CID 22-23 Application — Community Development Block Grant Standing Committee of the City Council, February 22, 2022

2/15/22, 5:13 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10930&prop=26 1/7 Consolidated Community Funding Application
Redwood City, San Mateo County, and S. San Francisco
Application for New Funding for FY 2022-23

GENERAL INFORMATION

1. Organization Name: Center for Independence of Individuals with Disabilities

2. Project Title: Housing Accessibility Modifications (HAM) We are applying for funding from:

Redwood City City of San Mateo South San Francisco County of San Mateo Budget/Client Summary (Auto-populated from Budget, below) Jurisdictions
receiving this application
Amount
Requested
% of Program
Budget
Proposed # of
Served % of Served
Total $
Per
Redwood City $15,000 15% 9 17% $1,666.67
City of San Mateo $20,000 20% 14 26% $1,428.57
County of San Mateo $55,000 55% 26 48% $2,115.38
South San Francisco $10,000 10% 5 9% $2,000.00
Total $100,000 100% 54 100% $1,851.85
Grant Funded Programs:

We are applying for a Minor Home Repair Program
CDBG National Objective Eligibility - How are you serving low income populations? Service to "presumed benefit" groups listed below (income verification not required, but verification of presumed benefit status is required):

Abused children Homeless persons
Victims of domestic violence Illiterate adults
Elderly persons/seniors (age 62+) Persons living with AIDS Severely disabled adults Migrant farm workers
Income Verification: Describe how you obtain, verify, and maintain proof of income and presumed benefit status.

Third party documentation or client signatures on the certification forms must be available on file for review at all times.

All Home Accessibility Modification (HAM) consumers/applicants must meet the income requirements for either the extremely low, very low, and low income categories. Services are only available to individuals and families with functional limitations. CID requires all applicants to complete an intake to verify that they qualify under the terms stated under each grant agreement, as well as the policies necessary for consumers of an Independent Living Center (e.g. Disabilities, income requirements, and needs) to become more independent. When more than self verification is required under a specific grant and policy and stipulation, we gather all pertinent income information prior to starting modification to any households. Examples of acceptable forms of income verification include: W-2 from prior years, recent payroll stubs (3 months), copies of SSI award letters, AFDC award letters etc.

3. Project Address: 2001 Winward Way, Suite 103 City: San Mateo Zip: 94404-2499

4. Provide a one sentence project summary:

The Housing Accessibility Modification (HAM) program will provide modifications to homes of persons with disabilities to improve accessibility and increase safety.

Organization Address: 2001 Winward Way, Suite 103 City: San Mateo Zip: 94404-2499 Organization Phone: 650-645-1780 Website:
http://www.cidsanmateo.org/
Type of Applicant: Non-Profit Our agency serves:

5. Contact Person / Project
Administrator:

Name: Paul Cruz Title: Program Manager
Telephone: 650-
645-1780, Ext. 112
Contact Email: [email protected]; Fax: 650-645-1785

6. Name of Agency Director: Donna Reed

7. Fiscal Officer: Name: Tsegereda Andarge Email: Telephone: 650- 2/15/22, 5:13 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10930&prop=26 2/7 [email protected] Ext. 111
Fiscal Officer Address: 2001 Winward Way, Suite 103 City: San Mateo Zip: 94404-2499

8. Authorized Signatory: Name: Donna Reed
Email:
[email protected]
Telephone: 650-
645-1780 Ext 113
Authorized Signatory
Address:
2001 Winward Way, Suite 103 City: San Mateo Zip: 94404-2499

9. Please provide days and hours of regularly scheduled operation:

Office Hours are Monday - Friday from 9 am - 5 pm.

10. DUNS Number: 049014111 Federal EIN/TIN Number: 94-2581080

11. HUD Activity: Choose the HUD activity that most closely matches your service:
14A - Rehab: Single-Unit Residential

12. Project Specific Narrative: Provide a narrative description of the specific activities to be carried out with the requested funds. This should also include program objectives and key priorities for each specific jurisdiction.

Accessible, affordable housing is a major concern for people with disabilities in San Mateo County. A recent government report showed that San Mateo County ranks the least affordable housing market in the state with 12% of its residents able to purchase a home (SF is at 14%). The major emphasis in CID's housing efforts is our Housing Accessibility Program (HAM). Through the HAM Program, CID installs ramps, hand rails, grab bars, vertical lifts, and other modifications to make homes accessible. These modifications assist people with disabilities to remain at home or move back into their homes with greater independence, preventing the need to move into a skilled nursing or other institutional care facility. CID cooperates with cities and the County housing agencies in San Mateo County to increase then number of accessible and affordable housing.

Our key objective for all cities is to provide home modifications for extremely low, very low, and low income individuals with disabilities living in San Mateo County. Our priorities are to provide individuals with disabilities who have low resources the opportunity to become more independent in their homes through modifications that will keep them safe in their homes.
13A. Assessment of Need - Redwood City: Briefly describe how you determined the need for your program for each specific jurisdiction that you are applying for funds. Identify target population(s) and area(s) served.

Please state the source(s) and date(s) of information. Identify any similar programs in the community.

Determination of need for each specific jurisdiction that we are applying for funds is based on past performances of the agency, demands identified by request, and similar programs within a specific jurisdictional area. Additionally, we audit our organization on key demographic of nationality and diverse population of services provided and outreach to different communities.

Population: The target population is individuals with disabilities. According to 2010 Census data, 18.9% of Redwood City residents have disabilities. Additional increase projection in the future occurring with the growing elderly community.

Areas: The targeted area is all residential households within the Redwood city limits that are low, very low, and extremely low income level.
'Redwood City QuickFacts from the US Census Bureau.' San Mateo (city) QuickFacts from the US Census Bureau.

N.p., n.d. Web. 21 Jan. 2016
13B. Assessment of Need - City of San Mateo: Briefly describe how you determined the need for your program for each specific jurisdiction that you are applying for funds. Identify target population(s) and area(s) served.

Please state the source(s) and date(s) of information. Identify any similar programs in the community.

Population: The target population is individuals with disabilities living in the City of San Mateo. According to 2010 Census data, 15% of the City of San Mateo residents have disabilities. Additional increase projection in the future occurring with the growing elderly community.

Areas: The targeted area is all residential households within the San Mateo city limits that are low, very low, and extremely low income level.
'City of San Mateo QuickFacts from the US Census Bureau.' San Mateo (city) QuickFacts from the US Census Bureau. N.p., n.d. Web. 21 Jan. 2016
13C. Assessment of Need - County of San Mateo: Briefly describe how you determined the need for your program for each specific jurisdiction that you are applying for funds. Identify target population(s) and area(s) served. Please state the source(s) and date(s) of information. Identify any similar programs in the community.

Population: The target population is individuals with disabilities living in the County of San Mateo. According to 2010 Census data, 19.8% of residents of the County of San Mateo have disabilities. Additional increase projection in the future occurring with the growing elderly community.

Areas: All residential households within the San Mateo County limits that are low, very low, and extremely low income level.
'County of San Mateo QuickFacts from the US Census Bureau.' San Mateo (city) QuickFacts from the US Census 2/15/22, 5:13 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10930&prop=26 3/7 Bureau. N.p., n.d. Web. 21 Jan. 2016
13D. Assessment of Need - South San Francisco: Briefly describe how you determined the need for your program for each specific jurisdiction that you are applying for funds. Identify target population(s) and area(s) served. Please state the source(s) and date(s) of information. Identify any similar programs in the community.

Population: The target population is individuals with disabilities living in South San Francisco. According to 2010 Census data, 17.75% of South San Francisco residents have disabilities. Additional increase projection in the future occurring with the growing elderly community.

Areas: All residential households within the South San Francisco city limits that are low, very low, and extremely low income level.
'South San Francisco (city) QuickFacts from the US Census Bureau.' San Mateo (city) QuickFacts from the US Census Bureau. N.p., n.d. Web. 21 Jan. 2016

14. Timeline: Provide a brief timetable for project implementation and achievement of projected goals and how you plan to expend your funds in a timely manner by the end of the fiscal year.

Our Home Accessibility Modification (HAM) Program is continuously monitored throughout the fiscal year to ensure that projected timelines and milestones are met. In the beginning of each fiscal year, we evaluate the amount of funding that is allotted for each individual city and/or county to set monthly and quarterly milestones to be met regarding spending and the number of consumers to be served in order to reach our annual program goals.

After each monthly review, we evaluate progress toward our annual goal and which cities and/or county may be lacking in consumer requests. We will schedule outreaches in the target areas to increase community awareness of our organization and the HAM program. All our HAM project goals are set, achievable, measurable, time limited, and clearly stated on our work plans for each project.

15. Evaluation: Briefly describe how you will determine and measure the success of your program and whether or not program goals were met? If your program is currently receiving grant funds please describe accomplishments of goals to date.

CID provides quality satisfaction surveys for all Home Accessibility Modification Program clients served in order to monitor the services provided. We gauge our program success by our consumers' satisfaction, as well as reaching milestones set in the grant stipulations, including the number of individuals households served, the number and type of modifications provided, and diversity of consumers served. Increased independence is provided through installation of grab bars in a bathroom so that an individual can shower without care attendants or the installation of a ramp so that an individual can move in and out freely without assistance. These modifications essentially prevent individuals from having to be institutionalized and allows them to live more independently in their home and community.

16. Collaboration: Describe partnerships with other organizations/agencies, the nature of the partnership, and how it relates to the proposed project.

We currently collaborate with Home Safety Services and EVator as contractors who install the modifications.

Additionally, we work closely with various community organizations and local senior centers for outreach and referrals. A few of those partners include Samaritan House, The Villa Senior Living, Menlo Park, San Bruno, South San Francisco Senior Centers and the Mental Health Association. In 2022, CID is looking to enhance its partnership on the Institute on Aging to build a cross-referral partnership.

17. Impact: : Discuss any general trends and conditions that have affected or impacted your service levels or service populations. For New Applicants – describe what these funds would allow your agency to do that you may not be able to do now. For Continuing Applicants – describe how your program would be impacted without these funds.

Trends show that the number of older adults and individuals with disabilities in San Mateo County could increase by 30-40% by 2020 (Lisa et all). As an Independent Living Center serving individuals of all ages and disabilities, we are seeing an increase in the needs for our Home Accessibility Modification Program, as well as our AT Department (e.g Stairlifts). Without these funds, our HAM program would not be able to provide home accessibility modifications for as many residents as previously served, as other funding sources cover administration costs, but will not cover materials and supplies for the program. Without these funds there could be an increase of individuals will no longer be able to live independently in their homes, and consequently stripped of their independence. It could also potentially put a financial strain on the individuals family, county, and state due to high cost of institutionalization. As a Center, our HAM program is the most vital to the San Mateo County community and without these funds we would inevitably lose staff and lose one of our most valued and long standing programs in the community.

18. Project Beneficiaries/Quantifiable Measurement: Indicate the expected number of beneficiaries to be served by the program. For each response below please indicate both the number of households and number of individuals. Refer to the San Mateo County Income Limits. a. Indicate the total number of low-income beneficiaries you expect to serve with this program for each jurisdiction application for funding. *Low-income is 80% of Area Median Income or below. See AMI table b. Indicate the total number of beneficiaries you expect to serve with this program in each jurisdiction - regardless of income.
2/15/22, 5:13 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10930&prop=26 4/7 Jurisdiction
a. Number of low-income beneficiaries
to be served per grant jurisdiction
application. **Low-income** is 80% of
Area Median Income or below.
b. All beneficiaries to be served per
grant jurisdiction application
regardless of income
Persons Households Persons Households
Daly City 11 11 11 11
Redwood City 9 9 9 9
City of San Mateo 14 14 14 14
County of San Mateo 26 26 26 26
South San Francisco 5 5 5 5
Totals 65 65 65 65

19. Populations Served: Check the boxes below if they describe a significant population served by your program.

These categories are not considered "presumed benefit" by HUD, and require income verification.

Persons exiting incarceration
Low-income youth
Other Disabled

20. Affirmative Outreach:
a. Use the demographics from your previous program year to provide an analysis of the population you serve relative to the demographics in the table. NOTE: If you are a new applicant please provide your best estimation.

Race & Ethnicity
Redwood City
Population
Redwood City
% by Ethnicity
Low Income by
Ethnicity served
by your Program
Your Program %
by Ethnicity
Total 74,402 100% 10 100%
White and not Hispanic 40,656 54.64% 5 50.00%
White and Hispanic 23,557 31.66% 1 10.00%
Asian 6,715 9.03% 2 20.00%
African American 1,916 2.58% 0 0.00%
Pacific Islander 663 0.89% 0 0.00%
Native American 384 0.52% 0 0.00%
Other 1,511 2.03% 2 20.00%
Race & Ethnicity
City of San
Mateo
Population
City of San
Mateo % by
Ethnicity
Low Income by
Ethnicity served
by your Program
Your Program %
by Ethnicity
Total 97,207 100% 9 100%
White and not Hispanic 45,240 46.54% 3 33.33%
White and Hispanic 25,815 26.56% 2 22.22%
Asian 18,153 18.67% 0 0.00%
African American 2,099 2.16% 4 44.44%
Pacific Islander 1,937 1.99% 0 0.00%
Native American 140 0.14% 0 0.00%
Other 3,823 3.93% 0 0.00%
Race & Ethnicity
South San
Francisco
Population
South San
Francisco % by
Ethnicity
Low Income by
Ethnicity served
by your Program
Your Program %
by Ethnicity
Total 63,632 100% 7 100%
White and not Hispanic 23,760 37.34% 2 28.57%
White and Hispanic 21,645 34.02% 0 0.00%
Asian 23,293 36.61% 3 42.86%
African American 1,625 2.55% 0 0.00%
Pacific Islander 1,111 1.75% 0 0.00%
Native American 395 0.62% 0 0.00%
Other 9,598 15.08% 2 28.57%
b. Based on the percentages that you indicate your organization served describe your efforts to improve affirmative outreach to groups that may be underserved by your program and the result of your efforts:

Based on the statistical analysis of people served by CID and race and ethnicity average of each city (Redwood City, SSF, and City of San Mateo) continued outreach is needed to reach Asian and Hispanic communities in all 3 demographic areas. In 2022, CID will be employing more targeted social media outreach as well as community education on the HAM program.

21. Leveraging: Describe your fundraising efforts and additional sources of revenue for this project and your organization. Please state whether any of these fund sources are already committed and in what amount.

The majority of our administrative costs are funded by the Department of Rehabilitation (DOR) revenue. As of date, we have already allocated funding from DOR to help fund support staff to help coordinate the modification of 2/15/22, 5:13 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10930&prop=26 5/7 jobs, contractors, billing, and additional administrative duties associated with the HAM program.

Staff List
List below key staff members who work on this program
Position Title Name of Staff
Person
Job Responsibilities Qualifications
HAM Coordinator Rachel Aceberos Coordination of all HAM projects Background in Program
Coordination
Fiscal Manager Tsgereda Andarge
Fiscal Management for entire
organization
Background in Fiscal
Management
PROPOSED PROGRAM BUDGET FOR FY 2022-23
Redwood City City of San Mateo County of San
Mateo
South San
Francisco Total Jurisdictions
Budget Line Item
Agency
Total
Pgm%
Program
Total % Requested % Requested % Requested % Requested Pgm% Requested Labor
Finance Manager $65,000 10% $6,500 18% $1,200 23% $1,500 46% $3,000 12% $800 100% $6,500 Taxes/Benefits $0 $0 $0 $0 $0 $0 $0
Operations/Maintenance
Materials/Contractor $93,500 100% $93,500 15% $13,800 20% $18,500 56% $52,000 10% $9,200 100% $93,500 Administration $0 $0 $0 $0 $0 $0 0% $0
TOTAL $158,500 63% $100,000 15% $15,000 20% $20,000 55% $55,000 10% $10,000 100% $100,000 Number of Individual Beneficiaries 9 14 26 5 54
Cost per Individual $1,666.67 $1,428.57 $2,115.38 $2,000.00 $1,851.85 For the City of Redwood City ONLY, answer the following:

1. Funding Criteria:

1. Affordable Housing: Acquisition of sites for affordable housing, new construction of affordable housing, conversion of existing housing to affordable, acquisition and rehabilitation of rental housing (includes special needs housing).

2. Marketing/Advertising
a. Check all of the following methods your agency utilizes to promote and advertise your programs and services:

Flyers/brochures
Website
CIP (Handbook/Database)
Outreach presentations to service providers
Outreach presentations to public
PSA’s
Social Media - Please list:
b. Which of the above marketing/advertising materials are available in multi-langual form and which languages are they available in?
Brochures are available in Spanish and English. Large print or braille materials are available upon request.

Languages spoken in the office: Tagalog, Spanish, and Arabic. c. How and where are the materials distributed?
Material for our Home Accessibility Modification (HAM) program are prominently displayed in the lobby of our Main Office (San Mateo) and our Branch Office (San Bruno). Additionally, when an individual conducts an intake for any of our programs, they are given an overview and materials for the HAM program as well. During all outreaches to different community partners in San Mateo County, we distribute pamphlets describing the services at our center.

Some of our common targets for outreaches for the HAM program are: hospitals, Occupational Therapists, Physical Therapists, Social Workers, teachers, and organizations that are specifically geared towards diverse groups. Staff also frequently participate in senior information and health fairs and other resource fairs to distribute HAM materials directly to community members who could benefit from the program. 2/15/22, 5:13 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10930&prop=26 6/7

3. Program Outcomes: a. Please describe the accomplishments of program goals for FY/21.

Our program helps individuals in the community through home modifications or using Assitive technology (e.g stair lifts). These efforts assist us to maintain people's independence and safety, while fostering community integration.

As a result of our program, going to the grocery story, getting to work or to a doctor's appointment becomes possible. One of the biggest impact we have through this program is helping individuals remain in their homes as well as return home form institutional settings by providing structural improvements that give power and independence back to the consumer.
b. In what ways has your program made a difference in the lives of the people you serve? Please provide at least one concrete example from the people served in FY/21:

Karin called in hopes of getting some help for her elderly parents. Mr. and Mrs. Boyle are in their 80s and they have very poor mobility. They needed a standard stair-lift to help them get up and down the long flight of stairs in their home. The stairs were a serious fall risk for the both of them. CID's HAM Program was able to provide a stair-lift and now Mr. and Mrs. Boyle can go up and down independently using the stair lift and continue to live independently in their home in San Mateo.

Attachments

1. Resolution authorizing application and
designation of signatory, by the Board of
Directors
Board_Resolution_-_City_of_Redwood_City_-_January_2020.pdf Board_Resolution_-_City_of_San_Mateo_-_January_2020.pdf Board_Resolution_-_County_of_San_Mateo_-_January_2020.pdf Board_Resolution_-_South_San_Francisco_-_January_2020.pdf Note_on_Updated_Board_Resolution.pdf

2. Proof of 501(c)3 / tax-exempt status Attachment_2._CID_-_501c3_Status.pdf

3. By-laws Attachment_3._CID_-_ByLaws.pdf

4. Articles of Incorporation Attachment_4._CID_-_Articles_of_Incorporation.pdf

5. Board roster, including:

Name, Company, Years on Board
Meeting dates for previous 12 months
Number of years allowed for each board
term
Current_Board_of_Directors_List_.pdf

6. Organizational chart for entire organizationOrganizational_Chart_1-12-2022.pdf

7. Certified financial audit no more that 1
fiscal year old, prepared by a CPA, and:

Management letters (if applicable)
A-122 and A-133 Single Audit (for entities
that receive more than $750,000 in federal
funding) OR
A letter from your Executive Director or
Chief Financial Officer certifying that
agency does not receive more than
$750,000 in federal funds and is not
subject to the Single Audit.

CID_FYE_9_30_20_Audit_Report.pdf

8. The following are required:

Current (FY21-22) Agency Operating
Budget
Proposed (FY22-23) Agency Operating
Budget
Agency_Budget._FY21-22._12-31..pdf
Proposed_Agency_Budget._FY22-23..pdf
CDBG_Program_Operating_Budget_FY21-22.pdf

9. Mission Statement CID_-_Mission_Statement.pdf

10. Non-discrimination policy for Staff and
Clients
CID_-_Non-discrimination_Policy_for_Staff_and_Clients.pdf

11. Reasonable Accommodations Policy for
Staff and Clients
CID_-
_Reasonable_Accommodations_Policy_for_Staff_and_Clients.pdf

12. Conflict of Interest Policy. (If not
available, please indicate when you will submit)
CID_-_Conflict_of_Interest_Policy.pdf

13. Other -
If you would like all the attachments downloaded into your Dropbox folder, please contact CDS Program Manager Signature Paul Cruz
2/15/22, 5:13 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10930&prop=26 7/7 Date Signed 02/15/2022
City/County Accepted Signature Heather Ruiz
Date Signed 02/03/2022
Initially submitted: Jan 13, 2022 - 16:01:05
Returned to Draft 02-10-2022 by Redwood City
Reason: Can you please make sure to fill out the number of clients proposed to be served?

BOARD OF DIRECTORS MANUAL
January 2015

CID Board Manual January 2015 page i
CID Board Manual
Table of Contents
Section 1. General CID Information

1.1 CID Mission Statement

1.2 By-Laws

1.3 CID Brochure

1.4 CID Program Descriptions
Section 2. An Orientation to Independent Living Philosophy and IL Centers

2.1 An Overview of Independent Living Philosophy

2.2 What is an Independent Living Center?
Section 3. CID Board Structure and Responsibilities

3.1 Board Roster

3.2 Board Calendar

3.3 Board Member Job Description

3.4 Board Functions and Roles

3. 5 Board Member Responsibilities

3.6 Individual Pledge Form

3.7 Board Officers’ Duties and Responsibilities

3.8 Standing Committees (Description, Board Participation)

3.9 Attendance Policy

3.10 Board Recruitment and Nominating Procedures
Section 4. Legal Responsibilities of Board Members

4.1 What the CID Board is Legally Responsible For

4.2 Conflict of Interest Policy
CID Board Manual January 2015 page ii
Section 5. Financial Oversight Responsibilities of Board Members

5.1 The Requirements of CID’s Funders (Audit responsibilities)

5.2 CID 2014-15 Budget

5.3 CID Annual Report

5.4 CID’s Fundraising Plan

5.5 CID’s Policy for Management and Control of Funds

5.6 CID’s Investment Policy
Section 6. Staff

6.1 CID Organizational Chart

6.2 CID’s Staff Roster

6.3 CID Employee Handbook (Personnel Policies Manual)
CID Board Manual January 2015 Page 1
Section 1. General CID Information

1.1 CID Mission Statement

1.2 By-laws

1.3 CID Brochure

1.4 CID Program Descriptions
CID Board Manual January 2015 Page 2
CID Board Manual January 2015 Page 3
Section 1.1 CID Mission Statement
CID Mission Statement
"CID's mission is to provide support services, community awareness, and systems change advocacy to promote full and equal community integration and participation for people with disabilities in San Mateo County." CID Board Manual January 2015 Page 4
Section 1.2 By-Laws

FOR THE REGULATION, EXCEPT AS OTHERWISE PROVIDED

BY STATUTE OR ITS ARTICLES OF INCORPORATION OF
The Center for Independence of Individuals with Disabilities, Inc.

California non-profit Public Benefit Corporation

ARTICLE I

GENERAL
Section 1. NAME
The name of this organization shall be CENTER FOR INDEPENDENCE OF INDIVIDUALS WITH DISABILITIES, INC., hereafter referred to as CID.

Section 2. PRINCIPAL OFFICE
CID’s principal office shall be located in the County of San Mateo, State of California.

ARTICLE II
GOALS
Section 1. GOALS
The goals of CID are:
a) To provide a centrally located non-residential support services and advocacy center in San Mateo County to which disabled people can turn for peer oriented services.
b) To provide continuing comprehensive service which will aid disabled people in living as independently as they choose.
c) To promote, support and work toward the implementation of legislation designed to improve the quality of life of the disabled person. d) To reach out to the general public with programs that promote understanding toward people with disabilities.
e) To work toward elimination of barriers to independent living in areas such as communication, architecture, transportation, housing, employment, education, socialization and attitudes.

CID Board Manual January 2015 Page 5

ARTICLE III

MEMBERSHIP
Section 1. MEMBERS
The corporation shall have no members. Any action that would otherwise require approval by a majority of all members or approval by the members shall require only approval of the Board. All rights, which would otherwise vest in the members, shall vest in the directors.

Section 2. ASSOCIATES
Nothing in this article shall be construed as limiting the right of the corporation to refer to persons associated with it as “members” even though such persons are not members, and no such reference shall constitute anyone a member, within the meaning of Section 5056 of the California Non-Profit Corporation Law. The corporation may confer by amendment of its Articles or by these ByLaws some or all of the rights of a member as set forth in the California NonProfit Corporation Law, upon any persons who do not have the right to vote for the election of directors or on the disposition of substantially all of the assets of the corporation or on a merger or on a dissolution or on changes to the corporation’s Articles or By-Laws, but no such person shall be a member within the meaning of said Section 5056. Such associates may be subject to an annual fee, such fee to be set by the Board of Directors from time to time.

ARTICLE IV

DIRECTORS
Section 1. POWERS
Subject to limitations of Articles and these By-Laws the activities and affairs of the corporation shall be conducted and all corporate powers shall be exercised by or under the direction of the Board. The Board may delegate the management of the activities and the affairs of the corporation shall be managed and all corporate powers shall be exercised under the ultimate direction of the Board. Without prejudice to such general powers, but subject to the same limitations, it is hereby expressly declared that the Board shall have the following powers in addition to the other powers enumerated in these By-Laws:
a) To select and remove the Executive Director of the corporation, prescribe powers and duties for him/her as may not be inconsistent with law, the Articles or these By-Laws, fix his/her compensation if any, and require from him/her faithful service.

CID Board Manual January 2015 Page 6
b) To set policy for the corporation and to make such rules and regulations therefore not inconsistent with law, the Articles or these By-Laws, as they may deem best.
c) To adopt, make and use a corporate seal and to alter the form of such seal from time to time as they may deem best.
d) To borrow money and incur indebtedness for the purposes of the corporation, and to cause to be executed and deliver thereto, in the corporate name, promissory notes, bonds, debentures, deeds of trust, mortgages, pledges, hypothecations or other evidence of debt or securities thereof.
e) To carry on a business at a profit and apply any profit that results from the business activity to any activity in which it may lawfully engage.

Section 2. NUMBER OF DIRECTORS
A Board of Directors made up of no less than three (3) members and no more than fifteen (15) members, the exact number being determined by the Board of Directors from time to time shall determine the affairs of this corporation.

A majority of the authorized membership of the Board of Directors shall be disabled individuals.

A disabled person is any person who:
a) Has a physical or mental impairment, which substantially limits one or more such person’s major life activities;
b) Has a record of such impairment; or
c) Is regarded as having such impairment.

Section 3. TERM OF OFFICE
Each director shall serve three-year terms of office. Each director’s term will start on the date they were first elected to the board.

Section 4. ELECTIONS
The election of new directors of the board can take place at any regularly scheduled board meeting. Re-election of a currently serving board member takes place at the three-year anniversary of the month they were last elected.

Whenever a Board member has three (3) successive unexcused absences from regular meetings of the Board, a designated representative of the President shall initiate appropriate inquiries, submitting the facts thus obtained to the President who shall present the matter for consideration at the next regular meeting. The Board may then by a majority vote declare the seat vacant.

CID Board Manual January 2015 Page 7
Section 5. NOMINATIONS
The Board of Directors shall establish a Nominating Committee sixty (60) days prior to annual general meeting for the purpose of nominating officers for the Board of Directors. Additional nominations with seconds may be made at the general meeting from the floor.

Section 6. VACANCIES
Subject to the provisions of Section 5226 of the California Non-profit Public Benefit Law, any director may resign effective upon giving written notice to the President, the Secretary, or the Board, unless the notice specifies a later time for the effectiveness of such resignation. If the resignation is effective at a future time a successor may be selected before such time to take office when the resignation becomes effective.

A vacancy or vacancies in the Board shall be deemed to exist in the case of death, resignation, or removal of any director, or if the authorized number of directors is increased.

No reduction in the authorized number of directors shall have the effect of removing any director prior to the expiration of the director’s term of office.

Section 7. ASSOCIATE DIRECTORS
The Board of Directors may establish and maintain an associate group of members to provide an additional pool of talent and expertise to CID.

Members of this subsidiary group shall be named Associate Directors.

Associate Directors shall:
a) Be invited to attend all regular Board meetings and may participate when recognized.
b) Be eligible for appointment to a committee or committees of the Board. c) Not be voting members, nor counted in establishing a quorum. d) Serve at the pleasure of the Board and have open terms of office.

The term of any Associate may be ended upon majority vote of the Board or upon request of the Associate.

Section 8. REGULAR MEETINGS
Regular meetings of the Board shall be held periodically on the last Tuesday of the month at any place within the State of California.

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Section 9. SPECIAL MEETINGS
The President or any three directors may call special meetings for any purpose.

Notice of a special meeting shall be mailed to all directors at least one week before the date of the special meeting except in an emergency the Board President, or any three Directors, may call an immediate meeting.

Section 9a. SPECIAL PHONE MEETINGS
A polling of the board of directors is legal for the purpose of approving a resolution involving an ongoing grant. This polling can be done on an individual basis with no group interaction.

Section 10. QUORUM
A QUORUM FOR ANY MEETING OF THE Board shall consist of a majority of the Board. A meeting at which a quorum is initially present may continue to transact business notwithstanding the withdrawal of any director or directors, provided that any action taken is approved by at least the majority of the required quorum for such meeting.

Section 11. PARTICIPATION IN MEETINGS BY CONFERENCE TELEPHONE Members of the Board may participate in a meeting through use of conference telephone or other similar communication equipment so long as members participating in such meeting can hear one another. The only exception to this rule is listed in section 10a.

Section 12. ADJOURNMENT
A majority of the directors present, whether or not a quorum is present, may adjourn any directors’ meeting to another time or place. If the meeting is adjourned for more than 24 hours, notice of any adjournment to another time or place shall be given prior to the time of the adjourned meeting to the directors who are not present at the time of the adjournment.

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Section 13. STANDARD OF CARE
The Board of Directors shall serve CID in accordance with the standard of conduct set forth in the California Non-Profit Corporation Law.

Section 14. CONFLICT OF INTEREST
Definition: A self-dealing transaction means a transaction to which the corporation is a party and in which one or more of its directors has a material financial interest. It is acceptable for the corporation to enter into a business relationship with a member of the Board of Directors, provided it is clearly in the best interest of the Corporation, e.g., the lowest of three bids.

Any Board Member may assert the existence of a conflict of interest or selfdealing interest on the part of another Board Member subject to vote by the Board of Directors that such a personal conflict of interest exists. The member so challenged shall abstain from voting on the matter.

ARTICLE V

OFFICERS
Section 1. OFFICERS
The officers of the CID Board shall be a President, Vice President, Secretary, and Treasurer and such other officers as the Board may appoint from time to time.

Duties of the officers shall be as follows:
a) President shall preside at all meetings of the Board of Directors and Executive Committee meetings. Unless otherwise provided herein, the President will make all committee assignments subject to the approval of the Board of Directors and shall be an ex-officio member of all committees.
b) Vice President shall act for the President in the event of the latter’s unavailability or incapacity.
c) Secretary shall certify and keep at the principal office of the corporation the original or copy of these by-laws as amended or otherwise altered.

Shall be responsible for recording of all minutes and notices of meetings.

Responsible for turning the minutes and notices over to CID staff for distribution. Keep at the principal office of CID a file of minutes of all meetings of the Directors including minutes of meetings of committees of Directors and of members, recording therein the time and place of CID Board Manual January 2015 Page 10
holding, whether regular or special, the names of those present or represented at the meeting and the proceedings thereof. d) The Treasurer shall keep and maintain, or cause to be kept and maintained, adequate and correct accounts of the properties and business transactions of the corporation, including accounts of its assets, liabilities, receipts, disbursements, gains, losses, capital and surplus. The Treasurer will ensure that financial reports will be made to the Board at each regular Board meeting.

Section 2. ELECTION OF OFFICERS
The Board of Directors shall elect and fill vacancies of the officers by majority vote.

Section 3. TERM OF OFFICE
All officers shall serve for one (1) year or shall continue in office until a successor is elected.

ARTICLE VI

COMMITTEES
Section 1. APPOINTMENT
The Board of Directors may appoint one or more committees each consisting of one or more directors. The committees shall consist of any other persons as determined by the chairman of that committee and all such appointments to the committee shall be subject to the approval of the Board of Directors.

Section 2. POWERS
The Board can delegate to such committees any authority of the Board except with respect to:
a) The approval of any action for which the California Non-Profit Public Benefit Corporation Law also requires approval of the Board or a majority of the Board;
b) Filling of the vacancies on the Board or in any committee; c) The amendment or repeal of By-Laws or the adoption of new By-Laws; d) The amendment or repeal of any resolution of the Board which, by its express terms, is not so amendable or repealable; such committees must be created, and the members thereof approved by resolution adopted by a majority of the authorized number of directors then in office provided a quorum is present. The Board shall have the power to prescribe the manner in which proceedings of any such committees shall be conducted.

In the absence of any such prescription, such committee shall have the CID Board Manual January 2015 Page 11
power to prescribe the manner in which its proceedings shall be conducted.

Section 3. STANDING COMMITTEES
The following standing committees shall be in force:

Finance
Resource Development
Nominating
Section 4. EXECUTIVE COMMITTEE
a) The Executive Committee shall consist of the officers of the corporation and such other members as the President may appoint.
b) All of the decisions of the Executive Committee shall consist of no less than three (3) members.
c) A quorum for any meeting of the Executive Committee shall consist of no less than two (2) members.

ARTICLE VII

SERVICE PROGRAM MANAGEMENT
Section 1. EXECUTIVE DIRECTOR
The Board of Directors shall recruit, hire and evaluate an Executive Director.

The duties and responsibilities of the Executive Director will be determined by the Board of Directors and included on that employee’s Job Description.

Those duties will be reviewed at the time of the Executive Director’s annual evaluation.

Approved 1/27/2015
Amended 1/27/2015
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Section 1.3 CID Brochure, 2012 (Plain Text)
A California Independent Living Center dedicated to assisting individuals with disabilities to obtain greater independence in all areas of their lives.

CID’s mission is to provide support services, community awareness, and systems change advocacy to promote full and equal community integration and participation for people with disabilities in San Mateo County.

ABOUT US
The Center for Independence of Individuals with Disabilities (CID) is a private, nonprofit corporation located in San Mateo, California. Incorporated in 1979, CID is a consumer-driven, community-based, services and advocacy organization serving San Mateo County. By federal mandate, the majority of our Staff, Management, and Board of Directors consist of people with disabilities. CID is one of 28 Independent Living Centers in the State of California and 424 Independent Living Centers in the United States. Annually CID helps more than 1,000 people with disabilities through direct and indirect services. We also helped many people with disabilities with individual and systems advocacy issues.

CID serves individuals that are qualified regardless of disability, race, age, religion, gender, or sexual orientation. Additional information in written, taped, and Braille are available upon request.

OUR PROGRAMS

AMERICANS WITH DISABILITIES ACT (ADA) CONSULTATION & TRAINING CID offers education and training in all areas of ADA, including parking, sidewalks, buildings and services, employment needs. Groups, individuals, public and private agencies, business and community organizations are eligible to receive this service.

COUNSELING AND PEER SUPPORT
CID offers group and individual peer support services on a regular basis. Meetings in the San Mateo office are on Tuesday from 3:00 to 4:00. Needs of participants are addressed in areas such as housing and employment, as well as other issues facing individuals with disabilities.

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HOUSING MODIFICATION SERVICES
Accessible housing is a major concern for individuals with disabilities. We install grab bars, railings, wheelchair ramps, stairlifts, porchlifts, handheld showers and other modifications to make your home accessible and safe. These modifications promote independence and assist individuals with disabilities to remain at home or return to their homes with greater independence and peace of mind.

ASSISTIVE TECHNOLOGY
CID’s AT Advocate has the expertise to recommend the most current technological devices, equipment, and resources to accommodate a wide spectrum of disabilities. We research funding options for obtaining devices, services, training, or technical assistance. We can also provide you with the basic skills to utilize the internet and e-mail.

INDEPENDENT LIVING SKILLS
We assist in identifying resources, strategies, and equipment that help achieve maximum independence for our consumers in their daily lives. We also help identify obstacles within the home that create barriers to well-being and work with our consumers to find viable solutions.

INFORMATION & REFERRAL
CID believes that information is power. We assist consumers to access tools, strategies, and accommodations that make living in the community possible. We have a wide range of information relevant to individuals with disabilities that we share at no cost.

TRANSITIONING FROM NURSING CARE TO THE COMMUNITY
We assist individuals who have been in skilled nursing facilities to return to normal lives within their community as their health status allows for more independent living.

INDEPENDENT LIVING PLANNING & SUPPORT
We provide assistance to help individuals with disabilities to develop their own plans for the future, including financial planning, employment goals, housing, managing attendant services, and suggest community resources that can be helpful. Our goal is to provide ways and means for increased independence of our consumers. The plan, which can be written or unwritten, helps to guide each person to pursue their goals and increase their independence.

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SYSTEMS CHANGE ADVOCACY
We provide personal and systems advocacy to assist individuals with disabilities to remove barriers to becoming fully participating members of the community.

YOUTH PROGRAM
CID joins with and takes part in the statewide Y.O. Program. The purpose is to develop future leaders in the Disability Rights Movement.

FINANCIAL BENEFITS COUNSELING
This program provides assistance to disabled Social Security recipients in understanding and planning use of their benefits. We may assist with the application process for programs such as SSI, SSDI, Medi-Cal, GA, and health insurance benefits.

EQUIPMENT REUSE PROGRAM
What Kinds of Items do we accept?
• Wheelchairs
• 4 Wheel Rollerator Walkers
• Electric Scooters
• Bath Chairs & Benches
• Stairlifts & Porchlift Elevators
• Miscellaneous - (Call First)
Who Can Benefit from our Reuse Program?
• Individuals of all ages with a short or long-term physical disability. • Seniors who are experiencing age-related or mobility issues. • Post-rehab individuals of any age who may have range of motion issues or other mobility concerns.
• Current U.S. Military or veterans in need.
• Individuals receiving hospice care.

How do we Handle Equipment Distribution?

1. The individual or a family member picks it up.

2. CID makes arrangements to transport the equipment.

3. If the individual or family member is unable to collect the equipment independently, CID will help identify someone who may be able to assist.

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How Does the Reuse Program Operate?
If you have an item or items that you would like to donate, please contact us to make arrangements to drop the item(s) off. If we know of someone who is in need of the particular type of item you wish to donate, we may coordinate delivery of the item directly between you and the end user. We often do this with large items such as hospital beds.

Can I get Equipment for a family member or an Individual in my care? Yes. Family members and caregivers should call CID at 650-645-1780

MAIN OFFICE BRANCH OFFICE
2001 Winward Way 1590 EL Camino Real
Suite 103 Suite C
San Mateo, CA 94404 San Bruno, CA 94066
Tel: (650) 645-1780 Tel: (650) 589-8994
Fax: (650) 645-1785 Fax: (650) 589-8995
TTY: (650) 522-9313 TTY: (650) 589-8
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Section 1.4 CID Program Descriptions
Additional CID Programs:

WORK INCENTIVE PLANNING & ASSISTANCE (WIPA)
The WIPA Program is a service to help beneficiaries of Social Security Disability Insurance (SSDI) and/or Supplemental Security Insurance (SSI) to make informed choices. This program is for the individual that is considering work, seeking work, self-employed, or is currently employed. WIPA provides individuals with information about Work Incentives, which may allow consumers to keep some of all of their cash benefits as well as their medical benefits.

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Section 2. Orientation to Independent Living and IL Centers

2.1 An Overview of Independent Living Philosophy

2.2 What is an Independent Living Center?
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Section 2.1 An Overview of Independent Living Philosophy The independent living movement is founded on the belief that all people with disabilities, regardless of their disability, have a common history and struggle.

The movement seeks to extend the civil, human, social, and economic rights for people with disabilities. (See Appendix, "A Brief History of the Independent Living Movement," for more information about the movement.)
Independent living is based on a "social/independent living model of disability," rather than a "medical model." The problem lies in the environment, not the individual. People with disabilities don’t need to change; society and the environment need to change. Individuals with disabilities are not necessarily "sick." They do not always require help from medical professionals in their daily living.

Independent living is in direct contrast to the dependence created by institutionalization. In institutional settings, people with disabilities are segregated from the rest of the community, treated as sick or incapacitated, and dismissed as unproductive members of society. The independent living movement rejects these notions, and seeks to change community attitudes and beliefs which perpetuate such dependence.

Independent living philosophy emphasizes choice and consumer control. It creates opportunities for persons with disabilities to manage their own affairs, participate in day-to-day life in their communities, and make their own decisions.

A few guiding principles of independent living philosophy are:
x People with disabilities know their needs best.
x They can have their needs met most effectively by programs that advocate for the rights and needs of people with disabilities and provide a variety of supportive services.
x People with disabilities have the right to expect equal access to social, economic and political opportunities.
x They have the same aspirations as people who do not have disabilities. x People with disabilities must have the choice as to how they are integrated in their community.
x They are in the best position to direct, and control, disability-related programs.

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Section 2.2 What is an Independent Living Center?

Independent Living Centers (ILCs) are 501(c)(3) nonprofit organizations run and controlled by persons with disabilities. ILCs are non-residential, communitybased centers where people with disabilities can receive assistance with a variety of daily living issues. They learn the skills they need to take control of their lives from people who have had similar experiences living with a disability.

Independent living services maximize a person's ability to live in a selfdetermined way in an environment of her/his own choosing. ILCs serve people with all types of disabilities.

The federal government requires that more than 50% of the staff and board of an ILC must be people with disabilities.

ILCs are founded on the principle of peer support. The example of a peer, someone who has been in a similar situation, can be more powerful than a nondisabled professional's interventions to assist in analyzing one’s situation, assuming responsibility for one’s life, and developing coping strategies. With peer support, all of us, including persons with extensive physical, emotional or developmental disabilities, can learn to take more initiative and control over our lives. For example, peer support is used in Independent Living Skills classes, where people living with their families or in institutions learn how to run their everyday lives, in preparation for living on their own.

The following description of ILCs is taken, with small modifications, from the California Department of Rehabilitation web site, c. 2013.

The 28 independent living centers in California offer five core services mandated by the Federal Government in the Rehabilitation Act of 1973, as amended, Title VII, Chapter 1. California added two additional core services, Personal Assistance Services and Housing. These cores service are listed below. x Information and Referrals - ILCs provides assistance in answering disabilityrelated questions. x Advocacy - There are two types of advocacy: systems and individual.

Systems advocacy attempts to change laws and attitudes surrounding disability. Individual, or personal, advocacy is a type of problem-solving CID Board Manual January 2015 Page 21
designed to protect personal and legal rights and ensure a dignified existence.
x Independent Living Skills - Independent living skills consists of gaining instruction and mastery in the following areas: health and safety, community resources, meal planning and nutrition, self-advocacy, sexual awareness, personal assistant management, household management, recreation and leisure, and money management. Integration and full participation of individuals with disabilities into the mainstream of society is the desired outcome.
x Assistive Technology - Assistive Technology (AT) assists persons with disabilities to live and work as independently as possible. AT is any adaptive aid used by a person with a disability to function independently.

Some examples are wheelchairs, ramps, and computer voice recognition software.
x Peer Counseling - ILC peer counselors provide support and serve as role models for people who want to live more independently.
x Personal Assistance Services - Many persons with disabilities require personal assistants (PAs) in order to live independently. PAs assist consumers with a wide variety of duties, including personal care, shopping, housework and cooking.
x Housing - ILCs offer one-on-one assistance to qualified consumers in locating affordable and accessible housing.

Typically, centers work with local and regional governments to improve infrastructure, raise awareness about disability issues, and educate elected and government officials on legislation that promotes equal opportunities and prohibits segregation and discrimination.

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Section 3. CID Board Structure and Responsibilities

3.1 Board Roster

3.2 Board Calendar

3.3 Board Member Job Description

3.4 Board Functions and Roles

3. 5 Board Member Responsibilities

3.6 Board Pledge Form

3.7 Board Officers’ Duties and Responsibilities

3.8 Standing Committees

3.9 Attendance Policy

3.10 Board Recruitment and Nominating Procedures
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Section 3.1 Board Roster (Updated 05/07/15)
Center for Independence of Individuals with Disabilities 2014/15 Board of Directors

BRAD FRIEDMAN
President
120 W. 3rd Avenue
San Mateo, CA 94402
408-832-0981
[email protected]
STARTED: November 2014
TERMS END: November 2016

JODY YARBOROUGH
Member
2084 Xavier Court
Santa Clara, CA 95051
408-663-8671
[email protected]
STARTED: April 2013
TERMS END: April 2016

LIGIA ANDRADE
Member
2201 Bridgepointe Cir #C142
San Mateo, CA 94404
650-477-8661
[email protected]
STARTED: November 2013
TERMS END: April 2016

CRISTINA MENDOZA
Member
3364 Hoiting Drive
San Jose, CA 95148
408-910-4950
[email protected]
STARTED: August 2014
TERMS END: August 2017

TRINH PHAN
Member
330 Twin Dolphin Drive #123
Redwood City, CA 94065
650-517-8937
[email protected]
STARTED: March 2015
TERMS END: March 2017
DAVID M. GARLASCO
Member
215 Kenwood Way
San Francisco, CA 94127
415-200-6048
[email protected]
STARTED: March 2015
TERMS END: March 2017

MICHAEL LEVINSON
Member
1551 Southgate Ave #223
Daly City, CA 94015
650-994-6663
[email protected]
STARTED: April 2015
TERMS END: April 2017
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Section 3.2 Board Calendar (Current)
According to CID’s By-Laws, regular meetings of the CID Board of Directors are held periodically on the fourth (4th) Tuesday of the month. An annual meeting shall be held each June.

Although Board meetings are usually held at CID’s main office, they may be held at any place within the State of California.

Dates for Board Meetings:
2015 2016
January 27 January 26
February 24 February 23
March 24 March 29
April 28 April 26
May 26 May 31
June 30 June 28
July 28 July 26
August 25 August 30
September 29 September 27
October 27 October 25
November 24 * November 29 *
December 29 * December 27 *
x May be changed or cancelled due to holidays
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Section 3.3 CID Board Member Job Description
Position: Member, Board of Directors
Compensation: Volunteer Position, No compensation allowed Description: of Position:

Members of the Board of Directors serve a three-year term, and have responsibility for setting overall policy, approving annual budgets and budget revisions, and authorizing all grant requests. The Board takes the lead in CID fundraising efforts, and also hires, fires, and annually evaluates the Executive Director.

Duties Include:

1. Conscientiously prepare for, attend and actively participate in regularly scheduled monthly meetings.

2. Conscientiously prepare for, attend and actively participate in all special meetings.

3. Review and approve annual budgets, budget revisions, and the annual agency plan.

4. Cooperate with the other board members to set the overall policy for the agency.

5. Use personal and professional contacts to further the efforts of the agency.

6. Cooperate with other board members and agency staff in all agency resource development efforts.

Qualifications

1. The willingness to donate at least 6 hours a month of service to the Board and CID.

2. A strong commitment to obtaining equal rights, opportunities and accessibility for people with disabilities.

3. The willingness to participate enthusiastically in resource development efforts.

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Section 3.4 Board Functions and Roles
The Board of Directors of CID should operate on three levels:

1. Philosophical: The Board should articulate values and foster understanding of the independent living (IL) philosophy among constituencies and community.

2. Strategic: The Board, in collaboration with the Executive Director, should develop long-term strategies in preparing for the future.

3. Tactical: The Board should provide oversight to ensure the mission is sustained.

Functions and roles of the Board of Directors:
x Mission: To provide direction and oversight to the total affairs of the organization to ensure development and growth. To create, support, carry out, and sustain the organization’s mission, and to restate it if necessary. x Financial Responsibilities: To review and approve investment and financing programs and policies; risk management; retirement plans and other employee benefit programs; annual operating and capital budgets; and the selection of outside auditors.
x Executive Director: To hire and fire the Executive Director, to evaluate and award compensation to him or her, to advise and consult with the Executive Director, and to ensure planning for his or her succession. x Formulate Policy: Assume responsibility for adopting and monitoring policy that the Executive Director will carry out.
x Long-term/Strategic/Internal Planning: The Board, in collaboration with the Executive Director, sets the overall direction of CID; staff formulates the plan; the board adopts and monitors the progress of the plan. x Enact By-Laws: Make changes to CID’s By-Laws where appropriate, and ensure that CID operates within their parameters.
x New Board Candidates: Help identify, recruit and orient new Board candidates.
x Communication: In collaboration with the Executive Director, communicate the organization and its IL philosophy to the public and all constituencies.

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In addition to the functions and roles of the Board described above, CID’s ByLaws expressly declare that the Board also has the power to:
x adopt, make, use and/or alter the form of a corporate seal; x borrow money and incur indebtedness for the purpose of the corporation, and to cause to be executed and delivered therefore, in the corporate name, promissory notes, bonds, deeds of trust, mortgages, debentures, pledges, hypothecations or other evidences of debt and securities; x review and approve all contracts over $5,000.00 between CID and other entities; and
x bring or resolve legal conflicts, claims or disputes on behalf of or against CID x carry on a business at a profit, and apply any profit that results from the business activity to any activity in which it may lawfully engage.

How the Board works with CID staff and volunteers:

The Board of Directors is the governing body of CID. It is responsible for the ultimate direction of the management of the affairs of the organization.

The Board is responsible for policy making. The staff is responsible for executing day-to-day management to implement board-made policy. However, the ultimate legal responsibility for the actions (and inactions) of the organization rests with the Board.

Staff/Board communication is a necessary part of the day-to-day operation of CID. It requires some guidelines, in order for all concerned to remain clear about existing lines of authority, and about what the boundaries of their roles are.

The delegation of authority flows from the Board to the Executive Director, and from the Executive Director to the staff. Volunteers are supervised by designated staff members.

The Executive Director should always be viewed as the primary link between board and staff. The Executive Director should always be informed about any communication that happens, or any meeting that is planned, between any staff member and any Board member.

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Board members may request copies of information and reports from the staff, but they must not direct staff work. Accordingly, they cannot request new reports from staff that are not already prepared, or directly request any work to be done by staff members. Any Board member’s or Board committee’s request to the staff must be made via the Executive Director.

The Board conducts an annual review of CID’s personnel policies, as set forth in the Employee Handbook. Employee grievances must be communicated by means of the grievance procedure and the channels described in this handbook.

If any Board member receives a complaint from a staff member outside of the grievance process, he or she has a responsibility to direct the staff person back to the appropriate communication channels.

However, because the Board has the authority to hire, fire, and review the performance of the Executive Director, if an employee is concerned that the Executive Director may be engaged in illegal or impermissible activities that cannot be taken up within the grievance process (such as sexual harassment or embezzlement, for example), the employee may communicate this concern to the Board.

With the knowledge and approval of the Executive Director, Board members are enthusiastically encouraged to assist staff in planning for, and carrying out, certain activities that benefit the organization, such as fundraising events, community festivals, and outreach fairs.

Other CID volunteers often provide assistance at these events as well. These volunteers will be supervised by a designated staff member. Any Board member requests, or other Board communication with these volunteers, should go through the staff member who has been designated to supervise the volunteer.

The staff member will inform the Executive Director of this communication whenever it is deemed necessary.

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Section 3.5 Board Member Duties and Responsibilities
It is the responsibility of each Board member to do all of the following:

1. Understand and endorse independent living philosophy and disability rights, and have a strong commitment and loyalty to CID and its mission.

2. Establish general agency policies, and amend CID’s by-laws, as needed.

3. Review program plans to ensure they are consistent with CID's mission, and that they reflect changing regulatory, social, and economic conditions in the community.

4. Ensure that effective organizational, fiscal and personnel management practices are being followed at CID.

5. Annually review, and approve changes to, the organization’s personnel policies manual.

6. Carry out legal responsibilities for the agency. Board members are accountable, individually and collectively, for the organization’s actions, including legal, financial, and planning continuity.

7. Select, oversee and, if necessary, remove the Executive Director

8. Develop procedures for Board of Directors’ operation.

9. Ensure that CID Board members remain active.

10. Maintain confidentiality regarding CID’s internal affairs as they are discussed at Board meetings.

11. Be an ambassador of CID to the community. Bring needed expertise and community contacts to bear on CID's activities, and further its position and standing within the community.

12. Actively seek needed financial, human and other resources to advance the mission of the agency.

13. Understand that resource development is one of the most important aspects of being a board member. Make an annual personal financial donation to the corporation and actively participate in CID's resource development activities.

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Section 3.6 Board Pledge Form
Center for Independence of Individuals with Disabilities Each member is expected to provide a personal financial contribution to CID.

Board members are also required to cultivate and/or solicit financial support from donors on behalf of the organization. Accordingly, each CID Board member agrees to make the following pledge.

Individual Board Member’s Pledge
I hereby pledge to fulfill my duties and responsibilities as a CID Board member, and to actively support and promote CID’s mission of fostering autonomy and advancing full social, civil, and human rights for people with disabilities in the community.

I pledge the following amount as my financial contribution to the CID for the fiscal year _________:
$ 350.00 (dollar amount).

I agree to donate all or a portion of the above amount and raise the remainder from other donors every fiscal year that I am a member of the CID Board of Directors.

Signed: ____________________________________ Date: ______________ CID Board Manual January 2015 Page 33
Section 3.7 Board Officers’ Duties and Responsibilities The CID Board of Directors elects its officers by the majority vote of Board members. Board Officers serve for a term of one year. They include the Board President, Vice-President, Secretary, Treasurer, and any other officers that the Board may choose from time to time to appoint.

The following is a brief description of Board Officers’ duties and responsibilities.

Duties of the President:

The President presides over all Board of Directors and Executive Committee meetings. Unless otherwise provided for, the President makes all committee assignments, subject to the approval of the Board of Directors. He or she is an exofficio member of all Board committees.

Duties of the Vice President:

The Vice-President acts on behalf of the President, in the event that the President is unavailable or incapacitated.

Duties of the Secretary:

The Secretary is responsible for recording all CID Board meeting minutes and notices, and is responsible for turning these minutes and notices over to CID staff for distribution. The Secretary maintains a file of minutes of all meetings of the Board of Directors at the principal office of CID. This file also contains the minutes of meetings of Board committees. These minutes must include the time and place of the meeting, whether the meeting is regular or special, and the names of those present, as well as a record of the proceedings that took place.

Duties of the Treasurer:

The Treasurer serves as the chief financial officer of the Board of Directors. He or she reports to the Board of Directors at each Board meeting regarding the financial status of CID. The Treasurer serves as the Finance Committee chair, and performs other duties as may be delegated by the Board of Directors. The Treasurer is required to have knowledge of generally accepted accounting practices, to understand financial reports, and to have the ability to monitor the fiscal condition of CID
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Section 3.8 Standing Committees (Proposed)
In addition to having an Executive Committee, CID’s By-Laws commit its Board of Directors to maintaining three other standing committees: Finance, Fundraising, and Personnel.

The CID Board’s Executive Committee consists of all of the Board of Directors’ Officers, and any other members appointed by the President of the Board.

Executive Committee meetings may take place if a quorum of at least two committee members is present. At least three members’ votes are required in order for the Executive Committee to reach its decisions.

The Executive Committee acts as coordinating body. It may set Board meeting agendas, develop management and programmatic direction for the corporation, and, in cases of emergency, act of behalf of the Board. The Executive Committee handles all emergency decisions that must be made between regular Board meetings.

The Executive Committee can represent the full Board in decisions involving personnel matters, including the annual review of the Executive Director. All actions taken by the Executive Committee are reported to the Board of Directors at its next meeting. Ratification by the full Board is required before any action can be taken in personnel matters.

The Finance Committee includes the Treasurer and at least one other Board of Directors member. The Treasurer serves as the head of the Finance Committee.

The committee meets prior to each regularly scheduled Board Meeting. The committee regularly reviews CID’s financial situation and reports its findings to the full Board.

The Finance Committee oversees, reports and advises on the overall CID budget, CID’s revenue and expenses, and new funding sources for the organization. It considers and recommends for Board approval any budget revisions, and it oversees CID’s use of funds.

The Resource Development Committee provides direction over CID’s resource development activities. The Fundraising Committee develops CID’s Annual Resource Development Plan, and oversees the planning and execution of each CID resource development activity. The Resource Development Committee may consist of Board of Directors members, the Development Coordinator and other CID volunteers.

CID Board Manual January 2015 Page 35
Section 3.9 Attendance Policy
The CID Board of Directors holds regular meetings, which are usually scheduled for the last Tuesday of the month.

CID Board members are expected to attend and participate in regular Board meetings. If they are unable to attend in person, they may do so via speakerphone.

Following Introductions at each Board meeting, the Chairperson will ask if there is a motion to excuse any member who is absent. If there is a motion and a second, the members vote. If the motion is carried, the minutes will show the absent board member as being excused.

Whenever a CID Board member has two (2) unexcused absences from regular meetings of the Board within a rolling 12-month period, the Board President, or a designated representative, will make an appropriate inquiry. The President will submit the resulting information for consideration at the next regular Board meeting. The Board may then decide to declare the member’s seat vacant by a majority vote.

A vacancy on CID’s Board will also exist upon the death, removal, or resignation of any Board member. Elections to fill Board vacancies may take place at any scheduled Board meeting. Re-election of a currently serving board member will take place on the three-year anniversary of the month in which they were last elected.

CID Board Manual January 2015 Page 36
Section 3.10 Recruitment Procedures and Documents
Section 3.10.1 CID Board of Directors Recruitment Policy and Procedure Purpose:

To establish a procedure for acquiring new CID Board members who understand and promote independent living philosophy and disability rights, and who support the mission of CID.

Policy:

A strong Board of Directors is crucial for CID’s ongoing success. This policy sets forth a mechanism for ensuring that prospective board members are identified, informed and ready to serve on the board. It is important to note that CID’s bylaws and funders require that a majority of board members have significant disabilities.

Procedure:

To ensure the aforementioned, CID will observe the following board recruitment procedure.

1. Prospective board members are identified by any one of the following:
x Recommendation by a current board member, the Board's Nominating Committee, or CID staff;
x The person's own expressed interest;
x Referrals generated by outreach efforts to organizations, businesses, and educational institutions that are CID's allies.

2. Anyone who identifies a prospective board member will submit that person's name and contact information to the CID Board's Nominating Committee.

The Nominating Committee Chair will pass the name on to CID's Board President.

3. CID's Board President and Executive Director will meet with the prospective member to talk about CID, the roles and responsibilities of being a board member, and the reasons why s/he wants to serve on the board.

CID Board Manual January 2015 Page 37
The prospective member will also be given a recruitment packet containing:
x Information about CID for Board Candidates
x CID Brochure
x CID Board Application
x CID Board Member Job Description
x Current CID Board Roster
x What is an Independent Living Center?

4. The prospective board member will then submit a completed board application to the Board President or to CID's Executive Director. The Board President will then send the application, along with any recommendations from CID's Board President and Executive Director, to the members of the Nominating Committee, for their review.

5. The Nominating Committee will then decide whether or not to nominate the person to the full CID Board.

6. The Nominating Committee can choose to nominate a candidate (meaning to inform the board of a candidate whom the Committee feels is appropriate) at a regular board meeting. At that meeting, the board can decide whether or not they'd like to meet the nominee at a subsequent regular board meeting.

7. The nominee will be presented by the Nominating Committee to the full board, so that the nominee may introduce him/herself, and ask and be asked questions. After this portion of the meeting, the nominee should leave, so the board may carry out its business, including a discussion of the nominee and a vote on his/her board membership.

8. The Board President shall inform the nominee of the membership decision.

9. All new board members' terms will commence from the date they are elected to the board, and will continue for a period of three years.

CID Board Manual January 2015 Page 38
Information about CID for Board Candidates
CID Mission Statement
(Revised, Spring 2013)
CID's mission is to provide support services, community awareness, and systems change advocacy to promote full and equal community integration and participation for people with disabilities in San Mateo County.

The Center for Independence of Individuals with Disabilities (CID) is a private, nonprofit corporation located in San Mateo, California. Incorporated in 1979, CID is a consumer-driven, community-based, services and advocacy organization serving San Mateo County. CID is one of 28 Independent Living Centers in California dedicated to assisting individuals with disabilities to obtain greater independence in all areas of their lives. By federal mandate, the majority of Staff, Management, and Board must be people with disabilities.

Annually, CID assists more than 2,000 people with visible and hidden disabilities through direct and indirect services. CID also helped more than 3,400 people with disabilities with individual and systems advocacy issues.

CID's programs and services include providing: American With Disabilities Act (ADA ) consultation and training; group and individual peer support; home modifications; assistive technology resource referrals; independent living skills training and consultation; and information and referral to access tools, strategies, and accommodations that make living in the community possible. CID also provides support to individuals who are transitioning from living in a nursing home to living in the community.

Please visit the CID website www.cidsanmateo.org and see the CID brochure for more information about its programs and services.

CID Board Manual January 2015 Page 39

CID BOARD OF DIRECTORS APPLICATION
Name___________________________________________________________ Phone ( )_____________________ Alternate Phone ( ) ______________ Street Address ___________________________________________________ City_________________________________________ Zip Code___________ E-Mail:_______________________________________
CID is a nonprofit advocacy and service organization for people with disabilities in San Mateo County. In order to be consumer-controlled, more than 50% of our board and staff must be individuals who have disabilities.

Please describe your experience in community-based organizations, including service on boards or advisory committees.
________________________________________________________________ ________________________________________________________________ ________________________________________________________________ In what ways have you participated in, or been affected by, the disability community? (Examples include, but are not limited to: being a person with a disability, having a family member with a disability, working for an agency serving people with disabilities, participating in disability advocacy.) ________________________________________________________________ ________________________________________________________________ CID Board Manual January 2015 Page 40
CID Board Application, p.2
Please give a brief description of why you want to be a member of the CID Board and what talents you might offer.
________________________________________________________________ ________________________________________________________________ ________________________________________________________________ What would be your interests as a Board Member?
___ Advocacy ___ Personnel
___ Fund raising ___ Programs
___ Legal ___ Public relations
___ Management ___ Other _________________________________________ Please tell us about any of your business/community experiences and affiliations that could benefit CID, or provide any other information you think is relevant. ________________________________________________________________ ________________________________________________________________ Thank you for your interest in serving on the CID Board of Directors.

Please return completed applications to:

Brad Freidman, President of the Board, CID
2001 Winward Way, Suite 103 / San Mateo, CA 94404
For more information, call David DeNola at 650-645-1780 extension 112 [email protected]
CID Board Manual January 2015 Page 41
CID BOARD OF DIRECTORS APPLICATION (Word doc, Type text version) Name: ________________________________
Phone: ________________________________
Alternate Phone: ________________________
Street Address: _________________________
City: __________________________________
Zip Code: ______________________________
E-Mail: ________________________________
CID is a nonprofit advocacy and service organization for people with disabilities in San Mateo County. In order to be consumer-controlled, over 50% of our board and staff must be individuals who have disabilities.

Please describe your experience in community-based organizations, including service on boards or advisory committees.
___________________________________________________________________________________________________ In what ways have you participated in, or been affected by, the disability community? (Examples include, but are not limited to: being a person with a disability, having a family member with a disability, working for an agency serving people with disabilities, participating in disability advocacy.) ______________________________________________________________ CID Board Manual January 2015 Page 42
CID Board Application, p.2
Please give a brief description of why you want to be a member of the CID Board and what talents you might offer.
____________________________________________________________ What would be your interests as a Board Member?
( ) Advocacy ( ) Personnel
( ) Fund raising ( ) Programs
( ) Legal ( ) Public relations
( ) Management ( ) Other _________________________________ Please tell us about any of your business/community experiences and affiliations that could benefit CID, or provide any other information you think is relevant.
_______________________________________________________________ _
Thank you for your interest in serving on the CID Board of Directors.

Please return completed applications to:

President of the Board, CID
2001 Winward Way, Ste. 103
San Mateo, CA 94404
For more information, call David DeNola at 650-645-1780 extension 112 [email protected]
CID Board Manual January 2015 Page 43
CID Board Member Job Description
General Description:

Board members have overall responsibility for the organization. They accomplish this through a process of decision-making, supervision and oversight.

Duties:

It is the responsibility of each Board member to:

1. Most importantly, have a passion for CID's mission. Further this mission through implementing CID's by-laws and policies, and advocating in the community.

2. Understand and endorse independent living philosophy and disability rights.

3. Carry out legal responsibilities for the agency. Members are accountable, individually and collectively, for the organization’s actions, including legal, financial, and planning continuity.

4. Establish general agency policies.

5. Select, supervise, and remove the Executive Director.

6. Attend all monthly and special board meetings, in person, by speakerphone or other remote means, unless ill or out of town. Prepare for all meetings by having read all packet materials in advance.

7. Understand that resource development is one of the most important aspects of being a board member. Actively participate in fundraising activities.

8. Be an ambassador of CID. Strive to share your passion and knowledge for the agency's mission and strategies within the community.

CID Board Manual January 2015 Page 44
CID Board Member Job Description, Page 2
Specific Expertise or Characteristics Desired in Board Candidates:
x Marketing, media or public relations experience;
x Legal expertise;
x Ability to review/monitor budgets, interpret financial statements; and x Financial or auditing skills.
x CID strives for a diverse board representation, including people with all disabilities, and those who represent the ethnic/racial diversity of San Mateo County.

Requirements of Board Members:
x Board members donate at least 6 hours of their time each month to CID by preparing for and attending board meetings, serving on Board committees, and representing CID at community events.
x CID expects Board members to contribute financially to the organization commensurate with their abilities. Board members are also expected to cultivate other financial contributors to CID on behalf of the agency. x Over 50% of CID's Board is required, by law, to be persons with a significant disability.

Term of Office:

Members of the Board of Directors of CID serve voluntarily, without compensation, for a three-year term.

CID Board Manual January 2015 Page 45
Section 4. Legal Responsibilities of Board Members

4.1 What the CID Board is Legally Responsible For

4.2 Conflict of Interest Policy

CID Board Manual January 2015 Page 46
CID Board Manual January 2015 Page 47
Section 4.1 Legal Responsibilities of the CID Board
The Board of Directors is the governing body of CID. It is responsible for the ultimate direction of the management of the affairs of the organization.

The Board is responsible for policymaking, while staff (and, to a certain extent, officers) are responsible for executing day-to-day management to implement board-made policy.

However, the ultimate legal responsibility for the actions (and inactions) of the organization rests with the board. In addition, there are three legally defined duties of a board:

Duty of Care
The duty of care requires the board and its individual members to act as any prudent person would in similar situations and with similar responsibilities. This requires diligent, attentive, and informed participation.

Duty of Loyalty
The duty of loyalty requires the board and individual members to always act in good faith, and in the best interests of the organization. This requires that a member fully disclose any potential conflict of interest, and all that is known about the conflict. It also requires that other members of the board review and examine the potential conflict, as long as they are not associated with the member or the conflict being considered.

Further, the terms of any transactions with a member of the board (where conflict of interest is an issue) must be, at a minimum, equal to or better than similar transactions obtained by someone with no ties to the organization.

Duty of Obedience
The duty of obedience requires the board, and its members, to act within the requirements of the law and according to their center’s mission, bylaws, rules, and regulations.

CID Board Manual January 2015 Page 48
Section 4.2 Conflict of Interest Policy
According to the CID By-Laws, a “self-dealing transaction” means a transaction to which the corporation is a party and in which one or more of its directors has a material financial interest. It is acceptable for CID to enter into a business relationship with a member of the Board of Directors, provided it is clearly in the best interest of the Corporation, e.g., the lowest of three bids.

Any Board member may assert the existence of a conflict of interest or selfdealing interest on the part of another Board Member, subject to a vote by the Board of Directors that such a personal conflict of interest exists. The Board member so challenged shall abstain from voting on the matter.

CID Board Manual January 2015 Page 49
Section 5. Financial Oversight Responsibilities of Board Members

5.1 The Requirements of CID’s Funders (Audit responsibilities) (Proposed)

5.2 CID Current Fiscal Year Budget

5.3 CID’s Resource Development Plan

5.4 CID’s Policy for Management and Control of Funds (Proposed)

5.5 CID’s Investment Policy
CID Board Manual January 2015 Page 50
CID Board Manual January 2015 Page 51
Section 5.1 The Requirements of CID’s Funders (Audit responsibilities) (Proposed)
CID’s Board of Directors retains ultimate responsibility for the fiscal health and fiscal management of the organization.

The Board is responsible for general oversight of CID’s budget.

The Finance Committee recommends to the Board for approval any needed budget revisions that may arise throughout the given fiscal year. It alerts the Board to relevant information about any possible new funding sources. It also advises the Board concerning the specific requirements of all of the organization’s existing funders.

The CID Board, its Finance Committee, or its Executive Committee, must approve accessing CID’s line of credit. The Board is also responsible for approving the acquisition of an outside auditor when necessary.

The Finance Manager prepares budget information according to grant specifications, the Executive Director’s requests, and the Board’s instructions.

During any audit, the Finance Manager supplies the auditor with all needed fiscal information. The Board is ultimately responsible for ensuring that this process is completed in a thorough, appropriate and professional manner.

CID Board Manual January 2015 Page 52
Section 5.2 CID Current Fiscal Year Budget
CID Board Manual January 2015 Page 53
Agency Budget 2014-15 Center for Independence of Individuals with Disabilities FY 10.1.2014-9.30.2015 Agency AB204 AB204AT VII - C VII - C Contract WIPA General
ILS BRANCH HAM Fund
Agency Income 1,026,115 323,387 70,000 199,346 132,652 125,000 138,410 37,320 $1,026,115 EXPENSES Personnel Personnel
P-1 Executive Director 1 fte 92000 46000 27600 18400 $92,000 Executive Director 1 fte - DeNolaP-2 Program Mgr 1 fte 48000 19200 9600 4400 14800 $48,000 Program Mgr 1 fte - ReedP-3 Administrative Assistant 1 fte 31320 25056 6264 $31,320 Administrative Assistant - 1 fte - TruongP-4 Accounting Technician 37193 17481 8182 3719 5951 1860 $37,193 Accounting Technician 1 fte - AndargeP-5 Systems Change Coordinator 1 fte 34139 17070 13656 3414 $34,139 Systems Change Coordinator -1 fte - VincentP-6 Independent Living Generalist- .25 fte 8657 8657 $8,657 ILS- Generalist .25 fte - PopoolaP-7 Independent Living Generalist - .54 fte 18374 12862 5512 $18,374 ILS Generalist - .54 fte - SahouriaP-8 HAM Coordinator .50 fte 16704 16704 $16,704 HAM Coordinator .5 fte - MamtaP-9 AT Coordinator 1 fte 38191 38191 $38,191 AT Coordinator - 1 fte Freier Occupational Therapist .25 fte 15650 15650 $15,650 Occupational Therapist .25 fte - GloverPeer Support Coordinator - .26 fte 12006 12006 $12,006 Peer Support Coordinator .26 fte- SahouriaIndependent Living Generalist 1 fte 35157 3516 31641 $35,157 IL Generalist - 1 fte - VacantIndependent Living Generalist .5 fte 16704 1670 15034 $16,704 IL Generalist - .5 fte - PittsingerIndependent Living Generalist .5 fte 16704 1670 15034 $16,704 IL Generalist - .5 fte - HaasIndependent Living Generalist .5 fte 16704 16704 $16,704 IL Generalist .5 fte- WilliamsWIPA Coordinator-.75 fte 25971 25971 $25,971 WIPA Coordinator-.75 FTE PopoolaWIPA Coordinator - 1 fte 34628 34628 $34,628 WIPA Coordinator-TaubeWIPA Coordinator - .5 fte 17250 17250 $17,250 WIPA Coordinator-TBDTOTAL WAGES: 515,352 163,029 38,191 122,030 91,642 5,951 94,509 $515,351Health 40992 15,795 2,400 10191 5935 591 6080State Tax 28979 10,874 1,700 7498 4609 0 4298Payroll tax 36000 13,512 2,108 8072 6969 0 5339LTD, Vision and Dental 16800 6,305 984 3767 3252 0 2492W. Comp 6456 2,330 378 1448 1250 93 957 P-10, P-11 Fringe Benefits: PR Tax/UST/WC/Ins 129,227 48,816 7,570 30,976 22,015 684 19,166 $129,227 Fringe Benefits: PR Tax/UST/WC/Ins PERSONNEL TOTAL 644,579 211,845 45,761 153,006 113,657 6,635 113,675 $644,579 PERSONNEL TOTAL CID Board Manual January 2015 Page 54
CID Board Manual January 2015 Page 55
AB204 AB204AT VII - C VII - C Contract WIPA General
Operating ILS BRANCH HAM Fund Operating
Color Key-Operations:

O-1, O-17 Occupancy 105416 55522 6456 18292 13000 12146 $105,416 Occupancy Direct Costs O-2, O-18 Insurance-Liability 21557 11078 4149 2532 1266 2532 $21,557 Insurance-Liability Indirect Costs O-3, O-19 Telephone/Internet 14223 4000 2598 3795 2098 1732 $14,223 Telephone Independent Contractor O-4, O-20 Dues/Subscriptions 3700 1500 1000 1200 0 0 $3,700 Dues/Subscriptions Debt O-5, O-21 IT Contract Services 19650 8809 3504 3619 1298 2420 $19,650 IT Contract Services O-6, O-22 Financial Contract Services 28691 15979 1425 7921 533 2833 $28,691 Financial Contract Services O-7, O-23 Equipment Maintenance 2710 2070 190 450 0 0 $2,710 Equipment Maintenance O-8, O-24 Equipment Lease 5225 2750 440 1375 0 660 $5,225 Equipment Lease O-9, O-25 Postage 3971 1385 831 1427 0 328 $3,971 Postage O-10 O-26 Printing & Copying 1598 142 489 760 0 207 $1,598 Printing & copiying O-11, O-27 Resource Material 2015 773 532 355 0 355 $2,015 Resource Material O-12, O-28 Supplies-Office 7561 3875 876 1935 350 525 $7,561 Supplies-Office O-13 Utilities 1810 530 0 1280 0 0 $1,810 O-14, O-29 Travel 4696 1125 1425 896 450 800 $4,696 Travel O-15, O-30 Staff Training/Conferences 2100 1400 280 420 0 0 $2,100 Staff Training/Conferences O-16, O-31 Workshop 928 604 44 83 0 197 $928 Workshop Independent Contractor-HAM 118365 118365 $118,365 Independent Contractor-HAM Interest Expenses 15000 15000 $15,000 Interest Expenses WIPA Match 6920 6920 $6,920 WIPA Match Other (SAN MATEO LUMBER & CANNON FIN.) 15400 15400 $15,400 Carry Over Debt OPERATING TOTAL 381,536 111,542 24,239 46,340 18,995 118,365 24735 37,320 $381,536 OPERATING TOTAL TOTAL COST 1,026,115 323,387 70,000 199,346 132,652 125,000 138,410 37,320 $1,026,115 GRAND TOTAL income 1,026,115 323,387 70,000 199,346 132,652 125,000 138,410 37,320 $1,026,115 income difference 0 0 0 0 0 0 0 0 0 difference CID Board Manual January 2015 Page 56
Section 5.3 CID’s Resource Development Plan

CID Board Manual January 2015 Page 57
Section 5.4 CID’s Policy for Management and Control of Funds CID’s Board of Directors retains ultimate responsibility for the fiscal management of the organization. These responsibilities include, but are not limited to: reviewing and approving investment and financing programs and policies, risk management policies and procedures, retirement plans and other employee benefit programs, and annual operating and capital budgets. The Board also selects outside auditors for CID when these are needed.

At each regular meeting of the Board of Directors, the Treasurer, as head of the Board’s Finance Committee shall report and advise on CID’s overall budget, its revenue, and its expenses.

Subject to the Board’s approval, the Finance Committee oversees the CID budget, recommends to the Board any needed budget revisions that may arise throughout the fiscal year, and advises the Board as to the existence, and requirements of, any new funding sources which may develop for CID. The Board, and its Finance Committee, retains the authority to decide whether, and direct if, any limitations shall be placed on the use of funds.

The Board of Directors also has the authority to approve and sign all expenditures paid to the Executive Director. The Executive Committee and Finance Committee of the Board have the authority to approve accessing CID’s Line of Credit.

The Executive Director and/or the Finance Manager reviews and approves all invoices or purchase orders for which checks are written, in accordance with the budget that the Board has approved. The Executive Director also reviews, and may approve for payment, an invoice or purchase order that is outside the Board approved budget, if it is for an amount that is not sizeable.

The Finance Manager prepares budget information according to grant specifications, or at the Executive Director’s or the Board of Directors’ request.

The Finance Manager also prepares checks for signature, distributing costs as shown on the Board approved budget. In any situation where CID is audited, the Finance Manager supplies all needed financial information to the auditor.

CID Board Manual January 2015 Page 58
Section 5.5 CID’s Investment Policy

INVESTMENT POLICY
The Center for Independence of Individuals with Disabilities Introduction
The Board of Directors is responsible for all funds of the agency in its fiduciary role. Therefore, even the legally unrestricted funds of the organization are held by the corporation as a steward for the purpose of carrying out its mission and purposes. The following investment objectives and directions are to be judged and understood in light of the overall sense of stewardship.

Delegation
The Board of Directors has delegated supervisory authority over its financial affairs to the Finance Committee of the Board. The Finance Committee is responsible for regularly reporting on investments to the full board. The Finance Committee and its agents act in accordance with the following investment policies. The Board of Directors remains legally responsible for its fiduciary role.

The Board of Directors reserves the right to review and revise the policies.

The Board of Directors and its Finance Committee are authorized to retain one or more investment counselors to assume the investment management of funds and assets owned or administered by the agency. The Finance Committee may act in the place of the Board of Directors on investment issues, within the investment policy guidelines. The Finance Committee, with the approval of the Board of Directors may enter into a contractual agreement with investment counselors.

Objective
The primary objective is to preserve and protect its assets and earn a maximum total return for each fund (endowment, long-term fund, short-term fund and operating reserve). Each fund shall be invested prudently according to its time horizon, risk tolerance, interest rates, liquidity needs. Current income goals shall be balanced with long-term total return goals. The Finance Committee, in consultation with the Executive Director and the agency's fiscal officer, shall determine the exact amount allocated for each fund category and current income goal. When appropriate, the Finance Committee may consult with an investment counselor.

CID Board Manual January 2015 Page 59
Investment Criteria based on Mission
CID desires to invest the majority of its funds in companies whose business conduct is consistent with the agency's values and beliefs. CID will use its own best judgment to avoid investing in companies that are known to be in direct conflict with the agency's values and beliefs.

The agency’s values and beliefs are:
1) That people with disabilities have abilities and can participate fully in their community as business leaders, managers of Fortune 500 firms, senior partners of private firms, lawmakers, employees, volunteers, students, parents, etc.
2) That people with disabilities have equal opportunities, access and choices for all aspects of independent living.

CID will not invest in or support companies that are known to and/or have a reputation of systematic discrimination against people with disabilities either individually, by class or by group, or those who have a long history of fighting equal access or barrier removal for people with disabilities.

If an investment being considered meets a specific goal of CID that appears to be inconsistent with the agency's values and beliefs, CID must consult with its Board of Directors before investing. For example, CID may invest a small amount of its resources in companies that do not meet the investment criteria based on mission in order to foster dialogue and systems change. CID must consult with the Board of Directors for approval before investing in such companies.

Reporting
There shall be a monthly update on investments to the Finance Committee.

The report must include the following information:
1) A comparison between the purchase price and the current market price. 2) Any new transactions being made (bought or sold) or any securities which became worthless during the reporting month.

A performance comparison with the S & P 500 shall be done on a periodic basis.

CID Board Manual January 2015 Page 60
An annual investment performance review shall be required and reported to the full Board. This review shall include:
1) A detailed analysis of each security or (mutual fund) in comparison with the benchmark figures.
2) An analysis of the entire investment portfolio.

Cash Flow Requirement
The agency shall inform the investment counselor of any cash flow needs in a timely manner. The investment counselor is required to provide adequate cash flow, when needed.

The amount of funds available for long-term and short-term investments and operating cash flow will be determined by the agency's fiscal officer, in cooperation with the Executive Director, in view of agency cash flow projection.

This amount may vary from year to year, or even month-to-month, depending on agency's cash flow needs.

CID Board Manual January 2015 Page 61
Section 6 Staff

6.1 CID Organizational Chart

6.2 CID’s Staff Roster
CID Board Manual January 2015 Page 62
CID Board Manual January 2015 Page 63
Section 6.1 CID Organizational Chart (Updated 05/07/15) HAM – Housing Accessibility Modifications; AT – Assistive Technology; ILS – Independent Living Skills
CID Board Manual January 2015 Page 64
CID Board Manual January 2015 Page 65
Section 6.2 CID’s Staff Roster (Updated 05/07/15)

STAFF EXTENSION JOB DESCRIPTION
David DeNola 112 Executive Director
Diane Rovai 115 Development Manager
Donna Reed 113 Program Manager
Imelda Luna 120 Office Manager
Kate Brune 117 Community Work Incentive Coordinator
Leonardo Camargo 127 Assistive Technology Coordinator
Liezel Taube 121 Community Work Incentive Coordinator
Maisoon Sahouria 130 Independent Living Generalist
Mamta
Maheshwary 123 Housing Accessibility Modification (HAM) Coordinator Pete Williams 124 Independent Living Generalist
Tsegereda
Andarge 111 Fiscal Manager
Vincent Merola 118 Systems Change Advocate
Ray Pittsinger BRANCH Independent Living Generalist
Ben McMullan BRANCH Independent Living Generalist
Reception 100 Front Desk / Main Phone
Conference Room 132 Large Conference Room
Teleconference
Phone 650-212-2163 Large Conference Room
SAN MATEO: 2001 Winward Way, Suite 103, San Mateo, CA 94404 MAIN OFFICE 650-645-1780 Main Telephone Line
650-645-1785 FAX
650-522-9313 TTY
SAN BRUNO: 1590 El Camino Real, Suite C, San Bruno, CA 94066 BRANCH
OFFICE 650-589-8994 Independent Living Generalist
650-589-8995 FAX
650-589-8170 TTY

CENTER FOR INDEPENDENCE OF INDIVIDUALS WITH DISABILITIES BOARD OF DIRECTORS ROSTER Updated 2/19/21 by JY

MICHAEL LEVINSON
President
1551 Southgate Ave #223
Daly City, CA 94015
650-994-6663
[email protected]
FIRST TERM: April 2015 to April 2018
SECOND TERM: April 2018 to April 2021
Birthday: March 5

LIGIA ANDRADE-ZUNIGA
Vice-President
2201 Bridgepointe Cir #C142
San Mateo, CA 94404
650-477-8661
[email protected]
FIRST TERM: November 2013 to November 2016
SECOND TERM: November 2016 to November 2019
THIRD TERM: July 30, 2020 to July 30, 2023
Birthday: June 9

JODY YARBOROUGH
Secretary
2084 Xavier Court
Santa Clara, CA 95051
408-663-8671
[email protected]
FIRST TERM: April 2013 to April 2016
SECOND TERM: April 2016 to April 2019
THIRD TERM: April 2019 to April 2022
Birthday: February 17
DAVID M. GARLASCO
Member
415-200-6048
[email protected]
FIRST TERM: April 2015 to April 2018
SECOND TERM: April 2018 to April 2021
Birthday: May 7

JANICE ZOWASKY
Member
116 Laurel Avenue
Millbrae, CA 94040
650-465-1610
[email protected]
FIRST TERM: January 2019 to January 2022
Birthday: July 9

LINDSIE VERMA
Member
825 Marshall St. Apt. 236
Redwood City, CA 94063
650-660-1115
[email protected]
FIRST TERM: June 2019 to January 2022
Birthday: July 12

LINDA RHINE
Member
1555 Lakeside Drive #142
Oakland, CA 94612
650-270-9133
[email protected]
FIRST TERM: January 2021 to January 2024
Birthday:
** Treasurer office is currently temporarily vacant
ORGANIZATIONAL CHART - Center for Independence of Individuals with Disabilities (CID). As of 1/12/2022.

Board of Directors
P-1
Executive Director - Donna
Reed: 40% AB204, 10% ILS,
10% Branch, 20% PG&E, 20%
WIPA - 1 FTE
P-4
Finance Manager -
Tsegereda Andarge:
40% AB204, 10% ILS,
10% Branch, 20%
PG&E, 10% HAM, 10%
WIPA - 1 FTE
P-1
Accountant -
Svetlana Feofanova:
30% AB204, 30%
ILS, 20% Branch,
10% PG&E, 10%
WIPA - 0.50 FTE.

P-2
Program Manager -
Paul Cruz: 40%
AB204, 25% ILS,
15% Branch, 20%
PG&E - 1 FTE
P-3
Office Manager -
Imelda Luna: 70%
AB204; 20% ILS,
10% PG&E - 1 FTE
Independent
Living Program
Staff (See Second
Page)
Work Incentives
Planning and
Assistance
Program
Community Work
Incentives
Coordinator -
TBD: 100% WIPA
- 0.5 FTE
Community Work
Incentives
Coordinator -
Camilla Aceves:
100% WIPA - 1
FTE
Community Work
Incentives
Coordinator -
Mamta
Maheshwary:
100% WIPA - 0.8
FTE
Systems Change
P-2
Systems Change
Advocate - Benjamin
McMullan: 50%
AB204, 40% ILS, 10%
Branch - 1 FTE
ORGANIZATIONAL CHART - Center for Independence of Individuals with Disabilities (CID) Independent Living Program
HAM – Housing Accessibility Modifications; AT – Assistive Technology Program Manager - Paul
Cruz: : 40% AB204, 25% ILS,
15% Branch, 20% PG&E - 1
FTE
Project
CoordinatorKellie Hanson:
50% PG&E, 25%
Cares ILS, 15%
Cares Br., 10%
WIPA – 1 FTE
Independent
Living Assistant -
Marichu Pelayo:
80% WIPA, 20%
ILS – 0.40 FTE
HAM
Coordinator -
Rachel Aceberos:
100% AB204 - 1
FTE
Assistive
Technology
Coordinator -
Vincent Lopez:
100% AB204 AT -
1 FTE
Independent
Living Generalist
-Pete Williams:
100% ILS - 0.50
FTE
Independent
Living Generalist
(San Bruno) -
Alex Madrid:
90% Branch,
10% ILS - 1 FTE
Economic
Empowerment
and Independent
Living Skills
Coordinator -
Laura Harrison:
50% ILS, 50%
Branch - 1 FTE.

Center for Independence
of Individuals with
Disabilities
Report on Audit of Financial Statements
with a Report on Internal Control
and Compliance
September 30, 2020
CHAD HOESING CPA, INC.

TABLE OF CONTENTS
Independent Auditor’s Report on Financial Statements 1 - 2 Statement of Financial Position 3 - 4
Combined Statement of Activities and Changes
in Net Assets 5
Statement of Functional Expenses 6
Combined Statement of Cash Flows 7
Notes to Financial Statements 8 - 11
Schedule of Expenditures of State and Federal Awards 12 Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards 13 - 14 Report on Compliance with Requirements Applicable to each Major Program and on Internal Control Over Compliance required By the Uniform Guidance 15 - 16
Schedules of Findings, Questioned Costs and
Corrective Action Plans 17

Unrestricted Temporarily Permanently Unrestricted 9/30/2020 9/30/2019 Operating Restricted Restricted Fixed Assets Combined Combined Fund Funds Funds Fund Funds Funds

CURRENT ASSETS
Cash and CD's $139,531 $139,531 $142,420
Investments (Note 5) 174,583 174,583 165,264
Grants & Donations Receivable 167,726 167,726 91,563
TOTAL CURRENT ASSETS 481,840 0 0 0 481,840 399,247

FIXED ASSETS
Leasehold Improvements 59,440 59,440 59,440
Vehicle, Equipment & Furniture 182,953 182,953 154,237
Less: Accumulated Depreciation (183,738) (183,738) (164,945) NET FIXED ASSETS 0 0 0 58,655 58,655 48,732

OTHER ASSETS
Deposits (Note 4) 11,301 11,301 11,301
TOTAL ASSETS $493,141 $0 $0 $58,655 $551,796 $459,280
Center for Independence of Individuals with Disabilities Statement of Financial Position
As of September 30, 2020 and September 30, 2019
See Accompanying Notes and Auditor's Report
3 Unrestricted Temporarily Permanently Unrestricted 9/30/2020 9/30/2019 Operating Restricted Restricted Fixed Assets Combined Combined Fund Funds Funds Fund Funds Funds

CURRENT LIABILITIES
Accounts Payable $4,225 $4,225 $4,796
Accrued Payroll & Leave Time 78,587 78,587 53,347
TOTAL CURRENT LIABILITIES 82,812 0 0 0 82,812 58,143

LONG TERM LIABILITIES
0 0
TOTAL LIABILITIES 82,812 0 0 0 82,812 58,143

NET ASSETS
Beginning Net Assets
Without Donor Restrictions 352,405 0 0 48,732 401,137 391,018 Revenues in Excess (Deficient)
of Expenses 86,640 0 0 (18,793) 67,847 10,119
Transfer to Fixed Asset Fund (28,716) 0 0 28,716 0 0

ENDING NET ASSETS
WITHOUT DONOR RESTRICTIONS 410,329 0 0 58,655 468,984 401,137

TOTAL LIABILITIES
AND NET ASSETS $493,141 $0 $0 $58,655 $551,796 $459,280 Center for Independence of Individuals with Disabilities Statement of Financial Position
As of September 30, 2020 and September 30, 2019
See Accompanying Notes and Auditor's Report
4 Unrestricted Temporarily Permanently Unrestricted 9/30/2020 9/30/2019 Operating Restricted Restricted Fixed Assets Combined Combined REVENUES Fund Funds Funds Fund Funds Funds
CA Dept of Rehabilitation $525,910 $525,910 $412,140
Comm. Development 137,966 137,966 127,795
US Dept. Health & Human Services (ILS) 257,517 257,517 224,364 US Dept. Health & Human Services (Branch) 174,450 174,450 149,301 Social Security Administration 300,000 300,000 300,000
Foundation Grants 64,576 64,576 25,900
Donations & Small Grants 8,332 8,332 25,918
Interest & Dividends Earned, Net of Fees 2,918 2,918 1,956 Realized Investment Gain (Note 5) 1,797 1,797 1,137
Unrealized Investment Gain (Note 5) 5,168 5,168 2,651
Net assets released from restrictions
Restrictions satisfied by payments 1,395,843 (1,395,843) 0 0 Total Revenues 1,478,634 0 0 0 1,478,634 1,271,162

EXPENSES
Salary Expense 717,352 717,352 627,683
Payroll Taxes & Employee Benefits 142,845 142,845 144,477 Occupancy 137,846 137,846 134,065
Audit & Payroll Service 16,222 16,222 11,973
Equipment Rental/Maintenance 23,220 23,220 8,399
Advertising 1,765 1,765 2,483
Telephone/Internet 26,069 26,069 13,382
Travel/Mileage/Reasonable Accommodations 5,969 5,969 19,277 Liability Insurance 35,407 35,407 27,116
Staff Recruiting/Training/Conferences 11,746 11,746 18,374 Office, Dues, Other 34,295 34,295 50,702
Outside Services 220,791 220,791 174,047
Other Program Expenses 18,467 18,467 7,049
Depreciation Expense 18,793 18,793 22,016
Total Expenses 1,391,994 0 0 18,793 1,410,787 1,261,043 Operating Revenues in Excess
(Deficient) of Expenses 86,640 0 0 (18,793) 67,847 10,119 Transfer to Fixed Asset Fund (28,716) 0 0 28,716 0 0
Increase (Decrease) in Net Assets 57,924 0 0 9,923 67,847 10,119 Beginning Net Assets
Without Donor Restrictions 352,405 0 0 48,732 401,137 391,018 Ending Net Assets
Without Donor Restrictions $410,329 $0 $0 $58,655 $468,984 $401,137 Center for Independence of Individuals with Disabilities Combined Statement of Activities & Changes In Net Assets For the Years Ended September 30, 2020 and September 30, 2019 See Accompanying Notes and Auditor's Report
5 9/30/2020
Program Management Fundraising Combined
Expenses Expenses Expenses Expenses

FUNCTIONAL EXPENSES
Salary Expense 645,617 64,562 7,173 717,352
Payroll Taxes & Employee Benefits 127,132 14,285 1,428 142,845 Occupancy 122,683 13,785 1,378 137,846
Audit & Payroll Service 14,438 1,622 162 16,222
Equipment Rental/Maintenance 23,220 23,220
Advertising 1,765 1,765
Telephone/Internet 26,069 26,069
Travel/Mileage/Reasonable Accomodations 5,671 298 5,969 Liability Insurance 35,407 35,407
Staff Recruiting/Training/Conferences 11,746 11,746
Office Expense 32,580 1,715 34,295
Outside Services 220,791 220,791
Other Program Expenses 17,175 923 369 18,467
Depreciation Expense 18,793 18,793
Total Functional Expenses $1,303,087 $97,190 $10,510 $1,410,787 See Accompanying Notes and Auditor's Report
6 Center for Independence of Individuals with Disabilities Statement of Functional Expenses
For the Year Ended September 30, 2020
CASH FLOWS FROM OPERATING ACTIVITIES:

Excess (Deficiency) of Revenues over 9/30/20 9/30/19
Expenditures 67,847 10,119
Adjustment to Reconcile Excess (Deficiency)
of Revenues over Expenditures to
net cash provided by operating activities:

Depreciation 18,793 22,016
Decrease (Increase) in Receivables (76,163) (40,575)
Decrease (Increase) in Prepaid Expenses & Deposits 0 (1,385) Increase (Decrease) in Accrued Expenses 24,669 (1,635)
Net Cash Provided (Used) by Operating Activities 35,146 (11,460)

CASH FLOWS FROM FINANCING ACTIVITIES
Increase (Decrease) in Loans Payable 0 0

CASH FLOWS FROM INVESTING ACTIVITIES
Net (Acquisition) Purchase of Equipment (28,716) (5,982) Increase (Decrease) in Cash and
Temporary Cash Investments 6,430 (17,442)
Cash and Temporary Cash Investments
at beginning of year 307,684 325,126
Increase (Decrease) in Cash and
Temporary Cash Investments 6,430 (17,442)
Cash and Temporary Cash Investments
at end of year 314,114 307,684
See Accompanying Notes and Auditor's Report
Center for Independence of Individuals with Disabilities Combined Statement of Cash Flows
For the Years Ended September 30, 2020 and September 30, 2019 7 Center for Independence of Individuals with Disabilities Notes to Financial Statements
As of September 30, 2020
8 NOTE 1. INTRODUCTION TO ORGANIZATION
Center for Independence of Individuals with Disabilities is a public benefit corporation exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of California Revenue and Taxation Code. The IRS can audit the organization for three years after the due date of the annual IRS form 990. This organization was incorporated to provide services and programs to San Mateo County and nearby counties’ residents with disabilities to optimize their opportunities to live independently. The organization's major sources of revenue include grants from the State of California Department of Rehabilitation, U.S. Department of Education, Social Security Administration, local governments, foundations and public donations.

Nature of Activities
Center for Independence of Individuals with Disabilities (CID) is a nonprofit, 501(c)3 organization available to all persons with disabilities in San Mateo County. The CID mission states that “CID is a non-profit organization that has served San Mateo County for more than thirty-five years. The organization is well known for its exceptional visibility and responsiveness to the needs of individuals with disabilities.”
CID offers peer-oriented independent living training and support services, peer counseling, individual and systemic advocacy, outreach and public education. There is no cost to consumers.

Program Services
CID provides a wide range of services designed to assist people with all disabilities of all ages to live independently in their communities, and all of CID services are free of charge. CID offers the following four core services: Information and Referral, Peer Support, Independent Living Skills Training, and Advocacy and other critical services.

NOTE 2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
Basis of Accounting
The financial statements have been prepared on the accrual basis of accounting in accordance with generally accepted accounting principles. Revenues are recorded when earned and expenditures are recorded when incurred.

Basis of Presentation
Financial statement presentation follows the recommendations of the Financial Accounting Standards Board in its Accounting Standards Codification. Under generally accepted accounting principles, the organization is required to report information regarding its financial position and activities according to three classes of net assets: unrestricted net assets, temporarily restricted net assets, and permanently restricted net assets.

Cash and Cash Equivalents
For purposes of the Statement of Cash Flows, the organization considers all unrestricted highly liquid investments with an initial maturity of six months or less to be cash equivalents.

The total cash at September 30, 2020 of $314,114 represents about three months of cash operating expenses.

Center for Independence of Individuals with Disabilities Notes to Financial Statements
As of September 30, 2020
9 NOTE 2. (continued) SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Comparative Financial Information
The financial statements include certain previous-year comparative information in combined amounts instead of by net asset class. Such information does not provide sufficient detail to constitute a presentation in conformity with generally accepted accounting principles. The reader may refer to the organization’s audited financial statements for the year ended 9/30/19 that shows the detailed information comprising the combined amounts.

Estimates
Management uses estimates and assumptions in preparing financial statements. Those estimates and assumptions affect the reported amounts of assets and liabilities, the disclosure of contingent assets and liabilities, and the reported revenues and expenses. Actual results could differ from those estimates.

Expense Allocation
Directly identifiable expenses are charged to programs and supporting services. Expenses related to more than one function are charged to programs and supporting services usually on the basis of payroll allocations. Management and general expenses include those expenses that are not directly identifiable with any other specific function but provide for the overall support and direction of the organization.

Advertising
The organization expenses all advertising at inception throughout the fiscal year. There is no “direct response” (coupon) advertising. There is no prepaid advertising as of September 30, 2020.

Property and Equipment
Uses of operating funds for fixed asset acquisitions are accounted for as transfers to the fixed asset fund. Property and equipment are carried at cost or, if donated, at the approximate fair value at the date of donation. Depreciation is computed using primarily the straight-line method over five years.

Reclassifications
Certain accounts in the prior-year financial statements may have been reclassified for comparative purposes to conform to the presentation in the current-year financial statements.

Restricted and Unrestricted Contributions
Contributions received are recorded as increases in unrestricted or temporarily restricted, depending on the existence and/or nature of any donor restrictions. Therefore cash amounts received in advance of fulfilling the grant or contract requirements are reported as deferred revenue in accordance with Accounting Standards Update 958-605-25-5F issued by the Financial Accounting Standards Board.

Bad Debts
Bad debts are recorded using the direct write-off method whereby they are charged at the time management has determined them to be unrecoverable. Generally accepted accounting principles require that an allowance for bad debt be recorded, but the difference in the amount of bad debt recorded between the two methods is immaterial.

Center for Independence of Individuals with Disabilities Notes to Financial Statements
As of September 30, 2020
10 NOTE 3. LEASE COMMITMENTS
The organization leases office space at 2001 Winward Way, San Mateo, CA. The term of the lease period was 66 months beginning May 1, 2014 and ending October 31, 2019 and was renewed for additional 72 month term. Base rent is currently $8,340 per month. Minimum future lease payments are as follows.

Fiscal Year End 9/30/21 $ 99,844
Fiscal Year End 9/30/22 102,998
Fiscal Year End 9/30/23 106,180
Fiscal Year End 9/30/24 109,363
Fiscal Year End 9/30/25 112,546
Thereafter 9,401
Total $540,332
The organization leases office space at 1590 El Camino Real, San Bruno, CA. The term of the lease is nine years beginning January 1, 2012 and ending January 1, 2021. Base rent is currently $1,700.

NOTE 4. DEPOSITS
The organization paid a rental deposit of $9,401 for the San Mateo office space and a rental deposit of $1,900 for the San Bruno office space.

NOTE 5. INVESTMENTS
The organization invested a total of $120,000 in Moderate and Long-Term investments funds with UBS during the fiscal year-ended September 30, 2018.

Investments at Fair Market Value are as follows as of September 30, 2020. Investment income was $10,233 including dividends of $3,268, realized gains of $1,797 and unrealized gains of $5,168. Fees were $1,547.

Money Market and Cash $ 1,976
Equities 75,627
Fixed Income 55,610
Total FMV at September 30, 2020 $133,213
Fair market value is determined by readily determinable fair values per ASC 958-320-20.

NOTE 6. RISKS OF CONCENTRATION OF GOVERNMENT FUNDING
The organization is dependent on a concentration of government funding. A significant decrease in government funding could result in a corresponding significant decrease in operations.

NOTE 7. SIMPLE IRA
Beginning on June 7, 2017, the organization provides a SIMPLE IRA plan for employees. The organization matches a maximum of 3% of employee compensation. During fiscal year-ended September 30, 2020, the organization matched $15,458 in SIMPLE IRA contributions.

Center for Independence of Individuals with Disabilities Notes to Financial Statements
As of September 30, 2020
11 NOTE 8. SUBSEQUENT EVENTS
Subsequent events were evaluated through April 29, 2021, the date of the management representation letter and of the audit report.

Current Current
Year Year
Contract CFDA Total Program
Number # Revenues Expenses
PROGRAMS:

Social Security Administration (SSA) Passthrough
CA Dept. of Rehab. AB 204 - Reimbursement from SSA 30544-2 96.008 $393,531 $393,531 CA Dept. of Rehab. AB 204 - 035/SSR 30544-2 96.008 28,571 28,571 Work Incentive Program WIP15050458 96.008 300,000 $300,000 U.S. Dept. of Education
VII Rehabilitation: Centers for Independent Living 1922CAILCL-00 93.432 257,517 $257,517 VII Rehabilitation: Centers for Independent Living 1938CAILCL-00 93.432 174,450 $174,450 U.S. Dept. of Housing Passthrough
Community Development Block Grants Various 14.218 137,966 $137,966 TOTAL $1,292,035 $1,292,035
Note A- Basis of Presentation
Note B- Summary of Significant Accounting Policies
Note C- Indirect Cost Rate
Center for Independence of Individuals with Disabilities has elected to not use the 10% de minimis indirect cost rate.

Year Ended September 30, 2020
See Accompanying Notes and Auditor's Report
12 Center for Independence of Individuals with Disabilities Schedule of Expenditures of Federal Awards
Year Ended September 30, 2020
Notes To Schedule of Expenditures of Federal Awards
Expenditures reported on the schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in OMB Circular A-122, Cost Principles for Non-Profit Organizations, wherein certain types of expenditures are not allowable or are limited as to reimbursement.

This schedule of expenditures of state and federal awards includes the state and federal grant activity of Center for Independence of Individuals with Disabilities under programs of the state and federal government for the year ended September 30, 2020. The information in this schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the schedule presents only a selected portion of the operations of Center for Independence of Individuals with Disabilities, it is not intended to and does not present the financial position, changes in net assets, or cash flows of Center for Independence of Individuals with Disabilities.

17 Center for Independence of Individuals with Disabilities Schedule of Findings and Questioned Costs
Year Ended September 30, 2020
SUMMARY OF AUDITOR’S RESULTS
Financial Statements
Type of auditor’s report used: unqualified
Internal control over financial reporting:

Material weakness(es) identified? no
Significant deficiencies identified that are not considered to be material weakness(es)? none reported
Noncompliance material to financial statements notes? no Federal Awards
Internal control over major programs:

Material weakness(es) identified? no
Significant deficiencies identified that are not considered to be material weakness(es)? none reported
Type of auditor’s report issued on compliance for major programs: unqualified Any audit findings disclosed that are required to be reported in accordance with Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance)? no Major Programs:

CFDA #: Name:

96.008 Social Security Administration
Dollar threshold used to distinguish between type A and type B programs: $750,000 Auditee qualified as low-risk auditee? no

FINDINGS-FINANCIAL STATEMENT AUDIT
None

FINDINGS AND QUESTIONED COSTS-MAJOR FEDERAL AWARD

PROGRAMS AUDIT
None
Total AB204 AB204AT
VIIC
ILS
VIIC
Branch
VIIC: Cares Act
ILS
VIIC: Cares Act
Branch PG&E
Contract

HAM WIPA
General
Fund
Fund
Raising Total
1,495,531 325,743 70,000 231,103 153,785 65,000 48,000 150,000 140,000 298,100 3,800 10,000 $1,495,531 P-1 Executive Director - 1 FTE $ 131,247.72 $ 45,936.70 $ 26,249.54 $ 6,562.39 $ 26,249.54 $ 26,249.54 $131,247.72 Executive Director - 1 FTE P-2 Program Manager - 1 FTE $ 72,080.00 $ 28,832.00 $ 18,020.00 $ 10,812.00 $ 14,416.00 $72,080.00 Program Manager - 1 FTE P-3 Office Manager -1 FTE $ 40,443.00 $ 28,310.10 $ 8,088.60 $ 4,044.30 $40,443.00 Office Manager -1 FTE P-4 Finance Manager - 1 FTE $ 80,899.20 $ 32,359.68 $ 8,089.92 $ 8,089.92 $ 16,179.84 $ 8,089.92 $ 8,089.92 $80,899.20 Finance Manager - 1 FTE P-1 Accountant - 0.5 FTE $ 35,058.40 $ 10,517.52 $ 7,011.68 $ 7,011.68 $ 3,505.84 $ 3,505.84 $ 3,505.84 $35,058.40 Accountant - 0.5 FTE P-2 Systems Change Advocate - 1 FTE $ 49,296.00 $ 24,648.00 $ 19,718.40 $ 4,929.60 $49,296.00 Systems Change Advocate - 1 FTE P-3 HAM Coordinator - 1 FTE $ 41,632.50 $ 41,632.50 $41,632.50 HAM Coordinator - 1 FTE P-5 AT Coordinator - 1 FTE $ 58,240.00 $ 58,240.00 $58,240.00 AT Coordinator - 1 FTE Economic Empowerment & Independent Living
Skills Coordinator - 1 FTE $ 44,187.00 $ 22,093.50 $ 22,093.50 $44,187.00 Economic Empowerment & Independent
Living Skills Coordinator - 1 FTE
Independent Living Generalist - 1 FTE $ 40,911.00 $ 4,091.10 $ 36,819.90 $40,911.00 Independent Living Generalist - 1 FTE Independent Living Generalist - 0.5 FTE $ 21,570.00 $ 21,570.00 $21,570.00 Independent Living Generalist - 0.5 FTE WIPA Coordinator - 1 FTE $ 53,683.50 $ 53,683.50 $53,683.50 WIPA Coordinator -1 FTE WIPA Coordinator -0.8 FTE $ 48,841.00 $ 48,841.00 $48,841.00 WIPA Coordinator - 0.8 FTE Back up WIPA Coordinator - 0.5 FTE $ 23,920.00 $ 23,920.00 $23,920.00 WIPA Coordinator -0.5 FTE Independent Living Assistant - 0.4 FTE $ 13,478.40 $ 2,695.68 $ 10,782.72 $13,478.40 Independent Living Assistant - 0.4 FTE DDARC Program Coordinator - PG&E. 1 FTE $ 52,650.00 $ 15,795.00 $ 10,530.00 $ 26,325.00 $52,650.00 DDARC Program Coordinator - 1 FTE $ 808,137.72 $ 212,236.50 $ 58,240.00 $ 137,628.42 $ 96,318.99 $ 19,300.84 $ 14,035.84 $ 87,214.68 $ 8,089.92 $ 175,072.52 $ - $ - $808,137.72 $ - 20% 15% 12% 22% 21% 19% 18% 17% 0% 26%
$ 64,199.00 $ 8,000.00 $ - $ 15,391.00 $ 12,894.00 $ 2,000.00 $ 1,614.00 $ 6,300.00 $ - $ 18,000.00 $ 11,152.00 $ 892.00 $ 446.00 $ 2,843.00 $ 573.00 $ 180.00 $ 100.00 $ 1,255.00 $ - $ 4,863.00 $ 68,924.36 $ 20,079.00 $ 4,455.36 $ 9,941.00 $ 6,859.00 $ 1,330.00 $ 900.00 $ 5,360.00 $ - $ 20,000.00 $ 18,006.00 $ 1,200.00 $ 500.00 $ 5,700.00 $ 1,125.00 $ 200.00 $ 100.00 $ 1,880.00 $ - $ 7,301.00 $ 26,563.50 $ 7,874.00 $ 1,747.64 $ 4,128.85 $ 2,889.57 $ 474.00 $ 316.00 $ 2,616.44 $ 6,517.00 $ 8,132.24 $ 813.00 $ 435.00 $ 1,531.00 $ 875.00 $ 200.00 $ 100.00 $ 877.70 $ - $ 3,300.54 P-4, P-6 Fringe Benefits: PR Tax/UST/WC/Simple IRA/Ins $ 196,977.10 $ 38,858.00 $ 7,584.00 $ 39,534.85 $ 25,215.57 $ 4,384.00 $ 3,130.00 $ 18,289.14 $ - $ 59,981.54 $ - $ - $ 196,977.10 Fringe Benefits: PR Tax/UST/WC/Ins $ 1,005,114.82 $ 251,094.50 $ 65,824.00 $ 177,163.28 $ 121,534.56 $ 23,684.84 $ 17,165.84 $ 105,503.82 $ 8,089.92 $ 235,054.06 $ - $ - $ 1,005,114.82 PERSONNEL TOTAL Agency Budget - FY: 10.1.2021 - 9.30.2022
Agency Income

EXPENSES
Personnel
TOTAL WAGES:

Simple IRA
W. Comp

PERSONNEL TOTAL
Fringe Benefits to Total Peronnel Ratio
Health
Unemployment Tax
Payroll tax
LTD, Vision and Dental
Total AB204 AB204 AT VII - C VII - C Cares Act Cares Act PG&E Contract WIPA General Fund Total ILS Branch ILS Branch HAM Fund Raising Operating
O-1, O-3 Occupancy $ 146,828.52 $ 28,000.00 $ 1,060.00 $ 31,119.00 $ 20,716.52 $ - $ - $ 22,591.00 $ - $ 33,342.00 $ - $ 10,000.00 $ 146,828.52 Occupancy O-2, O-4 Insurance-Liability $ 28,464.94 $ 9,063.00 $ 487.00 $ 6,347.00 $ 1,856.00 $ 3,000.00 $ - $ 7,711.94 $ - $ - $ 28,464.94 Insurance-Liability O-3, Telephone/Internet $ 16,000.00 $ 5,189.00 $ 1,400.00 $ 1,649.00 $ 5,362.00 $ - $ 2,400.00 $ - $ - $ 16,000.00 Telephone O-4, Dues/Subscriptions $ 9,318.48 $ 5,000.00 $ 1,454.00 $ 864.48 $ - $ - $ 1,500.00 $ 500.00 $ - $ 9,318.48 Dues/Subscriptions O-5, IT Contract Services $ 31,593.00 $ 15,278.00 $ 6,606.00 $ 3,009.00 $ - $ - $ 5,400.00 $ 1,300.00 $ - $ 31,593.00 IT Contract Services O-6, Contract Services $ 52,663.00 $ 3,935.00 $ 1,228.00 $ 1,000.00 $ 25,500.00 $ 19,500.00 $ - $ - $ - $ 1,500.00 $ - $ 52,663.00 Financial Contract Services O-7, Equipment Maintenance $ 3,501.00 $ 1,750.00 $ 1,200.00 $ 551.00 $ - $ - $ - $ - $ - $ 3,501.00 Equipment Maintenance O-8, Equipment Lease $ 2,845.00 $ 1,148.00 $ 843.00 $ 854.00 $ - $ - $ - $ - $ - $ 2,845.00 Equipment Lease Utilities $ 1,800.00 $ - $ 1,050.00 $ 750.00 $ - $ - $ - $ - $ - $ 1,800.00 Utilities O-9 Postage $ 3,648.00 $ 562.00 $ 686.00 $ 500.00 $ - $ - $ 1,900.00 $ - $ - $ 3,648.00 Postage O-10, Printing & Copying $ 3,062.50 $ 870.50 $ - $ - $ - $ - $ 1,692.00 $ 500.00 $ - $ 3,062.50 Printing & copiying O-11, Supplies-Office $ 3,857.15 $ 1,250.00 $ 506.71 $ 500.44 $ - $ - $ 1,600.00 $ - $ - $ 3,857.15 Supplies-Office O-12, Travel $ 4,396.16 $ 1,353.00 $ - $ - $ 543.16 $ - $ 2,500.00 $ - $ - $ 4,396.16 Travel O-13 Staff Training/Conferences/Recruitment $ 1,750.00 $ 1,250.00 $ 500.00 $ - $ - $ - $ - $ - $ - $ 1,750.00 Staff Training/Conferences O-2 AT Reuse Items Purchase & Maintenance $ 2,629.00 $ - $ 2,629.00 $ - $ - $ - $ - $ - $ - $ - $ 2,629.00 AT Reuse Items Equipment Purchase $ 1,000.00 $ - $ - $ 1,000.00 $ - $ - $ - $ - $ - $ - $ 1,000.00 Equipment Purchase Transition Services $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Transition Services Outreach and other $ 22,988.00 $ - $ - $ - $ - $ 4,994.00 $ 4,994.00 $ 8,000.00 $ - $ 5,000.00 $ - $ - $ 22,988.00 Outreach Independent Contractor-HAM $ 131,910.08 $ - $ - $ - $ - $ - $ 131,910.08 $ - $ - $ - $ 131,910.08 Independent Contractor-HAM Emerg. Prepardness Kit/Event/Awareness $ 22,161.00 $ - $ - $ - $ - $ 10,821.00 $ 6,340.00 $ 5,000.00 $ - $ - $ - $ - $ 22,161.00 Emerg. Prep. Kit/Event/Awareness $ 490,415.83 $ 74,648.50 $ 4,176.00 $ 53,939.71 $ 32,250.44 $ 41,315.00 $ 30,834.00 $ 44,496.16 $ 131,910.08 $ 63,045.94 $ 3,800.00 $ 10,000.00 $ 490,415.83 OPERATING TOTAL $ 1,495,530.65 $ 325,743.00 $ 70,000.00 $ 231,102.99 $ 153,785.00 $ 64,999.84 $ 47,999.84 $ 149,999.98 $ 140,000.00 $ 298,100.00 $ 3,800.00 $ 10,000.00 $ 1,495,530.65 GRAND TOTAL $ 1,495,531.00 $ 325,743.00 $ 70,000.00 $ 231,103.00 $ 153,785.00 $ 65,000.00 $ 48,000.00 $ 150,000.00 $ 140,000.00 $ 298,100.00 $ 3,800.00 $ 10,000.00 $ 1,495,531.00 Income Difference 0 0 0 0 0 0 0 0 0 0 0 0 0 Difference
Color Key-Operations:

Fixed Costs
Variable Costs
Independent Contractor
Operating

OPERATING TOTAL

TOTAL COST
Income

EXPENSES
Total AB204 AB204AT
VIIC
ILS
VIIC
Branch PG&E
Contract

HAM WIPA
General
Fund
Fund
Raising Total
1,382,531 325,743 70,000 231,103 153,785 150,000 140,000 298,100 3,800 10,000 $1,382,531 P-1 Executive Director - 1 FTE $ 131,247.72 $ 45,936.70 $ 26,249.54 $ 6,562.39 $ 26,249.54 $ 26,249.54 $131,247.72 Executive Director - 1 FTE P-2 Program Manager - 1 FTE $ 72,080.00 $ 28,832.00 $ 18,020.00 $ 10,812.00 $ 14,416.00 $72,080.00 Program Manager - 1 FTE P-3 Office Manager -1 FTE $ 40,443.00 $ 28,310.10 $ 8,088.60 $ 4,044.30 $40,443.00 Office Manager -1 FTE P-4 Finance Manager - 1 FTE $ 80,899.20 $ 32,359.68 $ 8,089.92 $ 8,089.92 $ 16,179.84 $ 8,089.92 $ 8,089.92 $80,899.20 Finance Manager - 1 FTE P-1 Accountant - 0.5 FTE $ 35,058.40 $ 17,529.20 $ 7,011.68 $ 7,011.68 $ 3,505.84 $35,058.40 Accountant - 0.5 FTE P-2 Systems Change Advocate - 1 FTE $ 49,296.00 $ 24,648.00 $ 19,718.40 $ 4,929.60 $49,296.00 Systems Change Advocate - 1 FTE P-3 HAM Coordinator - 1 FTE $ 41,632.50 $ 41,632.50 $41,632.50 HAM Coordinator - 1 FTE P-5 AT Coordinator - 1 FTE $ 58,240.00 $ 58,240.00 $58,240.00 AT Coordinator - 1 FTE Economic Empowerment & Independent Living
Skills Coordinator - 1 FTE $ 44,187.00 $ 22,093.50 $ 22,093.50 $44,187.00 Economic Empowerment & Independent
Living Skills Coordinator - 1 FTE
Independent Living Generalist - 1 FTE $ 40,911.00 $ 4,091.10 $ 36,819.90 $40,911.00 Independent Living Generalist - 1 FTE Independent Living Generalist - 0.5 FTE $ 21,570.00 $ 21,570.00 $21,570.00 Independent Living Generalist - 0.5 FTE WIPA Coordinator - 1 FTE $ 53,683.50 $ 53,683.50 $53,683.50 WIPA Coordinator -1 FTE WIPA Coordinator -0.8 FTE $ 48,841.00 $ 48,841.00 $48,841.00 WIPA Coordinator - 0.8 FTE Back up WIPA Coordinator - 0.5 FTE $ 23,920.00 $ 23,920.00 $23,920.00 WIPA Coordinator -0.5 FTE Independent Living Assistant - 0.4 FTE $ 13,478.40 $ 2,695.68 $ 10,782.72 $13,478.40 Independent Living Assistant - 0.4 FTE DDARC Program Coordinator - PG&E. 1 FTE $ 52,650.00 $ 13,162.50 $ 7,897.50 $ 26,325.00 $ 5,265.00 $52,650.00 DDARC Program Coordinator - 1 FTE $ 808,137.72 $ 219,248.18 $ 58,240.00 $ 150,790.92 $ 104,216.49 $ 87,214.68 $ 8,089.92 $ 180,337.52 $ - $ - $808,137.72 $ - 18% 14% 12% 16% 17% 20% 0% 25%
$ 60,585.00 $ 8,000.00 $ - $ 12,391.00 $ 10,894.00 $ 10,300.00 $ - $ 19,000.00 $ 8,872.00 $ 892.00 $ 446.00 $ 843.00 $ 573.00 $ 1,255.00 $ - $ 4,863.00 $ 61,732.36 $ 18,117.00 $ 4,455.36 $ 7,941.00 $ 5,859.00 $ 5,360.00 $ - $ 20,000.00 $ 16,706.00 $ 1,200.00 $ 500.00 $ 4,700.00 $ 1,125.00 $ 1,880.00 $ - $ 7,301.00 $ 24,263.25 $ 7,874.00 $ 1,747.64 $ 3,102.70 $ 2,405.47 $ 2,616.44 $ 6,517.00 $ 6,832.24 $ 813.00 $ 435.00 $ 531.00 $ 875.00 $ 877.70 $ - $ 3,300.54 P-4, P-6 Fringe Benefits: PR Tax/UST/WC/Simple IRA/Ins $ 178,990.85 $ 36,896.00 $ 7,584.00 $ 29,508.70 $ 21,731.47 $ 22,289.14 $ - $ 60,981.54 $ - $ - $ 178,990.85 Fringe Benefits: PR Tax/UST/WC/Ins $ 987,128.57 $ 256,144.18 $ 65,824.00 $ 180,299.62 $ 125,947.96 $ 109,503.82 $ 8,089.92 $ 241,319.06 $ - $ - $ 987,128.57 PERSONNEL TOTAL Agency Budget - FY: 10.1.2022 - 9.30.2023
Agency Income

EXPENSES
Personnel
TOTAL WAGES:

Simple IRA
W. Comp

PERSONNEL TOTAL
Fringe Benefits to Total Peronnel Ratio
Health
Unemployment Tax
Payroll tax
LTD, Vision and Dental
Total AB204 AB204 AT VII - C VII - C PG&E Contract WIPA General Fund Total ILS Branch HAM Fund Raising Operating
O-1, O-3 Occupancy $ 150,548.52 $ 29,000.00 $ 1,060.00 $ 30,252.00 $ 19,303.52 $ 27,591.00 $ - $ 33,342.00 $ - $ 10,000.00 $ 150,548.52 Occupancy O-2, O-4 Insurance-Liability $ 28,464.94 $ 9,063.00 $ 487.00 $ 6,347.00 $ 1,856.00 $ 3,000.00 $ - $ 7,711.94 $ - $ - $ 28,464.94 Insurance-Liability O-3, Telephone/Internet $ 15,000.00 $ 4,189.00 $ 1,400.00 $ 1,649.00 $ 5,362.00 $ - $ 2,400.00 $ - $ - $ 15,000.00 Telephone O-4, Dues/Subscriptions $ 8,318.48 $ 4,000.00 $ 1,454.00 $ 864.48 $ - $ - $ 1,500.00 $ 500.00 $ - $ 8,318.48 Dues/Subscriptions O-5, IT Contract Services $ 24,593.00 $ 12,278.00 $ 4,606.00 $ 1,009.00 $ - $ - $ 5,400.00 $ 1,300.00 $ - $ 24,593.00 IT Contract Services O-6, Contract Services $ 10,163.00 $ 3,935.00 $ 2,228.00 $ 1,000.00 $ - $ - $ 1,500.00 $ 1,500.00 $ - $ 10,163.00 Financial Contract Services O-7, Equipment Maintenance $ 3,501.00 $ 1,750.00 $ 1,200.00 $ 551.00 $ - $ - $ - $ - $ - $ 3,501.00 Equipment Maintenance O-8, Equipment Lease $ 2,845.00 $ 1,148.00 $ 843.00 $ 854.00 $ - $ - $ - $ - $ - $ 2,845.00 Equipment Lease Utilities $ 1,800.00 $ - $ 1,050.00 $ 750.00 $ - $ - $ - $ - $ - $ 1,800.00 Utilities O-9 Postage $ 2,548.00 $ 562.00 $ 686.00 $ - $ - $ - $ 1,300.00 $ - $ - $ 2,548.00 Postage O-10, Printing & Copying $ 2,397.50 $ 870.50 $ - $ - $ - $ - $ 1,027.00 $ 500.00 $ - $ 2,397.50 Printing & copiying O-11, Supplies-Office $ 2,787.71 $ 950.00 $ 237.71 $ - $ - $ - $ 1,600.00 $ - $ - $ 2,787.71 Supplies-Office O-12, Travel $ 2,396.16 $ 853.00 $ - $ - $ 543.16 $ - $ 1,000.00 $ - $ - $ 2,396.16 Travel O-13 Staff Training/Conferences/Recruitment $ 1,500.00 $ 1,000.00 $ 500.00 $ - $ - $ - $ - $ - $ - $ 1,500.00 Staff Training/Conferences O-2 AT Reuse Items Purchase & Maintenance $ 2,629.00 $ - $ 2,629.00 $ - $ - $ - $ - $ - $ - $ - $ 2,629.00 AT Reuse Items Equipment Purchase $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Equipment Purchase Transition Services $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - Transition Services Outreach and other $ 2,000.00 $ - $ - $ - $ - $ 2,000.00 $ - $ - $ - $ - $ 2,000.00 Outreach Independent Contractor-HAM $ 131,910.08 $ - $ - $ - $ - $ - $ 131,910.08 $ - $ - $ - $ 131,910.08 Independent Contractor-HAM Emerg. Prepardness Kit/Event/Awareness $ 2,000.00 $ - $ - $ - $ - $ 2,000.00 $ - $ - $ - $ - $ 2,000.00 Emerg. Prep. Kit/Event/Awareness $ 395,402.39 $ 69,598.50 $ 4,176.00 $ 50,803.71 $ 27,837.00 $ 40,496.16 $ 131,910.08 $ 56,780.94 $ 3,800.00 $ 10,000.00 $ 395,402.39 OPERATING TOTAL $ 1,382,530.96 $ 325,742.68 $ 70,000.00 $ 231,103.33 $ 153,784.96 $ 149,999.98 $ 140,000.00 $ 298,100.00 $ 3,800.00 $ 10,000.00 $ 1,382,530.96 GRAND TOTAL $ 1,382,531.00 $ 325,743.00 $ 70,000.00 $ 231,103.00 $ 153,785.00 $ 150,000.00 $ 140,000.00 $ 298,100.00 $ 3,800.00 $ 10,000.00 $ 1,382,531.00 Income Difference 0 0 0 0 0 0 0 0 0 0 0 Difference
Color Key-Operations:

Fixed Costs
Variable Costs
Independent Contractor
Operating

OPERATING TOTAL

TOTAL COST
Income

EXPENSES
1/20/2016 The Center for Independence of Individuals with Disabilities CID San Mateo http://www.cidsanmateo.org/ 1/2
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10 PERSONNEL POLICIES
At-Will Employment: CID -
- committed to continue the employment relationship for a specific term.

Employment may be terminated by the employer or the employee at any time, with or without notice, with or without cause. CID retains the right to demote, transfer, change job duties and change compensation at any time with or without notice and with or without cause, at its sole discretion. In deciding to work for CID, or continuing to work for CID, employees must understand and accept these terms. No supervisor, manager, or employee of CID has any authority to enter into an agreement for employment for any specified period of time or to make an agreement for employment on other than at-will terms. CID at-will employment policy cannot be modified or altered in any manner, except in a writing presented to, and formally adopted by, the CID Board of Directors.

Equal Opportunity Employment: CID is an equal opportunity employer and makes employment decisions based on merit and the business needs of CID.

CID does not unlawfully discriminate on the basis of race, color, religious creed, citizenship, marital status, age, national origin, ancestry, physical or mental disability, medical condition, sexual orientation, or any other consideration made unlawful by federal, state or local laws.

CID is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in our operations of CID and prohibits unlawful discrimination by any employee or agent of CID, including management and the board members.

Harassment and Discrimination: CID is committed to providing a work environment free of unlawful harassment. CID policy prohibits all forms of harassment including, but not limited to, sexual harassment, gender harassment, physical or mental harassment, as well as race, religious creed, color, national origin or ancestry, physical or mental disability, marital status, age, sexual orientation or any other basis protected by federal, state or local laws. CID applies to all persons involved in the operation of CID, including employees, board members or consumers. Prohibited unlawful harassment includes, but is not limited to, the following behaviors:

March 2014
11 verbal conduct such as epithets, derogatory or offensive jokes, comments, slurs or unwanted sexual advances, invitations or comments
visual displays such as derogatory or offensive sexually-orientated posters, photography, cartoons, drawings or gestures
physical conduct including assault, unwanted touching, intentional blocking of normal movement or interfering with work because of sex, race or any other protected basis
threats and demands to submit to sexual requests as a condition of continued employment or to avoid some other loss or offers of employment benefits in return for sexual favors
retaliation for reporting or threatening to report any type of harassment If any employee or consumer believes that they have been unlawfully harassed a written complaint should be submitted to the Executive Director. The complaint should include as much detail of the incident(s) as possible, including any potential witness names. If the harassment is coming or has come from the Executive Director, the written complaint should be given directly to the board president.

After investigation of the complaint, if CID determines that unlawful harassment has occurred, the appropriate action will be taken immediately, up to and including potential termination. CID will inform all concerned parties as to the results of said investigation. CID will not retaliate against the employee for filing a complaint and will not tolerate or permit retaliation by management, employees or co-workers. CID encourages all employees to report any incidents of harassment immediately so that complaints can be quickly and fairly resolved. Any employee or contractor of CID who is aware of harassment and who does not report it will be subject to disciplinary action, up to and including possible termination. All allegations of harassment or discrimination MUST be reported FIRST and immediately to the Company.

Workplace Violence: Most people think of violence as a physical assault.

However, workplace violence is any act in which a person is abused, threatened, intimidated or assaulted in his or her employment. Workplace violence is specifically prohibited and will not be tolerated. It may include harassment as described above and:

March 2014
12 Threatening behavior i.e. shaking fists, destroying property or throwing objects.

Verbal or written threats - any expression of an intent to inflict harm.

Verbal abuse - swearing, insults or condescending language.

Physical attacks - hitting, shoving, pushing or kicking.

Rumors, swearing, verbal abuse, pranks, arguments, property damage, vandalism, sabotage, pushing, theft, physical assaults, psychological trauma, anger-related incidents, rape, arson and murder are all examples of workplace violence. The Executive Director must be informed verbally immediately, and a written incident report should be completed, signed, and provided within 24 hours, or sooner if possible, so that appropriate and timely action can be taken, up to and including dismissal if an employee is found to have behaved in a violent manner in the workplace.

Employees/Applicants with Disabilities: CID welcomes applications from people with disabilities. CID fully supports the Americans with Disabilities Act of 1990 (ADA), and the comparable provisions of the California Fair Employment and Housing Act (FEHA). CID has taken steps, and continues to work towards making the work facilities barrier-free and accessible as defined by state and federal statutes. CID also makes reasonable accommodations for the known physical or mental limitations of any otherwise qualified applicant or employee with a disability, unless undue hardship would result.

An applicant or employee who requires an accommodation in order to perform the essential functions of the job should contact the Executive Director immediately and request such an accommodation. The individual with the disability should specify what accommodation he or she needs in order to perform the job. CID will then engage in an interactive process with the applicant or employee to identify the barriers that interfere with the equal opportunity of the applicant or employee to perform his or her job. CID will identify possible accommodations, if any, that will help eliminate the limitation. If the accommodation is reasonable and will not impose an undue hardship, we will make the accommodation. Any complaints of non-compliance with state law governing accommodation of disabilities should immediately be brought to the attention of the Executive Director for investigation and, if necessary, resolution.

Arbitration Policy: Pursuant to the at-will employment, confidentiality and arbitration agreement between you and CID, any and all controversies, claims or disputes with anyone, including CID, CID employees, officers, board March 2014
13 members, directors or benefit plans of CID in their capacity as such or otherwise, arising out of, relating to, or resulting from your employment with CID or the termination of your employment with CID shall be subject to binding arbitration under the arbitration rules set forth in California Code of Civil Procedure Section 1280 through Section 1294.2, including Section 1283.5 include any statutory claims under state or federal law, including but not limited to, claims under Title VII of the Civil Rights Act of 1964, the Americans with Disabilities Act of 1990, the Age Discrimination in Employment Act of 1967, the Older Workers Benefit Protection Act, the California Fair Employment and Housing Act, the California Labor Code, claims of harassment, discrimination or wrongful termination and any statutory claims. This arbitration policy also applies to any disputes that CID may have with you.

March 2014
26 2. If the problem or concern persists or is not answered in a timely fashion, you may put your concern or issue in writing and then present to the Executive Director.

3. If the problem or concern persists unanswered, the Executive Director may take your written statement to the board of directors for guidance or resolution.

While we believe this procedure is important for both you and CID, there is no guarantee that this procedure will result in every problem or issue being resolved to your complete satisfaction.

Employment of Board Members: To preserve the objectivity and integrity of the board of directors, any member who wishes to apply for employment with CID must first resign from the Board.

Conflicts of Interest: The purpose of this policy is to prevent the personal interest of staff members, board members and volunteers from interfering with the performance of their duties at CID or result in personal financial, professional or political gain on the part of such persons at the expense of CID, its supporters and other stakeholders.

Full disclosure, in writing, shall be made by the interested parties to the full board of directors in all employment conflicts, including but not limited to the following:
staff member in a supervisory position is related to another staff member and responsible for that supervision
staff member receives payment from CID for any subcontract, goods or services other than his/her regular job duties
staff member is a member of the governing body
staff member is romantically involved with another staff member Following full disclosure of a possible conflict of interest, the board of directors shall determine whether a conflict exists and, if so, the board of directors shall vote to authorize or reject the transaction or take any other action deemed necessary to address/prevent the conflict, protecting the best interests of CID.

Votes shall be by a majority vote. Interested staff members may not participate in the discussion or debate of the board of directors. However, the staff March 2014
27 member(s) may be present, if not in conflict with the board of wishes, to provide clarifying information. Anyone in potential conflict who is in the position of making financial decisions for CID
any final decisions where a conflict is discovered to exist.

Employees are expected to devote their best efforts and attention to their job.

They are expected to use good judgment, follow high ethical standards and avoid situations that create or potentially create conflicts between their personal interests and the interests of CID. Any potential conflicts should be fully disclosed, in writing, to the Executive Director. The following list gives examples of conflicts, but does not include every conflict that could possibly be an issue:
using CID time, facilities, equipment or supplies for personal gain or advantage
acquiring interest in properties or assets for the purpose of selling or leasing to CID
using electronic mail facilities to communicate or promote personal causes/gains
developing personal relationships with a subordinate employee or other employee that might interfere with impartial judgment working for or having a direct interest in contractors of CID or suppliers using confidential information acquired by employment with CID for receiving money or gifts from anyone other than CID for the performance of an act that the employee would be required or expected to render in the regular course or hours of CID employment receiving money or gifts, service, gratuity, favor, entertainment, hospitality, loan or any other thing of value from anyone who is doing or is seeking to do business of any kind with CID or whose activities are controlled in any way by CID, under circumstances from which it reasonably could be inferred that the gift was intended to influence the employee in work-related duties or was intended as a reward for any work-
having a second job or source of income that takes away from your time and/or ability to perform your duties with CID
March 2014
28 If you have any questions as to whether or not a situation or circumstance is a conflict of interest, please speak with the Executive Director.

Personal Use of Phones/Technology Systems: CID provides e-mail, voice mail, and access to the Internet and various other technology systems to assist the employees in conducting CID business. All information, data, messages created, sent, received or stored in CID systems are at all times the property of CID. Existing CID policies apply to employee conduct on the Internet and the use of all technology systems, including but not limited to, CID policies regarding discrimination, harassment, sexual harassment, confidentiality, etc.

CID does not allow any CID system to be used in creating, receiving, sending or storing data that may reasonably be considered to be offensive, obscene, harassing or defamatory. Any such use would violate CID policies.

CID reserves the right to access, view, review, copy and delete any of the information, data or messages accessed through these systems with or without notice to
employee should have any expectation of privacy as to his or her Internet or technology usage and should not use these systems for information they wish to be kept private.

Personal usage of the telephone system should be kept to a minimum both in length and in frequency. Employees should not make long distance calls on CID phone systems that do not pertain to CID business.

Violations of any aspect of the usage of CID technology systems should be reported to the Executive Director. Such violations will result in appropriate disciplinary action, up to and including possible termination.

Social Networking: Employee use of social networking websites such as Facebook or Twitter, and/or contributions to blogs, wikis and/or other forms of subject to the following restrictions:

Employees are prohibited from using CID equipment and/or CID time to engage in social networking, unless specifically authorized by CID for a work-related purpose.

Community Development Block Grant Standing Committee of the City CouncilFebruary 22, 2022

Community Development Block Grant Standing Committee of the City Council
February 22, 2022