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HomeMy WebLinkAboutHASLO HSG 2024-25 ApplicationHuman Services Grant Application 2024-25 Application Questions Part 1 Basic Information 1. Organization Name * Housing Authority San Luis Obispo 2. Fiscal Agent (if different than above)* Housing Authority San Luis Obispo 3. Project/Program Name * Housing Stability with Supportive Housing Program 4. Requested Amount * 20000 5. Name of Person Completing Application * Blanca Arroyo and Gloria Gonzalez 6. Name of Person for Grant Communication and Contract for Grant Cycle (if different from above)* Blanca Arroyo 7. Organization Mailing Address * PO Box 1289 San Luis Obispo, CA 93406 8. Phone * 805-748-2692 9. Email * bvillalba@haslo.org Part 2 Organizational Information 1. Purpose/Mission Statement * The Housing Authority of San Luis Obispo is committed to building and maintaining affordable housing for citizens in our community. We seek to create safe neighborhoods by partnering with individuals and organizations to provide housing, education, and employment opportunities for families of modest means to become self-sufficient and improve their quality of life. 2. Briefly describe your organization’s purpose, vision, primary activities, and operating structures * Supportive Housing is committed to providing permanently affordable, safe, and well-maintained housing for low-income residents. Supportive Housing helps develop and provide housing and related supportive services for people moving from homelessness to independent, supportive living. Supportive Housing is committed to help people in need, without regard to race, color, religion, sex, national origin, sexual orientation, or disability. Supportive Housing works closely with residents to provide support during their housing transition. We help them overcome barriers and encourage a healthy lifestyle. When a resident works with a case manager, our main goal is to increase their skills and their income and gain more control over the decisions that affect their lives. 3. Name of Executive Director * Scott Collins 4. Name of Board President or Chair * Ashlea Boyer 5. Number of paid staff (full or part-time)* 6 6. Number of volunteers * 0 7. Describe the community(ies) your organization supports * Supportive housing supports a variety of communities (properties) from South County to North County. Case managers work with chronic homelessness, seniors, families/individuals with disabilities, single parents, undocumented and individuals with mental health and substance use. 8. Approximate Annual Budget * 360000 9. Major Sources of Funding * New Properties Develop and State and county grants Part 3 Project/Program Information 14. In the table below include a minimum of four (4) metrics or performance outcomes that relate to the implementation/success of the project. Examples include: # of SLO City residents served, # of referrals provided to individuals seeking social services. Methods of Evaluation Indicators of Success / Measurable Outcomes Assessment Case Managers will meet with the residents and perform in-depth assessments to gather necessary data needed to determine what resources would be beneficial to the client to maintain their health and housing. Interviews Interviews with the clients will be done to start a dialogue with the client and to gather psychographic data. We will also be part of the interview process when new properties began leasing. Focus Group Case Managers will be planning and executing focus group events at each of the properties. These focus groups will be used to gather qualitative data and in-depth insights, enabling case managers to collect information on anything from products and services to beliefs and perceptions to reveal their true attitudes and opinions. Survey Case Managers will be creating surveys to get a better understanding of the opinions and needs of the clients so that they can provide them with the correct resources and submit the appropriate referrals based on their needs. 1. Please provide an executive summary of proposed project/program * The Housing Authority of San Luis Obispo was established in 1968, as a public entity under California law, the Housing Authority of San Luis Obispo (HASLO) has a mission to assist the county's lower income citizens secure and maintain long-term housing. In the early days of HASLO’s existence, most of its funding originated from the U.S. Department of Housing and Urban Development (HUD). Today along with continued HUD funding there are also: Rents, County Development Block Grants, Tax-credit loans and Local. We are aware of the challenges our community faces daily with housing services and are committed to adapting our organization to meet our community needs. Our program Objectives include housing stability, transitioning from homelessness and rapid-rehoused and evection prevention. We believe that this program is substantial for our clients as this will help facilitate housing retention. At the same time, they will become self-sufficient. The total cost of implementation for this project is $20,000. Your investment will help us to improve the quality of life of our residents. 2. Total Project Cost?* $20,000.00 3. Requested Project Amount * $20,000.00 4. Please provide a detailed description of proposed project/program * Housing stability with Supportive Services Hunger and Malnutrition Prevention: Implementing this program will allow us to provide food assistance to low income and very low- income individuals. It will allow us to facilitate an emergency plan such as distributing grocery store gift cards for individuals and families experiencing food crisis. We also plan to open a food pantry in collaboration with the SLO Food Bank that will allow us to improve services for our vulnerable community that include seniors, youth, and people with limited English proficiency. Transportation: Developing a program that offers gas vouchers and bus passes to help support residents who are medically vulnerable and in high need of behavioral health support. We will help facilitate transportation to our clients by providing them with the gas vouchers or bus passes, this way they can attend their scheduled meetings with outside agencies such as Social Security, Social Services, Medical Providers, Drug and Alcohol, Behavioral Health, etc. This program is substantial for our clients as this will help facilitate housing retention. This program has the potential to not only assist adult individuals, but this will also help to improve youth access and utilization of medical services, behavioral health resources, dental care services, and help with increasing school attendance. Transitional Housing: We will provide additional services for individuals who are coming out of homelessness into housing to assist with the psychological impacts they have experience and renewal of daily living skills in their new housing. This program can help provide individuals with essentials that come with obtaining housing. For example, furniture, beds, dressers, etc. Some of the barriers we see are that some seniors do not have mattresses or furniture when moving in. We can also provide household items such as cleaning products to ensure successful housing inspections. These services will also assist clients who need clothing for job interviews or a new pair of shoes to begin their new job. Incentives Implementation: During our weekly meetings with the clients, Case Managers help clients establish short or long-term goals. We would like to implement an Incentive Program that rewards our clients for their hard work toward their goals. For example, engaging in a Tabacco Free Program, Drug and Alcohol, Behavioral Health, Parenting Classes, summiting work resumes, or obtaining their Driver License or GED. These incentives would include gift cards to our clients for their accomplishments. We will also reward them by paying for work related training and/or uniforms, and self-care items. 5. Describe the community/population the project/program will support.* This program will not focus on one specific population. We will offer services to all individuals and families regardless of race, ethnicity, gender identity or expressions, sexual orientation, age, veteran status, national origin, disability, household composition, housing status and/or belief system that live in our properties. 6. The HRC has identified homeless prevention including affordable and alternative housing, supportive services, and transitional housing as the main funding priority. Does your grant request meet this funding priority?* Yes No 7. Which other priority of the non-ranked HRC funding priorities does your request support? Please check the appropriate boxes:* Hunger and malnutrition prevention Supportive physical and mental health services for those in need Services for seniors and/or people with disabilities in need Supportive and developmental services for children and youth in need Services encouraging diversity, equity, and inclusivity in marginalized communities 8. Provide timeline for project * 12-24 months. Summer 2024 and Fall 2024 supportive housing will assist with new property for seniors and homeless individuals. In summer 2025 supportive housing will assist new property for housing first (homeless individuals). 9. Identify any partnerships/collaborations that are supporting this project/program and their roles * Currently, San Luis Obispo Food Bank help us open food pantries in HASLO properties. Food Bank will provide low-cost food items and free cost items that would be distributed to the residents. 10. Describe your plan for sustainability beyond the City’s one-year award funding * We will continue to reach out to community partners and apply for state and county grants. 11. Describe the plan for promoting this project, program, or service within the City of San Luis Obispo * The Supportive Housing department plan to promote this project within residents' events. Scheduling meetings and assessments that will evaluate the service needed for each individual and family. We will hold a focus room where we can educate our residents about the different projects available for each of their needs. We will make flyers that will be distributed within the HASLO apartments about our program and projects. 12. Est. Number of people served through this project/program * 1,099 13. Est. Number of SLO City Residents served through this project/program * 1,099 Attachments Copy of Organization’s most recent complete fiscal year financial statement (for the previous year because it is the middle of the current fiscal year) including a statement of financial position/balance sheet, statement of revenue & expenses/income statement, profit & loss. Financial Statement * HASLO - AFS 9-30-2022 sm.pdf 1.22MB 1-page Organization Chart * HASLO_Org_Chart_July-19-2018.pdf 87.29KB Document Certifying Federal Tax-Exempt Status * 1 - Resolution 1 (1968) Establishing HASLO.pdf 31.48KB 1-page detailed budget for the program including how the total requested amount of grant would be spent.   Budget * Budget for Program (1).pdf 45.23KB 1-page DEI statement that includes: Applicants’ understanding and application of DEI Affirming language that creates access and a sense of belonging in our community apart from grant Explain how this project will advance DEI in the City of SLO DEI Statement * DEI Statement.pdf 103.39KB HASLO– HousingAuthority of the City of San Luis Obispo Organizational ChartBOARD OFCOMMISSIONERSExecutive DirectorProgramIntegritySpecialistDirectorofResident ServicesResident ServicesCoordinatorResident ServicesAssistant (.5)Hidden CreekResident ServicesAssistantDirectorofConstruction andDevelopmentCapitalImprovementsAdministratorDirector of FinanceDeputy DirectorAccountingManagerHR ManagerFinance Specialist IAccountingSpecialistDirector of HousingManagementMaintenanceManagerService TechnicianHousingMaintenance (5)HousingMaintenance(1 at .5)GroundsMaintenance (2)Special Programs &ComplianceManagerPortfolio ManagerPortfolio ManagerLeasing SpecialistAffordable HousingAssistant (2)PropertySupervisor,BrizzolaraPropertySupervisor, Del RioTerracePropertySupervisor, 860 onthe WyeProperty Supervisor,Iron WorksProperty Supervisor,Hidden CreekResident Manager,Hidden CreekResident Manager,Anderson HotelHousing SpecialistsII (6)AdministrativeSupport ManagerHousingInspector/LandlordOutreachHousing AssistantsII (4)Front OfficeReceptionistSpecial Assistant tothe Exec. Dir. 4 MANAGEMENT’S DISCUSSION AND ANALYSIS This section of the Housing Authority of the City of San Luis Obispo’s annual financial report presents a discussion and analysis of the financial activities of the Authority for the fiscal year ended September 30, 2022. We encourage readers to consider the information presented here in conjunction with additional information that we furnished in our letter to the Board of Commissioners. The following management discussion and analysis (MD&A) will discuss the results of the Authority’s operations. Key financial information for the current fiscal year will be compared with those of the prior year. Financial Highlights The assets and deferred outflows of resources of the Authority exceeded its liabilities and deferred inflows of resources at the close of fiscal year 2022 by $120,415,508 as opposed to $111,284,747 for fiscal year 2021, an increase of $9,130,761. Total assets and deferred outflows of resources at September 30, 2022 were $150,061,861. Of this, $24,641,934 represents current assets, $122,656,452 represents non-current assets, and $2,763,475 represents deferred outflows of resources. Total assets and deferred outflows of resources at September 30, 2021 increased by $10,173,878 from the September 30, 2021 balance of $139,887,983. Total liabilities and deferred inflows of resources at September 30, 2022 were $29,646,353. Of this, $904,728 represents current liabilities, $11,455,242 represents non-current liabilities, and $17,286,383 represents deferred inflows of resources. Total liabilities and deferred inflows of resources at September 30, 2022 increased by $1,043,117 from the September 30, 2021 balance of $28,603,236. Capital assets (net of accumulated depreciation) for the fiscal year 2022 increased by $16,531,208 from $127,898,670 at September 30, 2021 to $44,429,878 at September 30, 2022. Capital assets are reflected at cost, less accumulated depreciation for all purchased capital assets. Net position of the Authority at September 30, 2022 was $120,415,508. This represents an increase of $9,130,761 from the Authority’s net position of $111,284,747 at September 30, 2021. The Authority’s primary sources of revenue are governmental grants and rents collected from the Authority’s owned units. These combined amounts totaled $45,298,493 for fiscal year 2022, as compared to $52,132,338 for fiscal year 2021; a decrease of $6,833,845. The major program expenditure, as reflected on the Combined Statement of Revenues, Expenses, and Changes in Net Position, was for housing assistance payments. There was $32,662,462 of housing assistance payment expenses for fiscal year 2022. This represents an increase of $5,102,414 over the $27,560,048 of housing assistance payments for fiscal year 2021. 5 Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the Authority’s basic financial statements, which are comprised of a Statement of Net Position, Statement of Revenues, Expenses, and Changes in Net Position, Statement of Cash Flows and Notes to the Financial Statements. Fund Financial Statements A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The Authority uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Some programs are required to be established by the United States Department of Housing and Urban Development (HUD). However, the Authority also administers other programs to help it control and manage money for particular purposes or to show that it is meeting legal responsibilities for using grants and other moneys. All of the funds of the Authority are classified as an enterprise housing fund as a result of GASB 34. Enterprise funds account for activities similar to those found in the private sector, where the determination of net income is necessary or useful to sound financial administration. They are reported using the full accrual method of accounting in which all assets and all liabilities associated with the operation of these funds are included on the Statement of Net Position. The focus of enterprise funds is on income measurement, which together with the maintenance of equity, is an important financial indication. The Statement of Net Position presents information on the Authority’s assets and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the Authority is improving or deteriorating. The Statement of Revenues, Expenses, and Changes in Net Position presents information showing how the Authority’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods. The Statement of Cash Flows presents the change in the Housing Authority’s cash and cash equivalents during the most recent fiscal year. The Notes to the Financial Statements provide additional information that is essential to a full understanding of the data provided in the fund financial statements. 6 Supplemental Information The schedule of expenditures of federal awards and schedule of funding progress for OPEB as well as pension information are presented for purposes of additional analysis as required by the audit requirements of Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), and Governmental Accounting Standards Board Statements. These schedules can be found in the Required Supplemental Information section of this report. Financial Analysis The Authority uses funds to help it control and manage money for particular purposes. A portion of the Authority’s net position reflects the investment in capital assets (e.g. land, buildings and improvements, furniture, equipment and machinery). The Authority uses these capital assets to provide services to clients; consequently, these assets are not available for future spending. Economic Factors The Housing Authority is primarily dependent upon HUD for the funding of operations. Therefore, the Housing Authority is affected more by the federal budget than by state or local economic conditions. Changes in HUD grants affect the number of households that can be assisted under these federally funded programs on an ongoing basis. Budgetary Highlights An agency-wide budget was prepared for the fiscal year ended September 30, 2022. The budget was primarily used as a management tool. Budgets are prepared in accordance with the accounting procedures prescribed by the applicable funding agency and revised during the year as appropriate. There are some slight variances and the budget comparison to actual can be found just after the statement of comparative activities. Analysis of the Changes in Government-wide Net Position The Authority’s net position increased by $9,130,761 during the fiscal year 2021 - 2022. The changes in the Authority’s specific revenue and expense accounts are reflected in the following Comparative Statement of Net Position and the Comparative Statement of Revenues, Expenses, and Changes in Net Position. 7 Housing Authority of the City of San Luis Obispo Comparative Statement of Net Position September 30, 2022 Increase Percent 202 202 (Decrease) Change Assets and Deferred Outflows of Resources Current Assets $ 31,667,725 $ 32,699,493 ($1,031,768) -3.16% Assets held for resale 2,974,209 17,225,633 (14,251,424) -82.7% Long-term notes receivables 77,803,248 60,840,133 16,963,115 27.9% Capital assets, net of accumulated depreciation 44,429,878 27,898,670 16,531,208 59.3% Deferred outflows of resources 2,763,475 1,224,054 1,539,421 125.8% Total assets and deferred outflows of resources 150,061,861 139,887,983 10,173,878 7.3% Liabilities and Deferred Inflows of Resources Current Liabilities 904,728 2,075,609 (1,170,881) -56.4% Noncurrent liabilities 11,455,242 22,545,024 (11,089,782) -49.2% Deferred inflows of resources 17,286,383 3,982,603 13,303,780 334.0% Total liabilities and deferred inflows of resources 29,646,353 28,603,236 1,043,117 3.6% Net Position Net investment in capital assets 44,429,878 27,898,670 16,531,208 59.3% Restricted 750,371 750,371 - 0% Unrestricted 75,235,259 82,635,706 (7,400,447)-9.0% Total Net Position $120,415,508 $111,284,747 $ 9,130,761 8.2% 8 Housing Authority of the City of San Luis Obispo Comparative Statement of Revenues, Expenses, and Changes in Net Position Year Ended September 30, 2022 Increase Percentage 2022 2021 (Decrease)Change Operating Revenues Grants $ 37,496,834 $ 45,449,384 $ 16,893,673 59.2% Rents 1,456,655 1,466,009 130,735 9.8% Other 6,345,004 5,216,945 2,118,961 68.4% Total operating revenues 45,298,493 52,132,338 19,143,369 58.0% Operating Expenses Administration 1,934,648 5,540,088 (3,605,440) -65.1% Utilities 170,858 180,722 (9,864) -5.5% Maintenance 1,089,648 1,001,423 88,225 8.8% Tenant services 511,812 367,586 144,226 39.2% General 1,518,612 1,349,941 168,671 12.5% Housing assistance payments 32,662,462 27,560,048 5,102,414 18.5% Depreciation 323,216 192,146 131,070 68.2% Total operating expenses 38,211,256 36,191,954 2,019,302 5.6% Operating income (loss) 7,087,237 15,940,384 (8,853,147)-55.5% Non-Operating Revenues (Expenses) Interest income 2,022,925 2,038,160 (254,534)(11.1)% Interest expense (126,154)(73,939)(60,642)456.1% Gain (loss) on investment in partnership 146,753 3,750 3,750 100.0% Pension expense -(85,588)85,588 100.0% Net non-operating revenue 2,043,524 1,882,383 161,141 8.6% Change in net position 9,130,761 17,822,767 (8,692,006) -48.8% Total net position, beginning 111,284,747 93,461,980 17,822,767 19.1% Total net position, ending $ 120,415,508 $ 111,284,747 $ 9,130,761 8.2% 9 Housing Authority of the City of San Luis Obispo Changes in Capital Assets (Net of Accumulated Depreciation) September 30, 2022 The following presents the changes in capital assets (net of accumulated depreciation) versus the prior fiscal year. Increase Percentage 2022 2021 (Decrease)Change Non-depreciable Assets: Land $30,331,097 $23,377,030 $ 6,954,067 29.7% Construction in progress 2,826,965 -2,826,965 100.0% Depreciable Assets: Buildings and improvements (net)11,132,934 4,322,840 6,810,094 157.5% Equipment (net)138,882 198,800 (59,918)-30.1% Total $44,429,878 $12,738,407 $ 31,691,471 248.8% For additional information pertaining to capital assets see Note 6. The following presents the changes in long-term debt versus the prior fiscal year. Housing Authority of the City of San Luis Obispo Changes in Long-Term Debt September 30, 2022 Increase/ Percentage 202 2021 (Decrease) Change Notes Payable $ 4,436,880 $ 4,467,836 $ (30,956) -0.7% For additional information pertaining to long-term debt see Note 7. Requests for information This financial report is designed to provide citizens, taxpayers, and creditors with a general overview of the Housing Authority’s finances and to show the Housing Authority’s accountability for the money it receives. Questions concerning any of the information provided in this report or request for additional financial information should be addressed to the Finance Director at the Housing Authority of the City of San Luis Obispo, 487 Leff Street, San Luis Obispo, California 93401. 10 HOUSING STABILITY EXPENSES Name Blanca Arroyo Department Supportive Housing Program- HASLO Email Bvillalba@haslo.org Approved by Supervisor EXPENSES Category Details Amount Transportation Bus and Gas Vouchers $2,000 Hunger/Malnutritio n Emergency Meals, Groceries Gift Cards, Food Pantry $5,000 Transitional Housing Furniture, mattress, cleaning supplies, clothing/shoes, house essentials, $8,000 Incentives Gift cards (coffee, restaurants) trainings and uniforms-work related, self-care (gym, spa, haircuts) $5,000 Total 20,000 ______________________________________________________________________________________________ Diversity, Equity, and Inclusion Supportive Housing Statement The Supportive Housing Department is committed to working on promoting the economic and social well-being of our community. While promoting diversity, equity and inclusion in our marginalized communities. Our mission is to create an environment within which all persons can enjoy equal rights and opportunities to housing regardless of race, religion, sex, national origin, sexual orientation, age, disability or mental health. The mission of Supportive Services is to prevent homelessness in our community. We w ant our residents to be successful in their housing journey. We value the contributions of our residents and see these contributions as the foundation of a healthy and vibrant community. These values are essential to our mission to assist and advocate for our residents, who are transitioning from homeless or at risk of losing their homes due to financial hardship. This will help to reduce generational trauma and the adverse childhood effects that result in homelessness for many of our residents. • Supportive Housing is committed to performing diversity, equality, and inclusion. To do this, we will: • Facilitate programs that are collaborative, respectful, and driven by participants’ needs. • Create environments where people feel empowered, safe to obtain vital services without judgment. Supportive Housing recognizes that building and sustaining diversity, equity, and inclusion requires an ongoing and evolving process. To continue to embed equity into our daily work, we will engage in honest conversations, seek guidance from participants a nd the community, and continuously educate ourselves on harm reduction, trauma informed care, and housing first principles. Ensure that the Supportive Housing Case Managers are trained to recognize and provide interventions, referrals, and care for both mental health and substance use disorders. We are committed to advocating for change and standing strongly for equ ality and ______________________________________________________________________________________________ inclusion in all aspects of life. Our overall plan goal is to reduce the number of people experiencing housing eviction and marginalization/discrimination.