Richmond City Council
June 21, 2022

2 awarded to the following ten (10) organizations, for a total award amount not to exceed $225,000; and

Category 1
(990N
Organizations)
Organization
Recommended
Award Amount
Tiny House in My Backyard (THIMBY) $23,500
East Bay Pickleball Association (EBPA) $29,000
Motivated 2 Help Others $20,000
TOTAL $72,500

Category 2
(990 Organizations) Organization
Recommended
Award Amount
East Bay Center for the Performing Arts* $50,000
RotaCare Bay Area* $50,000
Things That Creep $10,000
Groundwork Richmond $40,000
Renaissance Entrepreneurship Center* $35,000
The Watershed Project $50,000
West County DIGS $25,000
TOTAL $152,500

WHEREAS, the Richmond City Council authorizes City staff to negotiate and enter into grant service agreements with the ten (10) recipient organizations and to provide oversight to assure that deliverables are met and that activities and expenses are consistent with the intent of each agreement; and

WHEREAS, the City Counc il received and accepted a st aff report dated June 21, 2022, with regard to this resolution.

NOW, THEREFORE BE IT RESOLVED, that the Council of the City of Richmond, California, adopts the Resolution to allocate FY 202 2-2023 Environmental and Community Inv estment Agreement (ECIA) funds to the grantees in the amounts specified above, and authorizes the City Manager’s Office to negotiate and execute contracts with award recipients.

------------------------------------------------------

I certify that the foregoing Resolution was passed and adopted by the Members of the City Council of the City of Richmond, California at a regular meeting held on June 21, 2022, by the following vote:

AYES:

NOES:

3 ABSTENTIONS:

ABSENT:

______________________________
Clerk of the City of Richmond
Approved:

_______________________________________
Mayor

Approved as to form:

________________________________________
City Attorney

June 21, 2022

Library and Community Services

DATE: June 21, 2022
TO: Mayor Butt and Members of the City Council
FROM:

LaShonda White, Interim Director of Community Services
Guadalupe Morales, Assistant Administrative Analyst
Patrick Seals, Senior Management Analyst

Subject:

FY 2022-2023 Richmond Department and Fund for
Children and Youth Grant Awardee Recommendation
FINANCIAL IMPACT: The Charter requires the City to allocate one, two, and three percent of the City’s General Fund (GF) in FYs
2021-2022, FY 2022-2023, and FY 2023-2024,
respectively, and three percent each fiscal year thereafter through FY 2027-2028.

Based on early FY 2022-2023 GF revenue estimates,
approximately $3.6 million (2% of the General Fund) was allocated to fund grants and support the Department of
Children and Youth. Per the Charter, 90 percent or $3.24 million of the 2 percent allocation is available to fund grants in FY 2022-2023. $1.62 million is set aside to
renew grants for FY 2021-2022 grantees, and the
remaining $1.62 million is available for new FY 2022-
2023 grantees (13371018-400201).

PREVIOUS COUNCIL
ACTION:

December 21, 2021

STATEMENT OF THE
ISSUE:

On June 5, 2018, Richmond voters approved Measures
E and K, known as the Richmond Kids First Initiative,
which approved a City of Richmond charter amendment
to create a Department and Fund for Children and Youth
(RFCY) and require that a portion of the General Fund be set aside to fund youth programs and services. Per
AGENDA
REPORT

June 21, 2022
Article 15 of the Richmond Charter, City staff is bringing forth approximately $1.43 million in FY 2022-2023 grant funding recommendations from the RFCY Oversight
Board for final review and approval by the City Council.

RECOMMENDED ACTION:

APPROVE a recommendation from the Richmond Fund
for Children and Youth (RFCY) Oversight Board for
Fiscal Year 2022-2023 to award 19 grants in an amount
not to exceed $1,434,317; ADOPT a resolution; and
AUTHORIZE the City Manager to negotiate and execute
Grant Service Agreements with the approved grantees –
Richmond Department of Children & Youth (LaShonda
White/Patrick Seals 620-6512).

DISCUSSION:

Financial Impact

The Kids First Amendment of the City of Richmond charter (Article 15 Section 2) requires the City to allocate one, two, and three percent of the City’s General Fund (GF) in FYs 2021-2022, FY 2022-2023, and FY 2023-2024, respectively, and three percent each fiscal year thereafter through FY 2027-2028. These funds are to be set aside as annual revenues and appropriated to the Richmond Department of Children (RDCY) and Youth Fund. Based on revenue projections during the FY 2022-2023 budget development process, a total of $3.6 million (2% of the GF) was allocated in the RDCY FY 2022-2023 budget, with 10 percent (~$360,000) allocated to cover administrative and evaluation costs and 90 percent (~$3.24 million) allocated to fund grants to eligible nonprofits and public agencies providing programs and services to children and youth.

The 90 percent allocation (~$3.24 million) includes fund to cover grantees from FY 2021-2022 eligible for award renewal for FY 2022-2023 (~$1.62 million), and the new grantees being recommended for funding for FY 2022-2023 (~$1.62 million).

For FY 2022-2023, the grant awards set forth for the RFCY’s final funding recommendation total $1,434,317. The total amount being recommended for funding is slightly less than the budgeted amount of $1.62 million and represents a difference of approximately $185,000. After the FY 2021-2023 budget year ends, City staff intends to come back to the Oversight Board at a subsequent meeting to discuss updating the budget allocations for FY 2021-2022 and FY 2022-2023, and options for appropriating any remaining balance.

Background

On December 21, 2021, the City Council approved the Richmond Fund for Children and Youth FY 2022-2023 Request for Proposals (RFP) (See Attachment 1 – RFCY FY 2022- 2023 Request for Proposal). The RFP was released on December 27, 2021, and closed on February 7, 2022. In alignment with the six Priority Areas of the 2021-2024 Strategic

June 21, 2022
Investment Plan, the funding allocations based on an estimated $1.62 million in total available grant funding for FY 2022-2023 are as follows:

Priority Area % of Total Funds
Mental Health and Wellness 20% = $320,000
Education Support and Employment Training/Support 20% = $320,000 Out of School Time, Afterschool Sports, and Enrichment
Programming 20% = $320,000
Information, Guidance, and Case Management 20% = $320,000 Violence Prevention 10% = $170,000
Basic Needs 10% = $170,000
Total 100% = $1.62 M

Organizations who receive an RFCY grant will be awarded for an initial one-year period, July 1, 2022, to June 30, 2023, (FY 2022-2023), which can be renewed up to one (1) additional one-year period between July 1, 2023 – June 30, 2024, contingent on past year’s grant performance and availability of funds. The available funds for grants, from both renewing and new applicants, in year three will increase based on the funding allocations outlined in the Charter.

Funding parameters were based on the agency applicant type consisting of the following:
 Small and Emerging Applicants (grant request range of $30,000 up to $100,000)
 Single Agency Applicant (grant request range of $40,000 up to $200,000)  Collaborative Applicant (grant request range of $50,000 up to $150,000)

Applicants were eligible to submit up to three (3) proposals both as a Single Agency applicant, Small and Emerging, or Collaborative applicant, as long as the proposals were substantially different.

Outreach and Technical Support

Information about the FY 2022-2023 RFCY grant cycle was posted to the City’s website, presented in the City Manager’s Weekly Report, posted on the Department’s social media platforms, and emailed through various list serves to inform as many organizations as possible of the Children and Youth grant.

June 21, 2022
In addition, the City hosted two (2) pre-proposal conferences that focused on reviewing the grant guidelines and completing the application included in the RFP. All grant- related materials and video-recorded training sessions were posted on the City’s RFCY grant webpage.

Evaluation Process

A total of 23 grant applications were received, and all applications were submitted to the RFP Grant Review Committee (Committee) for evaluation and scoring during April and May 2022. The 23 applications equated to approximately $1.74 million in award requests. All applications were evaluated and rated independently by each Committee member using the criteria listed below.

Narrative Element Points
Program Summary (no points)
Agency History and Capacity 20
Program Design 35
Outcomes and Impact 25
Required Resources and
Budget Request
20 TOTAL 100

The eligible applications were organized into six (6) groups based on the six (6) priority areas. Each group consisted of five (5) reviewers, with each applicant receiving a minimum of three (3) reviews utilizing a standard scoresheet to score/rate each narrative element. All reviewers signed conflict of interest forms prior to reviewing applications and City staff took additional steps to ensure no reviewers scored proposals where they may have such a conflict.

Applications were scored from one to five in individual sections and then given a multiplier that rendered scores up to a total of 100 points. Agencies located in Richmond received an extra five (5) bonus points per the City’s Business Opportunity Ordinance. Committee members submitted their final scores and evaluations to City staff in May 2022. City staff then totaled and averaged the scores for each application and generated rankings in each priority area (a ranking of 1 denoting the highest average score overall, a ranking of 2 denoting the second-highest average score overall, etc.). Subsequently, each Committee met following their initial review and score submission and discussed their scores, overall rankings, and proposed funding recommendations.

During those meetings, the reviewers agreed that a scoring floor or threshold of approximately ~75 points should be the minimum score eligible for funding recommendation. The intent behind this choice was to preserve and allow for funding to those organizations’ program applications that represented the highest quality and standards of service offerings for Richmond youth and their families.

June 21, 2022

FY 2022-2023 RFCY Grant Award Recommendations

The RFCY Oversight Board’s subsequently approved the following grant recommendations at a Special Meeting held on May 18, 2022. The information in the tables below represents awards to public and/or nonprofit organizations (19 programs overall) in an amount not to exceed $1,434,317.

Priority Area

Total
Recommended
Grant Award
Behavioral Health: Mental Health and Wellness $309,588 Education Support and Employment Training/Support $170,000 Out of School Time, Afterschool Sports, and Enrichment
Programming $671,250
Violence Prevention $65,475
Information, Guidance, and Case Management $118,004
Basic Needs $100,000
TOTAL PROPOSED ALLOCATION $1,434,317

Grant award recommendations are listed below at the “Grant Award Recommendation” level based on the six priority areas. Brief program descriptions for each organization recommended for funding, as well as all applicants, are included in Attachment 2 – FY 2021-2022 Children and Youth Grant Program Evaluation Matrix and Ranking.

Determinations for full or partial funding were based on notes and recommendations from the reviewers, as well as the RDCY staff’s analysis of the application and budget components.

Mental Health and Wellness Recommendations
Organization Name Requested Amount Grant Award
Recommendation

Mindful Life Project (Single Agency) $60,000 $60,000
New Life Movement (Single Agency) $150,000 $100,000
Bay Area Community Resources (Single
Agency) $149,588 $149,588
TOTAL $359,588 $309,588

June 21, 2022
Education Support and Employment Training/Support Recommendations Organization Name Requested Amount RFP Committee
Recommendation

Richmond Art Center $40,000 $40,000
The Watershed Project $100,000 $100,000
Things That Creep $30,000 $30,000
TOTAL $170,000 $170,000

Out of School Time, Afterschool Sports, and Enrichment Programming Recommendations
Organization Name Requested Amount RFP Committee
Recommendation

The Watershed Project $50,000 $50,000
Scientific Adventures for Girls $65,000 $65,000
The Practice Space $100,000 $100,000
Pogo Park $150,000 $150,000
Aim High for High School $150,000 $150,000
Rosie the Riveter Trust (Collaboration:

National Park Service) $86,250 $86,250
D.R.E.A.M. Financial Academy
(Collaboration: Just Imagine Kidz) $40,000 $40,000
Oshiana Unique Thompkins Foundation
(Small and Emerging) $30,000 $30,000
TOTAL $671,250 $671,250

Violence Prevention Recommendations
Organization Name Requested Amount RFP Committee
Recommendation

Fresh Lifelines for Youth, Inc. $65,475 $65,475
TOTAL $65,475 $65,475

June 21, 2022

Information, Guidance, and Case Management Recommendations Organization Name Requested Amount RFP Committee
Recommendation

Fresh Approach $68,004 $68,004.00
Greater Richmond Interfaith Program $50,000 $50,000
TOTAL $118,004 $118,004

Basic Needs Recommendations
Organization Name Requested Amount RFP Committee
Recommendation

Contra Costa Youth Service Bureau $100,000 $80,000
Greater Richmond Interfaith Program $50,000 $20,000
TOTAL $150,000 $100,000

Next Steps

After approval of the grant award recommendations by City Council, City staff will enter into grant agreements with awardees. City staff will manage the contract processes which include, but are not limited to, entering into contracts with grantees, contract administration, serving as a point of contact for all grantees, conducting site visits, reviewing progress reports, and reviewing and approving invoices.

City staff, reviewers, and the Board agreed that organizations that were not recommended for funding would most benefit from technical assistance or capacity building. Such supports (i.e., strategic planning, budgeting/financial, executive director coaching, grant writing, etc.) would provide the types of support that would allow for improved operations and grant awards in subsequent years. It is the intent of City staff to provide such support in FY 22-23 and we are working on an RFP to solicit those services and provide access to organizations that could best utilize the assistance.

ATTACHMENTS:

Attachment 1 – FY 2022-2023 RFP Grant Guidelines and Application Attachment 2 – FY 2022-2023 Children and Youth Grant Program Evaluation Matrix and Ranking
Attachment 3 – Resolution Authorizing the City Manager to enter into Grant Service

June 21, 2022
Agreements with the FY 2022-2023 Children and Youth Grant Awardee

FY 2022‐23
REQUEST FOR PROPOSALS (RFP)
For Direct Services in the Following Priority Areas:
 BEHAVIORAL HEALTH: MENTAL HEALTH AND WELLNESS
 EDUCATION SUPPORT AND EMPLOYMENT/TRAINING SUPPORT
 OUT OF SCHOOL, AFTER‐SCHOOL, SPORTS AND ENRICHMENT
 YOUTH VIOLENCE PREVENTION
 ACCESS TO BASIC NEEDS
 INFORMATION, GUIDANCE AND CASE MANAGEMENT

RFP ISSUED: MONDAY, DECEMBER 27, 2021
PRE-PROPOSAL CONFERENCES:

MONDAY, JANUARY 10, 2022, FROM 6:00 P.M. - 7:30 P.M.

TUESDAY, JANUARY 11, 2022, FROM 2:00 P.M. – 3:30 P.M.

PROPOSAL DUE DATE: MONDAY, FEBRUARY 7, 2022, BY 2:00 P.M.

Richmond Fund for Children and Youth
450 Civic Center Plaza, Suite 300
Richmond, CA 94804
Phone 510.620.6523  www.richmondyouth.org

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 2 TABLE OF CONTENTS
I. Introduction ................................................................................................................. ............. 4 Request for Proposals Overview ...................................................................................................................... 4 II. Richmond Fund for Children and Youth (RFCY) Introduction ............................................. 5 The Richmond Fund for Children and Youth .............................................................................................. 5 Goals of the Richmond Fund for Children and Youth ............................................................................. 6 Richmond Department of Children and Youth (RDCY) ........................................................................... 7 Community Needs Assessment (CNA) Guiding Principles ........... ........................................................ 8 Learning Questions ............................................................................................................................................... 8 Funding Allocations Available by RFCY 2021-2024 Strategies............................................................. 9 II. Application Process .......................................................................................................... .... 10 Eligibility ................................................................................................................................................................. 10 Funding Amounts................................................................................................................................................ 15 Applying for Funding ......................................................................................................................................... 18 Pre-Proposal Meetings, Training, & Technical Assistance ................................................................... 19 Important Dates ................................................................................................................................................... 20 Additional RFCY Resources ............................................................................................................................. 20 III. Funding Priority Areas for FY 2021-2024 .......................................................................... 21 Priority 1: Support Behavioral Health: Mental Health and Wellness for Children and Youth 23 Priority 2: Provide Education Support and Employment/Training Support so that Youth Can Move to College and Career ..................................................................................................... 25 Priority 3: Support Out-of-School Time, After-school, Sports and Enrichment ........................... 27 Priority 4: Expand Youth Violence Prevention Efforts ............................................................................ 29 Priority 5: Strengthen Access to Basic Needs ........................................................................................... 31 Priority 6: Strengthen Access to Guidance and Information about Resources Available for Children and Youth ...................................................................................................................................... 33 IV. Proposal Instructions ........................................................................................................ .. 35 Step 1: Agency and Proposal Information ................................................................................................. 36 Step 2: Proposal Narrative ............................................................................................................................... 37 Step 3: Budget ...................................................................................................................................................... 40 Step 4: Required Documents .......................................................................................................................... 43 Step 5: Proposal Submission & Acknowledgement ............................................................................... 45 V. Funding Recommendations and Contract Negotiation .................................................... 47 Rejection of Proposal Elements .................................................................................................................... 47 Proposal Review Process ................................................................................................................................. 47 Evaluation of Proposals .................................................................................................................................... 49 Contract Negotiations ....................................................................................................................................... 50 Contract Award .................................................................................................................................................... 51

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 3 Appendix A: Proposal Template ................................................................................................ 53 SECTION 1 – AGENCY AND PROPOSAL INFORMATION ...................................................................... 53 SECTION 2 –NARRATIVE ..................................................................................................................... 54 Appendix B: Demographic Projections Table(s) ...................................................................... 58 Appendix C: Activity and Operations Projection Table(s) ....................................................... 59 Appendix D: Budget Template ............................................................... .................................... 63 Appendix E: Letter of Agreement (LOA) Sample ..................................................................... 64 Appendix F: Compliance with City Council Policies and Applicable Laws ............................. 65

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 4 I. Introduction

REQUEST FOR PROPOSALS OVERVIEW
This Request for Proposals (RFP) is being issued by the City of Richmond, Department of Children and Youth (RDCY) for the Richmond Fund for Children and Youth (RFCY). This RFP aims to solicit program proposals from non-profit organizations and public agencies to provide services to children and youth from birth to 24 years old in Richmond and Unincorporated North Richmond.

Voluntary Pre-Proposal (Bidders Conference) Meeting Date and Time:

In order to provide information regarding the RFP, the RDCY will host two virtual pre-proposal conferences for interested applicants. A video of the pre-proposal meeting will be available on the RFCY grants webpage at www.ci.richmond.ca.us/RFCYGrants by January 21, 2022.  Monday, January 10, 2022, from 6:00 p.m. to 7:30 p.m.  Tuesday, January 11, 2022, from 2:00 p.m. to 3:30 p.m. Deadline for Questions: Friday, January 21, by 5:00 p.m., by email to the Project Manager, Patrick Seals at [email protected].

Proposal Submittal Deadline Date and Time: Monday, February 7, 2022, by 2:00 p.m.

Proposal Submission: Proposals must be submitted online at www.ci.richmond.ca.us/RFCYGrants
The Grantee shall be required to comply with all applicable City programs and policies. Details are presented in this RFP and will be discussed at the pre-proposal meeting. Applicants who wish to participate in the RFP process are recommended to register, visit, and review the:

1. Richmond Fund for Children and Youth (RFCY) Grant Program Listserv

2. BidsOnline System

3. RDCY webpage
The links above will allow interested applicants to receive addenda, updates, announcements, and notifications relevant to the RFP and other contracting opportunities. If you have any questions, please email [email protected].

Contact Information: The following City staff are available to answer questions regarding this RFP: Patrick Seals at (510) 620-6523 or [email protected] (email preferred) and Guadalupe Morales at [email protected] (email preferred)

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 5 II. Richmond Fund for Children and Youth (RFCY) Introduction The Richmond Fund for Children and Youth (RFCY) is pleased to release the 2021-2024 Request for Proposals (RFP) to solicit program proposals from non-profit organizations and public agencies to provide services to children and youth in Richmond and North Richmond, California.

We look forward to the opportunity to collaborate with strong community agencies to best serve the needs of Richmond’s children and youth.

This RFP covers the six priority areas outlined in the 2021-2024 Strategic Investment Plan, which was developed through an extensive community engagement process and can be found on RFCY’s grant webpage (http://www.ci.richmond.ca.us/RFCYGrants). All applicants are strongly encouraged to read the 2021-2024 Strategic Investment Plan in addition to this RFP before starting the application process.

Grants awarded through this RFP process will be for an initial one-year period, July 1, 2022 to June 30, 2023 (FY 2021-2022), and may have the ability of renewal for up to one additional one- year periods between July 1, 2023 to June 30, 2024, contingent on past year’s grant performance and availability of funds. The total projected amount available for FY2022-2023 grant awards through this RFP is approximately $1.62 million. The available funds for grants in years two and three will increase based on the funding allocations outlined in Article 15, Section 2 of the Richmond Charter.

The Richmond Fund for Children and Youth
On June 5, 2018, Richmond voters approved Measures E and K, known as the Richmond Kids First Initiative, which approved a City of Richmond charter amendment (Article 15) to:
 Create a Richmond Department of Children and Youth (RDCY),  Establish the Richmond Fund for Children and Youth (Fund) which requires that a portion of the City’s General Fund be set aside to fund youth programs and services,  Establish a 15-member Oversight Board,
 Conduct a Community Needs Assessment (CNA), and
 Develop a three-year Strategic Investment Plan (SIP) which guides a 3-year grant-making process.
Per the ballot measure’s Statement of Purpose, “Children, youth and young adults under the age of 24 comprise approximately 35% of the City of Richmond’s overall population, and young people i n R i c h m o n d e x p e r i e n c e e x t r e m e l y h i g h r a t e s o f v i o l e n c e , t r a u m a, poor health and social outcomes, and stress.”
Richmond and North Richmond’s children and young people demand consistent and equitable access to healthy, safe, supportiv e, and inspiring environments a t home a nd i n co mmuni t y to foster their learning, growth, empowerment, and fulfillment.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 6 The Fund was set up to provide a dedicated funding source to help address some of the issues facing Richmond’s young people and will be maintained separate and apart from all other City funds. At the time of the City’s budget adoption, the City is required to set aside a portion of the annual actual unrestricted general purpose revenues to be transferred in the amounts specified below:
 For Fiscal Year 2021-2022, set aside for the Fund is an amount equal to one percent (1%) of the City’s annual actual unrestricted general purpose revenues  For Fiscal Year 2022-2023, set aside for the Fund is an amount equal to two percent (2%) of the City’s annual actual unrestricted general purpose revenues  For Fiscal Year 2023-2024, and each fiscal year thereafter through Fiscal Year 2027-2028, set aside for the Fund is an amount equal to three percent (3%) of the City’s annual actual unrestricted general purpose revenues

The Fund aims to support programs that focus on community-based initiatives and interventions that improve the community institutions and environments that our children and young people interact with and navigate daily.

Goals of the Richmond Fund for Children and Youth
Per the Charter, the Fund will support services for young people that fulfill the following goals:
 To ensure that Richmond’s children, youth, and young adults are physically, emotionally, mentally, and socially healthy, educated, successful in school, and live in stable safe and supported families and communities
 To increase safety for children, youth, young adults, their par ents/guardians, families and the communities in which they live by preventing problems and e nhancing the strengths of children, youth, young adults and their families
 To ensure young people are provided with gender responsive, tra uma-informed, population specific and culturally competent services
 To strengthen collaboration among public agencies and community -based organizations around shared outcomes among all service providers for children, youth, young adults and their parents/guardians
 T o e n s u r e a n e q u i t a b l e d i s t r i b u t i o n o f r e s o u r c e s t o a l l o f R i c hmond’s young people in recognition of the importance of investment in their futures fr om birth through young adulthood
 To fill gaps in services and leverage other resources whenever feasible

More information is available online from the Richmond Fund for Children and Youth website at www.richmondyouth.org.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 7 Richmond Department of Children and Youth (RDCY)
The purpose of the Department is to facilitate the allocation of funds for youth-serving organizations by administering an open and fair application process that is in compliance with the policies adopted by the RFCY Oversight Board. Furthermore, RDCY supports the Oversight Board in the development of a Strategic Investment Plan and conducts a community needs assessment.

RDCY roles and responsibilities include but are not limited to:
 Administrator: Administering the grant program in alignment wit h Measures E & K and Oversight Board direction
 Advocate: Working to advocate for services and adequate funding for children and youth supported by this Fund
 Collaborator: Collaborating with v a r i o u s g o v e r n m e n t a l , f a i t h - b ased, community-based organizations, and philanthropy t o s u p p o r t w o r k i n t h e c o m m u n i ty and ensure that children and youth needs are met
 Convener: Holding space for City interdepartmental meetings, as w e l l a s c r o s s - e n t i t y meetings to discuss service delivery, opportunities for collaboration, etc.  Evaluator: Developing and implementing a process to evaluate an d / o r s u p p o r t t h e evaluation of grantees, the gran t process, collaborative work w ith other entities, and the p r o g r a m . R D C Y w i l l h e l p c o l l e c t a n d a n a l y z e m e a n i n g f u l d a t a a n d u s e t h e e v a l u a t i o n process to document the collective impact of the Fund.  Funder: Developing and administering the grant program in align ment with the Community Needs Assessment and Strategic Investment Plan  Supporter: Providing support to the Oversight Board (e.g., assi st with recruitment, retention, development, training, agenda setting, meeting facilitation, etc.)

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 8 Community Needs Assessment (CNA) Guiding Principles
RDCY staff initiated a needs assessment and strategic planning process in 2020 that sought to honor community voice, and include a diverse range of youth and adults in order to develop a comprehensive, equitable investment plan that reflects community vision. The City committed to guiding principles for creating both the Community Needs Assessment (CNA) and the Strategic Investment Plan (SIP) as follows:

LEARNING QUESTIONS
The following guiding learning questions were developed to focus the CNA effort:
 What is working? What are the key assets for children, youth, a nd their families in Richmond and North Richmond?
 How are resources and services that support youth currently dis persed? What are the gaps?
 What are the barriers to accessing current and future services?  What resources do families in Richmond and North Richmond need to thrive?  Which families need these resources the most?
 What are the needs of the most hard-to-reach groups?

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 9 Funding Allocations Available by RFCY 2021‐2024 Strategies The following chart provides a summary of projected allocations for all priority areas, based on an estimated $1.6 million in total available grant funding for FY 2022-2023. For more comprehensive strategy summaries and guidelines, please refer to the Priority Areas for FY2021-2024 section of the RFP and the 2021-2024 Strategic Investment Plan, which can be found on RFCY’s website (www.richmondyouth.org).

Estimated % of
Total Funds
Priority Area 1:  20%
Behavioral Health: Mental Health and Wellness ($320,000)

Priority Area 2:  20%
Education Support and Employment/Training Support  ($320,000)

Priority Area 3:  20%
Out of School, After‐School, Sports and Enrichment ($320,000)

Priority Area 4:  20%
Youth Violence Prevention ($320,000)

Priority Area 5:  10%
Access to Basic Needs ($170,000)

Priority Area 6:  10%
Information, Guidance, and Case Management ($170,000)
Total Estimated Funding in FY 2022‐2023:  $1.62
Million

Once grant award decisions are finalized, the allocation amounts, as shown above, may vary slightly depending upon the type and number of grant applications submitted and grants awarded in each priority area. Also, it is important to note that per the Charter, any change in an approved SIP, which could include the priority areas and allocations, shall be based on the community needs assessment and input from the community.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 10 II. Application Process

Eligibility
Entities eligible to receive funding shall be public agencies and non-profit community-based organizations, including organizations with a non-profit fiscal agent, that serve children, youth and disconnected transitional-aged young adults. For-profit agencies are not eligible for funding. An applicant that is a community-based organization must be tax-exempt under section 501(c)(3) of the Internal Revenue Code.

Location: Entities eligible to receive funding include those (1) located outside but in close proximity (approximately 15 mile radius) to Richmond to the extent that those entities serve children, youth and disconnected transitional-aged young adults who reside in Richmond or unincorporated North Richmond, and (2) located in Richmond or unincorporated North Richmond that serve children, youth, and disconnected transitional-aged young adults in Richmond or unincorporated North Richmond, regardless of the residence of the children or youth.

Collaboration: Article 15, Section 5b of the Charter states that the Fund shall not fund the following services or types of expenditures: services provided by the West Contra Costa Unified School District, Richmond libraries, Office of Neighborhood Safety, Richmond Promise College Scholarship Program, Richmond Housing Authority and Youth Works, except for collaborations between the above mentioned entities and community-based organizations and programs that meet the goals and eligible uses of the Fund.

Collaboration Definition:

For the purposes of this RFP, collaboration between the entities listed in Article 15, Section 5b of the Charter (entities)1 and a community-based organization (CBO) is defined as cooperation between the entity and the CBO that includes at least one of the following activities: (1) seeking input from the CBO on how services provided can best respond to community needs (e.g. needs of children, youth, and young adults) OR (2) working together to plan or coordinate services. Collaboration can include, but does not require the joint delivery of services or a formalized agreement. The nature of the collaboration can be described in the entity’s application for funding and does not require a joint application between the entity and the CBO.

Youth Voice: It is expected that eligible organizations that apply for funding will clearly demonstrate how youth voice, perspective, and input is central in the proposed program design, development, outreach, and/or implementation.

1 Entities included in Article 15, Section 5b include West Contra Costa Unified School District, Richmond libraries, Office of Neighborhood Safety, Richmond Promise College Scholarship Program, Richmond Housing Authority and Richmond YouthWORKS.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 11 FISCAL SPONSORS
Organizations (other than public agencies) that do not have 501(c)(3) status must apply using a fiscal sponsor. In this case, the fiscal sponsor is the applicant and, if a grant is awarded, would be the organization that contracts with the City of Richmond and is legally liable for all aspects of the contract including program implementation, fiscal management, and communication with the City regarding subgrantee or fiscal partner activities.

The fiscal sponsor would be expected and authorized to oversee and manage all aspects of the contract including finances and to monitor and ensure implementation of program activities of contracted or collaborating agencies. An eligible public agency must apply on its own behalf and may not use a fiscal sponsor.

USE OF FUNDS
The City shall only use monies from the Fund for services provi ded to:
 Children (birth to 12) and youth (ages 13 to 17) and their care givers,  Disconnected transitional-aged young adults (ages 18 to 24 year s) who are most impacted by harm, inequity and lack of access to support and se rvices and, when relevant, their caregivers, or
 As part of programs that predominantly serve children, youth an d disconnected transitional-aged young adults within those ages and their caregivers.

The populations that are prioritized by the Fund included but a re not limited to:
 System-involved young people;
 Young people who have been pushed out of school;
 Young people who themselves or whose families are homeless or t hreatened by homelessness;
 Young people living in poverty;
 Immigrant and undocumented children, youth and families;  Lesbian, Gay, Bisexual, Transgender and Queer (LGBTQ) children, youth and families;  Teen parents and families, including single mothers;
 Young people with poor physical, mental, emotional and behavior al health outcomes and disabilities;
 Families with children and youth who are impacted by the crimin al justice system and/or who have family members who are incarcerated; and/or  Families with children and youth who are involved in or transit ioning from the foster care, juvenile justice, criminal justice or special education s ystems.

Funds may NOT be used for:
a. Services provided by the Police Department, Sheriff, other law enforcement agencies, Courts, District Attorney, Public Defender, City Attorney or Fi re Department; detention or probation services mandated by state or federal law; or publ ic transportation, except to the extent that transportation may be needed to access eligi ble services supported by the Fund;
b. Services provided by the West Contra Costa Unified School Distr ict, Richmond libraries,

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 12 Office of Neighborhood Safety, Richmond Promise College Scholar ship Program, Richmond Housing Authority and YouthWORKS, except for collaborations between the above-mentioned entities and community-based organizations and programs that meet the goals and eligible uses of the Fund (see Eligibility section for definition of collaboration – entities listed in this section can apply as a collaborative or single entity as long as the definition of collaboration is met);
c. Any service that primarily benefits adults over 24 years; d. Any service for which a fixed or minimum level of expenditure i s mandated by state or federal law, to the extent of the fixed or minimum level of exp enditure; e. Acquisition of any capital item not for primary and direct use by children or youth; acquisition, other than by lease for a term of ten years or les s, of any real property; or maintenance, utilities or any similar operating costs of any fa cility not used primarily and directly by children or youth, or of any recreation or park facility, library, or hospital;
f. Capital expenditures for housing, or rent subsidies; g. Primary and specialized medical and direct mental health services; however, prevention, education, and other behavioral and mental health s upport services are eligible for funding;
h. Income supports that supplant state or federal benefits or post -secondary tuition assistance;
i. Political campaigning or lobbying;
j. Subsidization of existing contracts;
k. Repayment of existing debt or pre-existing tax liens or obligations; l. Advancement of certain sectarian, politically partisan, or religious projects (grant funds should be used for specific programs and not to advance the causes of any of the stated group);
m. Legal, loan, or bank fees;
n. A project or program which is clearly intended for commercial gain; o. A project or program that occurs before or after the grant award period; or p. For businesses established for personal benefit or profit.

TYPE OF APPLICANTS
Small and Emerging Applicants
The Small and Emerging designation focuses on smaller organizations and assists grass root organizations to be funded by RFCY. Organizations in this category may have recently received their 501(c)(3) status, after having been fiscally sponsored. If the organization does not have 501(c)(3) status, it must apply using a fiscal sponsor. If the organization has 501(c)(3) status, it may still choose to use a fiscal sponsor.

If the organizational budget is under $250,000 in the current or most recent fiscal/calendar year, not including the RFCY grant request, an organization must identify/apply as a Small and Emerging Applicant. RFCY staff will utilize audited or reviewed financials, 990s and/or 990Ns, and/or income statements to confirm the applicant’s budget for placement in this category. If an organization utilizes a fiscal sponsor, the fiscal sponsor budget will not be used to determine the

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 13 proper designation. However, the City will still enter into the grant agreement with the fiscal sponsor in the event a grant is awarded.

Entities listed in Article 15, Section 5b of the Charter may apply as a single entity in this category as long as they demonstrate that they have met the definition o f collaboration as defined in this RFP (see Eligibility section, page 10).

Single Agency Applicant
A Single Agency Applicant is one agency applying for RFCY funding. This applicant is also referred to as the lead agency and will be the agency that contracts with the City of Richmond.

Applicants in this category have an organizational budget over $250,000, not including the RFCY grant request. RFCY staff will utilize financial documents to confirm the applicant’s budget for placement in this category.

Entities listed in Article 15, Section 5b of the Charter may apply as a single entity in this category as long as they demonstrate that they have met the definition o f collaboration as defined in this RFP (see Eligibility section, page 10).

Collaborative Applicants
Through this grant program, the City strongly encourages applicants to collaborate with other organizations. Collaboration is a mutually beneficial relationship to meet a common goal.

Collaboration can come in many forms, from information sharing to joint programming. It can help organizations reduce redundancy in service sectors, leverage resources, share strengths, and increase efficiencies. RFCY strongly encourages collaboration between nonprofit and public entities to create and sustain collaborations that maximize the cost-effectiveness and quality of service delivery.

A Collaborative Applicant must consist of two or more agencies, each contributing substantially toward a mutual goal, where at least two of the agencies are proposing to receive RFCY funds.

Substantial participation includes providing direct services, and/or planning and coordinating services, and/or having equal collaboration in decision making around program design and/or implementation. No one agency should receive more than eighty percent (80%) of the funding.

When completing budget documents, please make clear how funding will be allocated between collaborating organizations.

The lead agency of a Collaborative will be the agency that contracts with the City of Richmond.

Collaboratives must choose a lead agency that has the fiscal and management capacity to support the other collaborating organization by issuing payments in a timely and professional manner. All collaborative organizations of a collaborative must have the capacity to provide services as presented in the proposal.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 14 The Collaborative should examine how the involvement of other collaborating organizations will be best coordinated within the model. RFCY will not consider lead agencies that act simply as a fiscal pass through. All agencies, schools, and/or program sites must be active parts of program implementation.

Entities listed in Article 15, Section 5b of the Charter may apply as part of a Collaborative applicant in this category.

NUMBER OF APPLICATIONS
Understanding that entities are diverse in their program offerings, an entity can submit more than one (1) but no more than three (3) proposals as a lead agency requesting funding, as long as the proposals are requesting funding for programming that is substantially different.

Substantially different programming is defined as having a different priority area OR program design OR staffing OR program location OR target population receiving services.

Applicants may submit separate proposals for their own program and be part of a Collaborative proposal as long as the proposals are substantially different. Applicants may not receive funds as a single agency and as part of a Collaborative for the same program. Applicants may submit substantially different proposals within the same priority area.

Applicants may not submit the same proposal more than one time to different RFCY priority areas. Select the most appropriate priority area that best aligns to your program, and submit only one request proposal for the proposed program.

Please note that the reviewers will look closely at and/or take into consideration the ratio between your organization’s total requests and your organization’s overall current year budget when determining grant awards. It is STRONGLY recommended that organizations do not submit grant requests that equate to more than 40% of their overall organizational budget.

Public agencies are able to submit separate proposals per depar tment and/or division, as long as the departments and/or divisions are substantially different in the services that they provide to the community and have separate and distinct budgets.

Special Note: Entities listed in Article 15, Section 5b of the Charter may apply as a Collaborative Applicant with a formalized agreement AND may also apply as a single agency in which they demonstrate collaboration between their organization and a community-based organization (no formalized agreement required).

These entities include West Contra Costa Unified School District, Richmond libraries, Office of Neighborhood Safety, Richmond Promise College Scholarship Program, Richmond Housing Authority, Richmond YouthWORKS.

Special Note: If City Richmond Department(s) and/or Division(s) are awarded grants, the proposed program and funding award must meet the requirements as set forth in Article 15 of Section 5(J) and Section 6 of the City of Richmond Charter.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 15 Funding Amounts

FUNDING PARAMETERS
Each grant award amount will depend on the frequency of service, the amount of service, the number of service sites, the number of children and families served, the proposed staffing, and the range and depth of expertise provided. Please use the following funding parameters as a guide to determine how much funding is appropriate and allowed.

Small and Emerging Applicants
 A Small and Emerging applicant may apply for between $30,000 and $100,000.  No more than 20% may be allocated to indirect costs, calculated as a percentage of the total grant request.
 Agencies may submit more than one grant request. However, Small and Emerging Applicants are advised to limit their total and/or combined RFCY requests to no more than 40% of their current year overall organizational budget excluding current RFCY funding request(s).

Single Agency Applicant
 Single agency applicants may apply for between $40,000 and $150,000.  No more than 20% may be allocated to indirect costs, calculated as a percentage of the total grant request.
 Agencies may submit more than one grant request. However, Single Agency Applicants are advised to limit their total and/or combined RFCY request(s) to no more than 40% of their current year overall organizational budget excluding current RFCY funding request(s).

Collaborative Applicant
 Collaboratives may apply for between $50,000 and $200,000.  No more than 20% may be allocated to indirect costs, calculated as a percentage of the total grant request.
 Agencies may submit more than one grant request. However, Collaboratives are advised to limit their total and/or combined RFCY request(s) to no more than 40% of the lead agency’s current year overall organizational budgets excluding current RFCY funding request(s).

Example: A Small and Emerging organization with an annual budget of $200,000 could request one or more grants for a maximum RFCY award of $80,000.

Example: A Single Agency organization with an annual budget of $420,000 or more could request one or more grants for a maximum RFCY award of $168,000.

Example: A lead agency in a Collaborative with an annual budget of $570,000 or more could request one of more grants for a maximum RFCY award of $228,000.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 16 SUMMARY TABLE BY APPLICATION TYPE

Small and Emerging
(Budgets under $250,000)
Single Agency
(Budgets over $250,000) Collaboratives
Minimum
Grant
Request
$30,000 $40,000 $50,000
Maximum
Grant
Request
$100,000 $150,000 $200,000
Maximum Award per
Organizational
across all application
areas2

$100,000

$150,000

Maximum
Indirect
Rate
20% 20% 20%
Minimum
Match
Requirement
15%
of RFCY grant request
15%
of RFCY grant request
15%
of RFCY grant request
Financial Statements See Information and Requirements Below

Financial Statements
All financial statements (i.e., audited/reviewed financials or 990s/990Ns or income statements) must be from no later than 2018. If an applicant is a public agency, other than the City of Richmond, the applicant must submit proof of the existence of an independent audit. If applying with a fiscal sponsor, the applicant must submit the fiscal sponsor’s financial statements.

If your agency is in the process of obtaining your audited OR reviewed financial statements, but the audit and financial statements will not be complete before the grant deadline, you will be able to submit proof of a contract with a Certified Public Accountant as part of your application submission. In the Agency and Proposal Information section of the proposal, provide a copy of your contract or engagement letter with a CPA as proof that an audit of your agency will be conducted, and include the expected date of completion as part of proof. All audited financial statements must be completed and delivered to RDCY by June 30, 2022 (electronic copy via email to [email protected]).

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 17 2This is a recommended amount and the Review Committee may consider the amount of funding received by organizations across priority areas.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 18 MATCHING FUNDS

1) Matching Funds refers to all program funding above the RFCY award that are necessary to provide the services at the proposed levels. Proposals must demonstrate, and if awarded will be held accountable for, raising and documenting funding that equals at least 15% of the RFCY grant award as a program match. This 15% match of RFCY program funding must be a cash or in-kind match that supports the proposed program.

2) Grantees may NOT use one RFCY grant as a match for another.

FUNDING PERIOD
This RFP represents a three-year grant cycle. The initial contract is for a one year period (July 1, 2021, through June 30, 2022) with the option to renew for two additional one-year periods based on available grant funds, satisfactory evaluation, grant monitoring reports, and overall grant performance. The second and third grant period will run from July 1, 2022, through June 30, 2023; and from July 1, 2023, through June 30, 2024. Selected applicants will not receive their first disbursement of funds until they submit all required contract documents. After all contract documents are received it takes approximately 6-8 weeks before the contract is executed.

Example: An organization is seeking $100,000 from RFCY to run a youth program. If awarded a $100,000 grant from RFCY, the organization would be held accountable for raising and documenting a minimum of 15% match of the grant award amount, which is $15,000.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 19 Applying for Funding

COMPLETING YOUR PROPOSAL
The RFCY application process is entirely online and must be completed and submitted through the online application system to be considered for funding. The online application will consist of the following elements:
1) Agency and Proposal Information
2) Proposal Narrative
3) Budget
4) Required Documents
5) Proposal Submission and Acknowledgement

The Proposal Instructions section will provide detailed instructions on completing the application, and the additional submission of forms required by the City of Richmond – Richmond Fund for Children and Youth. Be sure to read these instructions carefully.

Contact RDCY staff at [email protected] for all technical issues and questions regarding the online application system.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 20 Pre‐Proposal Meetings, Training, & Technical Assistance

PRE-PROPOSAL MEETINGS (BIDDERS CONFERENCES)
To provide general information and guidance to all potential applicants, RFCY will hold two virtual Pre-Proposal Meetings (Bidders’ Conferences). All potential applicants are strongly encouraged to attend one of the two pre-proposal meetings. A video of the pre-proposal meeting will be available on the RFCY grants webpage at www.ci.richmond.ca.us/RFCYGrants. The current dates and times are:
 Monday, January 10, 2022, from 6:00 p.m. to 7:30 p.m.  Tuesday, January 11, 2022, from 2:00 p.m. to 3:30 p.m.

OPPORTUNITY TO SUBMIT QUESTIONS AND GENERAL TECHNICAL ASSISTANC E BY EMAIL
General Technical Assistance (TA) and/or submission of general questions by e-mail begins January 1, 2022, and concludes January 21, 2022, at 5:00 p.m. E-mail TA and/or general questions to RDCY staff at [email protected]. Staff will answer questions about eligibility, funding parameters, and required information and documents for online submission. The assistance is not intended to provide professional advice on program design, feasibility, or other program development and implementation issues.

This TA is provided by email only. Frequently Asked Questions will be publicly posted to the RFCY webpage by 5:00 p.m. on January 31, 2022. No phone or in-person technical assistance will be provided. RDCY staff will aim to provide a response to the TA Request within two (2) business days.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 21 Important Dates
These dates are tentative and subject to change:

Date
Request for Proposals (RFP) Released December 27, 2021

Pre-Proposal Meetings
Virtual/Video Conferencing
Monday, January 10, 2022
6:00 p.m. to 7:30 a.m.

Tuesday, January 11, 2022
2:00 p.m. to 3:30 p.m.

Questions Due by E-mail January 21, 2022, 5:00 p.m.

Frequently Asked Questions Published January 31, 2022, 5:00 p.m.

Online Proposals Due
Monday, February 7, 2022, by 2:00 p.m.

An online receipt will be produced in the
form of an email upon submission.

Proposals submitted after the deadline will
not be considered for review.

Oversight Board and City Council Approves
Recommendations for Funding May 2022
Contracting and Negotiations Begins June 2022
Program Year July 1, 2022 – June 30, 2023

Additional RFCY Resources
The following documents can be found on the RFCY website at www.ci.richmond.ca.us/RFCYGrants
 RFCY 2020 Community Needs Assessment
 RFCY 2021-2024 Strategic Investment Plan
 RFCY Contract Documents

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 22 III. Funding Priority Areas for FY 2021‐2024
The Community Needs Assessment (CNA) process provided an overview of current data and findings related to children, youth, and their families in Richmond, and North Richmond, California – specifically as related to the focus of the Richmond Fund for Children and Youth.

Community input was gathered through focus groups and interviews with youth, parents/guardians and providers, surveys, forums, and the review of multiple reports and secondary data resources. The CNA, which guided the development of the Strategic Investment Plan (SIP), identified six priority areas for investment. Priorities were identified by synthesizing these data sources and surfacing issues that were raised across multiple groups and subgroups and within the framework of the legislation informing the Richmond Kids First Initiative.

The six priority areas were then assigned a percentage allocation based on considerations of the urgency of the need and potential for equity impact. The priority areas, not listed in order of importance, are as follows:

PRIORITY AREAS Estimated % of
Total Funds

1. Behavioral Health: Mental Health and Wellness 20% = $320,000

2. Education Support and Employment/Training Support 20% = $320 ,000

3. Out of School Time, After-School, Sports, and Enrichment 20% = $320,000

4. Youth Violence Prevention 20% = $320,000

5. Access to Basic Needs 10% = $170,000

6. Information, Guidance and Case Management 10% = $170,000 Total Estimated Funding in FY 2022-23 100% = $1.62M

The approved SIP will guide RDCY’s three-year grant cycle between 2021 and 2024. The second round of grant funding for Fiscal Year 2022-2022 (July 1, 2022 – June 30, 2023) is estimated to total approximately $1.62 million (based on the City’s Fiscal Year 2021-22 revenue amounts). Estimated funding is approximate for the priority areas. The available funds for grant awards in years two and three of the SIP will increase based on the funding allocations outlined in the Charter.

Cross-Strategy Approaches
The SIP provides further information related to these priorities and begins to detail options regarding programming, approaches and populations that will benefit from investment. There were also several approaches identified related to programming that could cross several of the six inter-related priority areas identified above. These cross-cutting approaches include but are not limited to:
 Trauma informed programming
 Healing

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 23  Caring adults participating in the lives of youth  Trusting relationships with providers
 Meeting children and youth where they are (e.g., school or neighborhood)  “Push in” supports rather than “opt in” supports for those hard to reach (e.g. reaching out to our most marginalized students)
 Valuing and recognizing identity while building belonging  Staffing programs with individuals with lived experience or cultural fluency who can effectively engage youth – “Have staff who can not only represent a culture but can be restorative and beneficial to the culture”
 Providing culturally competent programming and services which reflect the diversity of Richmond and North Richmond
 Improving translation and language equity
 Improving access by robustly sharing information out to the community  Equity in place
 Including and valuing youth voice in the design and implementation of programming There are numerous options for programmatic strategies identified under each priority, and it is likely that not all of them will be proposed or funded in this initial year of the Fund. RDCY is committed to using an equity perspective in its grant programs to ensure that the Fund fills gaps in services, provides resources to those populations that have been identified as under- resourced, and strategically contributes to meaningful results for children and youth.

Tip: The six priority areas that will be funded through this RFP process are listed in detail in the following section and additional information can be found in the RFCY Strategic Investment Plan at www.richmondyouth.org.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 24 Mental Health and wellness for Richmond and North Richmond children and youth clearly stood out in the Community Needs Assessment. The community has identified stress and trauma as an issue for children and youth in the community. Given the many health stressors in the community, there are children at risk of mental health and developmental impact given their exposure to “adverse childhood experiences.” At the same time, youth expressed that they have experienced depression. Programs that support mental health and wellness and that address mental health needs will help Richmond and North Richmond children and youth to thrive.

Included in this priority is mental health education which will be targeted toward reducing stigma and increasing understanding of mental health and wellness issues.

The issue of mental health and well-being was a concern across all of the focus groups that were conducted. This is particularly true for Black and Latinx residents who are disproportionately exposed to violence leading to long-term impacts on health and well-being. Trauma-informed programming, as well as behavioral and mental health programs, emerged as a significant need for children, youth, and families along with the need for that programming to consider the rich diversity of residents, many of whom have are experiencing the trauma of the constant threat of family deportation, violence in the community, discrimination and more. Also, the need for culturally fluent approaches is central to filling this gap as many of Richmond and North Richmond’s children, youth, and families come from non-western cultures where there may be barriers and stigma attached to western approaches to mental health and wellness programming.

Options for Supported Programming

 Integrate behavioral health strategies into programming that support mental health and wellness
 Provide a “safe space” and support mental health along with social and emotional well- being for young children and youth
 Provide supportive relationships, including counseling and support for children and youth
 Strengthen school-based and group programming (e.g., anxiety or anger management)  Diversify access (e.g., by opening access to short-term needs and those not being served)
 Address trauma and support healing skills
 Behavioral and mental health education for children, youth, and families; build access and openness to receiving support
Priority 1: Support Behavioral Health: Mental Health and Wellness for Children and Youth

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 25 Priority Populations

 Disconnected youth
 Young people who themselves are homeless, or whose families are homeless or threatened by homelessness
 Young people living in poverty
 Immigrant and undocumented children and youth
 LGBTQ+ children, youth, and families
 Youth who have experienced trauma
 Young people with poor physical, mental, emotional, and behavioral health outcomes

Desired Results

 Increased access to mental or beh avioral health programs and se rvices (Indicator:
number of unique and new participants)
 Decreased stigma about receiving mental health services  Reduced reliance on substances to deal with mental and behavioral health issues  Increased awareness of available mental or behavioral health services

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 26 Richmond and North Richmond youth participating in the Community Needs Assessment consistently expressed the desire to be successful in school and go on to college or employment. In the 2019 Richmond Community Survey, residents were asked what areas the City should prioritize in order to best support young people in Richmond. Education and Job Training received the highest response rate with 82% of respondents (308 responses) selecting this as a priority1.

In the Community Needs Assessment, participants also identified the need for programs that support children and youth along their journey toward educational success, college, career, and employment. These needs emerged across surveys, focus groups, forums, and other sources.

Richmond and North Richmond children and youth want the chance to excel in school and career. There was a strong desire for more tutoring, broader college access programs, and extra support for those who may be struggling with a range of barriers such as transitional age youth (TAY) or new immigrants arriving as unaccompanied minor children. The latter is also an example of a group that needs accelerated or intensive language learning support.

Many older youth participants wanted support in moving toward employment and identified the need to learn more about employment requirements and career options via mentoring, internships, and, in some cases, job skills training as key to their success.

It is also notable that reliable access to resources such as high-speed internet and computer equipment, such as tablets, has become even more important in the current distance learning environment. Participants often pointed to disparities between nearby, wealthier districts outside of Richmond and North Richmond that are better resourced and have programs, tools, and infrastructure that allow for students to excel.

Options for Supported Programming

 Programs that improve educational outcomes for high-need young children  Targeted educational support (e.g., tutoring, language, homework assistance) for children and youth facing multiple challenges in moving forward to post-secondary education and employment (e.g., populations such as unaccompanied minor immigrants, system involved youth, or very low-income students)  Career and college exposure at earlier ages (e.g., middle school programs)  Internships to provide experience, skill building and exposure for youth

1 National Research Center and ICMA, The National Community Survey, Richmond, CA Technical Appendices, 2019 Priority  2:  Provide  Education  Support  and  Employment/Training  Support  so that Youth Can Move to College and Career

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 27  Outreach and strategies directed to disconnected youth and systems-impacted youth who are not engaged in community programming
 Expand access to West Contra Costa Unified School District (WCCUSD) career readiness resources to students not in pathways

Priority populations

 Youth of color
 System involved young people and transitional-age youth (TAY)  Disconnected youth
 Young people who themselves are homeless, or whose families are homeless or threatened by homelessness
 Socioeconomically disadvantaged children and young people  Immigrant and undocumented children and youth
 Students with disabilities
 Youth from under-resourced neighborhoods (e.g., North Richmond, Iron Triangle) Desired Results

Education Support
 Increased access to early learning
 Kindergarten readiness
 Improved third grade reading levels
 Improved school attendance
 Improved High School graduation rates
 College entry and success rates
 Reduction in chronic absenteeism
 Black and Latinx college enrollment and persistence

Employment
 Increased numbers of youth with work experience opportunities  Increased numbers of youth accessing career and college  Increased knowledge of programs
 Increase in earnings/income for youth and young adults

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 28 This strategy builds on and expands available out-of-school and afterschool programming.

Participation in afterschool and out-of-school programs is linked to better academic outcomes.

For Richmond and North Richmond’s priority populations, targeted afterschool programming could improve their chances of completion and success in school as well as their connection to caring adults. Programs must be provided in a safe space with safe access for students.

Low-cost or no-cost out-of-school and after-school sports and enrichment programming scored high as both desired and needed for youth to thrive across groups. Sports were a popular suggestion as were outdoor activities such as gardening and hiking. The arts (music, dance, visual arts were all mentioned) were very often mixed in with responses to sports but were also often singled out as highly desirable. This is in addition to culturally relevant arts and other programming to help them to build awareness, strengthen self-esteem, and create a sense of belonging. Some groups stated there were few or no respectful and safe spaces to be with others like them. Existing after-school resources should be leveraged so that funding from the Fund could bring in those not participating and engage students who have barriers to participation.

Options for Supported Programming

● Programming that meets specific needs of children and youth at their age and stage ● Support youth voice to support diverse programming for students in later grades to develop their strengths and interests
● Free or very low-cost programming
● Funding to also engage parents to understand barriers to participation ● Enrichment programming (e.g., music & arts, science & technology, sports & recreation) ● Culturally relevant and fluent programming
● Academic support such as tutoring, homework support, etc. ● Outdoor programming
● Accessible programming for students with disabilities ● Youth development and leadership opportunities for positive youth engagement

Priority Populations

This could include all of the priority populations and programs should be targeted toward including these hard to reach/underserved groups:

● Young people living in poverty
● Immigrant and undocumented children and youth
● Young people with poor physical, mental, emotional, and behavioral health outcomes Priority 3: Support Out‐of‐School Time, After‐school, Sports and Enrichment

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 29 ● Children with disabilities
● Students experiencing homelessness
● Students who are not engaged in out-of-school extracurricular activities ● Students at schools with high levels of free and reduced lunch ● Students in very high need locations
Desired Results

 Expanded access to out-of-school, after-school, sports, and enrichment programming (Indicator: number and demographics of unique participants)  Increased learning opportunities year round
 Increased and more diverse offerings of culturally relevant programming  Increase in caring adult relationships
 Increased number of hours of academic support provided  Increased number of no-cost or low-cost/fully subsidized programs  Improved attendance

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 30 Priority 4: Expand Youth Violence Prevention Efforts

Violence in the community came up as a barrier to participation and even as a significant barrier to everyday activity for priority populations. Violence manifests itself in many forms including gun violence, domestic violence, and more. In the focus groups, youth stated they could not go to many places in Richmond and North Richmond out of fear and that they were frequently uncomfortable to go out with groups of friends when one of them did not feel safe in a particular neighborhood. Others participating in the needs assessment spoke of witnessing violence or dangerous spots in their neighborhood. Bullying is also a concern for children. In addition, some participants also reported the fear of gender-based violence as a barrier to movement and participation in the community.

The 2019 Richmond Community Survey asked residents what areas the City should prioritize in order to best support young people in Richmond. Violence prevention and response received the second highest response rate with 73% of respondents (275 responses) selecting this as a priority2. Other plans and reports including the 2019 Kaiser Community Health Needs Assessment and the North Richmond Quality of Life Plan also identified community safety as a priority.

Options for Supported programming

 Programs supporting healthy development for children  Mentorship and other programs for youth that feature a caring adult  Programs that support connection to after-school activities and reduce exposure to community risks
 Programs outside of school
 Peer-to-peer groups
 Whole family/parent support
 Anti-bullying programs
 Programs focusing on African American and Latino/Latinx youth  Youth skills programs: non-violent coping and communication skills  Street outreach and community norm changes
 Support for families experiencing domestic violence
 Access to programs that are “close to home” or that provide safety support or community travel support that reduces risk of violence for youth (e.g., transportation vouchers or programs located next to public transportation) Priority populations

 African American youth
 Latino/Latinx youth

2 National Research Center and ICMA, The National Community Survey, Richmond, CA Technical Appendices, 2019

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 31  System-involved young people
 Young people who have been pushed out-of-school
 Young people living in poverty
 Children and youth who are impacted by the criminal justice system and/or who have family members who are incarcerated
Desired Results

 Reduction in the number of youths involved in criminal activity  Reduction in the numbers of youth homicides for those under 24 years of age  Reduction in the numbers of youth that perpetrate violence  Increase in the number of students who feel safe at school  Reduction in bullying
 Reduction in the number of children and youth that witness violence  Increase in services that support whole-family violence prevention

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 32 Priority 5: Strengthen Access to Basic Needs

The Community Needs Assessment identified that many Richmond and North Richmond children, youth, and their families were struggling and needed support with meeting one or more of their basic needs (e.g., housing, food, medicine, utilities, and transportation) for their families. For homeless participants, housing and wraparound support was identified. For transitional age youth, the need for assistance in supporting their own household after they turned 18 was mentioned. For immigrant children, the need for financial support for families who were often barred from working full-time was mentioned. Justice-involved youth suggested that they needed access to support that they said was often contingent on having been in Juvenile Hall. For some parents and youth who wanted to access particular programs, transportation was identified as a barrier.

Given that this planning work was conducted during the COVID-19 pandemic, basic needs issues were heightened beyond the norm. It is widely expected that many families will face ongoing economic hardship as the pandemic wanes and the economy moves toward recovery.

Options for Supported Programming

 Childcare support including childcare to provide relief to youth caring for siblings or parenting youth
 Meal and nutrition support
 Rental support
 Navigation of available basic needs resources
 Support for family resource centers
 Support for families with barriers to access
 Expanded homelessness prevention resources to identify and support children and youth at risk of homelessness in Richmond and North Richmond  Support for children and youth experiencing homelessness including coordination between outreach workers, after-school providers, schools, and shelter/housing resources

Priority Populations

 Young people who themselves are homeless, or whose families are homeless or threatened by homelessness
 Young people living in poverty
 Immigrant and undocumented children and youth
 Teen parents and families, including single mothers
 Families with children and youth who are involved in or transitioning from the foster care, juvenile justice, criminal justice, or special education systems

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 33 Desired Results

 Fewer children, youth and their families will experience homele ssness in Richmond and North Richmond
 Increased housing security
 Increased access to childcare
 Increased food security
 Increased access to services by mitigating financial or resource barriers  Improved transportation to service locations
 Increased access to high-speed internet and Wi-Fi
 Decreased rates of poverty in Richmond and North Richmond, part icularly for households of color

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 34 For children, youth, and families, there were a number of voices across the spectrum of youth residents that reported on how difficult it is to navigate the Richmond and North Richmond environment of youth services. Almost all community engagement activities during the Community Needs Assessment identified the need for support that would assist community members in understanding what resources were out there and whether they qualified to access them. Many of those surveyed said they did not access services because they did not know about them.

Young people expressed the need for help, including coaching or case management, in navigating the turn toward independence or the journey to college success. Case management, or at the very least, guidance from a caring adult, is needed so that children, youth, and their families can understand and access the services available. Parents and guardians need more support with understanding what was offered and how to make the best use of these programs and services for their children. Information and case management was also mentioned as critical to individuals experiencing homelessness that were in need of successfully regaining housing.

This information needs to be in multiple languages with extra effort to reach marginalized children, youth, and their families.

Options for Supported programming

 Fund the creation and hosting of an inclusive web resource that can provide robust information on children and youth programming in multiple languages  Fund navigation support or case management for children, youth and their families who face complex challenges
 Support mentorship and guidance that helps disadvantaged children and youth with understanding and accessing resources that will move them forward on their path toward college and/or employment
 Social media strategies and outreach
 Provide resources and capacity for guidance and case management in programming for those who most need it
 Make sure that staff providing guidance and case management reflects the diversity of the clients

Priority 6: Strengthen Access to Guidance and Information about Resources Available for Children and Youth

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 35 Priority populations

This priority will support children and youth across Richmond and North Richmond inclusive of all priority populations.

 System-involved young people
 Young people who have been pushed out-of-school
 Young people who themselves are homeless, or whose families are homeless or threatened by homelessness
 Young people living in poverty
 Immigrant and undocumented children, youth, and families  LGBTQ+ children, youth, and families
 Teen parents and families, including single mothers; young people with poor physical, mental, emotional, and behavioral health outcomes, and children with disabilities  Families with children and youth who are impacted by the criminal justice system and/or who have family members who are incarcerated; and/or are involved in or transitioning from the foster care, juvenile justice, criminal justice, or special education systems. Desired Results

Information
 Increased access to information: (Indicators: Number of inquiries and posts on one stop shop platform)
 Increased access to information in multiple languages other than English (Indicator:

Increased number of requests for information that are made in other languages)  Increase in the number of children and youth and their families that are aware of programming and know how to access information needed to participate  Increased access to Wi-Fi connectivity
Navigation Support, Guidance, and Case Management
 Increase in number of case management spots available for high need youth or those with complex situations
 Increase in number of mentors available for high-need youth  Increased navigation support for youth who want to access post-secondary education or who are transitional aged youth moving to independence  Increased numbers of youth that have connection to caring adults  Increased number of programs or collaborations that offer wraparound services/programming targeted at high need youth

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 36 IV. Proposal Instructions
The RFCY application process is entirely online through the RFCY Forms CivicPlus website at www.ci.richmond.ca.us/RFCYGrants. All proposals must be completed and submitted through the online application system to be considered for funding.

To review the Proposal Narrative Template, Demographic Table, Activity and Operations Projections Table, and Budget Template sections of the RFP go to Appendices A, B, C, and D, or to access those documents, please go to www.ci.richmond.ca.us/RFCYGrants. The following outlines the steps necessary to submit a proposal:
 Step 1 – Agency and Proposal Information - Provide information specific to your agency and to the program your organization is requesting funding for, including the RFCY priority area aligned to the proposed program
 Step 2 – Proposal Narrative – Upload your proposal responses completed on the Proposal Narrative Template
o Demographics – Upload your Demographic Table that estimates the individuals projected to be served annually by your program
o Activity and Operations Projections – Upload your Activity and Operations Projection Table that summarizes the proposed programming by projecting the types of activities to be delivered by the program your organization is requesting funding for, and the hours and location of operations
 Step 3 – Budget – Upload a detailed program budget based on the Budget Template showing the RFCY funding requested and total program budget costs  Step 4 – Required Documents Upload
 Step 5 – Proposal Submission and Acknowledgements – Verify that the information is complete, all forms have been submitted, and submit the online proposal.

You may enter your application over multiple sessions. Remember to save often and log out when you have finished a session. Please review the elements of your application including all uploads before submitting. It is recommended that you wait until the entire application is complete before submitting each form. Once you submit, you will not be able to edit any of your work.

More information is provided on each of these steps on the following pages. Be sure to read these instructions carefully.

Questions about the content of the RFP can be directed by email to [email protected] . Questions by phone or in person will not be taken.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 37 Step 1: Agency and Proposal Information
Begin your application by completing the Agency and Proposal Information section.

Organizations may submit more than one (1) but not more than three (3) grant applications. If submitting more than one (1) application, organizations may apply for the same or different priority areas. Each application must be submitted separately. Please review the Application Process section of this RFP for additional information.

To complete the Agency and Proposal Information, provide the requested information via the online portal at www.ci.richmond.ca.us/RFCYGrants:
 Name of Organization or Lead Agency/Organization
 Fiscal Sponsor Information (if Applicable)
 Project Manager Information
 Program/Project Budget
 Type of Applicant
 RFCY Priority Areas

TYPE OF APPLICANT
Select whether the organization is applying as a “Small and Emerging Applicant”, “Single Agency“ or “Collaborative.” For collaborations, list the agency name for all collaborative organizations for the proposed program. For more information on types of applicants, please refer to the Eligibility section of this RFP.

RFCY PRIORITY AREA
Select the appropriate strategy under which the proposal is being submitted for funding consideration. You must select ONE priority area.

When you have finished with the Agency and Proposal Information section, move on to upload the Proposal Narrative, Demographics Table and Activities and Operations Projections Table, and Budget sections of the RFP.

Example: Organization ABC would like to apply as a Single Agency for the Access to Basic Needs priority area and as a Collaborative for the Youth Violence Prevention priority area.

Organization ABC must submit two separate applications for each and list the preferred priority area for each application.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 38 Step 2: Proposal Narrative
The Proposal Narrative must include the following elements, presented in the order listed below.

Reviewers will score the Proposa l Narratives based upon the ade quacy and thoroughness of the response to the RFP requirements and according to the following point system3:

Narrative Element Points
Program Summary (no points)
Agency History and Capacity 20
Program Design 35
Outcomes and Impact 25
Required Resources and Budget Request 20
TOTAL 100

 Including the responses in Section 1 and Section 2, the Proposal Narrative form shall be limited to ten (10) pages. This page limit is not inclusive of budgets, resumes, descriptions of work experience, or documents requested as part of the application, including Appendices B, C, and D.

 All submitted materials should be typed in a 12-point font size and a Serif or Sans Serif font style (e.g., Times New Roman or Arial). Applications must be easily r eproducible on a standard copying machine.

 All costs incurred in the preparation of an application are the applicant’s responsibility.

 Applications must be completed and submitted electronically at www.ci.richmond.ca.us/RFCYGrants by Monday, February 7, 2022, at 2:00 p.m.

Applications received after this date and time will not be considered and will not be eligible for review and scoring by the Review Committee.

For more information regarding scoring of the application, see the Evaluation of Proposals section.

3 This point system applies only to the scoring of the narrative  section. The scoring committee will use this score along with other criteria, including but not limited to service location, service to priority populations, strategic alignment, past performance, and reasonableness of budget and activities, when making funding recommendations.

Tip: RDCY recommends that organizations first draft their responses to the Proposal Narrative section in the template provided. Be sure to review your submis sions for accuracy, formatting, clarity and completeness prior to uploading your Proposal Narrative template.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 39 Proposal Narrative

PROGRAM SUMMARY (NOT SCORED)
Provide a clear and concise summary of your program. The summary should describe the program in terms of who will be served, numbers to be served, types of services, location and frequency of services, and the purpose of your program and outcomes to be achieved. This Program Summary will be used to describe the proposed program throughout the review process (100 word limit).

AGENCY HISTORY AND CAPACITY (20 POINTS)
1) Briefly describe your agency.
2) Describe your agency's experience providing the services proposed in your application.

Include information on years of service in the community being served, experience working with diverse communities and youth, and any collaboration with other organizations or systems of care.
3) Describe the staffing plan for your proposed program. Identify the person who will have primary responsibility for managing the program and discuss their experience managing similar projects and in similar communities. Provide information on how many people will be directly working on the project and their qualifications to work effectively with your target population. Resumes or other relevant work history documents that can substantiate experience can be uploaded online via the portal and will not count toward the page limit.

PROGRAM DESIGN (35 POINTS)
4) Identify the population that will be served in your program. How do you plan to recruit, engage, and retain children, youth, and/or caregivers in your services to reach your program’s goals?
a. In addition to responding to the prompt(s), also complete the Demographics Table found in Appendix B.
5) Describe the program and proposed services. Provide information on the program design, type of services, average length of participation, location of services (include the defined boundaries for each targeted neighborhood/geographical area), and how services will be delivered.
a. In addition to responding to the prompt(s), also complete the Activity and Operations Table found in Appendix C.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 40 6) What role will youth have in program design, implementation and/or evaluation, if any? For example, how will youth inform, consult, or collaborate with staff? 7) Who are the other organizations that will support the program? Identify the roles, responsibilities and functions of each organization. For Section 5b organizations only: How does your proposal demonstrate collaboration as required per the definition listed on page 10 of the RFP? 8) Please discuss how your proposed program that you are requesting funding for through this RFP has been or will be impacted by COVID-19. What have been the implications for the services you provide? How has or will your organization add ress those issues so that the program can continue to be offered?
OUTCOMES AND IMPACT (25 POINTS)
9) What are the needs that your proposed program is designed to address (provide data)? How will your program’s target population directly benefit from the proposed services? 10) Describe how your program will measure its performance impact and achievement of outcomes. What are the short-term outcomes, and what do you anticipate as the long- term impacts? What are the performance targets that will be met? How will you know that your program is successful?
11) List your program’s annual outcomes and performance for the past one to three years.

Explain any fluctuations in outcome and performance year-to-year.

REQUIRED RESOURCES AND BUDGET REQUEST (20 POINTS)
12) What are the total proposed annual program expenses for the 2021-2022 fiscal year? What were the total program expenses in the most recently completed calendar or fiscal year? What is changing?
13) Describe the proposed program expenses and explain how funds requested are reasonable to support the proposed numbers of participants to be served, hours of service to be provided, and overall program design.
14) Provide information on the other sources of revenue supporting the program. Include the name of the funding entity, amount of funds, duration of funds, and whether the funds have been received, are committed, are pending, or will be requested. State whether your program will collect fees for participation or if it will be free of charge to all participants. If collecting fees, describe your fee structure, estimated annual revenue, and estimated percent of students participating for free compared to students paying a fee. 15) In addition to responding to all the prompt(s), also complete the Budget Template as referenced in Step 3 found in Appendix D.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 41 Step 3: Budget
The program budget is an important component of your proposal that should be clearly linked to support the proposed program, with reasonable and justifiable expenses for staffing and program costs. The budget proposed should be an appropriate and accurate projection of the program expenses for one program year: FY 2022-2023 (July 1, 2022 to June 30, 2023).

This section also allows you to show the cost effectiveness of your program and demonstrate how you will leverage other funds for the programs you are proposing. The proposed budget should be reflective of what was written in the Proposal Narrat ive section and your proposed Activities.

The budget section is organized in two sections:

REVENUES
 Category
o All revenue sources that will fund your proposed program (e.g., grants, program fees, in-kind donations).
 Total RFCY Funding Request
o The total amount of RFCY funding requested in the application.  Total Project/Program Budget
o The total budget that supports the entire program or project pr oposed for funding.
 Revenue Status
o The status of revenue sources sought by the applicant (e.g., pending and/or approved) including the current organization’s RFCY request.

EXPENDITURES
 Funding Category
o The expenditure allocations for which requested funds are being requested (e.g., salaries and position, benefits, program supplies, insurance, transportation, etc.).  RFCY Funds Requested
o The portion of the total program cost for which you are requesting RFCY funds.  Program Budget
o The total cost of funding a line item to operate the proposed program.  Budget Narrative
o Provide a narrative justification for each line item in the budget and describe what the specific item is and how the amount shown in the budget was calculated.

Reminder: Proposals must demonstrate, and if awarded a grant will be held accountable for, raising and documenting funding that equals at least 15% of the RFCY grant award as a program match.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 42 DIRECT COSTS

PERSONNEL
Please list all direct service staff including line staff, supervisory staff that supervises line staff, and support/clerical staff that work directly on the proposed program.  Create a separate line item for EACH individual staff working directly on the program including Lead Agency Positions.

FRINGE AND BENEFITS
This line item represents benefits (health, dental, retirement, etc.) as well as mandatory employment costs such as FICA, Social Security, SDI, and unemployment taxes. Enter in a numerical total for all fringe benefit costs paid by RFCY and by your match. The total fringe amount is only for those personnel receiving benefits from your agency. In the Budget Narrative provide a clear response of how your agency is calculating the Fringe and Benefits.

OTHER DIRECT COSTS
All other direct costs included in the program budget must directly benefit and support the operation of the proposed program. Examples include but are not limited to:

Equipment/Furniture: Durable goods such as computers and furniture.

Facility Rental: Pro-rated costs of space rental, utilities, building maintenance and other occupancy costs.

Food: Meals, snacks and food for regular programming and special events.

General Office Supplies: Paper, pens, toner, and other reasonable office supply expenses.

Participant Incentives: Monies or other non-cash incentives, such as gift certificates, provided to a program participant as a reward for completing a program or achieving a programmatic milestone. Detail how many participants are projected to receive incentives, amount of incentive, and the reason for receiving the incentive.

Professional Development: Please justify how you intend to use this amount in the narrative text box to support the professional development and training of your direct service staff.

Program Supplies: Art supplies, workbooks, sports equipment, and other reasonable program supply expenses that are required for the proposed program.

Travel/Transportation: This item includes expenses for field trips and access to programs. The basis for the calculation as well as the purpose for all travel should be provided. Travel expenses for staff are allowed when directly benefiting children and youth. Funds cannot be used for travel to trainings or professional development conferences. Local travel estimates should be based on your organization’s current policies, for example, 55.5 cents per mile or for AC Transit or BART. Any non-local travel needs to be carefully itemized and justified.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 43 YOUTH WAGES AND STIPENDS
Youth Wages and Fringe Benefits
This line item is for programs that offer youth an hourly wage for internships or employment experiences. Please enter a separate line item for each unique hourly wage. Do NOT enter a range for wages. Provide a description of what the employment is and how the cost was calculated.
 Enter the total amount of fringe benefits associated with employing youth including any benefits youth may receive and mandatory employment costs such as FICA, SDI, and UI.

Youth Stipends
Stipends are used to support youth participants enrolled in your program in limited duration work experiences and internships (not as employees of your organization). Please enter a separate line item for each unique stipend profile and stipend amount. Do NOT enter a stipend range. Provide a description of what the stipend is and how the cost was calculated.

NOTE: Do NOT include incentives for program participation in this line item. These should be included in the line item Participant Incentives under Other Direct Costs.

ADMINISTRATIVE/INDIRECT COSTS
Eligible administrative/indirect costs by applicant designation are:
 Single Agency: Up to a total of 20% of total grant request may be requested.  Collaborative Applicants: Up to a total of 20% of total grant request may be requested.  Small & Emerging: Up to a total of 20% of total grant request may be requested.

Administrative/indirect costs cannot exceed the limits stated above.

Examples of allowable expenses in the administrative/indirect line item include but are not limited to: audit, bookkeeping, payroll/finance, facilities maintenance, fiscal sponsor costs, insurance, rent, storage, utilities, and allocated personnel costs (Executive Director’s time or any other staff who works minimally on the funded program).

Some of the items listed under Direct Costs might also be appli cable to Indirect Costs if those costs do not DIRECTLY benefit the proposed program.

Example: Indirect Costs are calculated as a percentage of the total RFCY Funds requested. A Single Agency applicant can request up to 20% of the total grant as Indirect Costs. If the agency applies for a grant requesting $100,000 from RFCY, the maximum indirect costs that can be requested is $20,000.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 44 Step 4: Required Documents
In the Required Documents section you will upload the following attachments:
 Copy of IRS Letter Certifying Tax Exempt Status.
 Applicants must upload an IRS statement certifying their organization’s nonprofit status under section 501(c)(3). To obtain this letter, call IRS at 1-877-829-5500 (Note: in some cases, it can take over two weeks to obtain this form). For Public Agencies, submit a blank document as an attachment.
 Financial Statements
 Provide a copy of your agency’s most recent (current) audited financials or Internal Revenue Service Form 990 or 990N or Income Statements (no later than 2018).

Reviewed or compiled annual financial statements are allowable for faith-based organizations
 Organizational Budget
 Provide the lead agency’s current year organizational budget for the current fiscal (FY 2021-2022) or calendar year. The organizational budget must clearly list sources of income/revenue, and detail personnel, direct, and indirect expenses.  If applying with a fiscal sponsor, the organizational budgets of the lead agency and fiscal sponsor are required.
 List of Board of Directors
 Upload the current active board roster indicating officers and affiliations.  If applying with a fiscal sponsor, the lead agency’s list of Board of the Directors indicating officers and affiliations is required.
 If applying as part of a collaborative, the Board of Directors indicating officers and affiliations is required for all collaborative organizations.
 Fiscal Sponsorship Letter of Agreement (LOA)
 If applying with a fiscal sponsor, provide a letter of agreement between the fiscal sponsor and the sponsored organization. Among other responsibilities, the LOA must state that the Fiscal Sponsor or grantee is aware of their responsibility both fiscally and programmatically for all grant requirements if funds are awarded. The Fiscal Sponsor will be the applicant and will be the responsible party for the contract if the application is successful.
 Collaborative Applicant Letter of Agreement (LOA)
 For Collaborative Applicants:
o LOAs authorizing the collaborative relationship must be provided by all collaborative organizations and accompany your grant application.  For Small & Emerging Applicants or Single Agency Applicants:
o If the successful implementation of your proposed RFCY grant-funded program is dependent on the collaboration with a governmental entity (i.e., state, county, city, school district, etc.) then a communication (e.g., email, letter) indicating the nature of that collaboration should be included in the application.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 45  Each LOA document can be uploaded in any format (e.g., word, pdf, excel, etc.). See Appendix E for a sample LOA.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 46 Step 5: Proposal Submission & Acknowledgement
The final step to complete your online proposal is to click “Submit”. Please review the elements of your application including all uploads. RDCY recommends that you wait until the entire application is complete before submitting the form. Once you submit, you will not be able to edit any of your work.

After all the forms are uploaded, review and confirm your agreement of the information in the Proposal Submission & Acknowledgement for the final confirmation of submission for your proposal. The form requires the applicant to verify the following:
(1) You are an Officer on the Board of Directors of the organization or have been authorized to submit the grant application,
(2) You have thoroughly read and understand the grant program guidelines and application questions and City of Richmond requirements (business license, insurance, and grant agreement),
(3) All questions contained in the application have been answered and the required documents are included as part of our application,
(4) Your organization will obtain comprehensive background checks and/or fingerprinting of all employees and/or volunteers that work directly with youth or such other vulnerable populations, and
(5) To the best of your knowledge, the information included as part of this application is true and accurate.

Following your agreement and completion of the Electronic Signature Agreement, click “Submit” to submit your application to RDCY. CivicPlus will generate and e-mail a Receipt of Submission to verify proof of submission. Save the e-mail of your receipt as a confirmation of your submission. Please note that all future communication regarding the submitted grant application will be sent to the Project Manager listed on the application.

ONLINE PROPOSAL DUE: MONDAY, FEBRUARY 7, 2022, BY 2:00 P.M. (PST) You must have completed and submitted all forms and uploads by 2:00 p.m., on Monday, February 7, 2022. All proposals submitted after 2:00 p.m. on Mo nday, February 7, 2022, will be deemed ineligible. This will be strictly enforced. RDCY strongly encourages organizations NOT TO WAIT until the last minute to submit your proposal to avoid any unforeseen technical issues.

All proposals must be submitted online through the RFCY CivicPlus system. Proposals that are mailed, e-mailed, or faxed will not be accepted.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 47 CITY OF RICHMOND/ RICHMOND DEPARTMENT FOR CHILDREN AND YOUTH RIGHTS

AND RESERVATIONS
By submitting a proposal, an applicant authorizes RDCY to verify any information the proposal contains. At any time before a contract is issued, RDCY may conduct site visits, interviews, and/or undertake other means to verify applicants’ provision of services before making a final determination of grant awards. RDCY has the right to disqualify applicants whose proposals present false, inaccurate, or incorrect information or are incomplete in any fashion.

Once a final award is made, all RFP responses, except financial and proprietary information, become a matter of public record and shall be regarded by the City as public records. To withhold financial and proprietary information, please label each page as "confidential" or "proprietary". Although a document may be labeled "confidential" or "proprietary", information is still subject to disclosure under the Public Records Act and is, at the City's discretion, based on the potential impact of the public’s interests whether or not to disclose "confidential" or "proprietary" information. The City shall not in any way be liable or responsible for the disclosure of any such records or portions thereof if the disclosure is made pursuant to a request under the Public Records Act.

If an inadequate number of proposals is received or the proposals received are deemed nonresponsive, not qualified, or not cost effective, the City may at its sole discretion reissue the RFP.

ADDITIONAL PREFERENCE POINTS
Applicants will receive preference points from the City of Rich mond for being an organization that is a Richmond business. (see Richmond Business Opportunity Ordinance, Richmond Municipal Code 2.50).

Richmond Business Opportunity Ordinance is incorporated into the Richmond Municipal Code (RMC) linked here: RMC Section 2.50. Be sure to review Section 2.50.040 for Definitions of the “Richmond business”, “Richmond nonprofit business”, and all other applicable sections, terms, and/or stipulations set forth within the RMC Section 2.50.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 48 V. Funding Recommendations and Contract Negotiation

Rejection of Proposal Elements
The City reserves the right to reject any or all proposals, whether or not minimum qualifications are met, and to modify, postpone, or cancel the RFP without liability, obligation, or commitment to any party, firm, or organization. In addition, the City reserves the right to request and obtain additional information from any candidate submitting a proposal. A proposal may be rejected for any of the following reasons:
 Proposal received after designated time and date
 Proposal not containing the required elements, exhibits, nor organized in the required format
 Proposal considered not fully responsive to this RFP
 Proposal not in compliance with the City of Richmond with contracting procurement policies, city ordinances, and legal requirements

Proposal Review Process
The City's overall objective is to award grants to highly qualified organizations that provide needed services to young people in Richmond and North Richmond. Within this overall objective, it is also the City’s intent that the selection process is fair and transparent.

All proposals will be evaluated and scored by a RFCY Review Committee (Committee).

Committee members may consist of but are not limited to RFCY Oversight Board members, employees from internal and external organizations, and community members.

The selection process is divided into the following steps:

1. All applications that are received by the submission deadline are reviewed in depth by RFCY staff for responsiveness, completeness, and satisfaction of eligibility requirements.

Based on this review, eligible proposals will proceed to the application evaluation process.

2. All complete and eligible applications are forwarded to the Committee, which will review and score the proposals, based on priority areas, using the criteria listed in the guidelines.

3. Individual Committee members will provide scoring to RFCY staff and the average of reviewer scores will be used to provide a ranking of proposals by priority area.

4. RFCY staff will provide the Committee with the average scores and ranking of proposals within each priority area. Committee members will utilize this information to help make recommendations to the RFCY Oversight Board.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 49 5. The RFCY Oversight Board will review Committee recommendations and will convene to approve funding decisions at their public monthly meeting in Summer of 2021. Award recommendations will align with the strategic objectives as detailed in the 2021-2024 RFCY Strategic Investment Plan.

The RFCY Oversight Board regular meetings are held monthly on the first Monday of the month, and depending on the status of COVID-19, are hosted in Richmond City Hall, located at 440 Civic Center Plaza, Richmond, CA 94804 or video conference platform.

6. The RFCY Oversight Board will then present their funding recommendations to Richmond City Council for approval and adoption.

Any party applying for funding through this RFP shall not contact or lobby any City Council member, RFCY Oversight Board member, Review Panel member, City employee (except those specified for contact) or agent regarding the RFP. Any party attempting to influence or circumvent the RFP, application submittal, and/or review process may have their application rejected for violating this provision of the RFP.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 50 The City has allocated up to eight weeks for review of the proposals. The following specific criteria and the points for each criterion, for a total of 100 points, will be used in evaluating and rating the proposals:
1) AGENCY HISTORY AND CAPACITY................................. ...............................20 POINTS  Past, recently completed, or on-going projects to substantiate experience.  Demonstration of ability and experience in working with diverse communities and youth.  Agency has achieved success and accomplishments demonstrate capacity for effective delivery of proposed services.
 Professional background and qualifications of team members prop osed to deliver direct services and manage the program are included and relevant and show that members are qualified.
 Racial, ethnic, cultural, linguistic characteristics and or lived experience of staff reflect communities proposed to be served.

2) PROGRAM DESIGN............................................ ................................................35 POINTS  A clear and specific outline of the proposed services, including frequency of programming, average number of clients to be served daily and over the course of the year, location of services, and extent of proposed services to be delivered.  Outreach and engagement strategies that are effective and culturally relevant.  Clearly demonstrated how youth voice, perspective, and input is included in the program development, design, outreach, and/or implementation.
 Responses show an awareness of the community and target population.  Special resources and capacities the team offers that are relevant to the successful completion of the project, including collaborations and subgrantees.  The organization has a plan on how the program or project will be sustained and thrive in a COVID-19-impacted environment.

3) OUTCOMES AND IMPACT….............................................................................. 25 POINTS  Applicant describes how program will contribute to equity among children, youth and their families in Richmond and North Richmond.
 Applicant clearly describes the intended participants that the program is designed to address and their needs, providing accurate, current, and specific data where possible to demonstrate need.
 Applicant identifies outcomes that have been achieved through the proposed services before and is able to link projected outcomes to intended impacts identified in the priority areas/funding strategies.
 Applicant demonstrate the ability to reasonably account for/track outcomes.

Evaluation of Proposals

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 51 4) REQUIRED RESOURCES AND BUDGET REQUEST....................... .................20 POINTS  Program provides a clear budget that describes staffing and associated direct costs required for successful program implementation.
 Expenses are reasonable and commensurate with the scale of services proposed.  Additional resources are identified to support the program, with reasonable plan for securing matching funds.
 Total program budget of RFCY funding and additional matching funding is realistic and reasonable for proposed level of services.
 The ratio between the organization’s total grant requests and their organization’s overall current year budget is appropriate based on program design and other factors.

The Board will base funding recommendations upon the ranking of proposals according to the p o i n t s y s t e m d e s c r i b e d a b o v e f o r t h e P r o p o s a l N a r r a t i v e s e c t i o n of the proposal, along with additional considerations and cr iteria, including but not limit ed to service location, service to priority populations, strategic alignment, past program perform ance and agency capacity, and reasonableness of budget and scope of services.

Contract Negotiations
During contract negotiation, RFCY staff will work with organizations to develop and/or update scopes of work, program outcomes, timelines, demographics and activity reports, and budgets.

Staff will ensure that contracts meet the goals, objectives and policies of RFCY and the Oversight Board.

With prior notification, during or before a grant agreement is issued, City of Richmond staff may conduct site visits, interviews, and/or undertake other means to better understand applicants’ provision of services.

Should the City and the applicant not be able to reach an agreement as to the contract terms within a reasonable timeframe, the City may terminate the negotiations and begin negotiations with the next most qualified applicant within the priority area, as identified and selected by the Oversight Board and approved by City Council, and proceed down the list of qualified applicants as necessary until an agreement is reached or the list is exhausted.

Once awarded, all grantees must use the CivicPlus online reporting system to report scope of work activities, demographics, budget, program activities, enrollment, attendance, and invoices.

Grantees are also required to submit quarterly progress reports in a timely manner.

All grantees must participate fully in the RFCY independent evaluation process so that meaningful data may be gathered to report to all parties interested in RFCY. Participation may include attending trainings and workshops, collection of participant survey data, gathering adequate data on effort and results at the evaluator’s request, and hosting site visits.

Organizations are also required to attend RFCY grantee convenings and other RFCY informational, technical assistance, training and service coordination meetings.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 52 Contract Award
1) Upon successful completion of the negotiations, staff will transmit the agreement to the City Manager/City Council (as applicable) for review and approval. 2) The contract amount (including reimbursements) shall be a not to exceed amount, to be established based upon a mutually agreeable Scope of Services and fee schedule. 3) After contract execution, an initial advance payment of twenty-five percent (25%) of the total award amount MAY be advanced to all grantees as part of the application award process. Grantees receiving an advance payment may be eligible for an additional advance of twenty-five percent (25%) of the award amount, contingent upon the submission of complete and adequate reporting and invoicing documentation. A final advance of twenty-five percent (25%) of the award amount may be made contingent upon submission of the complete and adequate reporting and invoicing documentation.

Payments will only be made for the eligible items and amounts specified in the approved grant agreement budget and a manner consistent with the payment provisions contained in the executed grant agreement.

4) The City will withhold the final twenty-five percent (25%) of the contract amount pending successful completion of work and final submittal of all required documentation.

5) The selected grantee will be required to enter into a grant services agreement that contains similar terms and conditions as in the City’s standard agreement. Please note that the City Attorney’s Office is typically not inclined to make any modifications to the standard agreement terms and provisions.
6) The selected grantee and their members will be required to maintain auditable records, documents, and papers for inspection by authorized local, state and federal representatives. Therefore, the grantee and their members may be required to undergo an evaluation to demonstrate that the grantee uses recognized accounting and financial procedures.
7) Reports will be required and must provide detailed information about the services provided. Grantees that do not submit the required reports run the risk of forfeiting their funding. A final report at the conclusion of the project or program is also required. 8) Invoicing or Funding Requests for reimbursement must include the necessary documents to substantiate the disbursement (e.g., receipts, time cards, payroll records, etc.).

Grantees that do not adhere to the invoicing requirements run the risk of forfeiting their funding.
9) Published program materials shall include the City seal or logo and shall state, “Made possible in part by the Richmond Fund for Children and Youth.” The material must be appropriate, relevant, and aligned with the approved project an d should be reviewed and approved by City staff before release.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 53 CONTRACT AND COMPLIANCE
Please review Appendix F: Compliance with City Council Policies and Applicable Laws for details on the City policies that are required of funded agencies.

1. Grantees must provide the services projected in the proposal and Scope of Work, subject to contract negotiations. Failure to provide these services may result in reduced payments or suspension of payment.

2. Grantees must provide evidence of in-kind and cash matches at the end of the third quarter, (e.g., through letters, copies of checks, grants, or records of volunteer or donated services.)

3. After a contract is awarded, RDCY and the City reserve the right to amend it as needed throughout the term of the grant agreement to best meet the needs of all parties.

4. RDCY staff and/or other appropriate City staff or affiliates shall have the right to audit the grant agreement and all books, documents and records relating thereto.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 54 Appendix A: Proposal Template

SECTION 1 – AGENCY AND PROPOSAL INFORMATION
Including the responses in Section 1 and Section 2, this Proposal Narrative form shall be limited to ten (10) pages.

Community-Based Organization Information (Applicant Information):

Name of Organization or Lead Agency/Organization:

Click here to enter text.

Organization Address:

Click here to enter text.

Executive Director Name:

Click here to enter text.

Project Manager Name (primary contact for the grant):

Click here to enter text.

Project Manager Phone Number:

Click here to enter text.

Project Manager Email Address:

Click here to enter text.

Program Summary:

Click here to enter text.

Fiscal Sponsor Information (Organization with 501(c)(3) tax status):

Name of Organization:

Click here to enter text.

Executive Director Name:

Click here to enter text.

Organization Address:

Click here to enter text.

Project Manager Name (primary contact for the grant):

Click here to enter text.

Project Manager Phone Number:

Click here to enter text.

Project Manager Email Address:

Click here to enter text.

Program/Project Budget:

Program/Project Budget:
$ Click here to enter text.

Amount of Grant Funds Requested:
$ Click here to enter text.

Annual Organizational Budget:
$ Click here to enter text.

Fiscal-Sponsor Budget (if applicable):
$ Click here to enter text.

Type of Applicant:

Choose whether the organization is applying as a Small and Emerging, Single Agency, or Collaborative Applicant and enter than information in the field below.

Click here to enter text.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 55 For Collaborative Applicants and organizations listed in Article 15, Section 5b, list the information below for all collaborating orga nizations for the proposed program.

Agency Name Contact Name Major Responsibilities
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RFCY Priority Area:

Choose one (1) appropriate strategy under which the proposal is being submitted for funding consideration and enter that information below:

Priority Area 1: Behavioral Health: Mental Health & Wellness Priority Area 2: Education Support and Employment/Training Support Priority Area 3: Out-of-School Time, After-School, Sports, and Enrichment Priority Area 4: Youth violence Prevention
Priority Area 5: Access to Basic Needs
Priority Area 6: Information, Guidance and Case Management

SECTION  2  –PROPOSAL  NARRATIVE
Including the responses in Section 1 (above) and Section 2, this Proposal Narrative shall be limited to ten (10) pages.

PROGRAM SUMMARY (NOT SCORED)
Provide a clear and concise summary of your program. The summary should describe the program in terms of who will be served, numbers to be served, types of services, location and frequency of services, and the purpose of your program and outcomes to be achieved. This Program Summary will be used to describe the proposed program throughout the review process. There is a 100 word limit to this response.

Click here to enter text.

AGENCY HISTORY AND CAPACITY (20 POINTS)
1) Briefly describe your agency.

2) Describe your agency's experience providing the services proposed in your application.

Include information on years of service in the community being served, experience working with diverse communities and youth, and any collaboration with other organizations or systems of care.

Click here to enter text.

3) Describe the staffing plan for your proposed program. Identify the person who will have primary responsibility for managing the program and discuss their experience managing

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 56 similar projects and in similar communities. Provide information on how many people will be directly working on the project and their qualifications to work effectively with your target population. Resumes or other relevant work history documents that can substantiate experience can be uploaded online via the grant application and will not count toward the page limit.

Click here to enter text.

Staff Name Roles and Responsibilities
Click here to enter text. Click here to enter text.

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PROGRAM DESIGN (35 POINTS)

4) Identify the population that will be served in your program. How do you plan to recruit, engage, and retain children, youth, and/or caregivers in your services to reach your program’s goals?
a. In addition to responding to the prompt(s), also complete the Demographics Table found on www.ci.richmond.ca.us/RFCYGrants.

Click here to enter text.

5) Describe the program and proposed services. Provide information on the program design, type of services, average length of participation, location of services (include the defined boundaries for each targeted neighborhood/geographical area), and how services will be delivered.
a. In addition to responding to the prompt(s), also complete the Activity and Operations Table found on www.ci.richmond.ca.us/RFCYGrants.

Click here to enter text.

6) What role will youth have in program design, implementation and/or evaluation, if any? For example, how will they inform, consult, or collaborate with staff? Click here to enter text.

7) Who are the other organizations that will support the program? Identify the roles, responsibilities and functions of each organization. For Section 5b organizations only:

How does your proposal demonstrate collaboration as required per the definition listed on page 10 of the RFP?

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 57 Click here to enter text.

Collaborating
Organization
Roles and Responsibilities
Click here to enter text. Click here to enter text.

Click here to enter text. Click here to enter text.

Click here to enter text. Click here to enter text.

8) Please discuss how your proposed program that you are requesting funding for through this RFP has been impacted by COVID-19. What have been the implications for the services you provide? How has or will your organization address those issues so that the program can continue to be offered?
Click here to enter text.

OUTCOMES AND IMPACT (25 POINTS)
9) What are the needs that your program is designed to address (provide data)? How will your program’s target population directly benefit from the proposed services? Click here to enter text.
10) Describe how your program will measure its performance impact and achievement of outcomes. What are the short-term outcomes, and what do you anticipate as the long-term impacts? What are the performance targets that will be met? How will you know that your program is successful?
Click here to enter text.

11) List your program’s annual outcomes and performances for the past one to three years.

Explain any fluctuations in outcome and performance year-to-year.

Click here to enter text.

REQUIRED RESOURCES AND BUDGET REQUEST (20 POINTS)

12) What are the total proposed annual program expenses for the 2022-2023 fiscal year? What were the total program expenses in the most recently completed calendar or fiscal year? What is changing?
Click here to enter text.

13) Describe the proposed program expenses and explain how funds requested are reasonable to support the proposed numbers of participants to be served, hours of service to be provided, and overall program design.

Click here to enter text.

14) Provide information on the other sources of revenue supporting the program. Include the name of the funding entity, amount of funds, duration of funds, and whether the funds have

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 58 been received, are committed, are pending, or will be planned to be requested. State whether your program will collect fees for participation or if it will be free of charge to all participants. If collecting fees, describe your fee structure, estimated annual revenue, and estimated percent of students participating for free compared to students paying a fee.

Click here to enter text.
15) In addition to responding to all the prompts(s), also complete the Budget Table as referenced in Step 3 and found on www.ci.richmond.ca.us/RFCYGrants.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 59 Appendix B: Demographic Projections Table(s)
Please estimate the total number of unique clients your program projects to enroll and serve during the period July 1, 2022, and June 30, 2023, if funded by RFCY. Do not include in your projections participants that only receive ancillary services such as sitting through a one-time workshop. Do not include projected number of participants reached in outreach efforts. Space is included in the fillable template to provide a narrative response.

NOTE: If awarded RFCY funding, organizations will provide First Name, Last Name, Date of Birth, Gender Identity, Race/Ethnicity, and residential Zip Code for all participants (unless otherwise legally prohibited). Enrolled clients (and their parent, guardian, or other legally authorized representative if a minor) are required to provide a Release of Information Form giving consent to being entered and their participation tracked and agreeing to participate in an annual evaluation of the funded program by the RFCY and/or its evaluation consultant. Youth participants (birth – 24) must be Richmond or unincorporated North Richmond residents.

OVERALL TOTAL NUMBER OF UNDUPLICATED PARTICIPANTS:

Ages
Race/Ethnicity Birth-5 6-12 13-17 18-24 TOTALS
Asian
Black/African American
Latinx
Native American/Indigenous
White
Pacific Islander
Mixed Race
Prefer not to state
Other
TOTALS

Gender Number of Participants TOTALS
Male
Female
Non-Binary
Other Gender Not Listed
TOTALS

Residential Zip Codes Number of Participants TOTALS
94801
94803
94804
94805
94806
TOTALS

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 60 Appendix C: Activity and Operations Projection Table(s) Provide an overview of the total expected activities to be supported during the first year of funding support. Provide an estimate on the overall activities in this section that correspond to the detailed activities you will provide throughout the year. Do not provide a detailed list of each and every expected activity that would constitute a completed Scope of Work. If selected for funding, applicants will be required to translate their Activity Projections into a detailed Scope of Work and set of specific activities prior to entering into contract with the City of Richmond.

ACTIVITY PROJECTIONS TABLE
The activity types that are available are dependent upon the RFCY priority area selected. There are four activity types that are available:
 Individual Activities
 Group Activities
 Consultation Hours
 Internships and Employment
Select the appropriate type of activity based on your services. For each activity category, you will be able to enter one or more activities.

For Individual and Group Activities, you will be required to provide the following information:
 Activity Name
 Activity Category
o Select the most appropriate activity category from the drop-down list  # of Sessions by Quarter
o Enter the number of sessions that this activity is projected to occur by quarter o The quarters follow the City of Richmond’s fiscal year July 1st – June 30th  Average # of Participants per Session
o Project the number of youth expected to be present per session on average  Average Length of Session (hours)
o Project the average length of each activity session. Make sure to project out in hours, not minutes. For example, a 30-minute session should be entered as 0.5  Service Description
o Provide a short summary of the activity to provide information on the type of activity proposed
Example: A program proposes to provide summer camp for four weeks for 100 students. Each day the program provides youth with three hours of arts and enrichment, and three hours of academic programming. Select “Group Activities” and complete one activity to capture the arts and enrichment programming, and a second activity to capture the academic programming.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 61 PROGRAM ACTIVITIES CATEGORY
Select the most appropriate category for each of your Individual and Group activities. Examples include:
 Academics – includes literacy, math, STEM and STEAM programming  Arts, Dance, Music and Culture
 College and Career Readiness
 Community Building
 Early Learning
 Family Engagement and Parent Education
 Field Trips
 Health Education and Wellness – includes gardening, cooking and nutrition  Internships and Employment
 Leadership and Civic Engagement – includes community service  Sports and Recreation
 Supportive Services – includes mental health services, case management, mentoring, resource referrals, legal services, housing support, restorative justice  Other

PROGRAM OPERATIONS TABLE
Provide information on the months that the program will be active, projected number of weeks the program will be active over the course of one year, and the projected days and hours of operation.

LOCATIONS OF PROGRAM ACTIVITIES
Provide information on the service site location. If your program is operating at multiple locations, provide information for each program site location. Do not include service site locations where only brief activities will take place, such as field trips or showcase event locations.

For each Service Location, provide the following information:
 Location Name: Provide a clear name for the site (do not use acronyms).  Address: Including Street Address, City, and Zip Code. o Note: RFCY uses this information to inform the Oversight Board and Richmond City Council of potential program locations and it is helpful during the review process to determine geographic diversity of programs. Please be sure to include accurate information in this section to be able to map potential service locations.  Location Type: Select from the drop-down list the most appropriate category for the proposed service site location.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 62 ACTIVITY PROJECTIONS TABLE:

Name of
Program
Activities

Category
No.

Sessions
per
Quarter

Avg. No.

Participants
Avg.

Length
per
Session
(hours)
Activity
Description
Select Category
hours

Select Category
hours

Select Category
hours

Select Category
hours

Select Category
hours

Select Category
hours

Select Category
hours

Select Category
hours

Select Category
hours

Select Category
hours

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 63 PROGRAM OPERATIONS TABLE:

Number of Weeks
Operating
Days of Week
Operating
Grant Program Hours of
Operation
June 0
July 0
August 0
September 0
October 0
November 0
December 0
January 0
February 0
March 0
April 0
May 0
TOTAL Weeks Days Hours

Location(s) of Program Activities:

Location Name Address Location Type
Choose an item.

Choose an item.

Choose an item.

Choose an item.

Choose an item.

Choose an item.

Choose an item.

Choose an item.

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 64 Appendix D: Budget Template

a. Total organization budget (based on prior year’s 990, audite d/reviewed financials, or income statement):$

b. Complete the budget template below for your proposed program . If needed, add rows and provide as much detail as possible in the revenue and expenditure sections.  Revenue section: List all of the revenue sources that will fun d your proposed program (e.g., grants, program fees, in-kind donations) and state wheth er those sources are pending and/or approved. Include, the Total Project Budget as w ell as your organization’s RFCY request.
 Expenditures: List, with as much detail as possible, the expen diture categories (e.g. salaries, benefits, program supplies)
 The revenue total and the expenditure total in the “RFCY Reque st” column should match. The same is true for the “Project Budget” column.

For example, if your organization is requesting a total of $50,000 from the RFCY grant program, that amount should be listed in the “Revenue” section of the budget table. You would then need to complete the “Expenditure” section of the budget table, making sure that the total amount of the expenditures is also equal to $50,000 (the total amount of the revenue requested).
 Use the “Budget Narrative” section to justify and explain the expenditures outlined in your program budget table.

Program Budget Table

REVENUE

Category
(List Funding Sources)
RFCY Request
(FY 22-23)
Total Project
Budget
Revenue Status
(Approved/Pending)

Revenue Total $ $

EXPENDITURES

Funding Category RFCY Request
(FY 22-23)
Total Project
Budget
Budget Narrative
(if applicable)

Expenditure Total $ $

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 65 Appendix E: Letter of Agreement (LOA) Sample
This template is provided as a general guideline. If your organization has its own template, feel free to use it as long as it contains the key features of the LOA template. The LOA must include:
 Description of the nature, history and extent of the collaborat ion including past successes and accomplishments of the collaboration.
 Responsibilities of each party detailing administrative and operational duties including staffing, service delivery specifics, facility space, data management, evaluation, etc.  Any funds being exchanged.
 Signature of director level person or someone who has the organ izational authority to enter their respective organizations into an agreement.

Letter of Agreement (LOA) for Richmond Fund for Children and Youth This Letter of Agreement establishes the intention of [ORGANIZATION 1] and [ORGANIZATION 2] to work together if RFCY funds are awarded for [Program Name]. [Give a brief description of program and any past collaboration history and successes]. [ORGANIZATION 1] will fulfill the following responsibilities:

List out responsibilities detailing administrative and operational duties including staffing, facility space, targeted numbers of priority populations to be served, type of services, frequency of services, average length of participation, location of services, and how services will be delivered.

Provide information on data management and evaluation practices. [ORGANIZATION 2] will fulfill the following responsibilities:

List out responsibilities detailing administrative and operational duties including staffing, facility space, targeted numbers of priority populations to be served, type of services, frequency of services, average length of participation, location of services, and how services will be delivered.

Provide information on data management and evaluation practices.

JOINT RESPONSIBILITIES
List out any joint responsibilities including regular meetings to align, coordinate and review services and collaboration.

COMPENSATION AND TERM
Detail any funds being exchanged. Specify the length of time for the agreement.

NOTE: It is RFCY’s expectation that all collaborating organizat ions written into the proposal and b u d g e t w i l l r e m a i n i n t h e c o l l a b o r a t i o n f o r t h e d u r a t i o n o f t h e 2021-2024 grant cycle period because your grant was reviewed and awarded based on these coll aborations. If there needs to be any potential changes in the scope of work and budget, these need to be brought to RFCY’s attention for approval of modification in the scope of work prior to implementation.

[ORGANIZATION 1] Date

[ORGANIZATION 2] Date

Richmond Fund for Children and Youth – RFP for Direct Services for FYs 2021-2024 66 Appendix F: Compliance with City Council Policies and Applicable Laws

1. The successful applicants selected shall obtain or provide proof of having a current City of Richmond Business Tax Certificate.

2. The City reserves the right to reject any and all bids.

3. Federal, State and Local Laws: The selected applicants will be required to comply with all applicable federal, state and local laws, including the City of Richmond’s Nondiscrimination Ordinance (Chapter 2.28), Business Opportunity Ordinance (Chapter

2.50), Local Employment Program Ordinance (Chapter 2.56), and Living Wage Ordinance (Chapter 2.60), if applicable. Please contact the City or RDCY staff for further information regarding the above requirements.

4. The successful applicants must complete and submit a W-9 and Supplemental Vendor forms.

5. The successful applicants must meet the applicable City of Richmond insurance requirements.

Priority Area 1 Behavioral Health: Mental Health and Wellness Rank Organization Project Description Requested
Amount
Recommended
Amount
Average Score
(105 Total)
# of
Richmond
Youth Served
Ethnic Groups Served
Age Groups
served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip Code(s))
1 Mindful Life Project Mindful Life Project (MLP) provides transformative direct service social‐emotional learning rooted in
mindfulness to South Richmond students, aiding in the
mental and emotional wellness of students. Through two
direct service programs, MLP serves every student in our partner schools across Richmond, instilling valuable mental health and emotional support tools and resources to each student. Dedicated MLP mindfulness coaches directly teach youth life‐long skills of self‐awareness, emotional
regulation, self‐control, empathy, and decision‐making
using innovative mindfulness techniques.
$60,000 $60,000 88.75 1857
Asian
Black
Latinx
White
Mixed Race
Native American
Pacific Islander
Prefer Not to State
6 ‐ 12
13 ‐ 17
Male
Female
94804
94805
2 New Life Movement New Life Movement’s Reactions program promotes positive interactions between at‐risk youth ages
12‐24 and their peers, teachers, and/or other authority figures, with a focus on identifying and
addressing conditions that motivate youth to display
disruptive and/or harmful behavioral patterns.

New Life mentors meet with 15‐20 participants 2‐3 times per week for 12 weeks at their WCCUSD
schools, or at the New Life Resource Center in the Iron Triangle, where they engage in activities that
promote conflict resolution, emotional resilience, and
informed decision‐making skills, with the goal
of providing participants with the tools needed to mitigate future volatile interactions.
$150,000 $100,000 88.75 95
Black
Latinx
White
6 ‐ 12
13 ‐ 17
Male
Female
94801
94804
94805
(C*) = Collaborative Applicatants
(E*) = Small and Emerging Applicants 1 of 14Page 265 of 2511 Priority Area 1 Behavioral Health: Mental Health and Wellness Rank Organization Project Description Requested
Amount
Recommended
Amount
Average Score
(105 Total)
# of
Richmond
Youth Served
Ethnic Groups Served
Age Groups
served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip Code(s))
3 Bay Area Community
Resources
Bay Area Community Resources proposes to implement
mental health and wellness services to 80
students and 50 family members at DeJean Middle and
Coronado Elementary schools in Richmond.

The program will combine trauma‐informed individual and group therapy, classroom and school‐wide
education on relevant social‐emotional topics, and violence prevention activities focused on mental
health and wellness. In addition to the core target group, the program will engage 120 students
through classroom and school‐wide social‐
emotional/violence prevention activities. Staff will support teachers by disseminating social‐emotional learning tools for use in classrooms.
$149,588 $149,588 85.25 140
Asian
Black/African American
Latinx
White
Mixed Race
6‐12
13‐17
Male
Female
94801
94804
94805
Total Requested/ Awarded $359,588 $309,588
(C*) = Collaborative Applicatants
(E*) = Small and Emerging Applicants 2 of 14Page 266 of 2511 Priority Area 2 Education Support and Employment/Training Support Rank Organization Project Description Requested
Amount
Recommended
Amount
Average
Score
(105 Total)
# of
Richmond
Youth
Served
Ethnic Groups
Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip
Code(s))
1 Richmond Art Center
The SPOTS Mural Program for Youth is a series of
two summer intensive classes that combine in‐
depth arts education, practical job training and
experience in commissioned mural work.

Through working together to create a mural, two
cohorts of twelve young artists (ages 16‐24) will
experience mentorship from professional artists,
while learning practical skills in proposal
development, project management, and public
speaking, in addition to developing soft skills
such as problem solving, critical thinking, public
speaking, and leadership skills. The program will
be run at Richmond Art Center. Each class will
run for 6‐8 weeks, meeting 2 times a week for 3
hours, mid‐June through early August 2022
$40,000 $40,000 99.67 8
Asian
Black/African
American
Latinx
Native
American/indigeno
us
Pacific Islander
Mixed Race
13 ‐ 17
18 ‐ 24
Male
Female
Non‐Binary
94801
94803
94804
94805
94806
3 of 14Page 267 of 2511
Priority Area 2 Education Support and Employment/Training Support Rank Organization Project Description Requested
Amount
Recommended
Amount
Average
Score
(105 Total)
# of
Richmond
Youth
Served
Ethnic Groups
Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip
Code(s))
2 The Watershed Project Our Green Collar Corps (GCC) youth employment program unleashes the power of local youth to
become future leaders through multi‐disciplinary
skills training and work experience side‐by‐side
with our staff of environmental professionals.

TWP will employ 4‐5 GCC members that will help
mentor an additional 100 young people from
Richmond during the 2022‐2023 school year. The
intensive program consists of three components:
team‐building field trips, a year‐long career
development academy including training and
project based work experience, and a
Community Day. Young people will leave
equipped with new skills, confidence, and
maturity so they are competitive as they enter
the job market.
$100,000 $100,000 91.00 5
Black/African
American
Latinx
White
Mixed Race
13 ‐ 17
18 ‐ 24
Male
Female
Non‐Binary
94801
94804
94806
4 of 14Page 268 of 2511
Priority Area 2 Education Support and Employment/Training Support Rank Organization Project Description Requested
Amount
Recommended
Amount
Average
Score
(105 Total)
# of
Richmond
Youth
Served
Ethnic Groups
Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip
Code(s))
3 Things That Creep (E) Focusing on Bay Area common snakes and ecosystems, the Neighborhood Snakes (NS)
program engages K‐3rd Richmond students
with interactive science education. Teachers
receive multimedia, grade‐specific curriculum
which meets NGSS (national) and Common
Core (state) science standards. After
reviewing the week‐long curriculum,
students participate in one 30‐minute
interactive presentation with our bilingual
educators and safe‐to‐handle snake
ambassadors. The 2022‐2023 NS program
will serve 1,000 Richmond K‐3rd grade
students at their schools. Outcomes will be
measured by the number of students served
and whether they meet educational
benchmarks as measured by post‐program
questionnaires.
$30,000 $30,000 89.50 1000
Asian
Black/African
American
Latinx
White
Native
American/indigeno
us
Pacific Islander
12‐Jun Male
Female
94801
94803
94804
94805
5 of 14Page 269 of 2511
Priority Area 2 Education Support and Employment/Training Support Rank Organization Project Description Requested
Amount
Recommended
Amount
Average
Score
(105 Total)
# of
Richmond
Youth
Served
Ethnic Groups
Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip
Code(s))
4 Social Progress, Inc The mission of Social Progress Inc.,  a North Richmond‐based organization, is to keep
young men and women safe from the streets
of violence, by providing them a safe place to
go after school. We assist, with home work,
after school tutoring, Penn Foster online High
School Diploma program. Funding would
allow Social Progress Inc. to continue our
Diploma and other programs. We are
respecting the Pandemic and we are during
virtual and working with the online Diploma
program.
$30,000 $0 68.00 40
Black/African
American
Latinx
White
Native
American/Indigeno
us
6 ‐12
13 ‐ 17
Male
Female
94801
94805
94806
Total Requested/
Awarded $200,000 $170,000
6 of 14Page 270 of 2511
Priority Area 3 Out of School, After School, Sports and Enrichment Rank Organization Project Description Requested
Amount
Recommended
Amount
Average Score
(105 Total)
# Richmond
Youth Served Ethnic Groups Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip Code(s))
1 The Watershed Project During the 2022‐2023 school year, The Watershed Project will partner with teachers in the West Contra
Costa Unified School District to deliver high‐quality,
interactive educational programs to 500 K‐12 students in Richmond. We’ll engage them with curricula that build
learning in science, English Language Arts, and health
education. TWP will also introduce them to a number of
fun outdoor learning experiences (COVID‐19 public
health guidelines allowing), with field trips to a local par k
that involve both contemplative and physical activities.

Our program will strengthen students’ mental health
and resilience by building social‐emotional skills and
competency.
$50,000 $50,000 96.84 500
Asian
Black/African American
Latinx
White
Native American/Indigenous
Pacific Islander
Mixed Race
Prefer Not to State
6 ‐ 12
13 ‐ 17
Male
Female
Non‐Binary
Other
Gender Not
Listed
94801
94803
94804
94806
2 Scientific Adventures for
Girls
SAfG will offer 540 hands‐on after‐school STEM classes
at 10 Richmond elementary schools, serving 300 girls in K‐6th grades from September 2022‐May 2023 for an
hour, once a week, for 27 weeks. SAfG specifically
engages young BIPOC girls in long‐term, hands‐on STEM
education to bolster their STEM interests and skills, and to eventually close the STEM gender gap. Since 2014,
our surveys consistently show 75% or more of our girls
want to return for more SAfG sessions. Part of our
success is that families participate in their girls' STEM journey through teacher communication & virtual Family
STEAM Nights too.
$65,000 $65,000 95.50 300
Asian
Black/African American
Latinx
White
Mixed Race
Prefer Not to State
Other
6 ‐12. Female
94801
94803
94804
94805
94806
7 of 14Page 271 of 2511
Priority Area 3 Out of School, After School, Sports and Enrichment Rank Organization Project Description Requested
Amount
Recommended
Amount
Average Score
(105 Total)
# Richmond
Youth Served Ethnic Groups Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip Code(s))
3 The Practice Space This program makes it possible for WCCUSD elementary students to develop their voice, engage in decision‐
making, and succeed as leaders. By offering our year‐
round, after‐school elementary program, “Speak
Together Be Together”, at 8 WCCUSD elementary
schools, The Practice Space and the Expanded Learning
Program Office will collaborate to create welcoming
spaces with high‐quality programming to teach young
people to believe their voice matters and know how to
use their voices to express themselves.
$100,000 $100,000 95.48 250
Asian
Black/African American
Latinx
White
Native American/Indigenous
Pacific Islander
Mixed Race
Prefer Not to State
Other
6 ‐ 12.

Male
Female
Non ‐ Binary
94801
94804
94805
94806
4 Pogo Park Pogo Park will provide collaborative, high‐quality enrichment programs at Elm Playlot (Pogo Park #1,
located in the center of the underserved Iron Triangle
neighborhood) to neighborhood children and youth.
$150,000 $150,000 95.10 1500
Asian
Black/African American
Latinx
White
Native American/Indigenous
Pacific Islander
Mixed Race
Prefer Not to State
Other
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Male
Female 94801
5 Aim High for High School Aim High’s free multi‐year middle‐scho ol summer learning program provides students with 25 days of
academic and enrichment opportunities Monday
through Friday. We run a five‐week program and we are
requesting support for the four weeks that fall within th e
RFCY’s grant period. Our program is designed to mitigate the summer slide, encourage academic gains and build
confidence so that students are prepared to succeed in
school. In summer 2022, we will serve 100 Richmond
students. After attending our program, these students
will be better prepared for high school and more likely t o
graduate on time eligible and ready for college.
$150,000 $150,000 94.90 80
Asian
Black/African American
Latinx
White
Asian/Pacific Islander
Mixed Race
Other
6 ‐ 12
13 ‐ 17
Male
Female
94801
94803
94804
94805
94806
8 of 14Page 272 of 2511
Priority Area 3 Out of School, After School, Sports and Enrichment Rank Organization Project Description Requested
Amount
Recommended
Amount
Average Score
(105 Total)
# Richmond
Youth Served Ethnic Groups Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip Code(s))
6 Rosie the Riveter Trust
(C*)
Rosie the Riveter Trust and the Rosie the Riveter
National Park have partnered on educational enrichment
and success‐oriented programs for underserved
elementary, middle and high school youth for more than
ten years.  Park programs have included Every Kid
Outdoors, Rosie’s Girls, and now  Open Outdoors for
Kids (OOK), providing rangers, films, bus transportation, history and environmental curricula and more. Programs
are focused on culturally‐relevant history, career track education, and outdoor exploration and education.  The
position funded by this request would enhance teacher
and parent access, and classroom, outdoor and in‐class
enrichment for youth from fourth grade through high
school.
$86,250 $86,250 92.14 960
Asian
Black/African American
Latinx
White
Pacific Islander
Mixed Race
6 ‐ 12
13 ‐ 17
Male
Female
Non‐Binary
94801
94803
94804
94805
94806
7 D.R.E.A.M. Financial
Academy (C*)
D.R.E.A.M. Financial Academy and Just Imagine KidZ
Literacy Project is a 10‐week collaboration project for students grades 3 through 8 living in underserved
Richmond communities. We will serve 120 youth
annually, 50 in our 10‐week summer program. Our
literacy project combines core English Language Arts
skills, and STEM activities. The collaborative program
delivers instruction on
Black inventors, entrepreneurs, and scientists and a
financial component that equips them with knowledge
and life skills. The summer program takes place three
days a week from 1p‐ 3p at Richmond Police Activities
League. Subsequent workshops take place virtually and
at various locations
$40,000 $40,000 88.42 100
Black/African American
Latinx
Prefer Not to State
6 ‐12
13 ‐ 17
Male
Female
94801
94803
94804
94805
94806
9 of 14Page 273 of 2511
Priority Area 3 Out of School, After School, Sports and Enrichment Rank Organization Project Description Requested
Amount
Recommended
Amount
Average Score
(105 Total)
# Richmond
Youth Served Ethnic Groups Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip Code(s))
8 YMCA of the East Bay Our ELP team aims to serve students K ‐ 6t h grade at six elementary schools and 7th‐8th grade students at one
middle school in the Richmond area for 38 weeks,
Monday through Friday from school dismissal until 6pm.

Our student population includes students who identify
themselves as Latinx, African Americans, English
Learners, students who have recently arrived in the
country, students in foster care, students whose families are in transition, homeless students, and students who
qualify for free or reduced‐price lunch.
$75,000 $0 74.60 711
Asian
Black/African American
Latinx
White
Native American/Indigenous
Prefer Not to State
6 ‐12
13 ‐ 17
Male
Female
94803
94804
94805
94806
10 of 14Page 274 of 2511
Priority Area 3 Out of School, After School, Sports and Enrichment Rank Organization Project Description Requested
Amount
Recommended
Amount
Average Score
(105 Total)
# Richmond
Youth Served Ethnic Groups Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip Code(s))
9 City of Richmond Sports and Leadership program creates a supportive environment for youth by allowing the youth to be
active agents that develop self‐advocacy and problem‐
solving skills that will prepare them to manage life's
different challenges through a sports leadership
program.
$120,000 $0 59.90 140
Asian
Black/African American
Latinx
Native American/Indigenous
Mixed Race
6 ‐ 12
13 ‐ 17
Male
Female
94801
94803
10 Oshiana Unique Thompkins
Foundation (E*)
The OUT foundation is creating an avenue for the youth
ages 12‐19 (focused on Richmond/North Richmond) to
become future business leaders. We are providing a
place for them to be creative outward thinkers, creating options to their future. They will learn what it takes to become an entrepreneur and or a small business owner.

Through online and in person education from
entrepreneurs and business owners actively practicing in their craft. The program has potential to serve 140 youth in business development and resources to help them
explore their dreams before graduating high school.
$30,000 $30,000 58.30 140
Asian
Black/African American
Latinx
White
Native American/Indigenous
Pacific Islander
Mixed Race
13 ‐ 17 Male
Female
94801
100
11 Motivated 2 Help Others
(E*)
Lego Robotics Program will teach the underserved and
at‐risk youth how to build and program robots and also
allow them an opportunity to compete in competitions
that they would not normally have
access to $24,088 $0 53.30 78
Asian
Black/African American
Latinx
White
Native American/Indigenous
Pacific Islander
Mixed Race
Prefer Not to State
Other
6 ‐ 12
13 ‐ 17
Male
Female
Non‐Binary
Other
Gender Not
Listed
94801
94803
94804
94805
94806
Total Requested/
Awarded $890,338 $671,250
11 of 14Page 275 of 2511
Priority Area 4 Youth Violence Prevention
Rank Organization Project Description Requested
Amount
Recommended
Amount
Average Score
(105 Total)
# of
Richmond
Youth Served
Ethnic Groups Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender
Identity
Area
(Zip Code(s))
1 Fresh Lifelines for
Youth, Inc.

In FY22‐23, FLY will reach at least 25 Richmond/North Richmond youth ages 14‐24 years with law‐related education and
mentoring. This will lay the foundation to expand services in the following year. To reduce system involvement and increase community safety, FLY’s program equips youth with knowledge about their rights and responsibilities under the law and helps them build skills for success
$65,475 $65,475 92.00 25
Black/African American
Latinx
White
Mixed Race
Other
13 ‐ 17
18 ‐ 24
Male
Female
Other
94801
94803
94804
94805
94806
Total Requested/
Awarded $65,475 $65,475
12 of 14Page 276 of 2511
Priority Area 5 Access to Basic Needs
Rank Organization Project Description Requested
Amount
Recommended
Amount
Average Score
(105 Total)
# of Richmond
Youth Served Ethnic Groups Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender Identity Area
(Zip Code(s))
1 Fresh Approach The program is designed to connect children and  their caregivers who are current or past beneficiaries of the Special Supplemental Nutrition Program for Women,
Infants, and Children (WIC) with complementary
nutrition education and resources. 40 youth and
caregivers are engaged in 2 series of 16‐week online
nutrition workshops. Class participants receive
“prescription” vouchers to spend on produce at local
farmers’ markets. Six youth are hired to assist with the program.
$68,004 $68,004 100.00 46
Asian
Black/African American
Latinx
White
Mixed Race
Prefer Not to State
Birth ‐ 5
6 12
Male
Female
94801
94803
94804
94805
94806
2 Greater Richmond
Interfaith Program
GRIP seeks funding for our dedicated family homeless
shelter in Richmond for roughly 120 clients a year while also providing them roughly 50,000 meals. We operate
24/7, 365 days a year. We not only shelter 120 clients
per year but find them permanent housing. Our meals
keep clients fed and healthy while they look for jobs
and housing opportunities.
$50,000 $50,000 86.00 120
Black/African American
Latinx
White
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Male
Female Unknown
Total Requested/
Awarded $118,004 $118,004
13 of 14Page 277 of 2511
Priority Area 6 Information, Guidance, and Case Management Rank Organization Project Description Requested
Amount
Recommended
Amount
Average Score
(105 Total)
# of Richmond
Youth Served Ethnic Groups Served
Age Groups served
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Gender Identity Area
(Zip Code(s))
1 Contra Costa Youth Service
Bureau
Contra Costa Youth Service Bureau (CCYSB) provide
Wraparound services to an additional 100 non‐Medi‐Cal
children, youth, and their families primarily in Richmond living in marginalized communities to ages 5 to 21in our Richmond office with emphasis on Bi‐lingual assistance to immigrant and undocumented families that struggle with
accessing services and resources due to language barriers.

CCYSB has a cadre of trained and culturally competent
Richmond rooted staff with lived experiences to effectively lead Wraparound services, outcome driven, increase
systems of collaboration for education, employment, and connecting children and youth to caring adults/peers, and provide developmental activities weekly
$100,000 $80,000 100.67 100 Black/African American
Latinx
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Male
Female
94801
94803
94805
2 Greater Richmond
Interfaith Program
GRIP is requesting funding for our case management
program located at our family homeless shelter in Richmond California. We have two full‐time case workers who help homeless and low‐income families navigate a multitude of social services. Our case workers handle over 500 unique clients a year.  $50,000 $20,000 76.50 574
Asian
Black/African American
Latinx
White
Native American/Indigenous
Pacific Islander
Mixed Race
Prefer Not to Stat
(Birth ‐ 5)
(6 ‐ 12)
(13 ‐ 17)
(18 ‐ 24)
Male
Female
94801
94803
94804
94805
94806
Total Requested/ Awarded
$150,000 $100,000
14 of 14Page 278 of 2511
1 RESOLUTION OF THE COUNCIL OF THE CITY OF RICHMOND, CALIFORNIA

AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE GRANT SERVICE

AGREEMENTS WITH NONPROFIT ORGANIZATIONS THAT RECEIVED GRANT AWARDS FROM THE FY 2021 -2022 RICHMOND FUND FOR CHI LDREN AND YOUTH OVERSIGHT

BOARD (RFCY) FOR AN AMOUNT NOT TO EXCEED ONE MILLION FOUR-HUNDRED THIRTY-FOUR THOUSAND THREE HUNDRED SEVENTEEN DOLLARS ($1,434,317)

WHEREAS, On June 5, 2018, Richmond voters approved Measures E and K, known as the Richmond Kids First Initiative, which approved a City of Richmond Charter Amendment (Article 15); and

WHEREAS, the Charter Amendment required (1) the creation of a Department of Children and Youth (Department), (2) provided for increased and dedicated funding for youth programs and services through the establishment of the Richmond Fund for Children and Youth (Fund), (3) established a 15 -member Oversight Board to oversee the Fund, and (4) required the development of a community needs assessment that would inform a three -year Strategic Investment Plan which will guide a “fair and open” grant-making process; and

WHEREAS, the Department facilitates the allocation of funds for youth-serving organizations by administering an open and fair application process that is in compliance with the policies adopted by the Oversight Board; and.

WHEREAS, the Richmond Fund for Children and Youth (Oversight Board) is responsible for overseeing the annual grant-making process of the Fund, monitoring the Department to ensure it operates in the best interests of the community, developing a Strategic Investment Plan every three (3) years, and facilitating an annual evaluation of the Fund and funded programs; and

WHEREAS, the Oversight Board help s guide funding for youth -serving organizations b y developing policies, monitoring, and ensuring that the Fund is managed in a manner accountable to the community; and.

WHEREAS, Article 15 Section 2 of the City of Richmond Charter of the requires -, the Fund be maintained separate and apart from all other City funds and shall be appropriated annually at the time of the City’s budget adoption; and

WHEREAS, the City of Richmond is required to set aside a portion of the annual actual unrestricted general purpose revenues of the City to be transferred in the amounts specified below:
 For Fiscal Year 2021 -2022, set aside for the Fund is an amount equal to one percent (1%) of the City’s annual actual unrestricted general purpose revenues  For Fiscal Year 2022-2023, set aside for the Fund is an amount equal to two percent (2%) of the City’s annual actual unrestricted general purpose revenues  For Fiscal Year 2023 -2024, and each fiscal year thereafter through Fiscal Year 2027 - 2028, set aside for the Fund is an amount equal to three percent (3%) of the City’s annual actual unrestricted general purpose revenues

WHEREAS, the Community Needs Assessment provided an overview of current data and

2 findings related to children, youth, and their families in Richmon d; and priorities were identified by synthesizing these data sources and surfacing issues that were raised across multiple groups and subgroups and within the framework of the legislation informing the Richmond Kids First Initiative; and

WHEREAS, the priority areas are:

1. Behavioral Health: Mental Health and Wellness

2. Education Support and Employment/Training Support

3. Out-of-school Time, After-school, Sports, and Enrichment

4. Youth Violence Prevention

5. Access to Basic Needs

6. Information, Guidance, and Case Management; and

WHEREAS, the Strategic Investment Plan builds on the priority areas identified through the Community Needs Assessment and guides the Department’s grant cycle between 2021 and 2024; and

WHEREAS, the second round of grant funding for Fiscal Year 2022-2023 (July 1, 2022 – June 30, 2023) is estimated to total approximately $1.6 million; and

WHEREAS, on December 10, 2020, the Oversight Board (Board) approved the Strategic Investment Plan (SIP), and the City Council subsequently approved the SIP at its regular meeting held on December 15, 2020.; and

WHEREAS, the eligible organizations were required to have 501(c)(3) tax status and provide services to Richmond and/or North Richmond residents; and

WHEREAS, the application for the second round of funding was released on December 21, 2021; and

WHEREAS, applications were due on February 7, 2022, and twenty-three (23) organizations submitted applications totaling more than $1.7 million in funding requests; and

WHEREAS, after review by City staff for completeness, twenty-three (23) applications were forwarded for review and scoring by the Oversight Board Grant Review Committee; and

WHEREAS, the Board recommends to the City Council that grants be awarded to the following nineteen (19) programs, for a total award amount not to exceed $1,434,317; and

Priority Area 1
Organization
Recommended
Award Amount
Mindful Life Project $60,000
New Life Movement $100,000
Bay Area Community Resources $149,588
TOTAL $309,588

3 Priority Area 2
Organization
Recommended
Award Amount
Richmond Art Center $40,000
The Watershed Project $100,000
Things That Creep (Small and Emerging) $30,000
TOTAL $170,000

Priority Area 3
Organization
Recommended
Award Amount
The Watershed Project $50,000
Scientific Adventures for Girls $65,000
The Practice Space $100,000
Pogo Park $150,000
Aim High for High School $150,000
Rosie the Riveter Trust (Collaboration: National Park Service) $86,250 D.R.E.A.M. Financial Academy (Collaboration: Just Imagine Kidz) $40,000 Oshiana Unique Thompkins Foundation (Small and Emerging) $30,000 TOTAL $671,250

Priority
Area 4
Organization
Recommended
Award Amount
Fresh Lifelines for Youth, Inc. $65,475
TOTAL $65,475

Priority
Area 5 Organization
Recommended
Award Amount
Fresh Approach $68,004.00
Greater Richmond Interfaith Program $50,000
TOTAL $118,004

Priority
Area 6 Organization
Recommended
Award Amount
Contra Costa Youth Service Bureau $80,000
Greater Richmond Interfaith Program $20,000
TOTAL $100,000

WHEREAS, the Richmond City Council authorizes City Manager’s staff to negotiate and enter into grant service agreements with the recipient organizations and to provide oversight to assure that deliverables are met and that activities and expenses are consistent with the intent of each agreement; and

NOW, THEREFORE BE IT RESOLVED, that the Council of the City of Richmond, California, adopts the Resolution to allocate FY 202 2-2023 Richmond Fund for Children and Youth (Kids First) funds to the grantees in the amounts specified above, and authorizes the City Manager’s Office to negotiate and execute grant service agreements with award recipients.

4 ------------------------------------------------------

I certify that the foregoing Resolution was passed and adopted by the Members of the City Council of the City of Richmond, California at a regular meeting held on June ___, 2022, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

______________________________
Clerk of the City of Richmond
Approved:

_______________________________________
Mayor

Approved as to form:

________________________________________
City Attorney

June 21, 2022

Community Development

DATE: June 21, 2022
TO: Mayor Butt and Members of the City Council
FROM:

Lina Velasco, Director of Community Development

Subject:

Resolution approving the Guidelines for Implementation of the Inclusionary Housing and Affordable Housing
Linkage Fee Ordinance
FINANCIAL IMPACT: There is no direct financial impact to the City’s General Fund from adoption of the proposed Guidelines.

PREVIOUS COUNCIL
ACTION:

In 2020, the City Council adopted Ordinance No. 24-20 to update the City’s inclusionary housing requirements and established a new commercial linkage fee. Resolution
No. 115-20 adopted inclusionary housing in-lieu fees for residential developments and non-residential linkage fees for non-residential developments.

STATEMENT OF THE
ISSUE:

Richmond Municipal Code Section 15.04.603.150
authorizes adoption of guidelines for the implementation of the Inclusionary Housing and Affordable Housing
Linkage Fee. Guidelines have been prepared for
consideration by the City Council.

RECOMMENDED ACTION:

ADOPT a resolution approving the guidelines for
implementation of the Inclusionary Housing and
Affordable Housing Linkage Fee Ordinance – Community
Development (Lina Velasco 510-620-6705).

AGENDA
REPORT

June 21, 2022
DISCUSSION:

The City Council adopted the Inclusionary Housing and Affordable Housing Linkage Fee Ordinance (“IH/AHLF Ordinance”) on November 10, 2020 (see Attachment 2). The IH/AHLF Ordinance updated the City’s existing inclusionary program and established a new commercial linkage fee. Fees were adopted and set by Resolution No. 115-20 (see Attachment 3). Richmond Municipal Code Section 15.04.603.150 provides for adoption of guidelines by the City Council to support implementation. These guidelines have now been prepared for consideration by the City Council.

The proposed Guidelines for Implementation of the Inclusionary Housing and Affordable Housing Linkage Fee Ordinance (“Guidelines”) specify implementation details for the program, including the following:

1) Affordable Housing Plan – New residential development projects must submit an Affordable Housing Plan to specify how the proposed project will comply with the IH/AHLF Ordinance. The Guidelines outline information that must be included with the Affordable Housing Plan submission to support the City’s review and approval. Requirements vary depending on the selected compliance option (on- site inclusionary units, off-site inclusionary units, property dedication, in-lieu fee).

2) Standards for Inclusionary Units – The Guidelines establish minimum standards for inclusionary units such as minimum unit sizes, required kitchen features, closets, laundry facilities, and access to the same amenities as market rate units.

3) Conditions for Off-site Inclusionary Units – The Guidelines establish conditions to help ensure a developer proposing off-site inclusionary units has a viable plan for development of the units. The ordinance requires off-site units be within one mile of the market rate project. The Guidelines further provide off-site units be in the same census tract as the market rate project, or if in a different census tract, one where median income is at least 80 percent (80%) of the market rate development census tract. This adds an objective criterion implementing the ordinance requirement that off-site units not cause concentrations of poverty.

4) Conditions for Property Dedication – The Guidelines include conditions for property dedication to help ensure the property is suitable for development of at least 10 percent (10%) more affordable housing units than otherwise required on- site.

5) Qualifying for Inclusionary Units – The Guidelines specify how household income is to be determined for purposes of qualifying for an inclusionary unit and how assets are taken into consideration. Minimum household sizes are included to ensure a match to an appropriate-sized unit.

June 21, 2022
6) Calculating Affordable Sales Prices – The Guidelines specify details regarding how affordable sales prices and re-sale prices for inclusionary units are to be calculated. Criteria for loans and the method for taking capital improvements into consideration as part of the resale price are defined. Inclusionary unit owners may sell the unit for the greater of: a) the calculated affordable price at the time of resale or b) their original cost of purchasing the unit adjusted for inflation, plus improvements made to the unit, plus seller paid commission or cost of sale. If there is damage to the unit at the time of sale, the cost of repairs may be deducted from the resale price. The approach balances the need to preserve affordability while allowing owners an ability to recover funds invested into the unit.

7) Requirements for Owners and Property Managers – inclusionary units must be used as a primary residence. Owners must provide an annual certification that they are occupying the unit as a primary residence. Property managers for rental inclusionary units must provide tenant income certifications, rent rolls for the property, and certify that tenants meet income requirements for occupancy of the units.

The Guidelines are consistent with existing ordinance requirements and provide that the adopted ordinance and resolution prevail if any conflict is identified. It is expected that the Guidelines will be amended from time-to-time, as necessary with Council approval.

If adopted, the Guidelines will serve as a reference for staff, developers, property managers, and owners of inclusionary units and will help provide consistency from project-to-project and over time.

CONCLUSION:

City staff recommends the City Council adopt the proposed resolution in Attachment 1 adopting the Guidelines for Implementation of the Inclusionary Housing and Affordable Housing Linkage Fee Ordinance, included as Exhibit A.

DOCUMENTS ATTACHED:

Attachment 1 – Draft Resolution adopting Guidelines
Exhibit A: Guidelines for Implementation of the Inclusionary Housing and Affordable Housing Linkage Fee Ordinance.

Attachment 2 – Ordinance No. 24-20
Attachment 3 – Resolution No. 115-20

1 RESOLUTION NO. _____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND,

CALIFORNIA, ADOPTING GUIDELINES FOR IMPLEMENTATION OF THE

INCLUSIONARY HOUSING AND AFFORDABLE HOUISNG LINKAGE FEE

ORDINANCE
WHEREAS, the State of California has found that local governments have a responsibility to use the powers vested in them to facilitate the development of housing and to make adequate provision for the housing needs of all economic segments of the community (Government Code Section 65580(d)); and
WHEREAS, the City Council has determined that there is a critical shortage of housing opportunities available to very low, low, and moderate-income households.

Goal #1 of the Housing Element of the General Plan is to achieve a balanced supply of housing available for all income groups. Increasingly, persons with very low, low and moderate incomes who work or live within the City are unable to locate housing at prices they can afford and are increasingly excluded from living in the City; and WHEREAS, in November 2020, the City Council adopted Article 15.04.603 of the Municipal Code of the City of Richmond regarding Inclusionary Housing and Affordable Housing Linkage Fees for the purposes of:

A. Enhancing the public welfare by increasing the production of housing units affordable to persons and households of very low, low, and moderate -income,

B. Affirmatively furthering fair housing by ensuring that affordable housing is constructed in all parts of the Cit y,

C. Providing and maintaining affordable housing opportunities for both ownership and rental housing,

D. Assisting in alleviating the impacts on demand for new affordable housing created by new market rate residential and non-residential development , by providing funds for development and preservation of housing affordable to employees; and
WHEREAS, the City has adopted Section 15.04.603.150 of the Municipal Code of the City of Richmond, which provides that the City Council may, by resolution, establish guidelines for administration and enforcement of the inclusionary housing and affordable housing linkage fee programs established by Article 15.04.603.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Richmond hereby adopts the Guidelines for Implementation of the Inclusionary Housing and Affordable Housing Linkage Fee Ordinance dated May 2022; and BE IT FURTHER RESOLVED, that this Resolution is not a project under the California Environmental Quality Act (CEQA), because it has no potential for resulting in

2 a physical change in the environment, either directly or ultimately, in that changing the affordability of residences has no potential for resulting in a physical change in the environment, either directly or indirectly, and further because a project does not include establishment of a governmental funding mechanism that does not involve any commitment to any specific project; and
BE IT FURTHER RESOLVED, that the facts set forth in the recitals in this Resolution are true and correct and incorporated by reference. The recitals constitute findings in this matter and, together with the agenda report, other written reports, public testimony and other information contained in the record, are an adequate and appropriate evidentiary basis for the actions taken in this Resolution. **************************************

I certify that the foregoing resolution was passed and adopted by the Council of the City of Richmond at a regular meeting thereof held on June 21, 2021, by the following vote:

AYES:

NOES:

ABSTENTIONS:

ABSENT:

CLERK OF THE CITY OF RICHMOND
(SEAL)
Approved:

Mayor

Approved as to form:

Interim City Attorney

Guidelines
for Implementation of the
Inclusionary Housing and
Affordable Housing Linkage Fee
Ordinance

Article 15.04.603 of the Richmond Municipal Code.

May 2022

City of Richmond Page 1
IH/AHLF Guidelines

TABLE OF CONTENTS

1.0  INTRODUCTION 3

1.1  Overview of Requirements for Residential Developments 3

1.2  Overview of Requirements for Non-Residential Developments 3

2.0  NEW RESIDENTIAL DEVELOPMENT PROJECTS 5

2.1  Affordable Housing Plan 5

2.2  Inclusionary Housing Agreement 5

2.3  Standards for Inclusionary Units 5

2.4  Standards for On-Site Inclusionary Units 7

2.5  Additional Standards for Off-Site Inclusionary Units 8

2.6  Provisions Applicable to Property Dedication 12

3.0  HOUSEHOLD INCOME AND QUALIFYING STANDARDS FOR INCLUSIONARY UNITS 14

3.1  Income Limits to Qualify for an Inclusionary Unit 14

3.2  Determination of Gross Household Income 14

3.3  Income from Assets 14

3.4  Household Size and Occupancy Limits for Units 15

3.5  Conflicts of Interest 15

4.0  PROVISIONS APPLICABLE TO FOR-SALE INCLUSIONARY UNITS 17

4.1  Eligibility requirements for purchasers of for-sale inclusionary units. 17

4.2  Marketing and Sale of For-Sale Inclusionary Units 17

4.3  Determination of Initial Sales Prices for Ownership Inclusionary Units 18

4.4  Determination of Maximum Resale Prices for Ownership Inclusionary Units. 19

4.5  Capital Improvements 20

4.6  Maintenance 21

4.7  Loan Requirements 21

4.8  Refinancing 21

4.9  Subordination 22

4.10  Insurance Requirements 22

4.11  Owner Occupancy and Annual Certification Requirement 22

4.12  Temporary Owner Occupancy Waivers 22

4.13  Term of Affordability 23

4.14  Limitations on Title Changes 23

5.0  REQUIREMENTS FOR RENTAL INCLUSIONARY UNITS 25

5.1  Maximum Rents 25

5.2  Occupancy Requirements 25

5.3  Annual Recertification and Over-Income Tenants 26

5.4  Property owner / manager responsible for marketing and lease up 26

5.5  Ongoing Compliance with Affordability Restrictions 27

5.6  Terms of Lease 27

City of Richmond Page 2
IH/AHLF Guidelines

5.7  Renovation of rental inclusionary units 28

6.0  AFFORDABLE HOUSING PLAN SUBMISSION REQUIREMENTS 29

ATTACHMENT A - GROSS INCOME per California Code of Regulations, Title 25, Section 6914.

City of Richmond Page 3
IH/AHLF Guidelines

1.0 INTRODUCTION

The City of Richmond’s Inclusionary Housing and Affordable Housing Linkage Fee program (“IH/AHLF”) is established in Article 15.04.603 of the City of Richmond Municipal Code (“RMC”). The City’s inclusionary program was adopted in 2001 and updated in 2020 by adoption of Ordinance 24-20 (“Ordinance”), which also established an affordable housing linkage fee that applies to new non- residential development. The amounts of the in-lieu fee and non-residential affordable housing linkage fee are established in Resolution 115-20 (“Resolution”), adopted October 20, 2020.

These Guidelines for Implementation of the Inclusionary Housing and Affordable Housing Linkage Fee Ordinance (“Guidelines”) establish procedures for the IH/AHLF program, including:
 Procedures that apply to new residential developments subject to the Ordinance; and  Procedures to ensure continued affordability of inclusionary units over time.

Adoption of guidelines is authorized by RMC 15.04.603.150. In the event of a conflict between the Guidelines and Ordinance or Resolution, the Ordinance and Resolution shall prevail. Undefined capitalized terms in the Guidelines are defined in the Ordinance and Resolution.

1.1 Overview of Requirements for Residential Developments

The City’s inclusionary requirements apply to new residential developments with ten or more units and are summarized in the table below.

Rental
Residential Developments
For-Sale
Residential Developments
Percent Affordable Units Required
9% Very Low
or
10% Low
7% Low For-Sale Units
or
10% Moderate For-Sale Units
or
10% Very Low Rental Units
Fee in-lieu of constructing inclusionary units
South of I-580 and including
the Point San Pablo Peninsula In-lieu fee permitted May not pay an in-lieu fee
Other Areas of the City In-lieu fee phased in as building permits are issued.

Other Alternatives Off-site affordable units, property dedication.

Fee amounts are established in the Resolution and are indexed annually for increases in construction costs.

1.2 Overview of Requirements for Non-Residential Developments

New non-residential developments and non-residential components of mixed use developments adding 5,000 square feet or more of new gross floor area are subject to the City’s affordable housing linkage fee

City of Richmond Page 4
IH/AHLF Guidelines

at an amount established in the Resolution. Fees apply to net new office, retail/service, warehouse / distribution, research and development, industrial, and hotel development. The Guidelines do not include any additional provisions related to implementation of linkage fees beyond those specified in the Ordinance and Resolution.

City of Richmond Page 5
IH/AHLF Guidelines

2.0 NEW RESIDENTIAL DEVELOPMENT PROJECTS

2.1 Affordable Housing Plan

An application for first approval of a residential development project or mixed use project containing ten or more units must submit an affordable housing plan describing how the project will comply with the Ordinance. The affordable housing plan must include information that will enable evaluation of the proposed compliance and specify the compliance alternative the project proposes to use:
 on-site inclusionary units,
 off-site inclusionary units,
 in-lieu fee payment, or
 property dedication.

The affordable housing plan will be processed concurrently with all other permits required for the residential development. It is recommended that the applicant consult early with City staff during the predevelopment or site planning process to allow sufficient time to develop the affordable housing plan.

The applicant’s affordable housing plan must be reviewed and approved by the same body that will review and approve other permits required for the residential development. To approve the affordable housing plan, the approval body must conclude that the affordable housing plan conforms to the requirements of the Ordinance and Guidelines.

Subsequent changes to an affordable housing plan after initial approval are also required to be reviewed and approved by the same approval body as approved the original affordable housing plan.

Section 6 specifies the required contents of the affordable housing plan. Requirements vary depending on the compliance alternative selected.

2.2 Inclusionary Housing Agreement

Projects proposing to comply through provision of on- or off-site inclusionary units must enter into an inclusionary housing agreement with the City consistent with the requirements of RMC 15.04.603.110.

The inclusionary housing agreement obligates the project to provide the inclusionary units consistent with the terms of the approved affordable housing plan and is recorded as a restriction against the property, running with the land and binding upon successor owners. Execution of the inclusionary housing agreement is required prior to issuance of a building permit or approval of a final or parcel map.

2.3 Standards for Inclusionary Units

This section outlines the minimum standards that all inclusionary units must meet.

City of Richmond Page 6
IH/AHLF Guidelines

Bedroom Count

The average number of bedrooms for the inclusionary units must be comparable to or greater than the average number of bedrooms of the market rate units.

Unit Size (square feet)

The square footage size of inclusionary units must be comparable to or greater than the average square footage size of the market rate units.

The developer may propose inclusionary units that have a smaller average size than the market rate units, if the decision-making body finds a smaller size meets the minimum standards specified below and will result in at least five percent (5%) more affordable units, with a minimum of one additional inclusionary unit.

The following minimum square footages as defined by California Tax Credit Allocation Committee Regulations (2021) apply:

Unit Type Minimum Unit Size
Studio 200 square fee t
1-bedroom unit 450 square feet
2-bedroom unit 700 square fee t
3-bedroom unit 900 square fee t
4-bedroom unit 1,100 square fee t

Minimums may be waived to the extent market rate unit sizes are also below these minimums.

Bathrooms

The minimum number of bathrooms required is as follows:
 Studios, one and two bedrooms: one bathroom
 Three or Four Bedrooms: two bathrooms
All bathrooms must include a sink and toilet. At least one bathroom must have a shower stall and standard-size tub or combination tub-shower unit.

Kitchens

Kitchens must include:
 Four-burner cook top and full-size oven with built-in exhaust hood  Full-size sink with electric disposal
 Full-size dishwasher

City of Richmond Page 7
IH/AHLF Guidelines

 Full-size refrigerator with freezer
 Upper and lower cabinets with doors

Appliances must be new and of good quality.

Closets

Minimum of one coat closet, one linen closet, and one closet for each bedroom.

Laundry

On-site or in-unit laundry is required. Laundry facilities must be comparable to market rate units.

2.4 Standards for On-Site Inclusionary Units

When inclusionary units are provided on-site, the following standards apply.

Exterior Appearance and Quality

Inclusionary units are required to be comparable in exterior appearance and overall quality of construction to the market-rate units. State law requires that the occupants of the inclusionary units in a mixed-income multifamily building have the same access to the common entrances as the occupants of the market-rate units.

Unit Type

The unit type for on-site inclusionary units must match the market rate units. For example, in a townhome development, the inclusionary units must also be townhomes. In a single family development, inclusionary units may be duplexes. This requirement may be waived if the decision-making body finds providing units of a different type than the market rate units will result in at least five percent (5%) more affordable units, with a minimum of one additional inclusionary unit.

Interior Finishes and Features

Interior finishes, features, and amenities must be durable, of good quality, and consistent with contemporary standards for new housing, but may differ from the market rate units.

Appliances must be new and of good quality, but may be a different make, model, or style from the market rate units.

City of Richmond Page 8
IH/AHLF Guidelines

Access to Amenities

The inclusionary units shall have access to the same common areas and amenities as the market rate units.

Any fees that are associated with access to on-site amenities in a rental development, when combined with the rents charged for the inclusionary units, must not exceed the applicable maximum affordable rent. In a for-sale development, any fees associated with on-site amenities must be either be included in HOA dues or otherwise considered in monthly homeownership costs for purposes of determination of the maximum affordable sales prices.

Location of On-Site Inclusionary Units

On-site inclusionary units shall be distributed throughout the residential development project located so as not to create a concentration of inclusionary units in any one portion of the residential development project. State law requires that in a mixed-income multifamily building, the inclusionary units may not be isolated on a specific floor or an area on a specific floor. The inclusionary units may be concentrated in one or more separate multifamily buildings only if the applicant demonstrates that concentration of the affordable units within separate buildings is required based on the funding source used (e.g., tax credit financing) or legal requirements imposed on the type of project (e.g., senior housing).

Timing of Construction for On-Site Inclusionary Units

Inclusionary units must be constructed in proportion to construction of the market-rate units. A building permit may not be issued for any market-rate unit unless a proportional number of building permits have been issued for inclusionary units. A certificate of occupancy or final inspection may not be issued for market-rate units unless a proportional number of certificates of occupancy or final inspections have been issued for inclusionary units.

Timing requirements may be modified if the City approves an alternative phasing plan for the inclusionary units as part of the affordable housing plan and inclusionary housing agreement. Approval of an alternative phasing plan may include a requirement that completion of the inclusionary units be secured by a requirement to pay the in-lieu fee that would otherwise apply, or other means of security as may be deemed necessary and acceptable to the City.

2.5 Additional Standards for Off-Site Inclusionary Units

When inclusionary units are provided off-site, all the criteria for on-site inclusionary units, described above, continue to apply. In addition, the following criteria apply.

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Calculation of Inclusionary Units Required With Off-Site Inclusionary Units

The required number of off-site inclusionary units is calculated by applying the inclusionary unit percentages established in RMC 15.04.603.040 to the combined number of units in the residential development project and the off-site inclusionary unit development.

For example, if the residential development includes 300 market rate rental units and the off-site inclusionary unit development includes 33 low income inclusionary units, the percentage of inclusionary units required is calculated as 10% x (300 + 33) = 33.33, which rounds down to 33 units. A fractional unit in-lieu fee would be due for the remainder of 0.33 units, or a total of 34 inclusionary units could be provided.

Location of Off-Site Inclusionary Units

The following location criteria apply to off-site inclusionary units:

(1) Must be within the City of Richmond no more than one mile from the residential development project.

(2) Within the same U.S. Census, census tract as the residential development, or a different census tract where median household income is at least equal to 80% of the median household income for the census tract applicable to the residential development, so long as the location will not tend to cause segregation or concentrations of poverty. Census tract maps and data on median household income as of the date of these Guidelines is included below. Current data available at the time the affordable housing plan is submitted should be utilized. The approval body may grant an exception to this requirement if it finds the exception will not tend to cause residential segregation or concentrations of poverty.

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Census Tract Map (2020 Census)

Source: U.S. Census Bureau 2020 Census – Census Tract Reference Map.

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Median Household Income by Census Tract (2015-2019 American Community Survey) (note: current data as of the time of affordable housing plan submission should be used) Census Tract Median Household Income
3601.01 $87,333
3601.02 $127,125
3602 $82,224
3610 $94,010
3650.02 $53,790
3650.03 $73,750
3671 $57,059
3700 $102,450
3710 $84,591
3720 $67,047
3730 $54,049
3740 $56,675
3750 $61,196
3760 $51,250
3770 $39,232
3780 $102,057
3790 $46,382
3800 $80,110
3810 $51,783
3820 $44,464
3830 $79,746
3922 $84,604
Source: US. Census 2015-2019 ACS.

Timing of Construction for Off-Site Inclusionary Units

Construction of the off-site inclusionary units may not have commenced prior to approval of the residential development.

Final inspections for occupancy of the market-rate units in the residential development project will be granted only after final inspections are completed for the off-site affordable units related to those market- rate units.

Timing requirements may be modified if the approval body approves an alternative phasing plan for the off-site inclusionary units as part of the affordable housing plan and inclusionary housing agreement.

Approval of an alternative phasing plan may include a requirement that completion of the off-site inclusionary units be secured by a requirement to pay the in-lieu fee that would otherwise apply or other means of security as may be deemed necessary and acceptable to the City.

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Additional Criteria for Off-Site Units

Approval of off-site inclusionary units in satisfaction of the requirements of the Ordinance is subject to the following additional criteria:

1. Financing or a viable financing plan, which may include public funding, shall be in place for construction of the off-site inclusionary units.

2. If the inclusionary units will be constructed by a separate developer, an agreement with such separate developer for construction of the units is in place.

3. The developer has marketable fee title to, or demonstrates control of, the site proposed for off-site inclusionary units.

4. The site has a General Plan and zoning designation that authorizes residential uses.

5. The site is suitable for development of affordable housing units in terms of configuration, physical characteristics, location, access, adjacent uses, and other relevant planning and development criteria including, but not limited to, factors such as the cost of construction or development arising from the nature, condition, or location of the site.

6. Infrastructure to serve the site, including but not limited to streets and public utilities, must be available at the property line and have adequate capacity to serve an affordable housing development.

7. Environmental and geological hazard reviews have been completed and demonstrate that the property is suitable for residential use.

2.6 Provisions Applicable to Property Dedication

Criteria for Acceptance of Property Dedication

Acceptance of property dedication in satisfaction of the requirements of the Ordinance is subject to the following criteria:

1. Location – Location criteria for off-site inclusionary units apply.

2. Value – The appraised value must equal or exceed the amount of the in-lieu fee that would otherwise be due. For for-sale units south of I-580 or located on the Point San Pablo Peninsula, the in-lieu fee for rental units will be used for purposes of determining compliance with this condition.

3. Financing or a viable financing plan, which may include public funding, shall be in place for construction of affordable units on the dedicated property.

4. The developer has marketable fee title on the site proposed to be dedicated.

5. The site has a General Plan and zoning designation that authorizes residential uses.

6. The site is suitable for development of affordable housing units in terms of configuration, physical characteristics, location, access, adjacent uses, and other relevant planning and development criteria including, but not limited to, factors such as the cost of construction or development arising from the nature, condition, or location of the site.

7. Capacity – The dedicated property shall be suitable for development of at least 40 units or 10 percent more than the number of inclusionary units otherwise required, whichever is greater.

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8. Infrastructure to serve the site, including but not limited to streets and public utilities, must be available at the property line and have adequate capacity to serve an affordable housing development.

9. Environmental review of the site has been completed for the presence of hazardous materials and geological review for the presence of geological hazards and all such hazards are or will be mitigated to the satisfaction of the City prior to acceptance of the site by the City.

Acceptance of sites may be conditioned upon satisfaction of certain conditions prior to conveyance to ensure the site is delivered in a condition that is suitable for development of the affordable units.

Dedication is required to be completed prior to the issuance of any building permit for the residential development project.

Transfer of Report(s) to City

Concurrent with conveyance of the site, all entitlements, permits, preliminary engineering, architectural and any other reports or studies pertinent to the site shall be transferred to the City.

Disposition by City

With respect to sites dedicated to the City in satisfaction of the Ordinance, the City shall solicit proposals to construct affordable units consistent with the purpose of the Ordinance. If the City determines that construction of an affordable housing development on the property is not viable, the City may dispose of the dedicated site for any purpose. Funds collected as a result of sale, transfer, lease, or other disposition of sites dedicated to the City shall be deposited into the affordable housing fund described in RMC

15.04.603.130.

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3.0 HOUSEHOLD INCOME AND QUALIFYING STANDARDS FOR INCLUSIONARY UNITS

3.1 Income Limits to Qualify for an Inclusionary Unit

Income limits to qualify for an inclusionary unit under the program are based on the limits annually published by State Department of Housing and Community Development (HCD) for Contra Costa County pursuant to Title 25 of the California Code of Regulations, Section 6932.

 Very Low (up to approximately 50% of AMI)
 Low Income (approximately 50% to 80% of AMI)
 Moderate Income (approximately 80% to 120% AMI)

3.2 Determination of Gross Household Income

Annual household income is defined pursuant to the California Code of Regulations (Title 25 Section 6914), included as Attachment A. Gross household income is the sum of all the income for every adult, 18 years or older, living in the unit. Sources of income include all wages or salaries, overtime pay, commissions, fees, tips, bonuses and other compensation, net income from a business or profession or from the rental of real or personal property, interest and dividends, payments received from social security, annuities, insurance policies, distributions from retirement funds, pensions, disability or death benefits, payments in lieu of earnings, public assistance, alimony and child support received, and any other source of income. Certain items are excluded from gross household income, as listed in Attachment A. All adult household members seeking to rent or purchase an inclusionary unit are required to submit documentation to verify the household meets the income and other requirements for occupancy of the unit.

3.3 Income from Assets

To determine eligibility for purchase of an inclusionary unit, a percentage of the household’s assets (as defined below) shall be added to the household income only when the household’s assets exceed the applicable annual household income limit.

When assets exceed the annual household income limit, then the amount of income attributed to these assets shall be calculated and included as part of household income based on the greater of:
 The actual annual income generated from the assets; or  10% of the value of assets in excess of the household income limit.

Assets include:
 Cash, bank account balances, certificates of deposit, and any cash or cash equivalents.  Marketable securities, stocks, bonds, notes, and other forms of capital investment.  Equity in real estate.

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 Cash value of revocable trusts and irrevocable trusts when a household member is a beneficiary.  Cash value of life insurance policies available to the individual before death (e.g., surrender value of a whole life or universal life policy).
 Personal property held as an investment that is readily convertible into cash.  Lump sum or one-time receipts, such as inheritances, capital gains, lottery winnings, victim’s restitution, insurance settlements, and other amounts not intended as periodic payments.

The following are excluded for purposes of determining income from assets:
 Ordinary household effects including furniture, fixtures, and personal property.  Automobiles for personal use.
 Term life insurance policies (i.e., where there is no cash value).  Business assets other than residential real estate.
 Funds to be used toward the purchase of the inclusionary unit (down payment and closing costs).  Retirement Plan Assets - Assets in a retirement plan recognized by the U.S. Internal Revenue Service are excluded for purposes of income calculated from assets. However, as described above, distributions from retirement plans are included in income.

3.4 Household Size and Occupancy Limits for Units

A household is defined as all persons who live or are proposing to live in the inclusionary unit. Pregnant applicants are counted as two members of a household upon submittal of medical documentation.

Children that live in the household at least 50% of the time are included.

Minimum occupancy is as follows, unless a reasonable accommodation is required (for instance, to allow a disabled resident to retain a caregiver).

Unit Type Minimum Occupanc y
Studio 1
1-Bedroom 1
2-Bedroom 2
3-Bedroom 3
4-Bedroom 4

To be eligible for occupancy of the unit, adult household members must not be eligible to be claimed as a dependent of a third party who is not a member of the household.

3.5 Conflicts of Interest

The following individuals are ineligible to purchase or rent an inclusionary unit:

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 City employees and officials and their immediate family members and dependents who have policy-making authority over or participate in the administration or implementation of any City housing program, including but not limited to the Ordinance.

 City employees and officials and their immediate family members and dependents who have authority over or participate in the review, approval, or permitting process for development projects that are subject to the Ordinance.

 A vendor or consultant to the City, including employees, immediate family members and dependents, who provides, or has provided within the past five years, any goods or services in connection with City housing programs and / or proposed developments subject to the Ordinance.

 The applicant, developer, or property owner of a project containing the inclusionary units and its officers and employees and immediate family members.

 Any other individual who has a conflict of interest as defined in the City’s Conflict of Interest policy.

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4.0 PROVISIONS APPLICABLE TO FOR-SALE INCLUSIONARY UNITS

4.1 Eligibility requirements for purchasers of for-sale inclusionary units.

 Household income within the maximum income limit for the unit.  Ability to qualify for a 30-year fixed rate mortgage in an amount sufficient to purchase the unit.  A minimum down payment of 3% of the purchase price of the inclusionary unit. Down payment may be in the form a silent second loan made through a down payment assistance program and may be comprised of gift funds but cannot exceed 20 percent of the purchase price.  Cash reserves equal to three months of housing payments (principal, interest, property taxes, hazard insurance, HOA dues and other related costs).
 Non-homeowner who meets one of the following criteria:
o Has not had any ownership interest in a principal residence in the five years preceding the date of application.
o A single person who has only owned a home with a former spouse while married or, for registered domestic partners, for the duration of the registered partnership. o An individual who has only owned a principal residence not permanently affixed to a permanent foundation.
o Prior homeowner who has lost a home to foreclosure not more recently than three years prior to the date of application, provided other eligibility requirements are met including an ability to qualify for a new 30-year mortgage.
 Commitment to use the property as a primary residence.  Proof of participation in a HUD-approved pre-purchase homebuyer education workshop for all adults who will be on title of the property.

4.2 Marketing and Sale of For-Sale Inclusionary Units

The applicant and all successors in interest shall be responsible for the marketing and sale of inclusionary units. The Applicant shall determine the selection criteria for occupancy of inclusionary units as set forth in the affordable housing plan. The applicant shall preliminarily screen all prospective buyers to ensure compliance with the applicable income restrictions and the City or its agent shall subsequently verify the eligibility of each buyer identified by the applicant prior to close of escrow for all initial sales.

The applicant may elect to sell for-sale inclusionary units to a qualified nonprofit housing corporation for the purposes of administering the inclusionary units and ensuring sale and resale to eligible households, provided that all of the requirements of California Government Code Section 65915(c)(2)(A)(ii) and the Ordinance are met.

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4.3 Determination of Initial Sales Prices for Ownership Inclusionary Units

The maximum initial sales prices of inclusionary units are determined by the City, or its agent, based on the maximum affordable housing cost provisions of Section 50052.5 of the California Health and Safety Code and the most recent HCD income limits for Contra Costa County, as follows:

 Step 1. Determine annual median income. Using HCD income tables for Contra Costa County, identify the annual median income for a household size that is one person more than the number of bedrooms in the inclusionary unit.

 Step 2. Determine the maximum affordable housing cost as follows:
 For Moderate Income, the maximum monthly affordable housing cost = Median income from Step 1 X 110% X 35% / 12.
 For Low Income, maximum monthly affordable housing cost = Median Income from Step 1 X 70% X 30% / 12.

 Step 3. Estimate all non-mortgage monthly housing expenses as the sum of:
a. Property taxes calculated based on rates applicable to the proposed unit inclusive of special taxes, parcel taxes, or other fixed charges or assessments. b. Mortgage insurance premium using rates published by the Federal Housing Administration.
c. Hazard insurance estimated based on a quote or estimate from an insurance provider or actual current premiums for comparable units. A walls-in policy would apply where the structure is or will be covered by an HOA policy.
d. Homeowner’s association dues (HOA) based on the actual amount approved by the State of California Department of Real Estate for the project. e. Utility costs determined using the current Housing Authority of the County of Contra Costa utility allowance schedule inclusive of heating, cooking, other electric, water heating, water, and garbage, not including any such costs included in HOA fees.

 Step 4. Determine the amount available for mortgage payments. This is calculated based on the maximum monthly affordable housing cost from Step 2 less estimated non-mortgage monthly expenses from Step 3.

 Step 5. Determine the supported mortgage amount. This is calculated based on the amount available for mortgage payments from Step 4. Interest rates are based on a 30-year fixed rate fully amortizing mortgage with commercially reasonable points and fees. Interest rates are drawn from the Freddie Mac Primary Mortgage Market Survey and are set at the greater of a rolling ten-year average of weekly interest rates, or current rates at the time of pricing.

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 Step 6. Determine the maximum inclusionary unit sales price by adding the mortgage amount from Step 5 and an assumed 5% down payment.

4.4 Determination of Maximum Resale Prices for Ownership Inclusionary Units.

Maximum resale prices for existing inclusionary units will be determined by the City or its agent in accordance with the terms of the affordability restrictions recorded on the title.

Unless otherwise specified, the maximum re-sale price is based on the greater of:

(1) The then current affordable purchase price calculated in accordance with the same procedures that apply to new units, less costs to repair any damage and deferred maintenance, or

(2) Seller’s adjusted costs, equal to the sum of:
a. The original purchase price paid by the seller, as adjusted by the change in the Consumer Price Index for all urban consumers for the San Francisco Bay Area since the date of purchase; plus
b. Sellers capital improvement costs equal to the sum of:
i. An allowance for capital improvements equal to 10% of the original purchase price of the unit, provided the unit has been owned at least five years; and ii. Sellers actual documented capital improvement costs in excess of the allowance per (b., i.), if any, for which seller furnishes the required documentation as described in Section 4.5, minus depreciation of 7% per year from the date of the improvements. Costs to add bedrooms or increase floor area are not subject to a depreciation adjustment. plus
c. Estimated seller-paid marketing, commission, and closing costs up to 6% of the sum of a. and b; less
d. Costs to repair damage and deferred maintenance.

Sellers are not guaranteed a new buyer will purchase the unit at the maximum resale price. It is possible the owner will need to lower the price to attract a qualified buyer. Affordability restrictions may include a City right to inspect prior to resale to determine if damage or deferred maintenance exists, to require the repair of damage or deferred maintenance, to have repair costs deducted from seller’s sales proceeds, and an assignable right of first refusal or option to purchase the unit at the restricted price.

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4.5 Capital Improvements

The depreciated cost of capital improvements made to the unit may be considered when the maximum resale price is determined, as described in the preceding section, to the extent costs exceed a standard allowance of 10% of the original purchase price. Examples of eligible capital improvement costs include:
 Major electrical wiring system upgrade
 Additions
 Alarm system
 Smoke detectors
 Major plumbing upgrades or replacement
 Additional closets and walls
 Removal of toxic substances or mold/mildew
 Energy efficiency improvements
 Insulation
 Replacement of built-in appliances and systems including furnace, water heater, stove/range, garbage disposal, dishwasher and microwave hood.
 Countertops
 Built in cabinets
 Bathroom tile
 Bathroom vanity
 Flooring replacement
 Earthquake retrofit or foundation repairs

For consideration as part of the resale price, the following must be provided for each eligible improvement.
 Contractor invoices.
 Proof of payment, such as a cancelled check, bank account statement or credit card bill.  Copy of building permits, if required.
 Before and after photos.

The homeowner is responsible for maintaining records of capital improvements and for submission of supporting documentation of the improvements at the time of resale. Unless the seller provides required documentation at the time of resale, only the standard 10% capital improvement allowance will be considered. The City is not responsible for maintaining records regarding capital improvement costs.

Items not considered capital improvements

Cosmetic improvements, items with a limited useful life, or items considered to be part of normal homeowner maintenance are permitted but would not be considered capital improvements for purposes of calculating the maximum resale price. Examples of ineligible costs include:
 New carpet
 Painting or refinishing of existing surfaces

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 Drywall repairs
 Plumbing repairs
 Window glass
 Replacement of lighting fixtures, handles, locks, doorknobs, outlets, or switches  Hot tub or spa, special entrances, thermostats, built in stereo system  Portable appliances (not built in)
 Decorative wall coverings or hangings, window treatments, mirrors, shelving.

4.6 Maintenance

The homeowner is required to maintain the unit throughout the ownership period. Appliances must be maintained in good working order. The unit must be sanitary and free of code violations.

4.7 Loan Requirements

The first mortgage must be a fully amortizing 30-year term fixed principal and interest loan. Interest only loans, negative amortization loans, adjustable rate loans, balloon payments, and reverse mortgage loans are not permitted. First mortgages must have a maximum loan to restricted value ratio no greater than 97%, based on the then current maximum resale price.

4.8 Refinancing

Written permission from the City or its agent is required prior to refinancing the first mortgage and is subject to the following conditions:
 The principal amount for the new first mortgage is equal to, or less than, the original first mortgage principal plus closing costs and points.
 The interest rate for the new first mortgage is less than the interest rate on the original first mortgage.
 The loan requirements described in the prior section are met.

Approval of the City or its agent is required for any cash-out refinancing, home equity loan, line of credit, or other financing secured by title. The requirement for approval extends both to first mortgages and subordinate financing. Approval is subject to:
 A maximum combined loan to value ratio of 80%, with value equal to the then current maximum resale price, as calculated with consideration to the cost of capital improvements that will be financed.
 A determination that the homeowners housing costs, including the additional borrowing, will not exceed 35% of the owners then current household income, does not exceed the owner’s ability to pay, and the loan or line of credit otherwise meets standard underwriting criteria.

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4.9 Subordination

Affordability restrictions may be subordinated to a first mortgage with approval by the City or its agent based on a determination that subordination is necessary to obtain commercially reasonable financing terms. Affordability restrictions will not be subordinated to any other liens or financing. Subordination to a new first mortgage upon refinance is subject to approval by the City or its agent and must conform to the requirements of the preceding section.

4.10 Insurance Requirements

Inclusionary unit owners must maintain a standard homeowner’s insurance policy in an amount equal to the estimated replacement value of the home with the City named as an additional insured. The City will be entitled to any policy proceeds in excess of the affordable unit purchase price if the proceeds are not used to rebuild the home.

4.11 Owner Occupancy and Annual Certification Requirement

Owner occupancy as a principal residence for at least ten (10) months out of each calendar year is required.

An annual certification is required for owners of inclusionary units certifying that the owner is occupying the unit as a principal residence. The certification must be accompanied by documentation to verify owner occupancy, including but not limited to a property tax statement, proof of insurance, utility bills, or other documentation as may be requested. The owner must claim a homeowner's property tax exemption.

If an owner is not in compliance with occupancy requirements, intentionally makes false statements on the annual certification, or fails to submit the annual certification of owner occupancy, the City will pursue remedies available under the affordability covenants, which may include exercising an option to purchase the unit or requiring a sale to a qualified buyer.

4.12 Temporary Owner Occupancy Waivers

Owner occupancy waivers of up to one year may be granted under any of the following circumstances:

 The property is being marketed for-sale to a qualified buyer,  The property is in foreclosure,
 The owner is on active military duty,
 Reasons deemed acceptable by the City, in its sole discretion, which are temporary in nature (e.g. sabbatical, caring for a sick relative, temporary relocation for work),  Temporary financial hardship where the households monthly housing expenses exceed 50% of household income.

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Any owner-occupancy waiver request must be in writing and accompanied by appropriate supporting documentation at least 30 days prior to commencement of the waiver period. Program participants who have purchased a residence elsewhere are not eligible for owner-occupancy waivers. At the end of the owner-occupancy waiver period, if the owners do not reoccupy the unit, it must be listed for sale.

Renting, leasing, or subleasing is prohibited unless authorized by the City. Temporary rental of the unit may be authorized in connection with an owner occupancy waiver only when all of the following conditions are satisfied:
 Owner is in compliance with all requirements of the program.  Total period for which the unit is leased does not exceed 12 months  May not be offered as a short-term rental.
 Tenant satisfies the income and other eligibility requirements for the unit.  Tenant acknowledges, in writing, that the rental is temporary.  Rent does not exceed the lesser of the maximum rent allowable for a rental unit with the same maximum household income restriction or the owners documented total housing expenses (including mortgage, property taxes, HOA dues, and insurance).

Owner-occupancy waiver recipients must provide copies of executed lease agreements to the City.

4.13 Term of Affordability

Resale restrictions for for-sale inclusionary units shall remain in effect for a minimum of 45 years from the date of the original sale of the unit. The term of the resale restriction shall renew at each re-sale.

4.14 Limitations on Title Changes

Title changes other than through a re-sale of the unit to a qualified buyer are not permitted except as provided below and are subject to written approval by the City or its agent.

Marriage or Domestic Partnership

No sooner than 12 months after the original purchase, a spouse or domestic partner may be added to title and assume the same rights and responsibilities as the original owner.

Dissolution of Marriage or Domestic Partnership

A spouse or domestic partner may be removed from title with proof of death, dissolution of marriage or domestic partnership.

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Owner’s Death

When an owner dies, surviving co-owners continue to hold title and must notify the City within 60 days and provide requested documentation prior to removing a deceased owner from title. When all owners on title have died, the unit may be transferred by inheritance, will, or any other function of law to a child, spouse or domestic partner not on title, provided that the transferee otherwise qualifies for the inclusionary unit. Within six months following the death of all owners on title, transferees who meet income eligibility requirements and wish to occupy the unit as a principal residence must execute documents transferring title and assuming the rights and responsibilities of the deceased owner.

Transferees who either do not meet eligibility requirements of the program or who do not wish to live in the unit must initiate the sales process for the unit to a qualified buyer within six months. If all owners on title have died, and the property is transferred to a minor child, provisions of the Probate Code must be complied with regarding ownership and occupancy of the property.

Living Trust

Transfers to a living trust require approval by the City or its agent and will be considered only if the following conditions are met:
 The trust is a revocable trust that complies with and is governed by the laws of California.  The owner serves as the trustee, settlor, and primary beneficiary.  There is no impairment of the City’s rights.

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5.0 REQUIREMENTS FOR RENTAL INCLUSIONARY UNITS

5.1 Maximum Rents

The maximum rents for rental inclusionary units are revised annually following publication of HCD income limits for Contra Costa County. Maximum rents for rental inclusionary units are set at levels affordable to low and very low-income households based on the following formula:

1. Maximum gross monthly rent is the product of the following:
 Median income divided by twelve months, based on HCD income tables for Contra Costa County for a household size that is one person more than the number of bedrooms in the inclusionary unit.
 60% of median for a Low income unit or 50% of median for a Very Low income unit.  A 30% share of income for housing costs.

2. Maximum affordable monthly rents are equal to the maximum gross monthly rent minus an allowance for tenant-paid utilities determined based on allowances annually published by the Housing Authority of the County of Contra Costa. If a parking charge or amenity fee applies, the monthly charge for the amenity fee and one parking space will be deducted.

3. Maximum rents are adjusted annually based on the most recently published HCD income limits.

Rents may be adjusted no more than once per year.

5.2 Occupancy Requirements

Qualifying Income

Households occupying rental inclusionary units must qualify as Very Low or Low income.

Primary Residence

All members of the household must occupy the unit as their primary residence for at least 10 out of 12 months of each calendar year.

Changes to occupancy during the lease term.

The approved tenant(s) must occupy the rental inclusionary unit during the entire term of the lease.

Households must maintain a minimum household size of at least one person per bedroom.

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For occupants added during the lease term (roommate, family member, etc.), the tenant must notify the City or its agent prior to the move in date and the entire household will be reevaluated to determine eligibility, including household income requirements.

Subletting and Short Term Rentals are Not Permitted

Inclusionary unit renters may not sublet any part of the rental inclusionary unit to anyone that is not a part of the household at any time. Rental inclusionary units cannot be used as a short-term rental or vacation rental.

5.3 Annual Recertification and Over-Income Tenants

Each year, inclusionary unit renters must provide household income documentation and other applicable household information to the project owner to verify continued compliance with the affordability restrictions applicable to the units. If a very low-income tenant’s household income increases and exceeds the income limits for a very low-income household but does not exceed the limit for low-income, then the tenant's rent will be increased to low-income rents and the tenant may remain in the unit until a suitable low- income unit becomes available. If a tenant's household income increases and exceeds the income limits for a low-income household, the tenant may remain in the unit if their income does not exceed the applicable income limits for moderate-income, and the tenant’s rent will be increased to moderate-income rents. If a tenant’s income exceeds the applicable income limits for moderate-income, the property owner may offer the tenant a market rate unit not to exceed market rent. In a mixed-income project, inclusionary unit tenants with incomes over moderate income may be allowed to remain in their unit, with rents adjusted to market rate, if the next available market rate unit of the same bedroom size is substituted as an inclusionary unit at the required rent level (i.e. inclusionary units in a rental project may be “floating” as long as the bedroom and affordability mix of the inclusionary units is preserved). In the event no market rate unit is available, the over- income tenant will be given six (6) months or until the expiration of the tenant’s lease, whichever is longer, to locate alternate housing and vacate the inclusionary rental unit. An extension of up to an additional six months is permitted in situations where tenants demonstrate hardship.

5.4 Property owner / manager responsible for marketing and lease up

The applicant or property owner, and all successors in interest, is solely responsible for marketing the rental inclusionary units and screening household eligibility. The applicant may designate a property manager, operator, leasing agent, or other individual or entity to administer marketing and screening activities in compliance with the Ordinance and these Guidelines.

In reviewing each candidate, the apartment owner/property manager may apply the same tenant selection criteria, such as past performance in meeting financial obligations and credit references, as those applied to applicants for non-inclusionary units on the same property, except for standards relating to income eligibility and other requirements specified in these Guidelines.

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5.5 Ongoing Compliance with Affordability Restrictions

Any project containing rental inclusionary units is required to submit an annual compliance report to the City or its agent consisting of the following:

1. Tenant Income Certification (TIC): Completed and signed by residents residing in the rental inclusionary units documenting family size, income and other financial information. Residents must be recertified annually to maintain eligibility.

2. Certified rent rolls: A report listing each inclusionary unit, the resident's name, rental rate, household income, the household size, and any other information regarding property tenancy. Rent rolls should be electronically submitted in an excel spreadsheet or electronic form otherwise acceptable to the City or its agent.

3. Certificate of compliance: A signed statement attesting that the project is in compliance with the inclusionary housing agreement.

5.6 Terms of Lease

Inclusionary unit tenants will be subject to the same conditions of tenancy as other tenants occupying the subject property, except for terms relating to occupancy, income eligibility, annual recertification, and limits on rents. The form of tenant lease for inclusionary units is subject to review and approval by the City or its agent. The tenant lease shall, among other matters:
 Provide for termination or non-renewal of the lease for failure to provide information required or reasonably requested by the apartment owner/property manager to establish or recertify the tenant's qualification, or the qualification of the tenant's household, for occupancy of the unit.  Be for an initial term of not less than one (1) year. After the initial year of tenancy, the lease may be month to month by mutual agreement of the apartment owner/property manager and the tenant, however the rent may not be raised more often than once every twelve (12) months after such initial year, subject to at least sixty (60) days' written notice.  Prohibit subleasing of the unit and its use for short-term rentals and include the tenant's obligation to inform the property manager of any need for maintenance or repair.  Allow termination of tenancy if tenant no longer meets the household income and minimum household size requirements applicable to the unit or if tenant is in violation of other requirements of these Guidelines such as the prohibition on subleasing or use as a short term rental.
 Include, at the rental property owner or manager’s option, the obligation for the tenant to provide a security deposit not exceeding one (1) months' rent. Owners that allow pets may charge an additional refundable pet deposit up to an additional one months’ rent, provided the charge does not exceed charges applicable to market units and is waived for documented service animals.  Otherwise conform to these Guidelines.

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If a project owner is seeking to evict a tenant, the eviction process must comply with all applicable Local, State and Federal laws including the Richmond Fair Rent, Just Cause for Eviction and Homeowner Protection Ordinance.

5.7 Renovation of rental inclusionary units

Any upgrades or renovations must be implemented comparably between inclusionary units and market- rate units, including services related to relocation during renovations.

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6.0 AFFORDABLE HOUSING PLAN SUBMISSION REQUIREMENTS

Residential developments of ten or more units are required to submit an affordable housing plan describing how the project will comply with the Ordinance. The following information must be included with the Affordable Housing Plan.

A. Contact

1. Property Owner Name

2. Developer / Applicant Name(s) and contact e-mail, phone, address.

B. Project Description

1. Project Name and brief description.

2. Site Address

3. Assessor Parcel Number(s)

4. Number of residential units

5. Number of residential buildings

6. Tenure (for-sale, rental, or combination).

7. Whether a parcel or condo map is proposed.

8. Unit mix and floor area information in a form similar to the table below.

Report for-sale and rental units separately and use a separate line for each bedroom size.

Market Rate Units Inclusionar y Units (if proposed)
Unit
Type
/ Plan
Type
No. of
Bedrooms
Per Unit
No.
of
Units
Average
Net Floor
Area* Per
Unit
(Sq.Ft.)
Aggregate
Net
Residential
Floor Area*
(Sq.Ft.)
No.
of
Units
Average
Net Floor
Area*
Per Unit
(Sq.Ft.)
Aggregate
Net
Residential
Floor Area*
(Sq.Ft.)
Income
Level (ELI,
VL, Low,
Mod)
Total No.
of Units

Total
Less: Existing to
be Removed (if
any):

Net New
*Net new residential floor area shall be calculated based on the floor area of dwelling units in the building, excluding unheated unenclosed spaces such as balconies, patios, unfinished garages or outside storage lockers, areas used for off-street parking and loading, and common hallways and common areas.

C. Proposed Compliance

1. Indicate how the project proposes to comply with the Ordinance:
a. On-site inclusionary units
b. In-lieu fee payment
c. Off-site inclusionary units
d. Property dedication

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2. If an exemption applies under RMC 15.04.603.030, specify the reason for the exemption and provide supporting information to demonstrate applicability.

D. Projects Proposing In-Lieu Fee

If an in-lieu fee is proposed, provide an estimate of the in-lieu fee that is due with a supporting calculation.

E. Projects Proposing On-Site Inclusionary Units

1. Identify the entities who will be responsible for development, ownership, management, and on-going compliance of the inclusionary units.

2. List inclusionary units to be provided with tenure, plan type, number of bedrooms, square footage, and income level applicable to each unit.

3. Site and floor plans identifying the location and square footage of market rate and inclusionary units, and bathrooms, kitchen appliances, closets, and laundry for inclusionary units.

4. Elevations of market-rate units and inclusionary units.

5. Phasing plan for the inclusionary and market rate units that complies with RMC

15.04.603.060.

6. Information to demonstrate inclusionary units will be comparable in exterior appearance and overall quality of construction to market-rate units.

7. Comparison of interior finishes and features between market rate and inclusionary units.

8. Confirmation residents of inclusionary units will have access to the same amenities and features as residents of market rate units, including but not limited to common areas, parking, and storage, and, in a mixed-income multifamily building, have the same common entrance as the market-rate units.

9. If inclusionary units are proposed to be placed in one or more separate buildings, evidence the proposed concentration is required by the funding source or type of building (such as senior units).

10. If inclusionary units are proposed to be a different unit type or size than the market rate units, information to support a finding that a smaller size or different unit type will provide adequate and decent housing and will result in at least five percent (5%) more affordable units than otherwise required.

11. Identify any public funding anticipated for the inclusionary units.

F. Projects Proposing Off-Site Inclusionary Units

1. For the proposed property where off-site inclusionary units would be constructed:
a. Narrative description
b. Address
c. APN(s)
d. General Plan and zoning designations.
e. Property owner name and contact information.

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f. Evidence of developer ownership or control or agreement with owner. g. Location map
h. Preliminary title report.
i. Phase I Environmental Report
j. Phase II Environmental Report if hazardous materials are suspected in Phase I report k. Evidence of hazardous materials mitigation, if applicable.

2. Identify the entities who will be responsible for development, ownership, management, and on-going compliance of the inclusionary units.

3. Location map demonstrating the off-site project is within one-mile of the market rate residential project and complies with the location criteria established in the Guidelines.

4. Number of units, bedroom mix, square footage, tenure and income level for proposed off-site inclusionary units and market rate units.

5. Site and floor plans identifying the square footage of market rate and off-site inclusionary units, and bathrooms, kitchen appliances, closets, and laundry for inclusionary units.

6. Elevations of market-rate and inclusionary units,

7. Comparison of interior finishes and features between market rate and inclusionary units.

8. Phasing plan for the inclusionary and market rate units that complies with RMC

15.04.603.060.

9. If inclusionary units are proposed to be placed in one or more separate buildings, evidence the proposed concentration is required by the funding source or type of building (such as senior units).

10. If inclusionary units are proposed to be a different unit type or size than the market rate units in the project, information to support a finding that a smaller size or different unit type will provide adequate and decent housing and will result in at least five percent (5%) more affordable units than otherwise required.

11. Infrastructure study by a licensed professional demonstrating the proposed property is served by infrastructure adequate to support development of affordable units. If adequate infrastructure is not provided, a third-party cost estimate of providing such infrastructure must be provided.

12. Evidence of a viable financing plan for off-site inclusionary units, including identification of any public funding sources anticipated or required.

G. Information Required for Projects Proposing Property Dedication

1. For the proposed property proposed for dedication:
a. Narrative description
b. Address
c. APN(s)
d. General Plan and zoning designation.
e. Property owner name and contact
f. Evidence of developer ownership or control.
g. Location map
h. Preliminary title report.

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i. Phase I Environmental Report
j. Phase II Environmental Report if hazardous materials are suspected in Phase I report k. Cost estimate for mitigation of hazardous materials, if applicable (mitigation must be complete prior to dedication)
l. Recent Land/Site Surveys
m. Appraisal for residential use of the property prepared by a licensed appraiser.

2. An assessment of the proposed site’s ability (with existing zoning, occupancy, building, and use restrictions) to provide at least 40 units and 10% more than the number of inclusionary units otherwise required.

3. Location map demonstrating the property is within one-mile of the market rate residential project and information to demonstrate compliance with location criteria established in the Guidelines.

4. Infrastructure study by a licensed professional demonstrating the proposed property is served by infrastructure adequate to support development of affordable units. If adequate infrastructure is not provided, a third-party cost estimate of providing such infrastructure must be provided.

5. Schedule for transfer of the property, which must be completed prior to issuance of any building permit for the market rate development.

6. Evidence of a viable financing plan for development of affordable units on the property, including identification of any public funding sources anticipated or required.

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ATTACHMENT A – GROSS INCOME

Title 25 of the California Code of Regulations, Section 6914 (Attached for ease of reference only. The current version of Title 25 CCR Section 6914 shall apply.)

“Gross income” shall mean the anticipated income of a person or family for the twelve-month period following the date of determination of income. If the circumstances are such that it is not reasonably feasible to anticipate a level of income over a twelve-month period, a shorter period may be used subject to a redetermination at the end of such a period. “Income” shall consist of the following:

(a) Except as provided in subdivision (b), all payments from all sources received by the family head (even if temporarily absent) and each additional member of the family household who is not a minor shall be included in the annual income of a family. Income shall include, but not be limited to:

(1) The gross amount, before any payroll deductions, of wages and salaries, overtime pay, commissions, fees, tips and bonuses;

(2) The net income from operation of a business or profession or from rental or real or personal property (for this purpose, expenditures for business expansion or amortization of capital indebtedness shall not be deducted to determine the net income from a business);

(3) Interest and dividends;

(4) The full amount of periodic payments received from social security, annuities, insurance policies, retirement funds, pensions, disability or death benefits and other similar types of periodic receipts;

(5) Payments in lieu of earnings, such as unemployment and disability compensation, worker's compensation and severance pay (but see subdivision (b)(3)).

(6) Public Assistance. If the public assistance payment includes an amount specifically designated for shelter and utilities which is subject to adjustment by the public assistance agency in accordance with the actual cost of shelter and utilities, the amount of public assistance income to be included as income shall consist of:

(A) The amount of the allowance or grant exclusive of the amount specifically designated for shelter and utilities, plus

(B) The maximum amount which the public assistance agency could in fact allow for the family for shelter and utilities,

(7) Periodic and determinable allowances such as alimony and child support payments, and regular contributions or gifts received from persons not residing in the dwelling;

(8) All regular pay, special pay and allowances of a member of the Armed Forces (whether or not living in the dwelling) who is head of the family or spouse (but see subdivision (b)(5)).

Where a family has net family assets in excess of $5,000, income shall include the actual amount of income, if any, derived from all of the net family assets or 10 percent of the value of all such assets, whichever is greater. For purposes of this section, net family assets means value of equity in real property other than the household's full-time residence, savings, stocks, bonds, and other

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IH/AHLF Guidelines

forms of capital investment. The value of necessary items such as furniture and automobiles shall be excluded.

(b) The following items shall not be considered as income:

(1) Casual, sporadic or irregular gifts;

(2) Amounts which are specifically for or in reimbursement of the cost of medical expenses;

(3) Lump-sum additions to family assets, such as inheritances, insurance payments (including payments under health and accident insurance and worker's compensation), capital gains and settlement for personal or property losses;

(4) Amounts of educational scholarships paid directly to the student or to the educational institution, and amounts paid by the government to a veteran for use in meeting the costs of tuition, fees, books and equipment. Any amounts of such scholarships, or payments to veterans not used for the above purposes of which are available for subsistence are to be included in income;

(5) The special pay to a serviceman head of a family away from home and exposed to hostile fire;

(6) Relocation payments made pursuant to federal, state, or local relocation law;

(7) Foster child care payments;

(8) The value of coupon allotments for the purchase of food pursuant to the Food Stamp Act of 1964 which is in excess of the amount actually charged the eligible household;

(9) Payments received pursuant to participation in the following volunteer programs under the ACTION Agency:

(A) National Volunteer Antipoverty Programs which include VISTA, Service Learning Programs and Special Volunteer Programs.

(B) National Older American Volunteer Programs for persons aged 60 and over which include Retired Senior Volunteer Programs, Foster Grandparent Program, Older American Community Services Program, and National Volunteer Program to Assist Small Business Experience, Service Corps of Retired Executive (SCORE) and Active Corps of Executives (ACE).

ORDINAN CE NO. 24-20 N.S.

ORDINANCE OF THE CITY OF RICHMOND AMENDI NG SECTION 15.04.104.020, DEFINITIONS, REPEALING ARTICLE 15.04.603, INCL USIONARY HOUSING, AND ADOPTING ARTICLE 15.04.603 OF THE MUNICIPAL CODE OF THE CITY OF

RICHMOND REGARDING INCLUSIONARY HOUSING AND AFFORDABLE

HOUSING LINKAGE FEES
WHEREAS, the State of California has found that local governments have a responsibility to use the powers vested in them to facilitate the development of housing to make adequate provision for the housing needs of all economic segments of the community (Government Code Section 65580(d)); and
WHEREAS, the Regional Housing Needs Allocation (RHNA) assigned to the City by the Association of Bay Area Governments provides that at least 4 7 percent of new housing in the City over the 2014-2022 period should be affordable to extremely low, very low, lower, and moderate income households; and
WHEREAS, according to the RHNA, the City has a total need for 2,435 units through the year 2022, out of which j ust over 29 percent is for low and moderate income households and another 18 percent is for very low and extremely low income households. The City believes that these are minimum requirements and that more must be done to meet the community's housing needs; and
WHEREAS, because of the shortage of affordab le housing in Richmond, many households in Richmond overpay for their housing. The City's 2015 -2022 Housing Element of the General Plan found that found that approximate ly 39 percent of Richmond households who own their homes paid 30 percent or more of income for their mortgage, while 55 percent of renter households paid more than 30 percent of income for housing. These households are overpaying for their housing, according to standar ds of the United States Department of Housing and Urban Developme nt; and
WHEREAS, it is the lowest income househo lds that spend the most on housing in Richmond.

The Housing Eleme nt further found that, of low income househo lds, 67 percent of owner­ occupied househo lds and 82 percent of renter-occupied house holds spent more than 30 percent of their income on housing~ and
WHEREAS, since the Housing Element was adopted in 2015, home prices have increased by 67 percent, accord ing to Zillow.com, whereas median incomes have increased only 28 percent, according to the California Department of Housing and Commun ity Development, and are likely to have declined from that number due to the COVID-19 pandemic, likely increasing the number of househo lds overpaying for housing; and
WHEREAS, based on these findings, the City has determined that there is a critical shortage of housing opportunities available to very low, low, and modera te-income househo lds. Goal #1 of the Housing Element is to achieve a balanced supply of housing available for all income groups. Increasing ly, persons with very low, low and moderate incomes who work and or live within the City are unable to locate housing at prices they can afford and are increasingly excluded from living in the City; and
WHEREAS, the City also finds that the high cost of newly constructed housing in Richmond does not, to any appreciable extent, provide housing affordable by very low, low, and moderate households, and that continued new residentia l and non-residential development that does not inc lude nor contribute toward lower cost housing will serve to further aggravate the current housing problems by reducing the supply of developable land while generating additional needs for affordable housing; and
Ord.No . 24-20 N.S.

WHEREAS, Housing Element Programs H-1.3.land H-1.3.2 provide that the City will conduct an inclusionar y housing ordinance study and will cons ider revisions to the inclusionary ordinance based on court decision s and the study, so long as those revision s do not constrain the overall production of housing in Richmond; and WHEREAS, legislation adopted in 2017 (AB 1505; Government Code Sections 65850(g) and 65850 .01) authorizes inclusionary requirements for rental residential developments, provided that such ordinance provides alternative means of compliance , and the proposed ordinance provides such alternative means of compliance; and
WHEREAS, Keyser Marston Associates has prepared three report s on the inclusionary ordinance, including a Financial Feasibility Analysis dated April 2019; and a Residential Nexus Analysis and a Non-Reside ntial Jobs-Housing Nexus Analysis dated July 2016 (together the "Keyser Marston Reports") ; and
WHEREAS, the Financial Feas ibility Analysis is consistent with the requirements of Section 65850 .0 l (b), in that Keyser Marston Associates is a qualified entity with demonstrated expertise preparing economic feasibility studies; the Analysis was made available for at least 30 days on the City's website and was considered by the City Counci l at a regularly schedu led meeting; and the study followed best professional practices and is sufficiently rigorous to allow an assessment of whether renta l incl usionary requirements are economica l feasible; and WHEREAS, the City further finds that the housing shortage for persons of very low, low, and moderate incomes is detrimental to the public health, safety and welfare and that it is a public purpose of the City, and a public policy of the State of California as mandated by the requ irements for a Housing Element of the City's General Plan, to make availab le an adequate supply of housing for persons of all economic segments of the community, and the City desires to modify the inclusionary housi ng ordinance to achieve the most affordab le housing while not constraining hous ing development in the City.

NOW, THEREFORE, the Council of the City of Richmond , California, do ordain as follows:

Section 1. Amendment of Section 15.04.104.020 Key Terms and Definitions (Affordable-Hou sing Related Terms). Section 15.04.104.020 of the Richmond Municipal Code, "Affordable-Housing Related Terms," is hereby amended to read as follows :

Affordable-Housing Related Terms
Accessible. Usable by persons with disabilities and compliant with the building standards published in the California Building Standards Code relating to access for persons with disabilities and the other regulations adopted pursuant to Government Code Section 4450 that are in effect on the date of application for a building pe1mit.

Affordable Housing Cost. Affordable rent or afforda ble sales price, as defined in this section.

Affordable I-lousing Units. Dwelling units affo rdable to moderate , low, very low, or extremely low income persons.

Affordable Housing Fund. A fund or account designated by the City to maintain and account for all monies received pursuant to Article 15.04.603.

Affordable Rent. The maximum monthly rent, including an allowance for tenant paid utilities, calculated at the specified income level in accordance with the Health and Safety Code Section 50053.

Affordable Sales Price. The maximum purchase price that will be affordable to the specified household at the specified income level, calculated in accordance with California Health and Safety Code Section 50052.5. The affordable sales price shall include a reasonable down payment , and month ly housing payments (including interest, Ord.No. 24-20 .S.

principal, mortgage insurance, property taxes, homeowner's insurance, homeowner's association dues, and a reasonable allowance for property maintenance , repairs, and utilities), all as determined by the City.

Common Ownership or Control. Prope1ty owned or controlled by the same person, persons , or entity, or by separate entities in which any shareholder, partner, member, or family member of an investor of the entity owns ten percent (10%) or more of the interest in the property.

Contiguous Property. Any parcel of land that is (1) touching another parcel at any point; (2) separated from another parcel at any point only by a public right of way, private street or way, or public or private utility, service , or access easement; or (3) separated from another parcel only by other real property which is in common ownership or control of the applicant which is not subject to the requirements of Article 15.04.603 at the time of a project application by a developer.

Density Bonus. A density increase over the otherwise maximum allowable density permitted by the City of Richmond pursuant to California Government Code Section 65915 and Article 15.04.602.

Density Bonus Units. Dwelling units approved in a residential development project or mixed-use development project pursuant to California Government Code Section 65915 and Article 15.04.602 that are in excess of the maximum allowable residential density otherwise permitted by the City of Richmond.

Housing Unit. A dwelling unit.

Inclusionary Housing Agreement. An agreement in conformance with Section

15.04.603.110 between the City and a developer , governing how the developer shall comply with Article 15.04.603 .

Jnclusionwy Unit. A dwelling unit intended for sale or rental, required by Article

15.04.603 to be affordable to very low, low, or moderate-income households.

Initial Subsidy. An amount equal to the fair market value of a dwelling unit at the time of initial sale minu s the initial sale price , plus the amount of any down payment assistance or m01tgage assistance.

Low Income Household. Households whose income does not exceed the low-income limits applicable to Contra Costa County as defined in California Health and Safety Code Section 50079.5 and published annually pursuant to Title 25 of the California Code of Regulations, Section 6932 (or its successor provision) by the California Department of Housing and Community Development.

Market Rate Unit. A new dwelling unit in a residential development project that is not an inclusionary unit.

Mixed-Use Development Project. Any development that includes both a non-residential development project and a residential development project.

Moderate Income Household. Households whose income does not exceed the moderate­ income limits applicable to Contra Costa Cow1ty as defined in California Health and Safety Code Section 50093 and published annually pursuant to Title 25 of the California Code of Regulations , Section 6932 (or its successor provision) by the California Department of Housing and Community Development.

Non-Residential Development Project. Any development for which a discretionary approval for non-residential development or building permit is required that includes the creation of net new floor area for non-residential purposes. For purposes of Article

15.04.603, a live-work unit is not a non-residential purpose.

Ord.No. 24-20 N.S.

Ownership Residential Development. Any residential development that includes the creation of one or more additional dwelling units that may be sold individually. A residential ownership development also includes the conversion of a residential rental development to a residential ownership development.

Proportionate Share of Appreciation. An amount equal to the ratio of the initial subsidy to the fair market value of a dwelling unit at the time of initial sale.

Rental Residential Development. Any residential development that creates one or more additional dwelling units that cannot be lawfully sold individually in confonnance with the Subdivision Map Act.

Resale Control. A recorded document applied to an affordable housing unit or an inclusionary unit that, for a specified term, requires sale of the unit to a very low, low, or moderate-income household at an affordable sales price.

Residential Development Project. Any developm ent for which a discretionary approval for residential development or a building permit is required that includes the creation of one or more additional dwelling units, conversion of nonresidential uses to dwellin g units, or the conversion of a use from a residential rental development to a residential ownership development. For purposes of Article 15.04.603, a live-work unit is counted as a residential dwelling unit.

Senior Citizen. A person 62 years of age or older, or 55 years of age or older in a senior citizen housing development.

Senior Citizen Housing Development. A senior citizen housing development as defined in California Civil Code Sections 51.3 and 51.12, that is developed, substantiall y rehabilitated , or substantially renovated for senior citizens. A senior citizen housin g development must include at least 35 dwelling units
Very Low Income Household. Households whose income does not exceed the very low­ income limits applicable to Contra Costa County as defined in California Health and Safety Code Section 50105 and published annually pursuant to Title 25 of the California Code of Regulations, Section 6932 (or its successor provision) by the California Department of Housing and Community Development.

Section 2. Repeal and Adoption of Article 15.04.603. Article 15.04.603 of the Richmond Municipal Code, Inclusionary Housing , is hereby repealed, and Article 15.04.603, Inclusionary Housing and Affordable Housing Linkage Fee, is hereby adopted to read as follows:

15.04.603.010 Purpose
A. The purpose of this Article is to enhance the public welfare by establishing policies to increase the production of housing units affordable to persons and households of very low, low, and moderate -income. These requirement s implement the Housing Element of the General Plan through assisting in meeting the City's regional housing obligation s, providing funding for the City's affordable housing programs , and affirmatively furthering fair housing by ensming that affordable housing is constructed in all parts of the City.

B. The City Council desires to provide and maintain affordable housing opportunities in the community through an inclusionar y housing program for both ownership and rental housing, and, in furtherance of that goal, includes rental affordable housing requirements in this chapter consistent with Government Code Sections 65850(g) and 65850.01.

C. The City's inclusionary housing requirements will assist in alleviating the use of available residential land solely for the benefit of households that are able to afford market rate housing, because such market-rate development will be required to contribute to the provision of affordable housing for the entire Richmond community. The requirements will also assist in alleviating the impacts of the demand for new affordable housing Ord.No. 24-20 N.S.

created by new market-rate residential development by making additional affordable housing available in Richmond.

D. The City Council desires to provide and maintain affordable housing opportunities in the community through an affordable housing linkage fee program for non-residential development consistent with Government Code Sections 66000 et seq.

E. The City's affordable housing linkage fee requirements will assist in alleviating the impacts of the demand for new affordable housing created by new non-residential development by providing funds for the development and preservation of housing affordable to employees.

15.04.603.020 Applicability
A. The provisions of this Article shall apply to any residential development project, non­ residential development project, and mixed-use project unless exempt under Section

15.04.603.030.

B. Residential development projects and the residential components of mixed-use development projects shall comply with the inclusionary housing requirements specified in Section 15.04.603.040.

C. Non-residential development projects and the non-residential components of mixed-use development projects shall comply with the affordable housing linkage fee requirements specified in Section 15.04.603.090.

D. A developer of a residential development project, non-residential development project, or mixed-use development project shall not avoid the requirements of this Article by submitting piecemeal project applications . At the time of the application for first approval for a project, the developer shall identify all contiguous property under common ownership or control. The developer shall not be required to construct dwelJing units upon the contiguous property at the time of the application for first approval; however, the developer shall be required to include the contiguous property under common ownership or control in its affordable housing plan and its inclusionary housing agreement. The inclusionary housing agreement shall be recorded against the project and all contiguous property under common ownership or control and shall require compliance with this Article upon development of each contiguous property at such time as there are development applications that would authorize a total of ten or more residential units and/or 5,000 square feet of non-residential floor area for the development and the contiguous property under common ownership or control or as otherwise specified in the inclusionary housing agreement.

15.04.603.030 Exemptions
The following projects are exempt from the provisions of this Article:

A. Residential development projects and the residential components of mixed-use development projects with fewer than ten dwelling units or lots, unless subject to this Article under Section l 5.04.603.020(D) above.

B. Non-residential development projects and the non-residential components of mixed-use development projects with less than 5,000 square feet of net new floor area.

C. Developments developed in accordance with the terms of a development agreement adopted by ordinance pursuant to the authority and provisions of California Government Code Section 65864 et seq., and that is executed prior to the effective date of the ordinance codified in this Article, provided that such developments shall comply with any requirements included in the development agreement or any predecessor ordinance in effect on the date the development agreement was executed.

D. Developments exempted by California Government Code Section 65589.5, 66474.2 or 66498.1, provided that such developments shall comply with any predecessor ordinance, resolution , or policy in effect on the date that the application for the development was deemed substantially complete under Government Code Section 65943 or successor provision.

Ord.No. 24-20 N.S.

E. Developments exempted by California Government Code Section 65589.5(0) or successor provision , provided that such residential developments shall comply with any predecessor ordinance , resolution , or policy in effect on the date that a preliminary application for the development containing all of the information required by Government Code Section 65941. 1 was submitted to the City.

F. Developments exempted by another state law or by final judgement of a court of competent jurisdiction.

G. Non-residential development projects shall be subject to any non-reside ntial linkage fee in effect on the date that the app lication for a building permit is submitted.

H. Residential development projects that have subm itted a complete application or that have been approved prior to the effective date of the ordinance codified in this Article have the option of complying with this Article or the policies in effect on the date the application for the development was deemed substant ially complete under Government Code Section 65943 or successor provision.

15.04.603.040 lnclusionary Housing Requirements for Residential Development Projects All new residential development projects and residential compo nents of mixed-use development projects, unless exempt under Section 15.04.603.030, shall provide inclusionary units upon the same site or comply with an alternative that is approved as described in Section 15.04.603 .080.

A. The developer of an ownersh ip residential development shall provide either:

1. Seven percent (7%) of the dwelling units in the residential development project made available at an affordable sales price to low-income households; or

2. Ten percent (10%) of the dwelling units in the residentia l develop ment project made availabl e at an affordable sales price to moderate-income households.

B. The developer of a rental residential development shall provide either:

1. Nine percent (9%) of the dwelling units in the residential development project made available at an affordable rent to very low-income households; or

2. Ten percent (10%) of the dwelling units in the residential development project made available at an affordable rent to low-income households.

C. Calculations of the number of inclusionary units required by this section shall be based on the number of dwelling units in the residentia l development project , exclud ing any density bonus units.

D. In calculating the number of required inclusionary units, any decimal fraction equa l to or greater than 0.50 shall be construed as requiring one inclusionary unit. For any decimal fraction less than 0.5, the applicant must either provide one inclusionary unit or pay the City an in-lieu fee calculated in accordance with Section 15.04.603.070.

E. When a residential development project includes both ownership and rental dwelling units, the provisions of this Article that apply to ownership residential developments shall apply to that portion of the development that consists of ownership dwelli ng units, while the provisions of this Article that apply to rental residential developments shall apply to that portion of the development that consis ts of rental dwelling units.

15.04.603.050 lnclusionary Housing Standards and Incentives.

A. Inclus ionary units shall be comparab le in exterio r appearance and overall quality of construction to market-rate units in the same housing development project. Interior finishes, features , and amen ities may differ from those provided in the market rate units, so as long as the finishes, features, and amenities are durable, of good quality, and consistent with contemporary standards for new housing.

B. The number of bedrooms and the size of the inclusionary units shall be comparable to or greater than the average number of bedrooms and average size of the market rate units.

C. The inclusionary units shall be distributed throughout the residential development project located so as not to create a concentration of inclusionary units within the residential development project.

Ord.No. 24-20 N.S.

D. The inclusionary units shall have the same amenities as the market rate units included within the affordable rent or affordable sales price for the inclusionary unit. For exampl e, residents of the inclusionary units shall have the same access to and enjoyment of common open space, parking, storage, and other facilities in the residential development project, and residents of the inclusionary units shall not be charged more than affordable rent or affordable sales price for the use of such facilities and amenities.

E. A developer of a residential development project providin g all required inclusionary units upon the same site as the market-rate units may, at the developer's election, use the following incentives:

1. Apply for a density bonus and other regulatory incentives pursuant to Government Code Section 65915 and the provisions of Article 15.04.602 if the residential development project contains sufficient inclusionary units or other affordable units to qualify for a density bonus.

2. If required by the funding source (e.g., tax credit financing) or legal requirements imposed on the type of project ( e.g., senior housing), the inclusionary units may be concentrated within a portion of the building or site containing the residential development project.

3. The developer may provide inclusionary units within the residential development project that are of a different unit type or size than the market rate units within the residential development project, if the decision-making body finds that a smaller size or different type will provide adequate and decent housing and will result in at least five percent (5%) more affordable units than required under this Article.

The inclusionary units shall continue to have the same average bedroom count as the market rate units.

15.04.603.060 Timing of Construction of lnclusionary Units.

All required inclusionary units shall be made available for occupancy concurrently with the market rate units. For the purposes of this subsection, "concurrently" means one of the following:

A. Inclusionary units must be constructed in proportion to construction of the market-rate units, at a ratio of one inclusionary unit to each nine market-rate units.

1. A building permit may not be issued for any market-rate unit unless a proportional number of building permits have been issued for inclusionary units.

2. A certificate of occupancy or final inspection may not be issued for market-rate units unless a proportional number of certificates of occupancy or final inspections have been issued for inclusionary units.

B. In-lieu fees, if required , have been paid in accordance with Section 15.04.603.070.

C. The applicant has met, or made arrangements satisfactory to the City to meet, an alternative requirement as permitted by Section 15.04.603.080 , or the City has approved an alternative phasing plan for the inclusionary units as part of the affordable housing plan and inclusionary housing agreement.

15.04.603.070 In-Lieu Fee
Except for ownership residential developments proposed south of interstate highway 580 and on the Point San Pablo peninsula , at the developer's election, the inclusionary housing requirements in Section 15.04.603.040 may be satisfied by the payment of a fee to the City in-lieu of constructing the inclusionary units within the residential development project in accordance with the following requirements:

A. No building permit shall be issued by the City for any market rate unit in the residential development project until all in-lieu fees due have been paid to the City, unless the conditions of approval allow the fees to be paid at occupancy. Fees for fractional units shall be paid at issuance of the fir st building permit in the project.

B. Prior to recordation of any final or parcel map for the development , notice of this requirement shall be recorded against each lot in the subdivision. The developer shall Ord.No. 24-20 N.S.

provide specific written notice to any purchaser of any dwelling unit prior to the acceptance of any offer to purcha se, and shall obtain executed acknowledgment of the receipt of such notice , that the purchaser shall not have any right to occupy the dwellin g unit until such time as all in-lieu fees owing for the residential dev elopm ent are paid to the City.

C. All in-lieu fees shall be depo sited in the affordable housing fund described in Section

15.04.603 .130.

D. In-lieu fees may be established from time-to-time by reso lution of the City Council.

Ownership residential developments proposed south of interstate highway 580 and on the Point San Pablo Penin sula are prohibited from electing to pay an in-lieu fee and must instead provide on­ site inclusionary housing or another alternative approved under Section 15.04 .603.080.

15.04.603.080 Alternative Compliance Options
A. The inclusionary housing requirement for ownership residential deve lopment s in Section

15.04.603.040.A may be satisfied by providing ten percent (10%) of the dwelling unit s in the residential development project at affordable rent to very low income househo lds.

The inclu sionary housing agreement shall include provisions to allow for the sale of the inclusionary units at an affordable sales price and relocation benefit s for tenants of the inclusionary unit s if the owner of the ownership residential development later dete1mines to offer any inclusionary unit s in the residential development project for sale. At sale, appropriate documents shall be recorded to ensure affordability of the inclu sionary unit s to very low income households for a 45 year term.

B. The developer , or an entity controlled by the develo per, or another entity that has entered into an agreement with the developer to provide affordable housing, may propose to construct the inclusionary unit s required by Section 15.04.603 .040 on another site in the City of Richmond. Two or more developers may also jointly propose off-site construction of affordable units on a single site. The City shall grant a credit for off-site construction if the proposal meet s all of the following conditions:

1. Financing or a viab le financing plan , which may include public funding, shall be in place for the off-site inclusionary units;

2. The off-site locat ion is suitable for the proposed inclusionary housing , consistent with any adopted guide lines and the Housing Element, will not tend to cause residential segregation or concentrations of poverty, and is located within one mi le of the residential deve lopment project with appropriate infrastructure and services; and

3. Construction of the off-site inclusionary units may not have commenced prior to the first approval of the residential development.

Final inspections for occupancy of the market-rate units in the residential development proj ect will be granted only after final inspection s are completed for the off-site affordable unit s related to tho se market-rate unit s. However, the timin g requirements set forth in this subsection may be modified by the approval body. The City may require that completion of off-site affordable units be further secured by the applicant's agreement to pay in-li eu fees in the amount due under Section 15.04.60 3.070 in the event the off-site units are not timely completed.

C. The developer may propose to meet the requirements of Section 15.04.603.040 by dedicating prop erty to the Ci ty in-lieu of constructing inclusionar y unit s within the residential deve lopment project. The City shall approve property dedication w1der this subsection only if the proposal meets all of the following conditions:

1. The number of affordable Wlits to be constructed on the dedicated property shall be at least 10 percent greater than the number of inclusionary units otherwise required under this Article;

2. Financing or a viable financing plan , which may include publ ic funding, shall be in place for construction of the affordable units on the dedicated property ; and Ord.No. 24-20 N.S.

3. The property to be dedicated is suitable for the proposed inclusionary housing, consistent with any adopted guidelines and the Housing Element, will not tend to cause residential segregation or concentrations of poverty, and is located within one mile of the residential development project with appropriate infrastructure and services.

The property shall be dedicated to the City prior to issuance of any building permit for the residential development project.

D. Other Alternative Compliance Methods. The developer may propose an alternative compliance method to provide inclusionary units through other means. The approval body may approve or conditionally approve such an alternative only if the approval body determines , based on substantial evidence, that such alternative compliance will provide as many or more affordable units at the same or lower income levels, will not tend to cause residential segregation or concentrations of poverty, and will otherwise provide greater public benefit than would provision of the inclusionary units on site. The affordable units to be created shall conform with all other requirements of this Article except as modified by the approval body.

15.04.603.090 Non-Residential Linkage Fee
A. Non-residential linkage fees may be established from time-to-time by resolution of the City Council.

B. No building permit shall be issued by the City for any non-residentia l development project until all linkage fees have been paid to the City, unless the conditions of approval allow the fees to be paid at occupancy.

C. All linkage fees shall be deposited in the affordable housing fund described in Section

15.04.603.130.

15.04.603.100 Application Requirements
A. An application for the first approval of a residential development project or mixed-use project shall include an affordable housing plan describing how the project will comply with the provisions of this Article, either with on-site units, payment of in-lieu fees, or an alternative measure consistent with Section 15.04.603.080.

B. Any adopted guidelines or City application form may specify the contents of the affordable housing plan. No application for a first approval for a residential development may be deemed complete unless an affordable housing plan is submitted in conformance with this Article.

C. The affordable housing plan shall be processed concurrently with all other permits required for the residential development. Before approving the affordable housing plan, the approval body shall find that the affordable housing plan conforms to this Article.

15.04.603.110 Inclusionary Housing Agreement
Prior to the issuance of a building permit or approval of a final or parcel map for any residential development project subject to this Article that includes inclusionary units, the developer shall enter into a written agreement with the City for the duration of affordability. An agreement is not required for developers who pay an in-lieu fee. The terms and conditions of the agreement shall be binding upon any successor in interest of the developer and shall be recorded in the Contra Costa County Clerk Recorder's Office, County Recorder Division prior to issuance of the building permit or recordation of the final or parcel map. The agreement shall be in a form approved by the City Attorney and executed by the City Manager and shall include provisions for the following:

A. The number and proportion of housing units affordable to moderate-income, lower­ income, very low income, and extremely low income households by type, location and number of bedrooms;
B. The party responsible for certifying rents and sales prices of inclusionary housing units and certifying incomes of tenants or purchasers of the inclusionary housing units (the City may specify the party certifying rents, sales prices, and incomes); Ord.No. 24-20 N.S.