Vista City Council
September 26, 2023

ACTION:
____________________________
Clerk/Secretary
Department: City Manager Office Item No: C09
Prepared by:

Angie Baggett, Management Analyst-Grant
Writer Meeting Date: September 26, 2023
Approved by:

Imelda Huerta, Assistant to the City Manager
John Conley, City Manager Agenda Location: Consent Calendar SUBJECT: APPLICATION TO THE AARP NETWORK OF AGE-FRIENDLY STATES AND

COMMUNITIES AND APPLICATION FOR THE CALIFORNIA DEPARTMENT OF AGING,

LOCAL AGING & DISABILITY ACTION PLANNING GRANT
RECOMMENDATION:

1.Adopt City Council Resolution 2023- , approving the submittal of an application to include a Letter of Commitment signed by the Mayor to become part of the AARP Network of Age-Friendly States and Communities.

2. Adopt City Council Resolution 2023- , approving the California Department of Aging, Local Aging & Disability Action Planning Grant application submittal.

CORRELATION TO CITY COUNCIL GOALS: Fiscal Responsibility, and Parks & Recreation.

PRIOR ACTION: On August 8, 2023, City Council discussed the preparation of an Age Friendly Action Plan and directed staff to submit a letter to AARP and the San Diego Foundation to support the development of an action plan for Vista (Vote 5-0).

STATEMENT ON THE SUBJECT: The World Health Organization (WHO) has developed a Global Network of Age-Friendly Cities and Communities to encourage and promote public policies that support healthy aging and thereby improve the health, well-being, satisfaction, and quality of life for older Americans. AARP engages with elected officials, partner organizations and local leaders to guide communities through the age-friendly network’s assessment, planning, implementation, and evaluation processes. The program’s framework equips local leaders and residents with resources for assessing the needs of older adults related to housing and transportation options, access to key services, and opportunities to participate in community activities.

The first step in creating an Age Friendly Action plan for the community is to submit an application to include a Letter of Commitment from the City’s highest elected official to the AARP Network of Age- Friendly States and Communities. Once enrolled in the AARP network, a community has up to two years to complete a community assessment and develop a community action plan.

The Budget Act of 2022 allocated $4.5 million one-time General Fund dollars over three years (fiscal years 2022-25) to the California Department of Aging (CDA) to support the Local Aging & Disability Action AGENDA
REPORT

CITY COUNCIL

COMMUNITY DEVELOPMENT COMMISSION

SUCCESSOR AGENCY

BUENA SANITATION DISTRICT

JOINT POWERS FINANCING AUTHORITY
Approved above recommendation, approved the following: 1) City Council Resolution No. 2023-168.

Vote: 5-0; 2) City Council Resolution No. 2023-169. Vote: 5-0.

MEETING DATE: September 26, 2023 PAGE 2
SUBJECT: APPLICATION TOTHE AARP NETWORK OF AGE-FRIENDLY STATES AND

COMMUNITIES AND APPLICATION FOR THE CALIFORNIA DEPARTMENT OF AGING,

LOCAL AGING & DISABILITY ACTION PLANNING GRANT
Planning (LADAP) Grant Program and enable communities across California to plan and develop their own local age- and disability-friendly plans.

CDA seeks applications for the LADAP Grant Program from California entities including local government organizations to assess, plan, and develop local plans that address the needs of older adults, people with disabilities, and caregivers. The local age- and disability-friendly plans developed through this opportunity are aimed at improving a community’s livability for people of all ages centered on equity, cultural competency, community engagement, and disability inclusion principles and practices. The grant application deadline is October 2, 2023.

FISCAL IMPACT: The is no direct fiscal impact with the associated with the staff recommendation. A future agenda report will be brought back to City Council for appropriation of awarded funds, if the grant application is successful.

EXHIBITS:

1.City Council Resolution 2023- , approving the submittal of an application to include a Letter of Commitment signed by the Mayor to become part of the AARP Network of Age-Friendly States and Communities

2. City Council Resolution 2023- , approving the California Department of Aging, Local Aging & Disability Action Planning Grant application submittal

3.Letter of Commitment

4.An Introduction to the AARP Network of Age Friendly states and Communities

5.CDA LADAP Grant Program Request for applications
09/26/2023 C09 2 of 40

00029213 7
RESOLUTION NO. 2023-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, APPROVING THE SUBMITTAL OF AN APPLICATION

TO INCLUDE A LETTER OF COMMITMENT SIGNED BY THE MAYOR TO

BECOME PART OF THE AARP NETWORK OF AGE FRIENDLY STATES AND

COMMUNITIES
The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A.The World Health Organization (WHO) has developed a Global Network of Age- Friendly Cities and Communities to encourage and promote public policies to increase the number of cities and communities that support healthy aging and thereby improve the health, well-being, satisfaction, and quality of life for older Americans B. AARP engages with elected officials, partner organizations and local leaders to guide communities through the age-friendly network’s assessment, planning, implementation, and evaluation processes. The program’s framework equips local leaders and residents with resources for assessing the needs of older adults related to housing and transportation options, access to key services, and opportunities to participate in community activities.

C.. The City of Vista supports initiatives and opportunities to engage in the AARP/WHO Age-Friendly Cities and Communities Network with the goal of developing an Age Friendly Action Plan for the city.

D. C. The first step in creating an Age Friendly Action plan for the city is to submit an application to include a Letter of Commitment from the city’s highest elected official to the AARP Network of Age Friendly States and Communities.

2. Action.

A.The City Council authorizes the City Manager, or the City Manager’s designate, to submit of an application and all related materials to include a signed Letter of Commitment from the Mayor to the AARP Network of Age Friendly States and Communities. 09/26/2023 C09 3 of 40
EXHIBIT 1

RESOLUTION NO. 2023-

CITY COUNCIL OF THE CHARTERED CITY OF VISTA
PAGE 2
00029213 7EXH1 Resolution Approving Application to AARP Network of Age Frien.docx

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on September 26, 2023, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20230912114341
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
09/26/2023 C09 4 of 40

00029213 7
RESOLUTION NO. 2023-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, APPROVING THE CALIFORNIA DEPARTMENT OF

AGING, LOCAL AGING & DISABILTY PLANNING GRANT APPLICATION

SUBMITTAL
The City Council of the City of Vista does resolve as follows:

1. Findings. The City Council hereby finds and declares the following:

A.The Budget Act of 2022 allocated $4.5 million one-time General Fund dollars over three years (fiscal years 2022-25) to the California Department of Aging (CDA) to support the Local Aging & Disability Action Planning (LADAP) Grant Program and enable communities across California to plan and develop their own local age- and disability-friendly plans.

B.CDA seeks applications for the LADAP Grant Program from California entities including local government organizations to assess, plan, and develop local plans that address the needs of older adults, people with disabilities, and caregivers.

C. The City of Vista supports the development of an Age Friendly Action plan for the city.

2. Action.

A.The City Council authorizes the City Manager, or the City Manager’s designate, to file an application and all related materials on behalf of the City of Vista for the California Department of Aging (CDA) to support the Local Aging & Disability Action Planning (LADAP) Grant Program and to approve and execute, on behalf of the City of Vista, all agreements and related documents necessary and proper for the grant.
09/26/2023 C09 5 of 40
EXHIBIT 2

RESOLUTION NO. 2023-

CITY COUNCIL OF THE CHARTERED CITY OF VISTA
PAGE 2
00029213 7EXH 2 Resolution Approving Application for CDA LADAP Grant.docx

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on September 26, 2023, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20230912123043
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
09/26/2023 C09 6 of 40

09/26/2023 C09 7 of 40
EXHIBIT 3

America’s Population
Is Rapidly Aging
According to the U.S. Census Bureau, by 2034
the nation will have more people age 65 or older
than under 18. By 2060, nearly 1 in 4 people in
the United States will be at least 65 years old.

This demographic shift presents an opportunity
for communities that are prepared. Well-
designed, age-friendly communities foster
economic growth and make for happier,
healthier residents of all ages.

The AARP Network of Age-Friendly States
and Communities supports the work of local,
regional and state governments as they prepare
for the nation’s changing demographics.

Established in 2012, the network includes
towns, cities, counties and states that have
made a commitment to being more livable for
people of all ages, and especially older adults.

The program’s framework equips local leaders
and residents with resources for assessing the
needs of older adults related to housing and
transportation options, access to key services,
and opportunities to participate in community
activities. Once identified, those needs can be
incorporated into an action plan.

AARP Network of Age-Friendly States and Communities
An age-friendly community is livable for people of all ages Membership in the network:
•Serves as an organizing structure for making
community improvements
•Fosters partnerships among community
groups and local stakeholders
•Provides resources for identifying and
assessing community needs
•Enables community improvements that
benefit people of all ages
Membership provides local leaders with:
•Access to expert-led webinars and technical
assistance from livability professionals
•Connections to a national network of more
than 700 enrolled communities
•A private group forum for discussions, asking
questions and finding answers
•Support, guidance and best-practice
resources from AARP about creating an
action plan and documenting progress
Membership in the AARP Network of Age-Friendly
States and Communities is free!
Membership matters:
•68% of communities successfully advanced
policy changes
•86% of communities overcame barriers
•More than 100 million people in the United
States live in a community that is committed
to being age-friendly.Age-Friendly Communities
Are Livable for
People of All Ages
aarp.org/livable
D
DEMOGRAPHIC DATA: “Demographic Turning Points for the United States: Population Projections for 2020 to 2060,” Current Population Reports, P25-1144, U.S. Census Bureau, Washington, D.C., 2020 AARP NETWORK OF AGE-FRIENDLY STATES AND COMMUNITIES DATA: 2022 Member List and Survey 09/26/2023 C09 8 of 40
EXHIBIT 4

The 8 Domains of Livability is the framework used
by states and communities enrolled in the network
to organize and prioritize their work. The availability and quality of these community features impact the
well-being of older adults and people of all ages.

The Age-Friendly Program Process
ENROLLMENT YEAR 1 YEAR 2 YEAR 5YEARS 3 – 5
•Website:AARP.org/AgeFriendly or
AARP.org/Livable
•Email:[email protected]
•Facebook:/A ARPLivableCommunities
•Twitter:@AARPLivable
•Free Newsletter:AARP.org/LivableSubscribe
•Locate Your AARP State Office:

AARP.org/States or call 1-888-687-2277
Enrolling in the Network
Communities enroll individually or as part of a region. A governor can choose to enroll an entire state. All towns, villages, townships, boroughs, cities, counties and states seeking to enroll in the AARP Network of Age-Friendly States and Communities are required to submit a membership application. The community must also provide a letter of commitment signed by the jurisdiction’s highest elected official (e.g., a governor, mayor, county executive) or a legislative body can pass and provide a resolution in support of membership.

Learn more and find the membership application via AARP.org/AgeFriendly.

The Program Steps
Members of the AARP Network of Age-Friendly States
and Communities commit to an assessment process
and cycle of continuous improvement, the steps of
which typically require the member community to:

1.Establish a way to include older residents in all
stages of the age-friendly process

2.Conduct a community needs assessment
(AARP provides survey examples and access to an
online tool)

3.Develop an action and evaluation plan based on the
assessment results and submit to AARP for review

4.Implement the plan and work toward its goals

5.Assess the impact of implementing the plan and
submit progress reports

6.Share solutions, successes and best practices
across the age-friendly network

7.Repeat!

LEARN MORE, GET IN TOUCH

OR SCAN THIS CODE
Join the network
Conduct a community
needs assessment
Implement the
action plan, and
track progress
Develop an action plan
Evaluate the impact of the work,
and create a progress report
Continue assessing community
needs, setting goals, implementing
plans and evaluating progress
D19860

B U I L T E N V I R O N M E NT

OUTDOOR SPACES
AND

BUILDINGS

TRANSPORTATIONHOUSING
HEALTH

SERVICES AND

COMMUNITY

SUPPORTS

RESPECT
AND

SOCIAL INCLUSION

SO C I A L E N V I R O N M E N T

COMMUNICATION
AND

INFORMATION
SOCIAL

PARTICIPATION
CIVIC

PARTICIPATION
AND

EMPLOYMENT
THE
8 DOMAINS OF

LIVABILITY
09/26/2023 C09 9 of 40

California Department of Aging
Local Aging & Disability Action
Planning Grant Program
Master Plan for Aging: Request for Applications – Round 2 California Department of Aging (CDA)
Division of Policy, Research, and Equity (DPRE)
Released: Tuesday, August 29, 2023
Applications Due: Monday, October 2, 2023 at 5:00 p.m. (PT) Grant Program Webpage
Questions? [email protected]
09/26/2023 C09 10 of 40
EXHIBIT 5

Table of Contents
Part One: Funding Opportunity Description ........................................................................ 2 A. Introduction ..................................................................................................................................... 2 B. Background ...................................................................................................................................... 4 C. Purpose ............................................................................................................................................ 5 D: Eligibility Criteria ............................................................................................................................. 5 E: Funding Guidelines and Scope of Work/Objectives ....................................................................... 7 F: Tentative RFA Time Schedule ........................................................................................................ 10 H. Applicant Questions and Reporting RFA Errors ........................................................................... 11 Part Two: Required Application Components .................................................................... 12 A: Application Checklist ..................................................................................................................... 12 B: Applicant’s Information ................................................................................................................. 13 C: Project Overview and Narrative .................................................................................................... 14 D: Work Plan: Template – Attachment D .......................................................................................... 16 E: Budget Detail Workbook: Template – Attachment E ................................................................... 16 F: Budget Narrative: Template – Attachment F ................................................................................ 18 G: Other Required Documents and Information .............................................................................. 19 Part Three: Instructions .................................................................................................... 20 A: General Application Instructions .................................................................................................. 20 B: Format Requirements .................................................................................................................... 20 C: Submission of Application ............................................................................................................. 20 Part Four: Application Review & Award Administration .................................................... 21 A: Review Process .............................................................................................................................. 21 B: Grant Award Administration ......................................................................................................... 28 C: Grant Term ..................................................................................................................................... 28 D: Grant Reporting and Monitoring Progress ................................................................................... 28 Attachments: .................................................................................................................... 30 Attachment A: Guidance on Procuring Goods and Services ............................................................ 30 Attachment B: Application Checklist ................................................................................................. 30 Attachment C: Applicant Information Form ..................................................................................... 30 Attachment D: Work Plan Template ................................................................................................. 30 Attachment E: Budget Detail Workbook Template .......................................................................... 30 Attachment F: Budget Narrative Template ....................................................................................... 30 09/26/2023 C09 11 of 40

Attachment G: Government Agency Taxpayer ID Form (for governmental agencies applying) .... 30 Attachment H: Payee Data Record (STD 204) (for non-governmental agencies applying) ............. 30

Part One: Funding Opportunity Description
A. Introduction
The vision of the California Department of Aging (CDA) is “an age and ability friendly California where we choose where and how we live throughout our lives.” With a mission to “transform aging for individuals, families, and communities by leading innovative programs, planning, policies, and partnerships that increase choices, equity, and well-being for all Californians as we age,” CDA administers programs that serve older adults, people with disabilities, and professional and family caregivers throughout the State. The department leads Master Plan for Aging (MPA) initiatives on behalf of the California Health and Human Services Agency (CalHHS) and across government.

CDA is pleased to release Round 2 of the Local Aging & Disability Action Planning (LADAP) Grant Program – Request for Applications (RFA). This planning and capacity-building grant program seeks to support communities in planning for and addressing the needs of California’s older adults, people with disabilities, and professional and family caregivers of today and tomorrow.

CDA seeks applications from California entities including local government and/or non-governmental organizations, community-based non-profit organizations, and/or tribal organizations, to assess, plan, and develop local plans that address the needs of older adults, people with disabilities, and caregivers.

The local age- and disability-friendly plans developed through this opportunity are aimed at improving a community’s livability for people of all ages centered on equity, cultural competency, community engagement, and disability inclusion principles and practices.

Grant Program Goals: Grant recipients will develop local age- and disability-friendly plans that will:
• Improve community livability for people of all ages and abilities centered on equity, cultural competency, community engagement, and disability inclusion principles and practices. • Combat racism, ageism, ableism, and biases in aging and disability systems of care. • Address health and other inequities that can become cumulative with age. • Elevate the strengths and voices of community members who are aging and/or living with a disability.
• Communicate a clear vision and strategic priorities for building and sustaining an age- and disability-friendly community.
• Strengthen the collective capacity of the community to address the current, emerging, and future aging and disability-related needs through cross-sector collaboration, defined as the intentional collaboration between two or more sectors to accomplish community goals and achieve community-level outcomes.
• Transform the infrastructure and coordination of services and supports serving older adults, people with disabilities, and professional and family caregivers across sectors. • Guide government and non-government programs, services, policy, and funding. 09/26/2023 C09 12 of 40

• Build, enhance, and facilitate shared leadership, partnerships, and collaborations with diverse agencies, groups, and stakeholders to identify and act on shared values, mutual goals, and opportunities.

The goals of the LADAP Grant Program align with California’s Master Plan for Aging (MPA), CDA’s Strategic Plan, Governor Newsom’s Executive Order (EO) on equity (EO N-16-22), and the guiding principles and strategic priorities of CalHHS.

The LADAP Grant Program is a planning and capacity-building grant program focused on supporting communities and populations that have been historically under-resourced and under-served, including, but not limited to:
• Rural and frontier communities
• Tribal communities
• American Indian or Alaska Native; Black; Asian; Native Hawaiian; and Pacific Islander persons/communities/populations
• People with disabilities (e.g., mobility/physical, cognition, hearing, vision, limitations in self-care and independent living, and participation restrictions) • People living with Alzheimer’s disease and other dementias. • Lesbian, Gay, Bisexual, Transgender, and Queer (LGBTQ+) persons/communities/populations • Veterans
• Professional and family caregivers
• Persons/communities/populations of lower incomes
• Persons/communities/populations of immigrant and/or refugee status

The Budget Act of 2022 allocated $4.5 million one-time General Fund dollars over three years (fiscal years 2022-25) to CDA to support this grant program and enable communities across California to plan and develop their own local age- and disability-friendly plans. Grant program awardees are determined through a competitive RFA process administered by CDA.

Under Round 1 of the LADAP grant program RFA, CDA awarded nearly $3 million to 15 communities to plan and develop local age- and disability-friendly action plans. A listing of the awarded organizations under Round 1 is available on the LADAP grant program webpage.

With the remaining LADAP funding available, CDA is releasing the LADAP Grant Program RFA – Round

2. Under Round 2 of the LADAP grant program, CDA anticipates awarding grants to an additional 5-15 communities with funding. Applicants may request between $75,000 (minimum) and $200,000 (maximum) for the full project period of the grant program.

• Round 2 LADAP Grant Program Project Period (anticipated): 01/05/2023 – 3/31/2025 (15-month project period)
09/26/2023 C09 13 of 40

B. Background
All Californians should have the opportunity to age with dignity in the setting of choice, regardless of age, disability, race, ethnicity, immigration status, religion/faith, income, geography, sexual orientation, gender identity, language, or family status.

CDA’s programs, planning, and partnerships aim to:
• Expand culturally relevant and accessible services to older adults, people with disabilities, caregivers, and families.
• Address health and other inequities that can become cumulative with age. • Combat racism, ageism, ableism, and biases in aging and disability systems of care.

Resources: CDA Equity in Aging Resource Center and MPA Equity Work Group: Equity Tool

By 2030, 10.8 million Californians will be age 60 or over, representing one quarter of the state’s population. This growth rate is larger than any other age group. Older adults have many essential roles in California’s communities: workers, business owners, volunteers, community leaders, mentors, lifelong learners, neighbors, friends, family members, and more. Each of these roles can provide a vital sense of purpose at any age. However, over two million Californians aged 60 and over are economically insecure, struggling to afford the rising costs of housing, health, and care . Almost 30% of older Californians are considered poor or near poor, and significant economic disparities exist and older Californians are the fastest growing age group experiencing homelessness .

To meet the needs of the growing population of older adults and people with disabilities, as well as ensure that California harnesses their contributions and value, Governor Newsom issued an Executive Order (EO) in June 2019 calling for the creation of an MPA for the state (EO N-14-19). The EO affirmed the priority of the health and well-being of older Californians and the need for policies that promote healthy aging and called for a “blueprint” for state government, local government, the private sector, and philanthropy to prepare the state for the coming demographic changes and to continue California’s leadership in aging, disability, and equity.

California released its MPA in January 2021, outlining five bold goals and twenty-three strategies to build a California for All Ages & Abilities by 2030. California utilizes a Data Dashboard for Aging, a MPA Implementation Tracker, and shares progress updates to track and measure advancements made toward the MPA’s five goals listed below:

1. Goal 1: Housing for All Stages and Ages

2. Goal 2: Health Reimaged

3. Goal 3: Inclusion & Equity, Not Isolation

4. Goal 4: Caregiving that Works

5. Goal 5: Affording Aging

Additionally, in June 2021, California became the 8th state to join the AARP Network of Age-Friendly States and Communities. As Californians, we can create communities where people of all ages and 09/26/2023 C09 14 of 40

abilities are engaged, valued, and afforded equitable opportunities to thrive as we age, how and where we choose.

C. Purpose
The purpose of the RFA is to support California communities strengthen their capacity and efforts to assess, plan, and develop a local age- and disability-friendly plan (defined as Local Plan for the remainder of the RFA document) through the following activities and strategies:
• Building public and private, cross-sector and multi-organizational partnerships, collaborations, and commitments.
• Facilitating community engagement opportunities for community members of all ages and abilities (individuals, groups, organizations, providers, and networks). • Building intergenerational and cross-sector community and organizational awareness, support, and capacity to serve and support aging and disability community members, residents, and their families.
• Informing, educating, and engaging with local leaders and decision-makers (e.g., county and city elected officials).
• Embedding equity, cultural competency, and disability inclusion principles and practices into the planning and development of a Local Plan that addresses the social drivers of health (i.e., conditions in which people are born, grow, live, work and age that shape a wide range of health and health outcomes), which may include, but not limited to, the following:
• Accessible Housing and Homelessness
• Transportation
• Public Health
• Health Care Quality and Access
• Direct Care Workforce
• Friends and Family Caregiving Support
• Social Engagement, Inclusion, and Community Safety (e.g., digital inclusion, intergenerational engagement, and social supports)
• Behavioral Health
• Services Navigation (including Home & Community-Based Services) • Financial Security/Poverty Reduction (including Food Security) • Legal and Criminal Justice Support
• Establishing a commitment to a cycle of continuous improvement involving a sequence of planning, implementing, evaluating, and improving the community’s local age- and disability- friendly plan.

D: Eligibility Criteria
CDA will award funding, on a competitive basis, to California-based agencies and organizations that represent and serve a defined geographic community (defined as Applicant(s) for the remainder of the RFA document). Eligible Applicants include:
• Local government agencies
• Non-government organizations
09/26/2023 C09 15 of 40

• Tribal organizations
• Community-based non-profits and established coalitions that are classified as 501(c)(3) tax exempt under the Internal Revenue Services (IRS) Code.

Under the RFA, community is defined as a geographical location, such as a city, a group of cities, a county, a group of counties, or Tribal land(s). Applicants may submit proposals as a single organization or on behalf of a consortium of organizations. Community, for the purposes of this RFA, is not defined as a specific population group.

The LADAP grant program is not intended to revise or update an existing local age -friendly plan. This is a planning and capacity-building grant program intended to support communities that do not already have a local age- and disability-friendly plan.

Additional Applicant Eligibility Guidelines:

Yes, is eligible to apply for a LADAP grant:

1. An Applicant that represents a community that is in the initial planning stages of creating a local age-friendly plan (i.e., building partnerships with the community and cross-sector organizations, engaging local leaders, and reviewing existing models), but does not have a local age-friendly plan.

2. An Applicant that represents a community that has conducted recent community assessments but does not have a local age-friendly plan. These Applicants must clearly describe the data collection activities that took place and findings in their application. If awarded, Applicants in this stage may be required to conduct additional assessment activities to align with the grant’s requirements.

3. An Applicant that represents a community that is already a member of AARP Network of Age Friendly States and Communities, but does not have a local age- friendly plan.

4. An Applicant that represents a city or community that resides within a County that has an existing local age-friendly plan.

No, is not eligible to apply for a LADAP grant:

1. An Applicant that represents a community that has already developed a local age- friendly plan.

2. An Applicant that represents a community that is already a member of AARP Network of Age Friendly States and Communities and has developed a local age- friendly plan.

3. An Applicant that represents a community that was already awarded LADAP grant program funding in Round 1. A listing of Round 1 LADAP awardees and the communities they serve are available on the LADAP grant program webpage.

Organizations are encouraged to partner with their community’s awarded LADAP grantee to plan and develop a local plan.

09/26/2023 C09 16 of 40

The Applicant must:

A. Operate within the community they are authorized to serve.

B. Exhibit the organizational readiness, commitment, and experience to complete the activities identified in the Applicant’s project narrative, work plan, and scope of work (SOW) that adhere to the RFA’s requirements.

C. Display diverse partnerships with aging and disability service providers and professionals to plan and develop a community-informed Local Plan.

D. Demonstrate a commitment to diversity, equity, inclusion, and accessibility principles and practices.

E. Have the capacity to adhere to the contractual, fiscal, and program reporting requirements of the RFA and CDA.

If an Applicant cannot demonstrate all the above, Applicants are encouraged to partner with organizations in developing a collaborative proposal that meets th e RFA requirements.

Non-governmental Applicants and Businesses must be in good standing and qualified to conduct business in California as verified by the Secretary of State’s website: http:// www.sos.ca.gov/ . A copy of the Applicant’s certification verifying a “good standing” must be included in the RFA proposal.

E: Funding Guidelines and Scope of Work/Objectives
To support the community-wide activities and strategies describes above, grant funds allocated through this opportunity are intended to support a community’s cost in planning and developing a Local Plan.

Funding may be used to hire a consultant and engage aging, disability, diversity, equity, and inclusion (DEI), and community engagement subject matter experts (SMEs) to support the planning and developing a Local Plan. See Attachment A for CDA’s guidance on procuring goods and services using LADAP grant funds. Grant funding must be expended during the grant’s project period.

Throughout Objectives 1-6 listed below, grantees are expected to apply an equity lens to plan and implement this work to ensure processes and outcomes are community-driven and promote the health and well-being of all community members. Successful applicants will clearly demonstrate the integration of diversity, equity, inclusion, and accessibility principles and practices in their proposal.

Equity Resources: Long Beach Equity Toolkit; CDA Equity in Aging Resource Center; MPA Equity Work Group: Equity Tool; Center for Health Care Strategies and Community Commons – Priority Populations Resource Library and Equity Resource Library)

Allowable uses of the funds include supporting communication, coordination, and integration activities across community sectors, aging and disability services and programs, and other local efforts and initiatives to:

1. Objective #1: Awareness Stage: Build Community Awareness a. Convene community information and education opportunities to share the benefits of planning and developing a cross-sector action plan to meet current, emerging, and future aging and disability-related needs.
09/26/2023 C09 17 of 40

2. Objective #2: Planning Stage (Play One of the Local MPA Playbook): Establish an Advisory Committee and Gain Community Leader Support
a. Engage regularly with local leaders and local elected officials (e.g., Board of Supervisors, City Council, City Mayor, Tribal governing body, or similar decision-making entity) to garner support and align the Local Plan work to other community priorities, goals, and initiatives.
b. Form a local Advisory Committee that represents the community’s diversity, key community champions, local leaders and decision-makers, and cross-sector leadership to guide and provide input on the grant program’s activities (listed below). The Advisory Committee must include aging and disability professionals, service providers, and organizations. The Advisory Committee should meet regularly to plan and develop the Local Plan, monitor progress, and evaluate the Local Plan. c. Apply for and enroll in the AARP Network of Age Friendly States and Communities.

3. Objective #3: Planning Stage (Play Two and Three of the Local MPA Playbook): Community Assessment and Cross-Sector Engagement
a. Review existing local age-friendly models within California, the United States, and the world. Resource: CA MPA Local Playbook
b. Review existing, relevant, and community-specific data. Sample data resources include the CA Data Dashboard for Aging, CDA COVID-19 Response Data Dashboard, Area Agency on Aging Plans, Community Health Assessments, County Transportation and Housing Plans, Healthy Places Index, Elder Economic Security Index, Community Health Inclusion Index, and the AARP Livability Index.
c. Plan, coordinate, and conduct accessible and culturally responsive and linguistically appropriate community assessment activities to understand the community’s needs and identify community assets and gaps and establish a baseline. The community assessment activities may include community surveys, interviews, focus groups, and listening sessions. Sample assessments to tailor to the community and the goals of this grant program include the AARP Community Survey and The SCAN Foundation The SCAN Foundation Sample Interview Guides. Community assessments may be in-person and/or virtual, depending on the community’s needs. Funding may be used to provide community members incentives for their participation in the community assessment/data collection process (e.g., gift cards to a neighborhood store, restaurant, market, transportation supports, such as a gas gift card or bus pass). i. Develop a community outreach plan to reach diverse community groups. The number of and participation in community assessments activities in the outreach plan must include a representative sample of the community and population groups being served. As a guide and recommendation, Applicants should plan and budget to coordinate and conduct community listening sessions/focus groups with approximately 50-75 people total (ideally with 5-10 people in each session).
ii. Community assessments should reflect the diversity of the community and input and feedback from key populations groups and organizations, including, but not limited to age 60+; LGBTQ+ older adults; people with disabilities; racial and 09/26/2023 C09 18 of 40

ethnic-specific groups; people with lower incomes; veterans; people with varying health status (including chronic and behavioral health conditions); professional and family caregivers; and service professionals, organizations, and providers in aging, disability, and Alzheimer’s and other dementias. d. Analyze, summarize, report, and make publicly available (e.g., share on a webpage) the findings from reviewing the existing data sources and conducting community assessment activities to the Advisory Committee, the community, local leaders, elected officials, and cross-sector strategic partners.

4. Objective #4: Planning Stage (Play Four of the Local MPA Playbook): Select your Goals and Priority Initiatives, and Develop a Local Plan
a. Facilitate planning and priority-setting meetings and convenings to develop a cross- sector, community-driven, and action-oriented Local Plan that improves a community’s livability for people of all ages and is centered on equity, cultural competency, community engagement, and disability inclusion strategies. The Local Plan is designed to be an active and living document.
i. The identification of goals and priority initiatives, and should account for the community’s assets, needs, and gaps.
ii. The identification of goals and priority initiatives should include the Advisory Council, the community, local leaders, elected officials, and cross-sector strategic partners.
iii. Communities may use the five goals and 23 strategies of CA’s MPA to help narrow their Local Plan’s priority initiatives and areas of opportunity.

5. Objective #5: Development Stage (Play five of the Local MPA Playbook): Build your Local Plan a. Draft a Local Plan with a clear scope of work with goals, objectives, strategies, resources/inputs, and evaluation measures to support the priority initiatives identified with community partners. (See Expected Project Outcomes for plan details below). b. Finalize the Local Plan.
c. Obtain final support and approval of the Local Plan by the Advisory Committee. d. Obtain final support and approval of the Local Plan by an elected official or governing body.

6. Objective #6: Early Implementation: Approve, Publicly Release, and Promote the Local Plan a. Approve and publicly release the Local Plan online (e.g., share on a webpage). b. Increase and raise public awareness and promotion of the Local Plan (e.g., convene and host accessible and culturally and linguistically appropriate aging and disability-friendly community forums, workshops, and events; and develop press releases and talking points.
c. Participate in local aging and disability-friendly grant program webinars, learning collaboratives, and peer-to-peer networks [e.g., AARP Network of Age-Friendly States and Communities , those offered by CDA and/or its designee, and other state and local partners).
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d. (Optional) Consider applying for membership to additional age- and disability-friendly networks (e.g., World Health Organization Age-Friendly World and Dementia-Friendly America).

Expected Project Outcomes: The primary end deliverable for each Local Aging & Disability Action Planning Grant Program grantee is one (1), community-specific and community-informed Local Plan with the following components:

1. A cover page.

2. An executive summary or letter from the community’s leader(s)/elected official(s).

3. The table of contents.

4. A community profile that describes the demographic and social characteristics of the community.

5. An introduction to the Local Plan highlighting the key community priority initiatives with a clear alignment to equity and cultural competency principles and practices, and disability inclusion strategies, and a commitment to implementation, sustainability, and improvements.

6. The Local Plan, inclusive of:
a. Vision, mission, and values statements.
b. Priority initiatives, each with identified goals (at least 1 short-term goal and 2 long-term- goals) (i.e., what you hope to achieve, the outcomes, changes, and results you desire to occur as a result of the Local Plan).
c. Activities to support achieving each goal’s objective. Objectives should be formatted as S.M.A.R.T. objectives (specific, measurable, achievable, realistic, and time-bound). d. Identification of the group(s) or individual(s) responsible for each activity. e. Description of the inputs for completing the task (i.e., resources that are put into the plan or factors that facilitate its success).
f. Identification of the progress indicators for each goal’s objective to assess and monitor progress.

7. Appendices and supporting documentation , inclusive of:
a. An explanation of how the Local Plan was developed, including a summary of the assessment activities and findings and other data used. b. Information about who was involved in the planning and development of the plan, including community-engagement activities.
c. Information about who will manage the implementation of the Local Plan and monitor progress.
d. Information about an established process for continual improvement which involves a cycle of planning, implementing, evaluating, and improving the Local Plan. e. Other information that is important to the Local Plan.

F: Tentative RFA Time Schedule
Listed in Table 1 below are the key events and corresponding date and time deadlines by which the event must be taken or completed. Proposals not received by the date and time listed below will be deemed non-responsive and will not be considered for award. CDA reserves the right to cancel or modify the RFA, including dates and/or times as necessary. If CDA finds it necessary to change any of 09/26/2023 C09 20 of 40

these dates and/or times, it will be accomplished via an addendum and posted online at www.aging.ca.gov and the LADAP Grant Program webpage. Applicants are responsible for periodically checking applicable websites for updates.

Table 1: Tentative RFA Time Schedule – Round 2
Event Date and Time Deadlines
RFA Release

• August 29, 2023
Submit Written Questions • By September 6, 2023 at 5:00 PM (PT)

CDA Responds to Questions and Posts Responses to
the LADAP grant program webpage

• September 15, 2023
Applications Due to CDA.

Email application package to:

[email protected]

• October 2, 2023 at 5:00 PM (PT)
Notice of Awards

• By November 6, 2023
Anticipated Start Date of Grant Agreements (Round 2)

• January 5, 2024
End Date of Grant Agreements

• March 31, 2025

The start date may vary due to the time required to finalize the agreements, obtain signatures, and process the agreements between awardees and CDA. Therefore, the grant term may change if CDA cannot execute the grant in a timely manner due to unforeseen delays. The resulting contract will be of no force or effect until signed by both parties. The Grantee is hereby advised not to commence performance until the contract is fully executed. Should services or performance commence before all approvals are obtained, and the contract is not fully executed, said services or performance may be considered volunteered.

CDA reserves the right to extend the term of the resulting agreement via an amendment as necessary to complete or continue the services. Agreement extensions are subject to satisfactory performance and funding availability.

H. Applicant Questions and Reporting RFA Errors
Prospective Applicants shall review the RFA in its entirety and submit any written questions to CDA at [email protected] by the question submission deadline listed in Table 1. If an Applicant identifies an error in the RFA, please email CDA at [email protected] as soon as the error(s) is identified.

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Emails must clearly identify the person and agency submitting the question. At its discretion, CDA may contact a potential applicant to clarify the meaning of any question received. CDA reserves the right to not respond to questions received that are not related to th e RFA.

Any verbal communication with a CDA employee concerning the RFA is not binding on the State and shall in no way alter a specification, term, or condition of the RFA.

CDA will not respond individually to questions. CDA will collect and review all questions submitted by the designated due date and time and post responses to the questions online as one (1) or more addendums to the RFA as appropriate. Questions received by potential applicant, and their subsequent responses, may be grouped into themes. CDA will not host informational conference calls or webinars on this RFA.

Part Two: Required Application Components
A: Application Checklist
Listed in Table 2 are the required application components. Applicants are required to submit an Application Checklist using the provided template – See Attachment B.

Table 2: List of Required Application Documents
Required Document Document Type
When Submitted
Page Limit
1 Application Checklist – See Template (Attachment B)

PDF -
2 Applicant Information Form – See Template
(Attachment C) and Part Two, Section B.
• If a submitting application on behalf of a
consortium of organizations, a signed letter
from all of the organizations within the
consortium is also required.

PDF -
3 Project Overview and Narrative (five sections, No
Template) – See Part Two, Section C.

1. Amount of Funding Requested

2. Community Description

3. Applicant Readiness, Experience, and
Commitment

4. Project Description

5. Capacity and Sustainability

PDF 12 pages max.
4 Work Plan – See Template (Attachment D) and Part
Two, Section D.
• In the Work Plan, include activities to support
SOW Objectives (#1-6) under Part One,
Section E: Funding Guidelines and Scope of
Work/Objectives.

PDF 8 pages max.
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• In the Work Plan, complete the required
fields for Grant Reporting and Monitoring
Progress activities listed (See Part Four,
Section D).

5 Budget Detail Workbook – See Template
(Attachment E) and Part Two, Section E.

PDF -
6 Budget Narrative – See Templates (Attachment F)
and see Part Two, Section F.

PDF -
7 Other Required Documents and Information - See
Part Two, Section G.
• Letter of Support
• Government Agency Taxpayer ID Form from
the lead organization applying (for
governmental agencies applying) – See
Attachment G; or Payee Data Record/STD
204 (for non-governmental agencies
applying) – See Attachment H.
• Certificate of Good-Standing, as verified on
the Secretary of State’s website from the
lead organization applying (for non-
governmental agencies and businesses
applying).

PDF -

B: Applicant’s Information
The Applicants are required to submit an Applicant’s Information Form using the provided template – See Attachment C. All Applicants must provide basic information on both the organization itself and the main points of contact, including:

1. Application Type
a. Single organization; or
b. Consortium of organizations

2. Eligibility Type
a. Represents a community that is in the initial planning stages of creating a local age- friendly plan (i.e., building partnerships with the community and cross-sector organizations, engaging local leaders, and reviewing existing models) but does not have a local age-friendly plan; or
b. Represents a community that has conducted recent community assessments but does not have a local age-friendly plan.

3. Geographic Community Served [e.g., city, a group of cities, a county, a group of counties, or Tribal land(s)].
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4. AARP Network of Age Friendly States and Communities Membership Status a. Yes, my community is a current AARP network member.
b. No, my community is not currently an AARP network member.

5. Lead Applicant Organization Name, Address, & URL/Website.

6. Organization Type (e.g., local government and non-government organizations, community- based, non-profit, and tribal organizations, and established coalitions).

7. Organization’s mission and purpose.

8. Lead project contact (designated project contact for all matters pertaining to the project):

Name, title, email, and phone number.

9. Lead finance contact (designated finance contact for all matters pertaining to processing contracts and invoices): Name, title, email, and phone number.

For applications submitted by a consortium of organizations, the application must include the above information for the Lead Organization that will oversee and receive the grant funding. A signed letter from all of the organizations within the consortium is also required to confirming their participation in the grant program.

C: Project Overview and Narrative
Applicants are required to submit a Project Overview and Narrative using the Section headers (#1-5) below. The submitted Project Overview and Narrative should not exceed 12 pages.

1. Amount of Funding Requested and Current Project Stage a. Applicants may request between $75,000 (minimum) and $200,000 (maximum) for the full project period of the grant program.

2. Community Description
a. Describe the community’s location [a city, a group of cities, a county, a group of counties, or Tribal land(s)] that will be served with the project’s activities. b. Describe the community type (e.g., urban, suburban, rural, frontier, and tribe) and governance structure.
c. Describe the community’s size (e.g., population and geographic size). d. Describe the community and the community’s population, including the community’s social and demographic data. Identify the priority population group(s) that will be served by the project proposed under this grant program:
i. American Indian or Alaska Native; Black; Asian; Native Hawaiian; and Pacific Islander persons/communities/populations
ii. People with disabilities (e.g., mobility/physical, cognition, hearing, vision, limitations in self-care and independent living, and participation restrictions) iii. People living with Alzheimer’s disease and other dementias iv. Lesbian, Gay, Bisexual, Transgender, and Queer (LGBTQ+) persons/communities/populations
v. Veterans
vi. Professional and family caregivers
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vii. Persons/communities/populations of lower incomes
viii. Persons/communities/populations of immigrant and/or refugee status e. Describe the community’s need and interest for this grant funding. Include the alignment and opportunities with other community-level initiatives in the description.

3. Applicant Readiness, Experience, and Commitment
a. Describe the Applicant’s readiness and experience to complete the grant program requirements and objectives and their proposed project and work plan. Include the following and additional information, as relevant:
i. Working with and in the proposed community.
ii. Working on aging and disability-related topics, programs, and services. iii. Coordinating with other service delivery partners and organizations . iv. Gathering community input and feedback.
v. Engaging local leaders, elected officials, and decision-makers. vi. Embedding equity and cultural competency principles and practices and disability inclusion strategies to the Applicant’s work, including staff training and development.
b. Describe any past, current, or planned work that aligns with the goals of this grant program that will be leveraged. Include community and local leader/elected official awareness and engagement, partnerships, community data collection, or matching funds in the descriptions.
c. Describe the Applicant’s ability and applicable experience to adhere to the contractual, fiscal, and program reporting requirements of CDA as outlined in the RFA.

4. Project Description
a. Describe the proposed projects activities that align with the Part One, Section E. Funding Guidelines and Scope of Work/Objectives of the RFA. Additionally, include the following and other relevant information:
i. Describe how the Applicant will implement the objectives of this RFA. ii. Describe how the Applicant will embed equity and cultural competency principles and practices and disability inclusion strategies into the project’s community-engagement and outreach strategies, approach, design, implementation, and any other elements.
iii. Describe a community outreach plan to achieve an appropriate reach and saturation of community member input and feedback.
iv. Describe how older adults, people with disabilities, caregivers, and other priority population groups will be involved in this proposed project. v. Describe how community agencies, departments, and sectors will collaborate and coordinate on the proposed project (i.e., partnerships), including service professionals, organizations, and providers in aging, disability, and Alzheimer’s and other dementias.
vi. Describe how the Applicant’s proposed project activities will impact both the community and priority population groups.

09/26/2023 C09 25 of 40

5. Capacity and Sustainability
a. Describe how the Applicant will implement the objectives of this RFA. b. Describe the Applicant’s staff and partners who will implement and support the project’s activities, including a description of roles and responsibilities, and other sources of financial support, if applicable.
i. See Part Two, Section G: Other Required Documents and Information for details on the required Letter(s) of Support.
c. Describe any challenges or risks (internal and external) that may be encountered during the project period. Describe how the Applicant will manage and address these risks and challenges.
d. Describe the approach the Applicant will take to implement, evaluate, and sustain the developed Local Plan beyond the life of this funding.

D: Work Plan: Template – Attachment D
Applicants are required to submit a Work Plan that outlines how the grant program’s Scope of Work (SOW) will be accomplished through the Applicants proposed project using the provided template - See Attachment D. The submitted Work Plan should not exceed 8 pages.

The Work Plan should be for the entire project period. The Work Plan should include the grant program’s objectives and the proposed project’s activities/tasks, responsible parties, timeline, and deliverables/outputs. Activities of the proposed subcontractor(s)/consultant(s) should be clearly identified in the Work Plan. Additional rows may be added to the Work Plan template.

E: Budget Detail Workbook: Template – Attachment E
Applicants are required to submit a Budget Detail that covers the full project period using the Excel template provided – See Attachment E. The total amount requested can be between $75,000 (minimum) and $200,000 (maximum) for the full project period of this grant program.

All applications will include a Budget Detail and must be completed in the designated tab labeled “Lead Organization Budget.”

Complete all sections of the Budget Detail according to the instructions in the template and this RFA (including allowable and unallowable expenses), estimating costs and personnel/positions according to the Applicant’s proposed project needs. Applicants can add additional lines or categories if needed.

Round all dollar amounts and percentage figures to whole numbers.

For a consortium application, the Lead Organization must complete a Budget Detail in the designated tab labeled “Lead Organization Budget.” In addition , each partnering organization that is proposed to receive funds from the Lead Organization under this grant program is also required to submit a Budget Detail in the designated tabs labeled “Partner 1”, “Partner 2,” and “Partner 3” within this same Budget Detail workbook.

09/26/2023 C09 26 of 40

An individual Budget Detail workbook is also required for any subcontractor(s) or consultant(s) that will receive $25,000 or more in LADAP grant funding. Enter the budget details for each subcontractor or consultant in the designated tabs labeled “Sub 1”, “Sub 2,” and “Sub 3” within the same Budget D etail workbook. Use the budget templates provided and follow the corresponding instructions. If a subcontractor/consultant is “to be determined (TBD)” at the time of submitting the application, it is the responsibility of the applying organization to complete a Budget Narrative for the subcontractor/consultant that reflects estimated costs based on your organization’s knowledge, experience, and market research in the space.

Allowable Expenses to include in the Budget Detail
A. Personnel: Includes all personnel costs to operate the grant program. a. List personnel by job category or classification.
b. Indicate total annual salary for each position.
c. Indicate percentage of time the position will be utilized on this project (e.g., 20 hours of work within a 40-hour week is 50 percent). All percentages should be in whole numbers. d. Provide the fringe percentage and calculate the corresponding amounts for each position.

B. Operating Expenses: Includes all costs except personnel costs. Only list operating expenses that apply to this grant program.
a. Calculate office supplies expenses.
b. Calculate minor equipment expenses (unit cost under $5,000), including computer software and programs.

C. Community Engagement and Meeting Expenses
a. Calculate community engagement and meeting expenses, including meeting room facility rentals, meals and refreshments served at meetings, and participant incentives for contributing to community assessment/data collection activities (e.g., gift cards to a neighborhood store, restaurant, or market).
i. Note: Participant incentives may not exceed a total of $50 for each participant.

Successful applicants are required to develop and maintain a tracking log/system to monitor the purchase and community distribution of incentives.

D. Travel (if applicable): Includes all travel-related costs associated to personnel activities supporting the grant program. These costs cannot exceed those outlined by the California Department of Human Resources (CalHR): https://www.calhr.ca.gov/employees/pages/travel- reimbursements.aspx
a. Calculate the travel-related costs for this grant program.

E. Training (if applicable): Includes costs and fees for trainings that directly relate to achieving the goals of this grant program.
a. Calculate the training-related costs on this grant program. i. Note: Grantees are required to obtain prior approval from CDA before registering and attending trainings. Training funds may not be applied to 09/26/2023 C09 27 of 40

standard staff meetings or training sessions held for the staff of the grantee in order to conduct routine business matters.

F. Sub-contractor and Consultant(s) services: Includes all aging, disability, diversity, equity, and inclusion (DEI), and community engagement subject matter experts (SMEs) that will work to support this grant program. See Attachment A for CDA’s guidance on procuring goods and services using LADAP grant funds.
a. Calculate the cost for all sub-contractors and consultants. Use the budget narrative to describe each subcontractor and consultant’s type and role.

G. Other Direct Costs

H. Indirect Costs: CDA will allow an indirect cost rate of up to 10% of modified total direct costs (MTDC). MTDC equals the sum of personnel services, operating expenses, travel, and up to the first $25,000 of contracting expenses. MTDC does not include expenses for equipment . This is a state funded grant, CDA will not accept a Negotiated Indirect Cost Rate Agreement (NICRA), the cap for Indirect Costs is 10%.

Unallowable Expenses
• Formal program evaluation, as this is a planning and capacity building grant program. • Purchase or renovation of buildings, facilities, or land. • Direct services.
• Clinical or medical care.
• Major equipment. Major equipment is defined as property with a unit cost over $5,000 with a life expectancy of one or more years.
• Stipends to Advisory Council members.
• Out-of-state travel.
• Lobbying activities.

F: Budget Narrative: Template – Attachment F
Applicants must provide a Budget Narrative that explains each line-item, including the cost breakdown and justification as how it will support the proposed project – See Attachment F. The Budget Narrative should align with the SOW, Project Overview and Narrative, and Work Plan. CDA reserves the right to seek clarification regarding a budget item or deny requests for any item listed in the budget that is deemed unnecessary for the implementation of the project.

For a consortium application, a Budget Narrative is required for each partnering organizations that is proposed to receive funds from the Lead Organization under this grant program, and those that have budget details in the designated tabs labeled “Partner 1”, “Partner 2,” and “Partner 3” within the Applicant’s Budget Detail workbook.

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See Attachment A for CDA’s guidance on procuring goods and services using LADAP grant funds. If the proposed project includes working with a subcontractor or consultant, describe the following for each subcontractor or consultant in the budget narrative:
a. Name of subcontractor or consultant. Indicate “to be determined (TBD)” if not known at the time of submitting the application.
b. Nature of the services to be performed and how the services align with the LADAP grant program objectives (e.g., scope of work).
c. Method of selection - State whether the contract is sole source or competitive bid. If an organization is the sole source for the contract, include an explanation as to why this institution is the only one able to perform contract services. d. Method of accountability – state who will monitor the subcontractor or consultant. e. Total funding amount

In addition to a Budget Detail workbook, for any subcontractor(s)/consultant(s) receiving $25,000 or more under the LADAP grant program, CDA also requires an individual Budget Narrative to support the subcontractor(s) or consultant(s) work. Use the budget templates provided and follow the corresponding instructions. If a subcontractor/consultant is “to be determined (TBD)” at the time of submitting the application, it is the responsibility of the applying organization to complete a Budget Detail workbook for the subcontractor/consultant that reflects estimated costs based on your organization’s knowledge, experience, and market research in the space.

G: Other Required Documents and Information
Letter of Support
Applicants are required to submit at least one (1) Letter of Support (LOS). The required LOS must be from one of the following:

1. Area Agency on Aging (AAA)*

2. A key project implementation partner

3. Local elected official (e.g., Board of Supervisors, City Council, City Mayor, Tribal governing body, or similar decision-making entity)
* If the Applicant is a AAA, the required LOS needs to be from a key project implementation partner or local elected official (e.g., Board of Supervisors, City Council, City Mayor, Tribal governing body, or similar decision-making entity).

Applicants may submit up to two (2) additional LOS from partnering organizations, cross-sector agencies, or local leaders/elected officials. Each LOS cannot exceed two (2) pages and must be on letterhead and include the signature, name, and title of a contact person . The LOS does not count toward the Part Two, Section C: Project Overview and Narrative maximum page count of 12.

Tax and Fiscal Documents

1. Government Agency Taxpayer ID Form (for governmental agencies applying) – See Attachment G; or

2. Payee Data Record (STD 204) (for non-governmental agencies applying) – See Attachment H 09/26/2023 C09 29 of 40

If a successful Applicant is a government agency (only), a signed Resolution by the governing body authorizing and approving funding under this grant program will be required. The Resolution will be required as prior to executing a contract with a successful Applicant that is a governmental agency.

Certificate of Good-Standing
Non-governmental Applicants and Businesses must be in good standing and qualified to conduct business in California as verified by the Secretary of State’s website: http:// www.sos.ca.gov/ . A copy of the Applicant’s certification verifying a “good standing” must be included in t he RFA proposal.

Part Three: Instructions
A: General Application Instructions
Applicants must complete the applicable narrative questions and attachments as outlined in Table 2 below. Follow all requirements below carefully, including designated page limits. Attachments are not included in the page limits for the sections.

B: Format Requirements
Application documents should:
• Be in 12-point Arial or Calibri font.
• Have 1-inch margins.
• Be single-spaced.
• Include page numbers.
• Include Section headers for the Part Two, Section C: Project Overview and Narrative

1. Amount of Funding Requested

2. Community Description (20 points)

3. Applicant Readiness, Experience, and Commitment (50 points)

4. Project Description (60 points)

5. Capacity and Sustainability (30 points)
• Include the required Budget Detail and Narrative (20 points) • Work Plan (20 points)

C: Submission of Application
Electronic applications are due via email to CDA no later than 5:00 PM (PT) on Monday, October 2, 2023 to [email protected]. Applications received after this deadline will not be accepted or reviewed. Applicants should use the following email subject line when submitting their application:
“Proposal: RFA – Local Aging and Disability Action Planning Grant Program.”

Applications should submit all applicant documents as one (1) PDF [or two (2) maximum if the file size is too large]. Applicant should use clear naming conventions for PDF email attachment(s) included in their application. Applicants are encouraged to apply early. Applicants are encouraged to check the PDF document(s) before submission to ensure it is complete.

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Each application received by the due date and time will be reviewed for “minimum qualifications” (see Part Four, Section A: Review Process) for completeness and compliance with the instructions provided in the RFA. Incomplete, late, or non-compliant applications will not be reviewed or considered for funding. Applicants are responsible for ensuring all application documents are submitted properly and are complete. CDA will not contact applicants in the event of a submission error (e.g., the incorrect or incomplete documents are submitted).

There is no guarantee that submission of an application will result in funding, or that funding will be allocated at the level requested. Expenses associated with preparing and applying are solely the responsibility of the applicant organization and will not be reimbursed by CDA.

Part Four: Application Review & Award Administration
CDA will review applications that were received on time by the sub mission deadline.

A: Review Process
Applications will be reviewed for eligibility, completeness, and alignment with the RFA requirements using the rubric below. A total of 215 points is possible for each application (this point value includes the additional possible scoring incentives up to 15 points).

Phase 1: Applications will be reviewed by CDA to ensure that they met the “minimum qualifications” listed below. Successful applications that make it through this initial review for eligibility, completeness, and alignment with RFA requirements will advance to Phase 2. In Phase 2 applications will be reviewed and scored by a panel of experts.

Required Applicant Information
Minimum Qualifications

RFA Reference Yes No
Applicant has submitted an Application
Checklist.

Part Two, Section A
Template – Attachment B

Applicant’s proposed project supports
a community, defined as a
geographical location, such as city, a
group of cities, a county, a group of
counties, or Tribal land(s).

Part Two, Section A
Template – Attachment C

Applicant has submitted all requested
organization profile information.

If applying on behalf of a consortium of
organizations, a signed letter from all
of the organizations is also submitted.

Part Two, Section B
Components #1-9
Template – Attachment C

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Applicant has submitted all requested
information in project overview and
narrative.

Part Two, Section C
Components #1-5
No Template

Required Work Plan
Minimum Qualifications

RFA Reference Yes No
Applicant has submitted a work plan
for the full project period.

Part Two, Section D
Template – Attachment D

Required Budget Detail and Narrative
Minimum Qualifications

RFA Reference Yes No
Applicant has submitted a budget
detail worksheet for the full project
period.

Part Two, Section E
Template – Attachment E

Applicant has submitted a budget
narrative for the full project period.

Part Two, Section F
Template – Attachment F

Additional Required Documents and Information
Minimum Qualifications

RFA Reference Yes No
Letter of Support
Applicant has submitted the required
Letter of Support.

Part Two, Section G
No Template

Tax and Fiscal Documents
• Government Agency Taxpayer
ID Form (for governmental
agencies applying); or
• Payee Data Record (STD 204)
(for non-governmental
agencies applying)

Part Two, Section G
Attachment G
Attachment H

Certificate of Good Standing Part Two, Section G
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• Certificate of Good-Standing, as
verified on the Secretary of
State’s website (for non-
governmental agencies and
businesses applying)

No Template

Phase 2: Applications that meet all “minimum qualifications” listed above will move on to Phase 2 for further review and scoring. The review panel will review and score all applications using the following rubric.

Category Scoring Criteria Maximum Points, per question
Community
Description

(Up to 20 pts)

How well does the Applicant
describe the:

1. Community and the
community’s
population, including
priority population
groups that will be
served through this
grant program?

2. Community’s need and
interest for this grant
funding, including
other community-level
initiatives?

For each question:

1 point = Answer provides little to no
detail.

5 points = Answer provides some
basic level detail but is not supported
by extensive information or examples.

10 points = Answer is an excellent
response that provides in-depth detail
and fully responds to the question
with examples.

Applicant
Readiness,
Experience, and
Commitment

(Up to 30 pts.)

3. Does the Applicant
have the readiness,
experience, and
commitment to
successfully complete
the grant
requirements?

How well does the Applicant
describe its:

4. Ability and readiness to
deliver on the
proposed project,
including past and
current work on aging
For each question:

1 point = Answer provides little to no
detail.

3 points = Answer provides some
basic level detail but is not supported
by extensive information or examples.

5 points = Answer is an excellent
response that provides in-depth detail
and fully responds to the question
with examples.
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and disability-related
topics?

5. Community
partnerships with other
service delivery
partners and
organizations, including
cross-sector
partnerships?

6. Experience in
organizing engagement
opportunities and
gathering community
input and feedback
from diverse
populations groups,
including older adults,
people with disabilities,
and caregivers, and
other priority
populations?

7. Experience engaging
local leaders, elected
officials, and decision-
makers?

8. Experience embedding
equity and cultural
competency principles
and practices and
disability inclusion
strategies?
Applicant
Readiness,
Experience, and
Commitment

(Up to 15 pts.)

How well does the Applicant
describe:

9. Any past, current, or
planned work
happening in their
community that aligns
with the goals of this
grant program?

10. How this work
(described above) will
be leveraged to
support the goals of
this grant program?
For each question:

1 point = Answer provides little to no
detail.

3 points = Answer provides some
basic level detail but is not supported
by extensive information or examples.

5 points = Answer is an excellent
response that provides in-depth detail
and fully responds to the question
with examples.
09/26/2023 C09 34 of 40

11. Its organizational
commitment to
diversity, equity,
inclusion, and
accessibility, including
staff development and
training in these areas?
Applicant
Readiness,
Experience, and
Commitment

(Up to 5 pts.)

12. How well does the
Applicant describe its
ability to adhere to the
contractual, fiscal, and
program reporting
requirements of CDA as
outlined in the RFA?
1 point = Answer provides little to no
detail.

3 points = Answer provides some
basic level detail but is not supported
by extensive information or examples.

5 points = Answer is an excellent
response that provides in-depth detail
and fully responds to the question
with examples.

Project
Description

(Up to 60 pts.)

13. Does the Applicant
propose a project that
successfully responds
to the grant program’s
goals, objectives, and
expected outcomes?

How well does the Applicant’s
proposed project:

14. Embed equity and
cultural competency
principles and practices
and disability inclusion
strategies, including
demonstrating specific
community outreach
strategies to engage
diverse community
members in
assessments and other
planning activities?

15. Demonstrate an
adequate community
outreach plan to
achieve an appropriate
reach and saturation of
For each question:

1 point = Answer provides little to no
detail.

5 points = Answer provides some
basic level detail but is not supported
by extensive information or examples.

10 points = Answer is an excellent
response that provides in-depth detail
and fully responds to the question
with examples.
09/26/2023 C09 35 of 40

community member
input and feedback?

16. Demonstrate how
older adults, people
with disabilities, and
caregivers will be
involved in the efforts
to become a more age-
and disability-friendly
community?

17. Demonstrate how
community agencies,
departments, and
sectors will collaborate
and coordinate on
efforts to become a
more aging and
disability-friendly
community?

18. Support and positively
impact the community
and any identified
priority population
group(s)?

Budget

(Up to 20 pts.)
How well does the Applicant’s
budget detail workbook and
budget narrative(s):

19. Adhere to RFA’s
guidelines (i.e.,
allowable, and
unallowable) and
amounts and
percentage limitations?

20. Align with proposed
project (i.e.,
completeness,
feasibility, and
appropriateness)?

1 point = Answer provides little to no
detail.

5 points = Answer provides some
basic level detail but is not supported
by extensive information or examples.

10 points = Answer is an excellent
response that provides in-depth detail
and fully responds to the question
with examples.

Work Plan

(Up to 20 pts.)
How well does the Applicant’s
workplan:

21. Align with the
Applicant’s proposed
1 point = Answer provides little to no
detail.

09/26/2023 C09 36 of 40

project narrative and
the goals of this grant
program?

22. Clearly and
comprehensively
communicate the
proposed project’s
activities/tasks,
responsible parties,
timeline, and
deliverables/outputs.

5 points = Answer provides some
basic level detail but is not supported
by extensive information or examples.

10 points = Answer is an excellent
response that provides in-depth detail
and fully responds to the question
with examples.

Capacity and
Sustainability

(Up to 30 pts.)
How well does the Applicant
describe the:

23. Organization’s staff and
partners who will
implement and support
the project’s activities
(i.e., knowledge, skills,
experience) to
demonstrate its
capacity and a
commitment?

24. Anticipated challenges
(internal and external)
and risks and a
migration plan to
address them?

25. Approaches and
actions the Applicant
will take to implement,
evaluate, and sustain
the developed the
Local Plan beyond the
life of this funding?

For each question:

1 point = Answer provides little to no
detail.

5points = Answer provides some basic
level detail but is not supported by
extensive information or examples.

10 points = Answer is an excellent
response that provides in-depth detail
and fully responds to the question
with examples.

TOTAL: Up to 200 points

09/26/2023 C09 37 of 40

Scoring Incentives Maximum Points
Evidence and description that the proposed project submitted by the Applicant has existing support and buy-in from local leaders/elected officials (e.g., Board of Supervisors. City Council, City Mayor, or similar decision-making entity) to ensure sustainability and create system change.

Up to 5 points
Evidence and description that the proposed project submitted by the Applicant will support a rural, frontier, or Tribal community. Projects that demonstrate an inclusion of understanding and addressing the needs of rural communities and populations within these rural California counties will be awarded incentives points in this category.

Up to 5 points
Evidence and description that the proposed project submitted by an Applicant represents a coordinated regional effort (e.g., a city applicant has county-level support; more than one city in a region are applying together; or more than one county are applying together; an organization’s service area includes more than one city in a region).

Up to 5 points
TOTAL: Up to 15 points

B: Grant Award Administration
All Applicants that pass the “minimum qualifications” and undergo review in Phase 2 will be first notified by Monday, November 6, 2023, via email on the decision of their application. Additionally, information on the successful Applicants will be posted on the LADAP Grant Program webpage and other CDA communication channels.

C: Grant Term
Round 2 LADAP Grant Program Project Period (anticipated): 01/05/2024 – 3/31/2025 (15-month project period. Grantees cannot start billable work under the grant program until they have a signed and fully executed agreement with CDA.

D: Grant Reporting and Monitoring Progress
Successful applicants (defined as Grantee(s) for this section of the RFA document) will be required to adhere to the following as terms of the grant agreement:

1. Submit Progress Reports and a Final Report
a. During the project Period, Grantees will complete two (2) progress reports and one (1) final report. Data and information from these reports will be used for evaluation, analysis, and monitoring of project progress and performance toward the identified project goals and objectives.
i. 6-Month Progress Report: Due to CDA on July 31, 2024 ii. 12-Month Progress Report: Due to CDA on January 31, 2024 iii. Final Report: Due to CDA on March 31, 2025
b. Anticipated components of the progress reports include, but are not limited to, status of project activities and deliverables, staffing, challenges, successes, and outcome data. 09/26/2023 C09 38 of 40

c. Anticipated components of the final report include, but are not limited to, the Local Plan and at least one success story.
d. Grantees will be provided additional instructions and report templates, after the awards are announced.
e. These activities must be included in the Applicant’s Work Plan.

2. Submit Invoices for Reimbursement and Submit a LADAP Financial Closeout Report a. Grantees will upload and submit invoices to CDA for reimbursement through CDA’s Local Finance Reporting System (LoFRS).
b. CDA will accept invoices from Grantees on the following dates:
i. April 30, 2024
ii. July 31, 2024
iii. October 31, 2024
iv. January 31, 2025
v. April 30, 2025 – Final Invoice, 30 days after the contract period ends. c. Submitted invoices must reflect the amount of expenses incurred and include documentation to support the Invoice.
d. Grantees will submit an electronic Closeout Report to CDA by April 30, 2025. e. Grantees will be provided additional instructions and guidelines after the awards are announced.
f. These activities must be included in the Applicant’s Work Plan.

3. Submit Success Stories
a. Grantees will complete at least one success story or lesson learned during the project period of the grant. Success stories and lessons learned will highlight best practices from the program and activities. The success story is a deliverable of the final report on March 31, 2025.
b. Grantees will be provided additional instructions and guidelines after the awards are announced.
c. These activities must be included in the Applicant’s Work Plan.

4. Participate in a Local Implementation Survey
a. Grantees will participate in an annual MPA Local Implementation Survey administered by CDA or its designated representative(s).
b. Grantees will be provided additional instructions, guidelines, and due dates after the awards are announced.
c. These activities must be included in the Applicant’s Work Plan.

5. Participate in a Grant Program Evaluation
a. Grantees must be willing to participate in program evaluation efforts to be conducted by CDA or its designated representative(s) at the end of the project period and 12-18 months after the project period ends. The evaluation may include a brief survey, interviews, collecting success stories, and documenting lessons learned. 09/26/2023 C09 39 of 40

b. Grantees will be provided additional information about the evaluation of this grant program after the awards are announced.
c. These activities must be included in the Applicant’s Work Plan.

6. Meet with CDA Staff
a. CDA reserves the right to request a meeting with the Grantees at any time during th e project period of the grant agreement. Additionally, Grantees may request meetings with CDA to discuss both the programmatic and fiscal elements of the grant program and to request technical assistance.
b. These activities must be included in the Applicant’s Work Plan.

7. Seek CDA’s Approval of Budget and Work Plan Adjustments a. During the contract period, if unanticipated changes occur that impact the scope of work and/or budget, Grantees must submit the changes via email to CDA and the changes must be approved by CDA prior to the changes being implemented. A formal contract amendment may be required based on those changes. CDA reserves the right to request additional information or documentation to approve or deny adjustments.

Attachments:

All of the following RFA attachments are available for download on the LADAP Grant Program webpage.

Attachment A: Guidance on Procuring Goods and Services
Attachment B: Application Checklist
Attachment C: Applicant Information Form
Attachment D: Work Plan Template
Attachment E: Budget Detail Workbook Template
Attachment F: Budget Narrative Template
Attachment G: Government Agency Taxpayer ID Form (for governmental agencies applying) Attachment H: Payee Data Record (STD 204) (for non-governmental agencies applying)

09/26/2023 C09 40 of 40