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Name of Organization Name of Funded Program City of Santa Ana CDBG Scope of Work Program Year 2019.20 (July 1, 2019 - June 30, 2020) Delhi Center/CIELO Familv Economic Success Initiative Annual Accomplishment Goal Unduplicated Participants anticipated to be served during the 12-month contract period. 80 TOTAL 1 1 801Santa Ana Participants 1 100% 80 Low Income Participants 100% Schedule of Performance Unduplicated (estimated) Quarter 1: JUL 1 - SEP 30 Quarter 2: OCT 1 - DEC 31 Quarter 3: JAN 1 - MAR 31 Quarter 4: APR 1 - JUN 30 Program and Funding Description 25 Estimated Invoicing $ 23,301.00 $ 23,301.00 $ 23,301.00 $ 23,302.00 $ 93,205.00 The Family Economic Success (FES) Initiative is a partnership between Delhi Center and CIELO, based on a strategy that has proven to be successful at improving the economic well-being of Santa Ana families. It leverages the expertise and resources of two successful organizations and their respective networks to design a goal plan for each individual client that will equip them with the tools needed for economic success. The process begins with a one-on-one orientation to help each client understand what the services are and what they can expect. They are then scheduled for a face-to-face intake and assessment session, which helps clients begin to fully understand their financial status and helps the Case Manager identify appropriate services. Clients are instructed to bring in specific documents to their intake and assessment session, which the Case Manager uses to complete a financial goals worksheet. Some clients are adept at answering financial questions, and they bring in all the necessary financial documents. Many clients, however, have no documents as they live on a cash basis. Clients also are typically mistrustful, and it may take several sessions to gain their trust. Clients are hesitant to bring in documents for review and often express feelings of "what's the use" because they think their situation can never improve. The Case Manager completes the worksheet to help clients see their financial lives on paper. They begin by tracking daily expenses and they start building their financial profile. They begin to understand the importance of tracking expenses and budgeting, which leads to a sense of hope that they can plan for and reach additional goals such as reducing expenses, increasing income, and starting a savings account. This is a customized, time-consuming process, which requires several follow-up phone calls and meetings, that we have discovered is crucial before anything else can happen. Clients submit their documents and complete their information differently, based on their capacity. Some feel almost desperate and have a sense of hopelessness at the start but little, by little, they begin to understand that they can take control of their lives. Once each client has completed their personalized goal plan, they are scheduled for specific progressive activities, including monthly client counseling sessions, which take place one-on-one in a private, confidential setting; financial stability workshops and other classes related to workforce and business development and income supports; and consulting services, conducted one-on-one as needed. Three core service elements will be provided on -site, including 1) Financial Stability Services: All clients will be required to take a series of financial stability classes as it _ L'. . I.:-.- �L-.. a -I. .. I 1 .. 1 •'. ar:. L:. I _1 a. I.:. J'. _ L_I_'i_ L-.. I.:. - I EXHIBIT A