NORTH BAY HOUSING COALITION
600 Kentucky Street Box S, Fairfield, CA 94533 www.northbayhousingcoalition.org

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Organizations Filed Purposes: Increase affordable housing for individuals with developmental disabilities and their families. Manage a pooled special needs trust for benefit of Californians with disabilities.

THE GOLDEN STATE POOLED TRUST (GSPT) WAS CREATED BY NBHC IN 2004. SINCE ITS INCEPTION, IT HAS GROWN TO SERVE OVER 466 BENEFICIARIES WITH A TOTAL TRUST CORPUS OF $ 18,615,557.67 AS OF 12/31/18. IT PROVIDES BOTH RELIABLE ASSET MANAGEMENT AND CONTINUED ELIGIBILITY FOR GOVERNMENT BENEFITS SUCH AS: SUPPLEMENTAL SECURITY INCOME (SSI), MEDI-CAL, AND IN HOME SUPPORT SERVICESGSPT HOLDS PROCEEDS FROM A LAWSUIT OR INHERITANCE OR OTHER SOURCES WHICH IS CRITICAL IF:1.SUDDEN AVAILABILITY OF FUNDS WILL PREVENT A DISABLED INDIVIDUAL FROM QUALIFYING FOR ESSENTIAL PUBLIC BENEFITS.2.THE AWARD RECIPIENT REQUIRES ONGOING CARE OR ADVOCACY FOR AN EXTENDED PERIOD.3.THE AWARD WILL BE EXHAUSTED QUICKLY IN ORDER TO MEET MEDICAL EXPENSES WHICH WOULD OTHERWISE BE PAYABLE BY MEDI-CAL, AND THE RECIPIENT HAS NO OTHER MEANS OF SUPPORT TO MEET HIS OR HER NEEDS.POOLED SPECIAL NEEDS TRUSTS ARE AN EFFECTIVE MANAGEMENT TOOL FOR LITIGATION, UNEXPECTED INHERITANCES OR OTHER TYPES OF PROCEEDS WHEN PRESERVATION OF BENEFITS IS, OR IN THE FUTURE, MAY BE, ESSENTIAL TO THE WELL-BEING OF THE INDIVIDUAL.FUNDS HELD IN A PROPERLY DRAFTED POOLED SPECIAL NEEDS TRUST, SUCH AS THE GSPT, WILL NOT COUNT AS A RESOURCE FOR PURPOSES OF QUALIFYING FOR SSI, MEDI-CAL OR IN HOME SUPPORT SERVICES (IHSS).IT IS VERY IMPORTANT TO STRIKE A BALANCE BETWEEN THE NEED TO MAINTAIN PUBLIC BENEFITS AND THE BURDEN OF THE RESTRICTIONS INHERENT IN SPECIAL NEEDS TRUSTS. THE CHIEF RESTRICTION OF A SPECIAL NEEDS TRUST IS THAT THE DISABLED PERSON (THE "BENEFICIARY" OF THE TRUST) LOSES CONTROL OF THE FUNDS. MOREOVER, CASH CANNOT BE GIVEN DIRECTLY TO THE BENEFICIARY. INSTEAD THE TRUSTEE MUST PAY FOR THE SERVICES AND GOODS DIRECTLY. THE BURDENSOMENESS OF THESE RESTRICTIONS CAN BE MINIMIZED WITH THE USE OF TRUSTEES AND ADVISORS WHO ARE TRAINED AND EXPERIENCED IN MANAGING SPECIAL NEEDS TRUSTS.GOLDEN STATE POOLED TRUST IS AN APPROPRIATE OPTION THAT CAN PROTECT THE LITIGATION PROCEEDS IN ORDER TO PROVIDE FOR THE BENEFICIARY'S WELL-BEING, AS WELL AS PROVIDE RELIABLE ASSET MANAGEMENT AND ADVOCACY FOR THE TRUST BENEFICIARY.CUMULATIVE TRUST ACCOUNTS CORPUS AS OF 12/31/18: 18,615,557.67

AFFORDABLE HOUSING DEVELOPMENTA.CAPACITY BUILDING EFFORTSAFFORDABLE HOUSING, BY ITS VERY NATURE, IS COLLABORATIVE.VARIOUS GROUPS (E.G., SENIORS, THOSE WITH OTHER DISABILITIES) ARE INTERESTED IN SAFE, DECENT, AFFORDABLE HOUSING.FOR THIS REASON, THE COALITION IS INVOLVED IN NETWORKING, AND MAINTENANCE OF A WEBSITE.NETWORKING WITH SISTER AGENCIES -- PART OF THIS WORK IS BUILDING AND MAINTAINING EFFECTIVE (AND BENEFICIAL) WORKING RELATIONSHIPS WITH NBRC, PUBLIC HOUSING AUTHORITIES, CENTERS FOR INDEPENDENT LIVING, AND SUPPORT SERVICE AGENCIES LIKE THOSE REPRESENTED IN THE COALITION. SOME OF THIS WORK HAS BEEN KEEPING TRACK OF INFORMATION OF VALUE TO INDIVIDUALS, FAMILIES, AND THE AGENCIES THAT FUND AND PROVIDE SERVICES AND SUPPORTS. THIS WORK INCLUDES KEEPING ABREAST OF PAYMENT STANDARDS, SHARED LIVING ARRANGEMENT POSSIBILITIES, AND WHETHER ONE CAN SIGN UP FOR SECTION 8 RENTAL ASSISTANCE.B.RENTAL HOUSING OPTIONS1)AFFORDABLE HOUSING MANAGED BY OTHERS (SET-ASIDES UNITS). NBHC HAS PLAYED A ROLE IN BRINGING INTO BEING AFFORDABLE HOUSING FOR ADULTS WITH INTELLECTUAL OR OTHER DEVELOPMENTAL DISABILITIES. THIS BEGAN WITH PECAN COURT (MID-1990S), SERENO VILLAGE IN VALLEJO, AND CARILLO PLACE IN SANTA ROSA. FUNDS FOR "BUYING DOWN" AND MAKING AFFORDABLE SELECTED RENTAL UNITS IN LARGER COMPLEXES HAS COME FROM THE CALIFORNIA DEPARTMENT OF DEVELOPMENTAL SERVICES (DDS), SOMETIMES THROUGH THE CALIFORNIA DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT (HCD). BESIDES FACILITATING TRANSACTIONS BETWEEN FUNDERS AND NON-PROFIT HOUSING DEVELOPMENT CORPORATIONS (E.G., BURBANK, CITIZENS), NBHC IS EXPECTED TO CONTINUE TO PLAY A ROLE IN ASSURING THAT UNITS REMAIN AVAILABLE FOR USE BY THOSE THE FUNDS WERE INTENDED TO SERVE. THIS INVOLVES GETTING THE WORD OUT QUICKLY TO NBRC AND INDEPENDENT/SUPPORTED LIVING AGENCIES, WHEN A UNIT HAS BECOME VACANT.PERSONS SERVED: 142)HOME OWNERSHIP BY NBHC NBHC OWNS AND MANAGES 5 SINGLE-FAMILY HOMES AND 1 CONDO. IT ALSO MASTER LEASES ONE CONDO FROM THE CITY OF FAIRFIELD. IT IS A PARTNER OF THE VALLEJO HOUSING COLLABORATIVE THAT OWNS 3 PROPERTIES. ONE OF THESE PROPERRTIES IS RENTED TO A NBHC CLIENT.PERSONS SERVED: 15PATHFINDINGHOUSING SERVICES (INDIVIDUAL HOUSING ASSISTANCE PROGRAM)1. NBHC ENROLLED INDIVIDUALS AND FAMILIES INTO NBHC DATABASE 2. NBHC STAFF MET WITH THE INDIVIDUAL AND/OR THE FAMILY TO ASSESS HOUSING NEEDS, TIMELINES, AND BARRIERS. THIS WOULD INVOLVE DISCUSSIONS WITH THE SERVICE COORDINATOR AS WELL3. NBHC IDENTIFIED ALL INTERNAL AND EXTERNAL WAIL LISTS TO MAKE SURE EVERY PERSON ON THE NBHC WAITLIST IS ON ALL APPROPRIATE LISTS4. NBHC ASSISTED IN HOUSING SEARCH FOR HOUSING WITH THE INDIVIDUAL AND THE FAMILY WHEN THEY ARE READY.5. NBHC CONTINUES TO DEVELOP A PROPERTY MANAGER NETWORK- THIS WILL INCLUDE DEVELOPING A RELATIONSHIP WITH PROPERTY MANAGERS IN THE AREA THAT WILL CALL NBHC WHEN THERE IS AVAILABILITY6. NBHC ACTS AS RESOURCE FOR REASONABLE MODIFICATIONS/ACCOMMODATIONS ASSISTANCE7. NBHC INTERVIEWED THE LOCAL HOUSING AUTHORITY PROGRAMS. THIS INCLUDES PAYMENT STANDARDS, SHARED LIVING ARRANGEMENT POLICIES, AND STATUS, AND MANAGED MAINSTREAM VOUCHER WAITING LIST FOR NAPA COUNTY8. NBHC ACTS AS RESOURCE TO LOCATE GENERIC RESOURCES TO ACCESS SECURITY DEPOSIT MONEY IF NEEDED9. NBHC DISSEMINATED INFORMATION ON AFFORDABLE HOUSING OPPORTUNITIES VIA WEBSITE, PHONE CALLS, AND TRANSITION FAIRS10.NBHC DEVELOPED AND NURTURED EXISTING COLLABORATIONS AND PARTNERSHIPS THAT ARE CRUCIAL TO ENSURE THAT INFORMATION IS DISSEMINATING TO PEOPLE THAT NEED IT. COLLABORATIONS THAT WILL BE DEVELOPED THROUGH THIS PROGRAM INCLUDE: -DAY PROGRAMS -SUPPORTED EMPLOYMENT AGENCIES -NBRC -POST SECONDARY SCHOOL PROGRAMS PERSONS SERVED IN 2018: 12411.ACTED AS FISCAL INTERMEDIARY FOR ONE INDIVIDUAL

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