HomeMy WebLinkAbout06/02/2009, B4 - AFFORDABLE HOUSING AWARDS FOR JUDSON TERRACE HOMES, AIDS SUPPORT NETWORK, AND SLO COUNTY HOUSING TR council
j Agenda REpoat 1w.N.�.
13
C ITY OF SAN L U I S O B I S P O
FROM: John Mandeville, Community Development Director
Prepared By: Michael Codron, Housing Programs Manager
SUBJECT: AFFORDABLE HOUSING AWARDS FOR JUDSON TERRACE HOMES,
AIDS SUPPORT NETWORK, AND SLO COUNTY HOUSING TRUST
FUND.
RECOMMENDATION
Adopt a resolution approving Affordable Housing Fund (AHF) awards for Judson Terrace
Homes, AIDS Support Network (ASN) and SLO County Housing Trust Fund (HTF), as follows:
1) Approve an award for termite treatment at Judson Terrace Homes in the amount of
$45,000.
2) Approve an award for ASN in the amount of$82,780 to create a new, one-bedroom, low-
income apartment unit and extend the term of affordability for three existing units to 55
years.
3) Approve an award of$30,000 for HTF to be used for operating support.
DISCUSSION
The Affordable Housing Fund has been collected from commercial and residential developers to
meet the City's Inclusionary Housing Ordinance"in-lieu" of those developers providing actual
housing units. State planning and zoning law requires the fund to be used only for the purpose
that it was established — to support affordable housing in the City of San Luis Obispo. These
funds are awarded at the Council's sole discretion and should be allocated in a way that
maximizes the number of units created, consistent with other relevant City housing policies and
programs.
Overview of AHF Award Requests
1. Judson Terrace Homes
Judson Terrace Homes has requested $45,000 to perform termite treatment on a total of 13
existing buildings at their 3000 Augusta Street location (Attachment 1). The application was
originally made through the Community Development Block Grant (CDBG) program, however,
with limited CDBG funding available it was suggested during the Council's CDBG public
hearing that the project could be funded through the AHF. The project is eligible for assistance
because it is improving affordable housing in the City's inventory.
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Affordable Housing Fund Awards Page 2
Judson Terrace Homes provides 107 affordable apartments for residents 62 years of age and
older. 21% of the residents have income that is between 51% and 80% of the County median
income, which meet the definition of low-income. 79% of the residents have income in the very-
low category, which is 50% or less of the County median income. 22% of these residents have
income that is less than 30% of the County median meeting the definition of extremely-low
income.
The City's Housing Element (HE) recognizes that the high cost of developing new affordable
housing is very restrictive and includes policies and programs to encourage the maintenance and
rehabilitation of existing affordable housing in the City. For instance, HE Policy 3.5.4
encourages the preservation and rehabilitation of affordable housing such as Judson Terrace
Homes. In addition, HE Table 6 establishes Quantified Objectives for rehabilitation,
preservation and conservation of affordable housing units. Projects such as the proposed termite
treatment and repair at Judson Terrace Homes keep the City's affordable housing stock in sound,
safe condition and avoid the risk of losing affordable housing to disrepair. Judson Terrace
Homes management can leverage the City's AHF award with other grants, donations and
operating funds to cover the full cost of the repair project.
2. Aids Support Network (ASN)
The ASN property is located on 345 High Street and is currently developed with a two-bedroom
home and two studio apartments. The proposed ASN project (Attachment 2) would create one
new low-income unit and would extend the term of affordability for three existing units for an
additional 55 years. A detailed estimate for the project indicates that the construction work can
be completed for$82,780.
The proposal involves remodeling the existing two-bedroom unit into two, one-bedroom units.
ASN has found over the years that their clients are better served if they have their own units. The
Community Development Director has determined that the project can be approved through the
construction permit process because the architectural changes to the building are very minor.
The project includes a 12% density bonus because the City's method for calculating density
counts a two-bedroom dwelling as 1.0 density unit, whereas two, one-bedroom dwellings
comprise 1.32 density units. The project is entitled to a 25% density bonus under the City's
Affordable Housing Incentives (SLOMC 17.90)because all of the units are affordable.
The property was purchased by ASN in 1999 with the assistance of City CDBG funding. At that
time, ASN entered into an affordability agreement with the City to insure that the units would
remain affordable for a term of 30 years. The existing agreement is ten years old and would
expire in 2029. The new agreement would extend the term of affordability for these units to
2064, an additional 35 years.
3. San Luis Obispo County Housing Trust Fund(HTF)
HTF has requested $30,000 to support operating expenses for 2009 (Attachment 3). HTF
provides three key services that benefit affordable housing in the City of San Luis Obispo:
financing, technical assistance and advocacy. HTF staff serve as a resource to City staff working
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Affordable Housing Fund Awards Page 3
with developers on affordable housing projects. In particular, HTF is expected to play a central
role in financing the Wineman Hotel rehabilitation project. HTF is also working with HASLO to
help finance the Moylan Terrace project.
At this time, HTF has not financed any affordable housing projects in the City, but is working
towards that end. For example, HTF is currently seeking funds to start a down payment
assistance program for low income, first-time homebuyers. The City also has a first-time
homebuyer program for low income households,but the funding for this program is not sufficient
to bridge the gap between the market price and the affordable price. If an additional source of
funds can be made available for these first-time homebuyers, the program could help the City
achieve its quantified objectives for low income, single-family homes or condominiums.
The AHF has been used to support the operating costs of the HTF in the past, for a total of
$120,000. The proposed $30,000 award would bring total City support for the HTF to $150,000.
Most of the cities and the County of San Luis Obispo have provided some financial support to
the HTF in the past. The City's AHF awards constitute the second largest source of support for
operating expenses among the government agencies. SLO County is HTF's largest government
supporter with over$475,000 committed since 2003.
Award Criteria
In making its recommendations to the City Council for how AHF funds should be allocated, City
staff considers Council adopted criteria including eligibility, need, suitability, timing, financial
effectiveness and readiness (Attachment 4, Council Resolution No. 9263). The following is an
overview of how well each project meets the criteria.
Eligibility: The project will increase or improve the City's affordable housing inventory and
promote General Plan policies regarding housing, as follows:
Judson: The project will help preserve and improve 107 affordable housing units.
ASN: The project will create one affordable housing unit and extend deed-restrictions on
three other units for an additional 35 years.
HTF: The proposal does not create any units on its own, but HTF improves the City's
capacity for providing affordable housing, provides technical assistance to City staff and
developers of affordable housing in the City, and HTF advocates for affordable housing
projects, consistent with City policy.
Need: There exists a substantial or overarching need for the type of unit to be assisted, as
follows:
Judson: The project provides affordable housing for senior citizens at the low and very-
low income range.
ASN. The project will create an additional low-income unit in a neighborhood setting,
and will insure the affordability of four units on the site until 2064.
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Affordable.Housing Fund Awards Page 4
HTF: The HTF contributes to affordable housing at the very-low, low and moderate
income ranges.
Suitability: The project to be assisted is appropriate for its location both in terms of land use and
design, as follows:
Judson: Judson Terrace Homes is an existing project.
ASN: The proposal does not involve significant changes to the site or its surroundings
and will involve minimal changes to the exterior of the existing building.
HTF: This criteria would be evaluated for any future HTF affordable housing projects in
the City of San Luis Obispo that also receive an AHF grant.
Timing: The project would better serve the City's needs if it were built immediately as opposed
to later, as follows:
Judson: Termite treatment and repair should not be delayed because termite treatment
has been deemed necessary and if the project is delayed the required repairs could become
more extensive.
ASN: The project should be funded now so because ASN has a current need for the
additional dwelling unit, to better serve its clients.
HTF: Funding should be provided now so that HTF has adequate funds to cover
operating expenditures during the 2009 calendar year.
Financial Effectiveness: But for the requested funding, the project would not be feasible; or the
project leverages significant additional funding from other sources, as follows:
Judson: Judson Terrace Homes has limited ability to fund its projects through rents and
grant funding from HUD. Their recent CDBG application to the City was not approved,
and the project will not be feasible in the near term without AHF support.
ASN: ASN applied for CDBG funding and was not approved. The amount of funding
needed for the project exceeds ASN's fundraising ability and the project will not be
feasible without AHF support
HTF.- The City's AHF award would leverage significant additional funding from other
sources. As shown in Attachment 3, a total of$1.22 million has been provided to HTF
for operating support since 2003.
Readiness: All of the proposed projects have all of their necessary discretionary approvals and
are ready to move forward.
Status of the Affordable Housing Fund
An updated status report on the AHF is attached (Attachment 5). The report indicates that if all
proposed allocations are approved by the City Council, the fund will retain over $638,686 to
allocate to future affordable housing projects. This amount takes into account the recent awards
granted by the Council to Habitat for Humanity and Wineman Hotel, LLC, and is lower than
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Affordable Housing Fund Awards Page 5
expected because of the larger award approved for the Wineman Hotel Rehabilitation Project.
However, that larger reward also secured more deed-restricted, very-low income units, so the
overall efficiency of the fund use is still very high.
Current Requests/Proposed Allocations AHIF Available Balance$1,796,466
Villages at Broad(ROEM Development) 42 units $1,000.000
Judson Terrace Homes $45,000
AIDS Support Network 1 unit $82,780
SLO County Housing Trust Fund $30,000
Current Requests 43 units $1 157 780
Net Available for New Programs if All Current Requests Approved $638,686
This agenda report includes recommendations for funding all of the current requests listed in the
table above, except the $1 million request from ROEM Corporation to build 42 affordable units
within the Villages at Broad mixed-use project. More information about this proposal will be
provided to the City Council as part of the staff presentation during the June 2°d meeting.
The attached resolution (Attachment 6) recommends funding for a total of $157,780. The
proposed funding amounts to 8.7% of the funds currently available to be allocated to new
projects. This amount of funding can be restored after four to six months of building permit
activity.
During fiscal year 2008-09, the City has collected $465,700 in affordable housing in-lieu fees.
Staff estimates that there are an additional $500,000 of in-lieu fees pending permit issuance for
projects that may be stalled due to the current economic recession. Based on this backlog, staff is
conservatively estimating that in-lieu fees collected during 2009-10 will be at least $350,000.
FISCAL IMPACTS
The recommended allocation would be paid out of the Affordable Housing Fund, which consists
of in-lieu fees collected under the City's Inclusionary Housing Ordinance. The fund may only be
used for projects or purposes that create or support affordable housing within the City of San
Luis Obispo. Based on prior expenditures and pending commitments, there will be a balance of
$1.2 million remaining in the AHF after this award. The project will have no impact on the
General Fund.
ALTERNATIVES
1. Do not authorize an AHF award for the proposed projects. This action is not
recommended because the projects appear to meet the criteria for AHF assistance.
2. Approve an AHF award for a different amount. The City Council can approve an
award for a different amount than the recommendation.
,0'5_
Affordable Housine Fund Awards Pase 6
3. Continue consideration of the proposed award. The City Council can direct staff to
return with additional information regarding the project so that a final decision on the
award amount can be made.
ATTACHMENTS
1. Judson Terrace Homes funding request
2. AIDS Support Network funding request
3. Housing Trust Fund funding request
4. Council Resolution No. 9263
5. Affordable Housing Fund Status Report
6. Draft Council Resolution
G:\CD-PLAN\MCODRON\Housing\AHFA Wards\6-2CAR(revised).doe
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Attachment 1
JUDSON TERRACE HOMES
Roger C. Pump
Retirement Community Manager;
3000 Augusta Street San Luis Obispo, California 93401 • Telephone (805) 544-1600
April 8, 2009
City Council
City of San Luis Obispo
9.19 Palm St.
San Luis Obispo, CA 93401
RE: Request for Grant of$45,000 for Judson Terrace Homes from the
City of San Luis Obispo Affordable Housing Fund
Dear Members of the City Council:
Following up on the recommendations of the San Luis Obispo City
Community Development Department and City Council, Judson Terrace
Homes is requesting a grant of$45,000.00 from the Affordable Housing
Fund to be used for terminate control and wood replacement.
As we have stated in our CDBG application, as well as in statements to the
Human Relations Commission and the City Council, we believe that it is.-
wise and cost effective use of affordable housing funds to preserve the
housing which we currently have in order to maximize the useful life of
these retirement communities. Like many older affordable housing
communities, Judson Terrace is finding that it is difficult to keep up with
maintenance needs from resident rents and HUD subsidies alone. Therefore,
we-are also utilizing many volunteers and obtaining additional sources of
funding from foundations and government grants to ensure that our property
is maintained well and available for future generations of seniors.
As you know, Judson Terrace Homes applied for a Community
Development Block Grant (CDBG) for this purpose for the funding year of
2009. When this matter recently came before the City Council, the
Community Development Department did not recommend Judson Terrace
Homes for funding, but instead recommended that Judson Terrace apply to
the Affordable Housing fund for this project. The Human Relations
(B Non-Sectarian Services in Retirement Living
'FUMES Managed by American Baptist.Homes of.the West
Attachment 1
Commission, however, did recommend 2009 CDGB Funding. They City
Council voted to not include Judson Terrace in the 2009 round of funding,
but recommended that we apply for the city Affordable Housing funds and
indicated that they would be supportive of our application. Likewise, the
Community Development Department has indicated support for this
application. Therefore, we are now making that request.
We would note that this application is consistent with the city's Housing
Element Policy 3.5.4 which lists the "preservation' of housing as a priority
and also the Housing Element Program 3.6.4 which lists the maintenance of
safe housing as a valid use of city housing funds. We believe that this use is
also consistent with the award criteria established by the City Council for
allocating Affordable Housing Funds, especially Section 1, 1.. Eligibility—to
"increase or improve the city's affordable housing inventory and Section 1,2.
Need —"There exists a substantial or overarching need for the type of
housing to be assisted"
We have updated the previous CDBG application and included it with this
letter because it contains details and information which may be of interest.
The revisions are primarily in two areas:
1. A more recent inspection by Clark Pest Control has set the cost at
$53,715, which is an increase of$10,458 over our estimate in the previous
CDBG application of$43,257. We are therefore requesting a grant of
$45,000 from the City and Judson Terrace has increased the amount it will
provide to $8,715. (Essentially, we are asking that the City split the
additional cost with Judson Terrace.)
2. We increased the Milestones to give us more time to get two or three
bids on this work. Even though pest control companies will usually charge
for the inspections, it is likely that we will pay the added expense to make
sure the bids are competitive and we feel that this could take additional time.
Attached is also a copy of the most recent inspection from Clark Pest
Control dated 10/13/08.
Finally, on behalf of the residents, the Board of Directors, and the staff of
Judson Terrace Homes, we thank you for your consideration of our request.
The City of San Luis Obispo has always been generous to Judson Terrace
B�-8'
Attachment 1
and we are grateful for all of the support which you have given us. We
believe that many low income senior's lives have been made better by the
housing and services we have together provided for them.
Sincerely,
Roger C. Jump
Administrator
Attachments:
2009 CDBG Application - revised
Clark Pest Control Inspection— 10/13/08
� L�
COMMUNITY DEVELOPMENT BLOCK GRAN *MtJM
APPLICATION FOR THE 2009 PROGRAM YEAR
SAN LUIS OBISPO COUNTY DEPARTMENT OF PLANNING AND BUILDING
976 OSOS STREET • ROOM 200 • SAN LUIS OBISPO • CALIFORNIA 93408 • (805)781-5600
Promoting the Wise Use of Land o Helping to Build Great Communides
Organization Name: Judson Terrace Homes
(Attach additional sheets if necessary)
To be considered for CDBG assistance, please submit this completed application with any exhibits, budgets
or beneficiary data as needed. Applications can be mailed to one of the participating jurisdictions listed in
this application or to: Tony Navarro, Planner III, Department of Planning and Building, 976 Osos Street,
Room 300, San Luis Obispo, CA., 93408 or hand delivered to Tony Navarro at 1035 Palm Street, Room
370, San Luis Obispo, CA., faxed to (805) 781-5624, or e-mailed to tnavarro@co.slo.ca.us. The
application deadline is 5:00 P.M., Tuesday, October 14, 2008. Applications must be received by the
County or one of the participating cities (Arroyo Grande, Atascadero, Grover Beach, Paso Robles, San Luis
Obispo) prior to close of the business day. POSTMARKED DATED MAIL RECEIVED AFTER THE
DEADLINE WILL NOT BE ACCEPTED.
NOTE:
(1) Please review the CDBG regulations and guidelines and the Request for Proposals before
completing this proposal. The CDBG regulations are available at www.sloplanning.org
under"Housing Grants." Also,please call County and/or city CDBG staff with any questions
about how to complete the form or about the rating criteria and process,
(2) If the information for any of the questions below requires more room to provide
a complete explanation of your proposed project or program, please attach additional sheets.
CONTACT INFORMATION
1. Name and mailing address of applicant organization, with contact person, phone and fax
numbers, and e-mail address:
Name: Judson Terrace Homes
Address (mailing and physical address requested if different):
3000 Augusta St
San Luis Obispo, CA 93401
Contact person/title
Roger C. Jump, Administrator
Phone: (805)544-1600
Fax: (805)544-1645
E-mail address: rjump@abhow.com
A
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 1 OF 12
APPLICATION FOR FUNDING DURING 2009 PROGRAM YEAR APRIL 7,2009
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
Attachment 1
Is the organization a Faith Based Organization? Yes X No ❑
PROJECT DESCRIPTION
2. Title/name/address of proposed project or program:
Preservation of Affordable Housinli for low income elderly residents
Judson Terrace Homes,3000 Augusta St.,San Luis Obispo, CA 93401
3. Please describe the proposed project or program. In one or two short paragraphs, include a brief
project/program description, the groups who will benefit and an explanation of how they will benefit
from the proposed project or program. For projects, describe the location of the project (be as specific
as possible, e.g. street address). For programs, state the location from which the program will be
operated and/or describe the geographic area served by the program. Also, please include a schedule of
project/program milestones.
Judson Terrace Homes first opened its doors at 3000 Augusta Street in the City of San Luis Obispo
in October 1, 1970. Our non-profit, non-sectarian affordable housing community comprised of 107
apartments, has been serving generations of elderly, low income County residents for 38 years. The
property is near the corner of Augusta Street and Laurel Lane. It runs parallel to Johnson Avenue
(map attached). Judson Terrace Homes is a Section 202 project funded by the U.S. Department of
HUD.
The residents are all 62 years and older. The median age of our residents is 80. Their primary source
of income is Social Security and some have small pensions as additional income. 21% of our residents
earn between 51%-80% of the County median income. 79% earn no more than 50% of the County
median income. 22% of this group fall in the "extremely low income" category,. those earning no
more than 30% of the County median. All these residents, who are among the most vulnerable of all
County residents, are those who will benefit from the project proposed herein.
Due to the age of the property (38+years), there are increasing replacement needs. Resident rents
including HUD subsidies alone are not adequate to keep up with all of the needs. HUD has requested
that we seek other sources of funding to assist with these physical needs. One of the greatest threats
to the preservation of Judson Terrace Homes is termite and dry rot damage. An inspection done by
Clark Pest Control dated 10/13/08 details $53,715.00 in needed treatment and wood replacement.
Due to a lack of funds,we have not been able to proceed with the work and are seeking
CDBG assistance with the funding to prevent further deterioration of the buildings which house our
residents.
.Proiect Milestones
Obtain Grant(Contract signed by all parties)—Day 1
Secure completed bids by Day 60
Review and execute contract by Day 90
Commence work by Day 120
Complete work by Day 160 13 J r
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 2 OF 11
APPLICATION FOR THE 2009 PROGRAM YEAR APRIL 7,.2009
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
Attachment 1
4. Will the services offered by your organization increase or expand as a result of the CDBG
assistance? If yes, please answer the following questions:
This proposed project is directed at the preservation of a beautiful property which houses 110
current residents. If the property is not cared for and maintained, the useful life will be reduced
and future generations who might have been cared for at Judson Terrace may not have access to
affordable housing. Yes, this project will expand the useful life of this affordable housing
community.
a. What new programs and/or services will be provided?
Future generations of low to extremely low income residents will be provided with affordable
housing and services. Without this assistance; the property may not exist as far into the future for
low income seniors.
b. Describe how existing programs and/or services will be expanded and what percentage of an
increase is expected?
The useful life of the project would be extended many more years into the future and many
future low income seniors will be cared for......this could easily expand the useful life of Judson
Terrace for 20 more years and as many as 20-50% more low-income seniors could benefit.
5. Check any of the following eligible activity categories that apply to the proposed project or
program: (Refer to CDBG regulations and the Guide to Eligible CDBG Activities).
Acquisition of real property
Disposition of real property
Public facilities and improvements (may include acquisition, construction,
reconstruction, rehabilitation or installation)
Privately owned utilities
Clearance and remediation activities
Public services
Interim assistance
Relocation of individuals, families, businesses, non-profit organizations, and/or farms
Loss of rental income
Removal of architectural barriers
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 3 OF 11
APPLICATION FOR THE 2009 PROGRAM YEAR APRIL 7,2009
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
' Attachment 1
X Housing rehabilitation
New housing construction (under limited circumstances)
Homeownership assistance
X Housing services
Code enforcement
Historic preservation
Commercial or industrial rehabilitation
Special economic development
Technical assistance and planning studies
6. Describe the need and the degree of urgency for the proposed project or program.
What would be the consequences if the proposed project or program is not funded in
the nextyear?
Each year this termite control and wood replacement work is delayed will threaten the longevity
of the physical facility and allow for further deterioration of the structures. The work can be done 2
years or 5 years into the future, but the costs will be multiplied. The most cost-effective strategy is to
correct the problems as early as possible; the least cost-effective method is to wait until the
deterioration is greater and more expensive to correct.
7. Please describe the specific organizational method used to implement the proposed
project or program (single or multiple group, public agency, non-profit, for-profit,
experience in operating similar'programs, etc.):
A reputable licensed pest control company will perform the work according to specifications
which we require. Our Management Agent, American Baptist Homes of the West, routinely
requires references, scope of work and specifications, proof of worker compensation, liability, and
auto insurance for the contractor, and an AIA Contract to be executed for contracts over
$109000.00.
8. Does the project require the issuance of a permit(from local,state or federal agencies)?
Yes ❑ No XIX
a. If yes,please identify the permits necessary to complete the project.
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 4 OF 11
APPLICATION FOR THE 2009 PROGRAM YEAR APRIL 7,2009
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
Attachment 1
b. Have the necessary permits been issued? Please provide proof of permit issuance.
N/A
C. If permits are required but not yet obtained,when will the permits be issued?
N/A
NATIONAL OBJECTIVES CRITERIA
9. Does the proposed project or activity meet one of the three national objectives of the
CDBG program? Please check one of the objectives below that applies to the
proposal, and explain how the project or activity meets that national objective.
.a. Benefits low-and moderate-income persons as defined by the U.S. Department of
Housing and Urban Development (HUD).
Select one:
❑ Low/Moderate-Income Area Benefit— The project serves only a limited area which is proven
by 2000 Census data or survey to be a predominately (51% or more) low/moderate income area.
Applicants choosing this category must be able to prove their project/activity primarily benefits
low/moderate-income households.
X❑ Low/Moderate-Income Limited Clientele — The project benefits a specific group of people
(rather than all areas in a particular area), at least 51% of whom are low/moderate-income persons;.
Note: Income verification for clients must be provided for this category. The following groups are
presumed to be low/moderate-income: abused children; elderly persons; battered spouses; homeless
persons; adults meeting census definition of severely disabled; persons living with AIDS; and
migrant farm workers
X❑ Low/Moderate-Income Housing — The project adds or improves permanent residential
structures that will be/are occupied by low/moderate-income households upon completion.
❑ Low/Moderate-Income Jobs — The project creates or retains permanents jobs, at least 51% of
which are taken by low/moderate-income persons or considered to be available to low/moderate-
income persons.
Explains Judson Terrace serves only low-income elderly residents — not just
51%, but 100% are low income, very low income, or extremely low income.
NOTE: To meet this national objective, the proposed activity must benefit a specific
clientele or residents in a particular area of the County or participating city, at least 51
percent of who are low- and moderate-income persons.
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE.5 OF 11
APPLICATION FOR THE 2009 PROGRAM YEAR APRIL 7,2009
SAN LUIS OBISPO COUNTY PLANNING$BUILDING SLOPLANNING.ORG
--Attachment 1
b. Aids in the prevention or elimination of slums or blight.
Explain:
Select one:
❑ Addressing Slums or Blight on an Area Basis -
❑ Addressing Slums or Blight on a Spot Basis — This project will prevent or eliminate specific
conditions of blight or physical decay. Activities are limited to clearance, historic preservation,
rehabilitation of buildings, but only to the extent necessary to eliminate conditions detrimental to
public health and safety.
Is the project located in a Redevelopment Area? Yes ❑ No X❑
If yes, attach a map of the area with the site highlighted, and provide the Redevelopment Project
Area (excerpts accepted) which documents the existence of slum/blight. Also, document the specific
redevelopment objectives pertaining to the proposed project.
NOTE: To meet this national objective, the proposed activity must be within a designated
slum or blighted area and must be designed to address one or more conditions that
contributed to the deterioration of the area.
C. Meets community development needs having a particular urgency where existing conditions
pose a serious and immediate threat to the health or welfare of the community, and no other funding
sources are available, i.e., a major catastrophe such as a flood or earthquake.
Explain:
NOTE: To meet this national objective, the proposed activity must deal with major
catastrophes or emergencies such as floods or earthquakes.
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 6 OF 11
APPLICATION FOR THE 2009 PROGRAM YEAR APRIL 7,2009
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
Attachment
10. If the project or program is designed to meet the national objective of providing benefit to low-
and moderate-income persons, please estimate the number of unduplicated number of persons (or
households) to benefit from the project and break that estimate down by income group
(unduplicated means the number who are served, i.e., the grant will allow 25 children to
participate in preschool—not 25 children x 5 days x 52 weeks=6,500).
a. Total number of persons or households who will benefit from the project or
program (regardless of income group):
110* Persons/households (circle the applicable unit)
(*At any given time, but since this work is expected to result in an expanded life time for
Judson Terrace, the actual number would be much greater over the extended life of the facility.)
b. Of the total number of persons or households entered above, how many will be
low-income(earning 51% 80% or less of the County median-income)?
100%* Persons/households (circle the applicable unit)
c. Of the total number of persons or households entered above, how many will be
vyr low-income (earning 50%or less of the County median-income)?
79% Persons/households (circle the applicable unit)
11. Who are the clients of your organization? (Example: low- to moderate-income persons, elderly
persons,severely disabled persons, migrant farm workers, battered spouses, etc.)
Our residents are all low to extremely low income elderly age 62 or older. The average ago of
our residents is 80.
12. How will the clients benefit from this project?
The physical structures will be saved from deterioration, thereby providing quality affordable
housing for current and future generations of low-income seniors.
BENEFICIARY DATA
5LI-A7
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE OF 11
APPLICATION FOR THE 2009 PROGRAM YEAR APRIL 7,2009
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
- Attachment 1
13. How do you currently collect demographic data on the beneficiaries of the proposed project or
program? (Example: racial/ethnic characteristics)*
As a HUD facility, we are required to document applicant's eligibility for affordable housing:
Each applicant is required to fill out an application including certain types of demographic
information. Age is verified by birth certificate or a state-issued document (driver's license or state
I.D. card). Racial/ethnic data is collected directly from residents when completing their move-in
documents.
14. How do you currently document income status of each client? (Example: very low, low- and
moderate-income)*
In the application process, HUD requires owners to collect, whenever possible, third party
verification of income and assets (i.e., verification is collected directly from the source of income or
asset holder). If this is not possible,we are allowed to copy documents held by the applicant from the
sources of income or assets. Furthermore, annual management reviews are conducted by HUD
contract administrators to verify that these procedures are followed and that our findings are
accurate.
15. Provide the following information' for the person(s) in your organization responsible for the
preparation and submittal of the quarterly reports and for collecting and reporting the
beneficiary data to the Urban County.
Contact person/title: Roger C.Jump
Phone number: (805) 544-1600
E-mail address: rjump@abhow.com
*NOTE: You are required to provide beneficiary data at the end of each quarter and year end data of the
fiscal year.
If your proposal involves economic development, i.e., directly benefit a business, private property
owner, business, involves fagade improvements, provide technical assistance to a new or existing
business,job creation, loan guarantee, the beneficiary must obtain a Dun and Bradsteet (DUNS)
number that must be reported to HUD. Please contact Tony Navarro,(805) 781-5787,
tnavarro@slo.co.ca.us for information on how to obtain a DUNS number prior to incurring and
obligating the federal funds.
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 8 OF 11
APPLICATION FOR THE 2009 PROGRAM YEAR APRIL 7,2009
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
Attachment 1
FINANCIAL INFORMATION
16. Total amount of CDBG funds requested: $ $45,000
Please identify the jurisdiction(s) to which you are.applying*:
City of San Luis Obispo
If you are requesting CDBG funds from more than one jurisdiction,please break down the
amount shown above by the jurisdiction listed below.
City of Arroyo Grande: City of Paso Robles:
City of Atascadero: City of San Luis Obispo:
City of Grover Beach**: County of San Luis Obispo:
*NOTE: If you are applying to one or more cities, please provide a copy of the application to the
County by the application deadline of October 14, 2008.
** The City of Grover Beach reserves the option to award the maximum 15% of their grant funding
allocation for public service needs. However, the City will award no less than $3;000 per award.
Please submit your application accordingly.
17. Please describe the budget for the proposed project or program. Itemize all sources of funding
expected to be available and used for this project
a. Revenues:
1. CDBG Funds requested $ 45,000
2. Other Federal fund(s) (please describe below) $
3. State source(s) (please describe below) $
4. Local source(s) (please describe below) $
5. Other funds (please describe below) $ 8,715*
Total Revenues $ 53,715
* The$8,715 is from the property's operating budget for maintenance expenses.
b. Expenditures: List below by item or cost category.
13q -l�
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 9 OF 11
APPLICATION FOR THE 2009 PROGRAM YEAR APRIL 7,2009
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
Attachment 1
Please see the attached inspection by Clark Pest Control which details the termite treatment
areas,wood replacement, and cost of each item. When the grant is approved,Judson Terrace intends
to seek out additional inspections and bids and may utilize contractors separate from pest control
companies to replace the wood members. If costs are higher by the time the work is to be completed,
Judson Terrace will pay the additional costs from its Reserve for Replacement funds.
18. How do you plan to fund the operation and maintenance costs (if any) associated with this
project? Are these funds available now? If not, when will they be available? And from what
source(s)?
Once this termite and wood replacement project is completed, the primary requirement would be
to monitor and correct any future termite infestation or dry rot problems. Routine ongoing pest
control is a part of our maintenance program and many pest control problems are corrected as
they occur. Future larger pest control and wood replacement projects such as this are unknown.
19. Will CDBG funds be used to match/leverage other funds? List below funding sources and
amounts and identify award dates of these sources.
Yes, as stated above, with a CDBG of$45,000, Judson Terrace will be able to pay for amounts
over the $45,000 out of its operating budget. We simply would not be able to fund the full amount of
these costs without the above grant, but with the grant, we can fund the remainder of the costs. Our
estimate above is that we will need about$8,715 from our operating budget, but we anticipate that the
actual amount will probably be higher by the time funds actually become available.
Furthermore, on a broader scale, Judson Terrace Homes is highly subsidized by the HUD
Section 8 program by approximately$247,000 per year. Resident rents comprised $428,056 last year.
Also, Judson Terrace has received grants from the ABHOW Foundation of approximately $140,000
over the past 10 years. All repairs and replacements are usually made from these funds, so essentially
the repairs as a whole to Judson Terrace are heavily leveraged by all of these sources.
I certify that the Information In this application is true and accurate to the best of my knowledge and ability.
'V 6
/bate/
Si8 q
�� t 1
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 10 OF 11
APPLICATION FOR THE 2009 PROGRAM YEAR APRIL 7,2009
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANN ING.ORG
�1
Attachment
1
Roger C. Jump Administrator
Printed or typed name Title
Note to applicant:
The County and cities require all of the grant recipients to maintain general liability, automobile and
workman's compensation insurance with limits of not less than $1 million*. If you are successful in
obtaining an award, you will be asked to provide documentation regarding ability to provide the required
coverage.
* Liability coverage may vary by jurisdiction. Please call the-city/county contact to verify limits.
Prior to HUD's release of grant conditions and/or funds for the CDBG-funded project, a review of the
project's potential impact on the environment must be conducted by the awarding jurisdictions and
approved by the County of San Luis Obispo prior to obligating or incurring project costs. The County
must certify to HUD that it has complied with all applicable environmental procedures and requirements.
Should project costs be obligated or incurredr�ior to the completion of the necessary environmental review,
the project shall not benefit from the federal funds.
If you need assistance or have questions regarding this application, please contact any of the persons listed
below. Your application(s) can be dropped off or mailed to the following locations:
• Jim Bergman, Community Development Dept.,City of Arroyo Grande,214 E. Branch Street(P.O. Box 550),
Arroyo Grande,CA 93421, (805)473-5420.
• Valerie Humphrey,Public Works Dept.,City of Atascadero, 6907 EI Camino Real, Atascadero,CA 93422, (805)
470-3460.
• Janet Reese, Community Development Dept., City of Grover Beach, 154 S. Eighth St., Grover Beach, CA 93433,
(805)473-4520.
• Ed Gallagher,Community Development Dept., City of Paso Robles, 1000 Spring St., Paso Robles,CA 93446,
(805)237-3970.
• Michael Codron,Community Development.Dept., City of San Luis Obispo, 919 Palm St., San Luis Obispo,CA
93401, (805) 781-7175.
• Tony Navarro,Dept.of Planning and Building, 976 Osos Street, Room 300, San Luis Obispo, CA 93408,(805)
781-5787.
13�-a0
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 11 OF 11
APPLICATION FOR THE 2009 PROGRAM YEAR APRIL 7,2009
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
WOOD DESTRO' :G PESTS AND ORGANISMS INS CTIQ
Building No. street City Zip Date of Inspection I Number o
3000 Augusta St San Luis Obispo 93401-5859 10/13/08 6
Clark Pest Control A LICENSED PEST CONTROL
mono
>44 onB► OPERATOR IS AN EXPERT IN
C K : 2315 Meredith Lane, Suite M HIS/HER FIELD. ANY QUESTIONS
ORELATIVE TO S RERT
Santa Maria, CA, 93455-1144 SHOULD BE REFERR DPOTO
n�T CO�L� Tel 866.441-8793 Fax 805.739-2554 HIM/HER
Registration M PR226 Report#: 18-15609
eyed by: Property Owner and/or Party of Interest: Report sent to:
Judson Terrace Homes Judson Terrace Homes Judson Terrace Homes
3000 Augusta St 3000 Augusta St 3000 Augusta St
San Luis Obispo,CA 93401-5859 San Luis Obispo, CA 93401-5859 San Luis Obispo,CA 93401-5859
COMPLETE REPORT❑ LIMITED REPORT® SUPPLEMENTAL REPORT❑ REINSPECTION REPORT❑
General Description: Inspection Tag Posted:
Two story,apartment building,occupied,furnished,slab foundations. Utility Closet
Other Tags Posted:
An inspection has been made of the structure(s)shown on the diagram in accordance with the Structural Pest Control Act.Detached porches,detached steps,
detached decks and any other structures not on the diagram were not Inspected.
Subterranean Termites® Drywood Termites® Fungus/Dryrot® Other Findings® Further Inspection❑
B any of the above boxes are checked,It indicates that there were visible problems In accessible areas.Read thereort for details on checked items.
Key: 1=Subterranean Termites 2=Drywood Termites 3=Funcus/Drymt 4=Other Rndin s 5=Unknown Further Inspection
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Inspected By: Reginal Becerra License No.: FR37638 Signature:
You are entitled to obtain copies of all reports and completion notices on this property reported to the Structural Pest Control Board during the prec tng two years. To obtain
copies contact:Structural Pest Control Board,2005 Evergreen Street,Suite 1500,Sacramento,California,95815.3831.
NOTE:Questions or problems concerning the above report should be directed to the manager of the company. Unresolved questions or problems with services
performed may be directed to the Structural Pest Control Board at(916)561-8708,(800)737-8188 or wwwmestboard.ca.cov. 43M•41(REV.10/01)
WOOD DESTR( NG PESTS AND ORGANISMS IN ECTIO Utwhment 1
Bu2dng No. street City zipumber of Pages
Date of Iropedibn N
3000 Augusta St San Luis Obispo 93401-5859 6
Clark Pest Control A LICENSED PEST CONTROL
���� ����p� OPERATOR IS AN EXPERT IN
Kp 2315 Meredith Lane, Suite M HIS/HER FIELD. ANY QUESTIONS
Santa Maria, CA, 93455-1144 SHOULD RELATIVETHIS
REFERREDP TO
hmPEST OONTROLER1 HIM/HER.
Tel 866-441-8793 Fax 805-739-2554
Registration#:PR226 Report#: 18.15609
rdered by: Property Owner and/or Party of Interest: Report sent to:
Judson Terrace Homes Judson Terrace Homes Judson Terrace Homes
3000 Augusta St 3000 Augusta St 3000 Augusta St
San Luis Obispo,CA 93401-5859 San Luis Obispo,CA 93401-5859 San Luis Obispo, CA 93401-5859
COMPLETE REPORT❑ LIMITED REPORTS SUPPLEMENTAL REPORT❑ REINSPECTION REPORT❑
eneral Description: Inspection Tag Posted:
Two story,apartment building,occupied,furnished,slab foundations. Utility Closet
Other Tags Posted:
An inspection has been made of the structure(s)shown on the diagram in accordance with the Structural Pest Control Act.Detached porches,detached steps,
detached decks and any other structures not on the diagram were not inspected.
Subterranean Termites® Drywood Termites® Fungus(Dryrot® Other Findings® Further Inspection❑
If any of the above boxes are checked,it indicates that there were visible problems in accessible areas.Read the report for details on checked items.
Key-, 1=Subterranean Termites 2=Drywood Termites 3=Fun rot 4=Other Findings 5=Unknown Further Inspection
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Inspected By: Reginal Becerra License No.: FR37638 Signature:
You are entitled to obtain copies orae reports and completion notices on this property reported to the Structural Pest Control Board during the preceding two years. To obtain
copies contact:Structural Pest Control Board,2005 Evergreen Street,Suite 1500,Sacramento,California,95815.3831.
NOTE:Questions or problems concerning the above report should be directed to the manager of the company. Unresolved questions or problems with services
performed rwy be directed to the Structural Pest Control Board at(916)561-8708,(800)737.8188 or www pestboard m.00v. 43M-41(REV.10/01)
WOOD DESTRC VG PESTS AND ORGANISMS IN.' ---C110jf 1, 1
9uading No. Street Gly 73p Date of Inspection Number of Pages
3000 Augusta St San Luis Obispo 93401-5859 1 1 6
Clark Pest Control A LICENSED PEST CONTROL
OPERATOR IS AN EXPERT IN
CK ; 2315 Meredith Lane, Suite M HIS/HER FIELD. ANY QUESTIONS
' Santa Maria CA 93455-1144 RELATIVE TO THIS REPORT
Ferpedby:
STCONTRGLma� 1 s SHOULD BE REFERRED TO
Tel 866-441-8793 Fax 805-739-2554 HIM/HER.
Registration#: PR226 Report#: 18-15609
Property Owner and/or Party of Interest: Report sent to:
Judson Terrace Homes Judson Terrace Homes Judson Terrace Homes
3000 Augusta St 3000 Augusta St 3000 Augusta St
San Luis Obispo,CA 93401-5859 San Luis Obispo,CA 93401-5859 San Luis Obispo,CA 93401-5859
COMPLETE REPORT❑ LIMITED REPORTS SUPPLEMENTAL REPORT❑ REINSPECTION REPORT❑
General Description: Inspection Tag Posted:
Two story,apartment building,occupied,furnished,slab foundations. Utility Closet
Other Tags Posted:
An inspection has been made of the structure(s)shown on the diagram in accordance with the Structural Pest Control Act.Detached porches,detached steps,
detached decks and any other structures not an the diagram were not inspected.
Subterranean Termites® Drywood Termites® Fungus/Dryrot® Other Findings® Further Inspection❑
If any of the above boxes are checked,It Indicates that there were visible problems In accessible areas.Read the report for details on checked Items.
Key'. 1=Subterranean Termites 2=Drywood Termites 3=Fungus/Dryrot 4=Other Findings 5=Unknown Further Inspection
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Diagram Not To Scale
Inspected By: Reginal Becerra License No.: FR37638 Signature: CIS
You are entitled to obtain copies of all reports and completion notices on this property reported to the Structural Pest Control Board during the preceding two years. To obtain
copies contact Structural Pest Control Board,2005 Evergreen Street,Suite 1500,Sacramento,California,95815.3831.
NOTE:Questions or problems concerning the above report should be directed to the manager of the company. Unresolved questions or problems with services
performed may be directed to the structural Pest Control Board at(916)561-8708,(800)737-8188 orwww.oestboard ca.aov. 43M41(REV.10/01)
WOOD DESTRO 1G PESTS AND ORGANISMS IN£ CT,�Wa&ment 1
Buckling No, Street city Zip Date of Inspection Number of Pages
3000 Augusta St San Luis Obispo 93401-5859 6
Clark Pest Control A LICENSED PEST CONTROL
OPERATOR IS AN mmRT
C�K•■� 2315 Meredith Lane, Suite M HIS/HER FIELD. ANY QUESTIONS
RELATIVE s
Santa Maria, CA, 93455-1144 SHOULD BE O REFERRED THIS TO
■I W COMROLma► HIM/HER.
Tel 86641-8793 Fax 805-739-2554
Registration#:PR226 Report#: 18-15609
rdered by. Property Owner and/or Parry of Interest: Report sent to:
Judson Terrace Homes Judson Terrace Homes Judson Terrace Homes
3000 Augusta St 3000 Augusta St 3000 Augusta St
San Luis Obispo,CA 93401-5859 San Luis Obispo,CA 93401-5859 San Luis Obispo,CA 93401-5859
COMPLETE REPORT❑ LIMITED REPORT® SUPPLEMENTAL REPORT❑ REINSPECTION REPORT❑
General Description: •Inspection Tag Posted:
Two story,apartment building,occupied,furnished,slab foundations. Utility Closet
!her Tags Posted:
inspection has been made of the structure(s)shown on the diagram in accordance with the Structural Pest Control Act.Detached porches•detached steps•
detached decks and any other structures not on the diagram were not inspected.
Subterranean Termites® Drywood Termites® Fungus/Dryrot® Other Findings® Further Inspection❑
If any of the above boxes are checked,it indicates that there were visible problems in accessible areas.Read thereort for details on checked kerns.
Key, 1=Subterranean Termites 2=Drywood Termites 3=Fungus/Drymt 4=Other Findings 5=Unknown Further Inspection
2N2A1RC 38
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Diagram Not To Scale
Inspected By: Reginal Becerra License No.: FR37638 Signature: 11�
You are entitled to obtain copies of all reports and completion notices on this property reported to the Structural Pest Control Board during the preceding two years. To obtain
copies contact Structural Pest Control Board.2005 Evergreen Street.Suite 1500,Sacramento,California,95815-3831.
NOTE:Questions or problems concerning the above report should be directed to the manager of the company. Unresolved questions or problems with services
performed may be directed to the Structural Pest Control Board at(916)561.8708,(800)737-8168 or www.pestboard.ca.eov 43M-41(REV.10/01)
WOOD DESTRO IG PESTS AND ORGANISMS IN; `•CT
BuuOlnp No. Sweet Gh -[Ip "en w
CD t
3000 Augusta St San Luis Obispo 93401-5859
Disclaimer
UNINSPECTED AREAS NOT INCLUDED IN THIS REPORT PER 8516 (b)(8): Except as noted below we did not inspect detached
structures or decks. We did not inspect any wood member that was covered by insulation, plaster, paint, stucco, tile or any other
material. We did not inspect wood members hidden by floor covering, chattels, or furniture. We did not inspect the interior of hollow
walls, or the spaces between a ceiling or soffit below. Conditions conducive to an infestation or infection by wood destroying
organisms could exist in any uninspected area. This report expresses no opinion regarding the condition of uninspected areas.
Although it appears to be not practicable to open these areas for inspection, Clark Pest Control Will inspect any of them at your
direction and additional expense.We do not have the expertise to inspect for building code violations or the quality of work completed
by others.We recommend that you contact a licensed engineer for opinions beyond the scope of our license. Structural Pest Control
Board Rules & Regulations prohibit destructive testing of wood members without prior authorization by the owner.Any wood which
was suspected to be or was found to be infested or infected was tested within the limits of S.P.C.B. Rules and Regulations. This
process involves sounding the wood and in some cases a limited brashness test. In the opinion of this inspector all the wood
members appear to be performing the structural function for which they were designed except as listed in any findings below. If
further information regarding the structural integrity of any wood members is desired you are advised to contact a licensed structural
engineer.
"NOTICE:The charge for service that this company subcontracts to another registered company may include the company's charges
for arranging and administering such services that are in addition to the direct costs associated with paying the subcontractor. You
may accept Clark Pest Control's bid or you may contract directly with another registered company licensed to perform the work.
If you choose to contract directly with another registered company, Clark Pest Control will not in any way be responsible for any act
or omission in the performance of work that you directly contract with another to perform.'
For information as to the condition of electrical systems, plumbing,and appliances(including leaks),we recommend that you employ
a home inspection service. THE EXTERIOR OF THE ROOF COVERING WAS NOT INSPECTED. IF YOU WANT THE WATER
TIGHTNESS OF THE ROOF DETERMINED, YOU SHOULD CONTACT A ROOFING CONTRACTOR WHO IS LICENSED BY THE
CONTRACTOR STATE LICENSE BOARD.
THERE MAY BE HEALTH RELATED ISSUES ASSOCIATED WITH THE FINDINGS REFLECTED IN THIS REPORT.WE ARE NOT
QUALIFIED TO AND DO NOT RENDER AN OPINION CONCERNING ANY SUCH HEALTH ISSUES. THE INSPECTION
REFLECTED BY THIS REPORT WAS LIMITED TO THE VISIBLE AND ACCESSIBLE.AREAS ONLY. QUESTIONS CONCERNING
HEALTH RELATED ISSUES, WHICH MAY BE ASSOCIATED WITH FINDINGS OR RECOMMENDATIONS REFLECTED IN THIS
REPORT, THE PRESENCE OF MOLD, THE RELEASE OF MOLD SPORES OR CONCERNING THE INDOOR AIR QUALITY
SHOULD BE DIRECTED TO A CERTIFIED INDUSTRIAL HYGIENIST.
This company will reinspect repairs done by others within four months of the original inspection.A charge, if any, can be no greater
than the original inspection fee for each reinspection. The reinspection must be done within ten (10) working days of request. The
reinspection is a visual inspection and if inspection of concealed areas is desired, inspection of work in progress will be necessary.
Any guarantees must be received from parties performing repairs. This bid is based on what is visible and accessible today
10/13/2008. If the crewperson(operator)finds more damage a supplemental report and a new bid will be given.
Lead-Based Paint:WARNING: Repairs by this company to residences built before 1978 may disturb materials containing lead-based
paint and may release debris or dust containing lead. Lead is a chemical known to the State of California to cause cancer and birth
defects or other reproductive harm. (This notice is provided in compliance with California's Proposition 65. For further information,
contact your health care provider or an industrial hygienist. A licensed pest control inspector is not an expert in lead, lead-based
paint, or exposure to lead. This report is not intended to identify the presence or absence of lead or lead-based paint in the building
inspected. Whether lead-based paint is present can be determined only by a certified lead inspector. For a list of certified lead
inspectors, call the California Dept. of Health Services' Lead-Related Construction Information Line at 800-597-5323 or 510-869-
3953.)
Unless specified in writing,Clark Pest Control warrants from the day of completion all work for a period of 1 year with the exception of
plumbing repairs, which have a 30 day warranty. Nothing in this report is intended to certify, approve or warranty corrective work
performed by persons not employed by Clark Pest Control.We did not supervise the work,unless noted in a prior reinspection report.
We did not inspect the adjacent areas exposed when the work was in progress, nor were we requested to provide interim
inspections. Any person involved in the purchase or sale of the real property which is the subject of this report is advised to directly
contact the licensed contractor or individual who completed the work, to determine the nature and extent of any corrective work
performed. You are further advised to obtain copies of any required building permits prior to the transfer of title on the above
structure.
This is a limited inspection and report at the request of Roger Jump. This report is limited to the following portions of the structure:
exterior. To determine the full extent of infestation or infection, we recommend a complete inspection of the structure. This bid is
based on what is visible and accessible today 10/13/2008. If the crewperson(operator)finds more damage a supplemental report will
be issued. Upon a full inspection being completed,the house may qualify for our yearly Term-Alert warranty program.
Description of Findings
SUBTERRANEAN _AMITES Attachment 1
NOTE: Painting not included(one coat of primer paint only).Owner is advised to keep these areas
well sealed and painted to avoid future problems.
Finding: 1A Subterranean termites are tubing out of the soil at the dinning hall and in units
1,35 and 6.
Recommendation: Scrape down the accessible tubes. To prevent termites from reconstructing
mud tubes between the soil and the substructure wood members, apply
Termidor SC to the soil.. Treatment to be applied by our State licensed
applicator per current label instructions. Post a completion tag listing the
materials used. This structure may qualify for our exclusive Terris-Alert""
warranty service after the one (1) year warranty expires. Contact Clark Pest
Control at 1-800 WE NEED YOU.
Finding: 1B There are subterranean termite damaged wood members at the handrail and posts.
Recommendation: Remove and replace the damaged wood members as necessary. Inspect adjacent
wood members If any additional damage is found during repairs,our State Licensed
Inspector will list any adverse findings, recommendations, and any additional costs
in a supplemental report.
Finding: 1C The owner has requested proactive subterranean termite treatment.
Recommendation: To prevent termites from constructing mud tubes between the soil and the
substructure wood members, apply Termidor SC to the soil. Treatment to be
applied by our State licensed applicator per current label instructions. Post a
completion tag listing the materials used in the subarea.This structure may qualify
for our exclusive Term-AIertTM warranty service after the one (1) year warranty
expires.Contact Clark Pest Control at 1-800 WE NEED YOU.
DRYWOOD TERMITES
NOTE: Painting not included(one coat of primer paint only).Owner is advised to keep these areas
well sealed and painted to avoid future problems.
The owner is to contact a licensed roofer to inspect and repair the damaged roof covering
incurred by the repairs.
Finding: 2A Drywood termites are infesting the structure at the exterior.
Recommendation: Seal the entire structure and fumigate it with Vikane. Use Chloropicrin (tear gas)
as a warning agent.The structure must be vacated and aired out for a minimum
of 6 hours after tarps are removed, depending on weather conditions and
temperature. Remove or mask any visible fecal pellets. Occupants must sign
the "Occupants Fumigation Notice" and comply with all instructions. Owners
and occupants must receive and sign copies of the CaIEPA Department of
Pesticide Regulation Fact Sheet regarding Vikane. WE WILL RETURN IN
APPROXIMATELY ONE YEAR TO INSPECT THE STRUCTURE UPON
OWNERS REQUEST. IF WE FIND EVIDENCE OF REINFESTATION, WE.
WILL RETREAT THE AREA AT NO ADDITIONAL COST. AFTER ONE YEAR,
THE STRUCTURE MAY BECOME ELIGIBLE FOR OUR PROACTIVE
TERMALERT TM PROTECTION PROGRAM.
Finding: 2A.1 Drywood termites are infesting the structure at the decks, exterior walls, trim, eaves
and patios.
Recommendation: At the request of Roger Jump, we have been instructed to suggest a secondary
substandard treatment. Local treatment is not intended to be an entire structure
treatment method. If infestations of wood-destroying pests extend or exist beyond
the area(s) of local treatment, they may not be exterminated. SECONDARY,
SUBSTANDARD RECOMMENDATION: We strongly recommend fumigation to
eliminate all possible drywood termite infestations throughout the structure. As a
secondary, substandard recommendation (without warranty), drilling a series of
holes in and adjacent to the visible active infestation, inject Termidor SC at 20 p.s.i.
into the infested wood and adjacent members. Remove or mask any visible fecal
pellets. This method will not eradicate other undetected infestations. Any structural
repairs or restoration costs caused by completing this recommendation will be
completed only at owner's direction and at additional cost. Limited chemical
treatment may force termites to relocate to an untreated area from which they may
re-infest the treated area.
Finding: 2B There are drywood termite damaged wood members at the decks. ✓ / ���
Recommendation: Remove and replace the damaged wood members as necessary. Inspect adjacent
wood members If any additional damage is found during repairs,our State Licensed
Inspector will list any adverse findings, recuridatior> t �d$liti t 1
in a supplemental report. -
Finding: 2C There are drywood termite damaged wood members at the handrails.
Recommendation: Remove and replace the damaged wood members as necessary. Inspect adjacent
wood members If any additional damage is found during repairs,our State.Licensed
Inspector will list any adverse findings, recommendations, and any additional costs
in a supplemental report
Finding: 2D There are drywood termite damaged wood members at the posts and beams.
Recommendation: Remove and replace the damaged wood members as necessary. Inspect adjacent
wood members If any additional damage is found during repairs,our State Licensed
Inspector will list any adverse findings, recommendations, and any additional costs
in a supplemental report.
Finding: 2E There are drywood termite damaged wood members at the fascia and rafter tails.
Recommendation: Remove and replace the damaged wood members as necessary. Inspect adjacent
wood members If any additional damage is found during repairs,our State Licensed
Inspector will list any adverse findings, recommendations, and any additional costs
in a supplemental report.
Finding: 2F There are drywood termite damaged wood members at the trim.
Recommendation: Remove and replace the damaged wood members as necessary. Inspect adjacent
wood members If any additional damage is found during repairs,our State Licensed
Inspector will list any adverse findings, recommendations, and any additional costs
in a supplemental report.
FUNGUS/DRYROT
NOTE: Painting not included(one coat of primer paint only).Owner is advised.to keep these areas
well sealed and painted to avoid future problems.
The owner is to contact a licensed roofer to inspect and repair the damaged roof covering
incurred by the repairs.
Finding: 3A Wood decay fungi is infecting and damaging the decks.
Recommendation: Remove and replace the visibly damaged wood members. A supplemental
report will be issued with any additional findings, recommendation and
additional charges.To arrest fungi and extend the useful life of the wood, treat
the infected wood and adjacent members with Bora Care.This treatment should
arrest the decay fungi. To maintain the effectiveness of this treatment the
homeowner must maintain this area in a dry condition. Treatment to be applied
by our state licensed applicator per Structural Pest Control Board regulations.
Owner is advised to have this area periodically inspected..
Finding: 3B Wood decay fungi is infecting and damaging the beams.
Recommendation: Remove and replace the visibly damaged wood members. A supplemental report
will be issued with any additional findings, recommendation and additional charges.
To arrest fungi and extend the useful life of the wood, treat the infected wood and
adjacent members with Bora Care.This treatment should arrest the decay fungi.To
maintain the effectiveness of this treatment the homeowner must maintain this area
in a dry condition. Treatment to be applied by our state licensed applicator per
Structural Pest Control Board regulations. Owner is advised to have this area
periodically inspected.
Finding: 3C Wood decay fungi is infecting and damaging the handrails.
Recommendation: Remove and replace the visibly damaged wood members. A supplemental report
will be issued with any additional findings, recommendation and additional charges.
To arrest fungi and extend the useful life of the wood, treat the infected wood and
adjacent members with Bora Care.This treatment should arrest the decay fungi.To
maintain the effectiveness of this treatment the homeowner must maintain this area
in a dry condition. Treatment to be applied by our state licensed applicator per
Structural Pest Control Board regulations. Owner is advised to have this area
periodically inspected.
Finding: 3D Wood decay fungi is infecting and damaging the fascia.
Recommendation: Remove and replace the visibly damaged wood members. A supplemental report
will be issued with any additional findings, recommendation and additional charges.
'To arrest fungi and extend the useful life of Nood, fr it 31.
adjacent members with Bora Care.This treab,. litshould arrest a ecay fTo
maintain the effectiveness of this treatment the homeowner must maintain this area
in a dry condition. Treatment to be applied by our state licensed applicator per
Structural Pest Control Board regulations. Owner is advised to have this area
periodically inspected.
Finding: 3E There is fungi damage to the utility closet doors.
Recommendation: Install new prehung doors.
Finding: 3F Wood decay fungi is infecting and damaging the trim and the walls.
Recommendation: Remove and replace the visibly damaged wood members. A supplemental report
will be issued with any additional findings, recommendation and additional charges.
To arrest fungi and extend the useful life of the wood, treat the infected wood and
adjacent members with Bora Care.This treatment should arrest the decay fungi.To
maintain the effectiveness of this treatment the homeowner must maintain this area
in a dry condition.Treatment to be applied by our state licensed applicator per
Structural Pest Control Board regulations. Owner is advised to have this area
periodically inspected.
Finding: 3G Wood decay fungi is infecting and damaging the sheathing.
Recommendation: Remove and replace the visibly damaged wood members. A supplemental report
will be issued with any additional findings, recommendation and additional charges.
To arrest fungi and extend the useful life of the wood, treat the infected wood and
adjacent members with Bora Care. This treatment should arrest the decay fungi.To
maintain the effectiveness of this treatment the homeowner must maintain this area
in a dry condition. Treatment to be applied by our state licensed applicator per
Structural Pest Control Board regulations. Owner is advised to have this area
periodically inspected.
Finding: 3H Wood decay fungus is damaging several portions of the patio cover.
Recommendation: Due to the extent of damage, Clark Pest Control recommends removing the entire
patio cover. Upon removal, our State licensed inspector will inspect the adjacent
wood members. A supplemental report will then be issued with any additional
findings, recommendations and additional charges.
OTHER FINDINGS
Finding: 4A Wood members are in contact with the soil.
Recommendation: Break the earth to wood contact.
Thank you for calling Clark Pest Control:we sincerely appreciate your business. If you have any questions regarding this report,
please contact our office and ask for Reginal Becerra. Ism)
kJ��a0
NOTICE:PEEORTS ON THS STRUCTURE PRPABY VARIOUS COMPANES
LIST THE
NIN I TE MITE
IRI
DAMAGE,FFUPNGUS DAM GIE,etc.).HOWEV RERECOMME DATIONS TO CORRIECT THESE NDI GS MAY ..AYDFF CO U E A
RIGHTTO SEEK A SECOND OPINION FROM ANOTHER COMPANY.
NOTICE: THE CHARGE FOR SERVICE THAT THIS COMPANY SUBCONTRACTS TO ANOTHER REGISTERED COMPANY MAY INCLUDE THE COMPANY S
CHARGES FOR ARRANGING AND ADMINISTERING SUCH SERVICES THAT ARE IN ADDITION TO THE DIRECT COSTS ASSOCIATED WITH PAYING THE
SUBCONTRACTOR.YOU MAY ACCEPT CLARK PEST CONTROL'S BID OR YOU MAY CONTRACT DIRECTLY WITH ANOTHER REGISTERED COMPANY LICENSED
TO PERFORM THE WORK. IF YOU CHOOSE TO CONTRACT DIRECTLY WiTH ANOTHER REGISTERED COMPANY, CLARK PEST CONTROL WILL 140T BE
RESPONSIBLE FOR ANY ACT OR OMISSION IN THE PERFORMANCE OF WORK THAT YOU DIRECTLY CONTRACT WITH ANOTHER TO PERFORM.
Pesticides are the products Clark Pest Control uses to control the target pests listed in your agreement.Pesticides make a better life for all by helping control disease carriers
and wood destroying Insects,thus protecting our health and property.When properly used,pesticides pose no problems to humans or the environment.Your Technician is a
State certified applicator whose knowledge is constantly being upgraded through regularly scheduled training sessions.If you have any questions,please call us at our toll
free number.866-041-8793 or write to:Clark Pest Control,2315 Meredith Lane,Suite M,Santa Maria,CA,93455-1144.
State Law Requires That We Provide You With The Following Information:
PESTICIDE NOTICE(SECTION 6538)
CAUTION:PESTICIDES ARE TOXIC CHEMICALS.Structural Pest Control Operators are licensed and regulated by the Structural Pest Control Board,and apply pesticides
which are registered and approved for use by the California Department of Pesticide Regulation and the United States Environmental Protection Agency.Registration is
granted when the State finds that based on existing scientific evidence there are no appreciable risks If proper use conditions are followed or that the risks are outweighed by
the benefits.The degree of risk depends upon the degree of exposure,so exposure should be minimized.
PESTICIDES:AggresZor 75 WSP(Imidacloprid), Bora-Care(Disodium Octaborate Tetrahydrate), Borid(Orthobodc Acid(boric acid)),Cy-rock C 6 C Pressurized Residual
(Cyfluthrin),CyKick CS(Cyfluthrin),Cy-Kick CS Pressurized C 8 C Residual(Cyfluthrin),Demon TC(Cypermethrin),Dragnet SFR(Permethrin),Ddone(Pyrethrins,Piperonyl
Butoxide Technical, Amorprphous Silica Gel), EooEXEMPT IC (2) (Rosemary Oil), FirstUne GT Plus Termite Bait Station (Sulfuramid), FirstLlne Termite Bait Station
(Sulfluramid), I Maxx Pro (Imidacloprid), Impel Rods (Anhydrous Disodium Octaborate), Maxforce Carpenter Ant Bait Gel (Fipronil), Phantom (Chlorfenapyr), Prelude
(Permethrin), Premise 0.5 SC (Imidacloprid), Premise 2 (Imidacloprid),.Premise 75 (Imidacloprid), Premise Foam (Imidacloprid), Premise Gel (Imidacloprid), Premise
Granules (Imidaclopdd), Premise Pre-Construction (Imidacloprid), Pro Foam Platinum (Sulfates Disodium Lauroampho Diacetate), ProCitra-DL (d-Umonene), Shatter
(Hexaflumuron), Suspend SC (Deltamethrin), Termidor SC (Fipronil), Timbor(Disodium Octaborate Tetrahydrate)Clark Pest Control will not apply any compound not
authorized for use in California.
If within 24 hours fallowing an application you experience symptoms similar to common seasonal illness,comparable to the flu,contact Clark Pest Control(866-441-8793),
your physician,and/or your Poison Control Center.For the Poison Control Center,contact the following:(1-800-876.4766).
FURTHER INFORMATION:Contact any of the following:Your pest control operator is Clark Pest Control,(866-441-8793);for Regulatory Information call the Structural Pest
Control Board (916-561-8708),or write 2005 Evergreen Street, Suite 1500, Sacramento, CA, 95815-3831. For answers to your health questions, call the County Health
Deparbnent(see list below)and for application information,contact the County Agriculture Commissioner(see list below).
County Health Dent. Aa.Comm. County Health Dept, An.Comm. County Health Dept, Act.Comm.
Alameda: (510)567-0700 (510)670-5232 Marin: (415)499-0841 (415)4996700 Santa Clara: (408)885-4214 (408)916-4600
Alpine: (530)694-2146 (530)621-5520 Mariposa: (209)966-3689 (209)966-2075 Santa Cruz: (831)454-4066 (831)763-8080
Amador. (209)223-6407 (209)223-6481 Mendocino. (707)463-4134 (707)463-4208 Shasta: (530)2255591 (530)224-4949
Butte: (530)538-7581 (530)538-7381 Merced: (209)385-7391 (209)385-7431 Sierra: (530)993-6700 (530)283-6365
Calaveras: (209)754-6460 (209)754-6504 Monterey: (831)647-7654 (831)647-7629 Slskiyou: (530)841.4047 (530)841-4025
Colusa: (530)458-0380 (530)458-0580 Napa: (707)253-4461 (707)2534357 Solano: (707)421-6629 (707)421-7465
Contra Costa: (925)646-5225 (925)646-5250 Nevada: (530)265-1450 (530)273-2648 Sonoma: (707)565-4401 (707)565-2371
EI Dorado: (530)621-6100 (530)6215520 Placer., (530)889-7119 (530)8897372 Stanislaus: (209)558-7774 (209)525.4730
Fresno: (559)445-3357 (559)456-7510 Plumas: (530)2834l330 (530)283-6365 Sutter. (530)822-7215 (530)822-7500
Glenn: (530)934-6588 (530)934-6501 Sacramento: (916)875-5881 (916)875-6603 Tehama: (530)527-6824 (530)5274504
Inyo: (760)878-0242 (760)873-7860 San Benito: (831)637-5367 (831)6375344 Trinity: (530)623-8209 (530)623=1356
Kem: (661)868-0301 (661)868-6300 San Francisco: (415)5542500 (415)285-5010 Tulare: (559)7374660 (559)685-3323
King: (559)562.3211 (559)582-3211 San Joaquin: (209)468-3460 (209)468-3300 Tuolumne: (209)533-7400 (209)533-5691
Lake: (707)263-1090 (707)263-0217 San Luis Obispo: (805)781-5544 (805)781-5910 Ventura: (805)6525916 (805)933-8415
Lassen: (530)251-8183 (530)251-8110 San Mateo: (650)573-2757 (650)363-4700 Yolo: (530)666-8649 (530)666-8140
Madera: (559)675-7893 (559)675-7876 Santa Barbara: (805)681-5102 (805)681-5600 Yuba: (530)7415366 (530)741-6484
Under the California Mechanics Lien law any structural pest control company which contracts to do work for you,any contractor,laborer,supplier or other person who helps
to improve your property, but is not paid for his or her work or supplies, has a right to enforce a claim against your property.This means that after a court hearing your
property could be sold by a court officer and the proceeds of the sale used to satisfy the indebtedness.This can happen even if you have paid your structural pest control
company in full if the subcontractor,laborers or suppliers remain unpaid.
To preserve their right to file a claim or lien against your property,certain claimants such as subcontractors or material suppliers are required to provide you with a document
entitled'Preliminary Notice'.Prime contractors and laborers for wages do not have to provide this notice.A Preliminary Notice is not a lien against your property.It's purpose
is to notify you of persons who may have a right to file a lien against your property if they are not paid.
Clark Pest Control,License Number PR226
Clark Pest Control Attachment 1
2315 Meredith Lane, Suite M
Santa Maria, CA, 93455-1144
COST BREAKDOWN
owner. Judson Terrace Homes _
Address of Property Inspected: 3000 Augusta St
Inspection Date: Report No.: 18-15.609
Title Company&Escrow No.: #
Item o Item Cost
Inspection Fee $0.00
SUBTERRANEAN TERMITES
1A Scrape down the accessible tubes.To prevent termites from reconstructing mud tubes $3,985.00
between the soil and the substructure wood members,apply TennidorSC to the soil.
1 B Remove and replace the damaged wood members as necessary.Inspect adjacent wood $2,150.00
members If any additional damage is found during repairs,our State Licensed Inspector will
list any adverse findings,recommendations,and any additional costs in a supplemental
report
1 C To prevent termites from constructing mud tubes between the soil and the substructure wood $3,050.00
members,apply Termidor SC to the soil.
DRYWOOD TERMITES
2A Vikane Fumigation.BID UPON REQUEST
2A.1 Local drill and treat for drywood termites. NO WARRANTY $3,925.00
26 Remove and replace the damaged wood members as necessary.Inspect adjacent wood $9,750.00
members If any additional damage is found during repairs,our State Licensed Inspector will
list any adverse findings,recommendations,and any additional costs in a supplemental
report.
2C Remove and replace the damaged wood members as necessary. Inspect adjacent wood $2,075.00
members If any additional damage is found during repairs,our State Licensed Inspector will
list any adverse findings,recommendations,and any additional costs in a supplemental
report.
2D Remove and replace the damaged wood members as necessary. Inspect adjacent wood $1,350.00
members If any additional damage is found during repairs,our State Licensed Inspector will
fist any adverse findings,recommendations,and any additional costs in a supplemental
report
2E Remove and replace the damaged wood members as necessary. Inspect adjacent wood $1,095.00
members If any additional damage is found during repairs,our State Licensed Inspector will
list any adverse findings, recommendations,and any additional costs in a supplemental
report
2F Remove and replace the damaged wood members as necessary. Inspect adjacent wood $775.00
members If any additional damage is found during repairs,our State Licensed Inspector will
list any adverse findings,recommendations,and any additional costs in a supplemental
report
FUNGUS/DRYROT
3A Remove and replace the visibly damaged wood members.A supplemental report will be $4,900.00
issued with any additional findings,recommendation and additional charges.To arrest fungi
and extend the useful life of the wood,treat the infected wood.and adjacent members with
Bora Care. B j 4i30
3B Remove and replace the visibly damaged wood members.A.supplemental report will be $1,9000.00
issued with any additional findings,recommendation and additional charges.To arrest fungi
and extend the usefu.,re of the wood,treat the infected wood and adja, .'members
Bora Care. Attachment1
3C Remove and replace the visibly damaged wood members.A supplemental report will be $2,075.00
issued with any additional findings,recommendation and additional charges.To arrest fungi
and extend the useful life of the wood,treat the infected wood and adjacent members with
Bora Care.
3D Remove and replace the visibly damaged wood members.A supplemental report will be $1,550.00
issued with any additional findings,recommendation and additional charges.To arrest fungi
and extend the useful life of the wood,treat.the infected wood and adjacent members with
Bora Care.
3E Install new prehung doors. $4,235.00
3F Remove and replace the visibly damaged wood members.A supplemental report will be $4,800.00
issued with any additional findings,recommendation and additional charges.To arrest fungi
and extend the useful life of the wood,treat the infected wood and adjacent members with
Bora Care.
3G Remove;and replace the visibly damaged wood members.A supplemental report will be $775.00
issued with any additional findings,recommendation and additional charges.To arrest fungi
and extend the useful life of the wood,treat the infected wood and adjacent members with
Bora Care.
3H Due to the extent of damage,Clark Pest Control recommends removing the entire patio $5,200.00
cover. Upon removal,our State licensed inspector will inspect the adjacent wood members.A
supplemental report will then be issued with any additional findings,recommendations and
additional charges.
OTHER FINDINGS
4A Break the earth to wood contact $125.00
TOTAL OF WORK TO BE COMPLETED BY CLARK PEST CONTROL
After all recommendations have been completed,we warrant materials and workmanship for one year. In the event that only part of
the recommendations are completed by this company there may be an increase in the cost of each item that we do complete. This
proposal expires 30 days from the date of the original inspection.
A WORKAGREEMENT
ttachment 1
WMKill;
Name:
Address: 3000 Augusta St,San Luis Obispo,CA 93401-5859
TO CLARK PEST CONTROL:You are authorized to proceed with work on the property set forth below as indicated:
Bldg.#: 3000 Street: 3000 Augusta St
City: San Luis Obispo Zip: 93401-5859 Phone#: 805-544-1600
The items listed below refer to the recommendations listed in the Wood Destroying Pests and Organisms Report Number 18-15609
Dated 10/13/2008 ,which is incorporated into this agreement.
Recommendations to be completed by Clark Pest Control:
IA,IB,IC,2A.1,2B,2C,2D,2E,2F,3A,3B,3C,3D,3E,3F,3G,3H,4A
Recommendations to be omitted:
2A
Work performed by Clark will be WARRANTED for ONE YEAR.No warranty is offered against reinfestation or infection by wood
destroying organisms unless all recommended items are completed.While the purpose of the service is to prevent damage by wood
destroying organisms,Clark Pest Control will not be held responsible should such damage occur.
There may be health related issues associated with the structural repairs reflected in the inspection report referenced by this work
authorization contracL These health issues include but are not limited to the possible release of mold spores during the course of repairs..
We are not qualified to and do not render any opinion concerning such health issues or special precautions.Any questions concerning
health issues or any special precautions to be taken prior to or during the course of such repairs should be directed to a Certified Industrial
Hygienist before any such repairs are undertaken.
By executing this work authorization contract,customer acknowledges that he or she has been advised of the forgoing and has had the
opportunity to consult with a qualified professional.
Uwe understand and agree to the following schedule:
(1)Cost of Work: 53,715.00 (4)Permit:
(2)Inspection Fee: 0.00 (5)Other:
(3)AdjJSupplemental Total: 53,715.00
Title Company Escrow#:
Closing Date:
Payments will be made by the following methods(Circle One): Check Cash Visa Mastercard Discover
Credit Card Number: Expiration Date:
A 10%down payment is required to schedule jobs over$5,000 without complete escrow information.Owner agrees to pay Clark Pest
Controlthe amount shown upon completion.Clark Pest Control will perform no other corrective work except underseparate agreements.If
payment in full is not received within 30 days,Uwe agree to pay you at the rate of 1 M%per month.
Owner(s)or Authorized Agent(s): Clark Pest Control
By:X By:X
Print: Print: 7f:21,
tLe. I 13r�vV'o--.
Date: - Date: Z 2 y•.O 8
Attachmpt 2
COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM
APPLICATION FOR THE 2009 PROGRAM YEAR
•9•y u1J6Cit3�YfCG^l'@gQ®N52ilY@CIM9:1GiGtl1^JJltiftl:65L`OCs�"c-..L'�elF.rbFbcc-�•••ra::?a.�:.AIG.'11!,Ll{CIIIT..1118.ItML1Y'149t10]O..L^^913MNY16t101f�t
SAN LUIS OBISPO COUNTY DEPARTMENT OF PLANNING AND BUILDING
976 OSOS STREET • ROOM 200 • SAN LUIS OBISPO • CALIFORNIA 93408 • (805)781-5600
Promoting the Wise Use of Land #Helping to Build Great Communities
Organization Name: San Luis Obispo County AIDS Support Network
(Attach additional sheets if necessary)
To be considered for CDBG assistance,please submit this completed application with any exhibits, budgets
or beneficiary data as needed. Applications can be mailed to one of the participating jurisdictions listed in
this application or to: Tony Navarro, Planner III, Department of Planning and Building, 976 Osos Street,
Room 300, San Luis Obispo, CA., 93408 or hand delivered to Tony Navarro at 1035 Palm Street, Room
370, San Luis Obispo, CA., faxed to (805) 781-5624, or e-mailed to tnavarro@co.slo.ca us. The
application. deadline is 5:00 P.M., Tuesday, October 14,2008. Applications must be received by the
County or one of the participating cities(Arroyo Grande,Atascadero, Grover Beach,Paso Robles, San Luis
Obispo)prior to close of the business day. POSTMARKED DATED MAIL RECEIVED AFTER THE
DEADLINE WILL NOT BE ACCEPTED.
NOTE:
(1) Please review the CDBG regulations and guidelines and the Request for Proposals before
completing this proposal. The CDBG regulations are available at www.sloplanning.org
under"Housing Grants." Also,please call County and/or city CDBG staff with any questions
about how to complete the form or about the rating criteria and process.
(2) If the information for any of the questions below requires more room to provide
a complete explanation of your proposed project or program,please attach additional sheets.
CONTACT INFORMATION
1. Name and mailing address of applicant organization, with contact person, phone and fax
numbers,and e-mail address:
Name: San Luis Obispo County AIDS Support Network
Address(mailing and physical address requested if different):
Mailing: P.O. Box 12158 Physical: 1320 Nipomo
San Luis Obispo,CA 93406 San Luis Obispo,CA 93401
Contact person/title: David Kilburn,Coordinator of Finance
Phone:805-781-3660
Fax: 805-781-3664
E-mail address: dkilbum@asn.org
Is the organization a Faith Based Organization? Yes❑ No
7�.J:uIT!IfeM1TC.�nRi'81PltlGti 31[ETSVIMO.16AlISI[a1'Jl..E'IVM1:.K.::�.W.'?:l]RC.Mn.YvtwY.n:6[,iuNe[i�SfiiiiiMM.1:1.4YF^l:!L:.�I4'(T.{isF.:Yniiii ..^ICYRffifCIDCYLSIIS'i'fl'n2.JA'S:'J[4A0.LWIfC�[C®WS
COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 1 OF 10
APPLICATION FOR FUNDING DURING 2009 PROGRAM YEAR OCTOBER 14,2008
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG `l
Attachment 2
PROJECT DESCRIPTION
2. Title/name/address of proposed project or program:
High Street house conversion
345 Fligh Street
San Luis Obispo, CA 93401
3. Please describe the proposed project or program. In one or two short paragraphs, include a brief
project/program description, the groups who will benefit and an explanation of how they will benefit
from the proposed project or program. For projects, describe the location of the project(be as specific
as possible, e.g. street address). For programs, state the location from which the program will be
operated and/or describe the geographic area served by the program. Also, please include a schedule of
project/program milestones.
Eight years ago,the AIDS Support Network purchased a two-bedroom house and two adjacent
studio apartments to house low-income persons living with HIV/AIDS.The studio units have
provided eligible clients with stable and affordable housing.The.two bedroom house,while offering
affordable rents, has proven to be more challenging in meeting client's needs. The tenants that have
been placed in this shared living situation often present challenging mental health and physical
needs which can and have adversely affected the health and well being other tenant. Often,hospice
services and/or advanced medical care and treatment are required.Privacy and support from
friends and family are critical in someone's advanced stages of this disease progression,taking the
strain and perceived responsibility off of the other tenant.
With CDBG funding,the AIDS Support Network will remodel the existing configuration to divide
the two-bedroom,shared living space into two separate one bedroom units. This remodel will enable
each tenant the privacy that is required to maintain optimal physical and mental health. The site of
the proposed remodel is San Luis Obispo City Parcel#003-731-006, site#7460 and is zoned R-2.
The current maximum density allowed for this property is 2.06 units. Currently the two-bedroom
unit is one density unit(two-bedroom)and the studio units are each .5 density units per studio.
This brings the total density units for the combined properties to 2.0 units on the property.Dividing
the two-bedroom changes the density rating to..66 per unit or 1.32 density units. Utilizing a density
bonus of 25%for very low income for four units,the allowed density would be 2.57. This new
density unit for the remodeled house,combined with the two studios would bring the overall density
to 2.32 density units—well below the allowed under the density bonus calculation. Taking into
consideration a low income bonus of 25%in calculating required parking spaces,one parking space
will also need to be added to the configuration of the property.Upon securing of funding,the AIDS
Support Network will secure all.necessary permits and fees,including: water and waste permits,
traffic impact fees,planning application fees, building permit fees.
4. Will the services offered by your organization increase or expand as a result of the CDBG
assistance? If yes,please answer the following questions:
a. What new programs and/or services will be provided?
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COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 2 OF 10
APPUCATION FOR THE ZO0 PROGRAM YEAR OCTOBER 14, F 10
SAN Luis OBISPO COUNTY PLANNING&Bu1LDING OCTO M 14, ORG
Attachment 2
CDBG fitnding will allow the AIDS Support Network to increase the number of individual and private
low income housing units and as a result will increase the quality of living conditions for tenants who
are living with HIV/AIDS.
b. Describe how existing programs and/or services will be expanded and what percentage of an
increase is expected?
Currently,the subject property has 2 private/mdividual living units for low income persons living with
HIV/AIDS. With CDBG funding the number of private/individual units would double to 4 units. In
other words,there would be a 100%increase.
5. Check any of the following eligible activity categories that apply to the proposed project or
program: (Refer to CDBG regulations and the Guide to Eligible CDBG Activities).
Acquisition of real property
Disposition of real property
Public facilities and improvements(may include acquisition, construction,
reconstruction,rehabilitation or installation)
Privately owned utilities
Clearance and remediation activities
Public services
Interim assistance
Relocation of individuals,families,businesses,non-profit organizations,and/or farms
Loss of rental income
Removal of architectural barriers
X Housing rehabilitation
New housing construction(under limited circumstances)
Homeownership assistance
Housing services
X Code enforcement(driveway and handicap accessibility)
Historic preservation
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COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 3 OF 10
APPLICATION FOR THE 2009 PROGRAM YEAR OCTOBER 14,2008
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
BSS-3�
Attachment 2
Commercial or industrial rehabilitation
Special economic development
Technical assistance and planning studies
6. Describe the need and the degree of urgency for the proposed project or program.
What would be the consequences if the proposed project or program is not funded in
the neat year?
This remodel needs to be done as soon as possible.Problems with the shared living situations seem to be
escalating over time as people are suffering with additional physical and mental health problems.
Problems that arise have often been the results of deteriorating mental conditions, cognitive deficits and
extreme limitations of physical ability. The conflicts between tenants have even escalated and resulted,
at times, in physical and verbal abuse.
7. Please describe the specific organizational method used to implement the proposed
project or program (single or multiple group,public agency,non-profit,for-profit,
experience in operating similar programs, etc.):
The AIDS Support Network has the capacity of oversee this construction project because the agency
owns and operates 13 agency owned housing units. The agency utilizes a case management approach to
work with clients to maximize stable housing and independent living situations. The ASN utilizes its
Social Services team to coordinate health counseling and referrals,benefits counseling and assistance in
accessing public benefits programs,access to agency food pantry,and mental health referrals.
Both tenants will be required to be temporary relocated during construction. One tenant is expected to be
relocated for 90 days while the other will be able to return after 30 days, while ASN will continue to
provide supportive services. ASN will work with the contractors, City Planners to facilitate and finally
the completion of the project.
8. Does the project require the issuance of a permit(from local,state or federal agencies)?
Yes ER No ❑
a. If yes,please identify the permits necessary to complete the project.
SLO City building permit
b. Have the necessary permits been issued? Please provide proof of permit issuance.
No.
C. If permits are required but not yet obtained, when will the permits be issued?
The application for permits will be conducted upon securing of funding.
NATIONAL OBJECTIVES CRITERIA
9. Does the proposed project or activity meet one of the three national objectives of the
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COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 4 OF 1D
APPLICATION FOR THE 2009 PROGRAM YEAR OCTOBER 14, F 10
SAN LUIS OBISPO COUNTY PLANNING 8,BUILDING OCTOSNNING.ORG
Attachment
CDBG program? Please check one of the objectives below that applies to the
proposal,and explain how the project or activity meets that national objective.
a YES Benefits low-and moderate-income persons as defined by the U.S. Department of
Housing and Urban Development(HUD).
Select one:
❑. Low/Moderate-Income.Area Benefit—The project serves only a limited area which is proven
by 2000 Census data or survey to be a predominately (51% or more) low/moderate-income area.
Applicants choosing this category must be able to prove their project/activity primarily benefits
low/moderate-income households.
® Low/Moderate-Income Limited Clientele — The project benefits a specific group of people
(rather than all areas in a particular area), at least 51% of whom are low/moderate-income persons;.
Note: Income verification for clients must be provided for this category. The following groups are
presumed to be low/moderate-income: abused children; elderly persons; battered spouses;homeless
persons; adults meeting census definition of severely disabled; persons living with AIDS; and
migrant farm workers
❑ Low/Moderate-Income Housing — The project adds or improves permanent residential
strictures that will be/are occupied by low/moderate-income households upon completion.
❑ Low/Moderate-Income Jobs—The project creates or retains permanents jobs, at least 51% of
which are taken by low/moderate-income persons or considered to be available to low/moderate-
income persons.
Explain: The AIDS Support Housing Program works diligently to prevent and
eliminate homelessness by providing direct housing and housing supportive
services to low income persons living with HIVWDS.
NOTE: To meet this national objective,the proposed activity must benefit a.specific
clientele or residents in a particular area of the County or participating city, at least 51
percent of who are low-and moderate-income persons.
b. Aids in the prevention or elimination of slums or blight.
Explain:
Select one:
❑ Addressing Slums or Blight on an Area Basis
❑ Addressing Slums or Blight on a Spot Basis_ This project will prevent or eliminate specific
conditions of blight or physical decay. Activities are limited to clearance, historic preservation,
rehabilitation of buildings, but only to the extent necessary to eliminate conditions detrimental to
public health and safety.
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COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGES OO10
F 10
APPLICATION FOR THE 2009 PROGRAM YEAR OCTOBER 14,2008
SAN LUIS OWSPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
t
Attachment 2
Is the project located in a Redevelopment Area? Yes [] No ❑
If yes, attach a map of the area with the site highlighted, and provide the Redevelopment Project
Area(excerpts accepted)which documents the existence of slum/blight: Also,document the specific
redevelopment objectives pertaining to the proposed project.
NOTE: To meet this national objective,the proposed activity must be within a designated
slum or blighted area and must be designed to address one or more conditions that
contributed to the deterioration of the area
C. Meets community development needs having a particular urgency where existing conditions
pose a serious and immediate threat to the health or welfare of the community, and no other funding
sources are available, i.e.,a major catastrophe such as a flood or earthquake.
Explain:
NOTE: To meet this national objective;the proposed activity must deal with major
catastrophes or emergencies such as.floods or earthquakes.
10.If the project or program is designed to meet the national objective of providing benefit to low-
and moderate4ncome persons,please estimate the number of undurilicated number of persons (or
households) to benefit from the project and break that estimate down by income group
(unduplicated means the number who are served, i.e., the grant will allow 25 children to
participate in preschool—not 25 children x 5 days x.52 weeks=69500).
a. Total number of persons or households who will benefit from the project or
program(regardless of income group):
2 erso gilds(circle the applicable unit)
b. Of the total number of persons or households entered above,how many will be
low-income(earning 51%- 80%or less of the County median-income)?
0 erson eesehelds(circle the applicable unit)
c. Of the total number of persons or households entered above,how many will be
yM low-income (earning 50%or less of the County median-income)?
2 erso heusehelds(circle the applicable unit)
11.Who are the clients of your organization? (Example: low- to moderate-income persons, elderly
persons,severely disabled persons,migrant farm workers,battered spouses,etc.)
Low income persons living with MW/AIDS.
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CoMMukhy DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 6 OF 10
APPuCAnoN FOR THE 2009 PROGRAM YEAR OCTOBER 14,2008
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
3�-3�"
Attachment 2
12.How will the clients benefit from this project?
As a result of CDBG funding,clients/tenants of the AIDS Support Network will have stable living
conditions,privacy,and decreased levels of stress that will help with maintaining positive health outcomes..
Stabilizing our tenants living situations will help facilitate permanent housing and decrease tenant turnover.
BENEFICIARY DATA
13.How do you currently collect demographic data on the beneficiaries of the proposed project or
program? (Example:. mcial/ethnic characteristics)*
Every client of the AIDS Support Network is tracked through ARIES, a secure, web based data collection
module provided by the California State Office of AIDS —California Department of Public Health. ARIES
tracks all services, income levels, demographic details, and public benefits programs in which clients are
enrolled. In additions,ARIES has the capacity to track specific health markers and medications.
14. How do you currently document income status of each client? (Example: very low, low and
moderate-income)*
The AIDS Support Network's Benefits Counselor verifies and documents each clients income by acquiring
copies of award letters from Social Security Disability Income (SSDI), Supplemental Security Income
(SSI), General Assistance (GA) and copies of client's bank statements. All this information is entered into
the ARIES data collection system.
15.Provide the following information for the person(s) in your organization responsible for the
preparation and submittal of the quarterly reports and for collecting and reporting the
beneficiary data to the Urban County.
Contact person/title: Rachel Richardson,Housing Services Coordinator
Phone number: 805-781-3660 x 203
E-mail address: rrichardson@,asn.org or dkilburn a,asn.org(David Kilburn,CFO)
*NOTE: You are required to provide beneficiary data at the end of each quarter and year end data of the
fiscal year.
If your proposal involves economic development, i.e.,directly benefit a business;private property
owner,business, involves fagade improvements,provide technical assistance to a new or existing
business,job creation,loan guarantee,the beneficiary must obtain a Dun and Bradsteet(DUNS)
number that must be reported to HUD. Please contact Tony Navarro, (805)781-5787,
tnavarro@slo.co.ca.us for information on how to obtain a DUNS number prior to incurring and
obligating the federal funds.
FINANCIAL INFORMATION
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COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 7 OF 10
APPLICATION FOR THE 2009 PROGRAM YEAR OCTOBER 14,2008
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
Irk-:3,7
Attachment 2
16.Total amount of CDBG funds requested: $ 71,830
Please identify the jurisdiction(s)to which you are applying*:
City of San Luis Obispo
If you are requesting CDBG finds from more than one jurisdiction,please break down the
amount shown above by the jurisdiction listed below.
City of Arroyo Grande: City of Paso Robles:
City of Atascadero: City of San Luis Obispo: $71.830
City of Grover Beach**: County of San Luis Obispo:
*NOTE: If you are applying to one or more cities, please provide a copy of the application to the
County by the application deadline of October 14,2008.
** The City of Grover Beach reserves the option to award the maximum 15%of their grant funding
allocation for public service needs. However,the City will award no less than$3,000 per award.
Please submit your application accordingly.
17.Please describe the budget for the proposed project or program. Itemize all sources of funding
expected to be available and used for this project
a. Revenues:
1. CDBG Funds requested $ 71,830
2. Other Federal fund(s)(HOPWA) $ 5.000
3. State source(s)(please describe below) $
4. Local source(s)(please describe below) $
5. Other fluids(please describe below) $
Total Revenues $ 76.830
b. Expenditures: List below by item or cost category.
Contractor/building fees $44,710
Concrete/parking space fees $20,000
Appliance expenses $ in-kind
Tenant temporary relocation costs 90 days x$65/day x l tenant $ 5,850
30 days x$65/day x 1 tenant $ 1,950
Tenant temporary meal per-diem 90 days x $36/day x 1 tenant $ 3,240
30 days x$36/day x 1 tenant $ 1,080
18.How do you plan to fund the operation and maintenance costs (if any) associated with this
project? Are these funds available now? If not, when will they be available? And from what
source(s)?
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COMMUNrry DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE B OF 10
APPLICATION FOR THE 2008 PROGRAM YEAR OCTOBER 14,2008
SAN LUIS OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
R
- Attachment 2
This housing project is supported by tenant rents well as housing subsidy grants provided by the City of
San Luis Obispo, County of San Luis Obispo and California State Office of AIDS — Housing
Opportunities for People with AIDS (HOPWA) program. All funds are currently available and are
expected to continue in future years.
19.Will CDBG funds be used to match/leverage other funds? List below funding sources and
amounts and identify award datesofthese sources.
EOC for kitchen appliances(stove,refrigerator,hot water heater)
HOPWA
I certify that the information in this application is true and accurate to the best of my knowledge and ability.
/r7 ►� a �
Signature Date
ano f✓. Iu�U?�J 6"[aaa-rJt2
Printed or typed name Title
Note to applicant:
The County and cities require all of the grant recipients to maintain general liability,automobile and
workman's compensation insurance with limits of not less than$1 million*. If you are successful.in
obtaining an award,you will be asked to providedocumentation regarding ability to provide the required
coverage.
* LiabiIity coverage may vary by jurisdiction. Please call the city/county contact to verify limits.
Prior to HUD's release of grant conditions and/or funds for the CDBG-funded project,a review of the
project's potential impact on the environment must be conducted by the awarding jurisdictions and
approved by the County of San Luis Obispo prior to obligating or incurring project costs. The County
must certify to HUD that it has complied with all applicable environmental procedures and requirements.
Should project costs be obligated or incurred prior to the completion of the necessary environmental review,
the project shall not benefit from the federal funds.
If you need assistance or have questions regarding this application,please contact any of the persons listed
below. Your application(s)can be dropped off or mailed to the following locations:
• Tim Bergman,Community Development Dept.,City of Arroyo Grande,214 E.Branch Street(P.O.Box 550),
Arroyo Grande,CA 93421,(805)473-5420.
• Valerie Humphrey,Public Works Dept.,City of Atascadero, 6907 El Camino Real,Atascadero,CA 93422,(805)
470-3460.
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COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 9 OF 10
APPLICATION FOR THE 2009 PROGRAM YEAR OCTOBER 14.2Q008
SAN LUIS OBISPo COUNTY PLANNING&BUILDING SLOPLANNING.ORG 1
t
-�` Attachment Z
• Janet Reese,Community Development Dept,City of Grover Beach, 154 S.Eighth St,Grover Beach,CA 93433,
(805)4734520.
• Ed Gallagher,Community Development Dept,City of Paso Robles, 1000 Spring St.,Paso Robles,CA 93446,
(805).237-3970.
• Michael Codron,Community Development Dept.,City of San Luis Obispo,919 Palm St.,San Luis Obispo,CA
934010(805)781-7175.
• Tony Navarro,Dept.of Planning and Building,976 Osos Street,Room 300, San Luis Obispo,CA 93408,(805)
781-5787.
z
4
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COMMUNITY DEVELOPMENT BLOCK GRANT(CDBG)PROGRAM PAGE 10 OF t0
APPLICATION FOR THE 2009 PROGRAM YEAR DCi08ER 14,2008
SAN Luis OBISPO COUNTY PLANNING&BUILDING SLOPLANNING.ORG
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APR-22-2009 67:54A FROM:LI7TLE Jl'uN CONSTRUC 8654741667 TO:F"71876A �a�h�n�ent 2
Little John Construction
(805)4aM529 Estimate
General Contractor License#727224 Number: E709
602 Farroll Rd. Unit E Grover Beach,CA 93433
Date: April 21,2009
Bill To: Work At: _
Edie Kahn Edie Kahn
Aids Support Network Aids support Network
1320 Nipomo St 345 High St
San Luis Obispo, CA 93401 San Luis Obispo, CA 93401
PO Number Tema Customer# Service Rep. Project
648 Estimate 1320 John Unit Split
—T�
Description Quantt (flours Price/Rate Amount
Labor for demolition and shoring, to 1.00 2,487.00 2,487.00
remove walls, remove sheetrock, and
framing
Hauling, dumping, and recycling 1.00 485.00 485.00
Framing for new floor plan, new 1.00 4,900.00 4, 900.00
attic access locations, fire wall_ in
attic and new window locations.
Includes all labor and materials
Rough electrical inlcudes upgrading 1.00 5,101.00 5,101.00
service to 200 amp, bring system to
code, add can lights in kitchens and
new bathroom. As much of the
existing system, boxes, switches,
light fixtures, light fixture boxes,
outlets etc. will be used
Rough plumbing per new floor plan, 1.00 9,674.00 9,674.00
includes set up for new tankless
water heater, run new 3/4 gas line
from meter to water heater location,
run new gas line to new furnace,
change gas line location for
existing furnace, set up for new
kitchen and new bath
8�-s/
RPR-22-2009 07:56A FROM:LITTLE JD"'.CONSTRUC 8054741667 T0:67" 1876 P.9
Pattachment 2
Little John Construction Estimate
General
General Contractor Ucense#727224 Number ET09
602 Farroll Rd. Unit E Grover Beach,CA 93433
Gate: April 21,2009
BIII To: _ Work At
FAid
hn Edie Kahn
pport NetworkAids Support Network
pomo St 345 High St
s Obispo, CA 93401 San Luis Obispo, CA 93401
PO Number Terms Customer# Service Rep. Project
648 Estimate. 1320 John Unit Split
Description Quantky/Hours Price/Rate Amount
Option to remove all sheetrock on 1.00 2,047.00 2,047.00
exterior walls to insulate all
exterior walls and install new sheet
rock
Option to insulate all exterior 1.00 989.00 989.00
walls
Option to insulate floors 1.00 941.00 941.00
Option to add insulation to attic 1.00 643.00 643.00
Option to remove acoustic texture on 1.00 1,150.00 11150.00
ceiling and re-texture
Heating systems. Move existing 1.00 4,200.00 4,200.00
furnace to service front, and
re-duct as needed. Install new
50,000 BTUH 808 gas fired furnace in
attic to service back unit. Add
$1,725.00 to install new furnace for
front unit as well. Includes all
labor and materials
B�j,Sa
RPR-22-2009 07:54A FROM:LITTLE JOi.CONSTRUC 8054741667 70:6271876 P.3
pagettachent
Little John Construction Estimate(805)489.6529
General Contractor License#727224 Number. E709
602 Farroll Rd. Unit E Grover Beach.CA 93433
Date: AprU 21.2009
Bill To:: Work At:
Edie Kahn Edie Kahn
Aids Support Network Aids support Network
1320 Nipomo St 345 High St
San Luis Obispo, CA 93401 San Luis Obispo, CA 93401
PO Number Terms Customer# Service Rep. Project
648 Estimate 1320 John. Unit split
Description Quantitymmrs PricelRete Amount
Drywall work. Labor and materials to 1.00 5,750.00 5,750.00
patch all drywall as needed for
electrical and plumbing work, hang
tape and texture drywall per new
floor plan, install drywall as
needed to create fire wall between
two units and in attic
Window work required for project. 1.00 3,112.00 3,112.00
Includes enlarging two bedroom
windows for egress, and installing
new window in new bathroom. Includes
removing existing windows,
installation of new windows and
siding patching
Optional window work. Move window in 1.00 5,637.00 5,637.00
bedroom of front unit, enlarge
windows in back unit living room,
install new Milgard white vinyl Low
E windows. Remove existing windows,
framing, installation of new windows
and siding patching. All new windows
8 S3
APR-22-2009 07:54A FROM:LIM-r= JON' 'WSTRUC 8054741667 TO:6271876 P.4
PagesAftacY hent 2
LitHe John Construction Estimate
(805)489-6529
General Contractor License#727224 Number. E709
602 Farroll Rd. Unit E Grover Beach, CA 93433 Data. April 21,2009
Bili To: Work.At: _. .
Edie Kahn Edie Kahn
Aids Support Network Aids Support Network
1320 Nipomo St 345 High St
San Luis Obispo, CA 93401 San Luis Obispo, CA 93401
PO Number Terms Customer Service Rep. Project _
648 Estimate 1320 John Unit Split
PrlcelRate Amount
QuantRyfflours
Description
Install all new Ikea white cabinets 1.00 4,750.00 4,750.00
in front unit kitchen per floor
plan. Includes island, pantry
cabinet, broom closet and upper and
lower cabinets as shown in plans.
Includes all labor, materials and
cost of cabinets
Install Ikea butcher block type 1.00 950.00 950.00
counter tops in front kitchen.
Includes all labor, materials and
counter tops
Option to apply two part epoxy I.OD 480.00 480.00
finish on counter tops in front
kitchen
Option to upgrade doors on upper 1.00 414.00 414.00
cabinets in front kitchen to glass
(doors
Install Ikea vanity cabinet in new 1.00 856.00 856.00
bathroom. Includes labor, materials
and cabinet
RPR-22-2099 07:55A FROM:LITTLE JOI-04 CONSTRUC 605474i667 TO:6F71876
Atta`ffiment 2
Pag
Little John Construction Estimate
(805)489-6529
General Contractor License#727224 Number. E709
602 Farroll Rd. Unit E Grover Beach, CA 93433
Date: April 21.2009
Bill To: Work At:
Edie Kahn Edie Kahn
Aids Support Network Aids Support Network
1320 Nipomc St 345 Nigh St
San Luis Obispo, CA 93401 San Luis Obispo, CA 93401
PO Number Terns Customer# Service Rep. Project
648 Estimate 1320 John Unit Split
Description Quentltymours Pricemate Amount
Install cultured marble counter top 1.00 194.00 194.00
and sink combination in new
bathroom. Includes labor, materials
and cost of counter top sink combo
Remove exisitng cabinets in existing 1.00 1,124.00 1,124.00
kitchen and linen closet in existing
bath to allow for installation of
new drywall for firewall. Re-install
existing cabinets and linen closet
after drywall work. Includes labor
and materials
Enlarge opening for new entry for 1.00 1,356.00 1,356.00
back unit. Install new fiberglass
entry door. Includes removal of
existing door framing installation
of new door,cost of new door and
hardware
Install all new interior doors. 1..00 1,690.00 1,890.00
Includes labor, materials, cost of
prehung doors and hardware
g��$J
':R-22-2009 07:55R FROM:LITTLE JOHN CONSTRUC 8054741667 70:6271876 AtlammellP16
2
Page:
Little John Construction E-+ Stl�.ate
(806)489-6629
General Contractor License#727224 Number. E709
602 Farroll Rd. Unit E Grover Beach,CA 93433 Date., April 21,2008
Bill To: Fmk At — —
Edie Kahn Edie Kahn
Aids Support Network Aids Support Network
1320 Nipamo St 345 High St
San Luis Obispo, CA 93401 San Luis Obispo; CA 93401
PO Number Terms Customer# service Rep. Project
648 Estimate 1320 John Unit Split
Description
Quantity/Hours Price/Rate7A:m�oInstall new Ikea pantry cabinet in 1.00
1,110.00
kitchen for back unit. Color will be
dark brown. Will not match existing
cabinets. Includes labor, materials
and cost of cabinet
Install all new interior casing on 1.00 605.00 605.00
doors. Includes labor and materials
Install all new base boards through
1.00 950.00 950.00
out both units. Includes labor and
materials
290.00 290.00
Install open paint grade shelving in 1.00
linen closet of front unit. Includes
labor and materials
Install L shaped pole and shelve 1.D0 690.00 640.00
system in two closets of back unit.
Includes labor and materials
189 .00 184.00
Install pole and shelf system in new 1.00
closet in front unit. Includes labor
and materials
APR-22-2009 07:55A FROM:LITTLE JON" CONSTRUC 8054741667 TO:6271876 P•7
Page,
-Attachment 2
Little John ConsVuction Estimate
(806)489.6629
General Contractor License#727224 Number: E709
602 Farroll Rd Unit E Grover Beach,CA 93433 Dom, April 21,2009
rBill To: Work At: --
Edie Kahn Edie Kahn
(Aids Support Network Aids Support Network
1320 Nipomo St 345 High St
San Luis Obispo, CA 93401 San Luis Obispo, CA 93401
PO Number Terms Customer# Service Rep. Project
648 Estimate 1320 John Unit Split
Description QuantltylHoure Pri lama Amount
Finish plumbing. Includes cost of 1.00 30989.00 .3,989.00
Rinnal tankless water heater,
fiberglass tub/shower combo unit,
new Moen faucets in kitchen and bath
of front unit, new stainless sink in
front kitchen. Includes labor and
materials
Finish electrical. Includes cost of 1.00 1,678.00 1,678.00
all finish items. Can light trim,
light bulbs, switches, outlets,
cover plates and installation of
light fixtures and or ceiling fans
Light fixture and ceiling fan 1.00 600.00 600.00
allowance
Finish flooring allowance. Includes 1.00 4,453.00 4,453.00
labor and materials to install new
Kronotex or Kingston laminate and
3nl underlayment. Includes living
room, dining room, closets bedroom
and hall of back unit. Includes
bedroom, hall, closets and bathroom
of front unit
�3�s�
r.tt
RHN PR.22-2009 07:SSR FROM:LIT7LE JOCONSTRUC 8054741667 70:6271876
Attachment 2
Little John Construction Estimate
(805)489-6529
General Contractor License#727224 Number. E709
602 Farroll Rd. Unit E Grover Beach.CA 93433 Date: April 21.2009
Work At: - �—
Bill To: _ ----
Edie Kahn
Edie Kahn
Aids Support Network
Aids Support Network
395 High St
1320 Nipomo St
SSan Luis Obispo, CA 93901
San Luis Obispo, CA 93901
PO Number
Terms Customer# Service Rep. Project
_ — -
648
Estimate 1.320 John Unit Split
QuantitylHours PricelRate Amount
Description _ --. ---
Patch existing wood floor in front
1.00 789.00 789.00
unit living room at old floor
furnace location. Includes labor,
materials, stain and varnish. Due to
age of floor, color may not be exact
match
1.00 965.00 965.00
Appliance installation. Labor to
install new dishwasher, range and
hood in front unit. Includes cost of
.white hood and donated range. Does
not include cost of dishwasher or
installation of refrigerators
1.00 3,897.00 3,897.00
Prime and paint as needed on
interior. Prime and paint siding
patches on exterior. Includes labor
and materials
1.00 9,000.OD 9,000.00
Main drain line repair allowance
Plesae note:Thta estimate Ihcludes only what b speclPically Ilsted In lNs estlmete.This sstlma%doss not Include any work to any parking
areas.Thk estlmats does trot Irtctuda anti dty tees or permlta
_l__ _ _ --
• -' Total 882,790.00
Attadment
S AN a L U IS * O B IS P 0 • C O U NTY
FqJI &&H0USM
J t I D
............._._._._.................................................... •BOOSfN6 FOR ALLO ..._...
March 13,2009
Michael Codron
Housing Programs Manager
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Dear Mr. Codron:
Thank you for supporting of the San Luis Obispo County Housing Trust Fund and participating
on the HIT Commission. The Housing Trust Fund would probably not exist were it not for the
early support that we received from the City of San Luis Obispo. The City provided us a total of
$120,000 in general operating support—$30,000 per year in housing in-lieu funds from FY2003-
4 through FY2006-7. These grants make the City our third most generous supporter.
I am writing to ask that you award the HTF an additional $30,000 in housing in-lieu funds for
calendar year 2009. These funds will ensure our continued operations and enable us to provide
more services in the City of San Luis Obispo.
The following is a summary of the various services that the Housing Trust Fund provides to
support affordable housing,including financing,technical assistance and advocacy.
1) Financing.
The Housing Trust Fund was created specifically to provide financing for affordable housing
projects that include units for very low,low and/or moderate income households. We have
raised more than$4 million in private lending capital since incorporating in 2003. These funds
allow use to provide short-term and gap financing for various kinds of housing projects. We
have loaned almost$2.5 million to date for projects that provide transitional housing for foster
care youth,affordable rental housing for seniors and building sites for Habitat for Humanity. We
currently have over$3 million available for new loans.
While we have yet to make a loan in the City of San Luis Obispo,we have tried and hope to
make one in the near future. We have worked with HASLO,the San Luis Obispo Nonprofit
Housing Corporation,Habitat for Humanity and various nonprofit service providers to help them
sponsor housing projects in this community. We are currently working with HASLO and private
real estate developers concerning projects in the City, including Moylan Terrace, the Wineman
Building and the Village at Broad Street. We are hopeful that we can assist with the financing of
one or more of these projects in the near future.
4111 Broad Street,Suite A-4,San Luis Obispo, CA 93401 4 (805)543-5970 ♦www.slochtf.ora
Attachment 3
Michael Codron
March 13,2009
Page 2 of 2
We are also seeking funds to establish a down payment assistance program for first time home
buyers. If our application is successful,we hope to implement the program later this year. We
expect that this program will be able to supplement the City's first time home buyer programs.
2) Technical Assistance.
Providing technical assistance to support both individual housing projects,and housing programs
and policies is another important activity of the Housing Trust Fund. We have provided,and
will continue to provide,technical assistance to HASLO,Habitat for Humanity and various
human service groups, including the Women's Shelter Program,Transitions-Mental Health
Association and Family Care Network,to increase their capacity to undertake and finance
housing projects. While these efforts have been county-wide in scope,they should eventually
result in more affordable housing in San Luis Obispo. I also expect that we will continue to
provide technical assistance to private developers concerning the potential to include affordable
housing in future projects.
At this time, we also plan to undertake two important technical assistance initiatives in 2009.
The first is providing information and assistance to local communities that are updating their
local housing elements. The second is working to establish a countywide Community Land
Trust(CLT). CLTs create permanently affordable ownership housing by separating the
ownership of individual homes from the ownership of the land beneath those homes. Both of
these efforts could be of value to the City.
3) Advocacy.
We also advocate for affordable housing at the federal, state and local level. This advocacy
includes speaking in support of affordable housing projects and housing policies at planning
commission and City Council meetings. It also includes monitoring state and federal laws,and
the implementation of state and federal housing programs, to ensure that the communities-in San
Luis Obispo County can benefit..
I have enclosed our board roster, list of commissioners,2009 budget, sources of operating
support and sources of lending capital,plus our latest annual report with this request. Please let
me know if you need any additional information or material to consider this request.
We look forward to continue working with you and the City of San Luis Obispo in the future.
Sincerely,
)PT
Gerald L. Rioux
Executive Director
EV-60
AttaehMept
S A No LU IS * OBISPO * COUNTY
10"OUM G
FOR ALL' '--'
Board of Directors
The Board of Directors for the San Luis Obispo County Housing Trust Fund has seven members. The
names,offices and affiliations of the current Board members are:
Board Member and Office Affiliation
R.Thomas "Tom"Jones, Chair Dean, Cal Poly College of Architecture and Environmental Design
Rachel Richardson,Vice-Chair Housing Coordinator,AIDS Support Network;Former Chair, San Luis
Obispo Supportive Housing Consortium
Dick Willhoit, Treasurer President,Estrella Associates,Inc. (developer and home builder)
Dr. Allen Haile, Secretary Community&Government Relations Director(retired),Cal-Poly;
Member, San Luis Obispo County Economic Advisory Committee
Anita Robinson President and CEO, Mission Community Bancorp
Joseph M. "Chip"Visci Associate Vice President/Communications,Cal Poly University
Dr. Julian Crocker San Luis Obispo County Superintendent of Schools
Affiliations are provided for information only.
Rev 3-9-09
4111 Broad Street,Suite A-4,San Luis Obispo, CA 93401 ♦ (805)543-5970 ♦www.slochtf.ora
3�_��
Attwbmant
S A N • L U IS * OBISPO * COUNTY
!Jlyousm� FUM
'H O U S I N G FOR ALL'
Sources of Operating Support
The San Luis Obispo County Housing Trust.Fund has raised funds from numerous sources to support our
operations.' The following table lists the sources and amounts of our grants,donations and contributions,
including commitments will plus earned income since incorporating in February 2003.2
Source of Fonds' 20034 2005 2006 2007 2008_ 2009 Combined
Government Agencies
County of San Luis Obispo $158,000 $67,200 $91,454 $108,546 $48,446 $1,554 $475;200
City of San Luis Obispo $30,000 $30,200 $30,000 $30,000 $o $o $120,200
City of Atascadero $5,000 $5,000 $5,000 $0 $13,000 $o $28,000
City of Arroyo Grande $5,000 $5,000 $5,000 $5,000 $5,000 $0 $25,000
City of Pismo Beach $5,000 $5,000 $5,000 $5,000 $5,000 $0 $25,000
City of Grover Beach $0 $10,000 $0 $10,000 $5,000 $0 $25,000
Housing Authority of SLO $20,000 $o $o $0 $0 $0 $20,000
City of Paso Robles $o $0 $5,000 $0 $7,500 $5,000 $17,500
City of Morro Bay $1,000 $0 $1,000 $1,000 $0 $0 $3,000
Total Government $224,000 $122,400 $142,454 $159,546 $83,946 $6,554 $738,900
Banks and Lenders
Bank of America so $10,000 $25,000 $15,000 $10,000 $o $60,000
Union Bank of Califomia2 $0 $10,000 $15,000 $0 $10,000 $5,000 $40,000
Rabobank(formerly Mid-State Bank) $5,000 $5,150 $200 $200 $0 $0 $10,550
Washington Mutual Bank $0 $0 $10,000 $0 $0 $0 $10,000
Downey Savings $0 $o $3,000 $0 $4,000 $0 $7,000
Los Padres Bank $0 $1,150 $1,000 $1,200 $200 $0 $3,550
First Bank of SLO $1,000 $1,150 $0 $o $0 $0 $2,150
Mission Community Bank $1,000 $150 $200 $200 $200 $0 $1,750
Heritage Oaks Bank $o $1,150 $200 $0 $o $0 $1,350
The Mortgage House,Inc. $1,000 $0 $200 $o $0 $o $1,200
Santa Lucia Bank $0 $1,000 $0 $0 $0 $0 $1,000
Coast National Bank $0 _$150 $200 $0 $o $0 $350
Total Banks& Lenders $8,000 $29,900 $55,000 $16,606 $24,400 $5,000 $138,900
Other Funders
Economic Opportunity Commission $50,000 $0 $0 $o $0 $0 $50,000
SLO County Community Foundation $5,000 $200 $0 $o $10,000 $o $15,200
United Way of SLO County $7,500 $2,413 $2,000 $0 $0 $o $11,913
Others(including In-Kind)" $2,752 $7.584 $1,247 $5,305 $1,000 $0 $11,829
Total Other Funders $65,252 $10,197 $3,247 $5,305 $11,000 $0 $95,001
Interest and Fee Income $958 $17,800 $65,338 $86,103 $68,575 $12,399 $251,173
Total Operating Support $298,210 $180,297 $266,039 $267,554 $187,921 $23,953 $1=,974
As of 3-13-09 including commitments.
This handout does not include contribution to or investments in our revolving loan funds.
2 The Housing Trust Fund was incorporated on February 28,2003 but did not become fully operational until October of that year. Revenues for 2003
and 2004 are combined.
3 Funds actually received in 2003 through 2008. Funds received or committed in 2009. SLO County committed$50,000 in 2008.
In-Kind contributions are only included to the extent that they are reported in our audit.
4111 Broad Street, Suite A-4,San Luis Obispo,CA 93401 4 (805)543-5970 ♦www.slochtf.org
Attachment 3
S A N • L U I S • O B I S P O • C O U N T Y
OUSM
MaFUM._._._.........._.............................._.........._.........._... .N O U S7 N 0 FOR ALL'
...........
Sources of Lending Capital
The San Luis Obispo County Housing Trust Fund is a Community Development Financial Institution
(CDFI) that provides financing and technical assistance to increase the supply of affordable housing
throughout our community.
We have raised more than$4 million inprivate lending capital to finance affordable housing projects.'
These funds are primarily loans and.loan commitments from local banks. Rabobank also provided a
$100,000 loan under California's CDFI Tax Credit Program,which provides the Bank a 20%state
income tax credit in exchange for charging no interest on this loan.2
We have also received loans from Catholic Healthcare West, which owns two local hospitals,the Sachs
Foundation and four religious communities. Local Realtors helped us to receive two grants totaling
$125,000 from the California Association of Realtors. In addition,more than 300 individuals, firms and
organizations have contributed$73,000 to our George Moylan Affordable Housing Fund.3
Source of Loan Funds Characteristics of Funds Amount
Mission Community Bank 10 year revolving line of credit(2.25%) $1,000,000
Rabobank(formerly Mid-State Bank) 10 year revolving line of credit(5%) $1,000,000
First Bank of San Luis Obispo5 Guidance line of credit(variable rate) $1,000,000
Catholic Healthcare West 5 year balloon payment loan (3%) $500,000
Erik&Hannah Sachs Foundation 5 year balloon payment loan(3%) $200,000
California Association of Realtors Grants $125,000
Rabobank(formerly Mid-State Bankf 5 year CDFI Tax Credit Investment(0%) $100,000
George Moylan Affordable Housing Fund Contributions $73,185
Adrian Dominican Sisters 5 year balloon payment loan(3%) $65,000
Sisters of St.Francis of Philadelphia 5 year balloon payment loan(3%) $50,000
Seton Enablement.Fund6 5 year amortizing loan(3%) $29,329
Religious Communities Investment Fund? 5 year balloon payment loan (3%) $25,000
Total Lending Capital$ $491679514
Rev 1-30-09
This figure includes funds that have both been committed to the Housing Trust Fund and received. Funds are only drawn on the Mission
Community Bank and Rabobank lines of credit and First Bank'.s guidance line as they are used to fund loans.
z More information on the CDFI Tax Credits is online at www.insurance ca.aov/0250-insurers/0700-coin/cdii-tar-credit-proentm.cfm.
3 The George Moylan AfrDrdable Housing Fund was established in October 2005 to honor and continue the work of a founding director of
the Housing Trust Fund. Additional information on the Moylan Fundis available online at www.slochtf.orp/movlan-fund.htm
These documents still list Mid-State Bank as the lender. - - - _
5 Approved but not closed
6 The Seton Fund is a program of the Sisters of Charity of Cincinnati. This investment was originally$50,000.
r Formerly with the Sisters of St.Joseph of Carondelet.
6 A$180,000 investment from the Monarch Fund and a$35,000 investment from the Adnan Dominican Sisters have been repaid.
4111 Broad Street,Suite A-4,San Luis Obispo, CA 93401 0 (805)543-5970 ♦www.slochtf.org
Attachment
SAN • LUIS • O B i S P O * COUNTY
P HOU
'NO USING FOR ALL'
Housing Trust Fund Commission
The Commission serves as the loan committee for the San Luis Obispo County Housing Trust Fund. A
majority of the Commissioners are appointed by local governments that provide financial support for the
Housing Trust Fund. The current Commissioners and their appointing authorities are:
Commissioner Appointing Authority Position
Michael Codron City of San Luis Obispo Housing Program Manager
Ed Gallagher City of Paso Robles Housing Program Manager
Kelly Heffernon City of Arroyo Grande Associate Planner
Marianne Kennedy SLO Supportive Housing Consortium Executive Director,Women's Shelter
Project
Dana Lilley County of San Luis Obispo Housing and Economic Development
Manager
Debbie Peterson City of Grover Beach City Council Member
John Stocksdale City of Pismo Beach Retired banker
Marty Tracey City of Atascadero Redevelopment Specialist
Betty Winholtz City of Morro Bay City Council Member
Rev 1-30-2009
4111 Broad Street,Suite A-4, San Luis Obispo, CA 93401 ♦ (805)543-5970 ♦www.slochtf.oro
Home Sweet Home
2006 Annual Report
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" Housing For All "
S A N * L U I5 * O B 15 P O C O U N T Y
A&HOUSING,
` f UST _ ii"
;
2006 Home Sweet Home Attachment
George Moylan Hitting a Home Run for George's Dream
Affordable Housing Fund
George Moylan was an extraordinary affordable housing advocate during
The following individuals,firms and business hours...and a passionate baseball fan during his off hours.
organizations made contributions at a
leadership level to the Moylan Fund As executive director of the Housing Authority of the City of San Luis Obispo
through 2006. for almost 19 years and a founding director of the Housing Trust Fund,George
Moylan lobbied fervently and frequently for affordable housing. For many,he
Contributors of$5,000 or more was regarded as the"father of affordable housing in San Luis Obispo County."
• Mission Community Club
• Mission Community Bank He saw affordable housing as an important and rewarding way to strengthen
• Rabobank our communities,improve the lives of our neighbors and create healthier,more
(formerly Mid-State Bank&Trust) sustainable neighborhoods. Housing that is affordable to all was his dream.
Contributors of$2,000 or more
• The Tribune When he passed away in September 2005,the George Moylan Affordable
• Anonymous Housing Fund was created at the request of his family to honor his memory
Contributors of$1,000 or more and to continue his comrrritment to creating more affordable housing locally.
• First American Title Company
• Harold Rosen Fund As of the end of 2006,over$35,000 has been raised for the Fund.
• J.W.Design&Construction
(Jerry Williams) We can almost hear George cheering from the sidelines for the success of this
• Janna&Bob Nichols "first season."
• Rotary Club SLO Charities Inc.
• Anonymous He would,however,be the first to tell you that a"home run"is really not
Contributors of$500 or more accomplished by just one individual;it takes a team effort. So to all the
• Dorothy Hawthorne players,staff and fans who participated and contributed to building the Fund to
• GMAC Mortgage this level,we thank you. You are helping people of modest income move into
• Residents for Quality Neighborhoods quality homes that they can afford. You are making neighborhoods stronger
• Jerry&Chris Rioux and creating better places for people to live,work and raise a family.
• Housing Authority of the City of
Paso Robles The George Moylan Affordable Housing Fund is a
• Ken&Nita Kenyon revolving loan fund to finance either rental or
• R.Thomas Jones&Elizabeth ownership housing projects. Loans from this memorial
Johnson fund can serve very low,low or moderate income ,...
• San Luis Obispo Association of households,including those with special needs. All ;. r
Realtors funds are used for lending,without administrative fees.
• Scott&Joshua Barnes When loans from the Moylan Fund are repaid,the r
• Shawn&Fred Novy money returns to the fund and is loaned out again to
finance additional affordable housing.
A complete list of the current contribu-
tors to the Moylan Fund is online at g an-4 we
aim to take the Fund to the next f
wwwslochtf ore/fi 1es/movlan.pdf. �
level. At the end of 2006,an ;^
ambitious goal to double the
Fund in 2007 was set. It will
take current team members and
drafting new players. Together "
we can do it. So,as George
would say,"Batter up!" (photo reprinted by permission from The Tribune.)
Page 2 San Luis Obispo County Housing Trust Fund
Bq— LJ�
Attachment
3
Home Sweet Home 2006
Dear Friends, Board of Directors
Our theme for this year's Annual Report is"Home Sweet Home." The quilt
on the cover of this report is symbolic of this theme,our mission and our Anita Robinson,Chair
organization. Mission Community Bank
The quilt symbolizes our mission of creating and preserving homes for local Rachel Richardson,Vice Chair
residents. It also symbolizes the homes that we help to create. And like the AIDS Support Network
quilt,these homes will provide comfort and safety for many generations.
Janna Nichols,Treasurer
The Housing Trust Fund(HTF)is also"homespun,"like the quilt. We are a Consultant to Community Groups
grassroots,collaborative effort. We were made from many pieces,carefully
seamed together into a"creative pattern." Dr.Allen Haile,Secretary
California Polytechnic University
Rather than follow a traditional pattern,the HTF's founders designed a unique
organization that addresses local needs and also takes advantage of local R.Thomas"Tom"Jones
opportunities. California Polytechnic University
In 2003 when the HTF was incorporated,most other housing trust funds were Joseph M."Chip"Visci
government programs and most only served one jurisdiction(usually a single The San Luis Obispo Tribune
city). Our HTF was organized as a non-profit corporation that would partner
with the entire county,including seven independent cities. There are now
nearly 600 housing trust funds in the U.S.and we are delighted that our George Moylan,In Memoriam
pioneering approach has been noted as a key trend in a national report from the (February 2003 to July 2005)
Center for Community Change.
Weare also proud of our accomplishments in 2006,which helped us to
continue our growth and diversity:
• The City of Paso Robles became an active supporter,making us a true
county-wide partnership.
• The California Association of Realtors contributed$100,000 to our
revolving loan fund as a result of support from local Realtors.
• We received$800,000 in"social investments"from Catholic Healthcare
West,the Sachs Foundation and two religious communities.
• The George Moylan Affordable Housing Fund increased to$35,850 with
gifts from more than 200 individuals,businesses and organizations.
• Twenty percent of our operating support came from the banking industry
and another twenty percent came from our loan fees and interest income.
• We closed our third loan—$339,000 to Habitat for Humanity. < A I U r I H J •cI c I>sa_N
• Our first investment under California's Community Development ,! U FUND G
Financial Institution(CDFI)Tax Credit program was committed. � , i
The Board of Directors applauds and thanks our supporters and partners for the " ""' r C" AW
tremendous support you have provided to the Housing Trust Fund. We also San Luis Obispo County
look forward to continuing and expanding our work together. Housing Trust Fund
4111 Broad Street;Suite A-6
My sincere thanks also goes to my fellow Board members,especially Janna San Luis Obispo,CA 93401
Nichols who left the board in December. Janna was with us since"day one"
and provided exceptionally dedicated service as our Treasurer. Phone: 805-543-5970
Fax: 805-543-5972
Anita Robinson Email: info@slochtforg
Board Chair Web: www.slochtf.org
San Luis Obispo County Housing Trust Fuad Page 3
Y /
Attachment 3
2006 Home Sweet Home
Commissioners
Chuck Ashton f
Council Member
City of Grover Beach " ,
a.
T& �
Dong Davidson
Housing Programs Manager
City of San Luis Obispo a ; .4# y
Ed Gallagher
Housing Program Manager
City of Paso Robles
t
04
Kelly Heffernon
Associate Planner
City of Arroyo Grande Board Members: (left to right)Janna Nichols,Anita Robinson, Tom Jones,
Dana Lillev Rachel Richardson, Chip Visci and Allen Haile.
Supervising Planner
County of San Luis Obispo Organization of the Fund
Kerry Margason
Associate Planner Teamwork is the key to the organizational success of the Fund. Whether it's
City of Atascadero daily operations or long-range planning,the Fund has assembled a valued team
David Rounds to accomplish the varied tasks and necessary elements to keep us moving
SVP, Credit Administrator forward. Specialized teams lend expertise and guidance for particular
Mid-State Bank& Trust components of the overall operation.
John Stocksdale
Retired Banker Board of Directors
City of Pismo Beach The Fundis governed by an independent Board of Directors. The Board sets
the direction and adopts policies for the Fund. The Board also oversees and
Ann Travers monitors the operations and approves each HTF loan. The Board members for
Division Manager,SLO County 2006 are listed on page three and our current members are listed online at
Department of Social Services www.slochtforg/our-team.ht
Supportive Housing Consortium
Betty Winholtz Commission
Council Member The Commission serves as the Fund's loan committee. Individual Commis-
City of Morro Bay sioners represent local governments that provide financial support to the Fund
and other interest groups within the county. The Commission recommends
loan policies and procedures to the Board. It also recommends action on loan
applications. The Commissioners who served during 2006 are listed to the left
along with their job titles and who they represent. The current Commissioners
are listed online at www.slochtf.orWour-teani.htm.
Consultants
Committee
Staff & Consultants The Steering Committee is comprised of community leaders who advise our
Board. Many are members of the San Luis Obispo Supportive Housing
Jerry Riouz,Executive Director Consortium,which helped to organize the Fund. The Steering Committee
Vivian Krug,Administrative Assistant continues to provide input to the Board by participating in strategic planning
Marilyn Mayor,Special Projects Mgr. sessions among other activities. In addition to providing valued insight and
John Dunn,Consultant community input,Committee members are a link to our roots. The members
Brian Soland,Intern of the Steering Committee are listed online at www.slochtf.ore.%our-team.htm.
Michael Profaat,Intern
Tyron Buckley,Intern
Page 4 San Luis Obispo County Housing Trust Fund
Attachment 3
Home Sweet Home 2006
Staff
Led by Executive Director Jerry Rioux,a small team of staff and consultants is
responsible for the day-today operations of the Fund. The Board,Commis-
sion and Steering Committee are all supported by this team.
What is the Housing Trust Fund?
The-San Luis Obispo County Housing Trust Fund is a private nonprofit
organization,incorporated on February 27,2003 through cooperative efforts `
by local health and social service providers,businesses and government
agencies.
The purpose of the Fund is to Jerry Rioux,Executive Director
increase the number of homes in MISSION: to increase the (Photo reprinted by permission from The Tribune)
San Luis Obispo County that
working families,seniors with supply of affordable housing
limited incomes and households for very low, low and
with special needs can afford to moderate income residents
own or rent. Rather than develop
or operate housing,the HTF of San Luis Obispo County,
provides financing and technical including households with
assistance to private developers,
nonprofit agencies and local special needs.
governments to help them create
and preserve affordable housing
throughout the county.
Programs and Services
The Fund offers two services to support the development and preservation of
affordable housing–financing and technical assistance. The HTF is also a
vocal advocate for affordable housing both locally and at the state level.
Financing — The Fund offers low cost loans with flexible terms to finance
projects that will increase or preserve the supply of affordable housing in San
Luis Obispo County. Both ownership and rental housing may be financed by
the Fund,as well as housing that provides transitional and supportive living
opportunities for those with.special needs.
The Fund has committed 40%of our resources to financing housing for those
with special needs or very low incomes.
Technical Assistance — Creating and preserving affordable housing has )(flans outstanding as
become increasingly difficult and complex throughout California. It is of December 31, 2006
particularly difficult in smaller and more rural communities like those in San Loan
Luis Obispo County where government subsidies and technical expertise are Borrower Balance
limited compared to major urban centers. As part of our technical assistance San Luis Obispo Nonprofit
efforts,the Fund helps to identify and secure state,federal and other financial Housing Corporation $647,178
resources for local affordable housing projects. We also share our knowledge,
experience and connections with local housing developers,nonprofit Habitat for Humanity for 339,000
corporations and government agencies to increase their capacity to create and San Luis Obispo County
preserve affordable housing. Family Care Network,Inc. 232,857
Total Loans Outstanding $1,219,035
San Luis Obispo County Housing Trust Fuad Page 5
-bY- 0
2006 Home Sweet Home Attachment 3
Cost of Housing Drives Advocacy — During 2006,the Fund was involved in two major policy
Workers Out of County initiatives-inclusionary housing and Proposition I C.
t Inclusionary housing is a requirement that local governments can impose
Two thirds of local employers say that housing expense is a"major problem t requiring that new housing developments either include.some affordable units
here. Even more(70%)of the 125 or contribute to the development of affordable housing. The HTF began
employers surveyed by The Tribune meeting with the Home Builders Association of the Central Coast in early
newspaper in December 2006 say it has 2006 to discuss whether the two organizations could reach agreement on a set
contributed to(collectively) of inclusionary housing policies that both of our organizations could support.
approximately 300 employees packing It took much longer than expected,but some agreement was reached.While
up and leaving town in the last 34 the organizations disagree on the fundamental merits of inclusionary housing
programs,they agree on a number of policies that must be included in order to
Yrs' make an inclusionary program effective and agree that an inclusionary
In particular,midlevel or higher profes- program works best when it is part of a much broader,communitywide
sionals,many of whom have household strategy for meeting local housing needs. The results of these meetings can be
incomes that approach or exceed six seen at www.slochtf .org/files/JPS.pdf..
figures are most at risk for leaving the We also helped to pass California Proposition IC on the November 2006 State
area. Housing expenses make it ballot. Prop IC makes$2.85 billion available for housing and related
equally hard for employers to attract
appropriately skilled employees to the infrastructure. We wrote a guest
area. editorial supporting Prop 1C and
distributed information on the ballot
"Virtually every business in San Luis
measure and its benefits. We also es
Obispo County has a recruitment prob- solicited endorsements for Prop IC
ler for higher skilled levels,"said Bill from local firms,individuals and _
Watkins,director of the UCSB Eco- organizations. Prop IC passed both Housing'for those I;eed.
nomic Forecast Project,a group that statewide and in San Luis Obispo
studies the local economy. County.
Linda Quinones-Vaughan,a Bakers- Local Housing Needs
field resident,turned down the position
of program director for the Women's San Luis Obispo County continues to be one of the least affordable housing
Business Partners program at Mission markets in California and the United States. Our shortage of affordable
Community Services Corp.in San Luis housing has a tremendous impact on those who live and work in our
Obispo in the fall of 2006. "The job community,local employers,localserviceproviders and local govemments.
was so attractive and I love San Luis
Obispo,but...the cost of living was While home sale prices started to slide during 2006,they remain far too high
just too high to justify,"Quinones- for all but a handful of local renters who want to buy a home. The House
Vaughan said. Price Index of the Office of Federal Housing Enterprise Oversight indicates
that homes in San Luis Obispo County lost 4.3%of their value from when they
Entire companies can feel the pain too peaked in the first quarter of 2006 to the fourth quarter. Even with that drop,
—especially if looking to expand. the National Association of Home Builders reported that only 7.1%of the
High costs here motivated Roger Mali- homes sold in our county during the fourth quarter were affordable to
nowski to move his business—BOB households that earn the county median income.
Trailers and Strollers--to Boise,Idaho,
in January 2006. The National Low Income Housing Coalition reports that a minimum wage
employee would need to work 102 hours per week in order to afford the rent
The new facility is three times the size for a modest 2-bedroom unit in San Luis Obispo County. Alternatively,an
of its former home in San Luis Obispo hourly wage of$17.17 is needed to afford the unit. Unfortunately,most local
and costs about one-third of what it jobs pay much less. In fact,the Califomia Employment Development
would here. Half of the company's Department estimates that 48.3%of the jobs that will be created in SLO
employees moved as well,and nearly County through 2008 will be in classifications for which the median wage
all have purchased a home in Boise. ranges from only$7.27 to$8.29 per hour.
Page 6 San Luis Obispo County Housing Trust Fund
Home Sweet Home 2006
The Long Saga of the El
Camino Senior Apartments
The El Camino Senior Apartments
` development in Atascadero proves that
when it comes to developing affordable
housing,Murphy was an optimist. It
also proves that HASLO(the Housing
Authority of the City of San Luis
Obispo)and its nonprofit affiliate,
SLONP(the San Luis Obispo Non-
Profit Housing Corporation),are
_ committed for the long haul.
I
The apartments'long saga started in
October 2002 when HASLO purchased
the property and SLONP applied to the
As 2006 came to a close,the El Camino Senior Apartments in Atascadero,funded by the
County for a$300,000 grant.
HTF in 2005 was nearing completion. Like many projects built during the real estate The City of Atascadero approved the
boom years,the project was plagued by delays and cost increases(see story to the right).
project in December 2003 and agreed to
pay for the development fees. That
same month,HASLO received$1.6
Housing costs have a tremendous impact on local residents. The 2000 Census million in tax-exempt bonds plus 4%
reported that 33.4%of the lower income households in San Luis Obispo tax credits from the State.
County paid more than half of their gross income for housing. Of the 3,139
counties in the United States,only 24 had a higher rate of"severe housing cost With the City approval and financing in
burden." Only three of those counties were in California. place,HASLO transferred the property
to the SLONP in April 2004. When the
The local housing market is particularly brutal for individuals and families project was put out to bid,bids came in
with special needs and very low income. In October 2005,local service $2 million over the original estimate.
providers conducted a homeless enumeration on a single day that identified This was a major setback.
2,408 individuals—or nearly 1%of the county's population—who were
homeless. More than one-third of the County's homeless residents(817 After considerable tweaking,the gap
individuals)were children and youth. Women and girls represented 42.5%of was narrowed to$700,000. The HTF
the county's homeless(1,015 individuals). provided a loan to fill this gap and the
stalled project moved forward in
Not surprisingly,one-third of those surveyed reported that the high cost of December 2005.
housing was the direct cause of their homelessness. Some 9%reported that
domestic violence was the cause. The most revealing statistic was that 28%of Construction started in February 2006.
the adult homeless were employed and worked an average of 34 hours per The contractor promised an August
H,cok 2006 completion date. Unfortunately,
he lost his insurance in May,halting
The lack of affordable housing has been the primary concern of local construction.
businesses for a number of years. In a 2005 survey,87%of the members of After a six week delay,a new contrac-
the San Luis Obispo Chamber of Commerce reported that"the cost and for began work,again promising the
availability of housing has made it more difficult to hire qualified employees." same completion date.
A number of local employers,including guitar manufacturer Ernie Ball Guitars
and bicycle trailer maker BOB,have either expanded in other locations or After numerous construction delays,the
simply left the county. project will be completed in 2007 at a
final cost of more than$4.6 million.
San Luis Obispo County Housing Trust Fund Page 7
6L -;� I
Attachment 3
2006Home Sweet Home
Habitat for Humanity HTF Helps Habitat Buy Site for Four Homes
International: 200,000+
Homes Built Worldwide The HTF's third loan closed in December 2006. It provided 100%financing to
Habitat for Humanity for San Luis Obispo County to purchase property on
Habitat for Humanity has built more Traffic Way in Atascadero. Habitat plans to build four homes for very low
than 200,000 homes,sheltering more income families. This is the largest and most ambitious project yet for the
than 1,000,000 people in more than local chapter of Habitat. The Atascadero homes will follow the"partnership
3,000 communities worldwide since the housing"concept:
model began in 1968. Simple. Habitat houses are mod- O.,
The concept that grew into Habitat estly sized—large enough for the af'Habitat for Humanity*
International was born at Koinonia homeowner's family's needs,but
Farm,a small,interracial,Christian small enough to keep construction `Building simple,
farming community founded'in 1942 and maintenance costs at a mini-
outside of Americus,GA.,by farmer mum. decent, affordable
and biblical scholar Clarence Jordan. Decent. Habitat uses quality, housing in partnership
»
In 1965,Millard and Linda Fuller first locally available building materi- with people in need.
visited Koinonia,having left a success- als. Trained staff supervise Habi-
U business in Montgomery,Alabama tat house construction and educate
to begin a new life of Christian service. volunteers and partner families. House designs reflect the local climate and
culture.
At Koinonia,Jordan and Fuller devel- Affordable. The labor of volunteers and partner families,efficient building
oped the concept of"partnership partnership hous-
ing"—where those in need of ade- methods,modest house sizes and a no-profit,no-interest loan(such as that
made by the HTF)make it affordable for low-income families to purchase a
quare shelter would work side bye-
with volunteers to build simple,decent Habitat for Humanity house.
houses. Securing funding from the Housing Trust Fund for the land costs was a huge
In 1968,Koinonia laid out 42 half-acre milestone for the project. With the land now secured,2007 will be a busy year
house sites plus a community park and for the project as the Habitat Family Partner/Family Selection Committee
recreation area and building began. reviews applications and determines who the new homeowners will be. Other
The Fullers expanded the concept to committee members and the local Habitat office staff will be immersed in the
developing countries in 1973,begin- building permit approval process and handling administrative details. Profes-
ning with Zaire(now the Democratic sional consultants such as engineers and architects will also be busy as they
Republic of Congo). After 3 years of continue to work on infrastructure details so the goal of breaking ground on
hard work,affordable yet adequate construction in 2007 can be met.
shelter had been created for 2,000 - -- --- -
people.
In 1976,Habitat for Humanity Intema- a ] t
tional was born and the vision contin-
ues to be successful.
In 1984,former U.S.President Jimmy i
Carter and his wife Rosalynn partici- a,t � i•• , ; `
pated in their first Habitat work trip.
Their personal involvement has brought
the organization national visibility and G'
sparked a dramatic increase in the
number of new affiliates in the U.S.
Rendering of the proposed Habitat homes in Atascadero.
Page 8 San Luis Obispo County Housing Trust Fund
j?Y-I a-
Attachment 3
Home Sweet Home 2006
Support from the Real Estate Industry "CAR is thrilled to
Members of the local real estate industry have supported,assisted and encour- support the Housing
aged the Housing Trust Fund from its early organizing stage. During 2006, Trust Fund because
local Realtors throughout SLO County,other local real estate firms and the
California Association of Realtors(CAR)all provided significant financial together we can
support to the Housing Trust Fund.
provide real opportu-
CAR Housing Affordability Fund nitiesfor ownership
In January,the California Association of Realtors,the statewide Realtors asso-
ciation,contributed$100,000 to our loan fund from its Housing Affordability in our communities. '
Fund. The application for this grant was sponsored by the San Luis Obispo Wes Burk,past president,San Luis Obispo
Association of Realtors and supported by the Atascadero Association of Association of Realtors and member of the
Realtors,the Paso Robles Association of Realtors,the Pismo Coast California Association of Realtors Housing
Association of Realtors and the Scenic Coast Association of Realtors. Affordability Fund
Special thanks goes to 1
Wes Burk,Sal Orlando
and Linda Smith from the
SLO Association for their
assistance in securing this H 0 U S 1 N 6 A F F O R D A B I L I T Y F U N D
grant.
Kim Conti Sponsors Fundraiser
Kim Conti of Kimberly's Global Real Estate Corporation sponsored a fund-
raiser and silent auction for the Housing Trust Fund in conjunction with the
open house for her new office. This event raised$2,678 that was placed into
the George Moylan Affordable Housing Fund. Kim has since joined our
Steering Committee and is organizing a second annual fundraiser.
First American Title
First American Title has selected the Housing Trust Fundus a recipient for its
charitable giving. First American's contribution in 2006 was based on the
number of escrows closed by members of the San Luis Obispo Association of
Realtors. This was the first of many contributions made by First American in
partnership with local Realtors to the George Moylan Affordable Housing
Fund. This program has since been expanded to include the members of other
associations within San Luis Obispo County.
GMAC Mortgage "Land use and the
Due to the support of Fred Bond and Donna Lewis,GMAC Mortgage donated need to develop
$600 to the George Moylan Affordable Housing Fund in 2006. p
affordable housing
are the issues of
greatest overall
concern to our
county. "
Bruce Gibson,County Supervisor
San Luis Obispo County Housing Trust Fund Page 9
EY—?_3
�1
2006 Home Sweet Home
Attachment
California CDFI Tax Credits Lending Capital - Social Investments
The State of California encourages During 2006,the Housing Trust Fund raised nearly$1 million in lending capi-
private investments in organizations tal from six different sources. Most of this capital came as social investments
like the Housing Trust Fund through its from non-traditional sources. Social investors have a double bottom line. One
Community Development Financial bottom line is financial—the other is social. They want to"do good"while
Institution(CDFI)Tax Credit program., "doing well"financially. The HTF's first social investment came from the
The program is administered by the Adrian Dominican Sisters in 2005.
California Department of Insurance.
Under the CDFI Tax Credit program The HTF's largest social investment is a$500,000 loan from Catholic
individuals and corporations,including Healthcare West,the owner and operator of two hospitals in San Luis Obispo
banks and insurancedcorp companies,can County. The Sonoma-based Erich and Hannah Sachs Foundation provided a
receive a 20nstate income tax credit $200,000 PRI or Program Related.Investments. Two religious communities—
rec
receive
20%ing ate i certified credit
i. the Sisters of Charity of Cincinnati and the Sisters of St.Francis of Philadel-
forUp to$2 million in tax credits are phia—each invested$50,000 in the HTF. All of these investments are loans
available each year. for five years at 3.0%interest.
Both equity investments and loans to The HTF is proud to receive the confidence and support of these social
CDFIs can qualify for tax credits. Tax investors and hopes to receive more social investments in the future.
Credit investments can range between
$50,000 and$4 million. They must I �Y #F. t ` Some of the new lending capital came
from grants and contributions. The Cali-
have a minimum term of five years and `x"
-�' forma Association of Realtors provided a
charge no interest. 5 $100,000 grant from its Housing Affords-
The HTF was certified as a state CDFI _ bility Fund to increase our lending capital.
�
in June 2004,but was unable to partici- In addition,more than 200 individuals,
pate in the Tax Credit program until the k
firms and organizations contributed a total
program was amended and reauthorized a u of$35,850 to the George Moylan Afford-
in 2006. able Housing Fund. The Moylan Fund
-, was created to honor the memory and
..71r: continue the work of George Moylan.
As 2006 came to a close,Mid-State
Bank&Trust(now Rabobank)agreed
At the end of 2006,the HTF had nearly
to make a$100,000 loan to the HTF in
January 2007 under the new CDFI Tax �` $4 million in lending capital. The sources
a ur„ ..... . and amounts of these funds are listed
Credit program. .�. Y _A
below.
The HTF seeks additional Tax Credit
investments. If you would like more Lending Capital as of December 31, 2006
information,please visit our website—
w„,xv.slochtf.ora/tax-crcdits.htm— Source of Lending Capital Amount
or call us at(805)543-5970. Mission Community Bank $1,000,000
Rabobank(formerly Mid-State Bank&Trust) 1,000,000
First Bank of San Luis Obispo 1,000,000
Catholic Healthcare West 500,000
Erich and Hannah Sachs Foundation 200,000
California Association of Realtors* 100,000
„' Seton Enablement Fund(Sisters of Charity of Cincinnati) 50,000
JI -�; Sisters of St.Francis of Philadelphia 50,000
ampAdrian Dominican Sisters 35,000
Son Lub ftd OisPo Courcy George Moylan Affordable Housing Fund* 35,850
Partner Agency Total Lending Capital $3,970,850
*Funds that were granted or contributed to the Housing Trust Fund
Page 10 San Luis Obispo County Housing Trust Fund
Attachment 3
Home Sweet Home 2006
Financial Statements Financial Supporters
The following organizations and indi-
The following are summaries from the HTF's annual financial statements for viduals have provided grants and contri-
2006 and 2005,which were audited by Crosby&Cindrich,CPAs. Copies of butions to support the Housing Trust
the audited financial statements are available upon request. Fund's operations since its incorporation
in 2003.(Listed in alphabetic order
Statement of Financial Position 12/31/06 12/31/2005 within each category.)
Assets Local Governments
Current Assets: City of Arroyo Grande
Cash and cash equivalents $299,394 $84,442 City of Atascadero
Interest receivable 6,324 3,803
Prepaid expenses 3,621 3,652 City of Grover Beach
Grants receivable 0 32,456 City of Morro Bay
Notes receivable(current portion) 55,415 48,909 City of Paso Robles
Total Current Assets $364,754 $173,262 City of Pismo Beach
Non-Current Assets: City of San Luis Obispo
Notes receivable(non-current portion) 1,163,593 883,948 County of San Luis Obispo
Total Assets $1,528,347 $1,057,210 Housing Authority of the City of San
Liabilities Luis Obispo(HASLO)
Current Liabilities: Banks and Lenders
Accounts payable $2,938 $o Bank of America
Accrued payroll tax liabilities 67 130
Accrued interest payable 3,951 88 Coast National Bank
Accrued vacation payable 3,820 3,247 Downey Savings
Notes payable(current portion) 8,925 0 First Bank of San Luis Obispo
Total Current Liabilities $19,701 $3,465 Heritage Oaks Bank
Long-Term Liabilities: Los Padres Bank
Lines of credit 5549,547 $897,857 Mission Community Bank
Notes payable 665,075 35,000 Rabobank
Total Long-Term Liabilities $1,214,622 $932,857 (formerly Mid-State Bank&Trust)
Total Liabilities $1.234,323 $936,322 Santa Lucia Bank
Net Assets The Mortgage House,Inc.
Unrestricted $158,679 $100,578 Union Bank
Temporarily restricted 0 0 Washington Mutual Bank
Permanently restricted 135,345 20,310
Total Net Assets $294,024 5120,888 Other Supporters
Total Liabilities and Net Assets $1,528,347 $1,057,210 Cal Poly Foundation
Charter Cable*
Statement of Activity 2006 2005 Economic Opportunity Commission
Revenue of SLO County
Grants $244,654 $127,945 Home Builders Association of the
Contributions 68,044 44,306 Central Coast
In-kind donations* 360 4,068 Peoples'Self-Help Housing Corp.
Special events&fundraising 2,678 0 Anne and Charles Quinn
Interest&loan fees 65338 18,213 Resident Owned Parks,Inc.
Total Revenue $381,074 $194,588 SLO County Community Foundation
Expenses Sinsheimer Juhnke Lebens&
Program Services $157,143 $120,477 Mclvor*
Management&General 30,405 32,304 Supportive Housing Consortium
Fund Raising 20,390 27,221 TechSoup*
Total Expenses $207,938 $180,002 United Way of SLO County
Increase in Net Assets $173,136 $14,586
• In-kind contributions recognized in audited financial statements. *These three supporters provided
significant in-kind contributions
San Luis Obispo County Housing Trust Fund Page ll
Attachment 3
Thank You to our Friends & Supporters
The San Luis Obispo County Housing Trust Fund wishes to acknowledge and thank the following
supporters who helped to underwrite the cost of producing and distributing this Annual Report.
CO�Mssion
MUNM BANK
THE ,vRRlurwuf rte Crn�1 Qwt
TRIUNE
WSPADMBANK
4 Safe, strong, and fricnd(y
HEW CAL POLY
OAKS �IJLM
BAND
Q0110 a
' A Z'FC-Al2'
H0US106 Aff.090A811IIY FV11O
UNION
BANK Ofil
Peoples'Self-Help
Rabobank Housing Corporation
San Luis Obispo County Housing Trust Fund
4111 Broad Street,Suite A-6 San Luis Obispo,CA 93401
a�- �6
_. ._._. _ Attachment 4
c
a
RESOLUTION NO. 9263 (2001 Series)
A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO
ESTABLISHING AWARD CRITERIA AND A REVIEW PROCESS FOR
ALLOCATING AFFORDABLE HOUSING FUNDS.
WHEREAS,the City Council adopted Ordinance 1348 (1999 Series)establishing
an Affordable Housing Fund for the collection and distribution of in-lieu housing fees to
promote affordable housing in San Luis Obispo;and
WHEREAS,as'a result of the in-lieu fee payments to the City under the
Inclusionary Housing Ordinance,the City has a balance of approximately$400,000 in the
Affordable Housing Fund,and this fund is available to support affordable housing in San
Luis Obispo at the sole discretion of the City Council;and
WHEREAS,the City received requests by Judson Terrace Lodge and Sojourn
Services,Inc.for the use of$215,000 and$25,000,respectively,of Affordable Housing
Funds;and to evaluate these and future funding requests in a fair and timely manner,
Council wishes to establish award criteria and a review process for the Affordable Housing
Fund;and
WHEREAS,the City Council held a meeting on December 4,2001 to consider
possible award criteria that balance the need to provide a fair, open and timely funding
award process with the desire to maintain funding flexibility to address local housing needs
and opportunities;
NOW,THEREFORE,BE IT RESOLVED by the Council of the City of San Luis
Obispo that based on its deliberations,public comments,the staff report,and on State law,
the following:
SECTION 1. Affordable Housing Fund Award Criteria. The City Council
establishes the following criteria for evaluating requests for use of the Affordable Housing
Fund:
1. Eligibility. Use of the Affordable Housing Fund(AHF)for the requested
purpose will increase or improve the City's affordable housing inventory and
promote General Plan policies regarding housing.
2. Need. There exists a substantial or overarching need for the type of housing to be
assisted.
3. Suitability. The project to be assisted is appropriate for its location,both in
terms of land use and design.
4. Timing. The project would be better serve the City's needs if it were built
immediately as opposed to later.
R.9263
bq� ��
Attachment 4
Resolution No.9263 (A I Series)
' Page 2
5.Financial Effectiveness. But for the requested assistance,the project would not
be economically feasible;or AHF fimding"leverages"significant additional funding
from other sources.
6. Readiness. The project has all necessary City approvals and is ready to proceed.
SECTION 2. Use of Award Criteria The Council will apply the above criteria
when evaluating funding requests. Requests that most closely meet the criteria will be given
the most favorable consideration in allocating Affordable Housing Funds. Under no
circumstances is Council obligated to award Affordable Housing Funds. The decision
whether to allocate funds and how much is at the sole discretion of the City Council whose
decision is final.
SECTION 3. Review Process. The Community Development Director shall be
responsible for processing requests for use of Affordable Housing Funds. Such requests
shall usually be considered concurrent with review of the City's Community Development
Block Grant Program.The Director is authorized to bring urgent funding requests to the
Council at any time,irrespective of the above review cycle.
SECTION 4. Funding Agreements. Recipients of Affordable Housing Funds
shall be required to execute an agreement with the City describing the purpose and tenors of
funding. The project or program to be funded shall meet the City's Affordable Housing
Standards,including the requirement for an affordability term of at least thirty(30)years,
and City equity participation in the project where feasible and appropriate. The City
Administrative Officer is authorized to execute such agreements for the City.
Upon motion of Council Member Schwartz,seconded by Vice Mayor Marx,and on the
following roll call vote:
AYES: Council Members Ewan,Mulholland,Schwartz,Vice Mayor Marx,
and Mayor Settle
NOES: None
ABSENT: None
The foregoing resolution was adopted this 4°i day of December 2001
Mayor Allen Settle
AeL
Lee Price, City Cleric
Attachment 5
Fiscal Status of Affordable Hota_.ag Fund
Revenues, Expenditures and Changes in Fund Balance
Revenues I Expenditures Fund Balance
Fiscal Year In-Lieu Fees Interest Total Note 2 Beginning Ending
2000-01 (Note 1) 193,700 8,200 201,900 201,900
2001-02 464,900 20,000 484,900 201,900 686,800
2002-03 747,800 28,300 776,100 (215,000) 686,800 1,247,900
2003-04 60,500 8,500 69,000 (30,000) 1,247,900 1,286,900
2004-05 323,300 32,500 355,800 (30,000) 1,286,900 1,612,700
2005-06 1,863,700 68,500 1,932,200 1,612,700 3,544,900
2006-07 627,200 160,500 787,700 (530,000) 3,544,900 3,802,600
2007-08 682,400 155,600 838,000 (630,000) 3,802,600 4,010,600
2008-09 465,700 183,700 649,400 219,900 4,010,600 4,440,100
Cumulative Total $5,429,200 $665,800 $6,095,000 $1,654,900 $4,440,100
Commitments
First time home buyers'program (195,700)
Housing Authority,Humbert Project (109,900)
Laurel Creek BEGIN funds 8 units (514,534)
Wineman Hotel Rehabilitation 30 units (1,500,000)
Habitat for Humanity 2 units 323,500
Total Commitments 40 units 2,643,634
Net Available for New Programs at May 20,2009 $1,796,466
... -. Allocations
Villages at Broad (ROEM Development) 42 units $1,000,000
Judson Terrace Homes $45,000
AIDS Support Network 1 unit $82,780
SLO County Housing Trust Fund $30,000
Total Proposed Allocations 43 units $1,157,780
Net Available for New Programs if All Current Requests Approved $638,686
NOTES
1. 2000-01 is the first year that in-lieu fees were received.
2. Expenditure Summary To-Date
PurposeYear -
2002-03 Judson Terrace Lodge 32 units 215,000
2003-04 Operating Support:SLO County Housing Trust Fund 30,000
2004-05 Operating Support:SLO County Housing Trust Fund 30,000
2006-07 People's Self-Help Housing:Villas at South.Higuera 38 units 500,000
2006-07 Operating Support:SLO County Housing Trust Fund 60,000
(Two-Year Commitment).'
2007-08 Housing Authority, Humbert Project 21 units 600,000
2008-09 First time home buyers'program 1 unit 34,454
2008-09 Laurel Creek BEGIN funds 2 units 185,446
Total 92 units 1,654,900
Originally allocated for North Chorro project
" $30,000 of these funds were disbursed in 2007-08.
Total Actual and Proposed Expenditures=$5,456,314 Total Actual and Proposed Units= 175
Total AHF Spent per Unit if All Proposed Allocations are Approved and All Units Built $31,179/unit
Fq- l9
f
Attachment 6
City Council Resolution No. (2009 Series)
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN
LUIS OBISPO APPROVING AFFORDABLE HOUSING FUND AWARDS FOR
JUDSON TERRACE HOMES,AIDS SUPPORT NETWORK,AND
SLO COUNTY HOUSING TRUST FUND.
WHEREAS, the City Council of the City of San Luis Obispo met in the Council Chamber
of City Hall, 990 Palm Street, San Luis Obispo, California, on June 2, 2009 for the purpose of
considering multiple requests for Affordable Housing Fund(AHF) assistance; and
WHEREAS, the projects and programs proposed by Judson Terrace Homes, AIDS
Support Network and SLO County Housing Trust Fund meet the eligibility criteria established by
the City Council; and
WHEREAS, each of the proposed projects recommended for funding at this time are
categorically exempt under the California Environmental Quality Act; and
WHEREAS, the City Council has duly considered all evidence, including the testimony
of the applicant, interested parties, and the evaluation and recommendations by staff presented at
said meeting.
BE IT RESOLVED,by the City Council of the City of San Luis Obispo as follows:
SECTION 1. Findings. The City Council does hereby make the following findings in
support of the proposed Affordable Housing Fund awards:
1. Eligibility: The project will increase or improve the City's affordable housing inventory and
promote General Plan policies regarding housing, as follows:
Judson: The project will help preserve and improve 107 affordable housing units.
ASN The project will create one affordable housing unit and extend deed-restrictions on
three other units for an additional 35 years. In total, the project will create affordability
agreements for four units extending to 2064.
HTF: The proposal does not create any units on its own, but HTF improves the City's
capacity for providing affordable housing, provides technical assistance to City staff and
developers of affordable housing in the City, and HTF advocates for affordable housing
projects, consistent with City policy.
2. Need. There exists a substantial or overarching need for the type of unit to be assisted, as
follows:
Judson: The project provides affordable housing for senior citizens at the low and very-
low income range.
ASN: The project will create an additional low-income unit in a neighborhood setting,
and will insure the affordability of four units on the site until 2064.
HTF: The HTF contributes to affordable housing at the very-low, low and moderate
income ranges. ��
City Council Resolution Nu. (2009 Series) Attachment 6
Page 2
3. Suitability: The project to be assisted is appropriate for its location both in terms of land use
and design, as follows:
Judson: Judson Terrace Homes is an existing project.
ASM.- The proposal does not involve significant changes to the site or its surroundings
and will involve minimal changes to the exterior of the existing building.
HTF: This criteria would be evaluated for any future HTF affordable housing projects in
the City of San Luis Obispo that also receive an AHF grant.
4. Timing. The project would better serve the City's needs if it were built immediately as
opposed to later, as follows:
Judson: Termite treatment and repair should not be delayed because termite treatment
has been deemed necessary and if the project is delayed the required repairs could become
more extensive.
ASN.- The project should be funded now so that ASN clients can have independent living
facilities to better serve their needs.
HTF: Funding should be provided now so that HTF has adequate funds to cover
operating expenditures during the 2009 calendar year.
5. Financial Effectiveness: But for the requested funding, the project would not be feasible; or
the project leverages significant additional funding from other sources, as follows:
Judson: Judson Terrace Homes has limited ability to fund its projects through rents and
grant funding from HUD. Their recent CDBG application to the City was not approved,
and the project will not be feasible in the near term without AHF support.
ASN: ASN applied for CDBG funding and was not approved. The amount of funding
needed for the project exceeds ASN's fundraising ability and the project will not be
feasible without AHF support
HTF: The City's AHF award would leverage significant additional funding from other
sources. As shown the application materials, a total of$1.22 million has been provided
to HTF for operating support since 2003.
6. Readiness: All of the proposed projects have all of their necessary discretionary approvals
and are ready to move forward.
Section 2. Affordable Housing Fund Award,Judson Terrace Home. The City Council does
hereby approve an Affordable Housing Fund grant in an amount not to exceed $45,000, subject
to the following conditions of approval`.
1. The applicant shall obtain at least one additional bid for the work to be accomplished.
2. Distribution of the approved award shall be made only after an invoice is submitted from
the approved contractor with the lowest reasonable bid for the work, up to the total cost
of the project, or$45,000, whichever is less.
City Council Resolution Nu. '(2009 Series) Attachment 6
Page 3
3. A construction permit must be obtained for any repair work that requires permitting and
inspection, to the approval of the City's Chief Building Official.
Section 3. Affordable Housing Fund Award, AIDS Support Network. The City Council
does hereby approve an Affordable Housing Fund grant in an amount not to exceed
$82,780, subject to the following conditions of approval:
1. The applicant shall obtain at least one additional bid for the work to be accomplished.
2. Distribution of the approved award shall be made only after an invoice is submitted from
the approved contractor with the lowest reasonable bid for the work, up to the total cost
of the project, or$82,780,whichever is less.
3. A construction permit is required for the project.
Section 4. Affordable Housing Award, SLO County Housing Trust Fund. The City Council
does hereby approve an Affordable Housing Fund grant in the amount of $30,000 to
support operations.
Upon motion of , seconded by ,
and on the following vote:
AYES:
NOES:
ABSENT:
The foregoing resolution was adopted this 2nd day of June, 2009.
Mayor David F. Romero
ATTEST:
Audrey Hooper
City Clerk
APPROVED AS TO FORM:
Jo than . well
City Attorney