



Proposed project Revenues COBG Other Total

Please Identify


Other Jurisdictions Please List

Earned Individual lessons classes contracts 3 322 500 3 322 500

Contributed Foundation Corporation Government Individual 1 202 000 1 202 000

Other 97 395 97 395

Total 4 621 895

N1 Does the Organization have a HUD approved indirect cost plan y n

N A

2 Does your agency charge fees for the services that you are requesting funding for If so please

attach a fee schedule

Please see course catalog enclosed Fees range from 80 90 Hour for Art4Schools and

Music4Schools instructions

Also See Attached Narrative

3 Ifyour organization is not leveraging the requested CDBG funds with other funds please explain why

N A

8




The applicant hereby assures and certifies compliance all applicable federal state and local laws regulations

policies and requirements including but not limited to federal OMB Circulars No A 87 A 102 A 110 and A




program





a Title VI of the Civil Rights Act of 1964 Public Law 88 352 42 U S e 2000d et seq as amended and


b Title VIIi of the Civil Rights Act of 1968 Public Law 90 284 42 U S e 3601 et seq as amended



Public Law 93 383 U5 e 5301 et seq as amended and

d Section 504 of the Rehabilitation Act of 1973 Public Law 93 112 29 U S e 794 as amended and

e Executive Order 11246 the impiementing regulations issued at 41 CFR Chapter 60 and the

Development Act of 1968 12 Us e 1701u and

f The Age Discrimination Act of 1975 Public Law 94 135 U 5 e 6101 as amended




4 it will affirmatively further fair housing

5 It will implement the requirements of the Lead Based Paint Poisoning Prevention Act 42 U5 e 4821 4846






is to the best of my knowledge true correct and compiete Attach documentation verifying person with the

authority to submit this application and e te the n act

DATE 14 II

NAME Please Print Kafn VI tv n blldJ LE I 1fVrm1 rytu1 Vt l e

10

ATTACHED NARRATIVE FOR SECTION 8 2

82 How will the effectiveness of your project be measured Over what time frame s

At the heart of CSMA s mission is accessibility For over 3 000 low income youth in

Mountain View CSMA s financial aid and program subsidy are the only means for them

to take private or group music and art lessons benefit from weekly sequential and

standards based art and music curriculum through CSMA s Art4Schools and

Music4Schools programs or participate in after school art clubs at all Mountain View

Whisman Schools CSMA s programs are the only exposure of arts education for

thousands of these children and their families and sometimes the entire community

CSMA s commitment to reaching out to those with the greatest needs is centered on

our belief that participation in art activities not only benefits disadvantaged children

mentally and cognitively it also brings tremendous economic social and cultural

advantages to the community A Princeton University Center for Arts and Cultural Policystudy titled How the Arts Impact the Communities clearly stated that art education

and participation increases a sense of individual efficacy and self esteem reduces

delinquency in high risk youth builds community identity and pride and leads to

positive community norms such as diversity tolerance and free expression amongothers benefits In particular all students will acquireo Problem solvinR skills and team work In the process of art making students gain

confidence in their decision making as a tool of personal expression whether it is

making decisions about color balance or visual texture through line It also offers

every child the opportunity to develop their creative abilities experience individual

growth and gain pride in working and achieving as a groupo Creativitv and inspiration Students make art that is inspired by traditional art from

other cultures thereby informing and reinforcing their own cultural heritage and

introducing them to a larger world This is especially important in a classroom of

immigrant children from a variety of backgrounds Often when the traditional art

from another culture is used as inspiration for a lesson a connection is made and

pride felt by the students who see their family traditions honored in an artistic way

And in music students develop a sense of rhythm strengthen their vocal and

listening skills demonstrate improved coordination and are prepared for more

formal group instruction Children develop the joy of making music with others and

experience the thrill of live performanceso Confidence and pride Students works will be featured in art exhibitions at the

school site during the annual open house event This event allows the children to

have a moment of pride in their achievements and to see themselves as artists with

a broad audience of peers and community The grade level teachers and families are

able to see the progression of work completed throughout the grade levels and take

pride in their students achievement and creative expression Band and stringstudents from the Music4Schools programs have the opportunity to come to CSMA

every spring and perform at the state of the art Tateuchi Hall allowing them the

ATTACHED NARRATIVE FOR SECTION 8 2

opportunity to share their accomplishments on stage and gain invaluable experienceand confidence in the process

Measurement of effectiveness will both be quantitative and qualitative1 Observation by classroom teachers of students progress and acquisition ofthe

above mentioned skills problem solving and team work creativity and

inspiration confidence and pride2 The total number of on site private lessons and group classes students served

through financial aid

3 The total number of on site private lessons and group classes students who go

on to participate in the highest level of musical training through Merit

Scholarships and Honor Band

4 The total number of low income immigrant children served through the fullysubsidized preschool program at 4 Mountain View schools

5 The total number of Mountain View Whisman students served through CSMA s

off site partially subsidized Art4Schools and Music4Schools programs6 The number of free concerts and exhibitions offered to Mountain View residents

and community members from neighboring cities

7 Class evaluations distributed to students teachers and school principal to gaugeinterest and gather valuable feedback on program effectiveness and

8 Concert surveys distributed to audience members at every performances

ATTACHED NARRATIVE FOR SECTION C 2

C2 Does your agency charge fees for the services that you are requesting funding forIf so please attach a fee schedule

While CSMA charges tuition for our on site private music lessons art and music classesand applies fees to the off site Art4Schools and Music4Schools programs we serve thelow income population in two specific ways as pertain to the funding request financial

aids are provided in the form of tuition discount up to 50 for on site private music

lessons group music and art classes as well as program subsidv to all Mountain View

Whisman schools 35 for Art4Schools and 30 for Music4Schools CSMA s off site

preschool program serving low income immigrant children from federally funded HeadStart and Power of Preschool Programs at Castro Graham Slater Theuerkauf Schools

are fully subsidized and free to the preschoolers and their families

COMMUNITY SCHOOL OF MUSIC AND ARTSBoard of Directors 2010 2011 Roster

Robert Reay Chair

Spouse Judi Fan

Term Elected May 1998

Term Expires June 30 2012

General Manager Mixed SignalBus Unit Linear Technology1 630 McCarthy Boulevard

Milpitas CA 95035

Residence 470 Bush Street


B 408 954 8400 Jamie

R 650 961 7930

Fax 408 428 9413

bobreay@yahoo com

David Sacarelos Vice chair CFO CPA

Spouse Yvette Lanza Seiler LLP

Term Elected July 2009 Residence 1440 Bobwhite Avenue

Term Expires June 30 2012 Sunnyvale CA 94087

Claudia Weber Past Chair

Spouse Sven

Term Elected July 2004


Yvonne Nevens SecretarySpouse Mike



B 650 365 4646 x2222

R 408 735 0475

M 408 691 6686

dsacarelos@seiler com

Fmr Director Product Management R 408 996 1427Residence 11573 Morning Spring Ct C 408 838 1725

Cupertino CA 95014 c1audiaweber@innovature com

Fmr Director ofMarketingSan Jose Museurn of ArtResidence 24142 Summerhill AvenueLos Altos CA 94024

R 650 949 2874

Fax 650 949 3075

ymnevens@yahoo com

Kathy Thibodeaux Interim ED

Spouse Page

Susan Mcinnis Associate Director

Residence 2540 Fairbrook Drive


M 408 482 3910

B 650 917 6800 x301

kthibodeaux@arts4all org

kathythibodeaux@comcast net

B 650 917 6800 x 321

smcinnis@arts4allorg

10f2

COMMUNITY SCHOOL OF MUSIC AND ARTS

Board of Directors 2010 2011 Roster

Nobuko Saito ClearySpouse GaryTerm Elected July 2007


John Conover

Spouse Linda



Jan Fenwick

Spouse Bob

Term Elected January 1 2007


Peter LandsbergerSpouse Claire Noonan



Anne Marie McCauleyTerm Elected August 201 0


John J Miller Jr

Spouse CherylTerm Elected July 1999


Mark RickeySpouse Lian



Ruth RogersSpouse RoyTerm Elected July 2002


Jeffrey Yoakum

Spouse CindyTerm Elected July 2005


President Cross Cultural Communications C 650 303 7706

Residence 26410 Silent Hills Lane R 650 949 2075

Los Altos Hills CA 94022 nobuko saito@gmailcom

13400 Middle Fork Lane

Los Altos Hills CA 94022 2420

Residence 28011 Elena Road

Los Altos Hills CA 94022

Residence 950 University Avenue

Los Altos CA 94024

117 Blackburn Avenue

Menlo Park CA 94025

John Miller Architect AlA

579 Clyde Ave 300


Residence 319 Waverly Lane

Los Altos CA 94022

Sr Financial AnalystStantord University School ot Medicine

R 3115 Puttenham WayFremont CA 94536

Former CSMA Music in Action FacultyResidence 27927 Briones WayLos Altos Hills CA 94022

Lasecke Weil LLC

Residence 757 Newman Drive

South San Francisco CA 94080

2012

M 415 602 2109

johnaconover@aol com

R 650 941 9344

F 650 949 0202

fenwickjan@aol com

R 650 941 2843

M 213 400 6098

W 310 900 1600 x2001

peteUandsberger@yahoo com

M 650 380 2840

mccauleyam@aol com

B 650 960 0500

Fax 650 960 0555

R 650 941 9670

john@jmarch com

B 650 723 0916

R 510 796 7603

mrickey@stanford edu

mark rickey@comcast net

R 650 941 6857

Fax 650 941 6431

rutherogers@comcast net

B 650 323 3700

R 650 588 4643

M 650 346 8328

jeff@laseckeweil com

Q

c

oQ

eQ

00

00

u

L5p

La00o

ri5

net

o

rQbfJ

Ha5

00

1

0

0p

1lLQ

QlI 5w

Q

i a5 l

c F 1U

o

bthQ

l iSQJ

U

COJ

Zoi 5

CCIJ i Ql00

ctIOJ000

i5w

l c

Z

o

1i8OJ

oIn

o

0

o0

00

l0

OJ

e

SS

g

g 00

B 5OJ

0 lltl 0

5 0e 0

bfJUJijo

lI9

itictI

1iEQ

Q

t688

OJ

is0o

c

lI

5

OJ

l

l

OJ

OJ

JjlI

l

9

o

U

0

l

13o

o

oo

U

0o

5lI

OJ

lU

0U

13o

0

0o

5lI

o

op

8oo

Sl

5

5e

8

0oc

lI

8o

8iloOJ

OJ

U

OJ

0rel

j

5

OJ

o

9 00

g 50

OJ

OJ0 1

rntOJ

0

0 u ctI

t 9 oSQ 0

OJ 13 Uo

Q sU C2 t5O Q

g tQl5 9 9 ctI

c j1ls trIs s8 e 8 8t t t en

o Ij 0 0 l

U u u 5

o

til

a

g 8UCL t0059 Sro tlUt 3

U

fI

0 00a 9

S 0s Eds s 0

OJ

5 Sl E6O OJ

ca 60 6 rnl 0 t1lQ OO

frOJ

s s0 0

S tIl10

01 s 0 bO0ts tfl

1itJ I

bOsl 0 0r s 00 cdI

S10 0

1lQ 0

el 0 f0 U

o

OJ

is

OJ

5o

I

OJ

lis0

9

8

OJ

l

5

0

E

fiOJ

OJ

o

o0

0OJ

go

s

2OJ

0

0

s mOJ

0OJ

o

J2ejOJ

0

0s

rj s

So OJ

l

c 5

OJ

fSo

lis0l0

8

OJ

0o

OJ

5is

I

OJ

OJOJ

lI

otJ

ispl

OJ

I

S

llI

0

OJ

5OJ

500

ll00

o

peOJ

0o jl

f01

o S

gI

o

l

1OJ oS5OJbCd

8mas550o a

0 p lll 0

ctI ctI QlQ

S 0Il K1 s c ss p 00e

1 rn sl 11g 0 00 C

2

OJ

Jo VJQ OJbO U

tIjlI0

1 rGslIlIc

Ij

SEl jo s

lrI

s2 bO

S Jl ll

gll1

l

Q

aB

B

g

g gp

llvShQ

8 95

w w

tB a

l

6l l

d

PifJ

a

8

2

6 6

QQ

uu

z9t G

CIl

oSPQ ifJifJ

5

6

8

a

Ji

g1s

Bpi

d

5

1Q

0e

P

ee

a2l Q

8im ao

g

pll

aS

1 a

BB

o 0

ggll

af

6P

BQ

p0

o itp 2J1I 3 tJJ

s gQ

8

eif

6tlD

StAtj

e a

ew A

II

Oh e

p d

C0 OJ

2J e6

lfJ

Q o

58lcil o

l

e

o

gp

QQ

e mOJ

1

5

0E

apg

a

j5

0o

eif

5

l

Q

Bo

Q

me

e a

lel

ll

Q

1

o 0OJ B

0

iOa ol it

l

OJ Il

F aif a t l@

G

dPo

0 0

igi sit 8

eC e J1I 3 j

if we ll Ieu

uul 1

J i1llttl

bO in

Oh Q

Q 0 I

a 0 a g p ecilC

ol

pu

a

55

o

6o

u

e0 Q

tAC

8

B

pt5

a

ae 8

0

08

i

p

pQ

o

S

Q

p

te

Q

12C

CI rD

community school of music and artsEXECUTIVE LEADERSHIP BIOS

Kathy Thibodeaux Interim Executive Director

Kathy Thibodeaux was appointed Interim Executive Director in July 2010She has 25 years ot executive level leadership experience in the privateand non profit sectors As a past chair and vice chair of CSMA s boardand past president ot the Mountain View Educational Foundation she hasa strong understanding of CSMA s programs and mission as well as a

commitment to arts education

Ms Thibodeaux holds an MBA and a Certificate in Public ManagementStanford University Graduate School ot Business and a BA HistoryOccidental College Los Angeles In 2006 she founded KM Thibodeaux

Consulting a strategic leadership and government affairs companyoffering expertise in Interim CEO services

Ms Thibodeaux s professional experience includes serving as chief

executive officer Tri County Apartment Association executive director

Cupertino Chamber of Commerce vice president propertymanagement The Irvine Company Apartment Communities and publicaffairs manager Intel Corporation As a motivational speaker andexecutive coach she has worked with leaders to develop strategicplanning and messaging

Her past community service includes membership on the board of

directors of the San Jose Chamber of Commerce Mountain ViewChamber of Commerce and Housing Industry Foundation In 2008 she

received the Commitment to Excellence Award from the Mountain ViewWhisman School District for outstanding leadership as the district s

educational foundation president She has also been recognized by the

SJ Business Journal as one ot the Most Influential Women in Business in

Silicon Valley

Ms Thibodeaux s two teenage children have both experienced CSMA s

art and music programs in their elementary school and in camps at Finn

Center Kathy and her family love outdoor adventures hiking bikingbirdwatching and fossil hunting together

Susan Mcinnis Associate Director

Ms Mcinnis completed work for an MA in International Relations from the

School of Advanced International Studies Johns Hopkins University and

has a BA in Finance and Accounting from the Haas School of Business UC

Berkeley She has more than 12 years of extensive finance and

accounting experience working at Wells Fargo Bank Boole Babbageacquired by BMC Software and Autodesk Additionally she has four

years of nonprofit experience including Director of Finance and

Administration with Enterprise for High School Students in San Francisco

and Project Manager of the Up On Top After School Program Ms Mcinnis

came to CSMA in 2003 and has broad responsibilities for all accountingfinancial management and operations

Evy Schiffman Marketing and Communications DirectorMs Schiffman holds a BA in Secondary Education with concentrations in

history and English from Simmons College Boston MA She is a former

grant recipient from the National Endowment for the Humanities and has

done graduate work at Stanford University and UC Berkeley During her

16 year career as a high school teacher and department chairman she

worked extensively in the area of interdisciplinary curriculum developmentusing literature history music and art in the classroom She has served as

a member of the Audience Development Committee part of Arts Council

Silicon Valley s FIRST ACT initiative and currently serves on the board of

directors of Quadre The Voice of Four Horns Ms Schiffman has been at

CSMA since 1990 where her responsibilities include all aspects of

marketing and communications including publications public and media

relations and advertising

Mary Holmes Music School Director

Ms Holmes was promoted to her new CSMA position in February of 2009

upon the retirement of Dr Nicholas Isaacs who held the post for the

previous twenty five years Ms Holmes holds a Master of Music in Vocal

Performance from the Boston Conservatory of Music and a Bachelor of

Arts in Music Performance from the University of Hawaii She has a 25 year

history of teaching private high school and college voice lessons as well

as performing professionally in opera and musical theatre roles Prior to

making the transition to administrative positions she also taught music in

the classroom for 12 years at the elementary middle school and highschool levels She brings to CSMA her expertise as a music education

leader with significant experience in creating partnerships and

developing comprehensive sustainable programs and curriculum for

music learners including integrated music clinics summer workshopsteacher training seminars and outreach at a variety of national and localconventions fairs and festivals Most recently Ms Holmes was the

Directory of Education Outreach and Program Services for McNally SmithCollege of Music in Minneapolis Minnesota

Linda Covello Art School DirectorMs Covello has a BA from UC Santa Cruz and an MFA from ParsonsSchool of Design in New York City Her extensive visual arts teaching andadministrative experience include her concurrent faculty position at theCollege of Notre Dame and past work at the University of Oregon SageJunior College Albany Academy for Girls and in the Mountain Viewschools She received a CA Arts Council Artist in Residence grant and hasextensive exhibition planning experience inclUding at the Bowery GalleryNYC and the Outdoor Painters Project UC Santa Cruz Ms Covello

committed her career to CSMA nearly two decades ago and has madegreat contributions to the development of CSMA s exemplary Arts inAction school curriculum the range of other CSMA visual arts classesworkshops and camps the special needs and preschool offerings as wellas the creation of a professional exhibition program in CSMA s Mohr

Gallery



SECTION 1 COVEI15HEET


Day Worker Center of Mountain ViewLegal Name of Organization

M I Add113 Escuela Avenue

al mg ress

C t S Z C dMountain View CA 94040

I V tate Ip 0 e

W b Addhttp www dayworkercentermv org

e ress

C PMaria Marroquin

ontact erson T IExecutive Director

It e

Email maria@dayworkercentermv org

650 903 4102Telephone Number

E t DMaria Marroquin

xecu Ive Irector

F N b650903 4106

ax urn er

E I maria@dayworkercentermv orgmal

B Project Overview

P ct NPublic Outreach and Education Program

rOJe ame

113 Escuela AvenueAddress of Project or Program Activity

C t S Z C dMountain View CA 94040

I y tate Ip 0 e

Provide a Brief Description of the Project or Program1 Outreach to street day workers to provide information about the Day Worker Center services

2 Community Forums to increase awareness and communication throughout the community

C Funds Requested

F d10 000

T I C15 000

un mg Request ota Project ost

Cost per unit for requested funding housingservice activity62 50


Mountain View s Requested Share of the Total Project BudgetYes

67

Is the Organization currently receiving funding y n


IfYes Complete the Chart Below for the previous five years


2007 200B 10 000 10 000

200B 2009 10 000 10 000

2009 2010 10 000 10 000

2010 2011 10 000 10 000

Community Development Block Grant HOME Investment Partnership Program Application






describe how the requested funds would be used for the projectRequesting funding for Public Outreach and Education Program Outreach representatives from the

Day Worker Center of Mountain View collaborate with street day workers local merchants elected

representatives and Mountain View police to facilitate communication and improve communityrelations The funds will be primarily used as stipends to the Outreach representatives from the DayWorker Center who will meet with all of the workers to inform them oftheir rights and responsibilities as

day workers as well as the advantages of getting jobs through the Day Worker Center of Mountain

View

2 Describe the need s that the proposed project addresses and its community impactLife on the street is difficult Soliciting work on the street is caused primarily of economic desperationStreet workers often accept very low wages just to be able to work There have been many cases of

workers not ever receiving payment for several days ofwork A common method of wage theft is for

an employer to pay a worker for the first day but then not pay for several days and then disappearAs new workers come to the area the need to inform street workers about the Day Worker Center of

Mountain View continues The project helps get workers off the street and into a safe and productiveday worker center Regular community forums help spread awareness about the outreach programand the services provided by the Center Communication and awareness is improved as people

throughout the community share their thoughts and ideas


if they are an at risk and or under served populationThe target population consists ofthose individuals who congregate on the street looking for any typeofwork that might be available These street day workers risk being victimized by unscrupulousemployers who use their services but then do not pay them wage theft A common scenario is for a

worker to be paid for the first day but not for subsequent days Then the employer disappears without

paying the worker and the worker is not able to find the employerThese street workers are under served They generally do not have access to various services such

as those provided by the Day Worker Center of Mountain View




The City of Los Altos also has street workers that tend to congregate on the Los Altos side of EI

Camino Real The Day Worker Center of Mountain View will be appiying for 5 000 from Los Altos as

part of the funding for the Public Outreach and Education Program This program provided an uniqueand valuable service to the community and this service is unlike those provided by other organizationsThe Day Worker Center of Mountain View works closely with other service providers The Center

hoststhe Gardner Mobile Medical Clinic weekly as a community service Community Service Agencyworks with the Day Worker Center to provide food and shelter for those that need it The Center

sometimes refers individuals to the Community Health Awareness Councii CHAC The Lions Club

and the Center have vision programs for the workers and recently many workers have new

eyeglasses The local Rotary Clubs have been long time supporters of the Day Worker Center

2





Board


a How many total clients are currently served on an annual basis 175


identified under Section 2 A3 of this Application 160

c If the agency currently receives Mountain View funding will the proposed assistance result in an


Yes No If Yes continue if No go to No 7



Extremely Low Income 99 Very Low Income 1 Low Income 0


The estimated number of additional clients are based on data from the Outreach representativesfrom the Day Worker Center of Mountain View who 90 to the streets every week to talk with the

Day Workers on the street

7 Numeric Goals

For activities please indicate thegoal for number of service units to be served

Activity 1st Quarter 2 0 Quarter 3rd Quarter 4th Quarter Annual

Street Outreach 110 120 120 105 455

Community Forum 30 40 70

Outreach Events 40 60 60 50 210

3




Please list the number of clients served in prior fiscal years and proposed for the coming fiscal year


2009 10 2009 10 2010 11 2011 12


l lc l c c l c c c c c

j ii ii iic c c c

0 1 0 0 0c c CI 0 Ii I 0 Ii I 0 I 0 Ii0 0 0 0E E E IE 0


030 AMI 144 170 150 175 156 181 158 184

Very Low Income

31 50AMI 0 0 0 0 0 0 2 2

Low Income

5080AMI 0 0 0 0 0 0 0 0

Moderate Income

81 120 AMI 0 0 0 0 0 0 0 0

Above Moderate

Income 0 0 0 0 0 0 0 0120 AMI

Youth

018 years 4 5 4 5 4 5 4 5

Adults

19 62 years 140 165 146 170 152 176 156 181

Seniors

63 yearsl 0 0 0 0 0 0 0 0


0 0 0 0 0 0 0 0

Other Special Needs

Describe 0 0 0 0 0 0 0 0



0 30 AMI 21 750 24 850 27 950 31 050 33 550 36 050 38 550 41 00031 50AM 36 250 41400 46 600 51 750 55 900 60 050 64 200 68 35050 80AMI 56 500 64 600 72 650 80700 87 200 93 650 100 100 106 55081 120 AMI CDBG or HOME Funds cannot be used for households earning above the 80 AMI

4






Mission Connect workers and employers in asafe and supportive environment Empower workers to

improve their socio economic condition through fair employment education and job skills training

Participate in advocacy efforts that support the day laborer community The center has been fulfillingits mission since 1996

2 How will the effectiveness ofyour project be measured Overwhat time frame s

By how many new street workers come to the Day Worker Center per year



Position Title Program Project Duties Total Annual Salary Total Hours Week Time Allocated to CDBG SalaryCDBG Activity Reimbursement Request

Exec Director Administration 45 833 40 3 458

Adm Assistant Clerical 31 600 40 5 948

Outreach Communication 3 200 6 100 3 200

Outreach Communication 3 200 6 100 3 200



funding request

The Center has English classes 6 days a week as well as bilingual staff and volunteers for transiations


Income data from daily log at the Day Worker Center and race ethnicity data from the job application

5












x

X

X

Goal 2 The primary focus of the Center is to find more work and income for the workers

Goal 3 The Center offers meals and also hosts the weekly van that provides medical services

Goal 6 The Center helps to find jobs to help low income households



Objectives Choose one

Objective 1 Creates a suitable living environment This objective relates to activities that are





X Objective 3 Creates economic opportunity This objective applies to the types of activities


Outcomes Choose one








X Outcome 3 Improve sustainability This category applies to projects where the activity or




6





Non profit with SOl c 3 Status V nYes

Faith based organization v n

No

No

Community Based Development Organization CBDO V n

DUNS Number61 089 6305

B Total Agencv Budget Attach additional information a necessary

2011 2012 2010 2011 2009 2010 2008 2009

Administration 111 473 98 886 110456

Fundraising not 32 233 38 183 42 783

Proposed Project Total budget available 10 000 10 000 10 000

All Other Programs yet 64 857 60 921 66 171

Total Agency Budget 218 564 207 991 229411

C Program Activity Budget Attach additional Information a necessary

Proposed Project Expenses 2010 2011 COBG 2011 2012 COBG Change from

FY 10 11 FY 11 12

Salaries Benefits PavrollTaxes 1 950 1 255 35 64

Office Supplies 50 60 20

Communication 0 0 0

Pu blications PrintingfAdvertising 270 300 11 1

Travel 0 0 0

RentLease Mortgage 300 0 100

Utilities 0 0 0

Insurance 185 185 0

Equipment RentalMaintenance 0 0 0

Audit Legal Professional Services0 0 0

for CDBG portion only

Direct Services Funding for specific1 045 1 800 72 250

service such as a meal or ride

Contracted Services 0 0 0

Other 6 200 6400 3 23


7



Proposed Project Revenues COSG Other Total

Please Identify

Mountain View 10 000 5 000 15 000

Other Jurisdictions Please List City of Los Altos

Total 15 000 15 000

1 Does the Organization have a HUD approved indirect cost plan y n

No


No

3 If your organization is not leveraging the requested CDBG funds with other funds please explain why

8






List of Board of Directors Include the name telephone number address and occupation or




Authorization to Request Funds Documentation must be submitted ofthe governing body s

authorization to submit the funding request This consists of a copy of the minutes of the meeting

in which the governing body s resolution motion or other official action is recorded

Designation of Authorized Official Documentation must be submitted of the governing body s


agency This consists of a signed letter from the Chairperson of the governing body providing the

name title address and telephone number of each authorized individual





Resume of Chief Program Administrator




application

Proof of Liability Insurance The City of Mountain View will need to be listed as an additional

insured



9








program





a Title VI of the Civil Rights Act of 1964 Public law 88 352 42 us e 2000d et seq as amended and


b Title VIIi of the Civil Rights Act of 1968 Public law 90 284 42 U S e 3601 et seq as amended



Public law 93 383 USe 5301 et seq as amended and

d Section 504 of the Rehabilitation Act of 1973 Public law 93 112 29 U 5 e 794as amended and

e Executive Order 11246 the implementing reguiations issued at 41 CFR Chapter 60 and the

Development Act of 1968 12 U S e 1701u and

f The Age Discrimination Act of 1975 Public law 94 13S U S e 6101 as amended




4 it will affirmatively further fair housing

5 It will implement the requirements of the lead Based Paint Poisoning Prevention Act 42 Us e 48214846




As a duly authorized representative of the Agency i submit this application to the City of Mountain View and


is to the best of myknowledge true correct and complete Attach documentation verifying person with the

authority to submit this application ecute the contract

AUTHORIZED SIGNATURE 1 1 7 11DATE

NAME Please PrintMa Marroquin Executive Director

TITLE

10

011IQU

ziS000

CIt

o1IlItwIZWUItw

Ito3

c

00oo

s

zo

IlPUUo

io

ll

iCl

00oo

5

Cl

JN

0

Uj lU

ClP

OEa ao 0ol

Eou

gc u

00 Nt Qot 00V V

0 70 r O

0u

r CJ a tljo 0010

a

l

11

J11

0000

11

z

o

o

ca

u

cj

c10 CS

u O

sr 0 0 U

S 3

o

0

u

o

9

ol

cl

o

l

s

lU

roo

g

0oo

oils

u

Cc

o Q 2Q rJl

s 0

E eE Eo 0 ro 0uuClU

io

or

l

iCl

0o

o

000oon

0

Eo

3

Ir

r o

doon

0

0

o

o

oils

oor

l

iCl

c

ti

oo

0000

00 00on0 U

0 0o 0

o 0

U

o

cl

cCl u

uQ

leO 0

2 es

l po

tio

gi

cso

ito 00oon

00

0

0 3r o

o o

i J i O

U U U11 1 Q

0

1l gp l l

Co Q CQ

Cl PO is l

cncwtoolo lr Io

0l

U 0 tlCIl

CSj

U

0

0

Uo

0E

c

sl

o r

c

lo

U

N

g cJ S 0e tg gIl

on 0

Eo

3Eo

0

o E2 g

roo

U

o

g Cdl

gpcl00c

a to

ol U

Cl

C0 e

sool i

corEQ 8 c

o

c

c

c

1a g0

jil

Eoq0

g 0

g2 1i l00

ot t 0 11Coo uooro

7 7lr g

j Q 0t0I00 0 cOO O

s

00r

o

ts 0

o 0

uu

u ja OJ U

J0

o rn

iT 0l

of

CoVito

ol

r

o

0

U

cj

rJ5c

go dtE

s

000

on

c

o

toro

po

QO

oN

if

on 00000

c

g5hBoc

EoU

oo

0o

cgJ

00 ao

on e0 U

o

gct

U

cj

1 5

u00 gt

do

cl

oogj

UI

0o

Maria Marroquin 46 A Evandale Ave Mountain View Ca 94043

maria@dayworkercentermv org650 9034102650 9034106 fax650291 1021 cell

October 2005 Present Executive Director Day Worker Center of Mountain

View Mountain View CA

Employer worker contracting and advocacy worker support and education

coordinates volunteer and ESL efforts reports to and interfaces with Board of

Directors public speaking worker and immigration rights advocacy supportsfundraising and grant writing efforts interfaces with municipal and state

government agencies and private foundations coordinates with other advocacyand social justice organizations

2002 2005 Manager Day Worker Center at Cavalry Church Mountain View

CA

Managed daily operations of Day Worker Center at Cavalry Church employerworker contracting and advocacy worker support and education worker and

immigration rights advocacy

2001 2005 Day Worker Mountain View CA

Domestic workerlhouse cleaner gave Spanish lessons to employers

1999 2001 Volunteer Television Commentator Latinos Hablan Channel

15 Mountain View CA

1997 1999 Food Preparer Dobb s San Francisco International Airport San

Francisco CA

Food preparer airline meals

1997 1999 Inventory Clerk Saver s Redwood City CA

Inventory clerk stocking

Education

BA Early Childhood and Elementary Education Ricardo Flores Magon Instituo

1979 Mexico City Mexico

Training

Red Cross CPR Emergency Preparedness Training Mountain View 2004

Immigrant Leadership Course San Jose City College San Jose CA 2004

Leadership Mountain View Mountain View CA 2004

Leadership PIca National Network Los Altos CA 2003

Community Emergency Response Training City of Mountain View MountainView CA 2001

Home Attendant Job Training Los Altos Mountain View High School MountainView CA 2000

Television Production Workshop Channel 15 Mountain View CA 1999 2000

Marketing Seguros Monterrey Mexico 1986

Case Management Teachers Union Mexico City Mexico 1979

Honors

Immigrant Advocate of the Year SIREN 2006Certificate of Recognition California Legislature Assembly 2006

Certificate of Commendation Immigrant Advocate of the Year Santa Clara

County Board of Supervisors 2006Certificate of Recognition Mexican Consulate San Jose CA 2006

Certificate of Recognition Citizenship and Immigrant Pride Day Santa Clara

County Office of Human Relations 2005

Certificate of Special Congressional Recognition Member of United States

Congress Anna G Eshoo 2004Certificate of Commendation Santa Clara County Supervisor Liz Kniss 2004Woman of the Year California State Legislature 2003

938 CLARK AVE MOUNTAIN VIEW CA 94040 650 279 8132 MOBILECSHEROO@COMCAST NET

EMPLOYMENT HISTORYPRINCIPAL Craig Sherod Photography Mtn View CA 5 05 to presentCommercial photography services for corporate advertising editorial and documentary clients

For example my documentary series Braceros at 80 has had three solo shows including a

month long show in the California State Capitol Building and received 2009 Award of Excellence

from Arts Council Silicon Valley I have also created short form video multimedia projects for

non profit organizations Advisory board member of ASMP fotovision org City College of SF

Founder of ASMP Multimedia SIG 2007

PRINCIPAL Sherod Consulting Mtn View CA 5 05 to presentProvide technical writing interface design publications management web design and software

training services to a wide variety of clients

DIRECTOR USER EXPERIENCE TECHNICAL PUBLICATIONS BMC Marimba Mtn View CA 3 00 to 4 05

Founded defined staffed managed and evangelized the User Experience group Initiated

user centered design principles completely replacing the chaotic and unsuccessful processesthat existed previously Introduced use cases iterative development contextual analysispersonas and fostered a more collaborative and UE driven product development process

Replaced the collection of isolated desktop Java GUls with a very successful integrated suite of

Web 2 0 GUls based on completely new interaction designs and cutting edge visual designImplemented GUI development style guide and enforced accessibility standards testing Created

usability test lab to gather baseline usability metrics and track progress Validated new

interaction designs with customers throughout the design process Earned strong executive

support and applied strong leadership to move organization in new directions New productswere very successful and generated significant revenue increases During this time in TechPubs

my main innovation was enlisting the writers to move help text directly into the GUI usingJavascript rollovers as a layering mechanism Worked with writers to create a GUI text styleguide and they took over responsibility for writing all GUI text including the help rollovers

SR MANAGER TECHNICAL PUBLICATIONS TRAINING SERVICES Marimba Mtn View CA 6 99 to 2 00

Temporarily managed the Training organization improving customer satisfaction and

streamlining the training development process During this time in TechPubs I designed and

oversaw the development of a proprietary help system that utilized Marimba technology to

automatically refresh the help content to customers Developed a secure customer facingpublication website with innovative sorting capabilities to help customers navigate the largedocset Conducted customer visits to assess effectiveness of heip systems and printed docs

MANAGER TECHNICAL PUBLICATIONS Marimba Mtn View CA 8 97 to 5 99

Hired to create and run an innovative new TechPubs team for this fast moving startup which

IPO d in 1999 Efficiency speed quality and thrift were my priorities when building the team of

worid class writers that would go on to produce award winning guides and help systemsDeveloped a writer friendly single source FrameMaker template set for output to print web

and context sensitive online help allowing staff to produce documents over 5000 faster than

industry norms and helping to keep headcount down for the company My management style is

hands on communicative and empowering and resulted in a cohesive team with the best

retention rate and on time delivery record in the company for over 5 years

PRESIDENT FOUNOER Agile Interactive Mountain View CA 1 91 to 8 97

Very early adopter of online information delivery systems of all kinds such as context sensitive

oniine help web based documentation computer based training and user interface design Also

developed and taught WinHelp training courses nationallyASSOCIATE EOITOR EOITOR IN CHIEF Microwave Systems News RFI EMC Journal 1 89 to 1 91

Started in a writing and planning capacity for MSN but later assumed responsibility for all

editorial aspects of RFI EMC Journal Both publications served RF Microwave Comm engineers

ELECTRICAL ENGINEER Watkins Johnson Corporation San Jose CA 4 86 to 1 89

Designed software and hardware used in large automatic test systems for military RF Microwave

communications and surveillance products

1of2

RElEVANT SKILLS AND TECHNOLOGIES

USER CENTERED DESIGN Personas contextual analysis use cases usability testing accessibilityIheuristic evaluation surveys interviews paper prototyping conceptual designDOCUMENT AUTHORING FrameMaker WebWorks Publisher RoboHelp JavaHelp WebHelpHTMLHelp XML Acrobat PDF Dreamweaver MS Office structured authoring Wiki

INFORMATION TECHNOLOGY Very knowledgeable about most enterprise IT technologiesPROGRAMMING DHTML CSS AJAX XML Ruby on Rails Java C assembly languageGRAPHICS Photoshop Illustrator Final Cut Pro FlashSOCIAL NETWORKING Blogs Facebook Twitter LinkedIn YouTube

EDUCATION PARTIAL LIST

SAN JOSE STATE UNIVERSITY Bachelor of Science In Electrical Engineering 1985

UC Berkeley Extension Certificate in Telecommunication Engineering 1988

To save space short courses in User Experience and Technical Publications taken over many years are not listed

PROFESSIONAL AFFILIATIONSACM SIGCHI BayCHI Usability Professionals Association Society for Technical Communication

Bay Area Publications Managers Forum Founder of Multimedia SIG of ASMP Advisory Board for

City College of San Francisco and fotovision org Board of Directors for local non profit

2012





Junior Achievement of Northern California JAlegal Name of Organization

M j Add1401 Parkmoor Ave 110

almg ress

C t St t Z C dSan Jose CA 95126

I Y a e Ip 0 e

W b Addwwwjanorcal org

e ress

Contact PersonRachel Taber

Title Development Director

E 1 rtaber@janorcalorgmal

Telephone Number925 465 1080

E t D ctLinda McCracken

xecu Ive Ire or

F N b925 465 1094

ax um er

E I Imccracken@janorcal orgmal

B Project Overview

P ct NMountain View Youth Empowerment Project

rOJe ame

Add fP t P Act t Programs delivered at local schools throughout Mountain Viewress 0 roJec or rogram IVI y

City State Zip Code

Provide a 8rief Description ofthe Project or ProgramThis project aims to reach 625 K 12 low to moderate income youth in Mountain View with JA s

economic based programs Specifically funds from the city will provide programs to 217 ofthese youth

C Funds Requested

F d R5 000

TIP C398 731 peryrun mg equest ota rOJect ost

C f d f d h I I23 per student 217 studentsost per unit or requeste un mg ousmg service activity

Total Amount Requested from Other Entities 393 731 per yr

Mountain View s Requested Share of the Total Project Budget 1 25

Is the Organization currently receiving funding y nYes


If Yes Complete the Chart Below for the previous five years

Year Funds Requested Amount Requested Amount Funded2010 2011 5 000 5 0002009 2010 5 000 5 0002008 2009 5 000 5 0002007 2008 5 000 5 0002006 2007 7 000 3 500







This project is part of JA s larger goal to deliver JA programs to 17 500 K 12 students across Santa

Clara County The central theme found across JA s research based curriculum is that excellence inschool leads to success in the real world All programs emphasize this idea while teaching real life

concepts such as ethical decision making money management career preparation and budgetingJA s K 12 curriculum is organized into grade specific elementary middle and high school programsand taught by local volunteers from the business community during the regular school day at no cost to

schools Money will be used to recruit train and support volunteers and to supply program curriculum

which includes student workbooks hands on activities and all corresponding materials

2 Describe the need s thatthe proposed project addresses and its community impact

Mountain View faces a crisis in that youth are not prepared for the careers that drive the dynamic local

economy Several studies characterize the challenge of meeting Silicon Valley s workforce needs A

study from A T Kearney provides insight into the skill shortfall known as the digital divide

indicating that the lack ofsocial networks that ties youth to people and businesses in the current

economy significantly affects education attainment therefore creating a preparedness achievement

gap between racial ethnic and economic groups Furthermore the U S Department ofLabor recentlyfound that only 50 of students leave high school with the knowledge to find and hold a good jobThis project aims to help the economic and educational development of Mountain View youth thoughthe effort of local role models from the business community teaching JA s life skills based programs


if they are an at risk and or under served populationJA prioritizes outreach to a larget population of students where our programs will have the greatestsocial impact This philosophy is reflected in our demographic base 65 of our students come from

households earning less than 50 ofthe area median income as measured by HUD Income

Standards and nearly 70 ofour students are minorities as measured by Educational Results

Partnership For the proposed project funds from the city will provide 217 low to moderate income

K 12 youth in Mountain View with JA programs giving them inspiration role models and a sense

ofwhat it lakes to succeed as adults and as contributing members of their community There are no

eligibility requirements for receiving programs and they are delivered at no cost to schools students




Programs such as AVID and GEAR UP provide programming similar to JA in the local area yet JA s

comprehensive community focused approach in teaching economic education augment the services

already being offered in several ways Our curriculum is purposefully designed as sequential K 12

programming where as other programs focus solely on middle and high school grades JA reaches

the entire spectrum of students Furthermore JA programs are experiential with lessons that focus on

learning through handon activities Finally by using community volunteers to presentour programsstudents are introduced to new careers and professional experiences outside their normal realm of

adults mentors These volunteers are also our local collaborators and their involvement is crucial to the

success ofour mission in the Mountain View community Organizations that have employees who

locally volunteer with JA include Cisco Systems AT T eBay HP KPMG and Kaiser Permanente

2





Board


a How many total clients are currently served on an annual basis 17 500


identified under Section 2 A 3 of this Application 625

c Ifthe agency currently receives Mountain View funding will the proposed assistance result in an

increase in the number of clients currently being served by the agencyYes No If Yes continue if No go to No 7



Extremely Low Income Very Low Income 8 Low Income 4

g What is the basis for theestimated number of additional clients

The number is additional clients is based on historical growth patterns from our 60 years ofoperations in the area and planned increase in revenue to support expansion of programming Inorder successfully complete this program increase JA s governing board approved a five yearstrategic plan that leads our organization to both reach and sustainably manage this growth

7 Numeric Goals

For activities please indicate the goal for number of service units to be served

Activity 1st Quarter 2na Quarter 3rd Quarter 4th Quarter Annual

Students receiving JA programs 100 350 175 625

3




Please list the numberof clients served in prior fiscal years and proposed for the coming fiscal year


2009 10 2009 10 2010 11 2011 12


ll llc c c c ll c c

j j jc c c c

tl tl tl tlc c c c

tl ii tl ii tl ii tl ii0 0

il0

il0

liE 0 liE 0 liE 0 liE 0t


10 30AMI 150 3 750 160 3 833 160 4 375 170 4 500

Very Low Income

131SO AMI 250 6 750 260 6 900 260 7 875 270 8 100

Low Income

150 80 AMI 80 2 250 90 2 300 90 2 625 95 2 700

Moderate Income

181120 AMI 70 2 250 90 2 300 90 2 625 90 2 700

Above Moderate

Income

120 AMI

Youth

018 years 550 15 000 600 15 333 600 17 500 625 18 000

Adults

11962 years

Seniors

63 years


Other Special Needs

Describe


1 Person 2 Persons 3 Persons 4 Persons S Persons 6 Persons 7 Persons 8 Persons

0 30AMI 21 750 24 850 27 950 31 050 33 550 36 050 38 550 41 000

31 50AM 36 250 41400 46 600 51 750 55 900 60 050 64 200 68 350

50 80AMI 56 500 64 600 72 650 80 700 87 200 93 650 100 100 106 550

81 120 AMI CDBG or HOME Funds cannot be used for households earning above the 80 AMI

4






Junior Achievement of Northern California JA the local chapter of JA World Wide was founded in

1950 and is dedicated to inspiring and preparing young people to succeed in a global economy We

achieve this mission through teaching students about their expanding roles as individuals consumers

employees employers and productive members of our society We provide empowering programs to

K 12 students across 23 counties in Northern California and in the 2010 2011 school year with helpfrom over 600 local volunteers JA plans to reach over 17 500 students in Santa Clara County

2 How will the effectiveness of your project be measured Over what time framels

See attached Proposal Narrative Addendum

3 Use the tabie and space below to briefly describe how the proposed service activity will be


Position Title Program Project Duties Total Annual Salary Total HoursWeek Time Allocated to CDBG SalaryCDBG Activity Reimbursement Request

District Mnger Elementary programs 40 000 40 3 5 1 400

District Mnger Middle High programs 40 000 40 3 5 1 400

VP Education Lead program team 70 000 40 5 350



funding request

See attached Proposal Narrative addendum


JA uses HUD Income standards for income data and Education Results partnership for race ethnicity

5

rh bIfJ

it i c WoTk Readiness I EJ1 pr n hip fi ancia1 JJtera y

Proposal Narrative Addendum

ProiectAdministration and Monitorin

2 How will the effectiveness ofyour project be measured Over what time frame

JA is committed to ongoing quality assurance and the measurement of key student outcomes associated

with JA program participation Since 1993 JAWW has collaborated with the Worldwide Institute for

Research and Evaluation WIRE to conduct independent rigorous evaluations to ensure that our

programs are effective and relevant A recent WIRE study showed that those who participated in JA

compared to students in general were more likely to graduate from high school pursue post secondaryeducation and recognize the importance of education for future success In addition third partyevaluators have made these key findings about JA programs

Elementary school students who participate in JA possess more basic economics personal finance

and business knowledge than non JA students

Teachers 95 and volunteers 92 report that students who participate in JA have a better

understanding of how the real world operatesBoth teachers and volunteers agree that JA students work together better as a team and are more

capable of making group decisions

Furthermore Junior Achievement of Northern California recently concluded its first Regional Evaluation

in 2008 which wascompiled by a 3 dparty evaluator and included the 19 counties we served at that

time Moving forward JA of Northern California will conduct similar regional evaluations every four

years with our next evaluation to take place in the 2011 2012 school year This evaluation will help us

realize our stated outcomes for programming in the Monterey Bay area and will utilize a pre post test

design in a random sample of participating classrooms The results from our 2008 regional evaluation

reinforce to us the importance of our programs

83 ofsenior students grade 6 and above rated the JA programs as preparing them well for

college and the business world

73 ofvolunteers noted teaching JA programs made them feel connected to their community71 ofstudents responded that there wasa high or very high probability they would contribute to

their community in the future

Students referenced key contributions that community volunteers made to the program

o It helped students connect what they learn in school to the real world

o Volunteers became role models for student if they can do it so can I

o Particularly through the sharing ofvolunteer experiences it helped students understand the

depth and breadth of employment available and opened their eyes and their world to

numerous possibilities



funding requestAs the recognized leader in economics education JA s goal is to reach as many children as possibleregardless of race color religion age gender national origin ancestry or disability Though our

ultimate vision is to deliver JA programs to all students our philosophy is to first prioritize impacting the

students who stand to benefit most from receiving our programs Accordingly JA targets populationsthat may be otherwise overlooked in career development programming and helps JA diversify our

student mix to accurately reflect the community s composition

6




Please indicate which Consolidated Plan Goal s will be met by the Project and briefly describe howyour

ProjectActivity meets the Goal s

Goal 1 Assist in the creation and preservation of affordable housing for lower income and specialneeds householdsGoal 2 Support activities to end homelessness



X Goal 6 Expand economic opportunities for low income households


JA teaches youth skills related to financial literacy workforce readiness and entrepreneurship This proactiveeducation prepares students to grow into economically confident and career ready adults


HUD requiresthat recipients of federal funding assess the outcomes of their programs Please identifywhich HUD objective and HUD outcome will be addressed by this project





py rpose ofthe program is to meet individual family or community needs and not programs where

housing is an element ofa larger effort since such programs would be more appropriately reportedunder suitable living environment

Objective 3 Creates economic opportunity This objective applies to the types of activitiesrelated to economic development commercial revitalization or job creation

OutcOn7eS Chooseone





a variety of ways in the lives of low moderate income people It ca n include the creation or



Outcome 3 Improve sustalnability This category applies to projects where the activity or




7


Fiscal Year 20U 2012



Non profit with SOl c 3 Status vlnYes

Faith based organization lvlnNp

NoCommunitv Based Development Organization CBDO vln

DUNS NumberNot Available


2011 2012 20102011 2009 2010 2008 2009

Administration 176 010 170 B64 126 123 134 628

Fundraising 337 355 327 529 220 713 288488


All Other Programs 2 010 034 1 950 936 1431 538 1 523 691

Total Agency Budget 2 933 522 2 848 080 2 127 721 2 288 588

C Program Activity Budget Attach additional informationas necessary

Proposed Project Expenses 2010 2011 CDBG 2011 2012 CDBG Change from

FY 10 11 FY 11 12

Salaries Benefits PayrollTaxes 3 150 3 150 0

Office Su pplles 30 30 0

Communication 0 0 0 0

Publications PrintingAdvertising 0 0 0

Travel 70 70 0

RentLease Mortgage 200 200 0

Utilities 35 35 0

Insurance 25 25 0

Eauipment RentalMaintenance 0 0 0

Audit LegalProfessional Services0 0 0

for CDBG portion only

Direct Services Funding for specific1 328 1 328 0

service such as a meal or ride

Contracted Services 135 135 0

Other 27 27 0


8

n W W W fW

MountainView Youth Empowerment Project

pC

i

V

a

n californ a

JTim Period 7 1 2011 6 30 2012

I

PROGRAMEJPElJSE

Salaries and Benefits

Total Project All

Santa Clara

County

CIty of MoUlltllln

VIew s

Contribution llidptJUstlflcatJon Notes

progra m Activity

227 277

Recruit and train volunteers schedule

program dates with volunteers and teachers

support and verfiy program

2 850 quality completetionDatabase entry evaluation prospectNon program related activities

49 841 300 research and outreach to new schools

Program Materials

81 939

Re nt a nd Utilities 18 740

ProfessioniIConsulting Services

10 766

Local Travel 5 582

Supplies Copying and Postage2 392

StaffTraining 1 994

Miscellaneous 159

Board Meeting 40

TOTAL EXPENSES 398 731

Student workbooks materials for hands on

activities curriculum manuals for volunteers

1 328 JA Worlwide Licensing Participation260

Audit IT bookeeping office maintenance

135 bank fees

70

30

25

1

1

5 000

9




Please Identify


Other Jurisdictions Please Ust

Wells Fargo 50 000 50 000

Bank of America 25 000 25 000

Applied Materials 25 000 25 000

Additional Funders See attached for list 293 731

Total 398 731

1 Does the Organization have a HUD approved indirect cost plan y nN


No All programs are delivered at no cost to schools

3 If your organization is not leveraging the requested CDBG funds with other funds please explain whyN A

10






List of Board of Directors Include the name telephone number address and occupation or





authorization to submit the funding request This consists of a copy of the minutes of the meetingin which the governing body s resolution motion or other official action is recorded

Designation of Authorized Official Documentation must be submitted of the governing body s


agency This consists of a signed letter from the Chairperson of the governing body providing the

name title address and telephone number of each authorized individual


Financial Statement and Audit Describe any findings or concerns that werecited in the audit or in



Resume ofChief Program Administrator

Resume ofChief Fiscal or Financial Officer



application

Proof of Liability Insurance The City of Mountain View will need to be listed as an additional

insured



1








program

2 The agency s governing body has duly adopted or passed as an official act a resolution motion or similaraction authorizing the person identified as the official representative of the corporation to submit thisfunding application and all associated information and assurances


a Title VI of the Civil Rights Act of 1964 Public law 88 352 42 U 5 C 2000d et seq as amended and


b Title VIII of the Civil Rights Act of 1968 Public law 90 284 42 U 5 C 3601 et seq as amended



Public law 93 383 U 5 C 5301 et seq as amended and

d Section 504 of the Rehabilitation Act of 1973 Public law 93 112 29 U5 C 794 as amended and

e Executive Order 11246 the implementing regulations issued at 41 CFR Chapter 60 and the

Development Act of 1968 12 U 5 C 1701u and

f The Age Discrimination Act of 1975 Public law 94 135 U S C 6101as amended


h Executive Orders 11625 12432 and 12138 encouraging the use ofminorlty and women owned business



5 It will implement the requirements of the lead Based Paint Poisoning Prevention Act 42 U S C 4821 4846








AUTHORIZED SIGNATURE DATE 1 1 2010II

NAME Please Print Kti I J If i III 1M If TITLE Dtd O hiU L t C 0Wr

12

iiu Cl

N

E CQl

Clt N

0 tz

0 u

iicQl C

E 0

Ql

ic

ueC0

0

l

E

mtt

9 ti tiIII E

Qj S oJ

tQJS nl

Q

11

e

e

listeg

E5

Eiz

a

c

nc

Eaw

Eg

c E9 III

5Ozo

00

c

iz c

m

8 c3tij lij

ea

U

llill

III01w

itLLo

Q

c

c

j8

lilJIi 0I

cg eEUQI

Eo

aceUlla

Ic

2McUl

l J

13s

is0o

o

Ul

c

oc

fI

Bige o

1iOUl3

seVi

0

E28

i c8cc g

Hee e85 8

ewQ QI061lli Ct9

E lijo

l

LH E

080 8Iu e

2

SumUJ021 1

c

Ul

c

o

jE

HEllIi 5i

uii

c

eo

oo

o

c

0

II ia0

25

llIi E

2Es

iiiega Io 0Q

Ul

oE m

lo

o 05E c

l e1 S

CD lr c

O l

i

us

c

llE0

s

t iBci

E5

E

0

5j 15i

ti e0

o

Sx

w

E2il

a goUlllIII l E

5gI 0

1il tl Jl

Ulc

i i2ga

0

Um

l50

1iiWO

Eg

Eo

oz

112PE

II

5

c

a 1

IiEOfCcClli2

o

c

o

c

O

Si1

E 0oUl

C E0

E1l S

oc

e Ba E

0

jOc

c

lll e

c

c llo E

f0

0a

z 0w

20

CfI EUla

c

Eo

2

c

s

1500e

0 0

o

c

8iiO a

J

ItcQjCll eUil

o

oo

Soox

W

liE E

i 8a 0

c2

aeuiiiEo

oc

o

Ea Eec 5

gH0 0

i 8

o

o

0

oeilL

0 c

I

o

0

ii ti

c s g m c

C g5 gBE lij 1

i1II1 oO

CI G eJ clEZ EQE

ie 2

e

WE0 0

eU

tl

Ql

a Q J1

tE2j

o

w

1 us

290piSlJ

1uif2i

i u8

g 0

o

i

aIi

2

s i0

c2

0

Bo

cjOE

1ilg 1Il

oa 2

0Ul

i lij f10

c0 00

Eo

0

0 ll5 g E

o Clli2 0

ii 1ijUj lD

D l2EW lUII ELL

EglJJ8

0co

e0 x

iCiijlll

S0

Jrti

iC

iH00I

o

c

Hl 0

0

cUl

feEIlIlo

J l21 02

lio aScccI E l E J

ttji8 2

l0

U

Cl

i li

a

o

1l c

gnlli

B3

eoQ

2

IJ2

u

Eu

t u

I

g olEl u

iI cux0Ji 06 01

EO 501

0200

us 5

u

w

ow

I

ot5o

0 00

0

2ElL

oe w gug

j ii

Ql

l5

f0

s

o

BEs

c

j 85 rl

Cf III g

jijouliiUl

o

o0

oUl

Jio 0

t

iE III

OGlEijj cu

fil

E ux

o

oo

o

Q Jl1

iillaa

c

I

o0

lJo

t5CJECel

0

IIW g

en gofi0

E iilg E

w

o

E

f jh

0 Ulm

Ir g

IIIC

EE

0

E

4jllIIiit

2i

e

e

c

o

lctiiiU3 Ql

ec sGx

w

e

lI1 41

iUIa m

4 JuniorAchievernenf

Silicon Valley District Board2010 2011

Margaret Critzer ChairPartner

KPMG LLP

Eugene Geno AshleyAttorney At Law

Hopkins Carley

John Buchanan

Partner

PricewaterhouseCoopers LLP

Daniel Chen

Regional Manager for North

America MarketplaceseBay Inc

Karen Davis

Senior Management Advisor

Management Partners Inc

John DuBois

The DuBois Group LLC

1435 Montego Drive

Bill Erlendson

Asst SuperintendentSan Jose Unified School District

Frank FoehrRetired Teacher Yerba

Buena High School

Anne HalvorsenAssistant Vice PresidentWestern MarketingComerica Bank

Natalie JessopTax Partner

PricewaterhouseCoopers

Marc Liebman

Superintendent

Berryessa Union School District

Louis J Lombardo

Director ChiefEngineer SpecialProgramsLockheed Martin

Mark LinskyRetired

Hewlett Packard

Robert MuzioSf VP Western Div Grp ManagerSouth Bay CorpComerica Bank California

Jason Rissanen

Partner

Deloitte Touche

Mark Seeker

Partner

Ernst Young LLP

Jawahar SivasankaranSenior Manager IT Customer

Strategy and Success

Cisco Systems Inc

Todd TrekeU

Project Manager

Barry Swenson Builder

Steve TroyCEO

Aerofund Financial

Wendy Walleigh

Kyra WhittenSenior Director WorldwideCommunications

Xilinx

JuniorAchievelnenfof ortlwrn California 1m

Linda McCracken

President and CEO

As President and CEO Linda McCracken is responsible for leadingJunior Achievements operations planning development expansionprograms and fmancial management in 19 Northern California

counties Under McCracken s guidance Junior Achievement delivered

financial literacy programs and funding for over 100 000students in

4 209 classrooms annually

In addition to program service Ms McCracken andJANorCal have

been recognized for numerous achievements including JACollaboration Award 2006 JA Peak Performance Award 2007 JASumrnit Award 2006 2007 2008 West Contra Costa School District

State ofOur Schools Award Partner of the Year 2007 OpportunityKnocks People s Choice Best Nonprofit to Work for Award 2007Community Partner Mentor Award Education Oakland Unified

School District 2008 Karl Flemke Pioneer Award Finalist Linda

McCracken JA US 2008 2009 2010 Women ofDistinction Award

Linda McCracken San Francisco Business Times 2009 Most

Influential Women in Business Awards Linda McCracken San

Francisco Business Times 2009

Prior to her role as CEO McCracken served as Vice President of

Operations and drove substantial increases in stUdents served

funding sponsorship contributions and superior program delivery

Beyond her work at JANorCal McCracken serves on the JuniorAchievement U S Governance Committee She and her daughtersalso volunteer for the National Charity League She is a member of the

Alliance for Chief Executives

Ms McCracken has a BS in Communications with a minor in

Marketing from Texas A MUniversity She also completed the

Stanford Executive Program for Nonprofit Leaders and Penn State

Executive Strategic Leadership Program She lives with her husband

and 3 children in Danville CA

Jrt i

J V

Work Readiness I Entrepreneurship J FmanClal Literacy

Katherine Kathie Blanchette9527 Emwood St San Ramon CA Work 925 858 8232 Kblanchettela1ianorcal org

Summary Over ten years of volunteer recruiting and training coordinating and support for Junior Achievement Motivated leader focusedon cultivating strong business relationships and expansion of the Kindergarten through 1 th grade programs

Education and SkillsB BA History Minor in Business Administration Texas A M University graduated August 1997Texas A M Santa Chiara Study Center Study Abroad Program Castigilion Fiorentino Italy January 1996 to May 1996Life Office Management Association Levell Fundamentals of Life and Health Insurance

Microsoft Office 2007 and Raiser s Edge 75

Professional ExperieoeeJunior Achievement of Northern California Inc September 2005 to Present

Vice President Education Present

Supervises the implementation ofJA programs in 23 counties Grew students from 101 591 to 105 785 in 200708

Increased secondary programs by 20 over a 2 year periodPiloted new high school program JA Business Ethics

Participated in two JA National Evaluations JA Business Ethics and JA Success Skills

Junior Achievement of the Chisholm Trail Inc January 2000 to PresentSenior Education Manager August 2002 to September 2005

Coordinated and managed 366 elementary middle and high school programs in franchise area for 2003 2004school year Efficiently and continuously maintained a 55 volunteer renewal rate of middle and high schoolvolunteers Increased secondary programs by 9 over a 2 year periodDeveloped and implemented training program and training evaluation for new volunteers Maintained a score of4 75 outof5 5 meaning Excellent for a 2 year periodImplemented National Groundhog Job Shadow Day 4H Titan Partnership and Boys and Girls Clubs afterschool programsPiloted new middle school program Economics for Success with 2 schools in Tarrant CountyPlanned the annual Minority Youth Business Retreat for 150 high school students using the JA Titan program

Developed and managed recognition system for 5 10 and 15 year volunteers

Gathered and audited end of year student numbers for submittal to JA WorldwideJA Coordinator for the Fort Worth lSD s Adopt A School program with Tanglewood Elementary

Volunteer ResourceManager July 2001to August 2002

Annually recruited volunteers with presentations at companies and service organizationsMaintained relationships by providing support to 23 company coordinators and over 400 volunteersCoordinated annual volunteer recognition events

Coordinated National Groundhog Job Shadow event for over 200 8th graders

Education Manager January 2000 to July 2001

Managed middle school programs by recruiting training and renewing volunteers commitment

Implemented sales presentations to support strategic plan for new districts schools prospective teachers andbusinesses

USI Administrators August 1997 to January 2000

Billing Administrator May 1998 tn January 2000Critical figure involved in researching analyzing and correcting unmatched payments of group insurers

Developed and maintained accurate procedures for the billing systemDirect correspondence to insurers with outstanding loan balances

Customer Service Administrator August 1997 to May 1998

Processed certificate issuance change of beneficiary upgrades and dependent and deductible changesEnsured quality customer satisfaction through efficient and timely research and processing of inquiriesDeveloped programs to motivate employees through department s Incentive Team

Memberships and AwardsTri Valley Education Collaborative Member 2005 2008

Junior Achievement Summit Award 1999 2000 2002 2003 2003 2004

Ridglea Business and Professional Woman Organization President 2002 2003 and 2003 2004 Young Careerist 2001

Grapevine Colleyville Partners in Excellence Council 2002 Present

xItem 5.01 - CDBG - Granicus

Documents