1/26/22, 3:31 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10954&prop=125 1/9 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: El Concilio of San Mateo County
2. Project Title: Peninsula Minor Home Repair
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 $35,000 20% 9 20% $3,888.89
City of San Mateo $15,000 9% 7 15% $2,142.86
County of San Mateo $55,000 32% 20 43% $2,750.00
South San Francisco $37,500 22% 10 22% $3,750.00
Total $142,500 82% 46 100% $3,097.83
Grant Funded Programs:
We are applying for a Minor Home Repair Program
CDBG National Objective Eligibility - How are you serving low income populations? Minor home repairs for low income households whose incomes are verified.
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.
Income verification is a standard requirement for all ESCMC programs. The income thresholds for the PMHR and Low Income Home Upgrade programs are consistent with San Mateo County and entitlement cities standards. We require documented proof of income for all programs, such as the Energy Savings Assistance program, which has strict qualification and income verification requirements. For PMHR program, we require the two most current proofs of income (pay check stubs or proof of amount given to applicant by Social Security, Disability or unemployment). A proof of ownership waiver needs to be signed by owner. Ownership of the home is verified by checking with the County Assessor's office. If the name on this waiver is different than the name that the house is under, the application will not be approved. Renters can apply but must have the property owner waiver signed by the owner of the house or apartment. All documents collected go into customer files and are available for review at all times. Along with maintaining appropriate documentation for new customers, the PMHR program will leverage existing documents on file and in ESCMC's database to ensure appropriate income verification is documented and maintained for all PMHR customers.
3. Project Address: 3180 Middlefield Road City: Redwood City Zip: 94063-3762
4. Provide a one sentence project summary:
ECSMC proposes to continue providing minor home repair services to residents of San Mateo County enabling extremely low, very low, low and fixed income residents who do not initially qualify for all of the Energy Savings Assistance and electrification benefits and receive more energy and water conservation solutions, as well as address de-carbonation and climate change.
Organization
Address:
3180 Middlefield Road City: Redwood City Zip: 94063-3762 Organization Phone: 650-373-1080 Website: www.elconcilio.com Type of Applicant: Non-Profit Our agency serves:
5. Contact Person /
Project
Administrator:
Name: Joaquin Narvaez Title: PMHR Manager Telephone: 650-918-9553 Contact Email: [email protected] Fax: 650-373-1090
6. Name of Agency
Director:
Ortensia Lopez
1/26/22, 3:31 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10954&prop=125 2/9
7. Fiscal Officer: Name: Louis Briones
Email:
[email protected]
Telephone: 510-708-4400
Fiscal Officer
Address:
3180 Middlefield Road City: Redwood City Zip: 94063-3762
8. Authorized
Signatory:
Name: Ortensia Lopez Email: [email protected] Telephone: 650-373-1080 Authorized Signatory
Address:
3180 Middlefield Road City: Redwood City Zip: 94063-3762
9. Please provide days and hours of regularly scheduled operation:
Monday through Friday 8AM-5PM
10. DUNS Number: 94-6525250 Federal EIN/TIN Number: 94-2772110
11. HUD Activity: Choose the HUD activity that most closely matches your service:
14F - Energy Efficiency Improvements
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.
The unique feature and benefit of the PMHR program is ECSMC’s holistic approach and considerable experience in providing home repair services to Extremely Low Income (ELI), Very Low Income (VLI) and Low Income (LI) residents including those on a fixed income. The PMHR program objectives are providing cost-effective minor home repair improvements/repairs focusing on:
• health and safety,
• housing quality standards,
• increasing energy/water conservation,
• making more homes eligible for energy/water weatherization improvements that would otherwise not be completed,
• and/or access modifications.
The key priorities of the PMHR program are to focus on its target audience on households who:
• need but are unaware of programs available to improve their homes through minor home repairs, • may be eligible for low-cost installation of energy/water conservation solutions, and • would benefit significantly from reducing monthly energy/household water expenses.
Under the PMHR program, the services provided to eligible homes include (but are not limited to):
• Attic insulation.
• Water heater wrapping
• Carbon monoxide/fire alarm inspections/installation
• Repair/replace heating, ventilation, and air condition (HVAC) • Natural gas appliance testing
• Refrigerator replacement
• Water leak testing
• Energy audits/concurrent energy education
• Quality control inspections
• Repair/replace doors, windows, fences
• Weatheri
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.
The PMHR program is in line with Redwood City's affordable housing priorities of preserving existing rental housing and improving he condition of existing housing. Continyul need for PMHR program is based on our experiences; as a contractor for PG&E's ESA program and PCE's Low Income Home Upgrade. Our specialists conduct minor home repairs such as broken or moldy windows or lack of accessibility modifications such as safety hand rails, which are unsuitable and unsafe, especially for children or t he elderly. Our target population of ELI/LI/LI and fixed income households cannot make these minor home repairs due to health conditions and/or financial reasons. Rebuilding Together Peninsula offers similar minor home repair services improving the conditions of existing housing within the city. However, such programs are limited to specific jurisdictions and do not have the necessary resources to meet all of the needs within Redwood City. The city's population is 84,292 (2020 US census est) with 9% living in poverty. and 12.7% seniors. In addition to improving safety, potential energy/water conservation measures yield savings in monthly utility bills, which in turn help provide economic opportunities by providing discretionary funds for families who are economically disadvantaged. Of Redwood City households, 34% are foreign born and 46.4% speak a non-English language, making PMHR's multilingual (English, Spanish, Chinese) and culturally-sensitive staff a great asset.
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.
The PMHR program is in line with City of San Mateo’s affordable housing priorities of preserving existing rental housing and improving the condition of existing housing. Continual need for PMHR program IS based on our experiences; as a contractor for PG&E’s ESA program and Low Income Home Upgrade.. Our specialists conduct minor home repairs such as broken or moldy windows, or a lack of accessibility modifications such as safety hand rails, which are unsuitable and unsafe, especially for children or the elderly. Our target population of ELI/VLI/LI and fixed income households cannot make these minor home repairs due to health conditions and/or financial reasons. 1/26/22, 3:31 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10954&prop=125 3/9 Rebuilding Together Peninsula offers similar minor home repair services improving the condition of existing housing within the city. However, such programs are limited to specific jurisdictions and do not have the necessary resources to meet all of the needs within San Mateo. The city’s population is 103,959 (2016 US Census est.) with
6.6% living below poverty level. In addition to improving safety, potential energy/water conservation measures yield savings in monthly utility bills, which in turn help to provide economic opportunities by providing discretionary funds for families who are economically disadvantaged. Of City households, 44.9% speak a non-English language, making PMHR’s multilingual (English, Spanish, Chinese, Tagalog, Tongan, Russian) and culturally-sensitive staff are a great asset.
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.
The PMHR program is in line with the County’s Consolidated Plan, supporting decent, affordable housing, suitable living environments, and economic opportunities. The continual need for PMHR program is based on our experiences; as a contractor for PG&E’ (ESA) program and Low Income Home Upgrade. Our specialists conduct minor home repairs such as broken or moldy windows, or a lack of accessibility modifications such as safety hand rails, which are unsuitable and unsafe, especially for children or the elderly. Our target population of ELI/VLI/LI and fixed income households cannot make these minor home repairs due to health conditions and/or financial reasons.
Rebuilding Together Peninsula offers similar minor home repair services improving the condition of existing housing within the County of San Mateo. However, such programs are limited to specific jurisdictions and do not have the necessary resources to meet all of the needs within San Mateo. The county’s population is 764,797 (2016 US Census est.) with 7.9% living below poverty level. In addition to improving safety, potential energy/water conservation measures yield savings in monthly utility bills, which in turn help to provide economic opportunities by providing discretionary funds for families who are economically disadvantaged. Of County households, 46.5% speak a non-English language, making PMHR’s multilingual (English, Spanish, Chinese, Tagalog, Tongan, Russian) and culturally-sensitive staff are a great asset. 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.
PMHR program is in line with South San Francisco’s (SSF) affordable housing priorities of preserving existing rental housing and improving the condition of existing housing. The continual need for the PMHR program is based on our experiences; as a contractor for PG&E’s (ESA) and Low Income home Upgrade programs.. Our specialists conduct minor home repairs such as broken or moldy windows, or a lack of accessibility modifications such as safety hand rails, which are unsuitable and unsafe, especially for children or the elderly. Our target population of ELI/VLI/LI and fixed income households cannot make these minor home repairs due to health conditions and/or financial reasons. Rebuilding Together Peninsula offers similar minor home repair services improving the condition of existing housing within the city. However, such programs are limited to specific jurisdictions and do not have the necessary resources to meet all of the needs within SSF. The city’s population is 66,980 (2016 US Census est.) with 8% living below poverty level. In addition to improving safety, potential energy/water conservation measures yield savings in monthly utility bills, which in turn help to provide economic opportunities by providing discretionary funds for families who are economically disadvantaged. Of SSF households, 57.3% speak a non-English language, making PMHR’s multilingual (English, Spanish, Chinese, Tagalog, Tongan, Russian) and culturally-sensitive staff are a great asset
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.
Quarter 1:
• Preparation, negotiation and execution of contract.
• Review administrative protocols/staff training update. • Generate PMHR customer leads.
• Contacting residents who did not qualify for ESA due to minor home repair needs. • Implement Environmental review process.
• Quarterly expense review and report.
Quarter 2:
• Submit Q1 report.
• Validate monthly home repair completions/QA paperwork. • Assess materials and labor actuals.
• Adjust service forecast and/or staffing assumptions.
• Produce mid-term production reports.
• Quarterly expense review and report.
Quarter 3:
• Submit Q2 report.
• Monitor progress and results/QA paperwork .
• Identify any operational modification needs.
• Quarterly expense review and report.
Quarter 4:
• Submit Q3 report.
• Complete remaining contract commitments/QA paperwork. • Assess actual vs. forecasted expenses.
• Reassess program and staffing needs.
• Quarterly expense review and report.
• Review outcomes/prepare and submit year-end report.
We will review our numbers quarterly and adjust outreach efforts accordingly. Pending funding requests, the total number of units the FY22/23 PMHR program targets (with quarterly reassessments) are:
1/26/22, 3:31 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10954&prop=125 4/9 • San Mateo County: 20 households
• San Mateo City:7 households
• So San Francisco: 10 households.
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.
FY22-23 PMHR program goals are:
• provide cost-effective home repair/improvements focusing on home safety and energy conservation through weatherization and electrification
• increase awareness/participation of ELI/VLI/LI minor home repair programs • provide “Green Job” opportunities through job training, internships and placement of residents in PMHR related training/employment
The success of PMHR will be measured by:
• # of homes receiving repairs that will improve home safety and comfort • # of ELI/VLI/LI homes with PMHR completed enabling ESA qualification • # of trainees who learn skills that make them job/certification ready • Ability to complete repairs within budget and timeline 20/21 we only completed 23 households, with 49% elderly, 49% female head of household, and 17% disabled (San Mateo County 19, San Mateo 3, and So San Francisco due to COVID-19. First two quarters of FY21-22, we provided PMHR services to 9 households and have enrolled and assessed an additional 30 units to-date for electrification program. Coordination of work is a challenge for now. We continue to face the challenges regarding income threshold documentation. Also, the high number of renters requesting assistance has impacted our service numbers. We continue to communicate with both city and county housing staff to overcome these obstacles.
Pending funding requests, the total number of units the FY22-23 PMHR program targets (with quarterly reassessments) are:b
16. Collaboration: Describe partnerships with other organizations/agencies, the nature of the partnership, and how it relates to the proposed project.
PG&E has contracted ECSMC for the past 14 years, providing us with extensive experience in reaching ELI/VLI/LI and fixed income residents, conducting energy usage assessments and arranging to install energy conservation and weatherization solutions as part of the Energy Savings Assistance Program. This partnership has helped ECSMC establish a positive reputation as an installation and repair service provider to ELI/VLI/LI households and has helped build a large customer base within the community. ECSMC also partners with governmental entities such as San Mateo County Energy Watch, performing outreach for the residential portion of the program and performing energy audits and handles quality-control inspections. We continue collaborating with Rebuilding Together, San Mateo Energy Watch, HEAP, Solar oversight and other providers that provide similar services to provide added services for our customers. ECSMC also partners with a number of community based organizations (CBO’s) and government entities over the years, such as the Chicana Latina Foundation, San Mateo County Behavioral Health and Alcohol, Tobacco and Other Drugs program, One East Palo Alto, Free At Last, Nuestra Casa, Ecumenical Hunger Project, For Youth By Youth, San Mateo County Health Services Agency, JobTrain, Ravenswood Family Health Center, Voices of Recovery, and Second Harvest, that serve the area to increase the visibility of the PMHR program, along with our many other programs for ELI/VLI/LI residents.
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.
Last 10 years, grant funding has helped underwrite cost of PMHR program materials and labor, and a portion of the administrative costs related to program administration/management. These funds allow ECSMC to continue providing minor home repairs to residents homes who do not initially meet eligibility requirements for all energy/water conservation installments and now electrification conversion: because of required minor home repairs. Minor home repairs such as broken or moldy windows and faulty electrical work make these living environments unsuitable, especially for children or the elderly. ELI/VLI/LI households are unable to make these minor home repairs due to health conditions and/or financial reasons, and do not have the means to perform this work without assistance, resulting in a lost opportunity to receive maximum energy/water conservation services. By helping homes to become qualified for energy/ and water efficiencies, conservation, ELI/VLI/LI residents can realize necessary expense savings to help improve their quality of life. Without these funds, ECSMC would not be able to justify leveraging other limited funding and program resources to supplement the PMHR program, and would be forced to discontinue the PMHR program, resulting in a lost opportunity for ELI/VLI/LI and fixed income San Mateo County, and cities of Redwood, San Mateo and South San Francisco, residents. Added measure of Electrification conversion will addresses de-carbonation and climate change.
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.
1/26/22, 3:31 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10954&prop=125 5/9 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 0 0
Redwood City 28 9 28 9
City of San Mateo 25 7 25 7
County of San Mateo 60 20 60 20
South San Francisco 30 10 30 10
Totals 143 46 143 46
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 ELI/VLI/LI
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% 0 100%
White and not Hispanic 40,656 54.64%
White and Hispanic 23,557 31.66%
Asian 6,715 9.03%
African American 1,916 2.58%
Pacific Islander 663 0.89%
Native American 384 0.52%
Other 1,511 2.03%
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% 12 100%
White and not Hispanic 45,240 46.54% 12 100.00%
White and Hispanic 25,815 26.56% 0 0.00%
Asian 18,153 18.67% 0 0.00%
African American 2,099 2.16% 0 0.00%
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% 8 100%
White and not Hispanic 23,760 37.34% 1 12.50%
White and Hispanic 21,645 34.02% 2 25.00%
Asian 23,293 36.61% 2 25.00%
African American 1,625 2.55% 0.00%
Pacific Islander 1,111 1.75% 3 37.50%
Native American 395 0.62% 0 0.00%
Other 9,598 15.08% 0 0.00%
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:
A unique feature of the ECSMC's program is the multicultural staff. The ECSMC staff is multilingual beyond English (Spanish, Chinese, Tagalog, Tongan and Russian) and many come from households with limited income levels and live in the communities we serve as well. Which helps build a rapport with households that are often hesitant to contact non community-based providers due to cultural, linguistic barriers and document staus. In addition to privacy concerns. In South San Francisco, the percentage of households where a language other than English is spoken is 57.3%, in the County of San Mateo, 46.5%, City of San Mateo, 44.9%,and Redwood City 46,4% making PMHR’s multilingual staff a great asset in reaching a broad customer base. ECSMC attributes its success to working with all ethnic groups within the community to our organization’s use of a family centered, community based, and culturally focused model.
1/26/22, 3:31 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10954&prop=125 6/9 We continue on-going collaborative work with Rebuilding Together Peninsula, San Mateo Energy Watch, HEAP, Solar oversight and other providers that provide similar services. This leverages and/or provides added services for our customers. We will continue outreach efforts and partnering with CBO’s and government entities to increase the visibility of the PMHR program for ELI/VLI/LI
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.
PG&E has contracted ECSMC for the past 17 years. providing us with extensive experience in reaching ELI/VLI/LI and fixed income residents, conducting energy usage assessments and arranging to install energy conservation and weatherization solutions as part of the Energy Savings Assistance Program. Our Specialists have direct contact with ELI/VLI/LI residents (including in their native language) as they verify income eligibility, assess the conditions of income eligible housing units, and perform energy audits. With the PMHR program, our specialists are able to perform these minor home repairs, enabling households who otherwise wouldn’t qualify, to become eligible for the ESA Program and electrification realize energy savings.
Fundraising efforts and additional sources of revenue for this project include:
$1M contract committed through June 2022 and will be revisited for July 1, through December 2026) with PG&E/Richard Heath & Associates and Resource Innovations provide energy education, enrollment in 20% discount on energy bills and conservation solutions for 1,500 residents of San Mateo County, •$200,000 contract (committed through December, 2024) with PCE/Richard Heath & Associates for 2022 to provide electrification conversion for 200 homes.
•$80,000 contract (already committed) with Self-Help for the Elderly/CPUC to provide Outreach, Consumer Education Workshops and Dispute Resolutions and PCE outreach and education contract for 2022.
Staff List
List below key staff members who work on this program
Position Title Name of Staff
Person
Job Responsibilities Qualifications
Executive Director Ortensia Lopez
ECSMC Executive Director. Overall
management of PMHR program.
Executive Director of
ECSMC for over 25 years
and 36 years of executive
positions in non-profit
sector.
Peninsula Minor Home
Repair Program
Supervisor/National
Gas Appliance
Technician
(NGAT)/Team Leader
Lead Weatherization
Joaquin Narvaez
As supervisor, oversees the minor home
repair programsand ensures
coordination, quality assurance and
documentation activities. Performs minor
home repairs, natural gas appliance
testing, duct testing, combustible
appliance services, blower door and
weatherization services. Oversees
coordiantes electrification conversion
services for Low-Income Home Upgrade
program
9 years, lead crew member.
Graduate of Fire Fighter
academy, certified
Emergency Medical
Technician. Has General
Conractors license, OSHA -
Asbestos - Lead - Natural
Gas Appliance Technician,
Duct Testing - Combustible
Appliance Services - Blower
Door - Weatherization.
training for electrical license.
Minor Home Repair
Specialist Marco Romo
Performs minor home repairs, duct
testing, combustible appliance services,
blower door and weatherization services.
3 years weatherization,
minor home repair.
Certifications: -OSHA - Lead
- Duct Testing - Combustible
Appliance Services - Blower
Door - Weatherization.
Administrative
Assistant
Jennifer McCray
Environmental review process to San
Mateo County and entitlement cities.
Income verification review, data entry,
schedule appointments, quality
assurance checks, complete paperwork
Bachelor of Arts Degree.
Over 7 years with ECSMC.
Accountant Louie Briones
Fiscal billing and financial
reporting.payroll allocations accounts
payable, accounts receiveable, bank
reconciliations, funder reports, monthly
financial statements, budgets, audit
schedules, year tax schedules,
preparation of 1099 formsand working
with management and board as needed
basis.
ECSMC accountant for 1.5
years. Briones has
additional clientele in San
Mateo County, as well as
clients throughout the bay
area, Southern Caliornia,
New York and Washington
D.C.
Minor Home Repair
Specialist
Adrien Atencio
Performs minor home repair and
weatherization services
6 months. with ECSMC.
HVAC certificationk, home
repair experinces 5 years.
PROPOSED PROGRAM BUDGET FOR FY 2022-23
1/26/22, 3:31 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10954&prop=125 7/9 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
Accountant $36,000 10% $3,600 18% $648 12% $432 40% $1,440 20% $720 90% $3,240 Case Manager $41,600 25% $10,400 20% $2,080 10% $1,040 40% $4,160 20% $2,080 90% $9,360 Weatherization Lead $58,240 35% $20,384 23% $4,688 12% $2,446 35% $7,134 20% $4,077 90% $18,345 Weatherization
Crew
$47,840 30% $14,352 25% $3,588 10% $1,435 35% $5,023 20% $2,870 90% $12,916 Weatherization
Crew
$41,600 30% $12,480 25% $3,120 10% $1,248 35% $4,368 20% $2,496 90% $11,232 Weatherization
Crew
$41,600 30% $12,480 0% 0% 0% 0% 0% $0
Enrollment
Specialist
$1,150 96% $1,100 0% 0% 0% 0% 0% $0
Taxes/Benefits $73,861 25% $18,465 18% $3,324 12% $2,216 40% $7,386 20% $3,693 90% $16,619 Supplies
Construction
Materials
$230,000 35% $80,500 22% $17,552 8% $6,183 32% $25,489 27% $21,564 88% $70,788 Operations/Maintenance
Other Personnel
Cost
$436,593 0% 0% 0% 0% 0% 0% $0
Other Expenses $189,912 0% 0% 0% 0% 0% 0% $0
Administration 0% $0
TOTAL $1,198,396 14% $173,761 20% $35,000 9% $15,000 32% $55,000 22% $37,500 82% $142,500 Number of Individual Beneficiaries 9 7 20 10 46
Cost per Individual $3,888.89 $2,142.86 $2,750.00 $3,750.00 $3,097.83 For the City of Redwood City ONLY, answer the following:
1. Funding Criteria:
5. Economic Development: Job creation and intervention programs that create actual jobs for low income residents.
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
b. Which of the above marketing/advertising materials are available in multi-langual form and which languages are they available in?
Flyers Available in Spanish, Chinese and Pacific Islanders. c. How and where are the materials distributed?
Materials are distributed through events, website, one-on-one, community faith based events. and mailings.
3. Program Outcomes: a. Please describe the accomplishments of program goals for FY/21.
FY 20/21 we were only able to complete 23 households, with 49% elderly, 49% female head of household, and 17% disabled (San Mateo County 19, San Mateo 3, and So San Francisco due to Shelter In Place COVID19.ordinance. 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:
San Mateo County resident was first introduced to El Concilio when he was enrolled in PG&E's Energy Savings Assistance Program. He received new light fixtures, door weather stripping, gaskets for his outlets, shower heads, faucet aerators and wall repair to make his home energy efficient and enrolled in 20% discount. He was in need of an oven as well but the ESA program does not provide oven replacement so El Concilio suggested he enroll in the 1/26/22, 3:31 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10954&prop=125 8/9 San Mateo County Peninsula Minor Home Repair Program. Through this he received glass replacement on his broken windows, oven replacement, door weather stripping, gate repair and installation of new furnace registers.
He was so grateful for both of these programs because his income is so low that he would have not been able to cover the costs of these repairs
Attachments
1. Resolution
authorizing application
and designation of
signatory, by the Board of
Directors
Attach_1_El_Concilio_Bd_Resolution.pdf
1_Board_Resolution.pdf
2. Proof of 501(c)3 /
tax-exempt status
Attach_2_El_Concilio_501_c3_ltr.pdf
Att_2_ECSMC__501c3.pdf
3. By-laws
Attach_3_El_Concilio_Bylaws.pdf
Att_3_ECSMC_Bylaws.pdf
4. Articles of
Incorporation
Attach_4_El_Concilio_Articles_of_Incorp.pdf
Att__4_ECSMC_Articles_of_Incorp.pdf
5. Board roster,
including:
Name, Company,
Years on Board
Meeting dates for
previous 12 months
Number of years
allowed for each
board term
Attach_5_El_Concilio_Board_Roster.pdf
5_Board_Roster_2.pdf
5_2_Meeting_dates_2021.2.pdf
5_Board_Terms.pdf
6. Organizational chart
for entire organization
Attach__6_El_Concilio_Orgchart.fmp12
6_EC_Org__chart.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.
Attach_7_El_Concilio_FYE_6-30-15_Audit.pdf
7_1_CPA_audit_response.signed.pdf
7_2_management_letter.signed.pdf
8. The following are
required:
Current (FY21-22)
Agency Operating
Budget
Proposed (FY22-
23) Agency
Operating Budget
Attach_8_El_Concilio_Current_OP_FY_17-18__Proposed_FY_18- 19_OP__BUDGETS.xlsx
FY_21-22_Budg_1-13-2022.1.xlsx
CDBG-Proj.Budg.22-23_1-13-2022.1.xlsx
9. Mission Statement
Attach_9_Mission_Statement_El_Concilio.docx
Att_9_ECSMC_Mission_Statement.docx
10. Non-discrimination
policy for Staff and Clients
Attach_10_El_Concilio_Non-Discrimination_Policy_for_Staff_and_Clients.pdf Att_10_ECSMC_Non-Discrimination_Policy_for_Staff_and_Clients.pdf
11. Reasonable Attach_11_El_Concilio_Reasonable_Accommodations_Policy_for_Staff_and_Clients.pdf 1/26/22, 3:31 PM City Data Services - South San Francisco https://www.citydataservices.net/cities/smatca/app2022arc.pl?rpt=C10954&prop=125 9/9 Accommodations Policy
for Staff and Clients
Att_11_ECSMC_Reasonable_Accommodations_Policy_for_Staff_and_Clients.pdf
12. Conflict of Interest
Policy. (If not available,
please indicate when you
will submit)
Attach_12_El_Concilio_Conflict_of_Interest_Policy.pdf
Att_12_ECSMC_Conflict_of_Interest_Policy.pdf
13. Other - xyz
Download All Attachments
Program Manager Signature Ortensia Lopez
Date Signed 01/18/2022
Initially submitted: Jan 13, 2022 - 16:58:25
Returned to Draft 01-14-2022 by Redwood City
Reason: Can you please make sure all the sections are filled out? 13A and 3 and 3B are blank
ENDORSED •.FILEC
in the office of the Secretary of State
of the State of California
\... : , i"1 ~; . MAY :1 8 -2004
KEVIN SHELLEY
secretary of State CERTIFICATE OF AMENDMENT OF
ARTICLES OF INCORPORATION
The undersigned certify that:
1. They arepresiderit andthe secretary, respectively, of Hispanic Concilio of San Mateo County, Inc., a,;California corporation.
2. Article 1. The name ot'this corporation is Hispa'nic Concilio of San Mateo County, Inc. of the Articles of Incorporation of this corporation is amended to read as follows:
" Article 1. The name of this corporation is EI Concilio of San Mateo County; 'Inc. "'
3. Theforegoing amendment of Articles of Incorporation has been duly approved by the board of directors. '
'4. The foregoing amendment of Articles of Incorporation has been ,approved by the required vote of the members. ' ,
1 w. e further declare under penalty". of perjury th~ laws of the State of California that the matters set forth in this certificate are true and ! correct of our own knowledge. ' "
DATE: C;lll Jo~
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e;-Secretary .- - ----- ,- ---" -.
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. Har03,95 17:05 P.03
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t1It ~.orl111S c.oIPOtlATIO«.IS HISPJJCIC CONCILIOor SAMKAno .COUtn"l. DCC.
AATtCLl II •
..'nib coipotltioail • ..ocip~fit. Pubiic~efit corporatio.rnd h Qot r ot'&uiud fOt'.th4 rri.•••u I.b. of auy ~t'tOQ.lt b Ot'luh~ under .the.Cdifonia ~PC"ofit Public Je~fit Corpor,doa Lev.for Publie. turpo.u. lb. Publi~ put'po•••. fot' wtaiehthh corporat{Oft i. f~ inClucfe,'ht are act liaited to, the clCYdopeentand •• iatea.r.ae •. of -pr0cT-- Ud.• uvice.,d.dpedfor ,Jli.pwcclb~&Atqecl,.r.OCl'· ..'.' ' . . .. .. ·fbi., cortoi-'&ti~.b&U .:~. ~ni.at.ncl .•• aCb&dt.~le .r~tioa· for 'tbe purpo •• of aUilll &Del eont'ribUtiq' to'tb •• upport of aaaritable " Oraubadoa, 'orA&encic. which ~i"k toward' the. bcttetwent of the ' .... 'Ilhpcic' ~I:tit,. ill 'dle.re •• of'£duc:.ti~ •• ~a1th and lluiIatt S~r- . "'tee..' .... . .
Antcu III.:
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'TIle ••••. aod ed4r •• , in thh 'tate of the corporati01l'. iraitial alent fot, .cniee ofprcx: ••• i. i..becca Lopez, rr/s . £;~'~~,c.' Sf • .s..•..tt1+f.-o, ~if.",F.~lh~ ."'f'~~.t
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A., The pr9~rty f>f thi. corporatiOn i. irnvoc.bl;' dedicated to " ehuiuble purpO.u.od no pert of the ,oct iQ~oae er •••• t. Qf this orl.Qb~tlOQ.hdl ever iDure to the benefit of any )K).rcfMaber, 'officer,: or ~r thereof or tothc',beccfit of aay private per.oa..
II•• Onth. di.;oluti9Q orvia.dift&~p of the corporation it. aa.et.' 'teCaia,i.o,atterpa,.aeDt of, or provi.ioi\. for pa~Dt of, aU debt. and H&biUtiu of chi., corporatiOc', .ball be ,diatril1utK toa aon- ' 'proUt f\lQ4~ tOuadatioo,:orcoqOtatio"u which it or&acbtd ac4' opera-' te4 uelulivdyfor .Wlar. public: pgr'po'e' and. vbi~ ha. e.tablhbed ',&lid aaiauine4 ita tax excapt'tt.tll' vnder S«tiQ1i S4:>1(c) (3) of tb4 'IDterA&l.~veaue Code.' " ,
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,ni.cortorad;Oo i~ orcanued ueludnty f<n <:h.dUbie' pUqOae. within tbeaeaniD.C of' k~doo SOl'cc) (3)' o,t the IDtent&l~ev.QUe ~e.
J~~tvith.tu4iD.&'.ot other provhiOtt. of th~.~ Article., thia corporation abaUllotc,a"Try ,emaa.1oth.r.~tiYitle:.Qot~r.itted 'to be carried on , ,(H.by • eOrPot.tiOCl'C~eapt .ff'Oll Fedenl laeo.c tUwdcr Sec:ticm SOl' , (e): (3)oftbe'tilt~z:'1l&l lenauc Co4., or' UU by •. c:ot'piOradon, CO<lu'i- , ·bution. ,to Wttidl, an cI"",ctiblcuMcr Sectioa 170 (c) (2) of the lItte~l' ~,' Co4e.
11-14v. oftha COrpondoa. •• , H adopt" by' the 4Irector.,.t an,. recuhr _etiq or 'au)' .,..cial' ••etb& calle4 for .uell purpo"ee, to lonC•• ,Uter anaot i~OQd,.uat with 'the provhioa. of theeeMticlu. -,: -::? " ,
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, , • Incorpotltor
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, laeorporator
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Mar 03,95 17:06 P.OS
•
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DE_CLUA'tION "__
Vedee1ar. thu ware tb~pu.on. lIbo exeeuttdthefot'c~oiq Ar-tie1el _ of- Illcorporaticm for HISPAJ(lC COIfCILtO Of' SAN MAttO COUKn ,UC •• -.and tbat.uclt in.trv~nt b our .efJn~ deed~- "
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P.ae 3
.-
BUDGET
FY 2021-22
Income
Program Revenue $ 270,500
Government Grants 562,422
Foundation Grants 278,000
Corporate Grants 20,000
Donations -
CY Pres Award
Administrative Fee
Interest & Dividends Income -
Total Income 1,130,922
Expense
Salaries 494,745
Vacation Expense 32,687
Fringe Benefits 148,424
Grant Writer 2,175
Accounting 36,000
Audit 11,000
Fiscal Sponsorships 22,500
Fiscal Sponsorship Admin Fee 2,500
Outside Services 18,686
Rent 11,320
Equipment Rental 10,460
Utilities 2,860
Phones 11,000
Printing 5,500
Travel 15,000
Staff Training And Development 3,001
Other Staff Expense 5,000
Supplies 10,800
Weatherzation-& MHR 200,000
Property Taxes 12,700
Building Security 675
Repairs And Maintenance-Bldg 6,580
Repairs & Maintenance-Vehicle 3,030
Bank Fees 170
Interest Expense 16,700
Finance And Late Fees 1,510
Miscellaneous 1,500
Fees 2,950
Liability Insurance 15,200
Business Mtgs/Public Relations 360
Legal Fees 79
Registration Fees 3,520
Depreciation Expense 10,006
Total Expense 1,118,638
SURPLUS (DEFICIT) $ 12,284
EL CONCILIO OF SAN MATEO COUNTY
BUDGET Fiscal Year 21-22
FY_21-22_Budg_1-13-2022.14. Budget-FY21-22 Page 1 of 1
EL CONCILIO OF SAN MATEO COUNTY
PROJECTED BUDGET
Fiscal YEAR 2022 - 2023
Projected Budget
FY 22-23
Income
Program Revenue $ 590,000
Government Grants 334,250
Foundation Grants 112,500
Corporate Grants
Donations 162,750
CY Pres Award
Administrative Fee
Interest & Dividends Income
Total Income 1,199,500
Expense
Salaries 581,027
Fringe Benefits 161,459
Accounting 36,000
Audit 12,500
Fiscal Sponsorship Admin Fee 700
Outside Services 26,535
Rent 18,435
Equipment Rental 10,500
Utilities 3,500
Phones 13,000
Printing 10,000
Travel 15,000
Staff Training And Development 3,000
Other Staff Expense 5,000
Supplies 11,000
Weatherzation-& MHR 230,000
Property Taxes 12,700
Building Security 1,000
Repairs And Maintenance-Bldg 6,580
Repairs & Maintenance-Vehicle 3,030
Bank Fees 170
Finance And Late Fees 1,510
Miscellaneous 1,500
Fees 2,950
Liability Insurance 15,200
Business Mtgs/Public Relations 500
Legal Fees 2,000
Registration Fees 3,600
Depreciation Expense 10,000
Net Ordinary Income 1,198,396
SURPLUS (DEFICIT) $ 1,104
CDBG-Proj.Budg.22-23_1-13-2022.1Submitted.Proj.Budget-FY22-23 Page 1 of 1
EL CONCILIO OF SAN MATEO COUNTY
3180 MIDDLEFIELD ROAD
REDWOOD CITY , CA 94063
(650) 373 - 1080
El Concilio of San Mateo County
Mission Statement
El Concilio of San Mateo County (ECSMC) is a 501 (c)(3) community organization committed to increasing education, employment and access to quality of life services for underserved communities of San Mateo County.
Attachment 10
El Concilio Of San Mateo County
Non-Discrimation Policy for Staff and Clients
It is the declared hire policy of ECSMC that employment shall be based on merit and qualifications, free of personal and political consideration and in no way will be discriminatory because of race, ethnicity, language, sex, sexual orientation, marital status, creed, age, national origin or ancestry, physical or mental disability or political affiliation.
It is the declared policy of ECSMC that services shall be free of personal and political consideration and in no way will be discriminatory because of race, ethnicity, language, sex, sexual orientation, marital status, creed, age, national origin or ancestry, physical or mental disability or political affiliation. (Adopted 10/2004)
Attachment 11
Reasonable Accommodations Policy for Staff and Clients
It is the declared policy of El Concilio of San Mateo County to make reasonable accommodation to the known physical or
mentallirnitations of an otherwise qualified employee, applicant, or client who has a qualifying disability. Qualified employees, prospective employees, or clients with disabilities may request a reasonable accommodation in order to perform essential
functions of their job, gain access to the hiring process, or use and benefit from its programs and services, provided the change does not pose an undue fmancial or administrative burden to El Concilio of San Mateo County or result in a fundamental alteration of its programs, services, or operations.
A qualifying disability is a physical or mental disability or medical condition that limits one or more major life activities.
Attachment 12
El Concilio of San Mateo County Conflict of Interest Policy The Board of Directors of El Concilio of San Mateo County has adopted the following policy designed to avoid any possible conflict between the personal interests of Board members or staff and the interests of the organization.
The purpose of this policy is to ensure that decisions about EI Concilio of San Mateo County operations and the use or disposition of EI Concilio of San Mateo County assets are made solely in terms of the benefits to EI Concilio of San Mateo County and are not influenced by any private profit or other personal benefit to the individuals affiliated with the organization who take part in the decision. In addition to actual conflicts of interest, board members and staff are also obliged to avoid actions that could be perceived or interpreted in conflict with EI Concilio of San Mateo County's interest.
Conflicts of interest may occur when EI Concillo of San Mateo County enters into transactions with not-for-profit organizations as well as those that are undertaken with profit-making entities. The best way to deal with this problem is to make known one's connection with organizations doing business with EI Concilio of San Mateo County and to refrain from participation in decisions affecting transactions between EI Concilio of San Mateo County and the other organization. Such relationships do not necessarily restrict transactions so long as the relationship is clearly divulged and non-involved individuals affiliated with EI Concilio of San Mateo County make any necessary decisions.
Directors. Any member of the Board of Directors who may be involved in a EI Concilio of San Mateo County business transaction in which there is a possible conflict of interest shall promptly notify the Chairman of the Board. The Trustee shall refrain from voting on any such transaction, participating in deliberations concerning it, or using personal influence in any way in the matter. The Trustee's presence may not be counted in determining the quorum for any vote with respect to a EI Concilio of San Mateo County business transaction in which he or she has a possible conflict of interest. Furthermore, the Trustee, or the Chairman in the Director's absence, shall disclose a potential conflict of interest to the other members of the Board before any vote on a EI Concilio of San Mateo County business transaction and such disclosure shall be recorded in the Board minutes of the meeting at which it is made. Any EI Concilio of San Mateo County business transaction which involves a potential conflict of interest with a member of the Board of Directors shall have terms which are at least as fair and reasonable to EI Concilio of San Mateo County as those which would otherwise be available to EI Concilio of San Mateo County if it were dealing with an unrelated party.
Staff. Any staff member who may be involved in a EI Concilio of San Mateo County business transaction in which there is a possible conflict of interest shall promptly report the possible conflict to the Executive Director. If the possible conflict involves the Executive Director, the possible conflict shall then be reported to the Chairman of the Board.
The Executive Director or, where applicable, Chairman, after receiving information about a possible conflict of interest, shall take such action as is necessary to assure that the transaction 1 is completed in the best interest of El Concilio of San Mateo County without the substantive involvement of the person who has the possible conflict of interest. (This does not mean that the purchase or other transaction must necessarily be diverted, but simply that persons other than the one with the possible conflict shall make the judgments involved and shall control the transaction. )
Each board member and senior staff member shall complete the attached questionnaire on an annual basis.
A written record of any report of possible conflict and of any adjustments made to avoid possible conflicts of interest shall be kept by the Executive Director or, where applicable, Chairman.
Definitions.
"Involved in an EI Concilio of San Mateo County business transaction" means initiating, making the principal recommendation for, or approving a purchase or contract; recommending or selecting a vendor or contractor; drafting or negotiating the terms of such a transaction; or authorizing or making payments from EI Concilio of San Mateo County accounts. That language is intended to include not only transactions for EI Concilio of San Mateo County's procurement of goods and services, but also for the disposition of EI Concilio of San Mateo County property, and the provision of services or space by EI Concilio of San Mateo County.
A "possible conflict of interest" is deemed to exist where the Director, or staff member, or a close relative, or a member of that person's household, is an officer, director, employee, proprietary, partner, or trustee of, or, when aggregated with close relatives and members of that person's household, holds 1% or more of the issued stock in the organization seeking to do business with EI Concilio of San Mateo County. A possible conflict is also considered to exist where such a person is (or expects to be) retained as a paid consultant or contractor by an organization which seeks to do business with EI Concilio of San Mateo County, and whenever a transaction will entail a payment of money or anything else of value to the official, member, to a close relative, or to a member of that person's household.
A "possible conflict of interest" exists when an individual affiliated with EI Concilio of San Mateo County has an interest in an organization which is in competition with a firm seeking to do business with EI Concilio of San Mateo County if the individual's position gives him or her access to proprietary or other privileged information which could benefit the firm in which he or she has an interest.
A "possible conflict of interest" exists when an individual affiliated with EI Concilio of San Mateo County is a trustee, director, officer or employee of a not-for-profit organization which is seeking to do business with or have a significant connection with EI Concilio of San Mateo County or is engaged in activities which could be said in a business context to be "in competition with" the programs of El Concilio of San Mateo County.
This policy statement shall be made available to each trustee and each person appointed to a El 2 Concilio of San Mateo County position which regularly involves initiation, review, or approval of significant EI Concilio of San Mateo County contracts or other commitments. Such people will be asked to sign the attached acknowledgment concerning reporting of potential conflicts of interest.
I have read and understand EI Concilio of San Mateo County's policy on Potential Conflicts of Interest. I agree to report promptly any such interest which arises in my conduct of EI Concilio of San Mateo County business and, in other respects, to comply with the policy and its procedures.
Print full name Date
Signature
3