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2024-03-06 - CDBG Regular Meeting Agenda
City of LYNWOOD California 11330 Bullis Road Lynwood, CA 90262 (310) 603-0220 COMMUNITY DEVELOPMENT BLOCK GRANT ADVISORY BOARD (CDBG) REGULAR MEETING Wednesday, March 6, 2024 6:00 p.m. CITY HALL COUNCIL CHAMBERS 11330 BULLIS ROAD LYNWOOD, CA 90262 AGENDA In compliance with the Americans with Disabilities Act (ADA), if you are a disabled person and need a disability related modification or accommodation to participate in this meeting, please contact the City Clerk's Office at (310) 603-0220 ext. 214. Requests must be made as early as possible, and at least one full business day before the start of the meeting. Staff reports, writings, or other material related to an item on this agenda which are distributed to the Community Development Block Grant Advisory Board less than 72 hours before this scheduled meeting shall be available for public inspection in the Office of the City Clerk located at 11330 Bullis Road, Lynwood, CA 90262, during normal business hours. 1. CALL TO ORDER 2. CERTIFICATION OF AGENDA 3. PLEDGE OF ALLEGIANCE 4. ROLL CALL Janeth Garcia, Board Member Hilario Esparza, Board Member Sylvia Ramirez, Board Member Yolanda Rodriguez -Gonzalez, Board Member Maricruz Sanchez, Board Member 5. APPROVAL OF MINUTES a. Minutes of November 8, 2023 DULY POSTED FEB 2 9 2024 CITY CLERK MARIA QUINON 1 6. PUBLIC ORAL COMMUNICATIONS (Regarding Agenda Items Only) 7. NON -AGENDA PUBLIC ORAL COMMUNICATIONS (This time is reserved for members of the public to address the CDBG Board relative to matters that are not on the agenda. No action may be taken on non -agenda items unless authorized by law). 8. NEW/OLD BUSINESS a. Public Hearing on the Fiscal Year 2024-2025 Annual Action Plan for Federally Funded Programs 9. COMMUNITY DEVELOPMENT BLOCK GRANT ADVISORY BOARD ORAL AND WRITTEN COMMUNICATIONS (This section is designed for Board Members to report on outside meetings attended that pertain to the work of the Board). Janeth Garcia Hilario Esparza Sylvia Ramirez Yolanda Rodriguez -Gonzalez Maricruz Sanchez 10.ADJOURNMENT APPROVED BY: G. a Linares, Di • or of Community Development C = Advisory Board 2 COMMUNITY DEVELOPMENT BLOCK GRANT ADVISORY BOARD (CDBG) REGULAR MEETING MINUTES NOVEMBER 8, 2023, 6:00 p.m. The Regular Meeting of the Community Development Block Grant Advisory Board (CDBG) of the City of Lynwood was held on Wednesday, November 8, 2023 at 6:00 p.m. through Web Conference via Zoom — Meeting ID: 837 2196 0563 Passcode: 60445372. The agenda was duly posted as prescribed by the Brown Act. CALL TO ORDER Meeting was called to order by Board Member Rodriguez -Gonzalez at 6:05 p.m. Suzanne Trejo of Community Development Department took roll call. Board Member Attendance: Present — Garcia, Rodriguez -Gonzalez, Sanchez Absent — Ramirez Staff: Present — Suzanne Trejo Absent — None PLEDGE OF ALLEGIANCE Pledge of allegiance was led by Board Member Sanchez. APPROVAL OF MINUTES Board Member Rodriguez -Gonzalez made a motion and Board Member Garcia second to approve the minutes of April 19, 2023 Regular Board Meeting. Votes resulted in: Ayes: Garcia, Rodriguez -Gonzalez, Sanchez Noes: None Abstain: None Absent: Ramirez Motion carried. Vote 3/0 PUBLIC ORAL COMMUNICATIONS — Please refer to audio. NON -AGENDA PUBLIC ORAL COMMUNICATIONS — Please refer to audio. 1 NEW/OLD BUSINESS ITEM A: Consolidated Annual Performance and Evaluation Report (CAPER) for FY 2022-2023 Board Member Rodriguez -Gonzalez made a motion and Board Member Sanchez second to approve Item A: Consolidated Annual Performance and Evaluation Report (CAPER) for FY 2022-2023 Votes resulted in: Ayes: Garcia, Rodriguez -Gonzalez, Sanchez Noes: None Abstain: None Absent: Ramirez Motion carried. Vote 3/0 COMMUNITY DEVELOPMENT BLOCK GRANT ADVISORY BOARD ORAL AND WRITTEN COMMUNICATIONS — Please refer to audio. ADJOURNMENT Meeting was adjourned at 6:40 p.m. AGENDA STAFF REPORT DATE: March 6, 2024 TO: Honorable Chair and Members of the CDBG Advisory Board of the City of Lynwood APPROVED BY: Gabriel Linares, Director of Community Development PREPARED BY: Suzanne Trejo, Administrative Analyst II SUBJECT: Public Hearing on the Fiscal Year 2024-25 Annual Action Plan for Federally Funded Programs Recommendation: It is recommended that the CDBG Advisory Board conduct a public hearing and take public testimony on the Annual Action Plan covering the period July 1, 2024 — June 30, 2025. Background: The City of Lynwood is a federal entitlement grant recipient of Community Development Block Grant (CDBG) and HOME Investment Partnership (HOME) funds from U.S. Department of Housing and Urban Development (HUD). As part of the process to receive funding, the City must undertake development of a Consolidated Plan and Annual Action Plan. It is called a Consolidated Plan because it consolidates the application process for HUD's four entitlement grants into one consolidated plan and application. The four grants are CDBG, HOME, Housing Opportunities for Persons with AIDS (HOPWA), and Emergency Shelter Grant (ESG). All four grants are driven by an entitlement formula process set by the federal government. The City is eligible to participate in two of these programs (CDBG and HOME). As part of the requirements of the federal Consolidated Plan process, the City is required to hold a public hearing regarding the projected use of funds prior to adoption of its Consolidated Plan and Annual Action Plan. In order to receive the FY 2024-25 allocations, the City must comply with the following requirements of the Consolidated Plan final rule regarding pre -submission requirements: ➢ Fulfill citizen participation requirements by conducting a public hearing to receive citizen input regarding annual funding needs; CDBG Advisory Board March 6, 2024 Page 2 of 3 ➢ Publish a draft Plan and Annual Action Plan for a 30 -day comment period in order to receive citizen input regarding the final document; and ➢ Conduct a public hearing adopting the final Plan and the Annual Action Plan. The Annual Action Plan is a part of the Consolidated Plan, which takes all HUD requirements regarding planning, needs analysis, reporting, budgeting, citizen participation and certifications and incorporates them into one process. The full Consolidated Plan must be completed once every five years and the Annual Action Plan must be completed annually. Discussion: The Federal government is currently working on allocating CDBG and HOME funding awards for FY 2024-25 and has not yet announced the final amounts to each participating community. While federal funding awards have not yet been announced by HUD for FY 2024-25, the City of Lynwood estimates it will receive close to the same funding as received in FY 2023-24, which is approximately $971,800, in CDBG funds and $518,259 in HOME funds. However, the City will not be certain of the actual funding amount for either program until the federal notification of awards. In conducting this public hearing, written invitations were sent to and received from the seven non-profit organizations (Fair Housing Foundation, Lucy Avalos Community Center, Lynwood Athletics Community Services, Lynwood Senior Center, HOPICS, Lynwood Sports Program and The Harmony Project) that are currently receiving CDBG funding. The City did not received any new non-profit social service requests. Copies of the written proposals received from each organizations have been included with this report. It is expected that all the organizations requesting funding will be represented at the public hearing. The hearing is also open to the public and anyone present can submit a funding request for the CDBG Advisory Board's consideration. However, in accepting these recommendations only three broad funding categories are considered eligible under CDBG regulations. A project must either provide benefits to low or moderate -income persons, eliminate slum or blighted conditions, or is an urgent need. In addition, of the CDBG funds received, no more than 15% of the annual grant amount can be used for social service activities and no more than 20% of the grant amount can be used for administrative and program delivery activities. More than 70% of all funds received must be used for low -to -moderate income activities. Of the HOME funds received, no more than 10% can be used for administrative and program delivery activities and 15% must be set aside for a Community Housing Development Organization (CHDO), as constituted under the regulations. The balance of funds can only be used for housing activities. Due to limited resources and potential cuts in funding, it may not be possible for the CDBG Advisory Board to endorse all of the projects that have been submitted by the various parties that attend tonight's public hearing. In addition, due to the federal funding CDBG Advisory Board March 6, 2024 Page 3 of 3 restrictions discussed above, the CDBG Advisory Board will be limited in the amount of funds available for social service activities. To properly evaluate all proposed projects, it is recommended that the CDBG Advisory Board defer making any recommendations this evening until the City has received confirmation of our grant amounts with HUD. A summary of all funding requests and staff recommendations will be provided to the CDBG Advisory Board for review at a future meeting. Attachment — Funding Requests FAIR HOUSING FOUNDATION City of Lynwood Community Development Block Grant Public Service Application Request for Funding Fiscal Year 2024-25 DEADLINE Deadline for returning completed applications is 5:00 p.m., Thursday, February 8, 2024. Applications may be return via email to strelo(a Ivnwoodca.gov or through US Postal Service to the below address. Postmarks and late applications will not be accepted. Suzanne Trejo, Administrative Analyst II City of Lynwood Community Development Department 11330 Bullis Road, Lynwood, CA 90262 REQUIRED REVIEW Prior to submitting a proposal, it is required that you review "Playing by the Rules: A Handbook for CDBG Sub -recipients on Administrative Systems". Please pay special attention to chapters two and five. The handbook can be located at the following link: https://www. hudexchange. info/resource/687/pIaving-bv-the-rules-a-handbook-for-cdb subrecipients-on-administrative-systems/ REQUIRED DOCUMENTS Please submit the following information along with your completed application by the abovementioned deadline. Completed and Signed Application — Parts I -VI N Articles of Incorporation N Non -Profit Determination — 501(c)3 IRS Letter N List of Board of Directors N Organizational Chart N Most Recent Audited Financials N Resumes of Key Administrators N Job Descriptions for Personnel/Positions Listed in Application N Most Recent Certificates of Insurances N System for Award Management Report — www.sam.gov. Search and save as PDF. CONTACT If you have any questions regarding the City of Lynwood's Community Development Block Grant (CDBG) funded program, please contact: Contact: Suzanne Trejo, Administrative Analyst II Email: strejo@lynwoodca.gov Phone: (310) 603-0220, Ext. 601 Application Period Opened from January 11, 2024 — February 8, 2024 (5:00 p.m.) I. APPLICANT AND PROJECT/ACTIVITY INFORMATION Legal Name of Organization/Agency Fair Housing Foundation Program/Activity Title Fair Housing Services Physical Address 3605 Long Beach Blvd. Ste. 302 City, State, ZIP Long Beach, CA 90807 Type of Organization ® Non -Profit E Government ❑ For -Profit Tax ID 95-6122678 DUNS Number 148130768 Name of Workers' Compensation Insurance (Government exempt) Sequoia Insurance Company Coverage Amount 1,000,000 Expiration Date 7/31/24 Name of General Liability and Property Damage Insurance (Government exempt) Nonprofits Insurance Alliance Ca Coverage Amount 1,000,000 Expiration Date 9/1/24 Name of Applicant Contact Stella Verdeja Title Executive Director _ Mailing Address 3605 Long Beach Blvd. Ste 302 City, State, ZIP Long Beach, CA 90807 Email sverdeja@fhfca.org _ Phone 562-989-1206 ext. 1100 Fax 562-989-1836 Amount of CDBG Funds Received in FY 2023-24 from Lynwood ($) $13,000 Amount of CDBG Funds Requested for FY 2024-25 ($) $13,000 Approximate Total Number of Unduplicated Beneficiaries (Persons or Households) to be Served 200 Unduplicated Households Type of Beneficiary ❑ Persons 0 Households Groups that the Program/Activity will Serve (Check all that apply) ❑ Youth ® Adults ❑ Abused/Neglected Children ® Households ❑ Community 0 Housing Units 0 Public Facilities 0 Businesses 0 Seniors ❑ Homeless Persons I Disabled Persons ® Battered Spouses Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 2 II. CDBG ELIGIBILITY CDBG Eligible Activity Categories Please choose the CDBG Eligible Activity Category for your proposed project. ® Public Service. Improves community public services and facilities, including but not limited to those concerned with employment, fair housing and homeownership, homelessness, crime prevention, child care, health, drug abuse, education or recreational needs. ❑ Public Facilities/Improvements ❑ Housing/Special Activities by Subrecipients ❑ Economic Development ❑ Acquisition and/or rehabilitation of real property 0 Other. CDBG National Objective Compliance Your proposed project/activity must meet at least one of HUD's CDBG National Objectives. Please check all that apply to your proposal. ® Benefits Low and Moderate Income (LMI) Individuals/Households. 0 Addresses the prevention or elimination of slums or blight. Meetings National Objectives Check all statements that describe how your proposed project/activity meets one of the National Objectives above: II Low/Moderate Area Benefit —The project serves only a limited area which is proven by current Census data or survey to be a low-income area. By choosing this category you must be able to prove your project/activity primarily benefits low/moderate income households. ❑ Low/Moderate Limited Clientele — The project/activity benefits a specific group of people (rather than all areas in a particular area), at least 51% of whom are low/moderate income persons. Income verification for clients must be provided for this category. The following groups are presumed to be low/moderate: abused children, elderly persons (62 or older), battered spouses, homeless persons, adults meeting the Census definition of severely disabled, illiterate adults, persons living with AIDS and migrant farm workers. ❑ Slum or Blight on an Area Basis — Area basis activities must be within an officially designated area as defined under State or local law, and addresses one or more of the conditions that contributed to the deterioration of the area. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 3 III. PROJECT NARRATIVE (If more space is needed for any section, please attach on separate sheet.) PROJECT/PROGRAM DESCRIPTION. Briefly describe the proposed service/activity/project to be carried out with the funds requested. The Fair Housing Foundation (FHF), a non-profit organization was incorporated on December 1964 and has been in existence for 60 years. FHF provides a Fair Housing Program; there are four (4) components within Fair Housing Program that requires enormous and ongoing education to comply with the HUD requirement to Affirmatively Further Fair Housing and it includes: 1. Fair Housing Discrimination Complaint Intake, Investigations, and Resolutions; 2. Education and Outreach Activities conducted in the City of Lynwood; 3. Landlord and Tenant Counseling, Mediations, and Assistance 4. Activities to Affirmatively Further Fair Housing FHF will not limit the number of clients served although the goal is to provide a minimum of 180 unduplicated households with direct services and another 400 individuals assisted and educated through one of multiple outreach activities conducted in the City of Lynwood. COMMUNITY NEED. Does your proposed project/activity address an identified gap in service or current need in the community? Document the need for the project/program. FHF's Fair Housing Program meets the U.S. Department of Housing and Urban Development requirement that CDBG recipients must Affirmatively Further Fair Housing. This requirement is outlined in the following: Title VIII of the Civil Rights Act of 1968; Section 808(e)(5) of the Fair Housing Act; Section. 104(b)(2) of the Housing and Community Development Act of 19741974, as amended, and Section 105(b)(3) of the National Affordable Housing Action of 1990. FHF's Fair Housing Program meets the National Objective to benefit low- and moderate -income persons, area wide, throughout the entire city limits. The program specifically provides for the provision of public and community services for very low- and low-income persons and persons with special needs. Historically, FHF provides direct client services to 87% low and very low-income persons. The program provides services that benefit families and individuals by addressing general housing and fair housing issues in their living environment improve services, housing, and/or shelter. BENEFIT. Discuss how the project/program provides benefit to low-income persons. FHF's Fair Housing Program meets the National Objective to benefit extremely low to moderate income persons, area wide, throughout the entire city limits. The program specifically addresses services to the extremely low to moderate income persons as well as to those with special needs including those whom are disabled, veterans, seniors, and female -headed -households. Organizationally, FHF provides direct client services to 87% extremely low to moderate income persons and 33% represent those with special needs. Lynwood's FY 2022/2023 Annual Report reflects 96% of direct client services were extremely low to moderate income households and 10% represented those with special needs. COLLABORATION. Has your organization/agency developed this project in collaboration with other groups/organizations? If so, please list the groups/organizations and describe their roles in this project. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 4 No SIMILAR RESOURCES. Is a similar service provided by another agency/organization? If so, how will your program/activity differ? No OUTREACH. Discuss outreach efforts for the proposed service/activity/project. FHF provides a comprehensive and extensive education and outreach program. The purpose of this program is to educate tenants, landlords, owners, Realtors and property management companies on fair housing laws; to promote media and consumer interest; and to secure grass roots involvement within the community. FHF conducts education and outreach activities as a vital part of our practices. Our motto is "Education over Litigation" and our scope of activities illustrates exactly that. We bring fair housing to the City of Lynwood. FHF has learned to utilize the expertise of all staff for the Education and Outreach Program. Although the Outreach Coordinator is responsible for marketing, scheduling, and meeting all goals and requirements, all staff are utilized within their area of expertise and involved in community engagement. In order to obtain the highest level of participation at every activity conducted, FHF has a checklist of marketing strategies and requirements to accomplish for each activity. This includes: Developing an activity flyer; Marketing the flyer to City staff, community based organizations and to our ever-growing database of tenants, landlords, and owners within the city; Provide the public cable channel and local newsprint media with the flyer as well as public service announcement; Announce the activity on social media including Facebook, Twitter, Instagram, the City's website, and FHF's Website and calendar, both of which accepts RSVP's online. To achieve this level of participation takes an enormous amount of organization, planning, scheduling and tracking, all of which FHF excels in. FHF's has an excellent education and outreach team that has expanded and continues to evolve and adapt to stay current with the times. FHF provides now offers a hybrid model to include both virtual and in -person activities within the city limits. FHF offers virtual Fair Housing Workshops using zoom and virtual one-on-one counseling with clients. The FHF website has been upgraded for easy use and provides language translations and instant chat. Additionally, FHF has increased our social media presence and incorporating literature distribution using email lists collected from our clientele and UPS door-to-door mailers targeting low-income zip codes. FHF believes that building working relationships and collaborations with individuals and groups throughout our service areas provides untapped avenues to reach the targeted population in the city. FHF has been making significant strides in solidifying collaborations with legal organizations to ensure clients will have the necessary assistance with legal proceedings such as evictions. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 5 PERFORMANCE SCHEDULE. Prepare a Work Plan for implementation/completion of the services and activities. Identify activities and completion dates below. Activity Please review Attachment 1— Scope of Work and Performance Schedule Completion Date 6/30/25 OTHER SOURCES OF FUNDS. List all other funding sources that will be used to undertake the proposed project/program and status of each source. Source Name 25 Cities in OR & LA Counties Committed or Fund Amount ($) Pending Pending 526,953 Current Status Pending Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 6 IV. PROPOSED PUBLIC SERVICE BUDGET Scope of work and use of CDBG funds must be directly related. The CDBG funds requested must be used to provide a direct benefit/service to low- or moderate -income residents of the City of Lynwood. Proof of income eligibility and current residence must be acquired from all recipients. Adequate documentation must also be provided by the Agency to support costs associated with the services provided. This includes such support as timesheets to demonstrate the amount of time spent on each service, cancelled checks to demonstrate payment, client intake forms to demonstrate who received the service and any other documentation deemed necessary to show a direct correlation between the service provided and the costs associated with them. Please use the following format to present your proposed line item budget: Column A: List the items for which you anticipate the need for CDBG Funds during FY 2024-25. Column B: Provide the projected request for CDBG funds. Column C: Provide the total of other funds to be used. Column D: List the name of the other funding source. Column E: List the total line budget. Please round your request to the nearest ten. Column A BUDGET ITEM Column B CDBG REQUEST ($) Column C OTHER SOURCES ($) Column D NAMES OF OTHER SOURCES Column E TOTAL BUDGET ($) Personnel* Executive Director $ 1,146 $ 46,441 25 Cities in OR & LA Counties $ 47,587 Program Manager $ 1,273 $ 51,593 25 Cities in OR & LA Counties $ 52,866 Community Engagement Liaison $ 628 $ 25,465 25 Cities in OR & LA Counties $ 26,093 Outreach Coordinator $ 757 $ 30,688 25 Cities in OR & LA Counties $ 31,446 Outreach Coordinator $ 761 $ 30,845 25 Cities in OR & LA Counties $ 31,606 Fair Housing Specialist $ 228 $ 9,239 25 Cities in OR & LA Counties $ 9,467 Case Analyst $ 198 $ 8,021 25 Cities in OR & LA Counties $ 8,219 Housing Counselor $ 858 $ 34,797 25 Cities in OR & LA Counties $ 35,655 Housing Counselor $ 913 $ 37,008 25 Cities in OR & LA Counties $ 37,921 Housing Counselor $ 807 $ 32,693 25 Cities in OR & LA Counties $ 33,500 Receptionist $ 243 $ 9,859 25 Cities in OR & LA Counties $ 10,102 CDBG Testers $ 135 $ 5,470 25 Cities in OR & LA Counties $ 5,605 Fringe $ 1,291 $ 52,326 25 Cities in OR & LA Counties $ 53,617 Personnel Total $ 9,238 $ 374,446 $ 383,684 Non -Personnel Rent/Lease $ 1,597 $ 64,727 25 Cities in OR & LA Counties $ 66,324 Communication $ 328 $ 13,279 i 25 Cities in OR & LA Counties $ 13,607 Mileage/Travel $ 196 $ 7,938 25 Cities in OR & LA Counties $ 8,133 Consultants $ 520 $ 21,072 25 Cities in OR & LA Counties $ 21,592 Insurance $ 286 $ 11,609 25 Cities in OR & LA Counties $ 11,896 Staff Development $ 24 $ 976 25 Cities in OR & LA Counties $ 1,000 Supplies $ 812 $ 92,112 25 Cities in OR & LA Counties $ 92,924 Non -Personnel Total $ 3,762 $ 152,507 $ 156,269 TOTAL PROJECT BUDGET $ 13,000 $ 526,953 $ 539,953 *For personnel, complete the following CDBG-Funded Personnel Tables. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 7 CDBG-FUNDED PERSONNEL 0 Check this box if CDBG funds will NOT be used to fund personnel. If CDBG funds will be used to fund personnel, complete the following tables, as appropriate. Only list personnel that will be paid with CDBG funds. AGENCY ADMINISTRATION Job Title Annual Salary Annual Benefits ($) ($) Total Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) Executive Director $94,139 $15,161 $109,300 $1,332 2.41% Program Manager _ $56,733 $9,137 $65,870 $730 2.41% PROPOSED PROGRAM STAFF Job Title Annual Salary ($) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) Community Engagement Liaison $ 66,708 $10,743 $77,451 $1,480 2.41% Outreach Coordinator (2) $80,583 $12,977 $93,560 $1,765 4.82% Fair Housing Specialist $60,000 $9,663 $69,663 $265 2.41% Case Analyst $42,000 _ $6,764 $48,764 $230 2.41% Housing Counselor (3) $108,673 $17,501 $126,174 $2,997 7.22% Receptionist $33,872 $5,455 $39,327 $283 2.41% CDBG Tester $27,760 $4,470 $32,230 $157 2.41% KEY PERSONNEL DUTIES. Provide a list of the duties of key personnel listed above. Job Title Duties Executive Director Directs day-to-day operations, grant writing, budgeting, develop and implement policies and procedures, and oversight. Program Manager Oversees program implementation, leads all special projects, conducts housing discrimination studies and audits, and counsels general housing. Community Engagement Liaison Department Lead. Engages community in partnerships and education. Reporting, scheduling, and coordinating implementation of outreach activities. Outreach Develops marketing materials & programs, works with CBO's & City staff, and conducts Coordinator outreach activities. Fair Housing Department Lead. Reporting, counsel, intake, and investigate allegations of housing Specialist discrimination. Case Analyst Counsel, intake, and investigate allegations of housing discrimination. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 8 Housing Counselor Counsel, mediate, assist, refer, and resolve landlord & tenant issues. Receptionist Answers all incoming calls, email&, and website instant chat. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 9 COST RATIONALE. If you consider it necessary, explain why your program/activity costs is reasonable. FHF provides a comprehensive and viable fair housing program effectively with a bare bones operating budget. PROGRAM CHANGES. If you received CDBG funding last year, has there been an increase in service that you will provide during FY 2024-25? Explain why there is a new demand or an unmet need in the community for this service. FHF now offers a hybrid model to include both virtual and in -person activities within the city limits. FHF offers virtual Fair Housing Workshops using zoom and virtual one-on-one counseling with clients. IMPACT OF NO CDBG FUNDING. Describe the effect of partial or no CDBG funding on your project/activity. A partial reduction would decrease the Scope of Work and therefore our ability to meet the HUD Affirmatively Further Fair Housing Requirement. Without funding, FHF would not provide the program for the City of Lynwood. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 10 V. CONFLICT OF INTEREST QUESTIONNAIRE Federal, State, and City law prohibits employees and public officials of the City of Lynwood from participating on behalf of the City in any transaction in which they have a financial interest. This questionnaire must be completed and submitted by each applicant for CDBG program funding. The purpose of this questionnaire is to determine if the applicant, or any of the applicant's staff, or any of the applicant's Board of Directors would be in conflict of interest. 1. Is there any member(s) of the applicant's staff or governing body who is or has been, within one year of the date of this questionnaire, (a) a City Employee or (b) a City Councilmember? ❑ Yes No If Yes, please list the name(s) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmember) City Department 2. Will the CDBG funds requested by the applicant be used to award a subcontract to any individual(s) or business affiliate(s) who is currently or has been, within one year of the date of this questionnaire, (a) a City Employee or Consultant or (b) a City Councilmember? ❑ Yes ►+ No If Yes, please list the name(s) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmember) City Department 3. Is there any members) of the applicant's staff or member(s) of the applicant's Board of Directors or other governing body who are business partners or family members of (a) a City Employee or (b) a City Councilmember? ❑ Yes No If Yes, please list the names) and information requested below: Name of Person Relationship (City Employee/ Councilmember) Tie (Family/Business) If Family, Indicate Relationship I� Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 11 VI. SIGNATURES Authorized Signature To the best of my knowledge, the information provided on this application is true, and I am authorized to submit this application on behalf of the applicant agency. Stella Verdeja Executive Director Print Name Title 2/7/24 Signature Date Email: sverdeja@fhfca.org Authorized Signature I have read "Playing by the Rules: A Handbook for CDBG Subrecipients on Administrative Systems" with special attention to chapters two and five. Stella Verdeja Executive Director Print Name Title 2/7/24 Signature Date Email: sverdeja©fhfca.org Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 12 Attachment 1 Scope of Work and Performance Schedule FHF proposes to meet or exceed the following performance Objectives and Goals by 6/30/25. Unless otherwise noted the Education and Outreach Services will be performed within the City of Lynwood. OBJECTIVES 1 GOALS TOTAL UNDUPLICATED CLIENTS = 180 Fair Housing Discrimination Services Fair Housing Inquiries 6 Landlord and Tenant Services Landlord and Tenant Counseling 174 Education & Outreach Services — In City Limits Persons Directly Assisted at Activities 400 Advertising: PSA's Announcing Activities on City Cable 3 Flyers Announcing Activities (100 each) 3 Booths 2 Community Relations: Community Agency Meetings 2 Community Contacts 2 Presentations 2 Literature Distribution 4,000 Workshops: Fair Housing Workshops 4 City Staff Workshops 1 Education & Outreach Services — All City Poster Contest and Reception 1 A0548658 1.5650 CERTIFICATE OF AMENDMENT OF ARTICLES OF INCORPORATION The undersigned certify that: !M# TiE FiC^' uF THE SEC` E T 127.P Y OF STATE S E OF .'•r' flit`ii.�. JUN 22 2060 JGNE s, SEC: E T Y OF STATE 1. They are the chair and the secretary, respectively, of the Fair Housing Foundation of Long Beach. - - a California corporation. 2. Article I of the Articles of Incorporation of this corporation is amended to read as follows: The name of this corporation shall be: Fair Housinn Foundation. 3. Article IV (A) of the Articles of Incorporation of this corporation is amended to read as follows: The number of directors of this corporation shall be thirteen (13). 4. Article IV (B) of the Articles of Incorporation of this corporation is amended to read as follows: The number of directors may be changed by a majority of the existinz members of this corporation. 5 Article VII of the Articles of Incorporation of this corporation is amended to read as follows: The Articles of Incorporation of this corporation shall not be amended except with the vote or written consent of a majority of the existing members of this corporation. 6. The foregoing amendment of Articles of Incorporation has been duly approved by the board of directors. 7. The foregoing amendment of Articles of Incorporation has been duly approved by the required vote of the members. We further declare under penalty of perjury under the laws of the State of California that the matters set forth in this certificate are true and correct of our own knowledge. Sharon Weissman, Chair i7" N. 1 RTiCLES CT' INCORP0RATIC' OF 2 FAIR EOUSI;1G FOUNDATION OF LO! ,: -- 3 4 r!LED Ike a e; H •. SA-evtar r 4 de, the undersigned, have this Cc voluntarily associated 5 ourselves to;,:ether for the purpose Of icr-ing a non-profit cor- 6 porction under the laws of 'the Stace of California, and we hereby 7 certify: 8 9 10 11; 12 I 131 1 14 15 16 17 18 19 20 , 21 ARTICLE I NAME: The name of this corporation shall be: FAIR HOUSING FOUNDATION OF LONG BEACH. ARTICLE II PURP05F'S The purposes of the corporation are: A. The specifi=_ activity in which the corporation shall primarily engage is as follows: (1) To investigate the problems of inequality of opportunity to acquire housing; (2) To lessen neighborhood tensions., (3) To eliminate prejudice and discrimination in housing; and 22I (4) To defend human and ci';il rights secured by law. 231 3. To solicit, collect, receive, acquire, hold and invest I 241 money and property, both real and personal, received by gift, 251 contribution, bequest., devise or othe .bise; to sell and convert 251 property, both real and personal, into cash; and to use the funds 271 of this corporation and the proceeds, income, rents, issues and 1 28i profits derived from any property of this corporation for any of 29 ; the purposes for which this corporation is formed.. 30; C. Tc purchase or otherwise acquire, own, hole, sell, 3?i assign, transfer, or otherwise dispose ef, mortgage, pledga or 32 otherwise hypothecate, cr encumber, and to deal in and with shares, MYRON GLUMpf4G ♦nc.. �C• Al LAW L•IITL ctrl •kcuart. �jaon-c I$ . •I..0 AYLMI.0 -1- 11 1 2 3 4 • •.0! r E D Act e1 tt.e 'aeeMmy of tali .1, }IoM e4 CfrOped+l 3 0 1964 Sec+e'aro + ARTICLES OF INCORPORATION GF FAIR HOUSING FOUNDATION OF to' We, the undersigned, have this day voluntarily associated 5 ourselves together for the purpose of forming a non-profit cor- 6 7 8.. 9 1 10! 1 11 121 131 141 15 161 171 12 j1 191 (2) To lessen neighborhood tensions; 2011 (3) To eliminate prejudice and discrimination in 21' housing; and 22i (4) To defend human and civil rights secured by law. 23' S. To solicit, collect, receive, acquire, hold and invest 24 money and property, both real and personal, received by gift, 25 contribution, bequest, devise or otherwise; to sell and convert 26 property, both real and personal, into cash; and to use the funds 27 of thi3 corporation and the proceeds, income, rents, issues and 28I profits derived from any property of this corporation for any of 29 the purposes for which this corporation is formed. 30 C. To purchase or otherwise acquire, own, hold, sell, 311. assign, transfer, or otherwise dispose of, mortgage, pledge or 32 otherwise hypothecate, or encumber, and to deal in and with shares, poration under the laws of the State of California, and we hereby certify: ARTICLE I NAME: The name of this corporation shall be: FAIR HOUSING FOUNDATION OF LONG 3ECH. ARTICLE II PURPOSES: The purposes of the corporation are: A. The specific activity in which the corporation shall primarily engage is as follows: (1) To inves,igate the problems of inequality of opportunity to acquire housing; bonds, notes, debentures or ether securities cr evidences of indebtedness of any person, firm, corporation or association 3. and, while the owner or holder thereof, to exercise all the rights, 4!, powers and privileges of ownership. 5 D. To purchase or otherwise acquire, own, hold, use, sell, 61 exchange, assign, convey, lease or otherwise dispose of and mart - 71' i1 811 91 10' 13 141 151 16 17 18 19 20 21 22 231 1 241 1 25' 26 271 28! 29' 30 311 32i YVR9r1 ■LUM CR.G ii ATTORM[• &T LAW SUITT •O! i! IBIENRITY N16.OIM4 tie NYC •K1i*uC rt` LONG AGM. GUIORMI4 IMO! $L*I ocg 7-WG4 gage or otherwise hypothecate or encumber real and personal property. 1:. To borrow money, incur indebtedness, .snd to secure the repayment of the same by mortgage, pledge, deed of trust or ether hypothecation of property, both real and personal. F. To carry into effect any one or more of the objects and purposes hereinabove set forth and to that end to do any one or more o!: the acts or things aforesaid, and likewise any and all acts or things necessary or icidentai thereto; and, in conducting or carrying on its activities, and for the purpose of promoting or furthering any one of its said objects or purposes, to exercise any or all the powers hereinabove set forth in this Article, and any other or additionalpower now or hereafter authorized by law, either alone or in conjunction with others, as principals, agents or otherwise; provided, however, that this corporation shall not have the power to, and shall not, carry on propaganda or otherwise -attempt to influence legislation or to participate in, or intervene in (including the publishing or dis- tributing of statements) any campaign on behalf of any candidate for public office. The foregoing statement of purposes shall be construed as a statemer.t of both purposes and powers, and the purposes and powers stated in each clause, except where otherwise expressed, shall be in no wise limited or restricted by reference to or in- ference from the terms or provisions of any ether clause, but shall -2- 2 3 4. 5, 6.. 7j 8' 9 10 11 • 12 13 14' 19 20 21 22! 23 24 25` 26; 27 28 29 30 31' 32 - MrRON BWMBERG ATTQ RAILr Al LA V/ f WIT{ Ws .cc+.m suit.ari.a e regarded as independent purposes and powers. The properties for the purposes above of this corporation shall be held in trust set forth, but with full power to sell, exchange, encumber or otherwise dispose of the sane, subject to the rights of the creditors of this corporation. ARTICLE III PRINCIPAL OFFICE: The county in the State of California where the principal office for the transaction of the business to be located is Los Angeles County. of this corporation is ARTICLE IV DIRECTORS: A. The number of directors of this corporation shall be fifteen (15) and the names and addresses of the persons who are appointed to act in the of their successors are NAME Myron Blumberg William C. Cole Karlyn Zahler Arthur T. Zahler Jchn W. G..ttis Donald B. Cooke Roselle L. Somier. Donald A. Drury Horace Rains Joyce A. Simmons Katherine M. Bart-Nibbrig Gracia G. Drury Shirley J. Blumberg Roscoe L. Buckland capacity of directors until the election as follows: ADDRESS 903 Security Bldg., Long Beach, Calif. 5171 Patterson, Long Beach, Calif. 704 Island View Dr., Long Beach, Calif. 704 Island View Dr., Long Beach, Calif. 5950 E. Willow, Long Beach, California 470 Norton, Long Beach, California 6111 Birkdale, Lcng Beach, California 4436 East 5th, Long Beach, California 5621 El Jardin, Long Beach, California 7147 Premium; Ling Beach, California 3754 Sebren, Long Beach, California 4436 East 5th, Lcng Beach, California 903 Security Bldg., Long Beach, Calif. 4827 Faculty, Long Beach, California Clive Graham 800 East Ocean Blvd., Long Beach, Calif. -3- 1. 21 3 41 5 6! 71 81 9 10 B. The number of directors may be changed by a By-law members adopted by two-thirds of the existing/2146=mPa= of this corporation. C. The first Board of Directors shall be elected at a meeting of ti;e members of che corporation to be held prior to February 1, 1965, In the election of the directors, each member of this corporation shall be entitled to one vote for any purpose. There shall be no proxy vote. D. The members and directors of this corporation shall have no liability for dues or assessments. 11' E. The persons who are directors of this corporation 1 12' from time to time shall constitute the entire membership of this 13 corporation. 14 F. Each directorship shall cease upon the death or 15' resignation of such director, or upon adoption of a resolution 16' terminating such directorship, assented to by the vote, or written 17 assent incorporated in the minutes of the meeting, of not less 18i than two-thirds of all the members, not less than 10 days notice 19: of intent to present such resolution to the meeting for action 201 having first been given to all members, either personally or by 21! 1 mailing to their respective last addresses appearing in the 22 1 records of the corporation, or upon regular election as provided 23' in the By-laws of this corporation. 241 25 ARTICLE V ORGANIZATION AND LIABILITY: 26 The corporation shall have no capital stock, and the pri- 27; vate property of the incorporators and directors shall not be 28: liable for the debts of the corporation. 29 11 ARTICLE VI MISCELLANEOUS: 30 This corporation is organized pursuant to the General Non - 31 profit Corporation Law of the State of California. This corpora - 32 MYRON ■LUNRU16 ;! £rro..i[r .V u7 sccu.rr. 4 110 ►t.[ ..'[.Vt • 1 • 1' tlon is not organized, nor shall it be operated, for pecuniary 21 3 4i 5 61 7i 8. 91 I 10 11 12' 13 1 14 151 fund or funds, or foundation or foundatiors which have the same or 16 similar purposes as does this corporation and is or qualified 171 for exemptions from Federal incom;_ tax under Section 501(c)(3) of 181 191 20 211 221 231 be 241 of 251'1" 26 '' gain or profit, and it does not contemplate the distribution of gains, profits or dividends to the members thereof or to it..; pri- vate shareholder or individual. The property, assets, profits and net income of this corporation are irrevocably dedicated to charitable, scientific, literary and educational purposes and no part of the profits or the net income of this corporation shall ever inure to the benefit of any director, officer or member thereof. In the event that unforeseen social, economic or legis- lative changes occur to forestall the objectives as stated; or upon the dissolution or winding up of this corporation, the assets of this corporation remaining after payment of, or provision for payment of, all debts and liabilities of this corporation shall be distributed within two years to a corporation or corporations, the Internal Revenue Code of 1954 as now in effect or as subse- quently amended. ARTICLE VII A;!-ENDMF.NTS TO ARTICLES OF INCORPORATION: The Articles of Incorporation of this corporation shall not amended except with the vote or written consent of two-thirds members. i t s/3fi IN WITNESS WHEREOF, for the purpose of forming this 27' corporation as a private non-profit corporation for the purposes 28 set forth in ARTICLE II hereof, under and pursuant to the 29! provisions of the General Non-profit Corporation Law of the State 3(:) California, we, the undersigned, constituting the incorporators 31' 32 MYRpM sWaiacno • TTOa.ttT AT LA W 1 /UM yes s[cua,n avu.wwa -5- 9 10 11 12. 13 14 15 16 17 18 191 20 21 22 23 24 25 26 271I 281 29 301 31 32 • 'Tomes y •Y LAW SUIT[ wa iltr-LW.TV SUILDINIS i 110 16.61I • vspoug I.0 S S(.,C*. V U►oI.N Iik S7So3 of this corporation, including the persons named hereinabove as its first directors, have executed these Articles of Ircorpor^tion this !o'±' day of tiece.-wrier ,1964. fI \: \ 16 tom. r '1'N , i;'z �rI' ,,/ t \`. C \il L.• ( <f -C ffr STATE OF CALIFORNIA ) )SS COUNTY OF LOS ANGELES). On this:( day of December, 1964, before me, the undersigned, a Notary Public in and for said County and State, personally appeared MYRON 3LUMBERG, known to rye to be the person whose name is subscribed to the within instrumeizt and acknowledged to me that he executed the same. WITNESS my hand and officiar`seal. r � Jo co y ty Public in an for said and t;) !' i AL. C/ L E�ri f: . t ` On this %' day of December, 1964, before me, the undersigned, a Notary :Public in and for said County and State, per- sonally appeared KARLYN Zahler, ARTHUR T. ZAHLER, JOHN W. GATTIS, WILLIAM C. COLE, DONAIUD B. COOKE, ROSELLE L. SOMMER, DONALD A. DRURY, HORACE RAINS, M.D., JOYCE A. SIMMONS, KATHRYN M. HART-NIBBRI GRACIA G. DRURY, SHIRLEY J. BLUMBERG, ROSCOE L. B"'CKLAND, ana CLIVE GRAHAM, known to me to he the persons whose names are sub- scribed to the within instrmTent and acknowledged that they executed the same. STATE OF CALIFORNIA ) `s S COUNTY OF. LOS ANGELES) rr WITNESS my hand and official sefl. -6- Notary Public in an+ or said) ounty and Stste 3548658 SECRETARY OF STATE 1, BILL JONES, Secretary of State of the State of California, hereby certify: That the attached transcript of _ page(s) has been compared with the record on file in this office, of which it purports to be a copy, and that it is full, true and correct. IN WITNESS WHEREOF, 1 execute this certificate and affix the Great Seal of the State of California this day of Secretary of State JUL 1 7 2000 See/State Form CE -107 (rev. 9/98) .'.`•:;-.7-411 OSP 98 13524 .,J031 OH3X I j U. S. TREASURY DEPARTMENT RE'D DEC 1 7 1965 INTERNAL REVENUE SERVICE DISTRICT DIRECTOR. P. O. BOX z91 LOS ANGELES. CALIFORNIA 90053 December 15, 1965 • Fair Housing Foundation of Long Beach 903 Security Building Long Beach, California Gentlemen: IN REPLY HOER TO Form L-178 Code 414:3F'S PURPOS! Char ADORES! INQUIRIES 5 FILL RETURN! wail DISTRICT DIRECTOR OF INTERNAL eavesuE Los Angeles FORM 550.5 NR- QUIREO ACCOUNTING PERIOD ENDING "December 2 On the basis of your stated purposes and the understanding that your operations will continue as evidenced to date or will conform to those proposed in your ruling application, we have concluded that you are exempt from Federal income tax as an organization described in section 501(c)(3) of the Internal Revenue Code. Any changes in operation from those described, or in your character or purposes, must be reported immediately to your District Director for consideration of their effect upon your exempt status. You must also report any change in your name or address. You are not required to file Federal income tax returns so long as you retain an exempt status, un- less you are subject to the tax on unrelated business income imposed by section 511 of the Code, in which event you are required to file Form 990-T. Our determination as to your liability for filing the annual information return, Form 990-A, is set forth above. That return, if required, must be filed on or before the 15th day of the fifth month after the close of your annual accounting period indicated above. Contributions made to you are deductible by donors.as provided in section 170 of the Code. Be- quests, legacies, devises, transfers or gifts to or for your use are deductible for Federal estate and gift tax purposes under the provisions of section 2055, 2106 and 2522 of the Code. You are not liable for the taxes imposed under the Federal Insurance Contributions Act (social . security taxes) unless you file a waiver of exemption certificate as provided in such act. You are not liable for the tax imposed under the Federal Unemployment Tax Act. Inquiries about the waiver of exemption certificate for social security taxes should be addressed to this office, as should any questions concerning excise, employment or other Federal taxes. This is a determination letter. Very trruuully yours, d R. A. Riddell District Director 4.50.?' f OH3x• may_ 0f Department of the Treasury Internal Revenue Service P.Q. Box 9941 Ogden UT 84409 FAIR HOUSING FOUNDATION 200 PINE AVE STE 240 LONG BEACH CA 90802-3037008 In reply refer to: 2916808252 Oct. 31, 2000 LTR 252C 95-6122678 000000 00 000 00657 Taxpayer Identification Number: 95-6122678 Dear Taxpayer: Thank you for the inquiry dated Sep. 06, 2000. We have changed the name on your account as requested. The number shown above is valid for use on all tax documents. If you have any questions, please call us toll free at 1-800-829-1040. If you prefer, you may write to us at the address shown at the top of the first page of this letter. --='Whenever you write, please include this letter and, in the spaces below, give us your telephone number with the hours we can reach you. Also, you may want to keep a copy of this letter for your records. Telephone Number ( ) Hours Thank you for your cooperation. Sincerely yours, Georgia rren Chief, Research & Perfectio.n Branch , - Internal Revenue Service Department of the Treasury P. O. Box 2508 Cincinnati, OH 45201 Date: December 20, 2000 Person to Contact: Michael Dutcher 31-07421 Customer Service Specialist Fair Housing Foundation Toll Free Telephone Number: 200 Pine Ave Ste 240 8:00 a.m. to 9:30 p.m. EST Long Beach, CA 90802-3037 877-829-5500 Fax Number: 513-263-3756 Dear Sir or Madam: Enclosed is the information you requested in your letter dated October 20, 2000. Please accept our apology for the delay in responding to your request and for any inconvenience this may have caused you or your organization. Sincerely, c� Michael Dutcher 31-07421 Customer Service Specialist Enclosure: Letter affirming exempt status, name change and Amended Articles of Incorporation Internal Revenue Service Department of the Treasury P. O. Box 2508 Cincinnati, OH 45201 Date: December 20, 2000 Person to Contact: Michael Dutcher 31-07421 Customer Service Specialist Fair Housing Foundation Toll Free Telephone Number: 200 Pine Ave Ste 240 8:00 a.m. to 9:30 p.m. EST Long Beach, CA 90802-3037 877-829-5500 Fax Number: 513-263-3756 Federal Identification Number: 95-6122678 Dear Sir or Madam: This is in response to the amendment to your organization's Articles of Incorporation filed with the state on June 22, 2000. We have updated our records to reflect those changes and revised your name as indicated above. Our records indicate that a determination letter issued in December 1965 granted your organization exemption from federal income tax under section 501(c)(3) of the Internal Revenue Code. That letter is still in effect. }Based on information subsequently submitted, we classified your organization as one that is not a private foundation within the meaning of section 509(a) of the Code because it is an organization described in section 509(a)(2). This classification was based on the assumption that your organization's operations would continue as stated in the application. If your organization's sources of support, or its character, method of operations, or purposes have changed, please let us know so we can consider the effect of the change on the exempt status and foundation status of your organization. Your organization is required to file Form 990, Retum of Organization Exempt from Income Tax, only if its gross receipts each year are normally more than $25,000. if a return is required, it must be filed by the 15th day of the fifth month after the end of the organization's annual accounting period. The law imposes a penalty of $20 a day, up to a maximum of $10,000, when a return is filed late, unless there is reasonable cause for the delay. All exempt organizations (unless specifically excluded) are liable for taxes under the Federal Insurance Contributions Act (social security taxes) on remuneration of $100 or more paid to each employee during a calendar year. Your organization is not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Organizations that are not private foundations are not subject to the excise taxes under Chapter 42 of the Code. However, these organizations are not automatically exempt from other federal excise taxes. Donors may deduct contributions to your organization as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to your organization or for its use are deductible for federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. -2 - Fair Housing Foundation 95-6122678 Your organization is not required to file federal income tax returns unless it is subject to the tax on unrelated business income under section 511 of the Code. If your organization is subject to this tax, it must file an income tax retum on the Form 990-T, Exempt Organization Business Income Tax Return. In this letter, we are not determining whether any of your organization's present or proposed activities are unrelated trade or business as defined in section 513 of the Code. The law requires you to make your organization's annual return available for public inspection without charge for three years after the due date of the return. If your organization had a copy of its application for recognition of exemption on July 15, 1987, it is also required to make available for public inspection a copy of the exemption application, any supporting documents and the exemption letter to any individual who requests such documents in person or in writing. You can charge only a reasonable fee for reproduction and actual postage costs for the copied materials. The law does not require you to provide copies of public inspection documents that are widely available, such as by posting them on the Internet (World Wide Web). You may be liable for a penalty of $20 a day for each day you do not make these documents available for public )nspection (up to a maximum of $10,000 in the case of an annual return). Because this letter could help resolve any questions about your organization's exempt status and foundation status, you should keep it with the organization's permanent records. If you have any questions, please call us at the telephone number shown in the heading of this letter. This letter affirms your organization's exempt status. Sincerely, John E. Ricketts, Director, TE/GE Customer Account Services STATE OF CALIFORNIA FRANCHISE TAX BOARD -)ACRAMENTO, CALIFORNIA 95887 April „,15, ` 1985 In reply refer to 342sAPP:RWX:oag Fair Housing Foundation of Long Beach coo Robyn Poliner 2023 Pacific Avenue Long Beach, CA 908.06 Purpose Charitable Form of .Organization 8 Corporation Accounting Period Endings dune 30 Organization >Humber t -0483197, -2 -- On the basis of the information subm',tted and provided your present operations continue unchanged or conform to those proposed in your application, you are exempt from state franchise or income tax under Section 23701d, Revenue and Taxation Code. Any change in operation, character or purpose of the organi:ration must be reported immediately to this office so that we may determine the effect on your exempt status. Any change of name or address also must be reported. You are required to file Form 199 (Exempt Organization Annual Information Return) or Form 199B (Exempt Organization Annual information Statement) on or before the 15th day of the 5th month (4 1/2 months) after the close of your accounting period. See annual instructions with forms for requirements. You are not required to file state franchise or income tax returns unle'ss you have income subject to the unrelated business income.tax under Section 23731 of the Code. In this event, you are required to file Form 109 (Exempt Organization Business Income Tax Return) by the 15th day of the 5th month (4 1/2 months) after the close of your annual acoounting period. If the organization is incorporating, this approval will expire unless incorporation is completed with the Secretary, of State within 60 days. Exemption from federal income or other taxes and other state taxes requires separate applications. This exemption effective as of 'Deceinber 30, 1964. D. Hareid, Supervisor Central Audit Section Telephone ._;(800 )' 852-5711 STATE OF CALIFORNIA FRANCHISE TAX BOARD 1025 P STREET SACRAMENTO, GAUFORNIA P5814 December 28, 1964 Fair Housing Foundation of Long Beach 903 Security Building 110 Pine Avenue Long Beach 2, California Re: Exemption from franchise tax Gentlemen: It is the opinion of this office, based upon the evidence presented, that you are exempt from State franchise tax under the provisions of Section 23701f of the Revenue and Taxation Code. Accordingly, you will not be required to file franchise tax returns unless you change the character of your organization, the purposes for which you were organized, or your method of operation. You are required to report any such changes immediately to this office in order that their effect upon your exempt status may be determined. If in any year your gross income exceeds $25,000, you are required to file an information return on rorm 199 on or before the 15th day of the 5th month following the close of your fiscal year. These forms will be mailed to you if you provide us with your current postal address. If the organization is not yet incorporated or has not yet qualified to do business in California, this approval will expire unless incorporation or qualification is completed within thirty days. Very truly yours. "A'r James T. Philbin Associate Tax Counsel JTP:ef cc: Secretary of State (f) FTB 4216 (10-64) List of Board of Directors Executive Director Stella Verdeja, ex -officio Officers Connie Haynes, Chair Works directly with the Executive Director Reviews agendas and makes necessary changes Chair of the Personnel Committee Leads Board meetings Co-sign operating checks Richard Hernandez, Vice -Chair Stand in for Chair absents and possible replacement Member of the Personnel Committee Member of the of Strategic Committee Co-sign operating checks Julia Moore, Secretary Recording and filing of corporate documents Handles official correspondence Co-sign operating checks Ken Hasting, Treasurer Approves annual budget Reviews monthly financial statements and reports Ensures state and federal taxes and reports are filed on time Reviews annual audit Co-sign operating checks Members Yvonne Flores Fair Housing Foundation Organziational Chart Stella Verdeja Sindy Guzman Fer Stacy Viramontes Christina Prado Martha Torres , Housing Alicia Nguyen r Sonya Barto Receptionist Pro_ ram itlInIsfyzA Elizabeth Castro Housing Counselor Elizabeth Calderon FY23-24 FAIR HOUSING FOUNDATION (A California not -for-profit corporation) AUDITED FINANCIAL STATEMENTS JUNE 30, 2022 FAIR HOUSING FOUNDATION Table of contents Page Independent auditor's report 3 Statement of financial position 6 Statement of activities 7 Statement of functional expenditures 8 Statement of cash flows 9 Notes to financial statements 10 Supplementary Information Section Required by Government Auditing Standards Independent auditor's report on internal control over financial reporting and on compliance and other matters based on an audit of financial statements performed in accordance with government auditing standards 15 Independent auditor's report for each major federal program and report on internal control over compliance required by the Uniform Guidance. 17 Schedule of expenditures of federal awards 20 Notes to schedule of expenditures of federal awards 21 Schedule of findings and questioned costs 22 2 JEFFREY A. HILL CPA. INC. 19602 Fariman Drive, Carson, CA 90746 • Phone: (310) 749-1014 To the Board of Directors Fair Housing Foundation Long Beach, California INDEPENDENT AUDITOR'S REPORT Report on the Audit of the Financial Statements Opinion We have audited the accompanying financial statements of Fair Housing Foundation (a California not -for-profit corporation), which comprise the statement of financial position as of June 30, 2022, the related statements of activities, functional expenditures and cash flows for the year then ended, and the related notes to the financial statements. In our opinion, the financial statements present fairly, in all material respects, the financial position of Fair Housing Foundation as of June 30, 2022, and the changes in its net assets and its cash flows for the year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinion We conducted our audit in accordance with auditing standards generally accepted in the United States of America; and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of Fair Housing Foundation and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about Fair Housing Foundation's ability to continue as a going concern within one year after the date that the financial statements are available to be issued. 3 JAH CPA Auditor's Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards and Government Auditing Standards will always detect a material misstatement when it occurs. The risk of not detecting a material misstatement resulting from fraud is higher than one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgement made by a reasonable user based on the financial statements. In performing an audit in accordance with generally accepted auditing standards and Government Auditing Standards, we: • Exercise professional judgement and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining on a test basis, evidence regarding the amounts and disclosures in the financial statements. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of Fair Housing Foundation's internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. • Conclude whether, in our judgement, there are conditions or events, considered in the aggregate, that raise substantial doubt about Fair Housing Foundation's ability to continue as a going concern for a reasonable period of time. We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control -related matters that we identified during the audit. 4 Supplementary Information Our audit was conducted for the purpose of forming an opinion on the financial statements as a whole. The accompanying Schedule of Expenditures of Federal Awards, as required by Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, is presented for purposes of additional analysis and is not a required part of the financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the financial statements. The information has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the schedule of expenditures of federal awards is fairly stated, in all material respects, in relation to the financial statements as a whole. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated May 5, 2023, on our consideration of Fair Housing Foundation's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness of Fair Housing Foundation's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering Fair Housing Foundation's internal control over financial reporting and compliance. Carson, California May 5, 2023 &c1tJD, cPia 5 FAIR HOUSING FOUNDATION STATEMENT OF FINANCIAL POSITION At June 30, 2022 ASSETS CURRENT ASSETS: Cash and cash equivalents $ 219,759 Grants receivable (Note 3) 205,261 Total current assets 425,020 OTHER ASSETS: Security deposits 5,243 TOTAL ASSETS $ 430,263 LIABILITIES AND NET ASSETS CURRENT LIABILITIES: Accounts payable and accrued liabilities Accrued vacation (Note 5) $ 125,303 24,928 Total current liabilities 150,231 NET ASSETS: Without donor restrictions 280,032 Total net assets 280,032 TOTAL LIABILITIES AND NET ASSETS $ 430,263 The accompanying notes are an integral part of these financial statements. 6 FAIR HOUSING FOUNDATION STATEMENT OF ACTIVITIES For the year ended June 30, 2022 REVENUES: Grants and contracts Donations Litigation settlement Total revenues EXPENDITURES: Program services Management and general Total expenditures Increase in net assets Net assets, beginning of the year Net assets, end of the year Without donor restrictions Total $ 1,849,203 $ 1,849,203 73,760 73,760 2,200 2,200 1,925,163 1,925,163 1,717,670 73,100 1,717,670 73,100 1,790,770 1,790,770 134,393 145,639 134,393 145,639 $ 280,032 $ 280,032 The accompanying notes are an integral part of these financial statements. 7 FAIR HOUSING FOUNDATION STATEMENT OF FUNCTIONAL EXPENDITURES For the year ended June 30, 2022 Program Management Services and general Total EXPENDITURES: Personnel $ 407,764 $ 55,286 $ 463,050 Professional fees 1,133,241 1,133,241 Public information, training and testing 46,013 46,013 Travel 3,410 465 3,875 Rent 54,366 7,413 61,779 Office expense 5,305 723 6,028 Telephone 11,612 1,583 13,195 Insurance 2,496 340 2,836 General operating expenses 53,463 7,290 60,753 Total expenditures $ 1,717,670 $ 73,100 $ 1,790,770 The accompanying notes are an integral part of these financial statements. 8 FAIR HOUSING FOUNDATION STATEMENT OF CASH FLOWS For the year ended June 30, 2022 Cash flows from operating activities: Increase in net assets $ 134,393 Adjustments to reconcile change in net assets to net cash provided by operating activities: Changes in operating assets and liabilities: (Increase) decrease in assets: Grants receivable (112,480) Other current assets 6,116 Increase (decrease) in liabilities: Accounts payable and accrued expenses 3,081 Accrued vacation 2,334 Net cash provided by operating activities 33,444 Cash flows from investing activities: Cash proceeds from security deposit 1,007 Net cash provided by investing activities Net increase in cash Cash and cash equivalents, beginning of the year Cash and cash equivalents, end of the year 1,007 34,451 185,308 $ 219,759 The accompanying notes are an integral part of these financial statements. 9 FAIR HOUSING FOUNDATION NOTES TO FINANCIAL STATEMENTS NOTE 1— NATURE OF ACTIVITIES Fair Housing Foundation (Foundation) is organized as a California not -for-profit corporation. The purpose of the Foundation is to advocate and encourage the existence and maintenance of multi -ethnic neighborhoods where all people can live and exist in harmony. The Foundation provides leadership and coordination for the elimination of illegal discrimination against individuals seeking housing. The Foundation promotes every person's right to exercise unqualified free choice in the selection of housing. NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES BASIS OF PRESENTATION The accompanying financial statements are prepared on the accrual basis in accordance with the AICPA's Audit and Accounting Guide, "Not -for -Profit Organizations" which require the Foundation to report information regarding its financial position and activities according to the following net asset classifications: Net assets without Donor Restrictions: - Net assets that are not subject to donor -imposed restrictions and may be expended for any purpose in performing the primary objectives of the Foundation. These net assets may be used at the discretion of Foundation's management and the board of directors. Also, contributions that are restricted by the donor are reported as increases in net assets Without Donor Restrictions if the restrictions expire (that is, when a stipulated time restriction ends or purpose restriction is accomplished) in the reporting period in which the revenue is recognized. Net assets with Donor Restrictions - Net assets subject to donor (or certain grantor) imposed restrictions. Some donor -imposed restrictions are temporary in nature, such as those that will be met by the passage of time or other events specified by the donor. Other donor -imposed restrictions are perpetual in nature, where the donor stipulates that resources be maintained in perpetuity. Donor -imposed restrictions are released when a restriction expires, that is, when the stipulated time has elapsed, when the stipulated purpose for which the resource was restricted has been fulfilled, or both. The Foundation had no net assets with donor restriction at June 30, 2022. CASH AND CASH EOUIVALENTS For purposes of the statement of cash flows, the Foundation considers all highly liquid investments with maturities of three months or less to be cash equivalents. ESTIMATES The preparation of financial statements requires management to make estimates and assumptions that affect the reported amounts of revenues and expenses during the reporting period and the reported amounts of assets and liabilities at the date of the financial statements. On an ongoing basis, the Foundation's management evaluates the estimates and assumptions based upon historical experience and various other factors and circumstances, however, the actual results could differ from those estimates. These notes are an integral part of the preceding financial statements. 10 FAIR HOUSING FOUNDATION NOTES TO FINANCIAL STATEMENTS NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES -(continued) GRANTS RECEIVABLE Grants receivable are primarily unsecured non -interest -bearing amounts due from government grantors on cost reimbursement or performance grants. Management believes that all outstanding grants receivable are collectible in full, therefore no allowance for uncollectible receivables has been provided. PROPERTY AND EQUIPMENT Property and equipment are reported in the statement of financial position at cost, if purchased, and at fair value at the date of donation, if donated. Property and equipment are capitalized if it has a cost of $1,000 or more and a useful life when acquired of more than one year, but all property and equipment purchased with grant funds where -in the grantor retains title are expensed as acquired. Repairs and maintenance that do not significantly increase the life of the asset are expensed as incurred. Depreciation is computed using the straight-line method over the estimated useful lives between three and twenty-seven years. All property and equipment are reviewed for impairment when a significant change in the asset's use or another indicator of possible impairment is present. No impairment losses were recognized in the financial statements in the current period. TAX STATUS The Foundation is exempt from Federal and California Franchise taxes under Section 501(c) (3) of the Internal Revenue Code and corresponding California provisions. The Federal and state jurisdictions where the Foundation files returns have statues of limitations through four years. No returns are currently under examination. GRANT REVENUE Grant revenue is recognized when the qualifying costs are incurred for cost - reimbursement grants or contracts or when a unit of service is provided for performance grants. Grant revenue from Federal agencies is subject to independent audit under the Office of Management and Budget's audit requirements for Federal awards and review by grantor agencies. The review could result in the disallowance of expenses under the terms of the grant or reduction of future grant funds. Based on prior experience, the Foundation's management believes that costs ultimately disallowed, if any, would not materially affect the financial position of the Foundation. These notes are an integral part of the preceding financial statements. 11 FAIR HOUSING FOUNDATION NOTES TO FINANCIAL STATEMENTS NOTE 2 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES -(continued) EXPENSE RECOGNITION AND ALLOCATION The cost of providing program services and other activities is summarized on a functional basis in the statement of activities and the statement of functional expenditures. Expenses that can be identified with a specific program or support service are charged directly to that program or support service. Costs common to multiple functions have been allocated among the various functions benefited on the basis of periodic time or usage studies. Management and general expenses include those costs that are not directly identifiable with any specific program, but which provide for the overall support and direction of the Foundation. NOTE 3 - GRANTS RECEIVABLE Grants receivable consists of the following at June 30, 2022: Description Amount CDBG funds due from various cities $ 205,261 Total $ 205,261 NOTE 4 - OPERATING LEASE COMMITMENTS The Foundation entered into two lease agreements for office space. The characteristics of these lease agreements are such that they are recorded on the general ledger as operating type leases. The lease agreements commence on various dates and each has a term of five years. The total expenditures for lease of office space for the fiscal year ended June 30, 2022 was $61,779. The future minimum obligation under these lease agreements as of June 30, 2022 is as follows: Year ended Office June 30, Space 2023 $ 56,702 2024 59,046 2025 47,640 2026 29,500 2027 -0- Thereafter -0- Total $ 192,888 These notes are an integral part of the preceding financial statements. 12 FAIR HOUSING FOUNDATION NOTES TO FINANCIAL STATEMENTS NOTE 5 - COMPENSATED ABSENCES Employees can earn annual vacation leave at various rates depending on their years of service with the Foundation. The maximum permissible accumulation is 320 hours. At termination or retirement, employees are paid for any accumulated annual vacation time. The liability for accumulated unpaid vacation at June 30, 2022 is $24,928. NOTE 6 - LIQUIDITY AND AVAILABILTY OF RESOURCES Description Amount Cash and cash equivalents Grants receivable $ 219,759 205,261 Total financial assets $ 425,020 In addition to the financial assets listed above to meet general operating expenses over the next year, the Foundation operates with a balance budget and anticipates covering its general operating expenses by collection of revenues and support. The Foundation reviews its financial position on a regular basis to ensure adequate financial assets are available to meet general operating expenses. NOTE 7 - SUBSE • UENT EVENTS The Foundation's management has evaluated subsequent events for the period from June 30, 2022 through May 5, 2023, the date the financial statements were available to be issued. Management did not identify any transactions that require disclosure or that would have an impact on the financial statements. These notes are an integral part of the preceding financial statements. 13 SUPPLEMENTARY INFORMATION SECTION REQUIRED BY GOVERNMENT AUDITING STANDARDS 14 JEFFREY 1 HILL CPA, INC. 19602 Fariman Drive, Carson, CA 90746 a Phone: (310) 749-1014 To the Board of Directors Fair Housing Foundation Long Beach, California INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS We have audited, in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, the financial statements of Fair Housing Foundation which comprise the statement of financial position as of June 30, 2022, and the related statements of activities, functional expenditures and cash flows for the year then ended, and the related notes to the financial statements, and have issued our report thereon dated May 5, 2023. Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered Fair Housing Foundation's internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of Fair Housing Foundation's internal control. Accordingly, we do not express an opinion on the effectiveness of Fair Housing Foundation's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of Fair Housing Foundation's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. 15 JAH CPA Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any _deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. Compliance and Other Matters As part of obtaining reasonable assurance about whether Fair Housing Foundation's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of Fair Housing Foundation's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering Fair Housing Foundation's internal control and compliance. Accordingly, this communication is not suitable for any other purpose. Carson, California May 5, 2023 IkM&L CAfl 16 JEFFREY A. HILL CPA, INC. 19602 Fariman Drive, Carson, CA 90746 a Phone: (310) 749-1014 To the Board of Directors Fair Housing Foundation Long Beach, California INDEPENDENT AUDITOR'S REPORT FOR EACH MAJOR FEDERAL PROGRAM AND REPORT ON INTERNAL CONTROL OVER COMPLIANCE REQUIRED BY THE UNIFORM GUIDANCE Report on Compliance for Each Major Federal Program Opinion on Each Major Federal Program We have audited Fair Housing Foundation's compliance with the types of compliance requirements identified as subject to audit in the OMB Compliance Supplement that could have a direct and material effect on each of Fair Housing Foundation's major federal programs for the year ended June 30, 2022. Fair Housing Foundation's major federal programs are identified in the summary of auditor's results section of the accompanying schedule of findings and questioned costs. In our opinion, Fair Housing Foundation complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the year ended June 30, 2022. Basis for Opinion on Each Major Federal Program We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Our responsibilities under those standards and the Uniform Guidance are further described in the Auditor's Responsibilities for the Audit of Compliance section of our report. We are required to be independent of Fair Housing Foundation and to meet our other ethical responsibilities, in accordance with relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion on compliance for each major federal program. Our audit does not provide a legal determination of Fair Housing Foundation's compliance with the compliance requirements referred to above. 17 JAfl CPA Responsibilities of Management for Compliance Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal controls over compliance with the requirements of laws, statutes, regulations, rules, and provisions of contracts or grant agreements applicable to Fair Housing Foundation's federal programs. Auditor's responsibilities for the Audit of Compliance Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion on Fair Housing Foundation's compliance based on our audit. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance will always detect material noncompliance when it exists. The risk of not detecting material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements referred to above is considered material if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the report on compliance about Fair Housing Foundation's compliance with the requirements of each major federal program as a whole. In performing an audit in accordance with generally accepted auditing standards, Government Auditing Standards, and the Uniform Guidance, we: • Exercise professional judgement and maintain professional skepticism throughout the audit. • Identify and assess the risks of material noncompliance, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining on a test basis, evidence regarding Fair Housing Foundation's compliance with the compliance requirements referred to above and performing such other procedures as we considered necessary in the circumstances. • Obtain an understanding of Fair Housing Foundation's internal control over compliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances and to test and report on internal control over compliance in accordance with the Uniform Guidance, but not for the purpose of expressing an opinion on the effectiveness of Fair Housing Foundation's internal control over compliance. Accordingly, no such opinion is expressed. 18 Report on Internal Control Over Compliance A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. Our consideration of internal control over compliance was for the limited purpose described in the Auditor's Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies in internal control over compliance. Given these limitations, during our audit we did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses as defined above. However, material weaknesses or significant deficiencies in internal control over compliance may exist that were not identified. Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed. The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose. Carson, California May 5, 2023 A. 9J.m.. CPH 19 FAIR HOUSING FOUNDATION SCHEDULE OF EXPENDIRURES OF FEDERAL A WARDS For the year ended June 30, 2022 Federal Grantor/Pass-through Grantor/ Program title AL number Expenditures U.S. Department of Housing and Urban Development Community Development Block Grants/Entitlement Grants: City of Bellflower 14.218 18,000 City of Compton 14.218 10,000 City of Downey 14.218 14,000 City of Gardena 14.218 20,000 City of Huntington Beach 14.218 30,000 City of Huntington Park 14.218 10,000 City of Irvine 14.218 20,000 City of Lynwood 14.218 13,000 City of Newport Beach 14.218 12,000 City of South Gate 14.218 24,000 City of Tustin 14.218 14,545 City of Westminster 14.218 20,000 City of Aliso Viejo 14.218 3,500 City of Buena Park 14.218 14,410 City of Costa Mesa 14.218 20,000 City of Fullerton 14.218 20,000 City of Garden Grove 14.218 35,000 City of La Habra 14.218 8,593 City of Long Beach 14.218 98,306 City of Mission Viejo 14.218 7,000 City of Norwalk 14.218 13,000 City of Orange 14.218 24,522 City of Paramount 14.218 16,000 City of San Clemente 14.218 4,500 Total pass -through awards 470,376 Total for CFDA 14.218 470,376 U.S. Department of Housing and Urban Development Direct award: Education and Outreach Initiative 14.416 125,000 Total U.S. Department of Housing and Urban Development 595,376 United States Department of Treasury/ Local Initiatives Support Corporation Emergency Rental Assistance Program 21.023 982,416 Total U.S. Department of Treasury 982,416 Total federal awards $ 1,577,792 See the notes to the schedule of expenditures of federal awards. 20 FAIR HOUSING FOUNDATION NOTE TO SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS NOTE 1- BASIS OF PRESENTATION The accompanying Schedule of Expenditures of Federal Awards (Schedule) includes the federal award activity of Fair Housing Foundation under programs of the federal government for the year ended June 30, 2022. The information in this Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of the Fair Housing Foundation, it is not intended to and does not present the financial position, changes in net assets, or cash flows of Fair Housing Foundation. NOTE 2 — SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Expenditures reported in the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, wherein certain types of expenditures are not allowable or are limited as to reimbursement. Negative amounts shown on the Schedule represent adjustments or credits made in the normal course of business to amounts reported in prior years. NOTE 3 — INDIRECT COST RATE Fair Housing Foundation has elected not to use the 10% de minimis indirect cost rate allowed under the Uniform Guidance. 21 FAIR HOUSING FOUNDATION SCHEDULE OF FINDINGS AND QUESTIONED COSTS June 30, 2022 SECTION I — SUMMARY OF AUDITOR'S RESULTS FINANCIAL STATEMENTS: Type of auditor's report issued Unmodified INTERNAL CONTROL OVER FINANCIAL REPORTING: Material weakness identified No Significant deficiency identified None reported Noncompliance material to financial statements noted No FEDERAL AWARDS: Internal control over major federal programs: Material weakness identified No Significant deficiency identified None reported Type of auditor's report issued on compliance for major federal programs Unmodified Any audit findings disclosed that are required to be reported in accordance with 2CFR 200.516(a) No IDENTIFICATION OF MAJOR FEDERAL PROGRAMS: CFDA No. Name of Program Amount 21.023 Emergency Rental Assistance Program $982,416 Dollar threshold to distinguish between type A and type B programs: $750,000 Auditee is a high risk auditee because the single audit report was submitted after the due date of March 31, 2023. 22 FAIR HOUSING FOUNDATION SCHEDULE OF FINDINGS AND QUESTIONED COSTS June 30, 2022 (continued) SECTION II — FINANCIAL STATEMENT FINDINGS None noted. SECTION III — FEDERAL AWARDS FINDINGS AND QUESTIONED COSTS None noted. SECTION IV — STATUS OF PRIOR YEAR FINDINGS There were no prior year findings noted. 23 1871 Gladys Ave. Cell phone (951) 452-1025 Signal Hill, CA 90755 E-mail: sverdeja@flifca.org Stella V. Verdeja Objective Education Professional Certifications Summary of Qualifications Languages Work Experience To obtain a position that that will allow me to help others through guidance and education. 2000 — 2005 University of California, Riverside Riverside, CA Sociology, Bachelor of Science • The major involves the scientific study of human behavior, interaction, and organization. • It provides a historical and comparative perspective on human society. 2018 -Present U.S. Department of Housing and Urban Development CA HUD Certified Housing Counselor • A counselor specially trained and certified by the government to help assess household financial situations, evaluate options if having trouble paying bills, and develop a plan to help. • Computer literate, 45wpm and improving. • Proficient using Microsoft Word, Excel, Outlook, PowerPoint, and Photoshop • Able to work in a multi -cultural environment. • Excellent customer service and communication skills. • Multi -task, detail orientated, and a team player. • Self -motivated and a quick learner. • Speak and read Spanish fluently. 2019 — Present Fair Housing Foundation Long Beach, CA Executive Director • Oversee and direct the day-to-day operations of the agency with an annual budget • Provide vision and direction to the main office and two satellite offices • Implement and provide leadership for a comprehensive fair housing program. • Supervise 5 staff within 3 departments. • Develop and implement of personnel policies • Develop and implement the annual budget and financial statements, accounts receivable, accounts payable, payroll and taxes • Grant writing for private foundations and government grants • Negotiate and execute county and city contracts 2013 — Present Fair Housing Foundation Long Beach, CA Program Manager • Oversees multiple programs, staff, and activities. • Leads in the development, education, and implementation of a HUD Housing Counseling Program and Strategic Plan. • Recruit, screen and select a pool of individuals to be utilized as fair housing testers • Assist in the training of selected testers • Prepare test assignments using web -based data system • Brief and deploy testers in accordance with established testing protocols • Debrief testers and collect and review test forms and materials following the completion of each test • Conduct other activities as required for the conduct of fair housing tests • Regularly report to supervisors on progress • Meet strict project deadlines and follow established procedures • Maintain confidentiality of all project activities • Maintain accurate records on project activities 2009 — Present Fair Housing Foundation Long Beach, CA Case Analyst • Provide information regarding State and Federal fair housing laws. • Assisted tenants with housing discrimination inquiries. • Mediate between landlords and tenants to reach a mutual agreement. • Opened housing discrimination complaints using approved policy and forms. • Responsible for case management for cases opened. • Conduct 4 -hour management trainings throughout our service area. • Responsible for organizing and scheduling investigation on open cases using different tools such as testing and surveying. • Prepare monthly and quarterly statistical reports. • Organize and schedule outreach activities such as landlord and tenant workshops, community presentations, management trainings, and information booths. 2008 — 2009 Fair Housing Foundation Long Beach, CA Housing/Outreach Associate • Assisted tenants to compel landlords to correct and maintain their properties in compliance with habitability laws. • Provided legal referrals to tenants when landlords refuse to maintain their properties in compliance. • Organized and scheduled outreach activities such as landlord and tenant workshops, community presentations, management trainings, and information booths on a daily basis. • Conducted over 10 presentations to different community organizations such has community/senior centers, colleges, and support groups throughout our service area. • Staffed over 5 information booths for citywide events that were open to the public. • Attended over 5 community meetings throughout our service area that has a housing component. • Coordinated the FHF's Annual Reception and Poster Contest held in April. • Maintained outreach and education database and organized files regarding activities. • Prepared monthly and quarterly outreach reports for our service area. 2006 — 2008 Fair Housing Foundation Long Beach, CA Housing Counselor • Provided educational information regarding State and Local Civil Codes. • Counseled landlords and tenants regarding their rights and responsibilities. • Maintained database for general housing inquiries. • Mediated between landlords and tenants to resolve their disputes and reach a mutual agreement. • Conducted over 17 landlords workshops and provided approximately 51 landlords detailed information regarding fair housing laws and additional literature. • Conducted over 18 tenant workshops and provided approximately 56 tenant detailed information regarding fair housing laws, discrimination, and additional literature. • Prepared monthly and quarterly statistic reports for our contract cities. • Staffed over 5 informational booths for citywide events open to the public throughout our service area during the year. MARTHA TORRES 12219 Meadow Green Rd• Whittier, CA 90604 • Phone (951) 505-8427 • E-mail mtorres0,fhfca.org OBJECTIVE To work in a capacity where I would be able to advocate for human rights and civil liberties. SPECIAL SKILLS Ability to work effectively with persons of all races, classes and positions. Ability to plan, direct, administer, evaluate and monitor programs in many areas. Self - motivated, computer literate, fluent in English and Spanish. Team player and always ready to learn and assist on any task. EXPERIENCE 2017 -Present Fair Housing Foundation Anaheim, CA Community Engagement Liaison • Maintain oversight of FHF's Education & Outreach program • Directly supervises the Outreach Coordinator and provides guidance to the Outreach Coordinator and Outreach Assistant. ■ Build effective relationships with community stakeholders, city staff, local leaders and community groups • Actively engage & network with client based community organizations to explore partnership opportunities • Lead educational activities to raise awareness of Fair Housing And Rental Counseling to the community and providers • Conducts all Tenant & Landlord Workshops, Certificate Management Trainings, Fair Housing Workshops to individuals in the Housing Industry including City officials & Code Enforcement through out FHF's regional area • Trains approximately 650 people a year on rights and responsibilities under federal and state laws • Attend and represent FHF on relevant external committees, community meetings & forums and facilitate the flow of information to and from FHF ■ Ensures compliance with all oureach & education contractual obligations 2009-2017 Fair Housing Foundation Long Beach, CA Director of Investigations • Develop and institute with the Executive Director, the testing processing system including policies and manuals • Conduct fair housing tester recruitment and training, including maintaining an adequate tester pool and tester files according to policy • Vice -Chair to Outreach Committee in the Strategic Plan to increase outreach to underserved communities • Chair to the Discrimination Committee in the Strategic Plan to enhance the Discrimination Program • Have conducted approximately 200 Certificate Management Trainings during my tenure at FHF with a success rate of 80% Is Conducted certificate management trainings to large Management Companies such as Excel and Anza with over 100 employees each • Conduct investigations in accordance with the Investigation Processing System and Case Management Policy • Coordinate and implement daily, monthly and yearly testing activities • Maintain oversight of FHF's investigation program • Develop and implement annual plans for audit testing • Directly supervise and provide guidance for Case Analysts ■ Intake of bonafide housing discrimination cases using approved policies, procedures and forms ■ Ensure contractual case requirements are met in reference to numbers of general housing issues counseled and number of discrimination cases opened 2000-2009 Fair Housing Foundation Long Beach, CA Case Analyst • Supervise the Housing Counselor • Maintain appropriate database sections in relation to counseling and intake of housing discrimination complaints • Respond to housing discrimination inquiries to determining whether opening a discrimination case or fair housing counseling is appropriate • Respond to requests for information about State & Federal fair housing laws • Work with parties to resolve housing disputes through dispute resolution techniques, including mediations • In the case of counseling, provide appropriate counseling which includes, but is not limited to, education regarding discrimination laws; providing referrals to appropriate agencies and mediations • Attend relevant and required meetings throughout entire service area • Attend relevant and required local and national trainings • Conduct Certificate Management Trainings, Landlord Workshops and Tenant Workshops • Active participant involved in two committees for The Fair Housing Foundation's Strategic Plan EDUCATION & CERTIFICATIONS December 2018 HUD Anaheim, CA • HUD Certified Housing Counselor April 2017 Department of Fair Employment & Housing Los Angeles, CA • Fair Housing Month Training January 2017 NHNLA Los Angeles, CA • Pre -Purchase II Certificate June 2009 National Fair Housing Alliance Washington DC • Fair Housing in the 21 sr Century: Realizing a More Perfect Union February 2009 Fair Housing Council of San Diego San Diego, CA • San Diego Laws & Litigation Confrence October 2003 Voluntary Mediation Services • 27 Hour Orientation & Training Requirements January 2003 National Fair Housing Alliance • Fundamentals of Fair Housing Program March 2001 Mental Health & Advocacy • Fair Housing fox People with Disabilities- Part I • Fair Housing for People with Disabilities- Part II Long Beach, CA Coral Gables, FL Long Beach, CA Sindy Guzman Huntington Park, CA 90255 Email : sindyxguzman@gmaiI.com Mobile : (323) 594-3134 OBJECTIVE To obtain a challenging and responsible position where my skills, abilities and experience can be utilized. As well as enable me to acquire knowledge experience and achieve individual growth within the company and fulfill personal goals. SUMMARY OF QUALIFICATIONS A detailed -oriented, self -motivated professional with experience in the non-profit fair housing industry. Impeccable ability to work independently with minimal supervision and with all personality types. Demonstrate creativity and seeks new ways to enhance work duties. Areas of expertise include: • Education and Outreach certification of Fair Housing Law according to HUD • Case Management related to housing discrimination complaints • Test, mediate/conciliate, the aforementioned issues • Strong Service Relations • Bilingual in English and Spanish • HUD Certified Housing Counselor PROFESIONAL EXPERIENCE Fair Housing Foundation, Long Beach, California Fair Housing Specialist (May 2022 -Present) • Lead of the Fair Housing Program. • Solely responsible for all case management, investigation, analysis, and resolution of Fair Housing discrimination complaints through mediation, conciliation, litigation, or referrals to Housing of Urban Development (HUD) and Department of Fair Employment and Housing (DFEH). • Provides Fair Housing counseling and education to potential victims of discrimination. • Responsible for providing activity information that will be included in periodic public service announcements and news releases about case settlements. • Assist the organization through outside activities such as participating in education booths and presentations. • Responsible for creating, improving, and maintaining fair housing training and materials. • Recruit, train and supervise testing program. • Assists clients with landlord/tenant education on their rights and responsibilities in Spanish and English encompassing 25 cities in Orange County and Los Angeles County. • Periodically assist with answering incoming calls and completing the intake in the database. • Assist clients facing evictions with composing a written response to the civil action. • Assist with conducting educational workshops for Landlords. Case Analyst (2006 -May 2022) Managed my department to coordinate and implement of agency's discrimination case programs among the two active offices and service areas. Responsibilities include: • Lead of the Fair Housing Program. • Solely responsible for all case management, investigation, analysis, and resolution of Fair Housing discrimination complaints through mediation, conciliation, litigation, or referrals to Housing of Urban Development (HUD) and Department of Fair Employment and Housing (DFEH). • Provides Fair Housing counseling and education to potential victims of discrimination. • Responsible for providing activity information that will be included in periodic public service announcements and news releases about case settlements. • Assist the organization through outside activities such as participating in education booths and presentations. • Responsible for creating, improving, and maintaining fair housing training and materials. • Recruit, train and supervise testing program. • Assists clients with landlord/tenant education on their rights and responsibilities in Spanish and English encompassing 24 cities in Orange County and Los Angeles County. • Periodically assist with answering incoming calls and completing the intake in the database. • Assist clients facing evictions with composing a written response to the civil action. • Assist with conducting educational workshops for Landlords. Counseling responsibilities include working with parties to resolve housing disputes through dispute resolution techniques, and possibly mediation. Education and outreach responsibilities include conducting certificate management trainings and fair housing workshops. Attend and coordinate hosted booths at local community fairs as part of the outreach program. This includes reaching out to underserved communities with diverse socioeconomic backgrounds which would benefit from our programs. Distribution of literature and face-to-face Q&A opportunities are the basis of this process. Fair Housing Foundation, Long Beach, California Housing Counselor (2002 — 2006) Responsibilities enabled me to provide all information on landlord and tenant laws to general housing calls for contract cities. In conjunction, refer possible discrimination calls to the in-house discrimination department and open cases of habitability. In addition, assistance to the Housing Coordinator was provided to follow up on all other open cases as needed. Responsibilities also included assisting clients with preparation of Unlawful Detainers response and conduct mediation between landlord and tenants. Proactively conducted landlord and tenant workshops to educate on the rights and responsibilities under California Law. Fair Housing Foundation, Long Beach, California Administrative Assistant (2001 to 2002) Administrative assistant to the Executive Director and Program Coordinator. Duties included: scheduling of board meetings, minutes, and agenda, dealing with vendors, procurement, scheduling appointments, proposal preparation, maintenance of inventory on an annual basis, and bookkeeping. Responsible for daily input and mailing of the monthly and quarterly reports to all CDBG Coordinators. PROFESSIONAL TRAINING Mediation Certificate — October 2003 & May 2016 National Fair Housing Alliance -Fundamental of Fair Housing Training - August 2006 Pasadena CA National Fair Housing Alliance Conference - June 2009, Washington DC Fair Housing First Accessibility -Accessibility Training -February 2015, Irvine CA National Fair Housing Alliance -Intermediate Investigations Course -May 2018, Pasadena CA Recognitions • Received promotion from Administrative Assistant to Housing Counselor to Case Analyst and again to Fair Housing Specialist based on merit and performance on duties and responsibilities. 10672 WALNUT ST. • LOS ALAMITOS, CA • 90720 562-805-0308 • EMCASTRO09@GMAIL.COM ELIZABETH MARIE CASTRO SKILLS AND QUALIFICATIONS Customer Service - Microsoft Office Software - Filing - Organizational skills Conversational Spanish - Near fluent American Sign Language - General Office Reception- Data Entry- Program Management WORK EXPERIENCE - Provided Customer Service by answering questions and explaining company programs. Answered phones with multiple lines, scheduled and confirmed appointment daily. Assisted in calling insurance companies and confirming patient's eligibility. In charge of creating files for new patients, pulling daily files, maintaining current patient files and heavy filing. Responsible for handling sensitive and confidential materials. Dealt with correspondence (regular/email), incoming and outgoing mail. Consistently was in charge of data entry, faxing, copying, scanning, validation and typing. Entered and calculated all timesheets for attorneys and employees using Quickbooks. Maintained the calendar for all attorneys and staff. Responsible for opening office and greeting clients on a daily basis. Order office supplies when needed and/or requested. Stamp daily mailings along with maintaining postage machine. Responsible for general office duties. Obtain clients information to input into the database and launch intake procedure. Submit and distribute faxes for all staff members. Assist all members of the staff with various assignments. Aid the Executive Director in any and all areas necessary. Assist in the training of selected testers Maintain accurate records on project activities Regularly report to supervisors on progress Met strict project deadlines and follow established procedures Maintain confidentiality of all project activities Recruit, screen and select a pool of individuals to be utilized in the program Supervise the counseling department, ensuring efficiency and performance from the department members. Manage the incoming calls from city staff, consultants, vendors, etc Assist clients create and manage a financial budget EDUCATION 1/2006- 5/2009 - Cal State University, Northridge, CA - Northridge, Ca Bachelor of Arts, May 2009 Course of study: Deaf Studies with a concentration in ASL/English Interpreting Dean's List each semester EMPLOYMENT HISTORY 8/2022- Present - 4/2013-8/2022 7/2010- 4/2013 6/2008 - 8/2008 7/2004-12/2005 2/2003-7/2004 Fair Housing Foundation - Long Beach, CA Program Manager Fair Housing Foundation - Long Beach, CA Project Specialist Fair Housing Foundation - Long Beach, CA Receptionist Southern California Edison - San Dimas, CA Customer Services Representative- Internship Dr. Norman Pokras, D.D.S - Long Beach, CA Office Assistant/ File Clerk Haberbush & Feinberg, LLP - Long Beach, CA Receptionist/Office Assistant FAIR HOUSING FOUNDATION pPnin� Job Title: Executive Director Department: Administration Supervisor: FHF Board of Directors Purpose of the Position The Executive Director (ED) is the key management leader of The Fair Housing Foundation (FHF). The ED is responsible for overseeing the administration, finances, programs and strategic plan of the organization. This position reports directly to the Board of Directors. Essential Responsibilities 1. Board Governance - 15%: Works directly with the Board of Directors (Board) to fulfill the organization mission. • Leads FHF in a manner that supports and guides the organization's mission as defined by the Board. • Communicates effectively and provides timely and accurate information necessary for the Board to function properly and to make informed decisions. • Work closely with the Board to seek their involvement in policy decisions, fundraising and to increase the overall visibility of FHF. 2. Financial Performance and Viability - 40%: Develops resources sufficient to ensure the financial health of the organization. • Responsible for the fiscal integrity and competency of FHF. • Responsible for fiscal management to operate within the approved budget and ensures utilization of resources. • Responsible for developing resources necessary to support FHF's mission. • Develops for Board approval the annual budget. 3. Organization Mission, Strategy, and Operations — 45%: Works with Board and staff to ensure FHF's mission is fulfilled through programs, strategic planning and community outreach. • Develops and Implements policies and programs to carry out FHF's mission. • Lead strategic plan and implementation to ensure FHF can successfully fulfill its mission into the future. • Oversee the hiring and retention of competent, qualified staff. • Responsible for executing all notes, agreements, and other instruments made and entered into on behalf of FHF. • Serves as FHF's primary spokesperson for creating maintaining relationships with organizations and municipalities to strategically enhance FHF's mission. Revised 1-25-18 FAIR HOUSING FOUNDATION Job Title: Fair Housing Specialist Department Fair Housing Supervisor Executive Director Purpose of the Position The Fair Housing Specialist (FHS) is HUD Certified and leads the Fair Housing Program for the Fair Housing Foundation (FHF). The FHS has significant expertise with Fair Housing laws, investigation methods, and case management. The role of the FHS is both that of a negotiator and of an advocator responsible for ensuring that the best interests and rights of the clients are upheld. This position reports directly with the Program Manager. Essential Responsibilities 1. Fair Housing Program and Investigation — 70%: Coordinates overall operations of the Fair Housing Program. • Provides direct Fair Housing counseling and education to potential victims of discrimination. • Coordinates case management, investigation, analysis, and resolution of Fair Housing discrimination complaints through mediation, conciliation, litigation, or referrals to HUD and DFEH. • Provides activity information that will be included in periodic public service announcements and news releases about case settlements. • Aids the organization through outside activities. • Keep informed of developments in federal, state, and local housing laws, regulations, guidelines, court cases, and research. 2. Tester Recruitment — 20%: Manages tester recruitment, tester training, and current tester pool. • Coordinates tester recruitment, screening, selection of test sites, and tester assignments. • Responsible for creating, improving, and maintaining fair housing training and materials. • Supervise all testers, coordinates tester payments, and organizes a testers appreciation event. 3. Program Development — io % : • Develop and implement an innovated and time efficient case management services to clients. • Responsible for creating a plan to increase collaboration with legal agencies to maximize client's outcomes, program goals. • Responsible for developing new tester recruitment strategies to increase and diversify FHF's tester pool. Revised 2-15-18 FAIR HOUSING FOUNDATION Job Title: Department Supervisor Community Engagement Liaison Education & Outreach Executive Director Purpose of the Position The Community Engagement Liaison (CEL) bridges the gap between Fair Housing Foundation (FHF) and the community. CEL is the lead in the Outreach Education Department is responsible for the strategy, planning, and delivery of outreach activities to increase public awareness about FHF and solidifying FHF's presence in the community. The CEL provides direction and guidance to the Outreach Coordinators, to promote all outreach activities and special events. The position reports directly to the Executive Director. Essential Responsibilities 1. Outreach Activities — 51%: Schedules, organizes, and oversees completion of all outreach activities. • Coordinates outreach activities including presentations, workshops, trainings, community meetings, and walk-ins ensuring compliance with FHF's contractual obligations. • Serves as primary contact for scheduling of any outreach activity and requests for outreach materials. • Participates with community events/ booths, community meetings, trainings, presentations, and workshops as needed. • Oversees and organizes the April Annual Reception event and Annual FHF Poster contest and prizes. 2. Community Engagement — 15%: Builds effective relationships with community stake holders, city staff, local leaders, and community groups. • Provide a high -quality customer service environment for all clients, community stakeholders, city staff, and other collaborators. • Actively engaging and networking with client -based community organizations to explore partnership opportunities and inform them about FHF services. • Stays current on upcoming outreach events, including outreach at community events and/or festivals. 3. Administrative — 27%: Coordinates overall operations of the outreach department. • Provides guidance and supervises outreach coordinators. • Maintain complete outreach records. • Responsible for reporting requirements for department based on contractual requirements. 4. Department Development — 7%: Collaborate with Outreach Coordinators in developing and monitoring of the expansion of the 0 & E Department. • Establishes and coordinates expansion of community partnerships and enhancing communication between partners. • Develop and implement new outreach strategies to diversify outreach materials, services, and new locations outreach activities are held. Revised 6.27.22 FAIR HOUSING FOUNDATION 8 nDe Job Title: Program Manager Department: Administration/Counseling Supervisor: Executive Director Purpose of the Position The Project Manager (PM) is HUD Certified and the lead in the Counseling Department. The PM is responsible for assisting with administrative services, implementing the Rental Counseling Program, supervising landlord and tenant counseling and receptionist. This position reports directly to the Executive Director. Essential Responsibilities 1. Landlord and Tenant Counseling - 25%: Oversees counseling services to housing providers, tenants and perspective tenants. • Responsible for the daily coordination and implementation of counseling. • Provides one-on-one customer communications and maintains a positive rapport with clients. 2. Rental Counseling — 50910: Provides direct and comprehensive rental counseling services to tenants and perspective tenants. • Responsible for the daily coordination and implementation of FHF's rental housing program. • Provides high quality customer service; communicating compassionately and effectively to clients. • Performs elements of on -going casework, which include, but not limited to mediations and unlawful detainer responses as needed, to provide service and problem -solving assistance for clients. • Participates with community events/ booths, and walk-in clinics. • Engages in continued education/training to keep current on knowledge of State, Federal, local civil codes, and other laws, to maintain and improve skills and abilities. 3. Administrative — 25%: Provides office services by implementing administrative services, systems, procedures, and policies. • Assists with fiscal responsibilities and statistical reporting. • Maintains office efficiency in the areas of supplies, equipment, procurement, record keeping and disposition schedules, maintenance, and inventory. • Manages administrative projects Revised 2-22-18 FAIR HOUSING FOUNDATION 8 r pF.91n8 Job Title: Case Analyst Department Fair Housing Supervisor Fair Housing Specialist Purpose of the Position The Case Analyst (CA) has significant expertise with Fair Housing laws, investigation methods, and case management. The role of the CA is both that of a negotiator and of an advocator responsible for ensuring that the best interests and rights of the clients are upheld. This position reports directly with the Program Manager. Essential Responsibilities 1. Fair Housing Program and Investigation — 70%: Coordinates overall operations of the Fair Housing Program. • Provides direct Fair Housing counseling and education to potential victims of discrimination. • Coordinates case management, investigation, analysis, and resolution of Fair Housing discrimination complaints through mediation, conciliation, litigation, or referrals to HUD and DFEH. • Provides activity information that will be included in periodic public service announcements and news releases about case settlements. • Aids the organization through outside activities. • Keep informed of developments in federal, state, and local housing laws, regulations, guidelines, court cases, and research. 2. Tester Development — 20%: Manages tester recruitment, tester training, and current tester pool. • Coordinates tester recruitment, screening, selection of test sites, and tester assignments. • Responsible for creating, improving, and maintaining fair housing training and materials. • Supervise all testers, coordinates tester payments, and organizes a testers appreciation event. 3. Program Development — io % : • Develop and implement an innovated and time efficient case management services to clients. • Responsible for creating a plan to increase collaboration with legal agencies to maximize client's outcomes, program goals. • Responsible for developing new tester recruitment strategies to increase and diversify FHF's tester pool. Revised 2-15-18 FAIR HOUSING FOUNDATION Job Title: Outreach Coordinator Focus: Community Department Outreach and Education Supervisor Community Engagement Liaison Purpose of the Position The Outreach Coordinator (OC) serves as the face and voice of the Fair Housing Foundation (FHF), bridging the gap between FHF and the community. The OC develops key relationships between individuals and groups in the community solidifying FHF presence in the community by conducting outreach activities. The position reports directly to the Community Engagement Liaison. Essential Responsibilities 1. Outreach Activities — 80%: Provides support with all aspects of the Outreach and Education Department. • Attend and represent FHF on relevant external committees, community meetings, and forums and facilitate the flow of information to and from FHF. • Staffs' community education booths during community events, walk-in clinics, and other activities. • Maintain a working knowledge of the FHF's mission and programs to promote the organization when out in the field. • Assists with the development of program materials, including assembly and distribution. • Assists with the annual reception and poster contest, and any other special events. • Assists with conducting presentations and Fair Housing workshops. 2. Community Engagement — 10%: Builds effective relationships with community stake holders, city staff, local leaders, and community groups. • Provide a high -quality customer service environment for all clients, community stakeholders, city staff, and other collaborators. • Actively engaging and networking with client -based community organizations to explore partnership opportunities and inform them about FHF services. • Responsible for the development of cross -referrals protocol with other agencies and maintains an accurate and up-to-date community resource list. 3. Department Development — 10%: Collaborate with Community Engagement Liaison and Outreach Coordinator in developing the expansion of the O& E Department. • Establishes and coordinates expansion of community partnerships and enhancing communication between partners. • Develop and implement new outreach strategies to diversify outreach materials, services Revised 7.27.21 FAIR HOUSING FOUNDATION Job Title: Outreach Coordinator Focus: Social Media and Community Department Outreach and Education Supervisor Community Engagement Liaison Purpose of the Position The Outreach Coordinator (OC) serves as the face and voice of the Fair Housing Foundation (FHF), bridging the gap between FHF and the community. The OC develops key relationships between individuals and groups in the community solidifying FHF presence in the community through social media and conducting outreach activities. The position reports directly to the Community Engagement Liaison. Essential Responsibilities 1. Social Media — 60%: Create and maintain a strong online presence for Fair Housing Foundation. • Manage and oversee the website and calendar, Google ads, social media content and online messages. • Implement online marketing strategies through social media accounts. • Develop content and suggest creative ways to attract more customers and promote FHF. •- Increase and monitor traffic and customer engagement. • Stay on top of the current best practices and technologies for each social media platform and website. • Prepare marketing activity reports and metrics for measuring effectiveness. • Cooperate with the other departments' staff to publish content on social networking platforms regarding different programs. 2. Outreach Activities — 30%: Provides support with all aspects of the Outreach and Education Department. • Attend and represent FHF on relevant external committees, community meetings, and forums and facilitate the flow of information to and from FHF. • Staffs' community education booths during community events, walk-in clinics, and other activities. • Maintain a working knowledge of the FHF's mission and programs to promote the organization when out in the field. • Assists with the development of program materials, including assembly and distribution. • Assists with the annual reception and poster contest, and any other special events. • Assists with conducting presentations and Fair Housing workshops. 3. Department Development — 10%: Collaborate with Community Engagement Liaison and Outreach Coordinator in developing the expansion of the O& E Department. • Establishes and coordinates expansion of community partnerships and enhancing communication between partners. • Develop and implement new outreach strategies to diversify outreach materials, services Revised 7.27.21 FAIR HOUSING FOUNDATION Nousin8 )peron - Job Title: Housing Counselor Department Counseling Supervisor Program Manager Purpose of the Position The Housing Counselor (HC) is primary responsible for implementing the Landlord and Tenant Counseling for the Fair Housing Foundation (FHF). The HC provides accurate, relevant, and helpful information to assist clients regarding their rights and responsibilities based on civil codes, civil code procedures as well as Federal and State fair housing laws. The position reports directly to the Program Manager. Essential Responsibilities 1. Landlord and Tenant Counseling — ioo % : Provides direct and comprehensive landlord and tenant counseling services to housing providers, tenants and perspective tenants. • Responsible for the daily coordination and implementation of FHF's landlord/tenant counseling. • Provides high quality customer service; communicating compassionately and effectively to clients. • Performs elements of on -going casework, which include, but not limited to mediations and unlawful detainer responses as needed, to provide service and problem -solving assistance for clients. • Participates with community events/ booths, and walk-in clinics. • Engages in continued education/training to keep current on knowledge of State, Federal, local civil codes, and other laws, to maintain and improve skills and abilities. Revised 8-3-20 FAIR HOUSING FOUNDATION Job Title: Receptionist Department Administration Supervisor Program Manager Purpose of the Position The Receptionist is primary responsible is to answer telephones, input initial client data into database, and responds to all website inquiries and emails in accordance with established Fair Housing Foundation policies. The position reports directly to the Program Manager. Essential Responsibilities 1. Administrative — 95%: Provides office services by implementing administrative services, procedures, and policies. • Responsible for providing a professional and approachable voice for FHF by answering all incoming calls. • Provide initial intake procedure on incoming calls from clients by obtaining the name, city and phone number and advising the client that a counselor will return their call in the order received. • Responsible to answer all incoming website instant chat and email inquiries. 2. Departmental Support — 5%: Provides departmental support to accomplish specific goals which achieve FHF's mission and identified goals and objectives. • Contributes to the team effort by accomplishing assigned tasks. Revised 8-3-20 CERTIFICATE OF LIABILITY INSURANCE OP ID: AM DATE (MM/DDIYYYY) 09/06/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on thls certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Driscoll & Assoc Ins Svcs Inc. CA. License OB99775 P 0 Box 92526 Long Beach, CA 90809-2526 Kerry M. Driscoll INSURED Fair Housing Foundation 3605 Long Beach Blvd #302 Long Beach, CA 90807 BER: CONTACT Kerry M. Driscoll NAME PHONE Ertl: 562-595-5355 FAX _ 562-252-8711 ADDRESS: kerrytdriscollinsured.com PRODUCER FAIRH-1 CUSTOMER ID #: INSURER(S) AFFORDING COVERAGE NAIC # INSURER A : Nonprofits Ins. Alliance Ca. INSURER a : The Hartford INSURER C : Nonprofits's Ins. Alliance of INSURER D : INSURER E : INSURER F : 00914 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE INDICATED. NOTWITHSTANDING ANY REQUIREMENT, CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LISTED BELOW HAVE BEEN ISSUED TO TERM OR CONDITION OF ANY CONTRACT THE INSURANCE AFFORDED BY THE POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY THE INSURED NAMED ABOVE FOR THE POLICY PERIOD OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, PAID CLAIMS. INSR LTR ADDLI SUBR TYPE OF INSURANCE WSR: ,rc , POLICY NUMBER POLICY EFF MM/DDIYYYY POLICY EXP' MM/DD/YYYY LIMITS GENERAL LIABILITY _EACHOCC_URRENCE $ 1,000,001 A X COMMERCIAL GENERAL LIABILITY X 2023-15165 09/01/2023 09/01/2024 PREMISES Ea occurrence $ 500,001 CLAIMS -MADE X OCCUR MED EXP (Any one person) $ 20,001 PERSONAL & ADV INJURY 'GENERAL $ 1,000,001 AGGREGATE $.. 2,000,001 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ 2,000,001 POLICY X JF[OT LOC , $ _ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ (Ea accident) 1,000,001 ANY AUTO BODILY INJURY (Per person) $ -. ALL OWNED AUTOS BODILY INJURY (Per accident) $ SCHEDULED AUTOS PROPERTY DAMAGE A X HIRED AUTOS 2023-15165 09/01/2023 09/01/2024 (PERACCIDENT) $ A X NON -OWNED AUTOS 2023-15165 09/01/2023 09/01/2024 $ $ X UMBRELLA LIAB 1 X OCCUR EACH OCCURRENCE $ 1,000,001 EXCESSLIAB CLAIMS AGGREGATE $ 1,000,001 A -MADE 2023.15165-UMB 09/01/2023 09/01/2024 • — — DEDUCTIBLE $ RETENTION $ - $ WORKERS COMPENSATION X WC STATU- OTH- JpIRY LIMITS ER B AND ANY EMPLOYERS' LIABILITY 72WECAY9U4P 07/31/2023 . . 07/31/2024 E.L. EACH ACCIDENT $ 1,000,001 PROPRIETOR/PARTNER/EXECUTIVEYIN OFFICER/MEMBER EXCLUDED? N N / A (Mandatory E.L. DISEASE - EA EMPLOYEE $ 1,000,001 in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,001 C DIRECTORS/OFFICERS 2023 -15165 -DO 09/01/2023 09/01/2024 1,000,000 occ/agg. C PROFESSIONAL LIABI 2023-15165 09/01/2023 09/01/2024 2,000,000 Prof/Agg DESCRIPTION OF OPERATIONS / LOCATIONS 1 VEHICLES (Attach ACORD 101, Addhional Remarks Schedule, If more space is required) Location site: 3630 E. Imperial Hwy, Lynwood. Regards to General Liability, see attached Additional rnsured CG 2011 endorsement. 30 days notice of Cancellation, except 10 days for nonpayment of premium. LYNWOOD City of Lynwood Attn: City Clerk's office 11330 Bullis Rd Lynwood, CA 90262 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE /<."---> - © 1988-2009 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD ACORD 25 (2009/09) POLICY NUMBER: 2023-15165 COMMERCIAL GENERAL LIABILITY Named Insured: Fair Housing Foundation CG 20 26 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Any person or organization that you are required to add as an additional insured on this policy, under a written contract or agreement currently in effect, or becoming effective during the term of this policy. The additional insured status will not be afforded with respect to liability arising out of or related to your activities as a real estate manager for that person or organization. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: 1. In the performance of your ongoing operations; or 2. In connection with your premises owned by or rented to you. However: 1. The insurance afforded to such additional insured only applies to the extent permitted by law; and 2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B. With respect to the insurance afforded to these additional insureds, the following is added to Section III — Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1. Required by the contract or agreement; or 2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less. This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations. CG 20 26 12 19 © Insurance Services Office, Inc., 2012 Page 1 of 1 M,� NONPROFITS i INSURANCE ALLIANCE OF CALIFORNIA A Head for insurance. A Heart for Nonprofits. POLICY NUMBER: 2023-15165 FORM: NIAC-E26 11 17 NAMED INSURED: Fair Housing Foundation THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS (WAIVER OF SUBROGATION) This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SOCIAL SERVICE PROFESSIONAL LIABILITY COVERAGE FORM SCHEDULE Name of Person or Organization: Where you are so required in a written contract or agreement currently in effect or becoming effective during the term of this policy, we waive any right of recovery we may have against that person or organization, who may be named in the schedule above, because of payments we make for injury or damage. NIAC-E26 11 17 Page 1 of 1 � NONPROFITS = INSURANCE ALLIANCE OF CALIFORNIA ALLIANCE CALIFORNIA A Head for Insurance. A Heart for Nonprofits. THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED - PRIMARY AND NON-CONTRIBUTORY - FOR DESIGNATED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: SOCIAL SERVICE PROFESSIONAL LIABILITY COVERAGE FORM SCHEDULE Name Of Additional Insured Person(s) Or Organization(s): Any person or organization that you are required to add as an additional insured on this policy, under a written contract or agreement currently in effect, or becoming effective during the term of this policy. The additional insured status will not be afforded with respect to liability arising out of or related to your activities as a real estate manager for that person or organization. Section II — Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "damages" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf in the performance of your ongoing operations. The insurance extended by this endorsement is primary coverage when you have so agreed in a written contract or agreement and will be considered non-contributory with the additional insured(s) own insurance. NIAC E02 01 17 Page 1 of 1 Last updated by Stella Verdeja on Mar 01, 2023 at 06:28 PM FAIR HOUSING FOUNDATION -SAM*dove FAIR HOUSING FOUNDATION Unique Entity ID UPWKXNY53BL5 Registration Status Active Registration Physical Address 3605 Long Beach BLVD STE 302 Long Beach, California 90807-4025 United States CAGE / NCAGE Purpose of Registration 36TB2 All Awards Expiration Date Feb 29, 2024 Mailing Address 3605 Long Beach BLVD STE 302 Long Beach, Califomia 90807-4025 United States !Business Information Doing Business as FAIR HOUSING FOUNDATION Congressional District California 44 Division Name (blank) State / Country of Incorporation California / United States Registration Dates Activation Date Mar 3, 2023 Entity Dates Entity Start Date Dec 10, 1964 Immediate Owner CAGE (blank) Submission Date Mar 1, 2023 Highest Level Owner CAGE (blank) Fiscal Year End Close Date Jun 30 Division Number (blank) URL www.fhfca.org Initial Registration Date Feb 25, 2005 Legal Business Name (blank) Legal Business Name (blank) Executive Compensation In your business or organization's preceding completed fiscal year, did your business or organization (the legal entity to which this specific SAM record, represented by a Unique Entity ID, belongs) receive both of the following: 1. 80 percent or more of your annual gross revenues in U.S. federal contracts, subcontracts, loans, grants, subgrants, and/or cooperative agreements and 2. $25,000,000 or more in annual gross revenues from U.S. federal contracts, subcontracts, loans, grants, subgrants, and/or cooperative agreements? No Does the public have access to information about the compensation of the senior executives in your business or organization (the legal entity to which this specific SAM record, represented by a Unique Entity ID, belongs) through periodic reports filed under section 13(a) or 15(d) of the Securities Exchange Act of 1934 (15 U.S.C. 78m(a), 78o(d)) or section 6104 of the Internal Revenue Code of 1986? Not Selected Proceedings Questions Is your business or organization, as represented by the Unique Entity ID on this entity registration, responding to a Federal procurement opportunity that contains the provision at FAR 52.209-7, subject to the clause in FAR 52.209-9 in a current Federal contract, or applying for a Federal grant opportunity which contains the award term and condition described in 2 C.F.R. 200 Appendix XII? Yes Does your business or organization, as represented by the Unique Entity ID on this specific SAM record, have current active Federal contracts and/or grants with total value (including any exercised/unexercised options) greater than $10,000,000? No Within the last five years, had the business or organization (represented by the Unique Entity ID on this specific SAM record) and/or any of its principals, in connection with the award to or performance by the business or organization of a Federal contract or grant, been the subject of a Federal or State (1) criminal proceeding resulting in a conviction or other acknowledgment of fault; (2) civil proceeding resulting in a finding of fault with a monetary fine, penalty, reimbursement, restitution, and/or damages greater than $5,000, or other acknowledgment of fault; and/or (3) administrative proceeding resulting in a finding of fault with either a monetary fine or penalty greater than $5,000 or reimbursement, restitution, or damages greater than $100,000, or other acknowledgment of fault? Not Selected !Exclusion Summary hops://sam.gav/entity/UPWKXNY53BL5/coreData?status=Active Page 1 of 3 Las! updated by Stella Verdeja on Mar 01, 2023 al 06:28 PM FAIR HOUSING FOUNDATION Active Exclusions Records? No ISAM Search Authorization I authorize my entity's non -sensitive information to be displayed in SAM public search results: Yes I Entity Types Business Types Entity Structure Corporate Entity (Tax Exempt) Profit Structure Non -Profit Organization Socio-Economic Types Entity Type Business or Organization Organization Factors (blank) Check the registrant's Reps & Certs, if present, under FAR 52.212-3 or FAR 52.219-1 to determine if the entity is an SBA -certified HUBZone small business concern. Additional small business information may be found in the SBA's Dynamic Small Business Search if the entity completed the SBA supplemental pages during registration. !Financial Information Accepts Credit Card Payments No EFT Indicator 0000 Electronic Funds Transfer Debt Subject To Offset No CAGE Code 36TB2 Account Type Routing Number Checking *****1198 Financial Institution Account Number FARMERS & MERCHANTS BANK LONG BEACH *****345 Automated Clearing House Phone (U.S.) 5623442001 Fax (blank) Remittance Address FAIR HOUSING FOUNDATION 3605 Long Beach BLVD., #302 Long Beach, Califomia 90807 United States Email (blank) Lock Box Number (blank) Phone (non-U.S.) (blank) ITaxpayer lnformation EIN *****2678 Tax Year (Most Recent Tax Year) 2022 Address 3605 Long Beach BLVD STE 302 Long Beach, California 90807 Type of Tax Applicable Federal Tax Name/Title of Individual Executing Consent Executive Director Signature Stella Verdeja Taxpayer Name FAIR HOUSING FOUNDATION TIN Consent Date Mar 1, 2023 !Points of Contact Accounts Receivable POC 0 Stella V Verdeja, Executive Director sverdeja@fhfca.org 5629891206 htlps://sam.gov/ent ty/UPWKXNY53BL5/coreData?status=Active Page 2 of 3 Last updated by Stella Verdeja on Mar 01, 2023 at 06:28 PM FAIR HOUSING FOUNDATION Electronic Business P. Stella V Verdeja, Ms. sverdeja@fhfca.org 5629891206 Stella V Lugo slugo@fhfca.org 5629891206 3605 Long Beach BLVD. #302 Long Beach, California 90807 United States 3605 Long Beach BLVD.#302 Long Beach, California 90807 United States Government Business F. Stella V Verdeja sverdeja@fhfca.org 5629891206 Stella V Lugo slugo@fhfca.org 5629891206 Past Performance Barbara Ann Shull bshull@fairhousingfoundation.com 5629891206 Stella V Lugo slugo@fhfca.org 5629891206 3605 Long Beach BLVD. Suite 302 Long Beach, Califomia 90807 United States 3605 Long Beach BLVD. #302 Long Beach, Califomia 90807 United States 3605 Long Beach BLVD. #302 Long Beach, California 90807 United States 3605 Long Beach BLVD.#302 Long Beach, Califomia 90807 United States !Service Classifications NAICS Codes Primary NAICS Codes Yes 813319 NAICS Title Other Social Advocacy Organizations ISize Metrics IGT Size Metrics Annual Revenue (from all IGTs) (blank) Worldwide Annual Receipts (in accordance with 13 CFR 121) Number of Employees (in accordance with 13 CFR 121) $835,863.00 12 Location Annual Receipts (in accordance with 13 CFR 121) Number of Employees (in accordance with 13 CFR 121) (blank) (blank) Industry -Specific Barrels Capacity Megawatt Hours Total Assets (blank) (blank) (blank) I Electronic Data Interchange (EDI) Information This entity did not enter the EDI information !Disaster Response Yes, this entity appears in the disaster response registry. Bonding Levels TD0h1 5 (blank) (blank) States Counties Metropolitan Statistical Areas California CA: Orange, Los Angeles (blank) https://sam.gov/entity/UPWKXNY53BL5/coreData?status=Active Page 3 of 3 CITY OF LYNWOOD - LYNWOOD AFTER SCHOOL PROGRAM City of Lynwood Community Development Block Grant Public Service Application Request for Funding Fiscal Year 2024-25 DEADLINE Deadline for returning completed applications is 5:00 p.m., Thursday, February 8, 2024. Applications may be return via email to streio(@,lynwoodca.gov or through US Postal Service to the below address. Postmarks and late applications will not be accepted. Suzanne Trejo, Administrative Analyst II City of Lynwood Community Development Department 11330 Bullis Road, Lynwood, CA 90262 REQUIRED REVIEW Prior to submitting a proposal, it is required that you review "Playing by the Rules: A Handbook for CDBG Sub -recipients on Administrative Systems". Please pay special attention to chapters two and five. The handbook can be located at the following link: https://www.hudexchange. info/resource/687/playing-by-the-rules-a-handbook-for-cdbc- subrecipients-on-administrative-systems/ REQUIRED DOCUMENTS Please submit the following information along with your completed application by the abovementioned deadline. ❑ Completed and Signed Application — Parts I -VI ❑ Articles of Incorporation ❑ Non -Profit Determination — 501(c)3 IRS Letter ❑ List of Board of Directors ❑ Organizational Chart ❑ Most Recent Audited Financials ❑ Resumes of Key Administrators ❑ Job Descriptions for Personnel/Positions Listed in Application ❑ Most Recent Certificates of Insurances ❑ System for Award Management Report — www.sam.qov. Search and save as PDF. CONTACT If you have any questions regarding the City of Lynwood's Community Development Block Grant (CDBG) funded program, please contact: Contact: Suzanne Trejo, Administrative Analyst II Email: strejo@lynwoodca.gov Phone: (310) 603-0220, Ext. 601 Application Period Opened from January 11, 2024 — February 8, 2024 (5:00 p.m.) I. APPLICANT AND PROJECT/ACTIVITY INFORMATION Legal Name of Organization/Agency Program/Activity Title City of Lynwood Recreation & Community Services Department After School Program Physical Address 11301 Bullis Rd City, State, ZIP Lynwood, Ca 90262 Type of Organization ❑ Non -Profit M Government ❑ For -Profit Tax ID DUNS Number _ Name of Workers' Compensation Insurance (Government exempt) Coverage Amount Expiration Date Name of General Liability and Property Damage Insurance (Government exempt) Coverage Amount Expiration Date Name of Applicant Contact Diana Romero Title Recreation Facility & Program Supervisor Mailing Address 11301 Bullis Road City, State, ZIP Lynwood, Ca 90262 Email dromero@lynwoodca.gov Phone 310-603-0220 ext 391 _ Fax Amount of CDBG Funds Received in FY 2023-24 from Lynwood ($) Amount of CDBG Funds Requested for FY 2024-25 ($) Approximate Total Number of Unduplicated Beneficiaries (Persons or Households) to be Served $46,000.00 $103,530.00 100 Type of Beneficiary Groups that the Program/Activity will Serve (Check all that apply) Z Persons ® Households ▪ Youth ❑ Adults ❑ Seniors ❑ Homeless Persons ❑ Disabled Persons ❑ Battered Spouses ❑ Abused/Neglected Children ❑ Households ® Community ❑ Housing Units ❑ Public Facilities ❑ Businesses Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 2 II. CDBG ELIGIBILITY CDBG Eligible Activity Categories Please choose the CDBG Eligible Activity Category for your proposed project. CDBG National Objective Compliance Your proposed project/activity must meet at least one of HUD's CDBG National Objectives. Please check all that apply to your proposal. Meetings National Objectives Check all statements that describe how your proposed project/activity meets one of the National Objectives above: ® Public Service. Improves community public services and facilities, including but not limited to those concerned with employment, fair housing and homeownership, homelessness, crime prevention, child care, health, drug abuse, education or recreational needs. ❑ Public Facilities/Improvements ❑ Housing/Special Activities by Subrecipients ❑ Economic Development ❑ Acquisition and/or rehabilitation of real property ❑ Other. ® Benefits Low and Moderate Income (LMI) Individuals/Households. ❑ Addresses the prevention or elimination of slums or blight. ® Low/Moderate Area Benefit — The project serves only a limited area which is proven by current Census data or survey to be a low-income area. By choosing this category you must be able to prove your project/activity primarily benefits low/moderate income households. ❑ Low/Moderate Limited Clientele — The project/activity benefits a specific group of people (rather than all areas in a particular area), at least 51% of whom are low/moderate income persons. Income verification for clients must be provided for this category. The following groups are presumed to be low/moderate: abused children, elderly persons (62 or older), battered spouses, homeless persons, adults meeting the Census definition of severely disabled, illiterate adults, persons living with AIDS and migrant farm workers. ❑ Slum or Blight on an Area Basis — Area basis activities must be within officially designated area as defined under State or local law, and addresses one or more of the conditions that contributed to the deterioration of the area. an Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 3 III. PROJECT NARRATIVE (If more space is needed for any section, please attach on separate sheet.) PROJECT/PROGRAM DESCRIPTION. Briefly describe the proposed service/activity/project to be carried out with the funds requested. Since 1985, the City of Lynwood through the Recreation and Community Services Department has offered After - school activities and programs to underserved areas of the Lynwood community. The requested funds would allow afterschool programs to be offered at (2) sites the Avalos Community Center & the Henning Youth Center. The centers are local sources of social, educational, health and recreational services for the youth and families living in Lynwood. The proposed activities include: homework assistance and tutoring services, seasonal sports, a variety of recreational classes, and field trips for youth ages 7 to 18 years old. The Afterschool Program will be provided at little or no cost to youth and offered five days each week from school dismissal until 6:00 p.m. during the traditional school year calendar from August to June. Hours will vary for planned trips and during our Sports Component as it will require practice and games during extended hours up to 8:30 p.m. COMMUNITY NEED. Does your proposed project/activity address an identified gap in service or current need in the community? Document the need for the project/program. The Afterschool Program offers a safe, healthy, and stimulating in person environment for youth who need a place to go after school. Program will offer opportunities to youth who live within a short distance to walk or be transported to our facilities who are not already connected to some formalized school or recreation program, thereby eliminating transportation problems. BENEFIT. Discuss how the project/program provides benefit to low-income persons. The City of Lynwood is categorized as a low -to -moderate income community. More than 25% of Lynwood citizens live below the level of poverty with one of the highest unemployment rates in the Los Angeles County. For many Lynwood families cost and lack of youth programs and service in their community are a major issue, so offering these services at these facilities will give them a safe, affordable, local alternative to seeking services outside of the Lynwood area. The centers will serve as an essential source of support for Lynwood families who lack the resources to provide their children with after school programs to help with school work and engage them in positive learning activities focused on reading and math and other academic subjects COLLABORATION. Has your organization/agency developed this project in collaboration with other groups/organizations? If so, please list the groups/organizations and describe their roles in this project. The City of Lynwood through the Recreation & Community Services Department has a successful history of established partnerships with community based non-profit groups and the Lynwood Unified School District (LUSD). Through these partnerships we have implemented afterschool programs to youth at various school sites within the LUSD and local church sites. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 4 SIMILAR RESOURCES. Is a similar service provided by another agency/organization? If so, how will your program/activity differ? The Lynwood Unified School District offers a similar after school program that is more education -focused and campus based. Our proposed program differs from the LUSD program in the following ways: Drop -In Structure —youth are able to come and go and attend as needed Extended/ Holiday hours — Our program operates more weekly hours than the LUSD Even balance between education and recreational, curriculum Offers monthly field trips, Supper program, and special events Neighborhood -based vs. School -based Access to City resources such as athletic fields and other facilities OUTREACH. Discuss outreach efforts for the proposed service/activity/project. The Afterschool Program will be advertised in the City of Lynwood's electronic monthly newsletter, which is the main source of information for Lynwood residents. The newsletter highlights upcoming citywide events, informative topics, recreational activities and programs it is available to every household and business in the city through the city's website. Program will also be advertised through our Recreation Departments Social Media accounts and online registration software called Leagueapps. PERFORMANCE SCHEDULE. Prepare a Work Plan for implementation/completion of the services and activities. Identify activities and completion dates below. Activity Program Recruitment Drop -In Leisure Activities Seasonal Themed events Field Trips Completion Date On Going Program Recruitment June 13, 2025 June 7, 2025 May 2025 On Going OTHER SOURCES OF FUNDS. List all other funding sources that will be used to undertake the proposed project/program and status of each source. Source Name GF- Division Budget Committed or Pending Committed $315,916.00 Approved in FY 25 Budget Committed $18,000.00 Approved in FY 25 Budget Fund Amount ($) Current Status Prop A Transportation Funds Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 5 IV. PROPOSED PUBLIC SERVICE BUDGET Scope of work and use of CDBG funds must be directly related. The CDBG funds requested must be used to provide a direct benefit/service to low- or moderate -income residents of the City of Lynwood. Proof of income eligibility and current residence must be acquired from all recipients. Adequate documentation must also be provided by the Agency to support costs associated with the services provided. This includes such support as timesheets to demonstrate the amount of time spent on each service, cancelled checks to demonstrate payment, client intake forms to demonstrate who received the service and any other documentation deemed necessary to show a direct correlation between the service provided and the costs associated with them. Please use the following format to present your proposed line item budget: Column A: Column 8: Column C: Column D: Column E: List the items for which you anticipate the need for CDBG Funds during FY 2024-25. Provide the projected request for CDBG funds. Provide the total of other funds to be used. List the name of the other funding source. List the total line budget. Please round your request to the nearest ten. Column A BUDGET ITEM Column B CDBG REQUEST ($) Column C OTHER SOURCES ($) Column D NAMES OF OTHER SOURCES Column E TOTAL BUDGET ($) Personnel* _ Recreation Coordinator ($5,648 x 12mo.) $67,776 City Funds $67,776 Recreation Leader III (1)- 800 hrs.(20 hrs. per wk @ $20.02/hr.x 40 wks) $16,016.00 $3,003.00 City Funds $19,019.00 Recreation Leader 1 (7) — 700 hrs. (17.5 hrs. per wk ea.@ $17.86/hr. x 40 wks $87,514.00 $10,501.68 City Funds $98,015.68 _ Personnel Total $103,530.00 $81,280.66 $184,809.68 Non -Personnel Rent/Lease Supplies $3,000 City Funds $3,000 Utilities Equipment Services $700.00 City Funds $700 Printing $300.00 City Funds $300 Admission/Enrollment _ Other: Prop A Travel $10,000 City Funds $10,000 Other: Other: _ Other: Other: Non -Personnel Total $14,000 $14,000 TOTAL PROJECT BUDGET $103,530.00 $95,280.66 $198,809.68 *For personnel, complete the following CDBG-Funded Personnel Tables. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 6 CDBG-FUNDED PERSONNEL ❑ Check this box if CDBG funds will NOT be used to fund personnel. If CDBG funds will be used to fund personnel, complete the following tables, as appropriate. Only list personnel that will be paid with CDBG funds. AGENCY ADMINISTRATION Job Title Annual Salary ($) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) PROPOSED PROGRAM STAFF Job Title Annual Salary ($) Recreation Leader III (1) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) $16,016.00 $3,003.00 $19,019.00 $16,016.00 Recreation Leader I (7) $87,514.00 $10,501.68 $98,015.68 $87,514.00 Time Position is Dedicated to CDBG Activity (%) 100% 100% KEY PERSONNEL DUTIES. Provide a list of the duties of key personnel listed above. Job Title Duties Recreation Specialist Recreation Leader Responsible for activity planning and equipment inventory. They assist Recreation Leaders with implementation of program and curriculum. Implement day to day activities at the center including homework assistance, conducting games, coach certain sports, monitors use of computers and gaming systems. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 7 COST RATIONALE. If you consider it necessary, explain why your program/activity costs is reasonable. As a government agency, our programs are not for profit. All of our youth programs are offered at zero to low cost so that they are accessible to large portions of the Lynwood residency. PROGRAM CHANGES. If you received CDBG funding last year, has there been an increase in service that you will provide during FY 2024-25? Explain why there is a new demand or an unmet need in the community for this service. This application includes two (2) sites the Avalos Community Center and Henning Youth Center. Both centers are situated in an area that is severely underserved by community programs. Our program provided service to 60 youth last year. Funding will allow for program to continue operating at both facilities considering the growing financial hardship the pandemic continues to leave. IMPACT OF NO CDBG FUNDING. Describe the effect of partial or no CDBG funding on your project/activity. City's general fund has been significantly impacted by the pandemic. Receipt of CDBG funding at less than requested amount will have a significant negative impact on the ability of the Department to offer critically needed youth programming in an underserved area of the community. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 8 V. CONFLICT OF INTEREST QUESTIONNAIRE Federal, State, and City law prohibits employees and public officials of the City of Lynwood from participating on behalf of the City in any transaction in which they have a financial interest. This questionnaire must be completed and submitted by each applicant for CDBG program funding. The purpose of this questionnaire is to determine if the applicant, or any of the applicant's staff, or any of the applicant's Board of Directors would be in conflict of interest. 1. Is there any member(s) of the applicant's staff or governing body who is or has been, within one year of the date of this questionnaire, (a) a City Employee or (b) a City Councilmember? ®Yes ❑No If Yes, please list the name(s) and information requested below: Name of Person Diana Romero Job Title Recreation Facility & Program Supervisor Relationship (City Employee/Councilmember) City Employee City Department Recreation 2. Will the CDBG funds requested by the applicant be used to award a subcontract to any individual(s) or business affiliate(s) who is currently or has been, within one year of the date of this questionnaire, (a) a City Employee or Consultant or (b) a City Councilmember? ❑ Yes N No If Yes, please list the name(s) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmember) City Department 3. Is there any member(s) of the applicant's staff or member(s) of the applicant's Board of Directors or other governing body who are business partners or family members of (a) a City Employee or (b) a City Councilmember? ❑ Yes E1 No If Yes, please list the name(s) and information requested below: Name of Person 1 L Relationship (City Employee/ Councilmember) Tie (Family/Business) Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants If Family, Indicate Relationship 9 VI. SIGNATURES Authorized Signature To the best of my knowledge, the information provided on this application is true, and I am authorized to submit this application on behalf of the applicant agency. Mark Flores Print Name Director of Recreation Title Signature Date Email:mflores@lynwood a. ov Authorized Signature I have read "Playing by the Rules: A Handbook for CDBG Subrecipients on Administrative Systems" with special attention to chapters two and five. Mark Flores Director of Recreation Print Name Title Signature Date Email: mflores@lynwoodca.gov Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 10 LYNWOOD ATHLETICS COMMUNITY SERVICES J+ °yi.r l� IMP -� 11 f `' City of Lynwood Community Development Block Grant Public Service Application Request for Funding Fiscal Year 2023-24 DEADLINE Deadline for returning completed applications is 5:00 p.m., Thursday, January 26, 2023. Applications may be return via email to strejo( ynwoodcagov or through US Postal Service to the below address. Postmarks and late applications will not be accepted. Suzanne Trejo, Administrative Analyst II City of Lynwood Community Development Department 11330 Bullis Road, Lynwood, CA 90262 REQUIRED REVIEW Prior to submitting a proposal, it is required that you review "Playing by the Rules: A Handbook for CDBG Sub -recipients on Administrative Systems". Please pay special attention to chapters two and five. The handbook can be located at the following link: httos://www.hudexchange.info/resource/6$7/ola vino-by-the-rules-a-handbook-for-cdbcJ- subrecipients-on-administrative-systems! REQUIRED DOCUMENTS Please submit the following information along with your completed application by the abovementioned deadline. ❑ Completed and Signed Application - Parts I -VI ❑ Articles of Incorporation p„1 I -L Ig- ❑ Non -Profit Determination - 501,(c)3 IRS Letter," �' ❑ List of Board of Directors ON r' 1 ❑ Organizational Chart OP i I �- ❑ Most Recent Audited Financials ❑ Resumes of Key Administrators O Job Descriptions for Personnel/Positions Listed in Application or) Vt ❑ Most Recent Certificates of Insurances ❑ System for Award Management Report -- www.sam.gov. Search and save as PDF. CONTACT If you have any questions regarding the City of Lynwood's Community Development Block Grant (CDBG) funded program, please contact: Contact: Suzanne Trejo, Administrative Analyst II Email: strejo@lynwoodca.gov Phone: (310) 603-0220, Ext. 601 Application Period Opened from December 22, 2022 — January 26, 2023 (5:00 p.m.) I. APPLICANT AND PROJECT/ACTIVITY INFORMATION Legal Name of Orga nization/Agency Program/Activity Title Physical Address City, State, ZIP Lynwood Athletics Community Services Youth Sports 5218 Niland St. Lynwood Ca, 90262 Type of Organization Tax ID DUNS Number Name of Workers' Compensation Insurance (Government exempt) Coverage Amount Expiration Date Name of General Liability and Property Damage Insurance (Government exempt) Coverage Amount ® Non -Profit ❑ Government 0 For -Profit 95-4773467 092835730 N/A NO EMPLOYEES $2,000.000 5-1-2024 02Sports Insurance $2,000.000 Expiration Date Name of Applicant Contact Title Mailing Address City, State, ZI P Email Phone Fax James Bishop President 5218 Niland St Lynwood ,Ca, 90262 James.bishop@mlb.com 310-806-7504 Amount of CDBG Funds Received in FY 2022-23 from Lynwood ($) Amount of CDBG Funds Requested for FY 2023-24 ($) Approximate Total Number of Unduplicated Beneficiaries (Persons or Households) to be Served Type of Beneficiary Groups that the Program/Activity will Serve (Check all that apply) 10k 25k 15 ® Persons ® Youth ❑ Adults 0 Seniors ❑ Homeless Persons ❑ Disabled Persons ❑ Battered Spouses 0 Households 0 Abused/Neglected Children Households ® Community ❑ Housing Units ❑ Public Facilities ❑ Businesses Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 2 II. CDBG ELIGIBILITY CDBG Eligible Activity Categories Please choose the CDBG Eligible Activity Category for your proposed project. CDBG National Objective Compliance Your proposed project/activity must meet at least one of HUD's CDBG National Objectives. Please check all that apply to your proposal. Meetings National Objectives Check all statements that describe how your proposed project/activity meets one of the National Objectives above: ® Public Service. Improves community public services and facilities, including but not limited to those concerned with employment, fair housing and homeownership, homelessness, crime prevention, child care, health, drug abuse, education or recreational needs. ❑ Public Facilities/Improvements ❑ Housing/Special Activities by Subrecipients ❑ Economic Development 0 Acquisition and/or rehabilitation of real property 0 Other. ® Benefits Low and Moderate Income (LMI) Individuals/Households. 0 Addresses the prevention or elimination of slums or blight. El Low/Moderate Area Benefit — The project serves only a limited area which is proven by current Census data or survey to be a low-income area. By choosing this category you must be able to prove your project/activity primarily benefits low/moderate income households. 0 Low/Moderate Limited Clientele — The project/activity benefits a specific group of people (rather than all areas in a particular area), at least 51% of whom are low/moderate income persons. Income verification for clients must be provided for this category. The following groups are presumed to be low/moderate: abused children, elderly persons (62 or older), battered spouses, homeless persons, adults meeting the Census definition of severely disabled, illiterate adults, persons living with AIDS and migrant farm workers. ❑ Slum or Blight on an Area Basis — Area basis activities must be within an officially designated area as defined under State or local law, and addresses one or more of the conditions that contributed to the deterioration of the area. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 3 III. PROJECT NARRATIVE (If more space is needed for any section, please attach on separate sheet.) PROJECT/PROGRAM DESCRIPTION. Briefly describe the proposed service/activity/project to be carried out with the funds requested. Lynwood Athletics Community Services offers organized youth sports to the City of Lynwood. We Have Football/Cheer, Baseball, Track, and Camps /Clinics! COMMUNITY NEED. Does your proposed project/activity address an identified gap in service or current need in the community? Document the need for the project/program. We focus on low-income at -risk youth between the ages of 5-13. We address youth obesity along with gang intervention through organized sports. We offer weightlifting, track and field that's not offered in The City Of Lynwood! BENEFIT. Discuss how the project/program provides benefit to low-income persons. Lynwood Athletics offers free Conditioning, Agility , Mentoring, and we also feed the participants for daily after practice! • COLLABORATION. Has your organization/agency developed this project in collaboration with other groups/organizations? If so, please list the groups/organizations and describe their roles in this project. Lynwood Athletics Community Services has an ongoing agreement with Lynwood Unified School District. We have also partnered with the Los Angeles Sherriff Department Pal Program! Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 4 SIMILAR RESOURCES. Is a similar service provided by another agency/organization? If so, how will your program/activity differ? There's NO other agency in the City Of Lynwood that offers Football/Cheer OUTREACH. Discuss outreach efforts for the proposed service/activity/project. Stop Gang activity , obesity, mental health, and the use of vape pins has become an epidemic in the School District and City ! PERFORMANCE SCHEDULE. Prepare a Work Plan for implementation/completion of the services and activities. Identify activities and completion dates below. Activity Football/Cheer Football Playoffs Track & FIELD Completion Date 6/19/2024 10/17/2024 12/8/2024 2/12/2024 Baseball Camps OTHER SOURCES OF FUNDS. List all other funding sources that will be used to undertake the proposed project/program and status of each source. Source Name Fundraising Committed or Pending Pending Fund Amount ($) Current Status No Sure Pending Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 5 IV. PROPOSED PUBLIC SERVICE BUDGET Scope of work and use of CDBG funds must be directly related. The CDBG funds requested must be used to provide a direct benefit/service to low- or moderate -income residents of the City of Lynwood. Proof of income eligibility and current residence must be acquired from all recipients. Adequate documentation must also be provided by the Agency to support costs associated with the services provided. This includes such support as timesheets to demonstrate the amount of time spent on each service, cancelled checks to demonstrate payment, client intake forms to demonstrate who received the service and any other documentation deemed necessary to show a direct correlation between the service provided and the costs associated with them. Please use the following format to present your proposed line item budget: Column A: List the items for which you anticipate the need for CDBG Funds during FY 2023-24. Column B: Provide the projected request for CDBG funds. Column C: Provide the total of other funds to be used. Column D: List the name of the other funding source. Column E: List the total line budget. Please round your request to the nearest ten. Column A BUDGET ITEM Column B CDBG REQUEST ($) Column C OTHER SOURCES ($) Column D NAMES OF OTHER SOURCES Column E TOTAL BUDGET ($) Personnel* Personnel Total 1 Non -Personnel Rent/Lease Vans $5,000 Supplies $1,0000 Utilities $1,500 Equipment $17,000 Services Printing $500.00 Admission /Enrollment Other: Other: Other: Other: Other: Other: Non -Personnel Total TOTAL PROJECT BUDGET $25,000 *For personnel, complete the following CDBG-Funded Personnel Tables. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 6 CDBG-FUNDED PERSONNEL ❑ Check this box if CDBG funds will NOT be used to fund personnel. If CDBG funds will be used to fund personnel, complete the following tables, as appropriate. Only list personnel that will be paid with CDBG funds. AGENCY ADMINISTRATION Job Title Annual Salary ($) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) o Time Position is Dedicated to CDBG Activity (%) NO EMPLOYEES PROPOSED PROGRAM STAFF Job Title Annual Salary ($) Annual Benefits ($) Tota I Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) KEY PERSONNEL DUTIES. Provide a list of the duties of key personnel listed above. Job Title James Bisho President Eugene Jackson Vice President Duties Manage all affairs pertaining to daily operations, activities, records, fundraisers, and develop a community outreach program Assist president, oversee all Football operations, Scheduling, Field Rental, Permits, and Voulunteers. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 7 COST RATIONALE. If you consider it necessary, explain why your program/activity costs is reasonable. We consider our cost very reasonable compared to the surrounding city cost to participate in their program. We let 10 Lynwood residents participate for free depending on their low-income status. The market value for our camps and starts at 30k. We also have Professional Athletes that volunteer their time for our at -risk youth in The City Of Lynwood PROGRAM CHANGES. If you received CDBG funding last year, has there been an increase in service that you will provide during FY 2023-24? Explain why there is a new demand or an unmet need in the community for this service. We have added mental health seminars to our program for at -risk youth for free! This will be mandatory for parents and players to attend. IMPACT OF NO CDBG FUNDING. Describe the effect of partial or no CDBG funding on your project/activity. Our program would lose a lot of low-income at -risk youth, that wouldn't be able to afford the cost to participate. The CBDG funding lets us waive their payment! Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 8 V. CONFLICT OF INTEREST QUESTIONNAIRE Federal, State, and City law prohibits employees and public officials of the City of Lynwood from participating on behalf of the City in any transaction in which they have a financial interest. This questionnaire must be completed and submitted by each applicant for CDBG program funding. The purpose of this questionnaire is to determine if the applicant, or any of the applicant's staff, or any of the applicant's Board of Directors would be in conflict of interest. 1. Is there any member(s) of the applicant's staff or governing body who is or has been, within one year of the date of this questionnaire, (a) a City Employee or (b) a City Councilmember? ❑ Yes ®No If Yes, please list the names) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmember) City Department _ 2. Will the CDBG funds requested by the applicant be used to award a subcontract to any individual(s) or business affiliate(s) who is currently or has been, within one year of the date of this questionnaire, (a) a City Employee or Consultant or (b) a City Councilmember? ❑ Yes ® No If Yes, please list the name(s) and information requested below: Name of Person f Job Title Relationship (City Employee/Councilmember) City Department 3. Is there any member(s) of the applicant's staff or member(s) of the applicant's Board of Directors or other governing body who are business partners or family members of (a) a City Employee or (b) a City Councilmember? ❑ Yes ®No If Yes, please list the name(s) and information requested below: Name of Person Relationship (City Employee/ Councilmember) Tie (Family/Business) If Family, Indicate Relationship Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 9 VI. SIGNATURES Authorized Signature To the best of my knowledge, the information provided on this application is true, and I am authorized to submit this application on behalf of the applicant agency. ---AGme s FrCS;cleAYT- Print Name Title Signature Email: t_ ZoZy Date Authorized Signature I have read "Playing by the Rules: A Handbook for CDBG Subrecipients on Administrative Systems" with special attention to chapters two and five. \141es Gish Print Name Signature ?re ;cleor Title N I -Z°LS' Email: , nes. (3'6119 wtL $1 cow% Date Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 10 A` ORS® CERTIFICA TE OF LIABILITY INSURANCE DATE (MnVDD/Y VY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE H 05/04/2023 NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE C RTIFICATE HOLDER.CATE DOES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement's). rKUUucER 02 Sports Insurance 110 E Broward Blvd, Suite 1700 Fort Lauderdale, FL 33301 INSURED Snoop Youth Football League Foundation 1880 Century Park East, Suite 200 Los Angeles, CA 90067 COVERAGES - _ CERTIFICATE NUMBER: REVISION NU THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVEB OR•THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN 1S SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INaR' — pDDL SUER LTR . TYPE OF INSURANCE I INSD wys POLICY NUMBER POLICY EFF POLICY EXP T- 1 W — — — — - XICOMMERCIALGENERAL ►BILITY - SMM/OD/YYTYI IMMrpD/YYYY) LIMITS jCLAIMS -MADE OCCUR Al GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC OTHER CONTACT NAME; Kandace Kalin PHONE — ` _ — — — - _ _ _ 2,,, No, EXrt: 1-855-351-0202 WC, Nod: 1-855-984-2379 E-M AIL n�o2sportsinsurance.com _ _ T _— _ INSURERS) AFFORDING COVERAGE ! NAIC #_ _ INSURER A HDI Global Specialty SE — _ AA -1120822 INSURER 8: AXIS Insurance Company 37273 INSURER C : INSURER D : INSURER E : INSURER F : X A B AUTOMOBILE LIABILITY I ANY AUTO OWNED AUTOS ONLY XHIRED AUTOS ONLY X I EXCLUDING HAWAII �IUMBRELLA UAB X EXCESS LIAR DED RET£ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRI ETOR/PARTN E RJEXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory In NH) II yes. describe under DESCRIPTION OF OPERATIONS below Excess Accident Medical 18LB5127-53633 SCHEDULED AUTOS NON -OWNED AUTOS ONLY X: OCCUR _ CLAIMS•MAD)E NTION S YIN I I N/A 18L85127-53633 18EX3332-53633 05/01/2023 05/01/2024 12:00 AM 11:59 PM EACH OCCURRENCE DAMAGE TO RENTEt5 — PREMISES (Ea occurrer, col MED EXP (Any one person) - PERSONAL 8 ADV INJURY IGENERALAGGREGATE ,PRODUCTS • COMPIOP AGG PARTICIPANT LEGAL LIAB. $1,000,000 5100,000 55,000 $1,000,000, $5,000,000 $1.000,000 $1,000,000 COMBINED SINGLE LIMIT Ea atadenl� $1,000,000 05/01/2023 05/01/20241 BODILYINJURY(PerpenDn) 12:00 AM 11:59 PM BODILY INJURY (Per accident) PROPERTY DAMAGE N- jeer accident 1 05/01/2023 05/01/2024 EACH OCCURRENCE 12:00 AM 11:59 PM AGGREGATE SRPO-30000-4000-2175 PER OTH- STATJTE J ER EL EACH ACCIDENT EL DISEASE - EA EMPLOYEE EL. DISEASE - POLICY LIMIT 05/01/2023 05/01/2024 Benefit Maximum 12:00 AM 11:59 PM Deductible Per Claim $4,000,000 $4,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS, VEHICLES (ACORD 101, Additional Remarks Schedule, maybe attached if more space is required) The certificate holder is added as an additional insured, but only for liability caused, in whole or in part, by the acts or omissions of the named insured. Legal Liability to Participants (LLP) limit as a per occurrence limit. Claims by athletic participants are included. Association: Lynwood Junior Knights Sport(s): Football - Tackle (League and/or Club), Cheerleading - Competitive (League and/or Club) Sexual Abuse or Sexual Molestation Liability - $1,000,000 each incident (included above) / $2,000,000 aggregate (included above). CERTIFICATE HOLDER Lynwood Park 11330 Bullis Road Lynwood, CA 90262 5100,000 $250 CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) @ 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD 3:21 PM 07/28/23 Accrual Basis LYNWOOD ATHLETICS COMMUNITY SERVICES Profit & Loss June 2023 Ordinary Income/Expense Income Contributions Total Income Gross Profit Expense Data Management Supplies Total Expense Net Ordinary Income Net Income Jun 23 295.00 295.00 295.00 295.00 100.00 395.00 -100.00 -100.00 Page 1 CITY OF LYNWOOD - LYNWOOD SPORTS City of Lynwood Community Development Block Grant Public Service Application Request for Funding Fiscal Year 2024-25 DEADLINE Deadline for returning completed applications is 5:00 p.m., Thursday, February 8, 2024. Applications may be return via email to streio i'ynwoodca.c ov or through US Postal Service to the below address. Postmarks and late applications will not be accepted. Suzanne Trejo, Administrative Analyst II City of Lynwood Community Development Department 11330 Bullis Road, Lynwood, CA 90262 REQUIRED REVIEW Prior to submitting a proposal, it is required that you review "Playing by the Rules: A Handbook for CDBG Sub -recipients on Administrative Systems". Please pay special attention to chapters two and five. The handbook can be located at the following link: https//www hudexchange.info/resource/68%laying-by-the-rules-a-handbook-for-cdbq- subreci pients-on-administrative-systems/ REQUIRED DOCUMENTS Please submit the following information along with your completed application by the abovementioned deadline. ❑ Completed and Signed Application — Parts I -VI ❑ Articles of Incorporation ❑ Non -Profit Determination — 501(c)3 IRS Letter ❑ List of Board of Directors ❑ Organizational Chart ❑ Most Recent Audited Financials O Resumes of Key Administrators O Job Descriptions for Personnel/Positions Listed in Application O Most Recent Certificates of Insurances ❑ System for Award Management Report — www.sam.gov. Search and save as PDF. CONTACT If you have any questions regarding the City of Lynwood's Community Development Block Grant (CDBG) funded program, please contact: Contact: Suzanne Trejo, Administrative Analyst II Email: strejo@Iynwoodca.gov Phone: (310) 603-0220, Ext. 601 Application Period Opened from January 11, 2024 — February 8, 2024 (5:00 p.m.) I. APPLICANT AND PROJECT/ACTIVITY INFORMATION Legal Name of Organization/Agency Program/Activity Title Physical Address City, State, ZIP City of Lynwood, Recreation & Community Services Department, Sports Division Lynwood Sports 11301 Bullis Road Lynwood, CA 90262 Type of Organization • Non -Profit Government • For -Profit Tax ID DUNS Number Name of Workers' Compensation Insurance (Government exempt) Coverage Amount Expiration Date Name of General Liability and Property Damage Insurance (Government exempt) Coverage Amount Expiration Date Name of Applicant Contact Oliver Merchant Title _ Recreation Coordinator Mailing Address 11301 Bullis Road City, State, ZIP Lynwood, CA 90262 Email omerchant@lynwoodca.gov Phone (310) 886-0426 Fax Oliver Merchant Amount of CDBG Funds Received in FY 2023-24 from Lynwood ($) Amount of CDBG Funds Requested for FY 2024-25 ($) Approximate Total Number of Unduplicated Beneficiaries (Persons or Households) to be Served $8,000 $20,500 500 Type of Beneficiary Groups that the Program/Activity will Serve (Check all that apply) ® Persons Youth D Adults ❑ Seniors ❑ Homeless Persons ❑ Disabled Persons 0 Battered Spouses ❑ Households ❑ Abused/Neglected Children ❑ Households ❑ Community ❑ Housing Units 0 Public Facilities 0 Businesses Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 2 II. CDBG ELIGIBILITY CDBG Eligible Activity Categories Please choose the CDBG Eligible Activity Category for your proposed project. CDBG National Objective Compliance Your proposed project/activity must meet at least one of HUD's CDBG National Objectives. Please check all that apply to your proposal. ® Public Service. Improves community public services and facilities, including but not limited to those concerned with employment, fair housing and homeownership, homelessness, crime prevention, child care, health, drug abuse, education or recreational needs. ❑ Public Facilities/Improvements ❑ Housing/Special Activities by Subrecipients ❑ Economic Development ❑ Acquisition and/or rehabilitation of real property ❑ Other. • Benefits Low and Moderate Income (LMI) Individuals/Households. 0 Addresses the prevention or elimination of slums or blight. Meetings National Objectives Check all statements that describe how your proposed project/activity meets one of the National Objectives above: ® Low/Moderate Area Benefit — The project serves only a limited area which is proven by current Census data or survey to be a low-income area. By choosing this category you must be able to prove your project/activity primarily benefits low/moderate income households. NI Low/Moderate Limited Clientele — The project/activity benefits a specific group of people (rather than all areas in a particular area), at least 51% of whom are low/moderate income persons. Income verification for clients must be provided for this category. The following groups are presumed to be low/moderate: abused children, elderly persons (62 or older), battered spouses, homeless persons, adults meeting the Census definition of severely disabled, illiterate adults, persons living with AIDS and migrant farm workers. 0 Slum or Blight on an Area Basis — Area basis activities must be within an officially designated area as defined under State or local law, and addresses one or more of the conditions that contributed to the deterioration of the area. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 3 III. PROJECT NARRATIVE (If more space is needed for any section, please attach on separate sheet.) PROJECT/PROGRAM DESCRIPTION. Briefly describe the proposed service/activity/project to be carried out with the funds requested. The proposed Lynwood Recreational Sports Program (LRSP) will be provided at little or no cost to the youth participants and will operate at Lynwood City Park, Yvonne Burke -John D. Ham Park, and the Henning Youth Center. The program will expose participants' ages seven years old to six -teen years old to traditional sports from, baseball, flag football, basketball, futsal soccer, volleyball. The LRSP would like to introduce Player Development Clinics this year to engage the youth prior to entering a LRSP sports league. The LRSP will operate twice a week from 4:00 p.m. to 9:00 p.m. and possibly 9am-lpm on Saturdays. The plan is to offer these sports clinics to not just Lynwood Youth, but open to all youth from the surrounding neighborhoods. The instructors will be responsible for teaching basic sports fundamentals and developing teamwork and sportsmanship. The Recreation Facility & Program Supervisor will oversee the administration, public relations, and personnel functions. Our goal is to .provide the participants with basic fundamentals of each sport in a fun and safe environment. COMMUNITY NEED. Does your proposed project/activity address an identified gap in service or current need in the community? Document the need for the project/program. It is our main goal as the LRSP to provide and to promote a healthy, safe, and fun environment and activities that will be more attractive than delinquent activity. The City of Lynwood, like many inner-city communities faces the challenge of a large number of youths not completing high school, much less going on to college. One of the most predominant and profound reasons for this fact is that children who have fallen behind do not receive the kind of support at the elementary and middle school levels that would improve their skills, confidence, self-esteem; essential factors to the development stages of children. Adult guidance and recreational support provided by our program is increasingly not available at most homes because of dual working parents. This program provides this support in a safe and structured environment during critical latchkey hours. Our program participants are made aware that there are a variety of fun and challenging extracurricular activities available to them. In addition, it is important to have the participants gain confidence and acquire skills in basic sports fundamentals in order to successfully transition in to a full -on sports league. BENEFIT. Discuss how the project/program provides benefit to low-income persons. The City of Lynwood is categorized as a low -to -moderate income community. More than 25% of Lynwood citizens live below the level of poverty with one of the highest unemployment rates in the Los Angeles County. For many Lynwood families cost and lack of youth programs and service in their community are a major issue, so offering the LRSP at the two largest parks in the city will give them a safe, affordable, local alternative to seeking sports outside of the Lynwood area. The program will serve as an essential source of support for Lynwood families who lack the resources to provide their children with extracurricular programs to engage them in positive group sport activities. COLLABORATION. Has your organization/agency developed this project in collaboration with other groups/organizations? If so, please list the groups/organizations and describe their roles in this project. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 4 THE LRSP has partnered with NFL Flag Football to offer a low-cost program to the youth in the community. Having these "name -brand" partnerships allow the LRSP to reach a larger part of the community that may want to participate with the added support and tools offered by the NFL Flag Football partnership. It is the LRSP intent to continue to seek these valuable partnerships to enhance the experience of the participants and family members. SIMILAR RESOURCES. Is a similar service provided by another agency/organization? If so, how will your program/activity differ? There are other non-profit organizations that offer organized competitive sports within the city, but our proposed program differs from these. The LRSP will offer multiple sport clinics during the year to complement the current LRSP leagues. The clinics will focus on participants who have not been exposed to sports. OUTREACH. Discuss outreach efforts for the proposed service/activity/project. The LRSP would send via e-mail upcoming programs/flyers through the Recreation Department's registration software (League Apps) to all participants in the database. Staff will also advertise the programs on the city's social media platforms which a majority of residents follow. The LRSP would also be advertised in the City of Lynwood's monthly newsletter, which is an important source of information for Lynwood residents The newsletter highlights upcoming citywide events, informative topics, recreational activities and programs and is mailed to every household and business in the city. Staff also does outreach to local schools and churches and attend school assemblies and PTA meetings in an attempt to recruit youth to participate in the program. Through our partnerships, we are also able to use secondary databases to outreach interested participants and families. PERFORMANCE SCHEDULE. Prepare a Work Plan for implementation/completion of the services and activities. Identify activities and completion dates below. Activity Program Recruitment Seasonal Recreational Sports Completion Date On going On going OTHER SOURCES OF FUNDS. List all other funding sources that will be used to undertake the proposed project/program and status of each source. Source Name Committed or Pending Committed Fund Amount ($) Current Status GF- Sports Division Budget 862,865 Approved Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 5 IV. PROPOSED PUBLIC SERVICE BUDGET Scope of work and use of CDBG funds must be directly related. The CDBG funds requested must be used to provide a direct benefit/service to low- or moderate -income residents of the City of Lynwood. Proof of income eligibility and current residence must be acquired from all recipients. Adequate documentation must also be provided by the Agency to support costs associated with the services provided. This includes such support as timesheets to demonstrate the amount of time spent on each service, cancelled checks to demonstrate payment, client intake forms to demonstrate who received the service and any other documentation deemed necessary to show a direct correlation between the service provided and the costs associated with them. Please use the following format to present your proposed line item budget: Column A: List the items for which you anticipate the need for CDBG Funds during FY 2024-25. Column B: Provide the projected request for CDBG funds. Column C: Provide the total of other funds to be used. Column D: List the name of the other funding source. Column E: List the total line budget. Please round your request to the nearest ten. Column A BUDGET ITEM Column B CDBG REQUEST ($) Column C OTHER SOURCES ($) Column D NAMES OF OTHER SOURCES Column E TOTAL BUDGET ($) Personnel* Recreation Sports Coordinator ($5,648 x 12mo.) $67,776 f City Funds $67,776 Recreation Leader III (1)- 800 hrs.(20 hrs. per wk @ $20.02/hr. $19,019 City Funds $19,019 Recreation Leader 1 (4) — 700 hrs. (17.5 hrs. per wk ea.@ $17.86/hr. $50,008 City Funds $50,008 Personnel Total $0 $136,803 $136,803 Non -Personnel Rent/Lease City Funds Supplies $6,000 City Funds $6,000 Utilities Equipment $5,000 City Funds $5,000 Services $8,000 City Funds $4,000 Printing $1,500 City Funds $1,500 Admission/Enrollment Other: Other: Other: Other: Other: Other: Non -Personnel Total $20,500 $20,500 _ TOTAL PROJECT BUDGET $20,500 $136,803 _ $157,303 *For personnel, complete the following CDBG-Funded Personnel Tables. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 6 CDBG-FUNDED PERSONNEL Check this box if CDBG funds will NOT be used to fund personnel. If CDBG funds will be used to fund personnel, complete the following tables, as appropriate. Only list personnel that will be paid with CDBG funds. AGENCY ADMINISTRATION Job Title Annual Salary ($) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) Job Title Annual Salary ($) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) KEY PERSONNEL DUTIES. Provide a list of the duties of key personnel listed above. Job Title Recreation Sports Coordinator Recreation Specialist Recreation Leader Instructor Duties Administrative functions work schedules for staff, manages program budget, handles communications both internal and external. Develops procedures and clinic format for the Lynwood Park &Yvonne Burke — John D. Ham Park sport sites. Responsible for activity planning and equipment inventory. They assist Recreation Leaders and Instructors with implementation of program. Implement day to day activities at the sports sites including setting up equipment, ensuring site is secured and safe to play on and maintain records of clinic oarticioation Implement program curriculum and teach participants various sport fundamentals Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 7 COST RATIONALE. If you consider it necessary, explain why your program/activity costs is reasonable. As a government agency, our programs are not for profit. All of our youth programs are offered at zero to low cost so that they are accessible to large portions of the Lynwood residency. PROGRAM CHANGES. If you received CDBG funding last year, has there been an increase in service that you will provide during FY 2024-25? Explain why there is a new demand or an unmet need in the community for this service. Programming will be increasing for fiscal yr. 2024-2025. As the LRSP has grown this last year, there is a need to engage those kids that have not played sports due to financial hardships and lack of exposure. Offering these clinics to the community can lead to an easier transition to the LRSP. IMPACT OF NO CDBG FUNDING. Describe the effect of partial or no CDBG funding on your project/activity. Receipt of CDBG funding at less than requested amount will have a significant negative impact on the ability of the Department to offer year-round sports camps and clinics where youth can experience, play and learn many different sports to find the ones they truly love and enjoy . Financial barriers often restrict sports participation among children from low -income families. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 8 V. CONFLICT OF INTEREST QUESTIONNAIRE Federal, State, and City law prohibits employees and public officials of the City of Lynwood from participating on behalf of the City in any transaction in which they have a financial interest. This questionnaire must be completed and submitted by each applicant for CDBG program funding. The purpose of this questionnaire is to determine if the applicant, or any of the applicant's staff, or any of the applicant's Board of Directors would be in conflict of interest. 1. Is there any member(s) of the applicant's staff or governing body who is or has been, within one year of the date of this questionnaire, (a) a City Employee or (b) a City Councilmember? lYes 0 N If Yes lease list the names) and information requested below: ,p Name of Person Job Title Relationship (City Employee/Councilmember) City Department Oliver Merchant Recreation Sports Coordinator City Employee Recreation & Community Services 2. Will the CDBG funds requested by the applicant be used to award a subcontract to any individual(s) or business affiliate(s) who is currently or has been, within one year of the date of this questionnaire, (a) a City Employee or Consultant or (b) a City Councilmember? ❑ Yes ®No If Yes, please list the name(s) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmember) City Department 3. Is there any member(s) of the applicant's staff or member(s) of the applicant's Board of Directors or other governing body who are business partners or family members of (a) a City Employee or (b) a City Councilmember? ❑ Yes -� No If Yes, please list the name(s) and information requested below: Name of Person Relationship (City Employee/ Councilmember) Tie (Family/Business) Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block GrantslEntitlement Grants If Family, Indicate Relationship 9 VI. SIGNATURES Authorized Signature To the best of my knowledge, the information provided on this application is true, and I am authorized to submit this application on behalf of the applicant agency. Mark Flores Print Name Director, Recreation and Community Services Title J Signature Date Email: mflores@lynwooca.g Authorized Signature I have read "Playing by the Rules: A Handbook for CDBG Subrecipients on Administrative Systems" with special attention to chapters two and five. Oliver Merchant Print Name Recreation Coordinator Title 2/812 Signature Date Email: omerchant@lynwoodca.gov Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 10 CITY OF LYNWOOD - LYNWOOD SENIOR CENTER City of Lynwood Community Development Block Grant Public Service Application Request for Funding Fiscal Year 2024-2025 DEADLINE Deadline for returning completed applications is 5:00 p.m., Thursday, February 8, 2024. Applications may be return via email to streioalynwoodca.gov or through US Postal Service to the below address. Postmarks and late applications will not be accepted. Suzanne Trejo, Administrative Analyst II City of Lynwood Community Development Department 11330 Bullis Road, Lynwood, CA 90262 REQUIRED REVIEW Prior to submitting a proposal, it is required that you review "Playing by the Rules: A Handbook for CDBG Sub -recipients on Administrative Systems". Please pay special attention to chapters two and five. .The handbook can be located at the following link: https://www. hudexchange. info/resource/687/plavin:i-by-the-rules-a-hand book-for-cdbq- subrecipients-on-administrative-systems/ REQUIRED DOCUMENTS Please submit the following information along with your completed application by the abovementioned deadline. ❑ Completed and Signed Application — Paris I -VI ❑ Articles of Incorporation O Non -Profit Determination — 501(c)3 IRS Letter O List of Board of Directors O Organizational Chart O Most Recent Audited Financials ❑ Resumes of Key Administrators ❑ Job Descriptions for Personnel/Positions Listed in Application ❑ Most Recent Certificates of Insurances ❑ System for Award Management Report — www.sam.:iov. Search and save as PDF. CONTACT. If you have any questions regarding the City of Lynwood's Community Development Block Grant (CDBG) funded program, please contact: Contact: Suzanne Trejo, Administrative Analyst 11 Email: strejo@lynwoodca.gov Phone: (310) 603-0220, Ext. 601 Application Period Opened from January 11, 2024 — February 8, 2024 (5:00 p.m.) 1. APPLICANT AND PROJECT/ACTIVITY INFORMATION Legal Name of Organization/Agency City of Lynwood Program/Activity Title Lynwood Senior Center Physical Address 11329 Ernestine Ave. City, State, ZIP Lynwood Ca 90262 Type of Organization • Non -Profit ►+ Government ❑ For -Profit Tax ID DUNS Number Name of Workers' Compensation Insurance (Government exempt) Coverage Amount Expiration Date Name of General Liability and Property Damage Insurance (Government exempt) Coverage Amount Expiration Date Name of Applicant Contact Rozie Carrillo Title Recreation Superintendent 11 Mailing Address 11329 Ernestine Ave. City, State, ZIP Lynwood Ca 90262 Email rcarrillo@lynwoodca.gov Phone (310) 886-0425 Fax Amount of CDBG Funds Received in FY 2023-24 from Lynwood ($) $39,565.00 Amount of CDBG Funds Requested for FY 2024-25 ($) $93,881.17 Approximate Total Number of Unduplicated Beneficiaries (Persons or Households) to be Served 100 Type of Beneficiary ❑ Persons ❑ Households Groups that the Program/Activity will Serve (Check all that apply) ■ Youth 0 Abused/Neglected Children 0 Households 0 Community 0 Housing Units 0 Public Facilities 0 Businesses 0 Adults 0 Seniors ❑ Homeless Persons ►Z� Disabled Persons 0 Battered Spouses Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 2 II. `CDBG ELIGIBILITY CDBG Eligible Activity Categories Please choose the CDBG Eligible Activity Category for your proposed project. CDBG National Objective Compliance Your proposed project/activity must meet at least one of HUD's CDBG National Objectives. Please check all that apply to your proposal. ® Public Service. Improves community public services and facilities, including but not limited to those concerned with employment, fair housing and homeownership, homelessness, crime prevention, child care, health, drug abuse, education or recreational needs. ❑ Public Facilities/Improvements ❑ Housing/Special Activities by Subrecipients 0 Economic Development ❑ Acquisition and/or rehabilitation of real property ❑ Other. ® Benefits Low and Moderate Income (LMI) Individuals/Households. 0 Addresses the prevention or elimination of slums or blight. Meetings National Objectives Check all statements that describe how your proposed project/activity meets one of the National Objectives above: ® Low/Moderate Area Benefit — The project serves only a limited area which is proven by current Census data or survey to be a low-income area. By choosing this category you must be able to prove your project/activity primarily benefits low/moderate income households. M Low/Moderate Limited Clientele — The project/activity benefits a specific group of people (rather than all areas in a particular area), at least 51% of whom are low/moderate income persons. Income verification for clients must be provided for this category. The following groups are presumed to be low/moderate: abused children, elderly persons (62 or older), battered spouses, homeless persons, adults meeting the Census definition of severely disabled, illiterate adults, persons living with AIDS and migrant farm workers. 0 Slum or Blight on an Area Basis — Area basis activities must be within an officially designated area as defined under State or local law, and addresses one or more of the conditions that contributed to the deterioration of the area. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 3 III. PROJECT NARRATIVE (If more space is needed for any section, please attach on separate sheet.) PROJECT/PROGRAM DESCRIPTION. Briefly describe the proposed service/activity/project to be carried out with the funds requested. Requesting funding for the provision of meals for low-income, homebound seniors within the City and to maintain staff positions to assist seniors at the Lynwood Senior Citizen Center Monday through Friday from 8:00a.m. through 12:oopm and 12:00pm through 4:oopm. The purpose of this program is to serve 100 seniors during this program year. Grant funds will be used to help maintain current staff positions to provide referral to social services, transportation, meals and to help seniors with any challenges/requests they may have during their visit to the center. COMMUNITY NEED. Does your proposed project/activity address an identified gap in service or current need in the community? Document the need for the project/program. With over 5,900 residents over the age of 55 years old, the Lynwood Senior Center is the only full- service recreational facility for active seniors in Lynwood. Seniors enjoy social events, meetings via zoom, exercise classes and have staff available to assist with any referrals that they may need. BENEFIT. Discuss how the project/program provides benefit to low-income persons. As a low to moderate -income community, the program offered at the center have been affordable and accessible to all seniors that would want to participate. The staff support that is provided to the seniors through the center which is afforded by the CDBG funds would benefit seniors by providing staff support to serve the seniors who participate in the programming more effectively with senior programs and activities which would not be feasible otherwise. The program and activities offered to seniors at the center, which by their very nature, will serve as an alternative or support system to keep participants active, socializing and eating healthy. COLLABORATION. Has your organization/agency developed this project in collaboration with other groups/organizations? If so, please list the groups/organizations and describe their roles in this project. The City of Lynwood, in partnership with RSVP funded by All Peoples Christian Center, provide stipend to retired seniors who volunteer their time. The Lynwood Unified School District Adult School also pays an instructor to provide exercise, conversational Spanish, ESL and computer classes at the center. Additionally, the center management staff work with senior -oriented health service providers, such as Alta Me, LA Care and St. Francis to offer senior -specific programming and education workshops at the center. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 4 SIMILAR RESOURCES. Is a similar service provided by another agency/organization? If so, how will your program/activity differ? The City of Lynwood is the only full -service recreational center available to Senior Citizens in Lynwood. OUTREACH. Discuss outreach efforts for the proposed service/activity/project. The Senior Center promotes its programs throughout the surrounding cities via emails, senior facilities, hospitals and businesses. PERFORMANCE SCHEDULE. Prepare a Work Plan for implementation/completion of the services and activities. Identify activities and completion dates below. Activity Senior Program and Services Lunch and Meals Program and Activities Completion Date 6/30/25 6/30/25 OTHER SOURCES OF FUNDS. List all other funding sources that will be used to undertake the proposed project/program and status of each source. Source Name Divisional Budget Committed or Pending Pending Fund Amount ($) $281,642.94 Current Status City Budget FY2024/2025 Prop A Pending $18,000.00 TBA 2025 Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 5 IV. PROPOSED PUBLIC SERVICE BUDGET Scope of work and use of CDBG funds must be directly related. The CDBG funds requested must be used to provide a direct benefit/service to low- or moderate -income residents of the City of Lynwood. Proof of income eligibility and current residence must be acquired from all recipients. Adequate documentation must also be provided by the Agency to support costs associated with the services provided. This includes such support as timesheets to demonstrate the amount of time spent on each service, cancelled checks to demonstrate payment, client intake forms to demonstrate who received the service and any other documentation deemed necessary to show a direct correlation between the service provided and the costs associated with them. Please use the following format to present your proposed line item budget: Column A: Column B: Column C: Column D: Column E: List the items for which you anticipate the need for CDBG Funds during FY 2023-24. Provide the projected request for CDBG funds. Provide the total of other funds to be used. List the name of the other funding source. List the total line budget. Please round your request to the nearest ten. Column A BUDGET ITEM Column B CDBG REQUEST ($) Column C OTHER SOURCES ($) Column D NAMES OF OTHER SOURCES Column E TOTAL BUDGET ($) Personnel* Recreation Superintendent 11 $8,591.56 $163,239.68 City Fund $171,831.24 Recreation Coordinator $5,190.14 $103,802.81 City Fund $103,802.81 Recreation Leader III(2x) $55,100.00 0 $55,100.00 Personnel Total $68,881.70 $267,042.49 $330,734.05 Non -Personnel Rent/Lease Supplies $3,200.00 City Fund $3,200.00 Utilities $24,600.00 City Fund $24,600.00 Equipment Services Printing Admission/Enrollment Other: Meals 25,000.00 25,00.00 City Fund $50,000.00 Other: Transportation $209,000.00 City Fund $209,000.00 Other: Other: Other: _ Other: Non -Personnel Total 0 $261,800.00 $286,000.00 TOTAL PROJECT BUDGET $93,881.17 $528,842.49 $617,534.05 *For personnel, complete the following CDBG-Funded Personnel Tables. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 6 CDBG-FUNDED PERSONNEL 0 Check this box if CDBG funds will NOT be used to fund personnel. If CDBG funds will be used to fund personnel, complete the following tables, as appropriate. Only list personnel that will be paid with CDBG funds. /1lJ LIYI.I !l✓Ivll�✓ Job Title r� .v.� Annual Salary ($) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) Recreation Superintendent II $106,068.700 $64,075.81 $65,762.94 $171,831.24 $16,252.00 5% Recreation Coordinator $39,727.00 $103,802.81 $10,250.71 5% I- 1\V, V✓L✓ 1 Lvv..r•... Job Title v.... . Annual Salary ($) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity _(%) Recreation Leader 111 $23,750.00 $3,800.0 $43,912.96 $27,550.00 100% Recreation Leaded!! $23,750.00 $3,800.00 $43,912.96 $27,550.00 100% 950 hrs@$25.00 _ r KEY PERSONNEL DUTIES. Provide a list of the duties of key personnel listed above. Job Title Duties Is responsible for the administration function (set schedule for staff, manage program budget, handles communication both internal and external, develops procedures and rules for program) of the Senior Center. Is responsible for activity planning and develops fliers, brochures, monthly newsletter that is distributed to seniors. Also assist with customer service, meal delivery program and coordinator of special events. Recreation Superintendent I I Recreation Coordinator Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 7 Recreation Leader III Is tasked with front desk coverage, provide customer service, answers phone calls, makes wellness checks phone calls and assist with any taxi program registration. They also assist seniors with any problems joining any zoom activities Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 8 COST RATIONALE. If you consider it necessary, explain why your program/activity costs is reasonable. As a government agency, our programs are not for profit ventures. Programming is offered at zero to low cost so that they are accessible to all local seniors, most of our senior participants are living on restricted incomes. PROGRAM CHANGES. If you received CDBG funding last year, has there been an increase in service that you will provide during FY 2024/2025? Explain why there is a new demand or an unmet need in the community for this service. - With the funding the Senior Center received last year we were able to pay for the operating cost of the staff to create new virtual physical activities, daily wellness phones calls, conference calls and delivery of meals. Without this funding, programming would be interrupted along with food deliveries. The number of seniors participating specifically in our meals program has increased by approximately 30 seniors. IMPACT OF NO CDBG FUNDING. Describe the effect of partial or no CDBG funding on your project/activity. This project has been consistently funded through CDBG program beginning in FY 2007/2008 through 2023/2024. The funds support the center staff and allows the center to provide support services for seniors. We anticipate that senior program and services will serve approximately 100 seniors and the funds will allow the City to offer virtual workshops on topics of interest. CDBG funds pay the wage and benefits cost of the part time staff directly responsible for programming and services. If these funds would be decreased or not funded senior services, meal delivery and senior outreach would be affected. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 9 V. CONFLICT OF INTEREST QUESTIONNAIRE Federal, State, and City law prohibits employees and public officials of the City of Lynwood from participating on behalf of the City in any transaction in which they have a financial interest. This questionnaire must be completed and submitted by each applicant for CDBG program funding. The purpose of this questionnaire is to determine if the applicant, or any of the applicant's staff, or any of the applicant's Board of Directors would be in conflict of interest. 1. Is there any member(s) of the applicant's staff or governing body who is or has been, within one year of the date of this questionnaire, (a) a City Employee or (b) a City Councilmember? ®Yes 0 N If Yes, please list the name(s) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmember) City Department Rosalia Carrillo Recreation Superintendent II City Employee Recreation Ilu Johnson Recreation Coordinator City Employee Recreation 2. Will the CDBG funds requested by the applicant be used to award a subcontract to any individual(s) or business affiliate(s) who is currently or has been, within one year of the date of this questionnaire, (a) a City Employee or Consultant or (b) a City Councilmember? ❑ Yes ❑ No If Yes, please list the name(s) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmember) City Department 3. Is there any member(s) of the applicant's staff or member(s) of the applicant's Board of Directors or other governing body who are business partners or family members of (a) a City Employee or (b) a City Councilmember? ❑ Yes ❑ No If Yes, please list the name(s) and information requested below: Name of Person Relationship (City Employee/ Councilmember) Tie (Family/Business) If Family, Indicate Relationship Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 10 Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 11 VI. SIGNATURES Authorized Signature To the best of my knowledge, the information provided on this application is true, and I am authorized to submit this application on behalf of the applicant agency. Email: Authorized Signature I have read "Playing by the Rules: A Handbook for CDBG Subrecipients on Administrative Systems" with special attention to chapters two and five. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 12 THE HARMONY PROJECT City of Lynwood Community Development Block Grant Public Service Application Request for Funding Fiscal Year 2024-25 DEADLINE Deadline for returning completed applications is 5:00 p.m., Thursday, February 8, 2024. Applications may be return via email to strejo@lynwoodca.gov or through US Postal Service to the below address. Postmarks and late applications will not be accepted. Suzanne Trejo, Administrative Analyst II City of Lynwood Community Development Department 11330 Bullis Road, Lynwood, CA 90262 REQUIRED REVIEW Prior to submitting a proposal, it is required that you review "Playing by the Rules: A Handbook for CDBG Sub -recipients on Administrative Systems". Please pay special attention to chapters two and five. The handbook can be located at the following link: httr s://www.hudexchanwe.info/resource/687/pla}ling-by-the-rules-a-handbook-for-cd - subrecipients-on-administrative-systems/ REQUIRED DOCUMENTS Please submit the following information along with your completed application by the abovementioned deadline. Completed and Signed Application — Parts I -VI ® Articles of Incorporation ® Non -Profit Determination — 501(c)3 IRS Letter List of Board of Directors Organizational Chart Most Recent Audited Financials Resumes of Key Administrators ® Job Descriptions for Personnel/Positions Listed in Application ® Most Recent Certificates of Insurances M System for Award Management Report — www.sam.i:iov. Search and save as PDF. CONTACT If you have any questions regarding the City of Lynwood's Community Development Block Grant (CDBG) funded program, please contact: Contact: Suzanne Trejo, Administrative Analyst II Email: strejo@lynwoodca.gov Phone: (310) 603-0220, Ext. 601 Application Period Opened from January 11, 2024 — February 8, 2024 (5:00 p.m.) I. APPLICANT AND PROJECT/ACTIVITY INFORMATION Legal Name of Organization/Agency Program/Activity Title Physical Address City, State, ZIP The Harmony Project The Harmony Project 2410 Beverly Boulevard Los Angeles, California, 90057 Type of Organization ® Non -Profit ❑ Government ❑ For -Profit Tax ID 95-4856236 DUNS Number 1957484590000 Name of Workers' Compensation Insurance (Government exempt) Arthur J. Gallagher & Co. Coverage Amount $1,000,000 Expiration Date 12/17/2024 Name of General Liability and Property Damage Insurance (Government exempt) Arthur J. Gallagher & Co. Coverage Amount $3,000,000 Expiration Date 12/17/2024 Name of Applicant Contact Sam Vasquez Title Senior Grant Writer Mailing Address 325 N. Larchmont Boulevard, #604 City, State, ZIP Los Angeles, California, 90004 Email sam@harmony-project.org Phone (949) 614-6246 Fax (323) 462-4367 Amount of CDBG Funds Received in FY 2023-24 from Lynwood ($) Amount of CDBG Funds Requested for FY 2024-25 ($) Approximate Total Number of Unduplicated Beneficiaries (Persons or Households) to be Served $10,000 $10,000 50 Type of Beneficiary Groups that the Program/Activity will Serve (Check all that apply) ® Persons ❑ Households ® Youth ❑ Adults ❑ Seniors ❑ Homeless Persons 0 Disabled Persons ❑ Battered Spouses ❑ Abused/Neglected Children ❑ Households ❑ Community ❑ Housing Units ❑ Public Facilities ❑ Businesses Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 2 II. CDBG ELIGIBILITY CDBG Eligible Activity Categories Please choose the CDBG Eligible Activity Category for your proposed project. ❑ Public Service. Improves community public services and facilities, including but not limited to those concerned with employment, fair housing and homeownership, homelessness, crime prevention, child care, health, drug abuse, education or recreational needs. ❑ Public Facilities/Improvements ❑ Housing/Special Activities by Subrecipients ❑ Economic Development ❑ Acquisition and/or rehabilitation of real property ® Other. CDBG National Objective Compliance Your proposed project/activity must meet at least one of HUD's CDBG National Objectives. Please check all that apply to your proposal. Benefits Low and Moderate Income (LMI) Individuals/Households. 0 Addresses the prevention or elimination of slums or blight. Meetings National Objectives Check all statements that describe how your proposed project/activity meets one of the National Objectives above: ❑ Low/Moderate Area Benefit —The project serves only a limited area which is proven by current Census data or survey to be a low-income area. By choosing this category you must be able to prove your project/activity primarily benefits low/moderate income households. ® Low/Moderate Limited Clientele — The project/activity benefits a specific group of people (rather than all areas in a particular area), at least 51% of whom are low/moderate income persons. Income verification for clients must be provided for this category. The following groups are presumed to be low/moderate: abused children, elderly persons (62 or older), battered spouses, homeless persons, adults meeting the Census definition of severely disabled, illiterate adults, persons living with AIDS and migrant farm workers. ❑ Slum or Blight on an Area Basis — Area basis activities must be within an officially designated area as defined under State or local law, and addresses one or more of the conditions that contributed to the deterioration of the area. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 3 III. PROJECT NARRATIVE (If more space is needed for any section, please attach on separate sheet.) PROJECT/PROGRAM DESCRIPTION. Briefly describe the proposed service/activity/project to be carried out with the funds requested. Founded in 2001, Harmony Project's mission is to harness the transformative power of music to increase access to higher education for underserved students by removing the systemic barriers to achievement through academic and social support. Our organization implements tuition -free music education that prioritizes each student's academic success and socioemotional development. We believe that combining rigorous music instruction with a robust social support network empowers participants to become creative thinkers and confident learners capable of realizing their full potential. Our holistic approach helps to reinforce and enhance essential 21st Century skills (creativity, collaboration, communication, etc.), while also inspiring program participants to complete high school and pursue a postsecondary education. Harmony Project respectfully requests CDBG Public Service funding that will be used towards the implementation of tuition -free music education programming that engages low-income youth residing within the City of Lynwood. Participating students will receive a minimum of four hours per week of music instruction that will occur after school and on Saturdays. Each of the following program elements is integral to the effectiveness of our overall approach and will be carried out in person over the course of the 2024-2025 academic year. Harmony Project will initiate strategic planning and recruitment efforts prior to the start of the academic year. Our organization will launch programming at Lynwood Elementary school in September 2024 and will continue over the course of two consecutive semesters (30 weeks total). We will also engage enrolled students in bi-weekly group classes (clarinet, flute, trumpet, etc.) and band/orchestra participation. In addition, a separate cohort of elementary students will engage in 16 weeks of introductory -level musicianship programming. Harmony Project's music curriculum is designed to engage students of all ages and skill levels. Students first learn the fundamentals of music (rhythm, note reading, singing, etc.) via our musicianship classes. Upon completion, each child receives a musical instrument and enrolls in an instrumental group class that meets twice weekly (1 hour per class), which is led by a professional teaching artist (refer to attached job description). For as long as a student remains in the program, they will be provided with a musical instrument to take home and use as their own. For sized instruments, new instruments are provided as students outgrow smaller models. Furthermore, students will perform alongside their peers in music ensembles (band/orchestra). Ensemble rehearsals will take place on Saturdays for a period of two hours. Recitals will be held at the end of each semester to showcase student progress. Other concerts will take place throughout the year and in conjunction with other community -organized events. Program participants will be assessed by teaching artists both on their musical progress and socioemotional development at the end of each semester. Harmony Project organizes field trips and other enrichment opportunities for students, including a concert at the Hollywood Bowl in the Summer of 2025 (transportation included). We also offer students and their family members free tickets to the Los Angeles Chamber Orchestra, LA Opera, Los Angeles Philharmonic, and USC Symphony. Lastly, our Community and Relational Engagement Department (CARE) is an ongoing resource to our music learning community, providing crisis response, educational workshops, one-on-one case management, and referrals to outside services. Musical excellence remains the standard that drives our curriculum and program structure, but Harmony Project's ultimate goal is to nurture the development of the students we serve through high school graduation and into college. They also develop essential life skills such as creativity, critical thinking, and self-confidence by studying and performing music. Our organization sets high expectations for each of our students and supports them with the resources and services they need to thrive in the classroom and beyond. COMMUNITY NEED. Does your proposed project/activity address an identified gap in service or current need in the community? Document the need for the project/program. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block GrantslEntitlement Grants 4 There is currently a scarcity of arts and music -related programming that significantly impacts the academic and socioemotional development of students. According to the University of Chicago's Consortium on School Research, there is significant evidence linking social emotional skills and students' academic behaviors to increased academic performance and other positive life outcomes like higher educational attainment and socioeconomic success (Balart, Oosterven, and Webbink, 2017; Heckman, 2008; Lleras, 2008). Another study found that students without arts credits in high school were five times more likely not to graduate (Catterall, 2012). Between 2011-2013, Harmony Project partnered with Northwestern University to research the neurological developments associated with long-term music learning, including tracking neural responses to speech and brain measures linked to literacy. The three-year study concluded that our program participants became better listeners and readers due to their ability to isolate sound and focus within an otherwise noisy classroom environment. Lead Researcher Nina Kraus stated, "We are finding that musical training can alter the nervous system to create a better learner and help offset [the] academic gap...if [music] is an ongoing part of children's education it can have a major impact on their lives of listening and learning." BENEFIT. Discuss how the project/program provides benefit to low-income persons. "Harmony Project has not only gifted me with the invaluable skill of being a musician, but it has also enabled me to alter my view of the world, my community, and my abilities. Being a musician is not just about learning to play an instrument, it is about dedication, hard work, discipline, and endurance," said Jamaiya, a former Harmony Project alumnus. Unlike traditional music education nonprofits, Harmony Project's growing catalog of programs extends beyond teaching students how to play an instrument. We view music as a universal language that not only connects individuals and communities to one another, but also can be utilized as a vehicle for creative expression, self -reflection, and personal growth. Further setting us apart is our unwillingness to colonize and/or overtake existing community movements. Our organization instead seeks to develop unique solutions that directly engage and activate existing artists and cultural practitioners, while also laying the foundation for sustained collaboration and innovation within the communities we serve. This allows for a more fluid exchange of ideas and the development of programming that directly aligns with the shared interests of local residents. Harmony Project has established a 22 -year track record of success in the communities we serve as evidenced by: On average, students are enrolled for more than 8 years; 97% of graduating seniors were accepted to a college or university; 79% of graduates are first -generation college students; 53% of graduates are pursuing degrees in STEM -related fields; 699 students have received a Harmony Project college scholarship; Our alumni have earned prestigious distinctions/scholarships from esteemed organizations such as the Fulbright U.S. Student Program, Posse Scholars, Gates Millennium Scholars Program, and QuestBridge National College Match; 25% of our alumni are currently studying at Top 50 nationally -ranked schools; and 54% of our alumni have earned a bachelor's degree by age 24, far surpassing the national average for African American (14%) and Latine (13%) students. Harmony Project has earned several prominent distinctions for our work, including a Coming Up Taller Award (2009), the Presidential Citizens Medal (2009), and the U.S. Department of Education's Bright Spot in Hispanic Education (2015). COLLABORATION. Has your organization/agency developed this project in collaboration with other groups/organizations? If so, please list the groups/organizations and describe their roles in this project. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 5 Harmony Project has established a 22 -year track record of working in collaboration with teachers, parents, and other community stakeholders to ensure that the unique needs of each of our students are being met. We implement programming across 19 community hubs and seek out partnerships with cross -disciplinary organizations embedded within the neighborhoods we serve. As a result, Harmony Project is able to complement and/or enhance arts education programming offered during the school day and after school. Our expanding network of more than 75 community -based partners includes the following: Barbara Morrison Performing Arts Center; Beyond the Bell; Compton Sheriff's Youth Activities League; City of Lawndale; City of Los Angeles; Exploring the Arts Foundation; EXPO Center; LAUSD Arts Education Branch; Lawndale Public Library; Lennox Enrichment Afterschool Program; Long Beach Education Foundation; Los Angeles City College; Los Angeles Philharmonic Association; Pasadena LEARNS; P5 Arts; Reach for the Stars After School Program; Southern California Counseling Center; and Vision Theatre. These cost -sharing relationships provide our organization with vital resources such as in -kind facility space, on -site personnel, and civic permits. In addition, Harmony Project actively pursues opportunities to share quantitative and qualitative data with others to gain new knowledge and insight regarding the implementation of accessible music education programming. We also share best practices and program findings within our network to strengthen our combined work for the overall benefit of each child. SIMILAR RESOURCES. Is a similar service provided by another agency/organization? If so, how will your program/activity differ? There are currently no community -based organizations located in the City of Lynwood that mirror our comprehensive and robust catalog of programs and services. Especially, in terms of quality, intensity, and/or consistency. Other arts -based organizations such as the Music Center and/or PS Arts offer programming during the school day, but a majority of it comes in the form of short-term workshops that focus on a broad introduction to a variety of arts disciplines. The Harmony Project offers a sequential music program (at least four hours per week), where students develop essential life skills (collaboration, focus, persistence, etc.) by exploring music on a year-round basis. In addition, our organization offers other enrichment opportunities within our supportive community of music learners, including college preparation, informational workshops, and one-on-one mentoring. OUTREACH. Discuss outreach efforts for the proposed service/activity/project. Harmony Project will organize various outreach and recruitment activities within the Lynwood Unified School District, such as community fairs and school site presentations. In addition, we will schedule a series of concert recital performances and community -building events. Other prior examples of community -centered activities include ice cream socials, music instrument petting zoos, and family potlucks. PERFORMANCE SCHEDULE. Prepare a Work Plan for implementation/completion of the services and activities. Identify activities and completion dates below. Activity Completion Date Strategic Planning Phase: Partner Building/Outreach/Recruitment 08/31/2024 Teacher Retreat, Student Enrollment Fair, Start of Elementary School Programming 09/30/2024 Fall Semester: Engage 50 elementary school students in bi-weekly classes/weekly ensemble rehearsals, recitals, and end -of -semester concerts. Enrichment opportunities will take place during the semester, including elective courses (Music Production, Podcasting 101, Songwriting, etc.), college preparation workshops, masterclasses, and virtual workshops. 12/15/2024 Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 6 Spring Semester: Continue to engage students in bi-weekly classes/weekly ensemble rehearsals, recitals, and end -of -semester concerts. Enrichment opportunities will take place during the semester, including elective courses (Music Production, Podcasting 101, Songwriting, etc.), college preparation workshops, masterclasses, and virtual workshops. Parents will be offered access to informational workshops. Teaching Artists will conduct annual assessments of each participating student. 05/31/2025 Hollywood Bowl Field Trip: This activity will take place in person and adhere to CDC safety guidelines issued for large group settings. 06/30/2025 OTHER SOURCES OF FUNDS. List all other funding sources that will be used to undertake the proposed project/program and status of each source. Source Name Committed or Pending Fund Amount ($) Current Status The Harmony Project: General Operating Funds Committed $30,000 Awaiting Start of Programming Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 7 IV. PROPOSED PUBLIC SERVICE BUDGET Scope of work and use of CDBG funds must be directly related. The CDBG funds requested must be used to provide a direct benefit/service to low- or moderate -income residents of the City of Lynwood. Proof of income eligibility and current residence must be acquired from all recipients. Adequate documentation must also be provided by the Agency to support costs associated with the services provided. This includes such support as timesheets to demonstrate the amount of time spent on each service, cancelled checks to demonstrate payment, client intake forms to demonstrate who received the service and any other documentation deemed necessary to show a direct correlation between the service provided and the costs associated with them. Please use the following format to present your proposed line item budget: Column A: List the items for which you anticipate the need for CDBG Funds during FY 2024-25. Column B: Provide the projected request for CDBG funds. Column C: Column D: Column E: Provide the total of other funds to be used. List the name of the other funding source. List the total line budget. Please round your request to the nearest ten. Column A BUDGET ITEM Column B CDBG REQUEST ($) Column C OTHER SOURCES ($) Column D NAMES OF OTHER SOURCES Column E TOTAL BUDGET ($) Personnel* Teaching Artists: Instruction 5,000 5,000 The Harmony Project: General Operating Funds 10,000 Program Management 5,000 17,500 The Harmony Project: General Operating Funds 22,500 Professional Development/Meetings: Teaching Artists Time 1,200 The Harmony Project: General Operating Funds 1,200 Program Administration: Executive Director 5,000 The Harmony Project: General Operating Funds 5,000 Program Administration: Program Director 10,000 The Harmony Project: General Operating Funds 10,000 Program Administration: School Partnership Director 5,000 The Harmony Project: General Operating Funds 5,000 Personnel Total 10,000 43,700 53,700 Non -Personnel Rent/Lease Supplies 2,500 The Harmony Project: General Operating Funds Utilities Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 8 Equipment 5,000 The Harmony Project: General Operating Funds Services Printing Admission/Enrollment Other: Instrument Repairs 500 The Harmony Project: General Operating Funds Other: Other: Other: Other: Other: Non -Personnel Total 8,000 8,000 TOTAL PROJECT BUDGET 10,000 51,700 61,700 *For personnel, complete the following CDBG-Funded Personnel Tables. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block GrantslEntitlement Grants 9 CDBG-FUNDED PERSONNEL ❑ Check this box if CDBG funds will NOT be used to fund personnel. If CDBG funds will be used to fund personnel, complete the following tables, as appropriate. Only list personnel that will be paid with CDBG funds. AGENCY ADMINISTRATION Job Title Annual Salary (5) Annual Benefits (5) Total Compensation (5) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) PROPOSED PROGRAM STAFF Job Title Annual Salary (5) Annual Benefits (5) Total Compensation (5) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) Teaching Artists $65 Per Hour Based on # of Teaching Artists & Hours Worked 5,000 100 Program Manager 50,000 50,000 5,000 20 KEY PERSONNEL DUTIES. Provide a list of the duties of key personnel listed above. Job Title Duties Executive Director Manages strategic partnerships and ensures all program objectives are being met. Program Director Design and implement music curriculum as well as organize training sessions for staff and teaching artists. Works to create and execute vision for in school programming that offers clear benefits and speaks to goals of schools/partners. School Partnership Director Program Manager Manage all aspects of programming specific to Lynwood, including recruitment, enrollment, and day-to-day administration. They are also responsible for budgeting, Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 10 overseeing expenses, and ensuring students/teaching artists adhere to all organizational policies. Teaching Artist Provide music instruction to students (Afterschool/Saturdays), using a curriculum that is based on national standards. In addition, they will ensure the delivery of high - quality programming by participating in staff meetings and professional development opportunities. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 11 COST RATIONALE. If you consider it necessary, explain why your program/activity costs is reasonable. Harmony Project prides itself on hiring professionally trained musicians who are capable of delivering instruction on par with other pre -professional arts training programs. Our teaching artists can be found performing locally/internationally alongside celebrated musicians such as Beyonce, Carrie Underwood, and Steve Wonder. Many of them also have experience recording music for albums and movies. In addition, a large majority of our teaching artists have attained college degrees in music performance. They also specialize in a wide range of musical genres that speak to the cultural backgrounds and individual musical interests of participating students, e.g., Mariachi, Funk, Soul, Jazz, etc. As a result, we compensate our teaching artists at a rate commensurate with their educational backgrounds and musical expertise ($65 Per Hour versus the $25 to $30 rate offered by similar music education organizations). Harmony Project compensates teaching artists for instructional hours, attending program -related meetings, and time spent evaluating the progress of our students. PROGRAM CHANGES. If you received CDBG funding last year, has there been an increase in service that you will provide during FY 2024-25? Explain why there is a new demand or an unmet need in the community for this service. The COVID-19 pandemic further exacerbated many of the struggles low-income families within Los Angeles County previously contended with by adding a host of new issues that ranged from food insecurity to eviction notices. According to internal data gathered by Harmony Project staff, 1 out of 3 families we serve reported being in the midst of a "Crisis". In addition, 1 out of 4 students enrolled in our music education programming reported losing a loved one to COVID-19. As a result, Harmony Project doubled down on the social support efforts provided through our Community and Relational Engagement (CARE) department. CARE prioritizes regular communication with students and their families, provides one-on-one counseling and mental health referrals, and secures vital resources and supplies (protective masks, school accessories, direct relief funds, etc.). The aftershocks of the pandemic are still being felt to this day by many of the families we serve. As a result, our CARE team will continue to play a critical role in addressing the everyday needs of our students. Among them are an increased need for mental health programming and referral services. Harmony Project administered a survey to our middle school and high school participants to gauge the impact of the COVID-19 pandemic on their lives. The survey results revealed that 34% of students experienced increased levels of anxiety/depression, while 61% of respondents also reported increases in the overall stress levels of family members within their household. "Music has kept me sane. It helps me express myself, it also helps me with my emotional intelligence. I feel free, calm, and like myself in music. It's something I enjoy getting lost in and it helps me with my depression and anxiety. When I play music, it feels like I'm on another planet by myself where the only things that matter are me and my music," wrote a student in an anonymous survey. It's anecdotes and stories like these that have helped shape the direction our organization will take in the coming years. While college matriculation remains the overarching goal of our mission, it has become abundantly clear that in order to achieve it, we must first ensure that the urgent needs of the communities we serve are being met. IMPACT OF NO CDBG FUNDING. Describe the effect of partial or no CDBG funding on your project/activity. Harmony Project would likely explore alternative options for implementing programming, including dedicating a portion of our general operating funds and/or redirecting administrative time compensated by other funding sources. However, it would likely be very difficult to sustain music education programming implemented in collaboration with the City of Lynwood on a long-term basis without the support of CDBG Public Service funding. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 12 Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 13 V. CONFLICT OF INTEREST QUESTIONNAIRE Federal, State, and City law prohibits employees and public officials of the City of Lynwood from participating on behalf of the City in any transaction in which they have a financial interest. This questionnaire must be completed and submitted by each applicant for CDBG program funding. The purpose of this questionnaire is to determine if the applicant, or any of the applicant's staff, or any of the applicant's Board of Directors would be in conflict of interest. 1. Is there any member(s) of the applicant's staff or governing body who is or has been, within one year of the date of this questionnaire, (a) a City Employee or (b) a City Councilmember? ❑ Yes ®No If Yes, please list the name(s) and information requested below: Job Title Relationship (City Employee/Councilmember) Name of Person City Department 2. Will the CDBG funds requested by the applicant be used to award a subcontract to any individual(s) or business affiliate(s) who is currently or has been, within one year of the date of this questionnaire, (a) a City Employee or Consultant or (b) a City Councilmember? ❑ Yes No If Yes, please list the names) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmember) City Department 3. Is there any member(s) of the applicant's staff or member(s) of the applicant's Board of Directors or other governing body who are business partners or family members of (a) a City Employee or (b) a City Councilmember? ❑ Yes ®No If Yes. please list the names) and information requested below: Name of Person Relationship (City Employee/ Councilmember) Tie (Family/Business) If Family, Indicate Relationship Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 14 VI. SIGNATURES Authorized Signature To the best of my knowledge, the information provided on this application is true, and I am authorized to submit this application on behalf of the applicant agency. Natalie Jackson Executive Director Print Name Title ke_er 02/02/2024 Signature Date Email: natalie@harmony-project.org Authorized Signature I have read "Playing by the Rules: A Handbook for CDBG Subrecipients on Administrative Systems" with special attention to chapters two and five. Natalie Jackson Executive Director Print Name Title 02/02/2024 Signature Date Email: natalie@harmony-project.org Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 15 \ ATA L JAC<SO Los Angeles, CA, USA +1 (310) 916 - 3490 Nataliej700@gmail.com CERTIFICATES UCLA Anderson School of Management // Executive Program Compass Point // Fundraising Academy for Communities of Color Compass Point // Next Generation of Leaders Southern California Counseling Center // Certified Community Counselor AFFILIATIONS American Fundraising Professionals, Los Angeles Chapter Los Angeles Opera NAACP, member VOLUNTEER FUNDRAISING Boys and Girls Club Jewish Family Services Planned Parenthood Urban League Young Life SKILLS Cash and Accrual Accounting Communications Critical and Creative Thinking Data Analysis Donor Management Major Gifts Event Planning Fundraising Grant Writing and Editing Professional Writing Microsoft office Operational efficiencies Business Strategy QuickBooks Blackbaud - eTap/ NXT PROFESSIONAL EXPERIENCE Executive Director // Harmony Project • Manage critical relationships with major cost -sharing partners — Los Angeles Philharmonic (YOLA), Los Angeles Unified School District — Beyond The Bell Branch, among others. • Directly supervise 34 full time/part time staff; 100+ teaching artists. ■ Work with 18 -member Board of Directors to strategize organizational growth and fund development. ■ Build and maintain infrastructure for daily operations to support scalability. ■ Program development/design across national affiliates. ■ Develop and manage organizational budget. ■ Critical in securing a two-year grant of $1.2mm through the California Community Foundation. Chief Advancement & Strategy Officer // Harmony Project • Direct and oversee all development initiatives (major gifts/individual donor management, planned giving, grant writing, eTapestry/Raiser's Edge NXT database, etc.) ■ Secured largest organizational gift, twice over. • Design organizational marketing materials and communications. ■ Organize two large-scale gala events, annually. Asst. Project Manager // Bravo Communities ■ Specialized in planning, financing and marketing of Bravo Communities — a $33.5 million, single family community. Vice President // Pacific Internet • Worked from the birth of the company on all product and marketing initiatives and ultimately the spinoff software was purchased by Digital Island for $435 million. Senior Account Executive // Creative Channel Services • Responsible for the marketing and branding of various products. Clients included Sony, Samsung, and Toshiba. Increased revenue in assigned territory from $125k to $2million in on fiscal year. Director of Sales and Marketing // WFMG • Chief architect for national sales and marketing plans. • Supervise regional sales/marketing staff. Investment Analyst // Donaldson Lufkin & Jenrette (DLJ) • Assisted banking team that was credited with bringing the World Cup to the U.S., which is still on record as the highest attended single sporting event in U.S. history. REFERENCES Mark A. Mills Innovative Marketing and Digital Communications T: +1 (917) 549-1310 E: mmills@innovativemar.com Myka Miller T: +1 (323) 573 - 0568 E: mykamiller@yahoo.com EMELIE PFAFF Work History Program Manager - Lynwood, Paramount, Compton, and South Gate Instrument and Inventory Manager Dec 2018 - Current Harmony Project Los Angeles, California • Overseeing a team of 3 to manage 400 students and 17 teachers across 14 program sites • Monitoring and tracking student progress, attendance, and behavior. • Organizing, planning, and executing concerts and recitals on site as well as outreach concerts in the community alongside community partners. • Communicating daily with families and parents, both in -person and electronically • Interviewing, observing, and hiring new teaching artists and ensemble directors. • Adhering to a budget, including teacher pay, instrument purchases, repairs, accessory purchases, venue rental, student transportation, and food. • Jumping in wherever needed, such as helping beginning students, playing missing parts, teaching, coaching, and always learning and improving myself. • Keeping an account of approx 4,000 assets • Coordinating instrument and accessory orders and repairs for the whole organization • Executing basic instrument repairs, such as changing strings, pulling stuck mouthpieces, unsticking valves, and fixing slipping or stuck pegs. • Advocating and establishing relationships with new vendors and manufacturers and nurturing and maintaining the already established relationships we have, including attending NAMM. Educational Sales Representative Sep 2015 - June 2019 Boomer Music Company Fort Collins, Colorado • Educating customers, teachers, and schools about the brand to incite excitement about the company's mission and values, communicating store initiatives to generate return business, and consistently going above and beyond to provide an elevated customer experience to generate a loyal clientele. • Planning, organizing, and executing materials and/or a booth at trade shows, conferences, and school instrumental rental and try -out nights. • Placing stock and special merchandise orders and communicating with vendors and customers regarding product and backorder availability, shipment times, future inventory, special orders, and invoices. • Establishing new accounts, both with vendors and customers. • Politely assisting customers in person, via email, and via telephone, especially in regards to delinquent customer accounts. • Executing basic instrument repairs, such as changing strings, pulling stuck mouthpieces, changing spit valve corks, changing fine tuners, unsticking valves, and fixing slipping or stuck pegs. • Scheduling weekly inventory pickups and deliveries with over 50 customers in Northern Colorado and Wyoming. • Participating in yearly physical inventory counts. • Serving as the main liaison between customers, management, and sales team. • Receiving orders, pricing merchandise, stocking shelves, and taking inventory of supplies. • Maintaining a weekly lesson schedule, scheduling over 30 teachers in 12 rooms. Education Master of Music: French Horn Performance Colorado State University • Graduate Teaching Assistant Bachelor of Music: French Horn Performance and Music Theory University of Missouri - Kansas City • Graduated magna cum laude 2017 Fort Collins, CO 2014 Kansas City, MO Musical Experience December 16, 2021 Solo horn, Performed with the Athena Brass Band at the Midwest Band and Orchestra Clinic, Chicago, Illinois May 21-24, 2019 January 29, 2017 November 8, 2014 June 4-8, 2014 Solo horn, Performed with the Athena Brass Band at the International Women's Brass Conference, Arizona State University, Tempe, Arizona Performed with the CSU Graduate Brass Quintet at a Canadian Brass Masterclass, Colorado State University, Fort Collins, Colorado First horn, U.S Open Brass Band Championship 1st Place, Fountain City Brass Band, St. Charles, Illinois Second horn, Performed with the Athena Brass Band at the International Women's Brass Conference, Northern Kentucky University, Highland Heights, Kentucky May 23, 2014 First horn, Performed at the International Tuba Euphonium Conference with the Fountain City Brass Band, Indiana University, Bloomington, Indiana November 2, 2013 Second horn, U.S Open Brass Band Championship 1st Place, Fountain City Brass Band, St. Charles, Illinois May 18, 2012 Performed with the UMKC Horn Studio at the International Horn Society Conference, University of North Texas, Denton, Texas April 2012 Performed with the UMKC Wind Ensemble at the College Band Directors National Association Southwest Division Regional Conference, University of Texas -San Antonio, San Antonio, Texas January 27, 2012 Member of the Missouri All -Collegiate Band, Missouri Music Educators Association Workshop/Conference, Osage Beach, Missouri Carmen Samuel Los Angeles, CA 90034 carmensamuel3_btf@indeedemail.com +1 240 938 6034 SKILLS • Event Planning, logistics, and operations management • Project Management • Mac and PC Operating Systems • Quick at learning new software • Excellent verbal and written communication • Copywriting and editing • Diversified Microsoft Office abilities • Google Suite • Social Media Marketing Authorized to work in the US for any employer Work Experience Program Manager, Film Screenings Brave New Films - Culver City, CA August 2021 to Present • Design, strategize, and manage implementation of new release campaigns, premieres, and activations. • Engage national audiences through strategic viewing and distribution partnerships with prominent civic and social organizations to maximize screening registrations for all Brave New Films content. • Work with the Director of Social Media to deliver relevant content for specific campaign needs and virtual screening events. • Design, create, and publish registration forms, dedicated webpages, and promotional materials for virtual events and screening campaigns. • Provide support to all screening program participants to cultivate and maintain an active and sustaining base of screening hosts as distribution partners. • Maintain and strengthen systems, processes, and tools to support program participants, deliver screening resources efficiently and effectively, and drive new online signups. • Implement data -informed strategies that optimize the online sign-up process to further grow the screenings program. • Track and document program outcomes by gathering feedback from participants after each screening - including impact stories, action items, thank you letters, quotes, anecdotes, and pictures. • Maintain and improve the company's CRM system. • Assist the film production team with content research and cast outreach for assets and inclusion when needed. Employment Program Representative State of California - Los Angeles, CA June 2020 to August 2021 Temporary position aiding the Employment Development Department with unemployment insurance claims during the Covid19 pandemic. • Independently reviewed, investigated, and determined claimant eligibility for Unemployment Insurance benefits. • Authorized and issued Unemployment Insurance benefit payments to eligible claimants. • Responded to employer, claimant, and third -party inquiries through written, electronic, or telephonic methods. • Informed claimants and employers of their rights and responsibilities under the Unemployment Insurance Program Program Manager, Organizational Consulting artEquity - Los Angeles, CA February 2019 to June 2020 • Produced the launch of artEquity's National Board Training in Deriver, CO - a convening that brings together board members of arts and culture institutions from across the United States. Over the course of three days, board members participate in skills -building and analysis work around issues of equity, diversity and inclusion. Project budget: $12,410. • Served as the team lead and primary point of contact for over 17 nationally recognized arts, culture, and academic institutions as they completed their organizational assessment process and trainings around equity, diversity, and inclusion. • Customized a company -wide project management tool used to track the progress of each organization from intake to contract close-out. Associate Producer, Community Engagement NEW JERSEY PERFORMING ARTS CENTER (NJPAC) - Newark, NJ April 2016 to May 2018 • Strategized, designed, and executed 200 large, medium, and small-scale arts and culture events. • Liaised with external and internal venue partners and production teams to achieve established goals for each project • Researched and pursued new relationships with community stakeholders within the private and public sectors, while maintaining existing partnerships • Managed the $165,000 Community Engagement department project budget to forecast and control expenses • Selected, hired, and executed agreements with independent contractors and vendors according to project needs • Recruited, trained, and supervised production staff and volunteers based on project needs • Processed invoices, obtained appropriate authorizing signatures, and ensured timeliness of outbound and inbound payments Group Sales Associate ARENA STAGE AT THE MEAD CENTER FOR AMERICAN THEATRE - Washington, DC December 2014 to April 2016 • Lead the research, development, and execution of sales strategy for main stage productions to generate bulk ticket revenue • Ideated and executed special promotional events for group cultivation • Coordinated and facilitated multiple post -performance discussions with casts and other creatives • At the conclusion of the 2014-2015 season, my efforts were instrumental in exceeding the department's $905,372 sales goal by $26,426 following the success of Katori Hall's world -premiere of The Blood Quilt. The Goal for The Blood Quilt alone was exceeded by $47,585 Foundation Fellow WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS - Vienna, VA November 2013 to October 2014 • Provided tactical support to senior management in the departments of Communications & Marketing, Planning & Initiatives, and Development • Assisted with the planning, development, and successful execution of 3 large-scale promotional events for m ain stage events • Arranged and conducted Arts Advocacy visits with key Virginia State and Federal legislators on behalf of both W olf Trap and regional arts organizations • Represented W olf Trap at high-level, high profile Development events and produced a widely distributed season -end report to donors in both print and on the web Director of Programs COLUMBIA CENTER FOR THEATRICAL ARTS (CCTA) - Columbia, MD December 2009 to November 2013 • Partnered with the Director of Education to develop after school programs, summer camps, and conservatory classes for over 30,000 students aged 3-21 • Organized and coordinated after school programs in three Baltimore City Public Schools • Hired, scheduled, managed, and processed bi-weekly payroll for 25 contracted teaching artists and production staff year-round • Managed and maintained inventory of company production equipment Summer Marketing Associate WALKER INTERNATIONAL COMMUNICATIONS GROUP (WICG) - New York, NY May 2012 to August 2012 • Developed and executed promotional strategy for Timothy Ware's A Taste of Chocolate presented as a part of the Midtown International Theatre Festival (MITF). Each performance saw an audience turnout of at least 60% - two of which played to sold -out houses. • Assisted with WICG promotion and group sale initiatives for Broadway's A Streetcar Named Desire; Off -Broadway's Sistas, the Musical; and the tapings of BET/Centric's Apollo Live at the historic Apollo Theatre in Harlem Education M.A. in Arts Management George Mason University - Arlington, VA B.A. in Theatre University of Maryland - College Park, MD Skills • Program Management • Process Improvement • Budgeting • Filming • Google Docs • Microsoft Office • Microsoft Excel • Microsoft Word • Microsoft Outlook • Program Development • Event Planning • Research • Operating Systems • Office experience • Project management • Research & Development • Project Planning • Change Management • Strategic Planning • Google Suite • Management • Content management • Adobe Creative Suite • Customer service • Analysis skills • Personal assistant experience • Business development • Project Management Software • Team Management • Events management • Leadership • Hospitality • Negotiation • Contracts • Writing skills • Guest services • Guest relations • Canva • Video production • Communication skills • Adobe Premiere • Social media management • Copywriting • Copy editing Certifications and Licenses CDL Class B September 2007 to October 2025 Passenger Endorsement Air Brake Endorsement Maria del Carmen Marquez Vazquez Director of Education, Harmony Project, LA Sphinx LEAD Fellow — Cohort 5 714.310.6196 Ca rmenmarquezCi.rocketmail.com Driven arts administrator with a strong track record of effectively managing and executing after - school programs. Proficient in community engagement, program logistics, data managemenf, and strategic planning. As a SPHINX LEAD Fellow, member of the 5th Cohort, a member of the next generation of executive leaders in the arts industry, with a focus on promoting diversify, equity, and inclusion. Skills: Organizational Operations, Leadership and Team management, Project Management, Special Events, Community Engagement, Partnership Development, Strategic Planning and Growth Initiatives, Curriculum development, Spanish -English translation and communication, Donor Cultivation, Conductor Experience Director of Education 1 Harmony Project LA 1 Nov 2023 — Present • Provide leadership to ongoing programming • Oversee successful delivery of programming Programs Manager' Pacific Symphony 1 Sept 2019 — Present • Oversight and management of programs across four elementary school sites within the Savanna School District, Santa Ana High School, and in partnership with The Boys and Girls Club of Santa Ana, serving a diverse student population. • Facilitate communication among students, teaching artists, parents, and community partners. • Establish and expand partnership sites, including recruitment, onboarding, and training instructors. • Lead a team of coaches, teaching artists, and instructors in implementing curriculum initiatives, conducting music instruction observations„ and providing regular formal and informal feedback. • Ensure program operations are in alignment with curriculum delivery, handling day to day logistics, including scheduling, data collection, payroll, programming, and inventory tracking • Collaborate with lead partners to ensure adherence to facility protocols and emergency procedures. • Contribute to strategic planning initiatives to ensure program growth and sustainability. • Maintain strong relationships with partner sites and stakeholders, fostering community engagement. • Promote inclusivity within the team to promote a positive work environment. • Spearhead donor cultivation efforts and volunteer management support • Oversee program evaluation, including benchmarks for curriculum, assessments, and surveys. • Develop a comprehensive database of scholarships and colleges for underrepresented communities. • Successful planning and execution of seasonal concerts. Sphinx LEAD Fellow 1 Sphinx Organization 1 January 2023 — Present • Member of the prestigious 5th Cohort of Sphinx Lead, a prestigious 2 -year leadership program empowering the next generation of Black and Latinx executive leaders in the arts industry. • Engaged in a comprehensive curriculum focused on evolving the industry landscape. • Acquire knowledge and learn best practices from leading arts organizations across the country. • Receive professional mentorship from influential industry leaders. Director of String Orchestra 1 Ivy Chamber Music 1 September 2021 — Present • Lead students in rehearsals and prepare them for two seasonal concerts • Develop and implement programming focused on teaching orchestral skills and etiquette. Education Cal State Fullerton BA Music Education Cal State Long Beach MM Violin Performance Cal Poly Pomona Certificate in Non -Profit Management Google — Certificate Project Manager (In progress) Harmony Project Org. Overview (current 2024) COMMUNI- CATIONS Powerschool & Admissions Instruments & inventory OPERATIONS Facilities & Administration EXECUTIVE DIRECTOR DEVELOP- MENT Development, Major Gifts, Grants PARTNER- SHIPS Partnerships Program Sites Band Director Program Sites (non - partners) Teaching Artists INTERNAL REVENUE SERVICE P. 0. BOX 2508 CINCINNATI, OH 45201 Date: JAN 29 MR THE HARMONY PROJECT C/O C TIMOTHY SMOOT 23505 CRENSHAW BLVD STE TORRANCE, CA 90505 DEPARTMENT OF THE TREASURY Employer Identification Number: 95-4856236 DLN: 6.012960'77 Contact Person: 263 STEPHANIE L JONES Contact Telephone Number: .(877) 829-5500 Accounting Period Ending: December 31 Form 990 Required: • Yes Addendum Applies: No ID# 31395 Dear Applicant: Based on information supplied, and assuming your. operations will be as stated in your application for recognition of exemption, we have determined you are exempt from federal income tax under section 501(a) of the Internal Revenue Code as an organization described in section 501(c)(3)._ We have further determined that you are not a private the meaning of section 509(a) of the Code, because you are described in sections 509(a)(1) and 170(b)(1)(A)(ii). If your sources of support, or your purposes, character, or method of operation change, please let us know so we can consider the effect of the change on your exempt status and foundation status. In the case of an amend- ment to your organizational document or bylaws, please send us a copy of the amended document or bylaws. Also, you should inform us of all changes in your name or address. foundation within an organization As of January 1, 1984, you are liable for taxes under the Federal Insurance Contributions Act (social security taxes) on remuneration of $100 or more you pay to each of your employees during a calendar year. You are not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Since you are not a private foundation, you are not subject to the excise taxes under Chapter 42 of the Code. However, if you are involved in an excess benefit transaction, that transaction might be subject to the excise taxes of section 4958. Additionally, you are not automatically exempt from other federal excise taxes. If you have any questions about excise, employment,.or other federal taxes, please contact your key district office. Grantors and contributors may rely on this determination unless the Internal Revenue Service publishes notice to the contrary. However, if you lose your section 509(a)(1) status, a grantor or contributor may not rely on this determination if he or she was in part responsible for, or was aware of, the act or failure to act, or the substantial or material change on the Letter 947 (DO/CG) THE HARMONY PROJECT part of the organization that resulted .in your loss of such status, or if he.or she acquired knowledge that the Internal Revenue Service had given notice that you would no longer be classified as a section 509(a)(1) organization. Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devisee, transfers, or gifts to you or for your use are deductible for federal estate and gift tax purposes if they meet the applicable provisions of Code sections 2055, 2106, and 2522. Contribution deductions are allowable to donors only to the extent that their contributions are gifts, with no consideration received. Ticket pur- chases and similar payments in conjunction with fundraising events may not necessarily qualify as deductible contributions, depending on the circum- stances. See Revenue Ruling 67-246, published in Cumulative Bulletin 1967-2, on page 104, which sets forth guidelines regarding the deductibility, as chari- table contributions, of payments made by taxpayers for admission to or other participation in fundraising activities for charity. • In the heading of this letter we have indicated whether you must file Form 990, Return of Organization Exempt From Income Tax. If Yes is indicated, you are required to file Form 990 only if your gross receipts each year are normally more than $25,000. However, if you receive a Form 990 package in the mail, please file the return even if you do not exceed the gross receipts test. If you are not required to file, simply attach the label provided, check the box in the heading to indicate that your annual gross receipts are normally $25,000 or less, and sign the return. If a return is required, it must be filed by the 15th day of the fifth month after the end of your annual accounting period. A penalty of $20 a day is charged when a return is filed late, unless there is -reasonable cause for the delay. However, the maximum penalty charged cannot exceed $10,000 or 5 percent of your gross receipts for the year, whichever is less. For organizations with gross receipts exceeding $1,000,000 in any year, the penalty is $100 per day per return, unless there is reasonable cause for the delay. The maximum penalty for an organization with gross receipts exceeding $1,000,000 shall not exceed $50,000. This penalty may also be charged if a return is not complete, so be sure your return is complete before you file it. You are required to make your annual information return, Form 990 or Form 990-EZ, available for public inspection for three years after the later of the due date of the return or the date the return is filed. You are also required to make available for public inspection your exemption application, any supporting documents, and your exemption letter. Copies of these documents are also required to be provided to any individual upon written or in person request without charge other than reasonable fees for copying and postage. You may fulfill this requirement by placing these documents on the Internet. Penalties may be imposed for failure to comply with these requirements. Additional information is available in Publication 557, Tax -Exempt Status for Your Organization, or you may call our toll free number shown above. Letter 947 (DO/CG) -3 - THE HARMONY PROJECT You are not required to file federal income tax returns unless you are subject to the tax on unrelated business income under section 511 of the Code. If you are subject to this tax, you must file an income tax return on Form 990-T, Exempt Organization Business Income Tax Return. In this letter we are not determining whether any of your present or proposed activities are unre- lated trade or business as defined in section 513 of the Code. You need an employer identification number even if you have no employees. If an employer identification number was not entered on your application, a number will be assigned to you and you will be advised of it. Please use that number on all returns you file and in all correspondence with the Internal Revenue Service. Revenue Procedure 75-50, published in Cumulative Bulletin 1975-2 on page 587, sets forth guidelines and recordkeeping requirements for determining whether private schools have racially nondiscriminatory policies as to students. You must comply with this revenue procedure to maintain your tax-exempt status. If we have indicated in the heading of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. Because this letter could help resolve any questions about your exempt status and foundation status, you should keep it in your permanent records. We have sent a copy of this letter to your representative as indicated in your power of attorney. If you have any questions, please contact the person whose name and telephone number are shown in the heading of this letter. Sincerely yours, (4:40 y Lois G. Lerner -60.N Director, Exempt Organizations Letter 947 (DO/CG) Last updated by Myka Miller -Jimenez on Mar 29, 2023 at 07:25 PM THE HARMONY PROJECT J SAMGoV ° THE HARMONY PROJECT Unique Entity ID Z6GELBHMBBM5 Registration Status Active Registration Physical Address 2410 Beverly Boulevard Los Angeles, California 90057-1002 United States CAGE / NCAGE 5H4K1 Expiration Date Mar 28, 2024 Mailing Address 325 N. Larchmont BLVD. #604 Los Angeles, California 90004-3011 United States Purpose of Registration Federal Assistance Awards Only httkii Was Informix T to s a Doing Business as (blank) Congressional District California 34 Division Name (blank) State / Country of Incorporation California / United States Division Number (blank) URL http://www.harmony-project.org/ Registration Dates Activation Date Mar 31, 2023 Entity Dates Entity Start Date Apr 23, 2001 Submission Date Mar 29, 2023 Initial Registration Date May 26, 2009 Fiscal Year End Close Date Jun 30 Immediate Owner CAGE (blank) Legal Business Name (blank) Highest Level Owner CAGE (blank) Legal Business Name (blank) Executive Compensation In your business or organization's preceding completed fiscal year, did your business or organization (the legal entity to which this specific SAM record, represented by a Unique Entity ID, belongs) receive both of the following: 1. 80 percent or more of your annual gross revenues in U.S. federal contracts, subcontracts, loans, grants, subgrants, and/or cooperative agreements and 2. $25,000,000 or more in annual gross revenues from U.S. federal contracts, subcontracts, loans, grants, subgrants, and/or cooperative agreements? No Does the public have access to information about the compensation of the senior executives in your business or organization (the legal entity to which this specific SAM record, represented by a Unique Entity ID, belongs) through periodic reports filed under section 13(a) or 15(d) of the Securities Exchange Act of 1934 (15 U.S.C. 78m(a), 78o(d)) or section 6104 of the Internal Revenue Code of 1986? Not Selected Proceedings Questions Is your business or organization, as represented by the Unique Entity ID on this entity registration, responding to a Federal procurement opportunity that contains the provision at FAR 52.209-7, subject to the clause in FAR 52.209-9 in a current Federal contract, or applying for a Federal grant opportunity which contains the award term and condition described in 2 C.F.R. 200 Appendix XII? No Does your business or organization, as represented by the Unique Entity ID on this specific SAM record, have current active Federal contracts and/or grants with total value (including any exercised/unexercised options) greater than $10,000,000? Not Selected Within the last five years, had the business or organization (represented by the Unique Entity ID on this specific SAM record) and/or any of its principals, in connection with the award to or performance by the business or organization of a Federal contract or grant, been the subject of a Federal or State (1) criminal proceeding resulting in a conviction or other acknowledgment of fault; (2) civil proceeding resulting in a finding of fault with a monetary fine, penalty, reimbursement, restitution, and/or damages greater than $5,000, or other acknowledgment of fault; and/or (3) administrative proceeding resulting in a finding of fault with either a monetary fine or penalty greater than $5,000 or reimbursement, restitution, or damages greater than $100,000, or other acknowledgment of fault? Not Selected h tips://sam.gov/entity26GELBHMBBM5/coreDala?status=null Page 1 af 3 Last updated by Myka Miller -Jimenez on Mar 29, 2023 at 07:25 PM Active Exclusions Records? THE HARMONYPROJECT No I authorize my entity's non -sensitive information to be displayed in SAM public search results: Yes Business Types Entity Structure Corporate Entity (Tax Exempt) Profit Structure Non -Profit Organization Entity Type Business or Organization Organization Factors (blank) Socio-Economic Types Check the registrant's Reps & Certs, if present, under FAR 52.212-3 or FAR 52.219-1 to determine if the entity is an SBA -certified HUBZone small business concern. Additional small business information may be found in the SBA's Dynamic Small Business Search if the entity completed the SBA supplemental pages during registration. Accepts Credit Card Payments Debt Subject To Offset Yes No EFT Indicator CAGE Code 0000 5H4K1 Electronic Funds Transfer Account Type Checking Financial Institution WELLS FARGO BANK NA Automated Clearing House Phone (U.S.) 3234632247 Fax 3234650843 Remittance Address Natalie Jackson 325 N. Larchmont BLVD. #604 Los Angeles, California 90004 United States Routing Number *******82 Account Number Email carmen.farfan@wellsfargo.com Lock Box Number (blank) Phone (non-U.S.) (blank) EIN *****6236 Tax Year (Most Recent Tax Year) 2020 Address 4322 Wilshire BLVD. Suite 101 Los Angeles, California 90010 Type of Tax Applicable Federal Tax Name/Title of Individual Executing Consent Executive Director Signature Natalie Jackson Taxpayer Name HARMONY PROJECT THE TIN Consent Date Mar 29, 2023 Accounts Receivable POC 0 Natalie Jackson, Executive Director natalie@harmony-project.org 3238957703 Pe fit, : t2a r 1:10! @7 FAa VJ437 https: //sam. gov/entity/Z6GELBHMBBM5/coreData?status=null Page 2 of 3 Last updated by Myka Miller -Jimenez on Mar 29, 2023 at 07:25 PM THE HARMONY PROJECT Electronic Business F. Natalie Jackson, Executive Director natalie@harmony-project.org 3238957703 Maya Barrera, Chief Advancement Officer maya@harmony-project.org 3238957702 325 N. Larchmont Boulevard #604 Los Angeles, California 90004 United States 325 N. Larchmont Boulevard #604 Los Angeles, California 90004 United States Government Business 0 Natalie Jackson, Executive Director natalie@harmony-project.org 3238957703 Maya Barrera, Chief Advancement Officer maya@harmony-project.org 3238957702 325 N. Larchmont Boulevard #604 Los Angeles, California 90004 United States 325 N. Larchmont Boulevard #604 Los Angeles, California 90004 United States Past Performance Natalie Jackson, Executive Director natalie@harmony-project.org 3238957703 Maya Barrera, Chief Advancement Officer maya@harmony-project.org 3238957702 325 N. Larchmont Boulevard #604 Los Angeles, California 90004 United States 325 N. Larchmont Boulevard #604 Los Angeles, California 90004 United States NAICS Codes Primary NAICS Codes NAICS Title Sims-iMetoa IGT Size Metrics Annual Revenue (from all IGTs) (blank) Worldwide Annual Receipts (in accordance with 13 CFR 121) (blank) Number of Employees (in accordance with 13 CFR 121) (blank) Location Annual Receipts (in accordance with 13 CFR 121) (blank) Number of Employees (in accordance with 13 CFR 121) (blank) Industry -Specific Barrels Capacity (blank) Megawatt Hours (blank) Total Assets (blank) This entity did not enter the EDI information This entity does not appear in the disaster response registry. Feb 02, 2024 11:10:07 PM GMT hops: //sam. gov/entity26GELBHMBBM5/coreData?status=null Page 3 of ACO p® CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 11/29/2023 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, If SUBROGATION IS WAIVED, subject to the terms and conditions this certificate does not confer rights to the certificate holder in lieu the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. of the policy, certain policies may require an endorsement. A statement on of such endorsement(s). PRODUCER Arthur J. Gallagher Risk Management Services, LLC 500 N Brand Boulevard, Suite 100 Glendale CA 91203 License#: OD69293 INSURED Harmony Project 325 N Larchmont Blvd #604 Los Angeles, CA 90004 HARMPRO-01 COVERAGES CERTIFICATE NUMBER: 1836468335 CONTACT NAME: Maureen (MoMo) McDonald PHONE IFAX lC No E cn: 818.539.8625 IA/C, No): 818.539.8725 ADDRESS: maureen mcdonald@a19• com INSURER(S) AFFORDING COVERAGE INSURER A : Nonprofits' Insurance Alliance of CA INSURER B : Service American Indemnity Company INSURER C : NAIC # 10023 39152 INSURER D : INSURER E : INSURER F : REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. I LICY EXP LTR TYPE OF INSURANCE ' INSD wvo POLICY NUMBER JR MM/DDIYYYY) IMMIDDIYYYY) : LIMITS A X COMMERCIAL GENERAL LIABILITY 2023 14779 NPO 12/17/2023 12/17/2024 EACH OCCURRENCE $ 1,000,000 [_. DAMAGE TO RENTED CLAIMS -MADE X OCCUR PREMISES (Ea occurrence) $ 1,000,000 MED EXP (Any one person) $ 20,000 PERSONAL & ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 3,000,000 X PRO POLICY JECT LOC PRODUCTS - COMP/OP AGG $ 3,000,000 OTHER: 1 $ A AUTOMOBILE LIABILITY 2023 14779 NPO 12/17/2023 12/17/2024 COMBINED SINGLE LIMIT - $ 1,000,000 (Ea accident), X ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS ONLY HIRED AUTOS NON -OWNED PROPERTY DAMAGE $ Xy AUTOS ONLY X AUTOS ONLY Seer accident) . $ A I X UMBRELLA LIAB X OCCUR 2023 14779 UMB 12/17/2023 12/17/2024 EACH OCCURRENCE $ 3,000,000 EXCESS LIAB CLAIMS -MADE AGGREGATE $ DED I X RETENTION S n $ g WORKERS COMPENSATION SATISO408002 3/1/2023 3/1/2024 STATUTE ERH AND EMPLOYERS' LIABILITY Y / N ANYPROPRIETOR/PARTNERJEXECUTIVE E.L. EACH ACCIDENT $ 1,000,000 OFFICER/MEMBEREXCLUDED? N/A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 A improper Sexual Conducl* 2023 14779 NPO 12/17/2023 12/17/2024 Per Claim $1,000,000 Aggregate $3,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Nonprofits' Insurance Alliance of CA - A.M. Best #: 011845 Policy: Professional Liability Policy #:2023-14779-NPO Policy Term: 12/17/2023 to 12/17/2024 Carrier: Nonprofits Insurance Alliance of California Limits: Each Claim Limit $1,000,000 Aggregate Limit $1,000,000 See Attached... CERTIFICATE HOLDER CANCELLATION Evidence of Coverage SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD AGENCY CUSTOMER ID: HARMPRO-01 LOC #: ACORD® ADDITIONAL REMARKS SCHEDULE AGENCY Arthur J. Gallagher Risk Management Services, LLC Page 1 of 1 POLICY NUMBER CARRIER ADDITIONAL REMARKS NAIC CODE NAMED INSURED Harmony Project 325 N Larchmont Blvd #604 Los Angeles, CA 90004 EFFECTIVE DATE: THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: CERTIFICATE OF LIABILITY INSURANCE *Scheduled on Umbrella Policy* Evidence of Coverage. ACORD 101 (2008/01) © 2008 ACORD CORPORATION. All rights reserved. The ACORD name and'logo are registered marks of ACORD 15 IONY rm#4ECT EST.2001 • LOS ANGELES, CA Chairman Emeritus Howard Banchik, President Westwood Financial 10877 Wilshire Blvd. Suite 1105 Los Angeles, CA 90024 310-820-5443 howardPwestfin.com Chairman of the Board Lisa K. Edwards Delgado, Senior Vice President Whittier Trust 1600 Huntington Drive South Pasadena, CA 91030 626-441-5111 IedwardsPwhittiertrust.com Vice Chair Jerome L. Levine, Attorney 4741 Arcola Avenue Toluca Lake, CA 91602 310-892-0961 jlev310@aol.com Co -Treasurer Todd Brown, Owner 4615 Dunman Avenue Woodland Hills, CA 91364 818-317-7032 roos2000Paol.com Co -Treasurer Leon Gendelman, CPA Kirsch Kohn & Bridges LLP 21550 Oxnard St. #200 Woodland Hills, CA 91367 818-907-6500 gendelman@kkbcpa.com Secretary Michael Skloff, Composer 3200 Durnad Drive Los Angeles, CA 90068 323-697-6486 mskloff@gmail.com Board of Directors November 2023 Adam Bachenheimer, Owner Californian Estates 9255 Sunset Blvd. Suite 1000 Los Angeles, CA 90069 323-868-3862 Adam@jacobsonandbachassoci ates.com Robert Forst, Esq., Attorney Robert A. Forst Law 3435 Caribeth Drive Encino, CA 91436 818-995-3400 RoFor99 ai?gmail.com Jonah Garb Coda Equities 2165 Sunset Crest Dr. Los Angeles, CA 90046 (323) 992-0036 ionah,Pcodaeuuitties.com Bryan Gortikov, President Gortikov Capital 2918 3rd Street Apt. 1 Santa Monica, CA 90405 818-613-7960 bgortikovPgmail.com Janet Jubas, Owner Cognitive Communications Inc. 6 Clancy Ln South Rancho Mirage, CA 92270 310-395-6366 janetawaldPgmail.com Donald M. Kaplan, President CJA Corporation 500 N. Brand Blvd. #2120 Glendale, CA 91203 310-264-9933 dkaplant ciacorooration.com Todd Nathanson, President Illi Commercial Real Estate 17547 Ventura Blvd. Suite 304 Encino, CA 91316 818-501-2212 ext. 101 toddpillicre.com Karen Kay Platt, President Platt Properties Group 1630 Loma Vista Beverly Hills, CA 90210 310-278-7816 platt.karenagmail.com Susan Plutsky, Ph.D.* Professor Emerita of Marketing Cal State Northridge 316 18th Street Santa Monica, CA 90402 310-393-1121 susan.plutskvPgmail.com Damon Porter, CEO Dynamic Real Estate Partners 11777 San Vicente Blvd, Suite 800 Los Angeles, CA 90049 310-315-5411 ext.121 dporterPdvnamicdevco.com Jenifer Porter, Owner House of Porter 1740 Westridge Los Angeles, CA 90049 310-508-9900 jenCa7thehouseofporter.corn Sandra Rosenbaum, Philanthropist 465 Loring Avenue Los Angeles, CA 90024 310-801-7177 esoexo7(gmail.com Tim Siegel, Partner LS Capital 13949 Ventura Blvd., Suite 300 Sherman Oaks, CA 91423 818-922-2200 tsiegelPlscaoital.com Tony Silbert, Owner Silbert Consulting Inc. 20452 Ruston Road Woodland Hills, CA 91364 818-703-8774 tonv@silbertconsulting.com 20 YEARS HARMONY PROJECT 2001.2©21 GIVE MUSIC. CHANGE LIVES. Executive Director - Job Description The Executive Director will report to and work collaboratively with the Board of Directors in leading the transformation of Harmony Project from its current stage to a more mature organization (Stage 2) capable of delivering on its long-term vision. Specifically, she or he will ensure that Harmony Project's fiscal, operations, fundraising, marketing, human resource, technology, and programmatic strategies are effectively implemented across all segments of the organization. Responsibilities Strategic vision and leadership • Collaborate with the board to refine and implement the strategic plan while ensuring that the budget, staff, and priorities are aligned with Harmony Project's core mission. • Provide inspirational leadership and direction to all executives, and ensure the continued development and management of a professional and efficient organization; • Establish effective decision -making processes that will enable Harmony Project to achieve its long- and short-term goals and objectives. • Cultivate a strong and transparent working relationship with the Board and ensure open communication about the measurement of financial, programmatic, and impact performance against stated milestones and goals. • In partnership with the board, help build a diverse and inclusive Board representative of the community that is highly engaged and willing to leverage and secure resources. Development • Ensure that the flow of funds permits Harmony Project to make continuous progress towards the achievement of its mission and that those funds are allocated properly to reflect present needs and future potential. • Formulate and execute comprehensive marketing, branding and development strategies that will ensure consistency throughout the organization and enhance revenue from major donors, foundations, government agencies, and corporations. Strengthening infrastructure and operations • Ensure the delivery of high -quality services while managing for current and future growth. • Support and motivate the organization's staff. • Facilitate cross -departmental collaboration and strengthen internal communications with staff throughout the organization; create and promote a positive, multicultural work environment that supports consistency throughout the organization's strategy, operational methods, and data collection needs. • Oversee the financial status of the organization including developing long and short-range financial plans, monitoring the budget and ensuring sound financial controls are in place; set financial priorities accurately to ensure the organization is operating in a manner that supports the needs of the program and staff. Program Development • Rationalize the delivery of programs through new and existing offices and partnerships. • Increase efficiencies and consistency throughout the organization by developing and implementing standardized programs, services, and program office marketing. Qualifications • A commitment to being an anti -racist, multi -cultural organization • At least 10-15 years of overall professional experience • Prior nonprofit experience ideal; management of a global or multisite organization preferred • Significant board development, fundraising, marketing/branding and fiscal management experience a must • A financially savvy and politically astute leader with the ability to set clear priorities, delegate, and guide investment in people and systems; keen analytic, organization and problem solving skills, which support and enable sound decision making • Excellent coalition building skills with an ability to communicate and work effectively with a variety of internal and external stakeholders; a persuasive negotiator able to achieve consensus amongst differing opinions • Outstanding presentation and communication skills and the experience and proclivity to be an outgoing spokesperson, relationship builder, and fundraiser • Strong commitment to the professional development of staff; successful track record of recruiting and retaining a diverse team 20 YEARS HARMONY PROJECT 2001-2021 GIVE MUSIC. CHANGE LIVES. School Partnership Director - Job Description • Managing applicable Program Staff • Oversee & Manage programming elements & guiding staff to desired program outcomes each semester (alongside other Program Directors) o Currently working with Musicianship Program • Stepping into Program holes as needed o Transitional Program Manager for HPLA o Transitioning HPLA to program teams • Meet with any partnership inquiries • Research and seek new potential partnerships • Aid in creation of proposals and budgets for potential new partnerships • Helping throughout the entire process of developing and solidifying partnerships. • Work to create and execute vision for in school programming that offers clear benefits to and speaks to goals of schools/partners while also aligning with the mission and goals of Harmony Project. • Hire & Oversee Teaching Artists for In School Partners • Manage all In school Partnerships • Manage all after -school partnerships as needed • Assist Program Directors in any centralized Program efforts o Program staff training o Cultivating Positive team culture & effective communication o Centralized TA communication & trainings o Hire & train staff —Or )(HARMONY `PROJECT Harmony Project is an award -winning research -based 501(c)(3) nonprofit organization that targets at -risk youth in underserved areas of Los Angeles. We promote positive youth development through year- round music lessons and ensemble participation. We are currently_ hiring a full-time Program Manager The ideal candidate will possess: • A personal mission, vision and values that align with Harmony Project's • A passion for social change, community empowerment and youth development • A deep knowledge of music, and preferably a degree in music performance, education or administration • Three -five years previous experience in a similar position in the fields of youth development, music education and/or arts education administration • Creativity, leadership and cooperation skills necessary to develop both a musical/artistic vision and sense of community at a site that has the buy -in of teaching artists, students, families and community partners • Superior written and verbal communication skills, and the ability to work well with diverse stakeholders at every level of the organization • Excellent organizational skills, the ability to smoothly juggle and prioritize multiple complex tasks, and to be able to responsibly delegate as needed to support staff • A strong sense of humor and ability to gracefully handle stressful and sometimes troubling situations • Fluency in all Microsoft Office programs, prior experience using contact databases, bilingual strongly preferred but not required • A driver's license and proof of valid automobile insurance; flexible work schedule to include some weekends, weeknights, and holidays The Program Manager is responsible for: • Overseeing all group and individual lessons and ensemble rehearsals at their site • All student administration at their site, including annual Harmony Project re -enrollment • Organizing and producing end of semester concerts and juries • Creating and overseeing annual budget for their site • Ensuring that students and teachers at their site adhere to all of Harmony Project's policies • Communication with community and site partners • Creating and organizing special programming for parents • Being aware of extra -musical issues in the lives of the families they serve and referring students and families as needed to partner social service providers Excellent benefits; Salary DOE To apply, please send a cover letter, resume and two current references to: paloma@harmony-project.org with Program Manager as the subject line. Harmony Project does not discriminate on the basis of race, sexual orientation, color, gender, religion, national origin or ethnicity in student admissions or in any program it administers. HARMONY PROJECT Job Description - Program Director EST.2001 • LOy Ara eLES, Program Director Job Summary Harmony Project Mission Harmony Project harnesses the transformative power of music to increase access to higher education for underserved students by removing systemic barriers to achievement through academic and social support. Vision A world in which all students —regardless of income, background, or zip code —have equal access to opportunities to make music and the resources needed to enroll in college and beyond. Job Summary Job Title: Program Director Department: Programs Overview: Responsible for long term operations, artistic excellence and community engagement of a group of sites and/or programs. Location: Los Angeles Hours: Full Time Reports To: Senior Director of Programs HA£F 1r.ONY PROJECT Job Description - Program Director I:>1 001 • LO$AN(;ELE5, 00 Program Director Role and Responsibilities Main Duties and Responsibilities 1. Strive to create and implement programming that is culturally responsive, community based and anti -racist, aligning with Harmony Project's mission 2. Implement musical programming for a group of programs 3. Creates budget for approval and track budgets of programs 4. Supports Program Staff as both a team and individual 5. Oversee and participate in the recruitment and hiring of Teaching Artists 6. Maintains ongoing working relationships with partner organizations 7. On -site supervision and support as needed 8. Strengthen partnerships with all stakeholders (students, families, Teaching Artists, program partners, community leaders and organizations, donors) HARMONY P R OC T Job Description - Program Director EST 2001 • LOS "\ Requirements Harmony Project assesses candidates through their applications, references, and interviews. Personality Education Experience Skills Essential • A love for working with youth • Enthusiasm for community -based social change work • Flexibility and a sense of humor • College education, with a strong background in youth education and program management, preferably in the field of music or community development • 5+ years experience working in a related field • 5+ years experience in management • Knowledge of working in community and school partnerships • Strong Computer and Technical skills • Excellent communication skills with program staff and families • Ability to thrive in a continually evolving environment Desirable • Spanish proficiency or HA NY PRO CT EST. 2001. LO- A ELES, CA 12/21/2021 Dear Teaching Artists, Thank you for your interest in the Harmony Project. Please review this job description and requirements and apply by submitting the following application documents here. 1. Resume 2. Cover letter highlighting your teaching experience and any experience in community -based music programs 3. Two references 4. Sample lesson plan The chosen candidate will need to complete a TA orientation and background checks. Please be advised that you might need to submit proof of COVID vaccination to be eligible to work at certain program sites. We will be accepting applications until January 25, 2022. Please contact us with any questions, and we look forward to meeting you. Sincerely, Harmony Project faculty@harmony-oroiect.orcl PROJECT Job Description -Teaching Artist Teaching Artist Job Description Harmony Project Mission Harmony Project harnesses the transformative power of music to increase access to higher education for underserved students by removing systemic barriers to achievement through academic and social support. Vision A world in which all students —regardless of income, background, or zip code —have equal access to opportunities to make music and the resources needed to enroll in college and beyond. Job Summary Job Title: Teaching Artist Department: Programming Focus: To introduce and engage new music students ensuring they acquire foundational musical skills. Locations: Los Angeles (see specific job Openings below) Hours: Dependent upon program site Reports To: Program Manager Job Openings (as of 12/21/2021) Start Date: 1/31/2022 Hollywood • Teaching Artist - Guitar • Teaching Artist - Percussion La Habra Area • Teaching Artist - Violin LAX Area (RYO) • Teaching Artist - Mariachi • Orchestra Sectional Coach - Woodwinds pg. 2 of 6 P o n Job Description -Teaching Artist EST. 2001 • LO y AfVELES, CA J w • Orchestra Sectional Coach - Brass USC Area (EXPO) • Orchestra Sectional Coach - Woodwinds • Orchestra Sectional Coach - Brass • Orchestra Sectional Coach - Strings pg. 3 of 6 HARMONYO Job Description -Teaching Artist EST. 220'01. LOS APJ6E1.6_CA Teaching Artist Role and Responsibilities Main Duties and Responsibilities 1. Strive to create programming that is culturally responsive, community based and anti -racist, aligning with Harmony Project's mission. 2. Provide in -person or virtual instruction, and possibly some in -person instruction, to students in two age groups: 8-10 years old and 10-17 years old.. 3. Proficiency for Online Teaching Platforms a. Zoom b. Google Classroom and/or BAND app 4. Teaching a. Collaboratively and open to feedback from HP staff and students and families. b. Implement a curriculum that is holistic and takes into account our students mental, emotional and physical wellbeing. c. Incorporates lesson planning that highlights our student's diasporas d. Prioritizes musical language fluency through various methods over conservatory approaches i. Example: Students are encouraged to creatively engage with their surroundings to create music and sound e. Creatively teach weekly group lessons f. Comfortable using technology to teach music i. Filming pre-recorded material for students ii. Recording voiceover material for students iii. Innovative with technology in classes g. Assess student music learning outcomes via Data Management System (PowerSchool) h. Prepare students & Create Content for i. End of Year Culminating Event pg. 4 of 6 PRO ECT job Description -Teaching Artist EST Zoos • LOS ANGELES, CA 5. Progress Check -in Assessments a. Regularly communicate with parents, ensuring they are notified of their child's musical progress and development while also keeping them informed on the child's active participation and attendance. b. Identifies struggling students early and create a plan to address the issue c. Regularly communicate with HP staff 6. Professional Responsibilities a. Maintain attendance records via Data Management System (PowerSchool) b. Weekly contact with families c. Plan and co -teach with fellow teaching artists d. Attend mandatory peer exchanges and professional development workshops throughout the year (approximately 8 hours) e. Execute additional administrative tasks as necessary pg. 5 of 6 PRO ECT Job Description -Teaching Artist EST. 2001 LOS ANGELES, CA Requirements Harmony Project assesses candidates through their applications, references, interviews, and lesson observations Essential Desirable Personality • A love for working with youth ages 5-18 • Enthusiasm for community -based social change work • Flexibility and a sense of humor • Committed to becoming a Culturally Responsive Educator Education • Musical fluency • Knowledge of Suzuki, Orff, • Classroom management ability Kodaly, or other pedagogy • Degree in specific music discipline/ arts education and/or equivalent experience Experience • • • • Skills • • • Music Pedagogy Experienced teaching artist experience (minimum 3 years) Experience with young students with no prior musical knowledge Experience engaging openly and effectively with students, parents and program staff Ability to engage classes of up to 30 students Ability to differentiate instruction Knowledge and use of developmentally appropriate and culturally diverse repertoire. Ability to tune/replace and do minor repairs on instrument Excellent communication skills with program staff and families Online teaching proficiency Time Management Experience with both group and private lessons at all levels Ability to empower students as owners and creators • Spanish proficiency pg. 6 of 6 SECRETARY OF STATE I, BILL JONES, Secretary of State of the State of California, hereby certify: That the attached transcript of 2 page(s) has been compared with the record on file in this office, of which it purports to be a copy, and that it is full, true and correct. IN WITNESS WHEREOF, I execute this certificate and affix the Great Seal of the State of California this day of Secretary of State SeclState Form CE -107 fray 9%981 OSP 98 13524 MUJO414J ENDORSED - FILET in the office of the Secretary of Sta of the Mato of Caldomia CERTIi KATE OF AMENDMENT AND RESTATEMENT OF 1Hl; APR 2 3 2001 ARTICLES OF INCORPORATION OF PROJECT HARMONY SILL JONES, Settfetary of Slate C. Timothy Smoot certify that: 1. I am the sole incorporator of Project Harmony, a California nonprofit public benefit corporation. 2. The corporation has no members. 3. Directors were not named in the articles of incorporation and have not been appointed or elected. 4. I restate and adopt the following Articles of Incorporation of Project Harmony: ONE - NAME: The name of this corporation is Project Harmony. TWO - PURPOSE: This Corporation is a nonprofit public benefit corporation and is not organized for the private gain of any•person. It is organized under the Nonprofit Public Benefit Corporation Law for public and charitable purposes. The Corporation's purposes are (a) to promote the healthy growth and development of children through the study, practice, and performance of music, (b) to build healthier communities by investing in the positive development of children through music, and (c) to develop children as musical ambassadors of peace, hope, and understanding amongst people of diverse cultures, backgrounds, and beliefs. The Corporation is organized and operated exclusively for educational and charitable purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code or the corresponding provision of any future United States internal revenue law. Despite any other provision in these Articles, the corporation shall not, except to an insubstan- tial degree, engage in any activities or exercise any powers that do not further the purposes of this corporation, and the corporation shall not carry on any other activities not permitted to be carried on by (a) a corporation exempt from income tax under Internal Revenue Code section 501(c)(3) or the corresponding provision of any future United States internal revenue law, or (b) a corporation, con- tributions to which are deductible under Internal Revenue Code section 170(c)(2) or the corre- sponding provision of any future United States internal revenue law. THREE — AGENT FOR SERVICE OF PROCESS: The name and address in this state of this Corporation's initial agent for service of process is: C. Timothy Smoot Project Harmony Suite 263 23505 Crenshaw Blvd. Torrance, CA 90505-5221 FOUR — TAX EXEMPT STATUS: (a) No substantial part of the activities of the Corporation shall consist of lobbying or propaganda, or otherwise attempting to influence legislation, except as provided in Internal Revenue Code section 501(h). The Corporation shall not participate or inter- vene in any political campaign on behalf of any candidate for public office, including the publishing Page 2 Certificate of Amendment of Articles of Incorporation of Project Harmony or distributing of statements on behalf of any candidate. (b) The property of the Corporation is irrevocably dedicated to the purposes set forth in Article Two. No part of the net earnings of the Corporation shall ever inure to the benefit of any director, trustee, officer, member, or to the benefit of any private person except as permitted under Section 5233 of the California Corporations Code. (c) Upon the dissolution or winding up of the Corporation, after paying or adequately providing for the debts, obligations, and liabilities of the Corporation, the remaining assets of the Corporation shall be distributed to one or more organizations that is or are organized and operated exclusively for educational and charitable purposes and which has or have established tax exempt status under Internal Revenue Code Section 501(c)(3) or corresponding provisions of any future internal revenue law. FIVE — INDEMNIFICATION OF AGENTS: The Corporation is authorized to provide indemni- fication of agents in accordance with Section 5238 of the Corporations Code. C. Timothy S oot Each of the undersigned declares under penalty of perjury under the laws of the State of California that the statements in the foregoing certificate are true and correct of his or her own knowledge and that this declaration was executed on April 18, 2001, at Torrance, California. BYLAWS OF THE HARMONY PROJECT A California Nonprofit Public Benefit Corporation November 2005 TABLE OF CONTENTSError! Bookmark not defined. BYLAWS OF THE HARMONY PROJECT1 § 1. Name 1 § 2. Principal Office 1 § 3. Other Offices 1 § 4. General and Specific Purposes; Limitations 1 § 5. Construction and Definitions 1 § 6. Dedication of Assets § 7. Corporation Without Members § 8. General Powers of The Board Of Directors 7 § 9. Specific Powers § 10. Number of and Term of Office for Directors 3 § 11. Restriction on Interested Persons as Directors 3 § 12. Election of Directors 3 § 13. Events Causing Vacancies on Board 3 § 14. Resignation of Directors 4 § 15. No Vacancy on Reduction of Number of Directors 4 § 16. Place of Board Meetings 4 § 17. Meetings by Telephone or Other Telecommunications Equipment 4 § 18. Annual and Other Meetings 4 § 19. Authority To Call Special Meetings 4 § 20. Notice of Special Meetings 5 § 21. Quorum 5 § 22. Waiver of Notice 5 § 23. Adjournment 5 § 24. Notice of Adjourned Meeting 6 § 25. Action Without a Meeting 6 § 26. Compensation and Reimbursement 6 § 27. Creation and Powers of Committees 6 § 28. Meetings and Action of Committees 7 § 29. Offices Held 7 § 30. Election of Officers 7 § 31. Appointment of Other Officers 7 § 32. Removal of Officers 7 § 33. Resignation of Officers 8 § 34. Vacancies in Office 8 § 35. Chairman of the Board 8 36. Chief Executive Officer 8 § 37. President and Executive Director 8 § 38. Vice Presidents 8 § 39. Secretary 9 § 40. Chief Financial Officer 9 § 41. Contracts With Directors and Officers 9 § 42. Loans to Directors and Officers 10 § 43. Indemnification 10 Page ii Bylaws of Project Harmony — November 2005 § 44. Insurance 11 § 45. Maintenance of Corporate Records 11 § 46. Directors' Right To Inspect 11 § 47. Annual Report 11 § 48. Annual Statement of Certain Transactions and Indemnifications 12 CERTIFICATE OF SECRETARY BYLAWS OF THE HARMONY PROJECT A California Nonprofit Public Benefit Corporation § 1. Name The name of this corporation is The Harmony Project. § 2. Principal Office The principal office for the transaction of the activities and affairs of this corporation is located at 2010 N. Vine Street. Hollywood, CA 90049, in Los Angeles County, California. The Board of Di- rectors (the "Board") may change the location of the principal office. The Secretary shall note any such change on these bylaws opposite this Section; alternatively, this Section may be amended to state the new location. § 3. Other Offices The Board may at any time establish branch or subordinate offices at any place or places where this corporation is qualified to conduct its activities. § 4. General and Specific Purposes; Limitations The purposes of this corporation are (a) to promote the healthy growth and development of children through the study, practice, and performance of music, (b) to build healthier communities by in- vesting in the positive development of children through music, and (c) to develop children as musi- cal ambassadors of peace, hope, and understanding amongst people of diverse cultures. back- grounds, and beliefs. The Corporation is organized and operated exclusively for educational and charitable purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code or the corresponding provision of any future United States internal revenue law. Despite any other provi- sion in these Articles, the corporation shall not, except to an insubstantial degree, engage in any ac- tivities or exercise any powers that do not further the purposes of this corporation, and the corpora- tion shall not carry on any other activities not permitted to be carried on by (a) a corporation exempt from income tax under Internal Revenue Code section 501(c)(3) or the corresponding provision of any future United States internal revenue law, or (b) a corporation, contributions to which are de- ductible under Internal Revenue Code section 170(c)(2) or the corresponding provision of any future United States internal revenue law. § 5. Construction and Definitions Unless the context requires otherwise, the general provisions, rules of construction, and definitions in the California Nonprofit Corporation Law shall govern the construction of these bylaws. Without limiting the generality of the preceding sentence, the masculine gender includes the feminine and neuter, the singular includes the plural, the plural includes the singular, and the term "person" in- cludes both a legal entity and a natural person. Page 2 Bylaws of Project Harmony — November 2005 § 6. Dedication of Assets This corporation's assets are irrevocably dedicated to public benefit and charitable purposes. No part of the net earnings, properties, or assets of the corporation, on dissolution or otherwise, shall inure to the benefit of any private person or individual, or to any director or officer of the corpora- tion. On liquidation or dissolution, all properties and assets remaining after payment. or provision for payment, of all debts and liabilities of the corporation shall be distributed to a nonprofit find, foundation. or corporation that is organized and operated exclusively for charitable purposes and that has established its exempt status under Internal Revenue Code section 501(c)(3). § 7. Corporation Without Members This corporation shall have no voting members within the meaning of the Nonprofit Corporation Law. The corporation's Board of directors may, in its discretion, admit individuals to one or more classes of nonvoting members; the class or classes shall have such rights and obligations as the Board finds appropriate. § 8. General Powers of The Board Of Directors Subject to the provisions and limitations of the California Nonprofit Public Benefit Corporation Law and any other applicable laws, and subject to any limitations of the articles of incorporation or bylaws. the corporation's activities and affairs shall be managed, and all corporate powers shall be exercised, by or under the direction of the Board. § 9. Specific Powers Without prejudice to the general powers set forth in Section 8 of these bylaws, but subject to the same limitations, the Board shall have the power to: a. Appoint and remove, at the pleasure of the Board, all corporate officers, agents, and em- ployees; prescribe powers and duties for them as are consistent with the law, the articles of incorporation, and these bylaws; fix their compensation; and require from them security for faithful service. b. Change the principal office or the principal business office in California from one location to another; cause the corporation to be qualified to conduct its activities in any other state, territory. dependency, or country; conduct its activities in or outside California; and desig- nate a place in or outside California for holding any meeting of members. c. Borrow money and incur indebtedness on the corporation's behalf and cause to be exe- cuted and delivered for the corporation's purposes, in the corporate name. promissory notes. bonds. debentures, deeds of trust, mortgages, pledges, hypothecations, and other evidences of debt and securities. Page 3 Bylaws of Project Harmony — November 2005 § 10. Number of and Term of Office for Directors The Board of Directors shall consist of at least five (5) but no more than fifteen (15) directors unless changed by amendment to these bylaws. The exact number of directors shall be fixed, within those limits, by a resolution adopted by the Board of directors. The term of office of each director shall be for 3 years or such lesser time, as the Board shall determine by resolution. The terms of the Board members shall be staggered with approximately one-third of the directors elected each year. as the Board shall determine by resolution. § 11. Restriction on Interested Persons as Directors No more than 49 percent of the persons serving on the Board may be "interested persons." An in- terested person is (a) any person compensated by the corporation for services rendered to it within the previous 12 months, whether as a full-time or part-time employee, independent contractor. or otherwise, excluding any reasonable compensation paid to a director as director; and (b) any brother, sister, ancestor, descendant, spouse, brother-in-law, sister-in-law, son-in-law, daughter-in-law, mother-in-law. or father-in-law of such person. However, any violation of this paragraph shall not affect the validity or enforceability of transactions entered into by the corporation. § 12. Election of Directors The Board shall elect directors to fill vacancies on the Board in accordance with procedures that the Board establishes by resolution. In re-electing directors, the Board shall take into account the following: a. The director's overall contribution to The Harmony Project. b. The director's fundraising efforts and success. c. The director's attendance at board meetings, concerts, and recitals. Project Harmony's goal is that all directors attend at least two student events, concerts, or recitals. per year and four Board meetings. Meeting these goals is not required to be re-elected a director but are factors the Board will consider in re-electing directors. Vacancies on the Board may be filled by approval of the Board or, if the number of directors then in office is less than a quorum, by (1) the unanimous written consent of the directors then in office, (2) the affirmative vote of a majority of the directors then in office at a meeting held according to notice or waivers of notice complying with Corporations Code section 5211, or (3) a sole remaining director. § 13. Events Causing Vacancies on Board A vacancy or vacancies on the Board shall occur in the event of (a) the death or resignation of any director; (b) the declaration by resolution of the Board of a vacancy in the office of a director who has been convicted of a felony, declared of unsound mind by a court order, or found by final order or judgment of any court to have breached a duty under California Nonprofit Public Benefit Corpo- ration Law, Chapter 2, Article 3; (c) the vote of the majority of the Board to remove the director; or (d) the increase of the authorized number of directors. Page 4 Bylaws of Project Harmony — November 2005 § 14. Resignation of Directors Except as provided below, any director may resign by giving written notice to the Chairman of the Board, if any. or to the President, or the secretary of the Board. The resignation shall be effective when the notice is given unless it specifies a later time for the resignation to become effective. Except on notice to the California Attorney General, no director may resign if the corporation would be Ieft without a duly elected director. § 15. No Vacancy on Reduction of Number of Directors Any reduction of the authorized number of directors shall not result in any director being removed before his or her term of office expires. § 16. Place of Board Meetings Meetings of the Board shall be held at any place within or outside California that has been desig- nated by resolution of the Board or in the notice of the meeting or, if not so designated, at the prin- cipal office of the corporation. § 17. Meetings by Telephone or Other Telecommunications Equipment The Board may hold any meeting may by conference telephone, video screen communication, or other communications equipment. Participation in a meeting under this Section shall constitute presence in person at the meeting if all of the following apply: (a) Each member participating can communicate concurrently with all other members. (b) Each member is provided the means of participating in all matters, including the capacity to propose, or to interpose an objection to, a specific action to be taken by the corporation. (c) The Board has adopted and implemented a means of verifying both that (1) a person participating in the meeting is a director or other person entitled to participate in the Board meeting and (2) all actions of or votes by the Board are taken or cast only by the directors and not by persons who are not directors. § 18. Annual and Other Meetings At least annually, the Board shall hold a general meeting for purposes of organization, election of officers, and transaction of other business. Notice of this meeting is not required. Other general meetings of the Board may be held without notice at such time and place as the Board may fix. § 19. Authority To Call Special Meetings Special meetings of the Board for any purpose may be called at any time by the Chairman of the Board, if any_ the President or any vice President, the secretary, or any two directors. Page 5 Bylaws of Project Harmony — November 2005 § 20. Notice of Special Meetings Notice of the tinie and place of special meetings shall be given to each director by (a) personal de- livery of written notice; (b) first-class mail, postage prepaid; (c) telephone, including a voice mes- saging system or other system or technology designed to record and communicate messages. either directly to the director or to a person at the director's office who would reasonably be expected to communicate that notice promptly to the director; (d) facsimile; (e) electronic mail; or (f) other electronic means. All such notices shall be given or sent to the director's address, telephone number, or e-mail address as shown on the corporation's records. Notices sent by first-class mail shall be deposited in the United States mails at least 5 days before the time set for the meeting. Notices given by personal delivery, telephone, or electronic mail shall be delivered. telephoned, or sent, respectively, at least 48 hours before the time set for the meeting. The notice shall state the time of the meeting and the place, if the place is other than the corpora- tion's principal office. The notice need not specify the purpose of the meeting. § 21. Quorum A majority of the authorized number of directors constitutes a quorum for transacting any business except adjournment. Every action taken or decision made by a majority of directors present at a duly held meeting at which a quorum is present shall be an act of the Board, subject to the more stringent provisions of the California Nonprofit Public Benefit Corporation Law. including, without limitation, those provisions relating to (a) approval of contracts or transactions in which a director has a direct or indirect.material financial interest, (b) approval of certain transactions between corporations having common directorships, (c) creation of and appointments to committees of the Board. and (d) indemnification of directors. A meeting at which a quorum is initially present may continue to transact business, despite withdrawal of some directors from that meeting, if any action taken or decision made is approved by at least a majority of the quorum for that meeting. § 22. Waiver of Notice Notice of a meeting need not be given to any director who, either before or after the meeting. signs a waiver of notice, a written consent to the holding of the meeting, or an approval of the minutes of the meeting. The waiver of notice or consent need not specify the purpose of the meeting. All such waivers, consents, and approvals shall be filed with the corporate records or made part of the meet- ing minutes. Notice of a meeting need not be given to any director who attends the meeting and who, before or at the beginning of the meeting, does not protest the lack of notice to him or her. § 23. Adjournment A majority of the directors present, whether or not a quorum is present, may adjourn any meeting to another time and place. Page 6 Bylaws of Project Harmony — November 2005 § 24. Notice of Adjourned Meeting Notice of the time and place of holding an adjourned meeting need not be given unless the original meeting is adjourned for more than 24 hours. If the original meeting is adjourned for more than 24 hours. notice of any adjournment to another time and place shall be given, before the time of the adjourned meeting. to the directors who were not present at the time of the adjournment. § 25. Action Without a Meeting Any action that the Board is required or permitted to take may be taken without a meeting if all Board members consent in writing to the action; provided, however, that the consent of any director who has a material financial interest in a transaction to which the corporation is a party and who is an "interested director" as defined in Corporations Code section 5233 shall not be required for ap- proval of that transaction. Such action by written consent shall have the same force and effect as any other validly approved action of the Board. All such consents shall be filed with the Board minutes. § 26. Compensation and Reimbursement Directors and members of committees of the Board may receive such compensation, if any, for their services as directors or officers, and such reimbursement of expenses, as the Board may establish by resolution to be just and reasonable as to the corporation at the time that the resolution is adopted. § 27. Creation and Powers of Committees The Board. by resolution adopted by a majority of directors then in office, may create one or more committees, each consisting of at least two directors. Individuals who are not directors may be committee members but all committee action must be approved by a majority of directors on the committee. Appointments to committees of the Board shall be by majority vote of the directors then in office. The Board may appoint one or more directors as alternate members of any such conunit- tee, who may replace any absent member at any meeting. Any such conunittee shall have all the authority of the Board to the extent provided in the Board resolution, except that no committee may: (a) Fill vacancies on the Board or any committee of the Board; (b) Fix compensation of the directors for serving on the Board or on any committee; (c) Amend or repeal bylaws or adopt new bylaws; (d) Amend or repeal any resolution of the Board that by its express terms is not so amend- able or repealable; (e) Create any other committees of the Board or appoint the members of committees of the Board: Page 7 Bylaws of Project Harmony— November 2005 (f) Expend corporate funds to support a nominee for director if more people have been nominated for director than can be elected; or (g) Approve any contract or transaction to which the corporation is a party and in which one or more of its directors has a material financial interest, except as special approval is pro- vided for in Corporations Code section 5233(d)(3). § 28. Meetings and Action of Committees Meetings and actions of committees of the Board shall be governed by, held, and taken under the provisions of these bylaws concerning meetings and other Board actions, except that the time for general meetings of such committees and the calling of special meetings of such committees may be set either by Board resolution or, if none, by resolution of the committee. Minutes of each meeting shall be kept and shall be filed with the corporate records. The Board may adopt rules for the gov- ernance of any committee as long as the rules are consistent with these bylaws. If the Board has not adopted rules, the committee may do so. § 29. Offices Held The officers of this corporation shall be a Chief Executive Officer, an Executive Director, a Presi- dent, a Secretary. and a Chief Financial Officer who shall also hold the position of Treasurer. The corporation. at the Board's discretion, may also have a Chairman of the Board, one or more Vice Presidents, one or more Assistant Secretaries, one or more Assistant Treasurers, and such other offi- cers may be appointed tinder Section 31 of these bylaws. The same person may hold any number of offices, except that neither the Secretary nor the Chief Financial Officer may serve concurrently as either the President or the Chairman of the Board. § 30. Election of Officers The officers of this corporation, except any appointed under Section 31 of these bylaws, shall be chosen annually by the Board and shall serve at the pleasure of the Board, subject to the rights of any officer under any employment contract. § 31. Appointment of Other Officers The Board may appoint and authorize the Chairman of the Board, the President, or another officer to appoint any other officers that the corporation may require. Each appointed officer shall have the title and authority, hold office for the period, and perform the duties specified in the bylaws or es- tablished by the Board. § 32. Removal of Officers Without prejudice to the rights of any officer under an employment contract, the Board may remove any officer with or without cause. The Board may confer the power of removal of an officer whom the Board did not choose on any other officer. Page 8 Bylaws of Project Harmony — November 2005 § 33. Resignation of Officers Any officer may resign at any time by giving written notice to the Board. The resignation shall take effect on the date the notice is received or at any later time specified in the notice. Unless otherwise specified in the notice, the resignation need not be accepted to be effective. Any resignation shall be without prejudice to any rights of the corporation under any contract with the officer. § 34. Vacancies in Office A vacancy in any office because of death, resignation, removal, disqualification, or any other cause shall be filled in the manner prescribed in these bylaws for normal appointments to that office. pro- vided, however, that vacancies need not be filled on an annual basis. § 35. Chairman of the Board If a Chairman of the Board -of directors is elected, he or she shall preside at Board meetings and shall exercise and perform such other powers and duties as the Board may assign from time to time. If there is no Chief Executive Officer or President, the Chairman of the Board shall also be the chief executive officer and shall have the powers and duties of the President of the corporation set forth in these bylaws. 36. Chief Executive Officer Subject to such supervisory powers as the Board may give to the. Chairman of the Board, if any, and subject to the control of the Board, the Chief Executive Officer shall supervise, direct, and control the corporations activities, affairs, and officers. In the absence of the Chairman of the Board, the Chief Executive Officer shall preside at all Board meetings. The Chief Executive Officer shall have such other powers and duties as the Board or the bylaws may require. § 37. President and Executive Director Subject to such supervisory powers as the Board may give to the Chairman of the Board and the Chief Executive Officer. if any, and subject to the control of the Board, the President shall be the executive director and general manager of the corporation and shall supervise, direct, and control the corporation's activities, affairs, and officers. In the absence of the Chairman of the Board and the Chief Executive Officer, the President shall preside at all Board meetings. The President shall have such other powers and duties as the Board or the bylaws may require. § 38. Vice Presidents tithe President is absent or disabled, the vice presidents, if any, in order of their rank as fixed by the Board, or_ if not ranked, a vice president designated by the Board, shall perform all duties of the President. When so acting, a vice president shall have all powers of and be subject to all restrictions on the President. The vice presidents shall have such other powers and perform such other duties as the Board or the bylaws may require. Page 9 Bylaws of Project Harmony — November 2005 § 39. Secretary The Secretary shall keep or cause to be kept, at the corporation's principal office or such other place as the Board may direct, a book of minutes of all meetings, proceedings, and actions of the Board and of committees of the Board. The minutes of meetings shall include the time and place that the meeting was held; whether the meeting was annual, general, or special, and, if special, how author- ized; the notice given: and the names of persons present at Board and committee meetings. The secretary shall keep or cause to be kept, at the principal California office, a copy of the articles of incorporation and bylaws, as amended to date. The secretary shall give, or cause to be given, notice of all meetings of the Board and of committees of the Board that these bylaws require to be given. The secretary shall keep the corporate seal, if any, in safe custody and shall have such other powers and perform such other duties as the Board or the bylaws may require. § 40. Chief Financial Officer The Chief Financial Officer shall keep and maintain, or cause to be kept and maintained, adequate and correct books and accounts of the corporation's properties and transactions. The Chief Finan- cial Officer shall send or cause to be given to the directors such financial statements and reports as are required to be given by law, by these bylaws, or by the Board. The books of account shall be open to inspection by any director at all reasonable times. The Chief Financial Officer shall (i) deposit, or cause to be deposited, all money and other valuables in the name and to the credit of the corporation with such depositories as the Board may designate; (ii) disburse the corporation's funds as the Board may order; (iii) render to the Chief Executive Of- ficer, President, Chairman of the Board, if any, and the Board, when requested, an account of all transactions as Chief Financial Officer and of the financial condition of the corporation; and (iv) have such other powers and perform such other duties as the Board or the bylaws may require. If required by the Board, the Chief Financial Officer shall give the corporation a bond in the amount and with the surety or sureties specified by the Board for faithful performance of the duties of the office and for restoration to the corporation of all of its books, papers, vouchers, money, and other property of every kind in the possession or under the control of the Chief Financial Officer on his or her death_ resignation, retirement, or removal from office. § 41. Contracts With Directors and Officers No director of this corporation nor any other corporation, firm, association, or other entity in which one or more of this corporation's directors have a material financial interest, shall be interested, di- rectly or indirectly, in any contract or transaction with this corporation, unless (a) the material facts regarding that director's financial interest in such contract or transaction or regarding such common directorship, officer status, or financial interest are fully disclosed in good faith and noted in the minutes, or are known to all members of the Board prior to the Board's consideration of such con- tract or transaction; (b) such contract or transaction is authorized in good faith by a majority of the Page 10 Bylams of Project Harmony— November 2005 Board by a ' ote sufficient for that purpose without counting the votes of the interested directors; (c) before authorizing or approving the transaction, the Board considers and in good faith decides after reasonable investigation that the corporation could not obtain a more advantageous arrangement with reasonable effort under the circumstances; and (d) the corporation for its own benefit enters into the transaction. which is fair and reasonable to the corporation at the time the transaction is en- tered into. This Section does not apply to a transaction that is part of an educational or charitable program of this corporation if it (a) is approved or authorized by the corporation in good faith and without un- justified favoritism and (b) results in a benefit to one or more directors or their families because they are in the class of persons intended to be benefited by the educational or charitable program of this corporation. § 42. Loans to Directors and Officers This corporation shall not lend any money or property to or guarantee the obligation of any director or officer without the approval of the California Attorney General; provided, however, that the cor- poration may advance money to a director or officer of the corporation for expenses reasonably an- ticipated to be incurred in the performance of his or her duties if that director or officer would be entitled to reimbursement for such expenses by the corporation. § 43. Indemnification To the fullest extent permitted by law, this corporation shall indemnify its directors. officers. em- ployees, and other persons described in Corporations Code section 5238(a), including persons for- merly occupying any such positions, against all expenses, judgments, fines, settlements. and other amounts actually and reasonably incurred by them in connection with any "proceeding," as that tern is used in that section, and including an action by or in the right of the corporation, by reason of the fact that the person is or was a person described in that section. "Expenses," as used in this bylaw, shall have the same meaning as in that section of the Corporations Code. On written request to the Board by any person seeking indemnification under Corporations Code section 5238(b) or section 5238(c), the Board shall promptly decide under Corporations Code sec- tion 5238(e) whether the applicable standard of conduct set forth in Corporations Code section 5238(b) or section 5238(c) has been met and, if so, the Board shall authorize indemnification. To the fullest extent permitted by law and except as otherwise determined by the Board in a specific instance, expenses incurred by a person seeking indemnification under this Section of these bylaws in defending any proceeding covered by this Section shall be advanced by the corporation before final disposition of the proceeding, on receipt by the corporation of an undertaking by or on behalf of that person that the advance will be repaid unless it is ultimately found that the person is entitled to be indemnified by the corporation for those expenses. Page 11 Bylaws s of Project Harmony — November 2005 § 44. 'Insurance This corporation shall have the right, and shall use its best efforts, to purchase and maintain insur- ance to the full extent permitted by law on behalf of its officers, directors, employees. and other agents. to cover any liability asserted against or incurred by any officer, director, employee. or agent in such capacity or arising from the officer's, director's, employee's, or agents status as such. § 45. Maintenance of Corporate Records This corporation shall keep: (a) Adequate and correct books and records of account; and (b) Written minutes of the proceedings of the Board, and committees of the Board: and § 46. Directors' Right To Inspect Every director shall have the absolute right at any reasonable time to inspect the corporation's books. records. documents of every kind, physical properties, and the records of each subsidiary The director, the director's agent, or the director's attorney may make any such inspection. The right of inspection includes the right to copy and make extracts of documents. § 47. Annual Report The Board shall cause an annual report to be sent to directors within 120 days after the end of the corporation's fiscal year. That report shall contain the following information, in appropriate detail: (a) The assets and liabilities, including the trust funds, of the corporation as of the end of the fiscal year; (b) The principal changes in assets and liabilities, including trust funds; (c) The corporation's revenue or receipts, both unrestricted and restricted to particular purposes; (d) The corporation's expenses or disbursements for both general and restricted purposes; (e) Any information required by Section 48 of these bylaws; and (f) An independent accountants' report or, if none, the certificate of an authorized officer of the corporation that such statements were prepared without audit from the corporation's books and records. Page 12 Bylaws of Project Harmony — November 2005 This requirement of an annual report shall not apply if the corporation receives less than $25.000 in gross receipts during the fiscal year, provided, however, that the information specified above for in- clusion in an annual report must be furnished annually to all directors. § 48. Annual Statement of Certain Transactions and Indemnifications As part of the annual report to all members, or as a separate document if no annual report is issued. the corporation shall, within 120 days after the end of the corporation's fiscal year. annually prepare and mail or deliver to each director a statement of any transaction or indemnification of the follow- ing kind: (a) Any transaction (i) in which the corporation, or its parent or subsidiary, was a party. (ii) in which an "interested person" had a direct or indirect material financial interest, and (c) which involved more than $50,000 or was one of several transactions with the same inter- ested person involving, in the aggregate, more than $50,000. For this purpose, an "interested person" is either: (1) Any director or officer of the corporation, its parent, or subsidiary (but mere common directorship shall not be considered such an interest); or (2) Any holder of more than 10 percent of the voting power of the corporation, its parent, or its subsidiary. The statement shall include a brief description of the transaction, the names of interested persons involved, their relationship to the corporation, the nature of their interest in the transaction and, if practicable, the amount of that interest, provided that if the transaction was with a partnership in which the interested person is a partner, only the interest of the partnership need be stated. (b) Any indemnifications or advances aggregating more than $10,000 paid during the fiscal year to any officer or director of the corporation. Page 13 Bylaws of Project Harmony — November 2005 CERTIFICATE OF SECRETARY I certify that 1 ain the duly elected and acting Secretary of Project Harmony, a California nonprofit public benefit corporation; that these bylaws, consisting of 12 pages, are the bylaws of this corpora- tion as adopted by the Board of directors on May 8, 2001 and Amended on November 15. 2005: and that these bylaws have not been amended or modified since that date. Executed on December 8. 2005 at Torrance, California. ---Ageeer7 C. Timothy Smoot ecretary THE HARMONY PROJECT (A Nonprofit California Corporation) FINANCIAL STATEMENTS AND INDEPENDENT AUDITORS' REPORT Years Ended June 30, 2022 And June 30, 2021 THE HARMONY PROJECT (A Nonprofit California Corporation) Years Ended June 30, 2022 And June 30, 2021 TABLE OF CONTENTS Page Accountant's Report 2 Financial Statements Statements of financial position 4 Statements of activities 5 Statements of functional expenses 6 Statements of cash flows 7 Notes to financial statements 8-17 1 RAUL R. CARREGA Certified Public Accountant 412 W. Broadway, Suite 301 Glendale, California 91204 (818) 248-6325 INDEPENDENT AUDITORS' REPORT To the Board of Directors of The Harmony Project Los Angeles, California February 28, 2023 have audited the accompanying statement of financial position of The Harmony Project (a nonprofit organization), which comprise the statements of financial position as of June 30, 2022 and 2021, and the related statements of activities, functional expenses and cash flows for the years then ended, and the related notes to the financial statements. Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these Financial Statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor's Responsibility My responsibility is to express an opinion on these financial statements based on our audits. I conducted our audits in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimate made by management, as well as evaluating the overall presentation of the financial statements. 2 I believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. Opinion In my opinion, the financial statements referred to above present fairly, in all material respects, the financial position of The Harmony Project as of June 30, 2022 and 2021, and the changes in its net assets and its cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America. Raab Ccu regecv Glendale, California 3 The Harmony Project Statement of Financial Position June 30, 2022 with comparative totals for June 30, 2021 As of June 30 As of June 30 Current Assets: 2022 2021 Cash & Cash Equivalents (note 2) $ 878,295 $ 894,244 Prepaid expenses 19,906 65,543 898,201 959,787 Investments Marketable securities, at fair market value (note 3) 341,673 373,645 Property & Equipment:(note 4) Land 2,300,000 - Building & Improvements 708,059 - Vehicle 37,991 37,991 Equipment 485,414 472,471 Office Equipment 100,054 82,409 Less Accumulated Depreciation Other Assets: Shirt Supplies Due from Escrow Deposit Total Assets 3,631,518 (507,198) 3,124,320 700 54,857 12,360 592,871 (467,803) 125,068 700 11,040 $ 4,432,111 $ 1,470,240 Current Liabilities: Accounts Payable 97,558 30,718 Accrued Expenses (note 5) 4,744 1,126 Loan - SBA PPP - 714,660 Loan - Current Portion - Long Term 35,212 3,496 Loan (note 6) Less Current Portion - Long Term Total Liabilities Net Assets: Without Donor Restrictions (note 1) With Donor Restrictions (note 1) Total Net Assets Total Liabilities and Net Assets 137,514 750,000 1,950,135 154,177 (35,212) (3,496) 1,914,923 150,681 2,052,437 900,681 1,179,674 1,200,000 2,379,674 569,559 569,559 $ 4,432,111 $ 1,470,240 See Accompanying Notes 4 The Harmony Project Statement of Activities & Change in Net Assets For the Years Ended June 30, 2022 with comparative totals for the year ended June 30, 2021 Without With Donor Donor 2022 2021 SUPPORT AND REVENUES Restrictions Restrictions Total Total Contributions -Individuals $ 1,310,013 1,200,000 $ 2,510,013 $ 1,510,270 Contributions -Foundations 2,476,402 2,476,402 1,395,189 Contributions -Corporate 189,327 189,327 185,894 Contributions -Government 176,767 176,767 209,390 Contributions -Other 440,213 440,213 212,474 Scholarship -Fund 100,000 100,000 - Service Fees 289,692 289,692 47,826 Interest & Dividends (note 3) 22,094 22,094 16,656 Unrealized Gains (Losses) (note 3) (25,390) (25,390) 90,107 Realized Gains (Losses) (3,830) (3,830) 4 PPP Loan Forgiveness/ERTC 718,191 718,191 - Other Income 11,076 11,076 19,439 In -Kind Donations (note 7) 316,730 316,730 27,864 Net Assets - Restrictions - - - Total Support and Revenues 6,021,285 1,200,000 7,221,285 3,715,113 FUNCTIONAL EXPENSES Salaries -Director 226,828 226,828 152,019 Salaries -Development 323,791 323,791 360,917 Salaries -Other 412,750 412,750 201,464 Program Manager & Coordinators 1,586,634 1,586,634 1,071,921 Teaching Artists 1,095,873 1,095,873 728,773 Employee Benefits 180,171 180,171 160,517 Payroll Taxes 210,989 210,989 142,738 Auto / Transportation 7,114 7,114 5,776 Bank Service Charges 17,920 17,920 19,070 Evaluations 86,364 86,364 80,673 Food 16,634 16,634 1,077 Fund Development 231,403 231,403 128,429 Instrument Repairs 8,898 8,898 2,785 Insurance 48,206 48,206 37,216 Interest 4,291 4,291 4,177 Internet Services 2,101 2,101 1,842 Legal & Accounting 16,193 16,193 13,558 Music Supplies 64,639 64,639 21,393 Musical Outings 6,879 6,879 1,577 Office 81,894 81,894 39,953 Office Supplies 63,034 63,034 36,784 Postage & Delivery 9,754 9,754 12,270 Printing 16,251 16,251 13,678 Rent 91,782 91,782 86,567 Scholarships - College 172,031 172,031 241,683 Site Fees 31,367 31,367 33,345 T -Shirts 2,138 2,138 - Telephone 10,878 10,878 19,086 Training / Conferences 1,279 1,279 5,199 Travel 25,256 25,256 14,493 Contractor - Accounting 76,433 76,433 41,248 Depreciation 39,395 39,395 49,899 In -Kind 242,000 242,000 - Total Functional Expenses 5,411,170 5,411,170 3,730,127 Increase (Decrease) in net assets 610,115 1,200,000 1,810,115 (15,014) Net assets as of beginning of year 569,559 569,559 584,573 Net assets as of end of year $ 1,179,674 1,200,000 $ 2,379,674 $ 569,559 See Accompanying Notes 5 The Harmony Project Statement of Functional Expenses For the Years Ended June 30, June 30, Programs Fundraising General 2022 2021 Payroll expenses: Salaries -Director Salaries -Development Salaries -Other Program Managers Program Coordinators Social Service Coordinator Teaching Artists Employee benefits Payroll taxes Functional Expenses: Auto Expense Bank Service Charges Evaluations Food Fund Development Instrument Repairs Insurance Insurance - Workers Comp Interest -SBA EIDL Loan Internet Services Legal & Accounting Music Supplies Musical Outings Office Office Supplies Postage & Delivery Printing & Reproduction Rent Scholarships - College Site Fees T -Shirts Telephone Training / Conferences Travel Contractor - Accounting Depreciation In -Kind Total Functional Expenses (note 8) $ 96,187 65,610 10,505 313,286 268,812 16,372 127,566 918,707 460,146 207,781 1,087,121 5,275 151,193 5,232 166,449 29,597 65,032 $ 226,828 - 323,791 412,750 918,707 - 460,146 207,781 3,477 1,095,873 23,746 180,171 14,943 210,989 $ 152,019 360,917 201,464 598,923 374,608 98,390 728,773 160,517 142,739 3,366,901 435,372 234,764 4,037,036 2,818,350 6,863 16 85,774 16,634 153,108 8,898 6,738 28,188 4,291 1,824 4,793 64,560 6,879 879 7,691 22 16,251 90,742 172,031 27,402 2,138 3,217 399 8,649 32,367 242,000 $ 4,359,255 116 134 7,113 16,498 1,406 17,920 590 - 86,364 16,634 77,727 568 231,403 8,898 6,616 13,354 5,885 779 34,852 4,291 276 2,100 11,400 16,193 79 64,639 6,879 158 80,859 81,896 74 55,269 63,034 367 9,365 9,754 - 16,251 1,040 91,782 172,031 3,965 31,367 - 2,138 7,661 10,878 310 570 1,279 6,726 9,881 25,256 76,433 76,433 7,028 39,395 242,000 544,863 507,053 $ 5,411,170 $ 3,730,127 5,776 19,070 80,673 1,077 128,429 2,785 12,835 24,381 4,177 1,842 13,558 21,393 1,577 39,951 36,784 12,270 13,678 86,567 241,683 33,345 19,086 5,199 14,493 41,248 49,900 See Accompanying Notes 6 The Harmony Project Statements of Cash Flows For The Years Ended June 30 June 30 2022 2021 CASH FLOW FROM OPERATING ACTIVITIES Increase (Decrease) in net assets Adjustments to reconcile change in net assets to net cash provided by operating activities Depreciation Unrealized (Gains) Loss on equity securities (Increase) decrease in operating assets Prepaids Exchange Deposits Increase (decrease) in operating liabilities Accounts payable Accrued expenses Net cash used by operating activities: $ 1,810,115 $ (15,014) 39,395 25,390 45,637 (54,857) (1,320) 66,840 3,618 49,899 (90,107) (59,642) (29,261) (35,763) 1,934,818 (179,888) CASH FLOW FROM INVESTING ACTIVITIES Acquisition of fixed assets (3,038,647) (8,377) Investments 6,582 (119,177) Net cash used in investing activities CASH FLOWS FROM FINANCING ACTIVITIES Loan - SBA PPP New Borrowings - Short Term Long Term Debt Current Proceeds of Long Term Debt (3,032,065) (127,554) (714,660) 218,756 31,716 1,795,958 154,577 (31,716) (3,496) Net cash used in financing activities 1,081,298 369,837 Net decrease in cash and cash equivalents (15,949) 62,395 CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR 894,244 831,849 CASH AND CASH EQUIVALENTS, END OF YEAR $ 878,295 $ 894,244 SUPPLEMENTAL DISCLOSURES Interest Paid See Accompanying Notes 7 $ 4,291 $ 4,177 THE HARMONY PROJECT Notes to Financial Statements Note:1 Nature of Organization and Significant Accounting Policies Nature of Organization: The Harmony Project (the Organization), a not -for-profit corporation established under the laws of the State of California, established in April 2001 as a Nonprofit Organization that promotes the healthy growth and development of children through the study, practice, and performance of music, to build healthier communities by investing in the positive development of children through music and to develop children as musical ambassadors of peace, hope and understanding amongst people of diverse cultures, backgrounds, and beliefs. The significant accounting policies are as follows: Method of accounting: The financial statements has been prepared utilizing the accrual basis of accounting: Financial statement presentation: The accounts of the Organization are maintained in accordance with the principles of net asset accounting. This is the procedures by which resources for various purposes are classified for accounting and reporting purposes into net asset classes that are in accordance with specified activities or objectives. Accordingly, all financial transactions have been recorded by net asset class as follows: Without donor restrictions. Net assets not subject to donor imposed stipulations or restrictions. With donor restrictions. Net assets subject to donor imposed stipulations or restrictions. At June 30, 2022 the organization had no donor imposed stipulations or restrictions. Cash & Cash Equivalents: The Organization defined cash and cash equivalents as cash in banks, money market funds, and Certificate of Deposits in a security institution. The Organization maintains cash balances at several financial institutions. Cash accounts are insured by the Federal Depository Insurance Corporation up to $250,000. From time to time, cash balances exceed federally insured limits. Investments consist of certificates of deposits with banks. 8 THE HARMONY PROJECT Notes to Financial Statements Note 1: Nature of Organization and Significant Accounting Policies (Continued) Investments: The Organization adopted SFAS No. 124, "Accounting for Certain Investments Held by Not -for -Profit Organizations," in 1997 Under SFAS No. 124, investments in marketable securities with readily determinable fair values are valued at their fair values in the statement of financial position, Unrealized gains and losses are included in the change in net assets. Use of Estimates: The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates. Property, equipment, and improvements: Property, equipment, and improvements are carried at cost. Depreciation is calculated on the straight-line method over the estimated useful lives of the assets. It is the Organization's policy to capitalize property and equipment over $5000. Reclassification Certain prior year balances have been reclassified to conform to current year presentation. Revenue Recognition: The Organization's accounting methods recognition policy follows the Financial Accounting Standards Board's Accounting Standard Codification (ASC) 606, Revenue from Contracts, with Customers, and ASC 825-10, Financial Instruments - Overall. Revenue is recognized when contracts and services are transferred in an amount that reflects the consideration to which the Company expects to be entitled in exchange for those services. Revenues are reported as increases in without donor restrictions unless use of the related assets is limited by donor imposed restrictions. Expenses are reported as decreases in without donor restrictions net assets. Gains and losses on investments and other or liabilities are reported as increases or decreases in without donor restrictions net assets unless their use is restricted by explicit donor stipulations or by law. 9 THE HARMONY PROJECT Notes to Financial Statements Note 1: Nature of Organization and Significant Accounting Policies (Continued) Contributions: Contributions that are unconditional promises to give (pledges) are recorded as receivables and revenues. For financial reporting purposes, the organization distinguished between contributions of unrestricted assets and temporarily restricted assets. Contributions on which donors have imposed restrictions which limit the use of the donated assets are reported as restricted. When such donor imposed restrictions are met in subsequent reporting periods, temporarily restricted net assets are reclassified to unrestricted net assets and reported as net assets released from restrictions. Contributed assets which are subject to donors restrictions and from which only the income may be used are classified as permanently restricted assets. Contributed assets for which donors have not stipulated restrictions, as well as contributions on which donors have placed restrictions which are met within the same reporting period, are reported as unrestricted support. Donations of property and equipment are recorded as contributions at their estimated fair value. Such donations are reported as unrestricted contributions unless the donor has restricted the donated asset to a specific purpose. Program Space: The Organization's program activities are carried out at a variety of local institutions including LAUSD's Beyond The Bell Branch, Expo Center (a facility of the City of Los Angeles), churches and schools. These sites are provided at no cost to the Harmony Project. The fair market rents of program space provided by these organizations are reflected in the audited statements. The Harmony Project serves as a model for programs in communities outside of Los Angeles, providing technical assistance to contractually affiliated Harmony Project programs in cities through the nation. Los Angeles Unified School District (Beyond the Bell) and the Organization have a reciprocal arrangement with LAUSD. The organization provides an orchestral music program with weekly instruction. The organization recruits and enrolls students, and provides musical instruments, books and music supplies to the students. These direct program cost are not reflected in the audited financial statements. 10 THE HARMONY PROJECT Notes to Financial Statements Note 1: Nature of Organization and Significant Accounting Policies (Continued) Impairment of Long -Lived Assets The Organization reviews long-lived assets for impairment whenever events or changes in circumstances indicated that the carrying value of an asset may not be recoverable. Impairment losses, if any, are recognized when estimated future cash flows. (undiscounted and without interest charges) derived from such assets are less than their carrying values. Management believes no such impairment occurred during the year ended June 30, 2022. Note 2: Cash & Cash Equivalents Cash & cash equivalents consisted of the following: June 30, 2022 June 30, 2021 Checking Account $ 831,092 $ 244,209 Savings Account & Money Market 47,003 649,835 Petty Cash 200 200 Total Cash & Cash Equivalents $ 878,295 $ 894,244 Income tax status: The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Organization is subject to examination by tax jurisdictions for three years. Concentration of Credit Risk The Organization's cash and cash equivalents are maintained in various accounts. The Organization has exposure to credit risk to the extent that its cash and cash equivalents may exceed amounts covered by federal deposit insurance. The checking and savings accounts are on deposit and are insured by the Federal Deposit Insurance Corporation up to applicable insurance limits. Note 3: Investments Investments consisted of the following: June 30, 2022 June 30, 2021 Equities $ 191,673 $ 223,645 Other 150,000 150,000 $ 341,673 $ 373,645 11 THE HARMONY PROJECT Notes to Financial Statements Note 3: Investment Income The following schedule summarizes the investment income and its classification in the statement of activities for the year ended. Without Donor With Donor Restrictions Restrictions June 30, 2022 June 30, 2021 Interest and Dividends $ 22,094 22,094 Unrealized gains (losses) (25,390) _ (25,390) 16,656 90,107 $ (3,296) (3,296) 106,763 Fair Value Measurement The Organization's investments are reported at fair value in the accompanying statement of Financial Position. The methods used to measure fair value may produce an amount that may not be indicative of net realizable value or reflective of future fair value. Furthermore, although the Organization believes its valuation methods are appropriate and consistent with other market participants, the use of different methodologies or assumptions to determine the fair value of certain financial assumptions to determine the fair value of certain financial instruments could result in a different fair value measurement at the reporting date. The fair value measurements authoritative literature establishes a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. This hierarchy consist of three broad levels: Level 1 inputs consist of unadjusted quoted prices in active markets for identical assets and have the highest priority, Level 2 inputs consist of observable inputs other than quoted prices for identical assets, and Level 3 inputs are unobservable and have the lowest priority. The Organization uses appropriate valuation techniques based on the available inputs to measure the fair value of its investments. When available, the Organization measures fair value using Level 1 inputs because they generally provide the most reliable evidence of fair value. Level 1 Fair Value Measurement The Fair values of common stock, most corporate bonds, and U.S. government securities are based on quoted market prices. The equity funds held by the organization are open- end funds registered with the U.S. Securities and Exchange Commission. The funds must publish their daily net asset value and transact at that price. The equity funds held by the Organization are considered to be actively traded. 12 THE HARMONY PROJECT Notes to Financial Statements Note 3: Fair Value Measurement (Continue) Level 2 Fair Value Measurement The Fair value of partnerships and Reits are based on observable inputs and other quoted prices for identical assets. Level 3 Fair Value Measurement There are no organizational assets requiring the use of Level 3 inputs for the period presented Fair Value Measurement at the End of Reporting Period Using: Note 4: 6/30/2022 Fair Value Level 1 Equities $ 191,673 $ 191,673 Partnerships & Other 150,000 $ 341,673 $ 191,673 $ 150,000 6/30/2021 Fair Value Level 1 Level 2 Equities $ 223,645 $ 223,645 Partnerships & Other 150,000 150,000 Level 2 150,000 Property & Equipment $ 373,645 $ 223,645 $ 150,000 June 30, 2022 June 30, 2021 Land $ 2,300,000 $ Building & Improvements 708,059 Vehicle 37,991 37,991 Equipment 485,414 472,471 Office Equipment 100,054 82,409 3,631,518 592,871 Accumulated Depreciation (507,198) (467,803) $ 3,124,320 $ 125,068 Depreciation for the year 2022 was $39,395 and 2021 was $49,899. The Organization purchased a building on June 30, 2022. The property address is 2410 Beverly Blvd., Los Angeles, California. 13 THE HARMONY PROJECT Notes to Financial Statements Note 5: Accrued Expenses Accrued liabilities consist of the following: June 30, 2022 June 30, 2021 Note 6: Accounts Payable Accrued expenses $ 97,558 $ 30,718 4,744 1,126 $ 102,302 $ 31,844 Lease Commitment The Harmony Project leases agreement entered into for the period June 1, 2019 to August 31, 2021, with 4322 Wilshire, LLC. The Office building is located at 4322 Wilshire Blvd., Los Angeles, California. The base rents were $5,359 per month for the first year, $5,519 for the second year and remaining year $6,553. The Harmony Project was on Month to Month after August 31, 2021. On April 13, 2022 entered into a third amendment to lease. The term of the lease is April 15, 2022 to October 14, 2022, six months. The base rent is $9,176. The approximate square footage is 3604, commonly known as suite 101 and 112. Year Ending June 30, 2023 $ 36,704 Total rent for the year was $91,782. Note 6: Loan The Organization entered into a loan with the Small Business Administration, Paycheck Protection Program (PPP). The loan is designed to provide a direct incentive for small businesses to keep their workers on payroll. SBA will forgive the loan if all employee retentions criteria are met and the funds are used for eligible expenses. It is the Organizations intentions to apply for the forgiveness. The loan rate is .98% A second PPP loan was applied. Both loans were forgiven. First loan was forgiven on 10/15/21 and the second on April 7, 2022. The Organization entered into a loan with the Small Business Administration, Economic Injury Disaster Loan. The loan is for the amount of $150,000. The term of the loan is for 30 years at the interest rate of 2.75%. The monthly payment is $641 and starts 12 months after closing in June of 2020. The monthly payments started in July 2021. 14 THE HARMONY PROJECT Notes to Financial Statements Note 6: Loan (Continued) On June 30, 2022 Harmony entered into a 1st trust deed loan with Howard Banchik The loan is in the amount of $1,800,000, the term is for 10 years at the interest rate of 3.5%. The monthly payment is $8,083 and includes principal and interest. Loans consist of the following June 30, 2022 Loan 1st trust deed Loan (Economic Injury Disaster) Long Term Debt consist of the following: Economic Injury Disaster Loan 30 year loan, interest at 2.75% 1st Trust Deed 10 year loan, interest at 3.5% Less Current Portion of Long Term Debt Maturities of Long Term debt are as follows: $ 1,800,000 150,135 $ 1,950,135 $ 150,135 1,800,000 (35,212) $ 1,914,923 June 30, 2023 $ 35,212 June 30, 2024 39,362 June 30, 2025 40,765 June 30, 2026 42,153 June 30, 2026 43,621 Thereafter 1,713,810 $ 1,914,923 15 THE HARMONY PROJECT Notes to Financial Statements Note 7: In -Kind Donations The Organization receives a significant amount of donated instruments, space and services. These In -Kind donations have been recorded in the financial statements based on Fair -Market -Value. The In -Kind donations consist of the following: June 30, 2022 June 30, 2021 In -Kind donated space $ 242,000 $ In -Kind equipment 13,010 In -Kind shares 61,720 27,864 $ 316,730 $ 27,864 Note 8: Note 9: Functional Allocation of Expenses The costs of providing the various programs and activities have been summarized on a functional basis in the statement of functional expenses. The Organization uses a percentage to allocate expenses between program services, management and general and fundraising. Subsequent Events Events subsequent to June 30, 2022 have been evaluated through February 28, 2023, the date these statements were available to be issued, to determine whether they should be disclosed to keep the financial statements from being misleading. Management found no subsequent events to be disclosed. COVID-19 The World Health Organization has declared COVID-19 to constitute a "Public Health Emergency of International Concern" and characterized COVID-19 as a pandemic, in the United States, the federal and state governments have implemented enhanced screenings, quarantine requirements, and travel restrictions in connection with the COVID-19 outbreak. The spread of this virus began causing business disruptions domestically beginning in 2019 that are anticipated to continue for the foreseeable future. The extent of the impact of the impact of the COVID-19 pandemic on the company's operational and financial performance will depend on future developments, including the duration and spread of the outbreak and the impact of the COVID-19 pandemic on overall demand for the Company's services, all of which are highly uncertain and cannot be predicted. 16 THE HARMONY PROJECT Notes to Financial Statements Liquidity and Availability of Financial Assets The following reflects the Organization's financial assets as of the balance sheet date, reduced by amounts not available for general use because of contractual or donor -imposed restrictions. Donor -restricted amounts that are available for use within one year for general purposes include zero estimated amounts. 6/30/22 6/30/21 Financial Assets at year-end Less those unavailable for general expenditures within one year due to: Donor -restricted Financial assets available to meet cash needs for general expenditure within one year 17 $ 1,219,968 $ 1,267,889 $ 1,219,968 $ 1,267,889 City of Lynwood Community Development Block Grant Public Service Application Request for Funding Fiscal Year 2023-24 DEADLINE Deadline for returning completed applications is 5:00 p.m., Thursday, January 26, 2023. Applications may be return via email to streio@Ivnwoodca.00v or through US Postal Service to the below address. Postmarks and late applications will not be accepted. Suzanne Trejo, Administrative Analyst II City of Lynwood Community Development Department 11330 Bullis Road, Lynwood, CA 90262 REQUIRED REVIEW Prior to submitting a proposal, it is required that you review "Playing by the Rules: A Handbook for CDBG Sub -recipients on Administrative Systems". Please pay special attention to chapters two and five. The handbook can be located at the following link: https://www.hudexchange.info/resource/687/plavina-bvthe-rules-a-handbook-for-cdba- subrea pients-on-administrative-systems/ REQUIRED DOCUMENTS Please submit the following information along with your completed application by the abovementioned deadline. ❑ Completed and Signed Application — Parts 1 -VI ❑ Articles of Incorporation 0,J 'PA — .O Non -Profit Determination — 501(c)3 IRS Letter i ❑ List of Board of Directors ON ' 1 ❑ Organizational Chart pry (.er ❑ Most Recent Audited Financials O Resumes of Key Administrators O Job Descriptions for Personnel/Positions Listed in Application or F11t o Most Recent Certificates of Insurances ❑ System for Award Management Report — www.sam.gov. Search and save as PDF. CONTACT If you have any questions regarding the City of Lynwood's Community Development Block Grant (CDBG) funded program, please contact: Contact: Suzanne Trejo, Administrative Analyst II Email: strejo@lynwoodca.gov Phone: (310) 603-0220, Ext. 601 Application Period Opened from December 22, 2022 —January 26, 2023 (5:00 p.m.) I. APPLICANT AND PROJECT/ACTIVITY INFORMATION Legal Name of Organization/Agency Program/Activity Title Physical Address Lynwood Athletics Community Services Youth Sports 5218 Niland St. City, State, ZIP Lynwood Ca, 90262 Type of Organization ® Non -Profit 0 Government N For -Profit Tax ID 95-4773467 DUNS Number 092835730 Name of Workers' Compensation Insurance (Government exempt) N/A NO EMPLOYEES Coverage Amount $2,000.000 Expiration Date 5-1-2024 Name of General Liability and Property Damage Insurance (Government exempt) 02Sports Insurance Coverage Amount $2,000.000 Expiration Date Name of Applicant Contact James Bishop Title President Mailing Address 5218 Niland St City, State, ZIP Lynwood ,Ca, 90262 Email James.bishop@mlb.com Phone 310-806-7504 Fax Amount of CDBG Funds Received in FY 2022-23 from Lynwood ($) Amount of CDBG Funds Requested for FY 2023-24 ($) Approximate Total Number of Unduplicated Beneficiaries (Persons or Households) to be Served 10k 25k 15 Type of Beneficiary Groups that the Program/Activity will Serve (Check all that apply) Persons ® Youth 0 Adults ❑ Seniors 0 Homeless Persons ❑ Disabled Persons 0 Battered Spouses 0 Households 0 Abused/Neglected Children ® Households ® Community 0 Housing Units ❑ Public Facilities ❑ Businesses Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 2 II. CDBG ELIGIBILITY CDBG Eligible Activity Categories Please choose the CDBG Eligible Activity Category for your proposed project. CDBG National Objective Compliance Your proposed project/activity must meet at least one of HUD's CDBG National Objectives. Please check all that apply to your proposal. ® Public Service. Improves community public services and facilities, including but not limited to those concerned with employment, fair housing and homeownership, homelessness, crime prevention, child care, health, drug abuse, education or recreational needs. ❑ Public Facilities/Improvements ❑ Housing/Special Activities by Subrecipients ❑ Economic Development ❑ Acquisition and/or rehabilitation of real property ❑ Other. ® Benefits Low and Moderate Income (LMI) Individuals/Households. ❑ Addresses the prevention or elimination of slums or blight. Meetings National Objectives Check all statements that describe how your proposed project/activity meets one of the National Objectives above: ® Low/Moderate Area Benefit — The project serves only a limited area which is proven by current Census data or survey to be a low-income area. By choosing this category you must be able to prove your project/activity primarily benefits low/moderate income households. ❑ Low/Moderate Limited Clientele —The project/activity benefits a specific group of people (rather than all areas in a particular area), at least 51% of whom are low/moderate income persons. Income verification for clients must be provided for this category. The following groups are presumed to be low/moderate: abused children, elderly persons (62 or older), battered spouses, homeless persons, adults meeting the Census definition of severely disabled, illiterate adults, persons living with AIDS and migrant farm workers. ❑ Slum or Blight on an Area Basis —Area basis activities must be within an officially designated area as defined under State or local law, and addresses one or more of the conditions that contributed to the deterioration of the area. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 3 111. PROJECT NARRATIVE (If more space is needed for any section, please attach on separate sheet.) PROJECT/PROGRAM DESCRIPTION. Briefly describe the proposed service/activity/project to be carried out with the funds requested. Lynwood Athletics Community Services offers organized youth sports to the City of Lynwood. We Have Football/Cheer, Baseball, Track, and Camps /Clinics! COMMUNITY NEED. Does your proposed project/activity address an identified gap in service or current need in the community? Document the need for the project/program. We focus on low-income at -risk youth between the ages of 5-13. We address youth obesity along with gang intervention through organized sports. We offer weightlifting, track and field that's not offered in The City Of Lynwood! BENEFIT. Discuss how the project/program provides benefit to low-income persons. Lynwood Athletics offers free Conditioning, Agility, Mentoring, and we also feed the participants for daily after practice! • COLLABORATION. Has your organization/agency developed this project in collaboration with other groups/organizations? If so, please list the groups/organizations and describe their roles in this project. Lynwood Athletics Community Services has an ongoing agreement with Lynwood Unified School District. We have also partnered with the Los Angeles Sherriff Department Pal Program! Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 4 SIMILAR RESOURCES. Is a similar service provided by another agency/organization? If so, how will your program/activity differ? There's NO other agency in the City Of Lynwood that offers Football/Cheer OUTREACH. Discuss outreach efforts for the proposed service/activity/project. Stop Gang activity , obesity, mental health, and the use of vape pins has become an epidemic in the School District and City ! PERFORMANCE SCHEDULE. Prepare a Work Plan for implementation/completion of the services and activities. Identify activities and completion dates below. Activity Completion Date Football/Cheer 6/19/2024 Football Playoffs _ 10/17/2024 Track & FIELD 12/8/2024 Baseball Camps 2/12/2024 OTHER SOURCES OF FUNDS. List all other funding sources that will be used to undertake the proposed project/program and status of each source. Source Name Committed or Pending Fund Amount ($) _ Current Status Fundraising Pending No Sure Pending Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 5 IV. PROPOSED PUBLIC SERVICE BUDGET Scope of work and use of CDBG funds must be directly related. The CDBG funds requested must be used to provide a direct benefit/service to low- or moderate -income residents of the City of Lynwood. Proof of income eligibility and current residence must be acquired from all recipients. Adequate documentation must also be provided by the Agency to support costs associated with the services provided. This includes such support as timesheets to demonstrate the amount of time spent on each service, cancelled checks to demonstrate payment, client intake forms to demonstrate who received the service and any other documentation deemed necessary to show a direct correlation between the service provided and the costs associated with them. Please use the following format to present your proposed line item budget: Column A: List the items for which you anticipate the need for CDBG Funds during FY 2023-24. Column B: Provide the projected request for CDBG funds. Column C: Provide the total of other funds to be used. Column D: List the name of the other funding source. Column E: List the total line budget. Please round your request to the nearest ten. Column A BUDGET ITEM Column B CDBG REQUEST ($) Column C OTHER SOURCES ($) Column D NAMES OF OTHER SOURCES Column E TOTAL BUDGET ($) Personnel* i Personnel Total Non -Personnel Rent/Lease Vans $5,000 Supplies ' $1,0000 Utilities $1,500 Equipment $17,000 Services Printing $500.00 Admission/Enrollment Other: Other: Other: _ Other: Other: Other; Non -Personnel Total TOTAL PROJECT BUDGET $25,000 *For personnel, complete the following CDBG-Funded Personnel Tables. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 6 CDBG-FUNDED PERSONNEL 0 Check this box if CDBG funds will NOT be used to fund personnel. If CDBG funds will be used to fund personnel, complete the following tables, as appropriate. Only list personnel that will be paid with CDBG funds. AGENCY ADMINISTRATION Job Title Annual Salary ($) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) NO EMPLOYEES PROPOSED PROGRAM STAFF Job Title Annual Salary ($) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) KEY PERSONNEL DUTIES. Provide a list of the duties of key personnel listed above. Job Title _ Duties James Bisho President Manage all affairs pertaining to daily operations, activities, records, fundraisers, and develop a community outreach program Eugene Jackson Vice President Assist president, oversee all Football operations, Scheduling , Field Rental, Permits, and Voulunteers. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 7 COST RATIONALE. If you consider it necessary, explain why your program/activity costs is reasonable. We consider our cost very reasonable compared to the surrounding city cost to participate in their program. We let 10 Lynwood residents participate for free depending on their low-income status. The market value for our camps and starts at 30k. We also have Professional Athletes that volunteer their time for our at -risk youth in The City Of Lynwood PROGRAM CHANGES. If you received CDBG funding last year, has there been an increase in service that you will provide during FY 2023-24? Explain why there is a new demand or an unmet need in the community for this service. We have added mental health seminars to our program for at -risk youth for free! This will be mandatory for parents and players to attend. IMPACT OF NO CDBG FUNDING. Describe the effect of partial or no CDBG funding on your project/activity. Our program would lose a lot of low-income at -risk youth, that wouldn't be able to afford the cost to participate. The CBDG funding lets us waive their payment! Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 8 V. CONFLICT OF INTEREST QUESTIONNAIRE Federal, State, and City law prohibits employees and public officials of the City of Lynwood from participating on behalf of the City in any transaction in which they have a financial interest. This questionnaire must be completed and submitted by each applicant for CDBG program funding. The purpose of this questionnaire is to determine if the applicant, or any of the applicant's staff, or any of the applicant's Board of Directors would be in conflict of interest. 1. Is there any member(s) of the applicant's staff or governing body who is or has been, within one year of the date of this questionnaire, (a) a City Employee or (b) a City Councilmember? ❑ Yes No [f Yes please list the names) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmembe) City Department 1 2. Will the CDBG funds requested by the applicant be used to award a subcontract to any individual(s) or business affiliate(s) who is currently or has been, within one year of the date of this questionnaire, (a) a City Employee or Consultant or (b) a City Councilmember? ❑ Yes CO No If Yes, please list the name(s) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmember) 3. Is there any member(s) of the applicant's staff or member(s) of the applicant's Board of Directors or other governing body who are business partners or family members of (a) a City Employee or (b) a City Councilmember? ❑ Yes ® No If Yes, please list the name(s) and information requested below: Name of Person Relationship (City Employee/ Councilmember) Tie (Family/Business) If Family, Indicate Relationship Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 9 VI. SIGNATURES Authorized Signature To the best of my knowledge, the information provided on this application is true, and I am authorized to submit this application on behalf of the applicant agency. s Sig hai Print Name Cf5riotittiA--- Signature ' Date ?rts; dear Title 1-1—Zenti Email: Authorized Signature I have read "Playing by the Rules: A Handbook for CDBG Subrecipients on Administrative Systems" with special attention to chapters two and five. \.1 es Oishy f'resk!e,sr Print Name Title dc•vvylv- Signature Date 1 —► —Z'z,' Email: � ime51 (3)0 11 wt1.- , C c ii' Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 10 • DATE (MM/DO/YYYY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE3DOES 05/04/202 NOT AFFIRMATIVELY OR NEGATIVELY AMEND, anew OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, ANO THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder Is an ADDITIONAL INSURED, the of subject to the tens and conditions of the policy, certain a require must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, holder in lieu of such and conditions nt(s), policies may require an endorsement A statement on this certificate does not confer rights to the certificate PRODUCER 02 Sports Insurance 110 E Broward Blvd, Suite 1700 Fort Lauderdale, FL 33301 INSURED Snoop Youth Football League Foundation 1880 Century Park East, Suite 200 Los Angeles, CA 90067 COVERAGES CERTIFICATE OF LIABILITY INSURANCE CERTIFICATE NUMBER: CONTACT T !Candace Kalin PHONE 1-855-351-0202 Am. No. Elul: EArmeEs;): info@o2sportsinsurance.corrt FAX Jot: 1-855-984-2379 INSURERtsj AFFORDING COVERAGE NAIC INSURER A: HDI Global Specialty SE AA -1120822 INSURER a. AXIS Insurance Compa, 37273 INSURER C: INSURER D INSURER E INSURER F REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERT C713—/ NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, HE INSURANCE AFFORDED F BY THE POL CONTACT ANY ES D SCR BED HEREIN S 3UBJECT TO ALL WHICH THIS THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN N MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR POUCY EFF POLICY EXP �- - - - - IMMIDD/YYTTI IMWDD TYPE OF INSURANCE X i COMMERCIAL GENERAL UABILIIY CLAIMS -MADE X OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: CY PRO- POLI JECT LOC OTHER; AUTOMOBILE LIABILITY ANY AUTO OWNED AUTOS ONLY HIRED AUTOS ONLY EXCLUDING HAWAII ADDL SUER POLICY NUMBER 18LB5127-53633 05/01/2023 12:00 AM 05/01/202 11:59 PM 9i SCHEDULED AUTOS XNON -OWNED AUTOS ONLY LX DED RETEN110NS 1WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANYPROPRIETOR PARTNERIEJ(ECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory In NH) 11 yesdescribe under 1 DESCRIPTION OF OPERATIONS below [Excess Accident Medical UMBRELLA UAB EXCESS LIAB X. OCCUR CLAIMS -MADE B Y 1 N Ei NIA 18LB5127-53633 18EX3332-53633 SRPO-30000-4000-2175 05/01/2023 12:00 AM 05/01/2023 12:00 AM 05/01/202 12:00 AM 05/01/2024 11:59 PM 05/01/2024 11:59 PM 05/01/2024 11:59 PM DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space Is requireai The certificate holder is added as an additional insured, but only for liability caused, in whole or in part, by the acts or omissions of the named insured. Legal Liability to Participants (LLP) limit as a per occurrence limit. Claims by athletic participants are included. Association: Lynwood Junior Knights Sport(s): Football - Tackle (League and/or Club), Cheerfeading - Competitive (League and/or Club) Sexual Abuse or Sexual Molestation Liability - $1,000,000 each incident (included above) / $2,000,000 aggregate (included above). CERTIFICATE HOLDER Lynwood Park 11330 Bullis Road Lynwood, CA 90262 CANCELLATION 71r1'"YYI OMITS EACH OCCURRENCE $1,000,000 DAMAGE TO RENTED - - ... IEa occeasarlea) - $100,000 MED EXP (Anyone person) 55,000 PERSONALSADVINRrRY $1,000,000 GENERAL AGGREGATE $5,000,000 PRODUCTS - COMP/OP AGG 51,000,000 PARTICIPANT LEGAL LIAB. $1,000,000 COMBINED SINGLE LIMIT $1,000,000 {Ea atcidantl BODILY INJURY (Per person) BODILY INJURY (Per accident) PROPERTY DAMAGE /Per aceldent) 1 EACH OCCURRENCE $4,000,000 AGGREGATE - $4,000,000 I STATUTE PER ER E.L EACH ACCIDENT EL. DISEASE- EA EMPLOYEE E.L. DISEASE - POLICY LIMIT Benefit Maximum 5100,000 Deductible Per Claim $250 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ® 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ® 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD 3:21 PM 07/28/23 Accrual Basis LYNWOOD ATHLETICS COMMUNITY SERVICES Profit & Loss June 2023 Ordinary Income/Expense Income Contributions Total Income Gross Profit Expense Data Management Supplies Total Expense Net Ordinary Income Net Income Jun 23 295.00 295.00 295.00 295.00 100.00 395.00 -100.00 -100.00 Page 1 HOPICS City of Lynwood Community Development Block Grant Public Service Application Request for Funding Fiscal Year 2024-25 DEADLINE Deadline for returning completed applications is 5:00 p.m., Thursday, February 8, 2024. Applications may be return via email to strejo p(�lynwoodca.gov or through US Postal Service to the below address. Postmarks and late applications will not be accepted. Suzanne Trejo, Administrative Analyst!! City of Lynwood Community Development Department 11330 Bullis Road, Lynwood, CA 90262 REQUIRED REVIEW Prior to submitting a proposal, it is required that you review "Playing by the Rules: A Handbook for CDBG Sub -recipients on Administrative Systems". Please pay special attention to chapters two and five. The handbook can be located at the following link: https://www. hudexchange. info/resource/687/plavinq-by-the-rules-a-handbook-for-cdbq- subrecipients-on-administrative-systems/ REQUIRED DOCUMENTS Please submit the following information along with your completed application by the abovementioned deadline. ❑ Completed and Signed Application — Parts 1 -VI ❑ Articles of Incorporation O Non -Profit Determination — 501(c)3 IRS Letter O List of Board of Directors ❑ Organizational Chart O Most Recent Audited Financials ❑ Resumes of Key Administrators ❑ Job Descriptions for Personnel/Positions Listed in Application ❑ Most Recent Certificates of Insurances ❑ System for Award Management Report — www.sam.gov. Search and save as PDF. CONTACT If you have any questions regarding the City of Lynwood's Community Development Block Grant (CDBG) funded program, please contact: Contact: Suzanne Trejo, Administrative Analyst!! Email: strejo@lynwoodca.gov Phone: (310) 603-0220, Ext. 601 Application Period Opened from January 11, 2024 — February 8, 2024 (5:00 p.m.) I. APPLICANT AND PROJECT/ACTIVITY INFORMATION Legal Name of Organization/Agency Program/Activity Title Physical Address Special Service for Groups, Inc SSG/HOPICS Lynwood Homeless Services Team 908 E. 8th Street City, State, ZIP Los Angeles Ca 90021 Type of Organization X Non -Profit ❑ Government ❑ For -Profit Tax ID 95-1716914 DUNS Number 026508072 Name of Workers' Compensation Insurance (Government exempt) Arthur J. Gallagher & Co. Insurance Brokers of CA., Inc. Coverage Amount $1,000,000.00 Expiration Date 10/1/24 Name of General Liability and Property Damage Insurance (Government exempt) Nonprofits' Insurance Alliance of California (NIAC) Coverage Amount $10,000,000.00 Expiration Date 10/1/2024 Name of Applicant Contact Berlin C. Contreras Title SSG/HOPICS Division, Associate Director of Street Based Engagement Mailing Address 908 E. 8th Street City, State, ZIP Los Angeles, Ca 90021 Email bcontreras@hopics.org Phone 310-294-6039 Fax 323-432-4393 Amount of CDBG Funds Received in FY 2023-24 from Lynwood ($) $0.00 Amount of CDBG Funds Requested for FY 2024-25 ($) $146,000 Approximate Total Number of Unduplicated Beneficiaries (Persons or Households) to be Served 105 Type of Beneficiary ❑ Persons X Households Groups that the Program/Activity will Serve (Check all that apply) ❑ Youth XDAdults X0 Seniors XD Homeless Persons 0 Disabled Persons 0 Battered Spouses ❑ Abused/Neglected Children 0 Households 0 Community 0 Housing Units 0 Public Facilities 0 Businesses Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 2 II. CDBG ELIGIBILITY CDBG Eligible Activity Categories Please choose the CDBG Eligible Activity Category for your proposed project. X❑ Public Service. Improves community public services and facilities, including but not limited to those concerned with employment, fair housing and homeownership, homelessness, crime prevention, child care, health, drug abuse, education or recreational needs. ❑ Public Facilities/Improvements ❑ Housing/Special Activities by Subrecipients ❑ Economic Development ❑ Acquisition and/or rehabilitation of real property ❑ Other. CDBG National Objective Compliance Your proposed project/activity must meet at least one of HUD's CDBG National Objectives. Please check all that apply to your proposal. XD Benefits Low and Moderate Income (LMI) Individuals/Households. 0 Addresses the prevention or elimination of slums or blight. Meetings National Objectives Check all statements that describe how your proposed project/activity meets one of the National Objectives above: ❑ Low/Moderate Area Benefit — The project serves only a limited area which is proven by current Census data or survey to be a low-income area. By choosing this category you must be able to prove your project/activity primarily benefits low/moderate income households. X❑ Low/Moderate Limited Clientele — The project/activity benefits a specific group of people (rather than all areas in a particular area), at least 51% of whom are low/moderate income persons. Income verification for clients must be provided for this category. The following groups are presumed to be low/moderate: abused children, elderly persons (62 or older), battered spouses, homeless persons, adults meeting the Census definition of severely disabled, illiterate adults, persons living with AIDS and migrant farm workers. ❑ Slum or Blight on an Area Basis — Area basis activities must be within an officially designated area as defined under State or local law, and addresses one or more of the conditions that contributed to the deterioration of the area. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 3 III. PROJECT NARRATIVE (If more space is needed for any section, please attach on separate sheet.) PROJECT/PROGRAM DESCRIPTION. Briefly describe the proposed service/activity/project to be carried out with the funds requested. HOPICS, a division of Special Service for Groups, Inc. (SSG), has worked closely with the City of Lynwood for the past seven years to address homelessness in the South LA/SPA 6 region. The SSG/HOPICS Lynwood Homeless Services Team continues to expand on that work, allowing HOPICS to serve as a vital resource for Lynwood residents that are currently experiencing, or at -risk of experiencing, homelessness. The SSG/HOPICS Lynwood Homeless Services Team Outreach Case Managers (OCMs) engage clients on the street, triage clients to meet their immediate food, shelter, and health needs, and link them to services in real time. The OCMs provide street -based outreach and engagement to homeless residents in the City of Lynwood and link them to service providers within SSG/HOPICS, and other regional agencies. SSG/HOPICS provides a wide array of direct services to the local homeless population through funding from other contracts, including: (1) A 0.50 FTE multi -disciplinary street - based engagement/outreach street medicine team (a team which includes nurses, mental health therapists, and substance use disorder counselors); (2) crisis housing for single adults and families; (3) short -to -medium -term rental subsidies to house persons experiencing homelessness (PEH); (4) eviction prevention financial support to keep at -risk household in permanent housing; (5) benefits assistance and advocacy to help clients secure SSI, SSDI, Veterans benefits, and CAPI; (6) outpatient mental health and substance use disorder counseling; and (7) trauma recovery for victims and witnesses of violent crimes. Street Outreach services are available 7 days a week. The Lynwood OCMs can connect clients to any of these services, as needed. OCMs also administer the triage tool (VI/SPDAT) to understand each client's level of acuity and needs in order to connect them to the Coordinated Entry System, place households into crisis housing, if available, and provide linkages to the most appropriate housing programs. OCMs work to create awareness of the SSG/HOPICS Lynwood Homeless Services Team in local encampments, and amongst the hidden homeless population in the City of Lynwood. COMMUNITY NEED. Does your proposed project/activity address an identified gap in service or current need in the community? Document the need for the project/program. Results from the 2022 Great Los Angeles Homeless Count, which was conducted before the impacts of the COVID- 19 pandemic could be measured, show that the City of Lynwood has a total population of 451 unsheltered homeless individuals (LAHSA, 2023). However, some data excluded from the City total- including unsheltered unaccompanied minors and transitional age youth- rendered this number lower than the actual homeless population in Lynwood. Additionally, the SSG/HOPICS outreach teams assigned to cover the City regularly encounter additional people experiencing street homelessness- in parks, alleyways, parking lots, bus stops, and through coordination with the Lynwood Sheriff's Department, we learn of other PEH who may not have been accounted for during the Homeless Count. This high need is underserved by limited coordinated homeless service availability in the City of Lynwood, particularly as the availability of in -person services declined during the COVID- 19 pandemic. The SSG/HOPICS Lynwood Homeless Services Team fills this gap by providing real-time, accessible services to Lynwood residents who are experiencing homelessness, available seven days a week with the HOPICS Outreach teams. BENEFIT. Discuss how the project/program provides benefits to low-income persons. Several key factors contribute to homelessness in Los Angeles County, including income inequality, high housing costs, stagnant wages, and an inadequate supply of affordable housing. Based on findings from the 2020 Greater Los Angeles Homeless Count, 59% of adults experiencing homelessness cited economic hardship as the cause (LAHSA, 2020). Considering the link between economic precariousness and homelessness, SSG/HOPICS will continue to target and serve very low-income persons. These participants benefit from the following services offered on the street by the Outreach Case Managers: (1) placement into a safe and clean interim housing program, when needed and available; (2) linkage and systems navigation support to access housing and supportive service programs; (3) access to food and Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 4 clothing; and (4) a network of support through other programs provided by SSG/HOPICS, as needed. COLLABORATION. Has your organization/agency developed this project in collaboration with other groups/organizations? If so, please list the groups/organizations and describe their roles in this project. SSG/HOPICS routinely collaborates with other service organizations to provide comprehensive support and service to our participants. We participate in, and organize, extensive regional coordination efforts within Service Planning Area 6, and work closely with Supervisorial District 4 to further coordinate regional support. However, SSG/ HOPICS has not developed this specific proposed project in collaboration with any other groups or organizations. SIMILAR RESOURCES. Is a similar service provided by another agency/organization? If so, how will your program/activity differ? To our knowledge, there are no similar funded services specifically for the City of Lynwood. The comprehensive nature of the services provided by SSG/HOPICS addresses a large gap in need for the homeless population in Lynwood. OUTREACH. Discuss outreach efforts for the proposed service/activity/project. Information and outreach about the SSG/HOPICS Lynwood Homeless Services would be distributed and conducted through the following channels: SSG/HOPICS multi -disciplinary teams (comprised of nurses, clinicians, substance use counselors, peers, and case managers) inform individuals categorized as "street homeless" in Lynwood about the SSG/HOPICS Lynwood Homeless Services Team. When appropriate, staff would then transport individuals and/or families directly to the nearest access point for additional assessment and services. SSG/HOPICS multi -disciplinary teams will distribute and post flyers, in English and Spanish, at Lynwood Parks and Recreation Centers. SSG/HOPICS will email informational flyers regarding our service linkages to various agencies, faith -based organizations, and ministries in Lynwood. SSG/HOPICS will also engage Lynwood community residents/leadership to ensure they are aware of the SSG/HOPICS Lynwood Homeless Services Team. Lastly, SSG/HOPICS will utilize its social media platforms (Instagram, Facebook, and Twitter) to share information on how to access services from the SSG/HOPICS Lynwood Homeless Services Team. PERFORMANCE SCHEDULE. Prepare a Work Plan for implementation/completion of the services and activities. Identify activities and completion dates below. Activity Completion Date Continue year 2 of program operations in encampments 6/30/2025 Continue to provide services to crisis housing placement and/or linkage to housing program services to 55 households, annually. 6/30/2025 Continue to provide linkages to services (mental health, substance use, employment, benefits, street medicine, etc. to 55 households, annually. 6/30/2025 Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 5 OTHER SOURCES OF FUNDS. List all other funding sources that will be used to undertake the proposed project/program and status of each source. Source Name Committed or Pending Fund Amount ($) Current Status N/A Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 6 IV. PROPOSED PUBLIC SERVICE BUDGET Scope of work and use of CDBG funds must be directly related. The CDBG funds requested must be used to provide a direct benefit/service to low- or moderate -income residents of the City of Lynwood. Proof of income eligibility and current residence must be acquired from all recipients. Adequate documentation must also be provided by the Agency to support costs associated with the services provided. This includes such support as timesheets to demonstrate the amount of time spent on each service, canceled checks to demonstrate payment, client intake forms to demonstrate who received the service and any other documentation deemed necessary to show a direct correlation between the service provided and the costs associated with them. Please use the following format to present your proposed line item budget: Column A: List the items for which you anticipate the need for CDBG Funds during FY 2024-25. Column B: Column C: Column D: Column E: Provide the projected request for CDBG funds. Provide the total of other funds to be used. List the name of the other funding source. List the total line budget. Please round your request to the nearest ten. Column A BUDGET ITEM Column B CDBG REQUEST ($) Column C OTHER SOURCES ($) Column D NAMES OF OTHER SOURCES Column E TOTAL BUDGET ($) Personnel* Outreach Case Manager (1) $95,453.00 $95,453.00 Outreach Case Manager (.50) $47,726.75 $47,726.75 Personnel Total $143,179.75 $143,179.75 Non -Personnel _ Rent/Lease Supplies $1000 Utilities Equipment Services Printing _ Admission/Enrollment Other: $850.25 Other: Other: Other: Other: Other: Non -Personnel Total TOTAL PROJECT BUDGET $146,000 *For personnel, complete the following CDBG-Funded Personnel Tables. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 7 CDBG-FUNDED PERSONNEL 0 Check this box if CDBG funds will NOT be used to fund personnel. If CDBG funds will be used to fund personnel, complete the following tables, as appropriate. Only list personnel that will be paid with CDBG funds. AGENCY ADMINISTRATION Job Title Annual Salary ($) Annual Benefits ($) Total Compensation ($) CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) PROPOSED PROGRAM STAFF Job Title Annual Salary ($) Annual Benefits ($) Total Compensation ($) r CDBG Funds Budgeted ($) Time Position is Dedicated to CDBG Activity (%) Outreach Case Manager $42,050.00 $11,353.50 $95,453.50 $95,453.50 100% Peer Case Manager $42,050.00 $11,353.50 $71,590.12 $47,726.75 50% f TIES. Provide a list of the duties of key personnel listed above. Job Title l Duties Outreach Case Manager Responsible for providing street outreach and engagement operations in the City of Lynwood. This will include triage and assessment, linkage and system navigation support, housing readiness assistance, linkage to housing, benefits assistance, health care, mental health care, substance abuse counseling, and other social programs, as needed. Peer Case Manager Responsible for providing street outreach and engagement operations in the City of Lynwood. This will include triage and assessment, linkage and system navigation support, housing readiness assistance, linkage to housing, benefits, health care, mental health care, substance abuse counseling, and other social programs as needed. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 8 Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 9 COST RATIONALE. If you consider it necessary, explain why your program/activity costs is reasonable. The requested costs to be covered by CDBG funds are reasonable because they primarily accommodate personnel costs for a direct service staff to provide high quality service to low-income participants. SSG/HOPICS consistently works to ensure that personnel costs for all programs are at market rate and appropriately cover costs for the high quality work they are providing. PROGRAM CHANGES. If you received CDBG funding last year, has there been an increase in service that you will provide during FY 2024-25? Explain why there is a new demand or an unmet need in the community for this service. While the number of people experiencing homelessness reported in the 2023 Homeless Count is lower than the previous year, SSG/HOPICS recognizes that this figure represents a single point in time, and probably does not reflect the true need for homeless services in the City of Lynwood. Results from the January 2023 Homeless Count captured a snapshot of homelessness prior to the start of the Covid-19 pandemic, which has further increased housing instability, unemployment rates, and income inequality. It is estimated that around 38,000 more households have become homeless in LA County as a result of the Covid-19 pandemic. In response to the increased demand for homeless services locally, the SSG/HOPICS Lynwood Homeless Services Team has expanded the City of Lynwood's capacity to reach and serve more residents that are currently experiencing, or at risk of experiencing, homelessness. Enhanced programming includes increased staffing for the outreach team to allow staff more flexibility in engaging hard -to -reach residents. Additionally, the SSG/HOPICS team has prioritized strengthening collaborations with the Lynwood Sheriffs Department, and the Parks and Recreation Department, to develop additional strategies to engage more people experiencing homelessness in the City. IMPACT OF NO CDBG FUNDING. Describe the effect of partial or no CDBG funding on your project/activity. Without CDBG funding, the City of Lynwood would lose a vital housing and homeless services resource. As the only provider of its kind in the Lynwood area, the CDBG SSG/HOPICS Lynwood Homeless Services Team has continued providing vital, in -person services to meet the needs of community members throughout the Covid-19 pandemic and beyond. Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 10 V. CONFLICTOF INTERESTQUESTIONNAIRE Federal, State, and City law prohibits employees and public officials of the City of Lynwood from participating on behalf of the City in any transaction in which they have a financial interest. This questionnaire must be completed and submitted by each applicant for CDBG program funding. The purpose of this questionnaire is to determine if the applicant, or any of the applicant's staff, or any of the applicant's Board of Directors would be in conflict of interest. 1. Is there any member(s) of the applicant's staff or governing body who is or has been, within one year of the date of this questionnaire, (a) a City Employee or (b) a City Councilmember? 1:1 Yes ❑X No If Yes, please list the name(s) and information requested below: Name of Person Job Title Relationship (City Employee/Councilmember) City Department 2. Will the CDBG funds requested by the applicant be used to award a subcontract to any individual(s) or business affiliate(s) who is currently or has been, within one year of the date of this questionnaire, (a) a City Employee or Consultant or (b) a City Councilmember? CI Yes ❑X No If Yes, please list the name(s) and information requested below: Name of Person Job Title Relationship City Department (City Employee/Councilmember) 3. Is there any member(s) of the applicant's staff or member(s) of the applicant's Board of Directors or other governing body who are business partners or family members of (a) a City Employee or (b) a City Councilmember? ❑ Yes ❑X No If Yes. please list the names) and information requested below: Name of Person Relationship (City Employee/ Councilmember) Tie (Family/Business) If Family, Indicate Relationship Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 11 DocuSign Envelope ID: 3054E9B6-F47E-45F4-9467-A53A2A193E69 VI. SIGNATURES Authorized Signature To the best of my knowledge, the information provided on this application is true, and I am authorized to submit this application on behalf of the applicant agency. Herbert Hatanaka Executive Director Print Name Title DocuSigned by: At k l ikalu tta 9F3D6A063AB04F7... 2/8/24 Signature Date Email: ssg@ssg.org Authorized Signature I have read "Playing by the Rules: A Handbook for CDBG Subrecipients on Administrative Systems" with special attention to chapters two and five. Herbert Hatanaka Executive Director Print Name Title DocuSigned by: 9F3D6A063AB04F7... 2/8/24 Signature Date Email: ssg@ssg.org Catalog of Federal Domestic Assistance (CFDA) Number: 14.218 CFDA Title: Community Development Block Grants/Entitlement Grants 13