SR-300-002-01 (17)
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ATTACHMENT I
AGREEMENT NO.
e
AGREEMENT
THI S AGREEMENT,
entered into on this
day of
, 1984, by and between the CITY OF SANTA
MONICA, a municipal corporation (hereinafter referred to as
"Ci tylt), and
a California non-profit corporation,
whose address is
, California (hereinafter referred to
as "Contractor"), is made with reference to the following:
R Eel TAL S:
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ef
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A. The City is a municipal corporation duly organized and
validly existing under the laws of the State of California with
the power to carryon its business as it is now being conducted
under the, statutes of the State of California and the Charter of
the City.
B. The Housing and Community Development Act of 1974, as
amended, combines and replaces a wide range of federal grants and
programs for community development and community services. Under
this Act, cities are able to consolidate funding for various
programs into a single block of funds called a Community
Development Block Grant (COBG).
C. CODG funding is available to cities and urban counties
e upon submission of
a
Statement
of Community Development
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Ob]ectlves to the U. S. Department of Housing and Urban
~ Development (HUD).
D. One of these community development objectives for the
City of Santa Monica is
E. CDBG funds may be transferred to a non-profi t
organization as a subgrantee for use by that organlzation in
connection W1 th actlvi ties ellg1ble under CDBG Regulatlons 24
C.F.R. Part 570 or with special written approval by HOD.
F. The Contractor, a non-profit organizatlon, desires to
provide a program and 15 authorized to do so.
NOW, THEREFORE, it is mutually agreed by and between the
undersigned part1es as follows:
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1 . TERM OF AGREEMENT.
The term of thlS Agreement shall commence July 1, 1984, and
shall contlnue 1n effect until the program services provided for
herein have been performed or until June 30, 1985, whichever
occurs later, unless this Agreement is sooner terminated as
provided hereinafter. Services shall be undertaken and completed
in such a sequence as to assure their effect1veness 1n
implementing th1S Agreement.
2. PROGRAM SERVICES TO BE PERFORMED BY CONTRACTOR.
A. The Contractor shall 1n a proper and sat1sfactory manner
as determined by the Clty, 1mplement, operate, conduct and
~ perform the dut1es, services and funct10ns of sald program as set
forth in the Exhibits identifled below:
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Exh1.bit A Grantee Workplan.
Exh1.bit B Grantee BUdset.
Exhlb1.t C Program Status Re1>ort.
Exh1.b1.t D Fiscal Progress Report.
Exhibit E City of Santa Monica Agreement Accountins
and Adml.nistrative Handbook.
Exhib1.ts A, B, C, D, and E, which are attached hereto, are
made a part hereof by reference and incorporated here1.n as 1.f
fully set forth herein.
B. This Agreement shall be 1.mplemented and administered in
compliance with all federal, state and local laws, and applicable
provisl.ons of the Housing and Community Development Act and the
regulations, procedures and standards promulgatea thereunder by
the Department of Housing and Urban Development, sometimes
referred to as HUD, 1.nclud1.ng, but not limited to, the following:
(1) Title VI of the Civil Rlghts Act of 1964 (Pub. L.
88-352; 42 U.S.C. 2000d et seq).
(2) Title VIII of the Civil Rights Act of 1968 (Pub. L.
90-284; 42 U.S.C. 3601 et seq.). Contractor shall administer all
programs and actl.vities related to housing and community
development in a manner to affirmatl.vely further fal.r housing.
(3) Section 109 of the Housl.ng and Cornmunl ty Development
Act, as amended, and implementing
regulations at 24 C.F.R.
570.602. .
(4) Sectl.on 3 of the Housing and Urban Development Act of
1968, as amended.
(5) Executive Order 11246,
as amended by Executl. ve Orders
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11375 and 12086, and implement~ng regulat~ons
at 41 C.F.R.
Chapter 60.
(6) Executive Order 11063, as amended by Executive Order
12259, and 1mplement1ng regulations at 24 C.F.R. Part 107.
(7) Section 504 of the Rehab111tat1on Act of 1973 (Pub. L.
93-112r 29 U.S.C. 794), as amended, and implement1ng regulations
when pub11shed for effect.
(8) The Age Dlscrimination Act of 1975 (Pub. L. 94-135: 42
D.S.C. 6101 et seq.), as amended, and 1mplement1ng regulations
when pub11shed for effect.
(9) The relocat1on requ1rements of T1tle II and the
acqu1sition requirements of Title III of the Un1form Relocation
Ass1stance and Real Property Acquisition PoLicies Act of 1970,
and the implement1ng regulations at 24 C.F.R. Part 42.
(10) The labor standards requirements as set forth in 24
C.P.R. Part 570, Subpart K and BUD regulat10ns 1ssued to
implement such requ1rements.
(11) Section 401(b) of the Lead-Based Pa1nt Poisoning
Prevention Act (42 D.S.C. 483l{b)), and implementing regulations
issued at 24 C.F.R. Part 35, Subpart B.
C. Contractor shall allow the duly author1zed agents,
employees or servants of the C1ty or the Un1ted States of Amer1ca
to inspect, during normal bus1ness hours, those records, books,
documents, and other data which pertain to the program.
3 . REPORTS AND RECORD S .
A. The Contractor shall
hereinafter described reports
file each and everyone of the
or records w1th the City on or
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before the deadllne set forth hereinbelow: provided, however,
. that if the date of one of sa~d deadl~nes falls on a Sunday,
Saturday, or legal hollday, then said record or report shall be
filed wlth the eity on or before the first bUSlness day precedlng
sa~d deadllne date.
B. The Contractor shall submit a quarterly Program status
Report to the City. The Program Status Report shall include
information on the percentage of Santa Mon~ca residents served
and the percentage of lower-~ncome residents served (80% of L.A.
County Median Income). The program Status Report shall be
delivered no later than the tenth (lOth) worklng day of the
quarter following the quarter for which it is prepared. The
format to be utilized in developlng the Program Status Report is
. attached hereto as Exhib~t lie" and incorporated herein by this
reference.
C. The Contractor shall submit a quarterly Fiscal Progress
Report to the City. The Fiscal Report shall detail the program
expenditures during the preceding quarter and the percentage of
total program expenditures charged to the Clty. The Fiscal
Report shall be delivered no later than the tenth (10th) working
day of the quarter following the quarter for which it is
prepared. The format to be utilized in developing the Fiscal
Report is attached hereto as Exhlbit "D~ and incorporated herein
by thlS reference.
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D. In add~tlon to the other requirements of this Agreement,
Contractor agrees to provide any and all such other reports,
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books, records and other data as may be reasonably requested by
. the C~ty.
E. Either an original or legible photostatlc copy of each
and every report, book, record, or other data prepared or
supplled by Contractor in accordance with the terms and
condltions of this Agreement shall be retained by the Contractor
for a period of at least three (3) years following the term of
this Agreement.
F. The Contractor shall fully cooperate wlth any authorized
agent, employee, or servant of the City or the United States of
America who wishes to interview or communicate with any agent,
employee, or servant of the Contractor during any normal business
hours for purposes contained with1n this Agreement.
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4. DISBURSEMENT OF FUNDS AND PROGRAM BUDGET.
A. The appropriation and disbursement of funds, the
incurring of costs and expenses and other flnancial or accounting
matters in regard to the performance of thlS Agreement shall be
pursuant to the Grantee Budget, which is attached hereto as
Exhiblt "B" and made a part of this Agreement by reference.
Contractor shall not spend or incur costs or expenses of more
than $ of CDBG funds in the performance of this
Agreement.
B. The Contractor agrees that the dollar amount budgeted
for indlvidual tasks or prescr~bed periods as set forth 1n said
. Grantee Budget are the maximum allowable, and no additional sums
shall be paid for services or otherwise rendered by the
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Contractor under th~s Agreement wi thout pr~or consent of the
. C~ty.
C. Notw~thstanding any other provision of th~s Agreement or
exh~b~ ts hereto, should the City decide or determine, after an
analysis and evaluat~on of any reports, records, or other
documents filed by the Contractor under this Agreement, that an
adjustment or mod~fication of the Grantee Budget, 1ncluding any
portion thereof, ~s proper or necessary due to a deviation of the
measured performance of the Contractor from the relevant goals or
standards, the City may, at its option and sole discretion, make
such adJustment or modif1cation upon giving of written notice to
the Contractor. The City shall confer with the Contractor prior
to issuance of written notice of adjustment or modification. The
. City shall be the sole Judge as to whether any adjustment or
modif1cation is proper or necessary.
D. Any unit cost, or otherwi se, set forth in the exhibits
to th1s Agreement may be adJusted by the C1ty if (a) the period
of operat1on is less than the period specified In th1s Agreement,
(b) if the number of part1cipants or geographical area to be
served is adJusted, or (e) if any other amendment or modification
1S made in th~s Agreement.
5. PAYMENTS TO CONTRACTOR.
A. The City shall advance funds to the Contractor on a
quarterly bas1s. Calculat~on of advance payments shall be based
. on the Contractor's current cash on hand and the projection of
one quarter's expenses. The C1ty shall remit said advances
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within a reasonable t1me after receipt and approval by the City
~ of all required reports for the quarter, as spec1f1ed 1n Section
3 of this Agreement. The City may w1thhold ten (10) percent of
the grant amount as spec1f1ed 3.n Exhibit "B", Grantee Budget,
Wh1Ch is attached hereto and incorporated here1n by this
reference~ until the subm1ssion by Contractor of all final
quarterly reports and subsequent reV1ew and approval by the City.
B. The City may advance funds at any time during the term
of this Agreement, provided such a request is made in writing by
the Contractor sho~ing adequate need for such. It is expressly
understood and agreed that in no event will the total
compensation to be paid the Contractor e~ceed the total grant
amount specif1ed in Section 4 A of this Agreement.
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C. All compensation for th1S Agreement shall be paid by the
C1ty out of funds received from the United States of America, and
shall not be a charge upon the General Fund of the C1ty in any
manner. Contractor1s r1ght to receive payments and disbursements
under this Agreement is limited by the extent to Wh1Ch such funds
are made ava1lable to the City from the United States of America.
6. INDEPENDENT CONTRACTOR.
The Contractor is an independent contractor and not an
agent, employee, officer, servant or otherwise of the C1ty.
Contractor shall, at its sole cost and expense, comply w1th all
laws, rules, ordinances and regulations appllcable to th1S
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Agreement.
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7. PUm..I C STATEMENTS.
The Contractor shall ind~cate 1n any press release or
statement to the public related to the program funded under this
Agreement that it is funded by the C~ty of Santa Mon~ca from
federal Community Development Block Grant funds.
8. INDEMNIFICATION AND HOLD HARMLESS.
A. Contractor shall indemnify and hold harmless the C1ty,
its City Council, boards and commissions, officers, agents,
servants, and employees from and against any and all loss,
damages, liability, claims, suits, costs and expenses,
whatsoever, includ1ng reasonable attorneys. fees, regardless of
the merit or outcome of any such claim or suit, arising from or
in any manner connected to the services or work conducted
pursuant to this Agreement.
B. The Contractor agrees that all participants in the
program asslgned to or employed by the Contractor in its
performance under this Agreement are agents, employees, officers
or servants of the Contractor and not the agents, employees,
officers or servants of the C1ty. In this connection, the
Contractor shall, unless specifically exempted by law, ma~ntain
approprlate WorKers' Compensation 1nsurance coverage for each and
every said partic~pant in the program.
9. INSURANCE.
On or before the commencement of the term of th~s Agreement,
Contractor shall furnish the C~ty with certificates showing the
. type, amount, class of operat1ons covered, effective dates and
dates of expiratl.on of l.nsurance polic1es. Such certificates,
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which do not limit Contractor's ~ndemnif~cat~on, shall also
conta~n substantially the following statement: liThe ~nsurance
covered by th~s certif~cate will not be cancelled or materially
altered, except after ten (10) days written notice has been
rece~ved by the City.1f
It is agreed that Contractor shall maintain in force at all
times dur~ng the performance of th~s Agreement all appropriate
policies of insurance, and that said polic1es of insurance shall
be secured from a good and responsible company or companies,
doing insurance business 1n the State of California. All such
insurance shall name the City as addit~onal insured.
Contractor shall mainta1n the following insurance coverage:
A. Worker's Compensation. Contractor shall
provide Workers t Compensat1on insurance and benefi ts,
and/or med1.cal and accident coverage as required by State
and/or Federal law.
B. Liability Insurance. Contractor shall purchase
liabil~ty insurance in the amount of Five Hundred Thousand
Dollars ($500,000) combined single limit for all liability
for personal injur1es, death, property damage, and, if
requ1red by the City, comprehensive auto liability,
profess~onal 11ab1lity or inc1dental malpract1ce insurance
to protect against liab1lity result1.ng from any negligent
act. or omission of any officer, agent, or employee of the
Contractor in the performance of th~s Agreement or from the
condition of any property owned or controlled by the
Contractor used ~n the performance of this Agreement.
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C. Crime Coverage. Contractor shall provide a
comprehensive crime coverage policy in an amount no less
than Twenty-Five Thousand Dollars ($25,000) insuring against
loss of money, securl.ties or other property referred to
hereunder, which may result from (a) dishonest or fraudulent
acts of officers, d1.rectors, agents or employees, or (b)
disappearance, destruction or wrongful abstraction insl.de
the premises of the Contractor while 1.n care, custody, or
control of the Contractor, or (c) susta1.ned through forgery
or alteration of checKs, drafts, or any order or direction
to pay a sum certain of money.
D. Subro9ation Waiver. Contractor agrees that 1.n
the event of loss due to any of the perils for which it has
agreed to prov1.de insurance, that Contractor shall look
solely to its insurance for recovery. Contractor hereby
grants to City, on behalf of any insurer providing insurance
to either Contractor or the City of Santa Mon1.ca with
respect to the services of Contractor herein, a waiver of
any right of subrogation which any such insurer of said
Contractor may acquire against C1.ty by virtue of the payment
of any loss under such insurance.
E. Failure to Secure. If Contractor at any time
during the term hereof, should fail to secure or ma.Lntain
the foregoing 1.nsurance, City shall be permitted to obtain
such insurance 1.n the Contractor I s name or as an agent of
the Contractor and shall be compensated by the Contractor
for the costs of the insurance preml.ums at the maXl.mum rate
permitted by law computed from the date written not1.ce is
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received that the -premiums have been paid.
F. Additional Insured. The City,
.1 ts C.1 ty
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Counc.1l, boards and commissions, officers, agents, servants
and employees shall be named as an add.1t.1onal insured under
all pol.1cies of insurance required by th.15 Agreement. The
naming of an additional insured shall not affect any
recovery to wh.1ch such additional insured would be entitled
under th.1s policy if not named as such add.1t.1onal insured;
and an additional .1nsured named herein shall not be held
l.1able for any premium or expense of any nature on this
policy or any extenS.1on thereof. Any other insurance held
by an add.1tional insured shall not be requ.1red to contribute
anything toward any loss or expense covered by the insurance
provided by th.1s policy. Proceeds from any such policy or
policies shall be payable to the City primarily, and to the
Contractor secondarily, .1f necessary.
10. PERMITS AND LICENSES.
Contractor, at its sole expense, shall obtain and maintain
during the term of th.1s Agreement, all appropriate permits,
licenses and certificates that may be requ.1red in connection w.1th
the performance of services hereunder.
11. PROHIBITION AGAINST TRANSFERS.
Contractor shall not assign, sublease, hypothecate, or
transfer this Agreement or any interest therein d.1rectly or
indirectly, by operat~on of law or otherwise without the prior
. written consent of the City: any attempt to do so without sa.1d
consent shall be null and void, and any assignee, sublessee,
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hypothecate or transferee shall acquire no right or interest by
reason of such attempted assignment, hypothecation or transfer.
In the event that a subcontract, assignment or transfer of this
Agreement or any port~on thereof, is approved by the C~ty, all
appropriate provision and requirements of this Agreement shall
apply to any subcontract, assignment or transfer.
12 . NOT! CE TO CI TY OF LABOR DI SPUTES .
Whenever the Contractor has knowledge that any actual or
potent~al labor dispute involving clients or other employees is
de~aying or threatens to delay the timely performance of this
Agreement, the Contractor shall immed~ately give not~ce thereof
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~ncluding all pertinent ~nformation with respect thereto.
13. COPYRIGHT.
No mater~al produced in whole or in part under this
Agreement shall be subject to copyr~ght in the United States or
~n any ather country.
Unrestr~cted author~ty to publish,
disclose, distribute and otherwise use, in whole or in part, any
reports, data or other materials prepared under this Agreement
vests w~th the City and the United States Department of Housing
and Urban Development.
14. LIMITATION ON COSTS.
No cost shall be allowed under th~s Agreement wh~ch ~s not
included. in the Contractor's Grantee Budget, attached hereto as
Exhibit "B" and ~ncorporated here~n by this reference.
15. NONEXPENDABL E PROPERTY.
An
~nventory shall be maintained
for each item of
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nonexpendable property acqu~red with funds provided under this
. Agreement.
Nonexpendable
property
shall
include
tangible
personal property (~nclud~ng but not l~~ted to office equipment)
costing One Hundred Dollars ($100) or more per unit and having a
useful life of one (l) year or more, real property and any
interest in such real property, and any mortgage, trust deed, or
other encumbrance of real property, and the funds received from
the sale of any such encumbrance of real property. The
condition,
location and disposition of such nonexpendable
property shall be reported to the City at such times as are
specified by the City and us~ng the format provided by the City.
In case of the program's termination, the City reserves the
right to determine the final disposit~on of said nonexpendable
. property,
including ~unds and/or any other asset derived
therefrom. Any utilization of funds from such an encumbrance or
other d~sposit~on, includ1ng the sale of nonexpendable property,
must have approval of the C~ty and otherwise comply w1th federal
regulations.
Contractor shall have the opt1on to purchase such
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equipment from the City, with the proceeds of such sale to revert
back to the City and the COBG program.
Contractor shall obta1n at least three (3) documented
estimates prior to purchasing equipment over One Hundred Dollars
($100) per unit 1n value as approved in the budget. All
equipment purchases must be approved in the budget and shall be
initiated no later than the third quarter of the program year,
. except under special C1rcumstances with pr10r approval of the
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City. The above prov~sions apply to leasing as well as to
~ purchasing equ1pment.
16. RECORDS AND ACCOUNTABILITY.
A. Records shall be maintained 1n accordance with the City
of Santa Monica A~reement Accountin~ and Administrat~ve HandbooK,
attached hereto as Exhib1t liE" and .Lncorporated herein by this
reference and with standards of grantee financial management as
specified in OMB Circulars A-a7, A-I02, A-IIO and A-122.
B. All expenditures shall be supported by properly executed
payroll, time records, invo.Lces, contracts, vouchers, orders or
other account~ng documents pertaining .Ln whole or in part to this
Agreement, and shall be clearly identified and readily accessible
to City and Federal personnel or their agents.
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c. Contractor agrees to an audit conducted by an
independent audit~ng f1rm to determine, at a min1mum, the fiscal
integrity of financ1al transactions and reports, and the
compliance w~th laws. regulations and adm~nistrative
requ1rements. Such audits shall be scheduled W1 th reasonable
frequency. usually annually, but not less frequently than once
every two years. Contractor agrees to establish a systematic
method to assure timely and appropriate resolution of aud~t
findings and recommendations.
D. Contractor agrees to accept respons1b1lity for
receiving. replY1ng to and/or complying with any audit except10ns
~ determ~ned by appropriate C1ty, State or Federal aud~t agenc~es
occuring as a result of its performance under this Agreement.
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Contractor also agrees to pay to the City, withln thirty (30)
. days of demand by the ci ty , the full amount of the Cl. ty' S
ll.abl.li ty, if any, resul tl.ng from any exceptions to the extent
such as is attributable to Contractor.s fal.lure to perform
properly any of its obligations under thl.s Agreement. The
obll.gation to reimburse the City for any dl.sallowed expenditures
or misuse of funds shall survive the termination or expiration of
this Agreement.
17. RETURN OF NONEXPENDED FUNDS.
In the event Contractor is advanced any funds pursuant to
this Agreement, Contractor agrees that upon completion or
termination of this Agreement, any unexpended funds, or funds not
irrevocably committed to the program, shall be returned to the
. City within ten (IO) working days of, the Agreement expiratl.on or
terml.nation date.
18. STAFFING REQUIREMENTS.
Contractor shall provide job descriptions for all positl.ons
under thl.s Agreement. Contractor shall hire and employ under
this Agreement only those posl.tions ll.sted in the Grantee Budget.
Contractor shall not change the Job descriptions or exceed the
budgeted salarl.es for said positions without wrl.tten approval of
the City. The name and quall.ficatl.ons of any personnel hl.red to
fill a posl.tion designed to receive a salary under this Agreement
of Seven Thousand, Five Hundred Dollars ($ 7,500) or more per
annum, whether totally or partl.ally supported by funds provided
. under thl.s Agreement shall be Kept on fl.le by the Contractor for
City review. Cl.ty approval of such personnel shall not be
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w.lthheld except for reasons pertaining to Sect10ns 19 and 21,
~ here.ln, or as required by an appropr.late Federal agency.
19. NEPOTISM.
Contractor shall not h.lre nor permit the hiring of any
person 1n a position funded under this Agreement if a member of
the person' s unmed.late family .15 an elected official of or is
employed in an administrat.lve capac1ty as an employee of the City
of Santa Monica, or is an employee of this Contractor or his/her
subcontractors. For the purpose of this section, the term
.. immediate fam.lly" means wife, husband, son,_ daughter, mother,
father, brother, sister, brother-in-law, sister-in-law,
son-in-law, daughter-in-law, mother-in-law, father-1n-law, aunt,
uncle, niece, nephew, stepparent and stepchild. The term
~ "adm.lnistrative capacity" -means persons who have selection,
hiring or supervisory ~esponsibilities.
20. CONFLICT OF INTEREST.
Contractor covenants that neither the Contractor nor any of
its agents or employees who presently exercise any function or
responsib.llity in connection with this program has or shall have
or acqu1re any personal, f.lnancial or econom1C 1nterest, dlrect
or 1nd1rect, which w111 be materially affected by th.ls Agreement
except to the extent that he/she may receive compensat1on for
his/her performance pursuant to the Agreement. For the purposes
of this section, an econom1C or financial interest includes:
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A. Any business entity 1n which the person has a d.lrect or
an ind.lrect 1nvestment worth more than One Thousand Dollars
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($1.000) .
. B. Any real property in wh:J..ch the person has a direct or
indirect :J..nterest worth more than One Thousand Dollars ($1,000).
C. Any source of income. loans or g:J..fts which, when
comb:J..ned, are worth Two Hundred Fifty Dollars ($250) or more in
value rece1ved by or promised to the person with1n twelve (12)
months pr:J..or to the time this Agreement was executed.
D. Any business entity in which the person 1S adirector.
off1.cer, partner. trustee. employee. or holds any posit1on of
management..
For the purpose of this section. direct or indirect interest
means any :J..nvestment or interest owned by the spouse, parent.
child. brother. sister. father-in-law, mother-in-law,
. brother-in-law, sLster-in-law, daughter-1n-law. son-in-law. or
the person. by an agent on his/her behalf, by any business entity
controlled by said person or by a trust :J..n which he/she has
substantial interest. A business ent1ty 1S controlled by a
person if that person. h:J..sjher agent, or a relative, as defined
above, possesses more than fifty percent (50%) of the ownership
interest.. A person has a substantial :J..nterest 1.n a trust if sa:J..d
person or an above-defined relat:J..ve has a current or future
interest worth more than One Thousand Dollars ($1,000).
21. AFFIRMATIVE ACTION..
A. Contractor will comply w1th T1tle VI of the C1v11 R:J..ghts
Act of 1964 (Public Law 88-352). and in accordance with Title VI
. of that Act, no person in the Un:J..ted States shall, on the grounds
of race, creed, color. disab1l1ty, natlonal or:J..gin, sex, age.
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sexual preference, pol~t~cal aff~l~ation or bel~efs, be excluded
. from part~c~pation in, be denied the benef~ts of, or otherw~se
subjected to discrimination under any program or activity for
which the Contractor rece~ved Federal f~nancial assistance and
will immediately take any measures necessary to effectuate th1S
Agreement.. Any subcontracts awarded by Contractor shall
additionally conta1n this provision..
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B. Contractor shall keep such records and submit such
reports concerning the racial and ethnic origin of applicants for
employment and employees as the Secretary of HUD may require.
Contractor agrees to comply with such rules, regulations or
guidelines as the Secretary of BUD may issue to implement these
requirements..
C.. Contractor agrees to comply with the requirements of
Section 3 of the Hous~ng and Urban Development Act of 1968, as
amended, requiring that to the greatest extent feasible,
opportunities for training and employment be given lower-income
residents of the program area and any contracts for work in
connection w1th the program be awarded to eligible business
concerns which are located in, or owned in substant1a1 part by,
persons residing in the area of the program.
D. In accordance with the C1tylS Women and Minority
Business. Enterprise (WMBE) program approved by C1ty Counc11 on
March 8, 1983, Contractor agrees to review the C1ty's WMBE
Library of Directorles and Minority Vendors L~st and conS1der
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such sources ~n the procurement of equipment, material, supplies
~ and profess~onal services.
E. If involved in the l.Inplementat~on of a direct benefit
activ~ty, Contractor shall compile monthly statistics which
~ndicate the number of direct benefic~aries in the following
categories: Low and Moderate Income (80% of L.A. County Med~an
Income), Low Income (50% of L. A. County Med~an Income); White
not Hispanic, Black not H~spanic , Amer ~can I ndian or Alaskan
Nat~ve, Hispanic, Asian or Pacif~c Islander; and Female-Headed
Household.
22. SUSPENSION BY CITY FOR UNSATISFACTORY PERFORMANCE.
-Should the City at any ttrne become dissatisfied with
~ Contractor t s performance under this Agreement, the City Manager
may suspend the c~ ty. s performance under this Agreement
immediately by giving notice in wr~ting to the Contractor,
pursuant to Section 24, at least f1ve (5) days before the
effect1ve date of such suspension. Such notice shall state the
reasons for dissatisfaction. Upon receipt of this not1ce,
performance shall be suspended by the Contractor. The Contractor
may appeal the suspens~on to the City Counc~l at the next regular
City Council meeting; however, the appeal shall not stay the
suspension. The C~ty shall be the sole Judge as to whether the
performaHce of the Contractor is satisfactory.
~
- 20 -
23. TERMINATION.
.
tn the event that the Contractor defaults 1n the performance
of this Agreement or materially breaches any of its provisions,
the C1 ty shall have the opt1on of terminating th~s Agreement
immediately by giving written notification as prov1ded for
here1nafter 1n Section 24. Such notlce shall state the reasons
for the termination. The Contractor may appeal the termlnation
to the City Council ~ however, the appeal shall not stay the
terminatlon.
This Agreement may be terminated by e1ther party by giving
sixty (60) days, prior written notlce without cause, to the other
party as provided for in this Agreement hereinbelow.
. This Agreement shall immediately terminate if the federal
government terminates or otherwise cancels its Community
Development Block Grant program or any portlon thereof and Clty
shall immedlately give Contractor written notice thereof.
If this Agreement is terminated 1n accordance with this
Section, Contractor shall, within five (S) days from receipt of
notice of termination, give notice of such termination to all
other parties he/she has subcontracted wlth for services in
furtherance of this Agreement. Upon any termination, each party
shall payor refund to the other party all appropr1ate sums under
this Agreement.
.
- 21 -
.
.
24. NOTICES.
A. All notices, demands, requests, or approvals which are
required under th~s Agreement, or which either the City or
Contractor may desire to serve upon the other, shall be ~n
writing and shall be conclusively deemed served when delivered
personally or forty-eight (48) hours after the deposlt thereof 1n
the United States ma~l, postage prepaid, registered or certlfied,
and addressed as hereinafter prov1ded.
B. All notices, demands, requests, or approvals from the
Contractor to the City shall be addressed as follows:
City of Santa Monica
Department of Community and Economic Development
1685 Main Street
Santa Monlca, CA 90401
C. All notlces, demands, requests or approvals from the
City to the Contractor shall be addressed as follows:
25. AUTHORITY TO BIND CONTRACTOR.
Upon receipt of a fully executed copy of this Agreement, the
Contractor shall furnlsh to the City ~ wrltten list of the
persons authorized to execute, on behalf of the Contractor,
agreements, contracts, modificatlons to contracts, or other
. documents as they may be required by the Cl ty.
In the event
authorlty
is
delegated
posltion
(e.g. ,
President,
to
a
/'
- 22 -
Vice-Pres~dent, Treasurer, etc.) rather than to an indi v~dual,
4IIt the list of positions so authorized shall be furnished.
.
.
26. WARRANTY OF SERVICES.
./
The Contractor warrants and guarantees that all services
performed hereunder for the City by the Contractor shall be
performed ~n a manner commensurate with the h~ghest professional
standards.
27. EVALUATION.
Contractor hereby agrees to participate fully, with guidance
and ass~stance from the City, ~n the implementation and
ma~ntenance of an evaluation system to continuously monitor the
program. The services described here~n shall be reviewed by the
Department of Cormnun~ty and Economic Development on an ongoing
basis. The content of the Department's findings shall be
discussed with the Contractor prior to its submission to the City
Council.
28. RELIGIOUS ACTIVITIES.
A. No program funded under th~s Agreement may be involved
1n any religious activities, nor may funds provided under this
Agreement be expended for rel~gious or anti-religious activities.
B. -No equ~pment, materials, or premises acquired, donated
or designated as a part of the program under the terms of this
Agreement may be used d~rectly nor lndirectly for any relig~ous
or ant~-re11gious activity during program bus~ness hours.
,..
- 23 -
.
.
29. POLITICAL ACTIVITIES.
A. Contractor shall not expend any funds provided under
this Agreement nor use or cause the use of staff time,
facilities, premises, equ~pment, materials or supplies which are
provided or des~gnated as a part of the program funded under the
terms of th~s Agreement for any political purpose as hereinafter
defined. Pol1tical purpose 1S defined as participat10n ln, or
intervent10n in (including the publishing or d1str1buting of
statements) any pol1t1cal campaign on bepalf of or in opposition
to any candidate for public off1ce or any partisan or
non-partisan electoral activity, including but no lim1ted to:
(1) Sponsoring or conducting candidates. meetings.
(2) Voter registration activity.
(3) Voter transportation.
(4) Any partisan or non-partisan activity designed to pass
or defeat any initiative or referenda.
(5) Circulation of petitions to qualify in1tiat1ves or
referenda for local or State ballots.
B. Contractor shall not expend any funds provided under
this Agreement for transportation for large-scale public
assemblies for the purpose of influenc1ng publ1C bodies regarding
activities funded under this Agreement.
C. Contractor shall not expend any funds provlded under
this Agreement nor use or cause the use of staff time,
. facilit1es, premises, equ1pment, materials or supplies which are
provided or designated as a part of the program funded under the
/'
- 24 -
terms of this Agreement for lobbying activity that 15 prohibited
. by Section 50l(c)(3) of the Internal Revenue Code or by
regulat10ns and legislation set forth in Section 2 of this
Agreement. The Clty shall provide Contractor wlth adm10istrative
instructions regarding relevant Internal Revenue Servlce Code
definitions and provisions. Contractor is lndependently
responsible for complYlng with all statutes and regulations.
30. INTEGRATED AGREEMENT.
Each
party
to
this
Agreement
acknowledges
that
no
.
representatlons, inducements, promlses, or agreements, orally or
otherwise, have been made by any party, or anyone acting on
behalf of any party, which are not embodied herein. Any amendment
or madif1catlon to this Agreement wl1l be effective only if 1n
writing and signed by both parties.
31. PARTIAL INVALIDITY.
If any prOV1Slon of this Agreement 1S held by any competent
court to be invalid, void, or unenforceable, the remaining
provisions shall nevertheless continue in full force and effect.
32. WAIVER.
A walver by the C1ty of any breach of any term, covenant, or
cond1t1on contained herein shall not be deemed to be a waiver of
any subsequent breach of the same or any other term, covenant, or
condi tlon contalned herein whether of the same or a dlfferent
character.
.
- 25 -
33. GOVERNING LAW.
.
The valJ.dity of thJ.s Agreement and any of lots terms or
provisJ.ons, as well as the rights and duties hereunder, shall be
interpreted and construed pursuant to and in accordance with the
laws of the State of California.
34. SECTION HEADINGS.
The section headings appearing herein shall not be deemed to
govern, limJ.t, modify or in any way effect the scope, meaning or
l.ntent of these condl.tl.ons.
35. COST OF LITIGATION.
I f any legal action is necessary to enforce any provJ.sion
. hereof or for damages by reason of an alleged breach of any
provisions of this Agreement, the prevailing party shall be
entitled to receive from the losing party all costs and expenses
,
in such amount as the court may adjudge to be reasonable
attorney's fees.
.
....-
- 26 -
IN WITNESS WHEREOF, the part~es have caused th~s Agreement
~ to be executed the day and year first above written.
CITY OF SANTA MONICA,
a municipal corporation
BY
John H. Alschuler, Jr.
City Manager
APPROVED AS TO FORM:
ROBERT M. MYERS
C~ty Attorney
CONTRACTOR:
.
a California
corporat.1.on
non-profit
BY
~
- 27 -
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City of Sa~ta Monica
GRA"TEE FISCAL PROGRESS REPORT
EXHIBIT ltD"
Subgrantee/project Contact Person Telephone
Address Report Pe n cd: Q CDBG
From Q GRS
To Q
1, PROGRAM EXPENDITURES
Gr<'lnt Prior Current Cumulative
line Item Budget Cumulative Pe r rod Expenditures
Expend I tures Expend I tures To Date
lA. Staff Salaries
lB. Staff Fringe Benefits
IC. Consultant Services
2A_ SPlice/Facilities
28. Equipment
2C. Travel/TrainIng
20 'nsurance
2E. O~eratlng Expenses
.
-
TOTAL
; of total agency budget expended to date on lobbYing actiVItIes
t of program expenditures charged to the City of Santa Honlca to date
_t
II. CASH REQUEST
A. Toni Cash Received to Date
B. Total Cumulative Expendl tures to Date
C. Cash Balance
D. PrOjected Expenditures (next quarter)
E AMOUNT REQUESTED
111. CERTlflCATI01I
I certify that this report IS true. complete and accurate to the best of my knowledge and
that all disbursements have been made In compliance wltn the candftlons of the Agreement
and ~or the purposes indicated
Name
Title
Signature
Date
For C,ty Use Only
Revlewed by
Date
/'
Cash Payment Approved
By
Date
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EXHIBIT "E"
CITY OF SM'"'!'A MmnCA
CO~lRACT ACCOU~TI~G A~u AD~I~ISTRATIO~ HANDBOOK
.
PREFACE
The purpose of th~s handbook is to establish accounting, internal
control, financial reporting, and contract administration standards
for Subcontractors ~ho contract with the City of Santa Monica.
~ne accounting, internal control, and repcrting principles presented
are fundamental and are not intended to replace acceptable existing
procedures and financial controls or pr~clude the use of more sophis-
ticated financial accountability and reporting methods. Instead. the
fund~ental require~ents represent mini~um procedures and controls
that must be embodied within each Subcontractor's accounting. internal
~con~rol, ar.d f~nancial reporting systeffi.
~~- Bl...S IS---er ACCOUi\TI!\G k"\D Flf;ANCIAL REPORTING
(1.01)
Basis of Acco~~ting
.
Subcontractors may elect to use either cash basis or accrual
basis method of accounting for recording financial transactions.
Monthly invoices must be prepared on the same basis that is
used for recording financial transactions.
(1.011)
The City recommends the use of the accrual basis
for recording financial transactions.
If a Subcontractor elects to use the cash basis
for recording financial transactions during the
year.
-A. Necessary adjustments must be made to recora -
the accruals at the beginning and the end of
the contract period.
B. All computations. supporting records, and
explanatory notes usee 10 converting from
cash basis to the accrual basis must be
retained.
(1. 012)
(1. 02)
Financial Reporting
.
Each Subcontractor shall present an invoice to the City
each calendar month to report the financial activity of
the month. In addition, if advanced funding is involved
/'
.
(2.01)
.
.
-2-
an invoice shall be presented at the beginning of the contract
per~od. Invoices shall be prepared in the manner prescribed
by the City.
ACCOl~~I~G SYSTEM
Eacr. Subcontractor shall maintain (unless otherwise approved)
a double er.~r: accounting systeT. (utilizing debits and credits)
with a General Journal, a Cash Receipts Journal, a General
Ledger, and a Cash Disbursements Journal. The City recommends
that a Pa)~oll Ledger also be maintained. The General Ledger
and Jocrr.a1s should be posted as requir~d, at least monthly.
(2.011)
General Journal - A General Journal shall be mBin-
tained for recording adjusting entries. reversing
entries, closing entries, and other financial
transactions not normally recorded in the Cash
Receipts Journal or Cash Disbursements Journal.
Entries in the General Journal must be adequately
documented, and entered in chronological order
with sufficient explanatory notations.
Example:
DR.
CR.
Rent Expense
Rent Payable
100
100
To record accrued rent
to March 31, 1980
(2.012)
Cash Receipts Journal - A Cash Receipts Journal
shall be maintained for recording all cash receipts
(e.g., City warrants. contributions, interest income,
etc.). The Cash Receipts Journal shall contain
(minimum requirements) the followine column headings:
- date
-receipt number
-cash debit columns
-income credit columns for the following
accounts
-City payments (one col\J.l.ilu per program)
-Contributions
-Other Income (Grants, sales of supplies/
services, rental income, miscellaneous
revenue, fees, etc.)
./
.
(2.013)
.
(2.014)
.
/
-3-
-description
(Entries in the decription column must
specify the source of cash receipts.)
(See 4.011 for addltional clarification)
Cash Disbursements Journal - A Cash Disbursements
Journal shall be maintained for recording all cash
disbursements (e.g., rent, utilities, maintenance,
etc.) .
The Cash Disburse~~nts Journal shall contain (minimum
require~ents) the following col~~ headings:
-date
-check number
-cash (credit) col~ul
-expense account name
-description
Note (1) Separate expense col~~L~s are recommended
for salary expense and other recurring
expense classifications for each program.
Note (2) Entries in the description column must
specify the nature of the expense and
the corresponding expense classification
if not included in the column heading.
Note (3) Checks should not be written to employees
(other than payroll, mileage, travel, and
petty cash custodian checks).
A Check Register may be substituted for the Cash
Disbursements Journal, but this is not recowwended.
If used, the Check Register must contain the same
expense classifications and descriptions information
required when a Cash Disbursements Journal is us~d.
Disbursements without supporting documentation will
be disallowed on audit.
General Ledger - A General Ledger shall be maintained
with accounts for allassets, liabilities, fund balances,
expenditures, and revenues. Separate accounts must be
maintained for each City program's expenses and revenues.
-A chart of Accounts shall be maintained:
The City recommends that agents use the
expense account titles on the monthly invoice
submitted to the City.
.
(2 CIS)
.
(2.016)
.
---
-4-
-If the Subcontractor uses account titles
which dlffer from the account titles on the
mor.t~ly invoice, each account title must
clearly identify the nature of the trans-
act~on(s) posted to the account.
-Subcontractors must consistently post trans-
actions that are of a similar nature to the
same account. For example, all expenses for
travel stall be posted to thE account titled
"travel" or "travel expense" and not inter-
mixed with other expense accounts.
Payroll Ledger - The City recommends that a Pa~1~11
Ledger be maintained. The ledger should conta~n
the follo~ing information about each employee. .
-na!:"e
-position
-Social Security number
-payment record including:
-accrual period
-gross pay
-itemized payroll deductions
-check number
If a Payroll Ledger is not used, the above informa-
tion must be recorded in the cash disbursements
journal.
Petty Cash Disbursements
A Petty Cash Fund may be maintained for payment of
small (less than $25.00), incidental expenses in-
curred by the Subcontractor (e.g., postage due,
small purchases of office supply items, etc.).
Petty Cash disbursements must be supported by
store receipts, petty cash vouchers, or other
authenticated documentation that indicate the
item purchased and the employee making the purchase.
Unsupoorted petty cash disbursements will be
disallowed on audit.
The petty cash fund shall be maintained on the
imprest system, i.e.. a check should be drawn to
the petty cash custodian to set up the fund and ~o
make periodic reimbursements. Receipts. vouchers,
etc., supporting each fund replenishment must be
bound together and filed chronologically. A $25
Petty Cash Fund is recommended.
.3.01)
.
.
-5-
ACCOl"?~IKG RECORDS AND FILe;G
Retention of Accounting Records and Filin~ of
SUDDortino Documentation
.... ~
(3.011)
Reccrc Retention
All accounting records (journals. ledgers) etc.)
anc supporting doc~entat~o~ (invoices, receipts,
checks. vouchers, etc.) must be retained for a
minimum period of five (5) years.
Adequate care shall be exercised to safeguard the
accounting records and supporting documentation.
Any destruction or theft of the Subcontractor's
accounting records or supporting documentation
shall be immediately reported to the City.
Vnscpported expenses will be disallowed upon
audit, resul~ing in overpayment assessments.
(3.012)
filing and Storage
All relevant supporting documen~ation for reported
program expenditures and revenues shall be filed in
a systematic and consistent manner.
It is recommended that supporting documents be filed
as follows:
checks numerically
invoices (sales) date/vendor name
vouchers numerically
receipts numerically
timecards date/alphabetically
(3.013) Referencing
Accounting transactions posted to the Subcontractor's
books shall be appropriately cross-referenced to
supporting documentation.
For example, expenditure transactions on the
Subcontractor's books must be cross-referenced
to the supporting documentation as follows:
invoices
vendor name and date
checks
number
vouchers
number
.
.
(4.01)
.
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(3.014)
Revenue tr~~sactions must be cross-referenced
to receipt numbers.
Suppor~in~ Documentation
Each Subcontractor shall maintain supporting
documentation for all disbursements. Unsupported
disbursements will be disallowed on audit
Exa~~les 0= supporting docur..entation required for
various expenditure categories are as follows:
Personnel Services - Payroll records, t~e and
attendance records signed by the employee
and approved by the supervisor, time distri-
bution records by program (accounting for
total work time on a daily basis) for all
e~ployees.
Employee Payroll Documentation - payroll records
show~ng actual expenditures for OASDI, FICA,
etc. (FICA and Fu~A expenses are not allow-
able expenses for agencies exempted by the
IRS) .
Consultant Services - time and attendance records,
travel vouchers detailing purpose, time and
location of travel, purchase orders and invoices
for supplies.
Travel - travel policies of the agency (written);
travel expense vouchers showing location, date
and time of travel. purpose of trip, and rates
claimed, vehicle mileage logs showing dates,
destination and headquarters, purpose of trip,
and mi leage .
Operating Expenses - purchase documents such as
purchase orders, invoices, requisitions. stock
received reports. bill of lading, etc.; lease
and/or lease agreements, contracts.
I~7ER~AL CO~lROLS
Internal Cont=ols
Internal controls safeguard the Subcontractor's assets from
misappropriations or misstatement. Each Subcontractor shall
prepare necessary written procedures establishing internal
-7-
.
controls for its personnel The Subcontractor shall instruct
all of its personnel in said procedures and continuously monitor
0?2r~~ions to ensure co=pliance therewith. The following
i~ternal controls are madatory'
(L.OIl)
Cash Receip:s
-Progra~ revenue shall be maintained in a separate
account unless otherwise approved by City. If
o~~er funes are maintained in the account. revenue
for each program must be clearly identifiable.
-All receipts (including checks) shall be receipted
by using pre-n~~berea receipts. Receipt fo~
shall be secured to preclude unauthorized use.
.
-Cash receipts shall be deposited daily and intact.
-Duplicate deposit slips shall be retained and filed
c~ronologically. and shall contain sufficient ref-
ence information for comparison to the individual
pre-nu~bered receipts and the Cash Receipts Journal.
-An employee who does not handle cash shall record
cash receipts (unless a "write-it-once" Cash
Receipts Journal is used).
-The monthly bank statement shall be received and
reconciled monthly by someone independent of the
cashiering, depositing. and bookkeeping functions.
-The bank reconciliations shall be reviewed by
supervisory personnel for appropriateness and
accuracy.
(4.012)
-All checks shall be restrictively endorsed
illu.uediately upon receipt.
Disbursements
-All disbursements. other than petty cash disburse-
ments. shall be made by check. Blank check stock
shall be secured and accounted for to preclude
unauthorized use.
-A second signature shall be required on all checks.
The second party shall be independent from the cash
receipts and disbursements process.
-Checks shall not be payable to "cash" or signed in
advance.
.
-Voided checks must be mutilated and filed with
cancelled checks.
..
.
.
(5.01)
.
-8-
-Unclaimed or undelivered checks shall be cancelled
periodic.ally.
-Supporting documents shall be examined by the
persons signing or controlling the signing of
checks at the time checks are signed.
-Supporting documents shall be marked "paidu.
-Supporting documents shall be referenced to check
numbers.
-Payroll checks shall be distributed by persons not
involved in timekeeping, preparing of payroll, or
reconciling of bank accounts.
-Employee hiring and terminating, or pay rate changing,
s~all be approved by persons independent of payroll
functions
-All disbursenents, excluding petty cash purchases,
shall be approved by persons independent of check
pr:paring and bookkeeping.
-Fixed asset purchases shall be approved by the
agency's Board of Directors or their authorized
representative.
(4.013)
-A current listing of fixed assets showing funding
source shall be maintained, and a fixed asset
inventory shall be conducted at least annually.
Bonding - All officers, employees, and agents who
handle cash or have access to the Subcontractor's
funds shall be bonded.
OVERPAYMENTS
Method for Determining Overpayment Assessments
If upon audit, or at any other time during the contract year,
it is determined that expenditures or revenues reported to
the City and used to compute the Subcontractor's cash flow
needs were incorrectly reported, the City shall adjust the
subsequent month's invoice payment, or take other appropriate
action
The total overpayment(s) shall be determined as follows:
..
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.'
Total Allowa~le Progr~ Expenditures
$ XXXX
.
Less' Unallowable Expenditures per
Audit
xxxx
Allo~able Expenditures to be
Re~!:1bursec
$ XXXX
Less. Advanced Payments of City Funds
Overpayment Due City
xxxx
$ XXXX
LI~ITATIO~S OK EXPENDITURES
(6.01)
Pa~e~~s tc Affiliated Organizations/Persons
Subcontractors shall not make payments to affiliated organi-
zations/persons for program expenses (services, rent, equipment,
fooci, etc.) that exceed the reasonable cost for such expenses.
The City shall be solely responsible for the determination of
reasonable program costs. A reasonable cost shall be that
price-which would be paid by one party to another when the
parties are dealing at arms length.
.
(6 011)
Affiliated Organizations/Persons
Organizations/persons related to the Subcontractor
by blood, marriage, or through legal organization
(incorporation, partnership, association, etc.) will
be considered affiliated for purposes of this contract.
The City shall be solely responsible for the determi-
nation of affiliation.
(6.0112) Unallowable Expenses
Expenses by the Subcontractor to affiliated organi-
zattions/persons which exceed reasonable costs for
such expenses will be disallowed on audit. If
these expenses were reimbursed by the City, over-
payment assessments against the Subcontractor may
result.
CO~ITRACT ADMINISTRATION
.
The City and its funding sources place great stress on the achievement
of a high level of performance in the management of program funds.
.he Subcontractor's management is responsible for ensuring that in
ddition to the preceding accounting, internal control, and reporting
requirements, the following contract administration requirements are
adopted and enforced.
/
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(7.01)
-.
(7.02)
.
.
Audl.ts
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T~e Subcontractor will make available for inspection &~d
audit to City representatives, upon request, during regular
working hours, during the duration of the contract and for
a period of five years thereafter, all of its books and
records relating to the operation by it of each project or
business activity which is funded in whole or in part with
governmental monies, whether or not such monies are received
th~oug~ the City All such books and records shall be
maintained at a location within Los Angeles County.
Limitations on Expenditures of Progran Funds
(7.021)
(7.022)
(7.023)
.
(7.024)
Expenditures Outside of Contract Period
Expenses charged against program funds may not
be incurred pr10r to the effective date of the
contract or subsequent to the contract termination
date.
Appropriate and Necessary Expenditures
Only those expenditures as needed to carry out
the purposes and activities of the approved
proeram are allowable.
Allocation of Cost Pools
For Subcontractors who operate many programs, or
have more than one funding source. the Subcontractors
shall allocate expenditures to the various programs or
funding sources.
The costs should be allocated on the basis most
appropriate and feasible in the circu~tances.
Examples: Number of hours spent
~umber of employees
Number of residents
Square footage
Relative revenue volume
Relative expense volume
The Subcontractor shall maintain proper documentation
related to the allocation of expenses (e.g., timecards.
time s~aries, square footage measurements, etc.).
Bud~et Limitation
Expenses may not exceed the maximum limits show on
the contract budget.
.
(8.01)
.
(9.01)
.
(7.025)
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Unspent Funes
The City will determ1ne the disposition of unspent
progra~ funds upon teLwination of the contract.
Li~~tations of Positions and Salaries
(8.011)
(8.012)
(8.013)
(8 Ol~)
(8.015)
(8.016)
The Subcontractor shall employ persons for those
positions listed in the contract or the attachments
there~o.
The Subcvntractor shall pay no salaries higher than
those authorized in the contract or the attachments
theretv.
For purposes of this contract, unless approved by
the City in writing in advance, no employee shall
hold more than one position in the same program.
For purposes of this contract, when an employee
serves in the s~~e or dual capacities under more
than one contract, he/she may not charge more than
100% of his/her time to the contracts taken as a
whole. For example, an employee may not charge
their time to one contract 50%, another 30%, and
another 30%.
For purposes of this contract, employees who work
40 hours per week shall be considered full-time
employees. Employees who work less than 40 hours
per week shall be considered part-time employees,
and they shall be paid on a pro-rated basis, unless
otherwise approved in writing by the City.
The agency will make no retroactive salary adjustment
for any employee ~thout written approval from the
City.
(9.011)
Travel Expense Reimbursement
Allowabilitv
.
~9.0l2)
~
Travel expenses to be allowed must be provided for'
in the contract.
Limitations on Expenses
Travel reimbursement for transportation, meals, and
lodging shall not exceed travel allowances which
are allowed by the City.
~
(10.01)
.
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Insurance
(10.011) Subcontractors are responsible for securing required
insurance coverage and maintaining it in force during
the entire contract period.
(10 012) Subcontractors must immediately notify the City when
required insurance is revokedJ withdrawn, or other- .
wise made ineffective.
(10.013) Insurance shall include an endorsement naming the
City and County a~ditionally insured.
(11.01) Property ~~nagement
(11.011) The Subcontractor shall assume responsibility and
accountability for the maintenance of all non-
expendable property purchased, leased, or rented
with program funds.
(11.012) Non-expenda~le property is defined as any tangible
personal property costing $100 or more per unit
and having a userul lire of more than one year,
real property and any interest in such real
property,such as a mortgage, trust deedJ or other
encumbrance of real property, and the funds received
from the sale or any other disposition of any non-
expendable property or interest thereon.
.
.
(11.013) Acquisition of non-expendable property items that
were not listed in the approved contract requires
an executed modification to this contract to
provide the necessary funds.
(11.014) Unless approved by the City in writing, non-
expendable property shall not be ordered or
purchased by the Subcontractor during the last
three months of the contract period.
(11.015) The Subcontractor shall maintain an up-to-date
inventory list of all non-expendable property
items for which he is responsible. The source
of funding for each asset shall be noted.
(11.016) The Subcontractor shall report promptly~ in writine,
to the City, all cases of burglary, loss, damage, or
destruction of non-expendable property, The report
shall contain, at a minimum item identification,
recorded value, facts relatine to loss, and a copy
of the law enforcement agency report.
(11.017) A property inventory must be made once a year.
/
.
.
.
.
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(11 018) At no time will non-expendable property be disposed
of, tranferred to another agency, or used for other
tha~ progr~ purposes without express written
permission of the City.
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(Fa
400
ClEO: CNS: MK: wp /')
INFORMATION. /C&
5/14/84
;--- /l
I--,~
Santa Monica, CalifornIa
-.
TO:
Mayor and CIty CouncIl
FROM:
City Staff
SUBJECT:
Transmittal of Proposed 1984-85 Community Development
Plan
Introduction
This report transmits the proposed 1984-85 Community Development
Plan, including funding recommendatIons for Community and
NeIghborhood Improvement Projects and Community Service ProJects.
/
Background
ThIS final draft of the Community Development Plan is the result
of a lengthy cItizen particIpation and staff reVIew process that
began In January of 1984. Activities included:
o The dIssemination of Requests for Proposals to a range
of community organizatIons and groups.
o The distributIon of 1,000 InformatIonal packets on the
Community Development Program to CItizens, CIty
CommiSSions and community organizations.
o A Neighborhood Workshop on Community Development Needs
sponsored by the Social SerVIces CommiSSion and held on
January 14 to present the new program and receive Input
on community development and housIng needs.
I
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o A thorough review of all proposals submitted by the
deadlIne of March 16,1984 by Communlty and Economic
Development Department staff, the Social Services
CommIssion and the City Manager's office.
o The dIstribution of a proposed InItial draft of the
Community Development Plan In AprIl for public comment.
o An admInIstrative hearing concernIng thIS draft on May
3 to receIve public comment.
The attached Plan represents the culmlnatlon of thIS process.
DISCUSSIon
1. AdministratIve HearIng
The CIty Manager held a hearIng on May 3 to receive public
comment on the initIal draft of the proposed FYB4-85 Community
Development Plan. CIty staff was constraIned by a set dollar
amount included in the program fundIng ratIonale report approved
by the City CouncIl on January 31 and therefore all comments were
taken under advisement; however, recommended dollar amounts were
not changed from the initIal draft of the Plan.
The following sectIons represent the major Issues that were
raIsed at the hearing and CIty staff's response to them.
A. Los Angeles ChIldbirth Center. The LatIna Maternity
Care Program of LAce submitted a p~oposal requestIng funds In the
amount of $31,200 which equals the LACC's FY83-84 level
of fundIng. Because the CIty had given substantIal operating and
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capital funds to thIS program durIng the last two years and
because the program has a revenue-procucing service, the inItIal
staff recommendatIon was to dIscontinue the "seed money" for this
program. However, at the hearing LACC staff addressed the Issue
of the AlternatIve BIrth Center and the delay In its opening.
LACC staff stated that five months after its opening the program
would be self-suffICIent. The Center is scheduled to be
operatIonal on August 1, 1984. Therefore, LACC requested fundIng
for 6 months, instead of the initial 12-month request, to support
the program untIl It becomes self-sufficient. After consIdering
these addItIonal comments CIty staff concluded that 6-month
fundIng In the amount of $16,109 would be appropriate if the
General Fund contrIbution were Increased by Council, but would
not be recommended If cuts we~e requIred in the fundIng levels
of other programs.
B. Westside Women's ClinIC. The MId-LIfe Clinic of the
Westside Women's ClInic submItted a proposal requesting funds In
the amount of $17,649. The budget subml t ted was a performance-
based budget WIth each clinIC visit estimated at $82 per VISIt.
Of the total 699 proposed VIsits to the ClInIC, CIty staff
estimated that 59% of them would be made by Santa MonIca
reSIdents (i.e., 3010 visits). This percentage IS in keeping WIth
the program's FY83-84 level of serVIce. Based on statistics
submItted by the Westside Women's ClinIC it was further
determIned that of these 390 Santa Monica VIsits, 60% of them
would be made by low-income reSIdents (i.e., 180 low-income
residents). In determining the recommended level of funding CIty
staff used 180 clInic visits as the base. This was a smaller
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figure than the one used by WestsIde Women's ClinIc In
determIning its request to the City.
At the hearing, Westside Women's Clinlcls staff stated that
although the unIt-cost calculatIons submitted by the agency did
include outreach and education expenses, these expenses were
spread out over a larger number of visits. westside womenls
ClInIC contended that once the number of VISIts was reduced, the
recommended level of funding became insuffIcIent to conduct the
community education and outreach component of the program without
plaCIng an undue burden on the programls operatIons. Westside
Women's Cllnicls staff also stated that the community education
and outreach component IS conducted exclusIvely In Santa MonIca.
In further discuss ions held after the hear ing, Wests ide Women IS
ClinIC determined they would need an addItIonal $5,000 above the
recommended amount of $11,808 to carry out the education and
outreach component in Santa MonIca. City staff would recommend
the addItIonal $5,0'00', brIngIng the total grant amount to
$16,80'8, if the General Fund contribution were increased, but
would not recommend the award If cuts were requIred In the
fundIng levels of other programs.
C. FICA. On December 13, 1983, the CIty Council approved
an increase in funds for approximately 15 community serVIce
agenCIes who were requIred to contribute to the Social Security
system effective January 1, 1984. ThIS increase covered a six-
month period from January to June 1984. Since most of the CIty
staffls funding recommendatIons are based on FY83-84 funding
4
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levels, several of the agencies felt that the FICA increase
approved In December should be annualized for the FY84-85
funding recommendation.
HavIng performed a thorough analYSIS of all proposed budgets,
City staff is well aware of increases that the agenCIes face in
many of their fixed costs such as rent, utIlities and Insurance.
However, working within the approved level of fundIng, staff dId
not feel it could recommend Increased fundIng to cover FICA costs
while funding for other equally lInportant fixed costs remaIned
constant.
2. CIty Council ReVIew and Action
A publIC hearing on the proposed Community Development Plan will
be held on May 29 at 7:30 p.m.
This hearIng will provide the
City Council with the opportunity to receive publIC comments on
the Community Development Plan and the proposed CDBG Statement of
Objectives.
In the event that additional time is needed for
publIC comment or dIscussion by the City CounCIl on the Plan, a
carry-over hearIng may be held on May 30 at 7:30 p.m.
No Council
action will be required at these hearings.
Adoption of the Plan
and the CDBG Statement of ObJectives is scheduled for June 12,
1984 In order to meet HUD submIssion deadlInes.
3. Information to Assist CounCIl In AnalYZIng the Community
Develo~ment Plan
To aSSIst the CounCIl In makIng funding deCiSIons regarding the
Community Development Program for 1984-85,
the following
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information WIll be available for reVIew:
o Request for Proposals: Community Service Projects -
Copies are beIng transmitted to Council simultaneously
with thIS report.
o Proposals for CommunIty and Neighborhood Improvement
Projects and CommunIty Service Projects - One set of
complete proposals is available in the Council Office.
Each proposal has been placed in its own Individually
labeled folder. These proposals include detailed
information on the program as well as a tentatIve
proposed line-item budget for each applIcant. Due to
the size of this packet It was not feasible to provide
individual sets for each Councilmember.
o Third-Quarter Grantee Reports and Site-Visit Summaries -
ThIrd-quarter reports and site-vIsIt summaries are
included in the proposal files of all currently funded
communIty serVIce agenCIes. It is Important to note
that site visit summaries are for VIsits made In January
and early February. Because these ViSIts were made
before the end of the third quarter, it IS important to
also reVIew thIrd-quarter reports for an update on
program progress.
o Proposal SummarIes - CopIes are beIng transmitted to
Council sImultaneously WIth this report.
o Summary of Workshop on CommunIty Development Needs -
The Workshop on CommunIty Development Needs was
sponsored by the SocIal SerVIces Commission on January
14, 1984. The purpose of the workshop was to provIde a
forum for the community to express its ideas and
concerns regarding socIal serVIce needs in Santa Monica.
The program consisted of a brief introductory session
and SIX smaller discussion sessions into which the
partICIpants were diVIded. The topics of dIscussion
were: community development and neighborhood
improvement; employment; communI ty and social serv Ice
needs; health care needs; hOUSIng programs; and
information and referral/emergency services. Each of
the six groups of participants rotated from table to
table so by the conclusion of the program each tOpIC had
been addressed by all the partICIpants.
In order to faCIlitate discussion, each table was
chaired by a member of the Social SerVIces CommisSIon or
a related CommISSIon when appropriate and was staffed by
a City staff member. The chaIr of each table was
responsible for summarizing the comments on the assigned
topic that had been made throughout the day. These
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commen ts wer e pull ed toge ther into the Summa ry of the
Workshop on Community Development Needs. Copies are
beIng transmItted to council sImultaneously with this
report.
o Social Services CommissIon Ratings of CommunIty Service
Proposals - On AprIl 2, 1984 the Social Services
CommISSIon held a public hearing to discuss and rate the
Community Services proposals that had been submItted for
funding In FY84-85. The CommiSSIon rated each proposal
on the basIs of a "high", "medium", or "low" ranking.
The Commission's comments and rankings were used by
staff as another source of Information and review In
developIng the funding recommendatIons to the CIty
Council. Copies of the Social Services CommIssion
Ratings of CommunIty SerVIce Proposals are beIng
transmitted to Council simultaneously wIth this report.
o Staff Assistance - In additIon to the informatIon
described above, staff has supplementary documents
on each of the applIcant organizatIons. These will be
made readily available to Council upon request. Staff
IS also avaIlable to offer assistance or answer any
questions the CounCIl may have in making its fundIng
deCIsions.
Prepared by: Maggie Kennedy,
Grants AdmInIstrator
Community and NeIghborhood SerVIces Divislon
Department of CommunIty and EconomIC Development
Attachments
7
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-,.
Proposed
1984-85 COMMUNITY DEVELOPMENT PLAN
City of Santa Monica
Department of Community and Economic Development
May 9, 1984
7-4
s: ). c; -tf j?
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INTRODUCTION
i ~
The following 1984-85 Community Development Plan has been
developed to serve as a gUIde to the CIty Council, City
departments and communlty organizations in 1mplementing important
community development proJects in the comIng year. This plan
provides policy direction and long-term goals for the use of
community development resources avaIlable to the City of Santa
Monica and also presents an "annual plan" for 1984-85 which has
been designed to meet the stated goals of the program. It is, by
necessity, a summation of a complex and sometimes competing set
of commun1ty needs and priorities. However, it 15 intended to
strike a balance between these needs and to present a mix of
projects that will result in an enhanced community and an
Increased sense of well belng from those benefIting from the
program.
BACKGROUND
On January 31,1984, the CIty CouncIl approved the funding
ratIonale for the 1984-85 Communi ty Development Program. ThIs
rationale was developed to provide guidance to City staff.
CIty CommissIons and the CIty CouncIl in assessIng proposals for
two types of CommunIty Development Projects: 1) Community and
Neighborhood Improvement ProJects (capital or "brIck and mortar"
projects targeted to the City's low and moderate income
residents); or (2) Community Service Projects (grants to
community organizations to provide ongoing community and SOCIal
servIces).
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Looking ahead to the difficult decisions that would have to be
made in allocating a finite amount of resources in support of
the 1984-85 Program, the Clty Council approved specIfic selection
crIteria for the two types of Community Development Projects. A
list of these criterIa IS included in this report as Attachment
I. In addition, the CounCIL approved an extensive CItizen
participation process to encourage CItIzen input into the
development of the program and also approved a funding cap on
CommunIty Service Projects maintaInIng 1984-85 funding at current
levels of approximately $1.74 million. ThIS dIrection has been
followed and is reflected in the recommendatIons included in this
proposed Plan.
PROPOSED 1984-85 COMMUNITY DEVELOPMENT PROGRAM
I. Policy Statement
By VIrtue of the Clty of Santa MonIca1s designation as the
closest unIt of government to the CItIzens of Santa Monrca, a
range of fIscal resources are made avaIlable to the Clty to
aSSIst its residents in derIVIng benefIt from residing withIn
its boundaries. The Pederal government prOVIdes resources to
the CIty through the recently passed HOUSIng and Urban/Rural
Recovery Act of 1983 (Community Development Block Grant and
Rental Rehabilitation funds) and through the ongoing General
Revenue Sharing Program; the County of Los Angeles prOVIdes
PropOSItion A transportation funds which not only provide for
general public transportatIon needs but also the speCIalized
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needs of those unable to use public transit;
.
and the CIty
provides Its own resources through Its own General Fund for a
range of community development proJects. In additIon, the CIty'S
Redevelopment Agency supports important housIng and economic
development projects elIgible under Agency guidelInes.
It 15 the responsIbIlity of the City to effectively marshal these
resources into a coordInated program WhICh addresses major
housIng, community development and SOCIal serVIce needs of the
communi ty.
It IS the added responsibility of the CIty to ensure
that those most In need of these resources, including lower
Income resIdents and other signifIcant segments of the community
expel' 1 enci ng 1 im i ted access to these resources, do indeed
benefl t.
To achleve thIS end, City government and citizens must
be committed to an ongOIng dIalogue to continually assess
critIcal community needs and changIng prIorities; and to
identifying all available resources, from a range of sources, to
sustaIn a CommunIty Development Program which has a lastIng and
beneficial impact on the community.
II. Long-Term Goals
In order to guide annual planning for the CommunIty
Development Program and also ensure future continUIty of the
program,
long-term goals of the CIty'S Community Development
Program shall be:
o to maintain and expand the hOUSIng stock affordable
to low and moderate income residents and to target
efforts In neighborhoods where low and moderate income
residents are threatened with displacement due to
rIsing hOUSIng costs.
3
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o to support neighborhood revitalization efforts through
public works improvements in low and moderate income
neighborhoods.
o to support revitalization of deteriorating commercial
areas in order to promote the retention and creation
of permanent jobs for low and moderate income individuals
and to retain or attract needed retail neighborhood
services in lower income areas.
o to promote a barrier-free environment within the City for
disabled individuals through the removal of architectural
barriers which represent obstacles to access to public
areas and public and private facilities.
o to provide resources to viable community and social
service agencies to ensure the provision of needed
services to those residents most in need.
o to support communIty service programs that promote
self sufficiency and provide the opportunity for
the community as a whole, a significant segment of
the community, or a geographical area of the communi-
ty to better influence the decisions that affect their
personal lives and the quallty of their living environ-
ment.
III. Annual Plan for 1984-85 Community Development Program
A. Available Funding Resources
Consistent with the long-term goals outlined for the
Community Development Program, the 1984-85 Annual Plan proposes
the use of approximately $3.2 million in available community
development resources to implement 12 Community and Neighborhood
Improvement Projects and 32 Community Service Projects. The
total program budget is derived from the following sources:
Rental Prop. Vitale General
Tota~ CDBG GRS Rehab. A Gi1pln Fund
Community and Neighborhood
Improvement ProJects 51,421,986 1.235.486 -0- 151,500 -0- 35,000 ~-
Community Service Projects 1,815.891 191.218 979,172 -0- 128,809 60,000 456.692
Total 53,237.877 1,426,704 979,172 151.500 128.809 95,000 456.692
Table 1.
1984-85 CD FundIng Sources
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It IS Important to note that as 1n 1983-84, Community SerVIce
Project funds come from a range of sources including CDBG, GRS,
Propos 1 t 1 on A and the Gener al Fund. 1984-85 Commun 1 ty and
NeIghborhood Improvement ProJect funds continue to be prImarIly
from Commun 1 ty Deve 1 opmen t Block Gr an t revenues. However,
additional funds are also available through the Redevelopment
Agency's low-income housing settlement (Vitale GIlpin) and from
Federal Rental RehabIlitation entitlement funds, newly authorized
by Congress pursuant to the Housing and Urban/Rural Recovery Act
of 1983. In addition, the 1983-84 program proposes the part1al
fundIng of Third Street Development Corporation from the CIty'S
General Fund -- a one-time contributIon to serve as a transition
until revenues from the Downtown PromotIon District are available
to support this project 1n 1985-86. Applications of these funds
are further descrIbed 1n 1ndIvidual proJect descriptions in the
following sections.
B. Proposal Submission, ScreenIng, and Review Process
In response to the City's "Request for Proposals"
distributed 1n February 1984, 50 Community Service and 21
Community and Neighborhood Improvement funding appllcations were
receIved by the March 16th deadline. Community Service requests
totaled approximately $3.71 million and Communlty and
Neighborhood Improvement proposals from CIty departments and
community organizations totaled approximately $3.29 millIon. The
process developed to evaluate proposals and determine recommended
5
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amounts is an expanded process from prior years and 1nvolves
extens1ve review by C1ty staff and C1ty CommissIons. A
description of major steps conducted to date follows.
(1) El1gibility Screening Each applIcant was screened to
1nsure that the organizatIon (a) has non-profit, tax-exempt
status, (b) is located In or serves cItIzens of Santa Monica, (c)
complies with all federal leg1slat1on barring discrimination in
hiring of staff or provIsion of services, and (d) has formal
approval of its Board of DIrectors to submit the Community
Services grant proposal.
(2) Proposal RevIew - Proposals were reviewed based on the
criterIa approved by the City Council on January 31, 1984. The
programs were evaluated on the1r ability to meet the selection
criteria included in Attachment I.
In developIng the 1984-85 RFP format, staff included questions
specifIcally related to each criter1on. The intent of this
format was to enable each applicant agency or project to detail
how its program activities addressed each criterion.
Included In the 1984-85 evaluation was a formal reV1ew and
recommendat1on process on community serV1ce projects by the
Social Services Commission, culminating 1n a pUblic meetIng on
April 2, 1984. At this meeting each of the Community SerVIce
proposals were rated on a scale of high-medium-low. WhIle the
HOUSIng CommIssion's evaluation process t'las not as formalized,
6
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all relevant Community and Neighborhood Improvement projects were
sent to each CommissIoner for review and comment. In addition,
other relevant Commisslons will be gIven the opportunity to
review proJect summaries and the proposed CommunIty Development
Plan as appropriate.
Staff assessment was based on a thorough reView of submItted
material as well as information from 1983-84 program activity
reviews. This included detaIled analyses of program and fiscal
quarterly reports and extensive follow-up With agencies when
necessary; and an annual sIte viSIt to each agency to review the
fIscal, administrative and programmatIc components of the
projects WIth a report and recommendations sent to each grantee
requestl ng a respon se and act i on. A comprehens i ve pr ogr am
evaluation and monitoring of program files and source documents
for agenc i es wIth in targeted service ca tegor 1 es were also
conducted. Finally, meetIngs With current grantees were held on
an as-needed baSIS.
(3) CommunIty Impact AnalYSIS - Throughout the review process,
an on-going assessment was made of the total scope of services
which would result from the funding of these projects and the
impact on target areas and target groups. Staff was acutely
aware of the City'S commitment to implement projects that meet a
wide range of identIfied community needs, particularly those of
low and moderate Income residents and neIghborhoods.
7
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From-this reVIew and assessment of the CIty'S serVIce delivery
system as a whole, potential gaps in service and particular needs
for "service enhancement" were Identified and addressed.
(4) Budget Analysis - A comprehensive budget analysis was
performed by Ci ty staff on qual ifled projects and programs. In
addition to determining the cost-effectiveness of the proposed
budget, the grant request was analyzed as a percentage of the
organIzation's total budget. In cases where requests seemed
exceptIonally high, a lIne-Item analysis was performed to
determine what cost-saving measures might be Implemented.
As Qutllned In the staff report to Council on January 31, 1984,
the existing CD Program has placed a high priority on the
securIng of non-CIty funds by grantee agencies and projects. For
example, the proposed budgets of Community Services applicant
agenCIes were analyzed to ensure that organizations were raIsing
monies from diversified funding sources. AddItionally, staff
reviewed the proposed budgets to determine that the CIty was
prOVIdIng a reasonable amount of subsidy for each type of program
yet expected these programs to raise a speCIfied percentage of
the total budget from other sources.
(5) AvaIlability of Funds - Because of Increased competition
for grant awards and larger grant requests, avallabillty of funds
was a major constraint in meeting qualified requests for City
support. Community Service funding was kept at current levels
8
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WhICh necessarIly resulted in a realignIng of funding amounts to
some grantees. Additionally, other sources of funding for both
CommunIty Service and Community NeIghborhood Improvement
proposals were identIfied through other CIty programs including
the Redevelopment Agency, General Services, the Arts CommIssion
and the Personnel Department.
c. Community and Neighborhood Improvement Projects
$1.422 mIllion in available funds are proposed for
Community and NeIghborhood Improvement ProJects. Except for
partIal funding In support of two new proJects (a senior
congregate housIng project and VenIce Family ClinIc acquisItIon),
the proposed project mix represents a commitment to support
ongoing programs, with an emphasIs on program refInement and
enhancement.
The following table
NeIghborhood Improvement
amounts.
outlInes proposed Community and
ProJects and corresponding funding
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Total CDBG Rental Vitale
Rehab Gilpin
HOUSING Residential Rehabilitation
pico Neighborhood Rehab. Progran S26,500 37S,00a lSl,Sao
Residential Security Program l6,50~ 16,504
Acquisition & Rehabilitation
pico Neighborhood Housing
Trust Fund 583,000 583,000
California Housing finance
Agency Bond Program 37,500 37,5aO
Community Corporation of
Santa Monica - Core Funding 54,428 54,428
Alternative Living for the
Aging (Senior Congregate Hsn'l' 15,000 15,000
New construction
11th Street Project Improvemts. 20,000 20,QOO
Senior Shared Housin9 Services
wise - 5enior Shared Housing , 14,448 14,448
I
11,267,380 1,080,880 151,500 35,000
PUBLICI Barrier Removal Program 15,620 15.620
NON PRo
IMPROVE- Public Works Assessment Assistance 4,000 4.000
MENTS
Venice Family Clinic Acquisition 50,000 50,000
69,620 69,620
ECONOMIC
OEVELOP- Hall Revitalization - Third
MENT Street Development Corporation 64,966 64,966
Project Contin'lency 20,020 20,020
TOTAr.
~ l,421.986rl,nS,41l6 1151,5001 35,000 1
Table 2.
Community & NeIghborhood Improvement Projects
Note: Proposals not recommended
recommended for funding from other
At tachment I I.
CD Program
sources are
fund i n9
outlined
for
CIty
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As noted in Table 2, Community and Neighborhood Improvement
Projects are grouped Into three functional areas:
Housing,
Improvements to PublIC and Non-Profl t Facil i ties, and EconomIC
Development.
The following discussion identIfies annual
objectlves for each area and outlInes the proJect impact on the
community.
Housing
In September of 1983, the City Council approved a number of
housing programs intended to achieve the following goals:
(a) to
preserve
the eXIsting housing stock; (b) to ensure long-term
access to low and moderate income households; and (c) to increase
the supply of affordable housing.
The 1984-85 housing component
of the Community Development Program provides continuing funding
to prIor year programs and enhances particularly successful
programs establIshed to address the goals noted above. In
additIon, approximately $4.9 million In Redevelopment Agency
funds are available and will be proposed for eligible housIng
projects in the 1984-85 City Budget.
Annual objectives and correspondIng housing projects from those
funds avaIlable through the CommunIty Development Program are
noted below:
ObJectIve 1: To provide loans, direct services and grants to
repair and rehabilitate dwelling units occupled by low and
moderate lncome tenants and owners.
ProJect A: NeIghborhood Housing Rehabilitation Progra~~
($526,500). This comprehens1ve program combines grants and
loans to aSSIst low and moderate Income persons residing 1n
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housing needIng rehabIlitation work rangIng from minor "fix-
uptl to repair of major building systems. Staff will be
consulting wIth applicant agencies over the next several
months to develop an Integrated loan and dIrect services
approach WhICh will result in a proposed design and budget
for each of the two fOllowIng components:
o Residential RehabIlItation Loan Program ($25l,500).
This program will combine $100,00'0 in CDBG funds from
FY 83-84 which will be reprogrammed to this fiscal year,
and the Ci ty's ent i tlement funds under HUD's new Rental
Rehabilitation Program. These funds are sUbJect to
federal leveraging and housing qualIty requirements
whereas the City's CDBG contributIon can be structured
to address dIfferent financing needs. Assuming that
project funds leverage private funds at the ratio of
2:1, approximately 75 units can be rehabilitated under
thIS program. All of the units assisted will be
occupied by low or moderate Income residents. In
addItion, lower income dIsabled residents of Santa
Monica may qualify for residential accessibility
improvements under thIS component.
o Direct Services Grant Program ($275,000). This
continuing program provides grants for emergency repairs
and less costly rehabilitation to low and moderate
lncome PICO Neighborhood residents. As mentioned
prevIously, staff will be consulting with applicant
agencies to assess current service needs and program
structure. Grants can be combined wi th rehablli tation
loans to complete repaIrs on unIts needing more than
minor work.
ProJect B: Residentlal Securlty Lock and Repair Pro~ram
($16,504). ThIS IS a contInuatIon of the current Clty-
Implemented program which prOVIdes security hardware and
securIty related repairs to low and moderate income Santa
MonIca reSIdents. Approximately 200 households will be
assisted in 1984-85.
Objective 2: To faCIlitate the acqUIsition and rehabilItation of
affordable hOUSIng by
neighborhood-based non-profIt housing
development corporations to preserve long term housing
opportunities for low and moderate income households.
Project A: PICO Neighborhood Housing Trust Fund ($583,000).
This program provides for continued fundIng at 1983-84 levels
for deferred-payment loans to qual ified developers selected
by the PICO NeIghborhood Association and approved by the
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City. Loans assist In the purchase and rehabilitation of
, affordable housing In the Pico neighborhood. At least 75% of
the tenants assisted under thIs program must have low or
moderate Incomes. The proposed funding level for this year
will assist the purchase and rehabIlItatIon of approximately
39 to 58 unIts.
Project B: California Ho~~in~ Fina~ A~~ncy (CHFA)
~ultifamily RehabilItation Bond Pro9ram ($37,500). CDBG funds
will be used to pay commitment fees to CHFA to include the
City in a state-wide tax-exempt bond program that provides
lower-Interest fi xed rate financ log for housing acqui si tIon
and/or rehabilitation. All CHFA Bond funds targeted for Santa
Monica during 1983-84 have been oblIgated. The use of 1984-
85 CDBG funds WIll enable the City to increase Its CHFA
allocatIon by approxImately $1.1 mIllion, which will provide
lower interest loans for approx imately 30 addl tional uni ts.
Funds can be used In tandem with the other acquiSItion and
rehabilItation programs described above.
Proj:ct C: Co~~unity Corporation of Santa Monica = C?re
Fundln9 ($54,428). ThIS COBG allocation represents partIal
support for the contInuation of Community Corporation's
Non-Profit Acquisition and RehabIlitatIon program. An
addItional allocation of $110,504 of Redevelopment Agency Tax
Increment funds WILLI provide for a total operating budget of
$164,932. The recommended budget WIll maIntaIn current
CommunIty Corporation staffing levels emphazising
performance-based funding and allow the corporatIon to
continue management and development of affordable housing
projects. Fifty percent of the budget IS funded from CDBG and
the remainder is supported by tax increment receipts.
ObJectIve 3:
To develop congregate or shared houslng
opportunitIes for senior citizens.
ProJect A: Alternative LIvin9 for the Aging ($15,003). This
$15,0013 contrIbutIon from the VItale Gilpin fund wlll
supplement a proposed Agency Tax Increment Fund allocation of
approximately $240,000. The actual amount of City support
will be determined after further assessment of avaIlable
funding from State housing sources. Funds will provide for a
deferred loan to a non-profIt corporation for the development
of a twelve-person congregate affordable housing faci1lty for
lOW-Income senIor cItlzens.
ProJect B: SenIor Shared Housins ($14,448). These COBG funds
will support an expanded program currently implemented by the
Westside Independent ServIces to the Elderly (WISE) that
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links senIors wIth housing to share with seniors in need of
affordable housing.
ObjectIve 4: To increase the supply of affordable housing for low
and moderate Income resIdents.
Project A: Eleventh Street Housin9 ($20,000). Vitale Gilpin
funds will be used to provIde improvements, such as security
fencing, for the nIneteen unit family housing project to be
developed on Eleventh Street. The sIte acquisItion for this
project was funded with 1983-84 COBG funds. Proposed
improvements were suggested by neighborhood reSIdents to
improve lIvability of the project.
Improvements to Public and Non Profit FaCIlities
Objective 1:
To assure the accessIbility of public
Infrastructure, and public and private, recreational, cultural
and business faCIlIties In the community.
Pro J e c t A : ~ a !.!. i ~!. R e !!~2. a 1:. P r 2..s. r ~!! ( $ 1 5 , 6 2 0 ) . T his
allocation of COBG funds wIll supplement $94,380 in proposed
General Funds to undertake a variety of publIC and prIvate
Improvements to increase access on the part of phYSIcally
dIsabled persons, consistent WIth the Cltyls Multi-Year
BarrIer Removal Plan approved by the Council in Fall of 1983.
PotentIal projects include the CIty'S ongOIng curb cut
program, installatIon of audIble traffIC signals,
modification of recreational, library and cultural
facilIties, andan AccessIble Business Awards program to
encourage private firms to enhance access.
ObJective 2: To reduce the costs of public works assessments for
streetlights for low-moderate income homeowners.
Project A: Public Works Assessment Assistance ($4000). To
continue the operatIon of this program, orig1nated 1n 1981,
CDBG funds will be used to assist low-moderate income
residents 1n meeting assessment costs. All beneficiarles
will be low-moderate income households.
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Objective 3: To assist non-profIt health care provider in purchase
of communIty health facility.
ProJect A: venice Family Clinic AcquIsItIon ($50,000). An
allocation of $50,000 in CDBG funds will aSsIst Venice Family
ClInIc In the acquisItlon of a new facility to provide
primary health care services to low income persons and
families. Patients are predominantly low income, minority
familIes and do not pay fees for serVIces received. The
proJect will be effectively using a small amount of CIty
funds to leverage a large amount of funds from other sources.
Economic Development
ObjectIve I: To conduct a Mall Revitalization Program to improve
the bUSlness cl ima te, increase employment opportun i ties for low
and moderate Income persons, and to preserve services and
businesses vital to low and moderate Income persons.
Project A: ThIrd Street Develo?ment Corporation ($64,966).
50% of the Third Street Development Corporation's 1984-85
operatIng budget of $129,932 is proposed to come from COBG
funds to support a comprehensive mall improvement program as
approved by the Clty Council In 1983. As mentIoned
prevlously, the remalnder of requlred City support is
proposed from City General Funds as a transltIon until
revenues from the Downtown Promotion District are available
for allocatIon to the Corporation in 1985-86. This transItion
away from total COBG funding is necessary as the Corporation
broadens its scope to reVI tallza tion actl vi ties not fallIng
within the City's COBG elIgibility guidelines.
The proposed CDBG funding WIll support the Mall RevolVIng
Loan Fund originated in 1983-84, as well as other CDBG
elIgIble actIVItIes. It is estImated that one full time Job
for low and moderate income persons WIll be preserved or
created for each $6,00g prOVIded through the Revolving Loan
Fund.
15
.
.
o the proposed expenditures are, in fact, non-recurring;
o documentation can be provided to substantiate the amount of
the proposed expenditures;
o the organization has fully explored alternative means of
funding;
o the proposed expenditures will have a documented impact
upon improving the management/administrative capability
and/or service delivery of the agency, or encourage
collaborative efforts among agencies.
II. Community and Neighborhood Improvement (CNI) projects
Based on national priorities of the community Development Block
Grant (CDBG) Program, this component prioritizes the use of
available funds for housing projects and other community
development activities that benefit lower income residents and
lower income neighborhoods.
In the past, this component has
provided core funding for the City's affordable housing efforts,
has supported the acquisition and rehabilitation of facilities
for social and community services, and has enhanced lower income
neighborhoods through revitalization activities.
Unlike the
COml"luni ty Service component , it is more targeted in scope and
supports a small number of more capital-intensive projects. The
Community and Neighborhood Improvement component relies almost
entirely on Federal CDBG funds and a limited amount of Federal
Rental Rehabilitation, Redevelopment Agency funds and the City
General Fund. Additionally, there is a limited amount of funds
paid to the city by developers in support of homeless projects
which are available as matching funds for eligible CN! homeless
project activities.
- 14 -
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t.
. '" J
U93-84 1994-85 1984-85
Funding Requested Recommed. Source
SUPPORT FOR THE ADEPT :n,200 35.330 31,200 GRS
COMMUNITY SERVICES
NETWORK Center for the
partially Sighted 10,121 21,074 10,021 GRS
CLARE-Senior program , 23,770 25,220 23,770 GRS
CLARE-Sober Inn 11,500 24,000 24,000 GRS
Family Services of
Sanba Monica 64 t 593 99,823 64,593- GRS
Jewish Family Services
of Santa Monica 13,000 17,823 13,000 GRS
Latino Rl!!source
Organization" 101,400 155,071 90,720 GRS
Neighborhood Justice
Center" J7 ,304 47,724 39,760 Gen. Fund
New Start-Adult 30,027 31,0:31 30,027 GRS
New Start-Youth" 97,060 103,055 74 ,042 GRS
OPcC-Turning pointl
Counseling Project 129,313 142,649 129,313 GRS
OPCC-Jlomeless project. 59,567 66,400 60,000 Vita1e-
Gilpin
OPCC-Sojourn 30,549 32,932 30,549 GRS
oPcc-Stepping Stone 59,6U 63,894 59,644 GRS
OPCO. 120,105 112,952 91,199 Gen Fund
PHil." 44 , 760 44,35J 74 ,499 Gen. Fund
Project Heavy West 22,366 24,299 22,366 GRS
Radio KCRW 44,720 44,720 44,720 Gen. Fund
Santa Monica Mid-
City Neighbors. 75,600 87,805 83,239 Gen. Fund
Senior Health and peer
C'ounselil\<J 6l,ll12 Hi ,227 61,Bl2 GM
Venice Family Clinic 20,600 28,000 20,600 GRS
Westside Ecumenical Con-
ference-Meals on Wheels 19,013 29,666 19,013 GRS
West Side Food Bank 27,004 49,841 27.004 Gtl.S
WISE-General Support and
Olive Stone Center 121,460 133,577 121,460 GRS
Westside Legal Services. 115,883 152,480 113,430 Gen Fund
Wests ide Women's Clinic" 31,806 17,640 11,808 GRS
Table 3.
Community Service Projects
(continued)
Note: Projects not recommended for CD funding or recommended from
other City sources are outlined in Attachment IV.
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SUPPORT FOR
TARGETED SERVICES Employment Pro~rams/Social
Service Advocacy 1n Low-
Income Ne~qhborhoodB
CDBG.
Set-Aside 201,063 Gen Fund
E~loyment-Related Childca.!;'e
Connections for Children-
Scholarsh~p Fund 78.264 108,274 89,695 GRS
Housin~ and Informat~on Referral
Serv~ces to.!;' the D1sabled
welL 8,284 35.590 24,535 GRS
Transportat1on Serv1ces to the
Elderly and D1sabled
WlSE-Paratransit 60,000 128.!l09 128,809 Proposi-
tion A
11.815,891
r
TABLE 3:
Community Service Projects
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Proposed Community Service Projects have been grouped lnto two
proJect categories. The following section presents project
obJectives by category and further describes the intended lmpact
on the community.
~ommunl ty SerVIce Network
ObJective 1: TO support the Community Services network in
maintaining an effective social services delivery system.
The Santa Monlca community beneflts from a network of
effective and Innovative community serVlce agencies. These
agencies offer multi-dImensional services to a wIde-range of
target groups. Because ind i viduals seeking help often have
an array of needs, it is lmportant to offer a coordinated
system of social services to address these needs. In order
to accomplIsh this task, it is the CIty'S intent to continue
to offer broad-based support to nurture this network.
The following matrix of recommended community service
projects and the categories of serVIce reflects the proposed
broad scope of City support.
19
C~T~GOftt~s or SERVICS
.
- .
Il U
...I 0 ~
u iJ t
tJ c . .
k , &t k IJ'l
. . -' . l: .,
eo . t
k U g
C ... fi
. . 0 -f =
" ~ -f ", "
11 ~ ! .
. r u
-f k . 0
u U :Ill ..J 0
J\O!:rT X X
CtNtf:1I tOil TIt!: I'I'IIlTI J\Lt. y S HmTttl X X
. cL^Rl': - .
SENIOR PRoG~M X
F
CMltl': - SORtll ItJN X
I
COnNECTIoNS tOR CnlLtlRtN X.
I X.
UIULT atRVICtS X x
, I ~._~
JEWlsn tlUlIl,' SERVICES
. . .. ,
Ll\TINO RESOURCE ORGJ\NIZl\TloN X X
- 0..-.11
SOC. SER. IN PIca hEIGH. L2W
l I ,
"tIGn90R1~O JUSTIC! CENTER X I
~-
~ ST"RT - l\nut.t X
:-r J -
NEW STJ\RT - YOUT" X
.
orec - TURNING tOIHT/ I
COUNSELInG : X
orcc - nOHf:LI':S'S SIlI':LUR ~ : : x :
- S0.10UII" I I
OPcc I
~ ~ x
- STEP'IPC STOR~ I
oPec ~ X
orco x X
I ~ ,
'N" X X
. .
EMPLOYMENT PROGRAMS IN LOW- X X
INCOME NEIGHBORHOODS
"
l'ROJECT fftl\VT Hl!:S'T X
MOIO kC"If X
..
SMIU HotHCI\ HID-Cnt
NEIGlItJOIlS x x
SEtnoR nF.7ILTn !\1m rol!ER x x
COUNSELING CENTER
VENICE tl\Hltt CLINIC X
WESTSlD!': CotlMUNITY tOR , I
INDEPENUENT LIVING X
WESTsrD!: tCUMENICl\L CoNttnENCI': - X
HEALS ON HUEELS
WESTS IDE rOOD Dl\N~ x
.It 51': - Gr~ER^t sur tORr , X
"1.IVII! !IlTONIl CfrnTER J
WISE - P7lft1lTMNSlT l X
t
NtSTSJD~ L2~^L B2RVJC~9 X
WESTSJO~ WOMEN'S CLlfflC - X
IHOLUB Ct..lNJC
Table 4.
.
TI\.IlG8? "a
T"IICET CIIOUI'$
.. c
. "
o.t IS
~ i .
of
S "- E
'0 t- o
.. WI " U
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Impact of Funding Recommendations on the Community
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agencies and other employment-related community
organizations to develop an effective program which
complements Federal JTPA serVlces whenever possible.
Because County JTPA funding dec1sions have not yet been
made, a City set-aside IS recommended until the amount
of County resources available to the community 1S also
known.
o Social Service Advocacy: LIEU-CAP, a newly-founded
organization, is a spin-off of the currently-funded
Neighborhood Adult Participation Project (NAPP) program
located 10 the Pico Neighborhood. While NAPP, Inc.
failed to SubmIt an applIcatIon for City funding, NAPP
staff indicates that they are seeking the substant1al
County funding WhICh sustained the Santa Monica program
In 1983-84. LIEU-CAP is also competing for County
funds. Therefore, until County fundIng for this program
is known, it is not possible to determine a specifIC
program recommendatIon for soc1al service
del i very ladvocacy in the Pica Neighborhood. As stated
above, a portlon of the $201,063 will be allocated for
this purpose.
Project B: Connect1ons for Children ($89,695). Consistent
WIth the need to target employment and employment-related
serv1ces, staff recommends alloca ti ng $11,431 to Connection
for ChIldren's operating grant of $78,264 to lncrease the
Santa MonIca Scholarship Day Care Program. This would bring
the total amount of the scholarship program to approximately
$33,~00.
ProJect c: We~!~ide ~om~uQitz !~~ !gd~E~Qd~gt LIYlng
($24,535). HOUSIng and InformatIon Referral Services for the
D1sabled has been identlfled as a critlcal need withIn the
community. WClL 1S conducting an effective but small program
1n FY83-84. Staff recommends the increased funding amount to
prOVIde a service enhancement in this targeted area.
ProJect D: ~ISE = paratransit ($128,899). Transportation
services for the elderly and disabled were 1mplemented In
FY83-84 by WISE. These services have contlnued to be of
vital importance to the community_ Staff recommends
expanding this service to include a 7-day cab coupon program
and an expanded area of serVlce for both van and taxi trips.
AdditionalPropositlon A funds would be available for thlS
increase.
22
e
.
Attachment I - A
~~ ~ ~1
SELECTION CRITERIA - CO~li~NITY S~RVIC~S PROJLC~5
o The organization offers coordinated service delivery
rather than one-dimensional services.
o The organizations shows strong evidence of interagency
cooperation and sharing of resources with other com-
munity groups and agencies in order to maximize resources.
o The organization possesses the ability to provide outreach
to individuals most in need of these services.
o The organization provides preventive services.
o The project results in one or more of the following
benefits:
Individuals served have an increased ability
to sustain themselves in the community and to
become self sufficient as a result of these services.
Victims of discrimination are provided better
access to the resources and services in the
community.
,The community as a whole or a significant segment
of the community are better able to influence
the decisions that affect their personal lives
and the quality of their living environment.
o The organization exhibits current and past effective-
ness and success in the delivery of the proposed ser-
vices to the community.
o The program shows community support through its ability
to procure community resources (e.g., community fund-
raising, use of volunteers, donated services).
o Based on the availability of different sources of
funding for the proposed program, the organization
has maximized opportunities for funding from a range
of sources, thus lending to its financial stability and
the ability to sustain itself as a part of the community
services network.
o The organization proposes a budget which reflects
cost effective administrative and program activities and
utilizes City funding to enhance funding from other
sources.
e
e
Attachment I - B
f" I . r T
SELECTION CRITERIA - CO~ll1UNITY AND ~EIGHBOREOOD I~WROVE~~~T&
o The project will ~esult in lon~-term benefit to
low and moderate income residents
o The proposed funding structure leverages non-COBG
funds
o The project shows long-term potential for a cash
return on the COBG investment and does not require
ongoing COBG or government support for maintenance
o If the project is to be implemented by an outside
organization, the proposal includes documentation of
current or planned administrative capacity to
implement community development projects and exper-
ience with Federally-assisted programs
o The implementing agency or department presents a
program that includes both administrative procedures
and a viable implementation plan for timely execu-
tion of the project
o The project stabilizes or enhances low/moderate
income neighborhoods, consistent with the City's
General Plan
o The project proposes a cost-effective program for
maintaining and improving housing opportunities
for low/moderate income persons, or
o The project will result in the improvement of the
ability of low and moderate income residents to
pay for decent housing through economic development
activities, or
o The project promotes economic development in deter-
iorating areas that provide services of benefit to
low and moderate income residents, or
o The project promotes the removal of barriers to
disabled residents and visitors and meets criteria
approved in the City's Hulti-Year Barrier Removal
Plan, or
o The project ensures adequate and stable facilities
for social service agencies serving low and moderate
income residents.
Community
8.1 .18'-01"1.1:.r... L
~eighborhood Improvement ~osals
. Funding Status
, ... ~ ,
.L.L
f"- -l . t I
Projects Recommended But: Pro~ram DeS19n To Be Determined
Proiect
Neighborhood Resource and
Development Corporation -
Res. Rehabilitation prog.
Pico Neighborhood Assoc. -
Res. Rehabilition Prog.
United Community and Hsng.
Oev. Corp. - Res. Rehab.
R'!!quested
1983-114 t::J84-8S Comments
-9- 384, 944 $S26,59fJ in CDBG funds
set aside for Rehab.
I'Ir-o,!r am . Program de-
sign to be determined.
76,0'19 89, SlllI
"
269,l89 278,339 "
Projects Recommended From Other City Sources
Proiect
City Disabled Loan Program
City - Stewart St. Park Imp.
Family Service of Santa
Monica - Euclid Streetlights
PNA - Undulators and Stop-
signs (Virginia)
PHA - Undulators (Kan, Virg)
FNA - Stop Signs (Delaware)
FHA - Undulators, Alley Imp.
(19th, 16th)
Not Recommended for City Fundin~
Proiect
PHA - Gas Lines (Mountain
View Trailer Park)
FNA - Traffic Signal (Del-
aware, Stewartl
SH/HUSO - Barrier Removal
8M/HUSO - Asbestos Removal
.
Senior Health & Peer Cns. Ctr.
Facility Acquisition
Requested
1983-lt4- . 1984-115
-9- 69,999
3",990 278,330
-,,- 59,"""
-,,- 2,490'
-,,-
2,499
-IJ-
1,"""
-9-
3,4""
1983-1I~
-0'-
Requested
1984-85
1",99"
-0-
60.Ql~0
-llI-
11,8""
-IJ-
17","""
-lJ-
Comments
Included in Rehab.
Program above.
Fund at $5lJ,lJ9IJ from
Pk. , Rec. Unit Tax.
Fund from available
83-84 General Funds.
Fund in 84-85 General
Services Dept. Opera-
ting, if meet criteria
for installation.
It
It
"
Comments
General Servo Dept.
estimates project
could cost up to
$10",0'99. No indica-
tion of owner sup-
support for Impr.
TraffIC engIneer advlses
against InstallatIon of
signal. Staff will con-
tinue to work with the
appropriate City Depart-
ments to try and resolve
this issue.
In adequat'!! COBG fund-
1ng for addItional
project.
"
359,""" Inadequate COBe fund-
ing for this amount.
Applicant is potential
tenant of City-funded
Multiservice Center.
11 ~ ~ ~
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e
Attachment III
J". "- ill ow ~
NOTES TO COMMUNITY SERVICE FUNDING RECOMMENDATIONS - Table 3
CLARE - SOBER INN -- Increase due to funding a full-year program
as opposed to a five-month program as in FY83-84.
LATINO RESOURCE ORGANIZATION -- Decrease due to line-item analysis
of applicant's budget and assessment of approp~iate city subsidy
of overall program. Recommended amount implies a 20% contribution
on a maintenance-of-effort budget from fundraising and fees for
translation services.
NEIGHBORHOOD JUSTICE CENTER -- Increase due to partial payment of
rent to be charged in 1984-85, previously provided in-kind by
Wests ide Legal Services
NEW START-YOUTH -- Decrease due to line-item analysis of applicant's
budget and assessment of appropriate City subsidy for overall program.
OPCC-HOMELESS PROJECT Increase due to slight increase in revenue
source to be applied to emergency housing programs.
NEIGHBORHOOD ASSOCIATIONS -- A significant change in the FY84-85
Community Service proposal review and recommendation process was
an attempt towards developing a standardized budget and correlated
level of funding for neighborhood associations. In keeping with
the City's maintenance-of-effort level of funding, the FY83-84
budgets of the neighborhood associations were analyzed to determine
fixed costs and salary levels for each association. Each organiza-
tion was allotted an executive director, two community organizers
and a half-time clerical position. For other variable costs, a com-
parison was made of the three neighborhood associations and a
feasible amount for each category was established. It was determined
that lO% of the budget could be raised through fundraising events
and membership fees and 5% from in-kind contributions since the
nature of neighborhood associations is one of citizen involvement.
Consequently, the City would contribute 85% of the developed base-
budget for each of the neighborhood associations.
PNA -- Total developed-base budget is $92,971. However, staff
estimates that approximately $18,472 of this budget will be
covered by administrative costs of targeted projects conducted
PNA. See also NEIGHBORHOOD ASSOCIATIONS.
WESTSIDE LEGAL SERVICES -- Decrease due to projected additional
program income to Wests ide Legal Services due to decision to charge
rent for use of space by Neighborhood Justice center.
WESTSIDE WOMEN'S CLINIC -- Decrease due to performance-based contract
and assessment of appropriate City subsidy for overall program.
.. .. I ..
cotltunity Service Proposals
Funding Status
I ,:II- II If .. .
Not Recommended for City Fundinq
pro'ect
Advocate for the Quiet
Minority/ProJect LIFT
Requested
1983-84 1984-85
-0- 86,572
LA Childbirth Center-
Latina Maternity Care
Program
31,200. 31,20.0
Love Me Infant Care -0- 20,000
Rent Loan Program -0- 4,800
Santa Monica Boxing -0.- 218,350
8M/HUSO-Extended -0- 97,489
Oay Care
SM/MUSO-School Nurse 125,440 146,036
(41 Program
8M/HUSD-School Nurse -0- 19/,000
(5.4) Progralll
SM/MUSD-Employment -0- 132,991
Advocacy Program
Wellness Community -0- 76,0.57
WISE-Senior Training -0- 45,650
WISE-Prof! t Venture -0- 34,400
Westside Legal Services- -0- 77,367
Tenant Advocacy Project
Wilshire-Montana -0- 92,94]
Association
pro,ects Recommended from otver city Sources
Project
1983-84
Requested
1984-85
Morgan Wixson Theatre/
Santa Monica
3,800
-0-
Santa Monica citizens CPR
10,000
-0-
WISE-Senior Shared
Housing
8,096
14,448
e
AT'lALtlMt.N.I. ~v
Comments
Het selection criteria but
inadequate funds. Some con-
cern that this may be a
duplication of services.
Inadequate funds. Having
g1ven substantial operatlng
and capital funds to th~s
program in the last two
years and since the pro-
gram has a revenue-producing
service, staff feels it is
time to discontinue "seed
money" for this proqram.
Did not meet selection
criterIa.
Bas@d on City Council's
discussion at the January
31, 1984 Council meeting,
proposals received from the
SM/HUSD requesting support
for salarIes of school d1s-
trict employees were not 1n-
eluded in City staff re-
view and subsequent recom-
mendations. As origInally
conceived, the Community
Service program is to pro-
vide support to non-profit
organi~ations who do not
have their own revenue base.
Did not meet selection
criteria
..
..
Comments
Proposal was forwarded to
the Arts Co~missIon for
fund1ng action.
Current year contract in
Personnel Department will
be reviewed in context of
City's 84-85 budget.
Being funded out of the
community and Neighborhood
Improvement Projects
'III
I . . t
e
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CITY COUNCIL MEETING
June 5, 1984
Testimony of Bill Mueller
TESTIMONY
Item 7-A: PubllC Hearing (contlnued) on the Flscal
YEAR 1984-85 Communlty Development Plan
Good evenlng. I apaloglze that I was not here earlier, but I
was called from a meetlng and came rlght over. I also apologize
that Nat Travis thought he would be running a little bit later
tonight and was teachlng, so he probably wlll not be able to
be here. I would llke to thank the Clty Council for this opportunlty
to speak. My name 15 Bill Mueller. I am the Dlrector of the
Crossroads Community Foundatlon at Crossroads School, 1714 20th St.
I would llke to thank the City Manager for including resldentlal
rehabllltatlon and direct services grants in the 1984-85 community
development plan. I am here to endorse the Neighborhood Resource
and Development Corporatlon (NRDC) to facilitate such actlvltles
in the Plca nelghborhood. Crossroads Community Foundation was
establlshed by the Board of Trustees of Crossroads School ln 1983
and lf you look at a map of the P1CO nelghborhood, Crossroads School
lS located smack ln the center. As you may well know, by bylaw,
Crossroads School does outreach lnto the community of Santa Monica
through its 21st St. Slngers, its Chamber Orchestra, ltS serVlces
to minority chlldren, and ongolng aSslstance to the elderly. Cross-
roads Communlty Foundation by its bylaws develops programs and
bUlldlngs to be utlllzed by both the school and the cornmunlty to
offer Crossroads School as a community center for Santa Monica
and the pico nelghborhood. ThlS year we have senlor citlzens taking
~
e
e
Testlmony:Bill Mueller (Contlnued)
classes In creatlve wrlting wlth our highschool senlors. We have
adults utlllzlng our computer ware and we have varsity basketball
players teaching minority youth. To continue in that tradition,
Crossroads School and Crossroads Community Foundatlon have lnvlted
the Nelghborhood Resource and Development Corporation to locate
thelr beglnnlng office space on the campus at Crossroads School.
I have been worklng wlth Nat Travls, also wlth Clyde Smlth and
Victor Cole, and I want to simply say that we support NRDC and we
hope that you wlll support lt ln its inceptlon and for your support
and approval of thelr now revlsed budget. You will reap credit ln
the future when the proposed proJects of NRDC wlll add to the
stabllity and beauty of the pica neighborhood and also the Clty of
Santa Monica.
Prepared by:
Date:
Ann M. Shore, City Clerk
June 6, 1984