HomeMy WebLinkAboutGrant Applications Supplemental InformationKittitas County Habitat for Humanity
Grant Application Questions — Responses
Habitat —14 House Build Project
Kittitas County 2060 Funding for Affordable Housing
1. Questions regarding land — "What is the adjusted price per house if the land is
donated" —Answer: (Note that each house is estimated to cost $172,500 — not $70,000
— however, our request for this grant is $70,000 per house). This project is based in
part on the assumption that the City of Ellensburg partners with Habitat for Humanity
using the land at Water/Bender Streets. If the City donates the land, there will be
development costs for the infrastructure for the housing development: costs for
putting in Water Street, sidewalk costs, and lighting cost. These costs could be as
much as the land would cost if we were to purchase the land outright.
2. Goals — measurable objectives and timelines.
Answer: Please see revised Goals and objectives forms. We have added additional
timelines. Note that the goal for this project specifically addresses 2018 as per your
request. Goal 2 - Strategy 1 indicates that the process continues throughout the six-
year period. A schedule for Houses to be completed each year is below:
1) 2018 - Complete Houses 18,19 and start House 20;
2) 2019 - Complete Houses 20, 21 and start House 22;
3) 2020 - Complete Houses 22, 23 and start House 24;
4) 2021- Complete Houses 24, 25 and start House 26;
5) 2022 - Complete Houses 26, 27, 28 and start House 29;
6) 2023 - Complete Houses 29, 30 and 31 and start House 32
3. Budget questions: Specifically regarding the $163,333 requested for each year in the
budget.
Answer: Our grant application is a request for a total of 14 houses. We have
estimated the cost of construction at $172,500 per house. Our request to Kittitas
County is for $70,000 per house for reimbursement for construction costs. We have
averaged the number of houses we will complete each year to 2.33. $70,000 per
house times 14 houses equals $980,000 total request for 2060 funds for the 6 -year
period. This is divided by 6 years, which equals $163,333.33 per year. We would bill
the County as a reimbursement for expenses on the houses. $163,333.33 is the
amount of our request per year from the County. (Please see the budget column -
"Amount from County Request" and in line "Construction Costs - New Building".) The
total request for the six-year period is $980,000, which you will find on the budget
template in the top third of the sheet in the line for "Total County Request". Please
refer to the highlighted budget form at the back of this packet.
In the Budget Narrative, you will find the Information regarding.the funding request
amount per year and total for the 6 years. (See the section in red at the bottom of the
narrative.) We have broken the budget narrative out per house which may help
understand this.
Kittitas County Habitat for Humanity
Revenue and Development Costs Per House
Donors
$ 5,000.00
Habitat Store
$ 3,500.00
Other Grants
$ 13,000.00
In -Kind Donations
$ 2,000.00
3rd Party Lending
$ 67,900.00
Events
$ 4,285.71
Reliable Source/Develo2mment
Costs Subtotal
$ 95,685.71
HAHC - 2060 Funds
$ 70,000.00
2060 Funding - Subtotal
$ 70,000.00
Habitat - Additional Fundraising
Efforts
$ 6,814.29
Habitat -Additional Fundraising
Efforts Subtotal
$ 6,814.29
Total Revenue and Development_
Costs Per House
$ 172,500.00
The following is the information we included in our grant application. This information
includes costs related to all 14 houses:
Donors -approximately $5, 000/house - reliable source
$ 70,000
Habitat Store Net Profit - approximately $3,500/house - reliable source
$ 49,000
Grant (not including 2060) Funding - approximately $13,000/house
$182,000
In -Kind Donations -Approximately $2,000/house - reliable source
$ 28,000
Third -party lending - Approximately $67,900/house -reliable source
$ 950,600
Events - 6 years @ $10,000/year - reliable source.
L=VJO=LO
Sub -Total of Reliable Revenue_ Sources far Construction
not including Kittitas „County funding) _ $1,339,600
If City of Ellensburg land is donated, this will provide the property, but development costs
will off -set what would have spent to purchase the land. if Ellensburg land is not donated,
we will have a land cost of about $45,000+ per lot depending on location of land.
Additional Fundraising Efforts Required by Habitat over 6 -year period
Funding that has not yet been committed now will be raised through various resources
such as additional donors, increased Store revenue, additional events, and additional
grants sources.
Additional Fundralsing E its Re uired bX Habitat over 5- ear_peri_od '�+` 95,400 tt
We request the Kittitas County to fund this grant of $70,000 per house for 14 houses to
speed up the build process. We can only build as quickly as we can raise funds. The
need for affordable homeownership is at a crisis level now. Grant request total
2060 Grant Request Total „-�$ 989,000
4. County Priorities - Question about programs that increase the access to affordable
homeownership. Habitat responded in initial,grant application:
Program which increases access to affordable home ownership
KCHFH is the only affordable homeownership non-profit new -construction housing provider
in Kittitas County. For qualified individuals/families, KCHFH makes affordable housing a
reality through affordable loans, assistance of hundreds of volunteers, the Habitat Store and
financial support of grants, fundraisers and donations.
The 3rd Goal of KC Homeless and Affordable Housing Committee Implementation Matrix -to
increase community awareness, education and engagement around homelessness and
housing issues in Kittitas County. KCHFH addresses this goal by annually engaging hundreds
3
of volunteers on projects. Build days begin with a presentation about affordable housing
issues and addresses how community can be a part of the solution.
Answer: Our first paragraph addresses the questions regarding access to
homeownership. The second paragraph shows that Habitat for Humanity is in line with
the Kittitas County priorities relating to affordable housing and it highlights one of the
ways, besides building new construction housing units for homeownership, that we do
this. This answer also applies to the questions regarding New Affordable Housing
Development
S. Goals and Objective Form — Question unclear
Answer: Refer to revised Goals and Objectives Forms — Goal One
6. Strategy 3 needs a measurable in #1— Land Acquisition for House 19
Answer: Please refer to revised Goals and Objective Form (See new Goal One;
Strategy 2 answer)
7. How many homes will be built under this grant per year?
Answer:
1) 2018 - Complete Houses 18, 19 and start House 20;
2) 2019 - Complete Houses 20, 21 and start House 22;
3) 2020 - Complete Houses 22, 23 and start House 24;
4) 2021- Complete Houses 24, 25 and start House 26;
5) 2022 - Complete Houses 26, 27, 28 and start House 29;
6) 2023 - Complete Houses 29, 30 and 31 and start House 32
8. Application, screening and selection process:
Answer:
When we hold a family selection, our goal is to get word out to as many people as
possible. To do this we:
a Send out notification to other non-profit organizations and networks within
Kittitas County so that they can refer people they know are in need
Facebook; Twitter and website
• Post fliers around town — grocery stores, post offices, local government office
buildings, libraries, local convenience, and hardware stores,
Press releases with local newspapers
Washington Disability Resources
Bright Beginnings — Early Education
Local School District offices
■ Utility companies
4
Housing Authority of Kittitas County
■ Local Hay Companies
Suncadia Resort
• Department of Social and Health Services
• Work Source
Local churches
Letters, emails and calls to people who have previously expressed an interest in
the program
■ Public Service Announcements on local radio stations.
Applicants are qualified for the program based on 3 criteria: 1) Need: 2) Ability to pay
a mort a g that does riot ehteed 30% ofgross monthly -in unie, The family's income
must fall between 30% and 60% of the area median income for Kittitas County, and 3)
Willingness to par#ner, demonstrated by the homeowner family/individual working
between 350 and 500 sweat equity hours helping build their home and by taking part
in homeowner education courses. To select the homeowner family/individual from a
group of applicants, credit and criminal background checks are made which help
narrow down candidates. A home visit is conducted on finalists to determine greatest
need. A family selection committee works together to conduct a home ownership
orientation — a public meeting at which the Habitat for Humanity program is
explained. At this meeting, the applicants submit their applications after meeting
with a volunteer to ask questions and review their application. The family selection
committee, after reviewing the applications, performing criminal and credit checks
and completing the home visit select the homeowner family. The family selection
committee makes a written recommendation to the board of directors and then the
board of directors vote on the selection of the family. Board approval takes place
within one month of the orientation meeting. Accepted families are notified
immediately, as are those who are not selected.
9. Credit worthiness of Habitat families/individuals
Answer: Yes, credit worthiness play a large role in the selection process. Habitat for
Humanity wants to see that those people selected handle money responsibly. Those
with good credit have been shown to have a greater chance of becoming and
remaining a successful homeowner. For those who do not have good credit, Habitat
for Humanity refers them to resources that can help them strengthen their credit.
10. Does Habitat always charge for the house?
Answer: Yes. Habitat for Humanity does not give houses away. We offer a hand -up,
not a hand-out. Our homeowners will never pay more than 30% of their gross income
toward their house payment. Most of our homeowners are not able to qualify for a
5
conventional mortgage to purchase a home. Habitat for Humanity makes ownership
possible by offering a variety of loan products, some including zero percent interest
loans.
11. Repayment monies — going to Kittitas County or into the Revolving Fund for Humanity
Answer: We request that when a partner family loan closes or a partner family make
a house payment to Habitat for Humanity - that the funding stays with Habitat for
Humanity. This funding is what is used to start the next Habitat House. Every Habitat
house built provides funding for the next Habitat house. With affordable housing at a
crisis level, our goal is to increase capacity. To do this requires funding. The more
funds we can raise the more houses we can build. All Revolving Fund for Humanity
revenue goes straight into the next house. This money is not used for administrative
purposes but toward our program costs for construction.
12. Revolving Fund for Humanity vs funding to build additional homes
Answer: The Revolving Fund for Humanity is part of the fund to build additional
homes. Some of our partner families have a zero -interest loan which was financed by
Habitat for Humanity. These families pay a monthly mortgage to Habitat for
Humanity and their payments, which come in monthly installments are used to fund
the current house we are building. We have just started using 3rd party loans which
allows us to receive a portion of the purchase price of the house at the closing of the
house. The 3rd party loan proceeds come into Habitat when the homeowner loan
closes. This is new to Habitat and it is allowing us to build houses more quickly. We
are not waiting over a period of thirty years for small monthly increments. Most of
our 3rd party mortgages will require a silent second mortgage which will be financed
by Habitat for Humanity using a zero -interest loan. This second mortgage will not be
due until the first mortgage has been paid off (30 years). At that time, it will be
spread over a 10 -year period and will not exceed 30% of the homeowner's income at
the time of their application.
13. Percentage of recipients who repay their obligation
Answer: Kittitas County Habitat for Humanity has built 17 houses since 1993. One
hundred percent of our homeowners are making payments on their homes and are
current on their mortgages. Only one homeowner has sold her home which she did
just prior to her death. She lived in her house for over 20 years, raised her three
children in her home who have all gone on to attend various universities. When she
sold her home, she had less than 5 years left on her mortgage.
6
14. Who documents the expenses against the approved budget?
Our program manager and bookkeeper, Jennifer Caloia, tracks all expenses in
QuickBooks. Each week the staff of Habitat for Humanity has a meeting where we
discuss the budget, the expenses and upcoming bills. Financials are discussed at our
monthly board meeting and voted on. A variance report is reviewed by the board and
staff members each month to assess where we stand on our budget.
15. Audits and accountability
Answer: We have an annual audit conducted by Villbrandt, Stark and Moorer, PLLC.
Bruce Moorer is our CPA. His contact information is 18 South 4th Avenue, Yakima,
Washington, 98902 509-575-1558.
16. Measure of Success:
Answer: We measure our success by several factors;
• Number of homes completed;
• Number of homeowner families/individuals;
Number of families/individuals completing homeowner education;
Number of volunteers engaged;
■ Number of outreach events completed to help educate the public about
affordable housing issues.
17. Reporting for 2018 (prior to 2019, 2020 monies being released)
Answer: We are happy to complete any report required for this grant by Kittitas
County and/or HAHC. As we recall, a quarterly report was required for this grant in
the past. In the past when reporting 2060 grant expenditures we have submitted:
■ Receipts for purchases related to construction costs
• Information regarding our partner family
• Statistics required by the County of Kittitas
• Updates from news articles
• Updates on build progress
• Updates on fundraising efforts
If you should hayA,3.Qy additional questions or need clarification, please feel free to
nta me.
C
Ott
Executive Director
509-962-5058
sherri.ott@kchabitat.org
7
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL: G_ i I opx--
Increase number of affordable housing homeownership units completed by 2 between
01/01/2018 and 12/31/2018. See Measures, Strategies and Measurable Objectives for
2018. In 2018 KCHFH will complete House 18. 19 and House 20 will be in Droaress. o
Measures (How will you know you are making progress toward your goal?)
Data Source
Certificate of Occupancy received for House 18 by February 28, 2018 and House 19 by September 15, 2018.
�1
Certificate of Occupancy
Homeowner loan for House 1 a closes by March 20, 2018 and House 19 by September 23, 2018-
closing documents - Title is in homeovmees
name
Homeowner moves into House 18 by March 30, 2018 and House 19 by September 30, 2018
Physical move and homeowner loan servicing
documentation -
Strategy 1 - Select 2 qualified individual/families
Strategy#1:
for Houses 19 and 20 by January 1, 2018.
(What will you do to achieve your goal?)
1)Hold family selection orientation by January 1, 2018;
Qualify applicants by need, ability to pay a mortgge and a
willingness to partner with KCHFH - to be completed within
Measurable Objectives:
one month of orientation (orientation currently scheduled
week of September 18th - 22, 2017; Board approval of
applicants selected by the family selection committee of
KCHFH - approval at October 17, 2017 board meeting.
... .............. _
Strategy 2 - Secure land for House 18 and 19 by
- — -- --
Strategy #2,
(What will you do to achieve your goal?)
01/01/2018.
- -- ----------
1) KCHFH owns lot for House 18.1 -and acquisition
j committee finds acceptable lot for House 19 and
completes due diligence report for board; (Completed
Measurable Objectives:
August 15, 2017). 2) Board approves lot for House 19 -
August 18, 2017. Lot for house 19 closes on September
8, 2018 and transferred into KCHFH's name.
Strategy 3 - KCHFH will continue to work with the
Strategy #31-
(What will you do to achieve your goal?)
City of Ellensburg to acquire 17 Water/Bender
Street lots.
1) Met with Kristen Sackett (Community Development Director) and City of
SIlensburg employees in July 2017 regarding possibility of partnership on
WaterBender Street lots; 2) Site plan has been rteated by Cnoornpass
Enginneering and will be voted on by KCHFH board of directors on
Measurable Objectives:
September 19, 2017. 3) Once approved by the board, KCHFH will complete
the pre -application, $EPA Environmental documents and all required
documentation. At that point we will schedule a meeting with Kristen Sackett
to move to next steps. We plan to meet with her by December 31, 2017.
Our goal is to begin building on this property by August 31, 2018,
*Use copies of the same form if you have more than 3 strategiesfir the same al*
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL: C-7da.-/
Increase number of affordable housing homeownership units completed by 2 between
01/01/18 and 12/31/18. See Measures, Strategies and Measurable Objectives for
2018. In 2018 KCHFH will complete House 18. 19 and House 20 will be in oroaress.
will you know you are mking progress toward your goal?) I Data 5adree
Certificate of 0occupancy received for House 18 by February 28, 2018 and House 19 by September 15, 2018. 1 Certificate of Occupancy
Homeowner loan for House 18 closes by March 20, 2018 and House 19 by September 23, 2018.I Closing documents - Title is in homeowners
name
Homeowner moves into House 18 by March 30, 2018 and House 19 by September 30, 2018.I Physical move and homeowner loan servicing
documentation.
Strategy 4 - Work with architect to create plans
(What will you do to achieve your goal?) Strategy ?) and specifications for House 19.
1) Plans completed and ready for permit process
by 12/10/17. Size of house is based on sizee
and makeup of family according to Habitat for
Measurable objectives: Humanity International standards.
Strategy #2:
(What will you do to achieve your goal?)
Strategy 5 - Acquire building permit for House 19
by 01/01/2018,
1) Plans and specifications completed by
12/10/17; 2) Steps required by local regulatory
agencies completed and permit granted by
Measurable Objectives: 01/01/18.
0 Strategy #3. Strategy 6 - Continue work on House 18 until
(What will you do to achieve your goal?) completion at which time loan closes and
homeowner moves in - March 30, 2018,
Measurable Objectives:
*Use copies ref the same fm -m if tnj
1) Volunteers rallied for work on House 1 until House 18
is completed by March 31, 2018. 2) Certificate of
occupancy received by 2/28/2018; 3) Family dedication
ceremony held by 03/15/2018; 3) Family loan closes by
March 20, 2018; Title of house transferred to
homeowner - March 27, 2018; Partner family moves in
by March 30, 2018
r have more than 3 sfrafejZies for the sumo goal"
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL: C—�pci D/Z
Increase number of affordable housing homeownership units completed by 2 between
01/01/2018 and 12/31/2018. Below see Measures and Strategies and Measurable
Objectives for 2018. In 2018 KCHFH will complete House 18. 19 and House 20 will ben
Measures (How shrill ,ynu know you are making progress toward your goal'?] _Data 5iilirce
1 Certificate of Cloccupancy received for House 18 by February 28, 2018 and House 19 by September 15, 2018 Certificate of Occupancy
Homeowner loan for House 18 closes by March 20, 2018 and House 19 by September 23, 2018 Closing documents - Title 1s in homeowners
name.
Homeowner moves into House 18 by March 30, 2018 and House 19 by September 30, 2018, Physical move and homeowner loan servicing
documentation
Strategy 7 - Secure land with City of Ellensburg
Strategy #i:
(What will you do to achieve your goal?)
1) Complete steps required by City of Ellensburg
in order for partnership to occur. 2) Sign
Measurable objectives: I agreement with City of Ellensburg by July 31,
2018. 3) Begin land infrastructure by August 31,
12018.
Strategy 8 - Work with architect to create plans and
Strategy #2: com
(What will you do to achieve your goal?specifications for House 20 -completed b) p p y by
September 1, 2018.
1) Plans and specifications completed by
8/31/2017; 2) Steps required by local regulatory
agencies completed and permit granted by
Measurable Objectives: 09/15/2017.
0 Strategy #3:
(What will you do to achieve your goal?)
Measurable Objectives:
Strategy 9 - House 19 - Begin construction by
01/01/2018 and continue work on House 19 until
completion - September 30, 2018.
1) Volunteers rallied for work on House 19 until House
19 is completed by September 10, 2018. 2) Certificate
of occupancy received by 9115/2018, 2018; 3) Family
dedication ceremony held by September 20, 2018: 3)
Family loan closes by k5�� 23A18; Title of house
transferred to homeowner 5E—�7'_-R�2018; Partner
family moves in by September 30, 2018
*Use copies of the same form if you have more than 3 strategies for the same goal*
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL:
Goal 1: Increase number of affordable housing homeownership units completed by 2
between 01/01/18 and 12/31/18. See Measures, Strategies and Measurable Objectives
for 2018. In 2018 KCHFH will complete House 18. 19 & House 20 will be in Droaress.
Musa 4t("0W will you know you are making progress toward your goal?)
Data Source
Certificate of Ooccupancy received for House 18 by February 28, 2018 and House 19 by September 15, 2018.
Certificate of Occupancy
Homeowner loan for House 18 closes by March 20, 2018 and House 19 by September 23, 2018.
Closing documents - Title is in homeownees
name.
Homeowner moves into House 18 by March 30, 2018 and House 19 by September 30, 2018.
rt YJCaI move and homeowner loan servicing
:1:�: i -m ntatlon.
Strategy 10 - Ongoing fundraising
Strategy #1;
(What will you do to achieve your goal?)
1) Increase Store sales by enlarging Store sales space
and adding new merchandise - complete August 18,
2017; 2) Increase in donations by adding 4 new major
Mpasuraible objectwes-
donors in 2018 - 2019 Qnd ongoing through 2023; 3)
Increase event giving by adding one major event - from 2
to " Per year; 4) Add 10 recurring donors each year; 5)
Increase in grant funding by $15,000 or more per year,
Strategy fit:
(What will you do to achieve your goal?)
Measurable Objectives:
Strategy 03:
(What will you do to achieve your goal?)
Measurable Objectives:
*Use copies of the samefoy-m rf j ou have more than 3 strate 'es r the same goal*
13
GOALS AND. OBJECTIVES FORM
Fill out white sections only.
GOAL:
Goal 2: Continue with Strategies 1 through 10 of Goal gone for the remaining five years
of the grant cycle - Years 2019 -'2023
Measures ( _ Il you.... ow yni.ars m...a -"'viriirjiy�gQ'a1�;-
.--
:O
2-3 houses will be completed annuallyfor each year 2019 - 2023
M y
Cerfincy
moved In: sown rmakIued;hoerAsonr
moved in; homeowner meking peymerils on home
Goal 2 - Strategy t: Stategies 1 through 10 for Goal 1 WE be
Strategy #1:
repeated until 14 houses have been completed. KCHFH will
(What will you do to achleve your goal 7)
complete houses at a rate of approximately 2.33 per year.
1) 2018 - Complete House 18, 19 and start House 20;
2) 2019 - Complete House 20, 21 and :start House 22;
3) 2020 - Complete House 24 23 and start House 24;
MeasurableOble.rtives:
4) 2021 - Complete. House 24; 25 and start House 26;
6) 2022 - Complete House_26, 27, 28 and start House 29;
6) 2023 - Complete House 29, 30 and 31 and start House
32
Strategy #2:
(What will you do to achieve your goal?)
Measurable Objectives;
Strategy #3:
(What will you do to achieve your goal?)
Measurable Objectives:
*Use co ies of the some forts: if} ou have more than 3 stvategies for- the sante goal*
M
Kittitas County
HDmelessand Affordable Housing Funds
Hudgat Tempine
"'Plaora/Bflo mlYpmyahaddanoa •••
Appb,mtName:
Funding Start Date: 1. to1B
Furtdirtg End Oe . �.,
Prolect Stun Data:
ProJert End Dasa
NwoherofFundingVeamt p
ToWC-MBegtwst svwu110.0o
Total from OlheeSeurcaa $1,55.000,00
Total ProJect Budget 12./15.000.00
ANNUAL PROJECT BUDGET
Amounc(rmn Coynry Bapuert Aniaunthwn rlvbrr5(yrrr_ MAL
S 3123 E 2 o 66-6
ANNUAL TOTALsL-Z--- :i 3 6.6 40 .
Kittitas County Habitat for Humanity
Grant Application Questions — Responses
Habitat —14 Critical Home Repair Project
Kittitas County 2060 Funding for Affordable Housing
1. Strategies and Measures —Specificity and timelines needed.
Answer: Please see revised Goals and Objective Forms
2. Specificity of strategy and measure
Answer: Please see revised Goals and Objective Forms
3. Goals and Objectives — Goal 1— no measurable
4. Answer: Please see revised Goals and Objective Forms
S. How many homes per year?
Answer: Depending on the cost per repair, we expect to complete between 2 and 5
repairs per year. Some repairs such as roof replacements cost more than repairing
porch steps or building a wheelchair ramp. Roof replacements seem to be the most
requested repair. We are requesting $10,000 per year from Kittitas County 2060 funds
to fund these repairs for a period of six years. For every dollar provided by the 2060
funds for repairs, Habitat for Humanity will raise an additional $1.33 to complete the
repair. At the very least, Habitat for Humanity will complete 14 repairs over the six-
year period. It is likely that more projects will be completed as not all projects will be
roof replacements. Our goal is to complete as many projects as possible using 43%
2060 funding - $10,000 - and 57% Habitat for Humanity raised funds - $13,333.33 - to
a total of $23,333.33 per year.
6. Application, screening and selection process:
Answer:
When we hold a family selection, our goal is to get word out to as many people as
possible. To do this we:
Send out notification to other non-profit organizations and networks within
Kittitas County so that they can refer people they know are in need
1
+ Facebook; Twitter and website
• Post fliers around town — grocery stores, post offices, local government office
buildings, libraries, local convenience, and hardware stores,
■ Press releases with local newspapers
+ Washington Disability Resources
• Bright Beginnings — Early Education
• Local School District offices
■ Utility companies
■ Housing Authority of Kittitas County
■ Local Hay Companies
■ Suncadia Resort
+ Department of Social and Health Services
« Work Source
+ Local churches
• Letters, emails and calls to people who have previously expressed an interest in
the program
■ Public Service Announcements on local radio stations.
Applicants are qualified for the program based on 3 criteria: 1) Need; 2) Ability to nay
a_mortgape_ that does not exceed 30%_of gross monthlY_incomeThe family's income
must fall between 30% and 60% of the area median income for Kittitas County, and 3)
Willingness to uartner, demonstrated by the homeowner family/individual working 8+
sweat equity hours helping repair their home and/or working in our Store. To select
the homeowner family/individual from a group of applicants, credit and criminal
background checks are made which help narrow down candidates. A home visit is
conducted on finalists to determine greatest need and determine the extent of the
work needed. A family selection committee works together to conduct a home repair
orientation — a public meeting at which the Habitat for Humanity program is
explained. At this meeting, the applicants submit their applications after meeting
with a volunteer to ask questions and review their application. The family selection
committee, after reviewing the applications, performing criminal and credit checks
and completing the home visit select the homeowner family. The family selection
committee makes a written recommendation to the board of directors and then the
board of directors vote on the selection of the family. Board approval takes place
within one month of the orientation meeting. Accepted families are notified
immediately, as are those who are not selected.
7. Credit worthiness of Habitat families/individuals
Answer: Yes, credit worthiness play a large role in the selection process. Habitat for
Humanity wants to see that those people selected handle money responsibly. Those
with good credit have been shown to have a greater chance of becoming and
remaining successful homeowners who will repay their loans. For those who do not
have good credit, Habitat for Humanity refers them to resources that can help them
strengthen their credit.
S. Does Habitat always charge for the repair?
Answer: Yes. Habitat for Humanity does not give repairs away. We offer a hand -up,
not a hand-out. Our homeowners will never pay more than 30% of their gross income
toward their housing expenses, which includes the house mortgage. Habitat for
Humanity makes repairs possible by offering a variety of loan products, including a
zero percent interest loans. Volunteer labor also helps to keep the costs of the repairs
as low as possible.
9. Repayment monies — going to Kittitas County or into the Revolving Fund for Humanity
Answer: We request that when a partner family makes a repair loan payment to
Habitat for Humanity that the funding stays with Habitat for Humanity. This funding is
what is used to start the next Habitat repair. Every Habitat house repair provides
funding for the next Habitat repair. With affordable housing at a crisis level, our goal
is to increase capacity. We want to keep low-income homeowners who cannot afford
home repairs in their homes by helping them to make their homes more safe, healthy
and usable. To do this requires funding. The more funds we can raise the more
houses we can repair for those in need. All Revolving Fund for Humanity revenue goes
straight into the next house. This money is not used for administrative purposes but
toward our program costs for construction.
10. Revolving Fund for Humanity vs funding to complete additional repairs
Answer: The Revolving Fund for Humanity is part of Habitat's fund to complete
additional repairs.
11. Percentage of recipients who repay their obligation
Answer: Kittitas County Habitat for Humanity has repaired 9 homes in the last five
years. To date, all homeowners are making payments on their home repairs or have
paid off their loans for repair work.
12. Who documents the expenses against the approved budget?
Our program manager and bookkeeper, Jennifer Caloia, tracts all expenses in
QuickBooks. Each week the staff of Habitat for Humanity has a meeting where we
3
discuss the budget, the expenses and upcoming bills. Financials are discussed at our
monthly board meeting and voted on. A variance report Is reviewed by the board and
staff members each month to assess where we stand on our budget.
13. Audits and accountability
Answer: We have an annual audit conducted by Vilibrandt, Stark and Moorer, PLLC.
Bruce Moorer is our CPA. His contact information is 18 South 41' Avenue, Yakima,
Washington, 98902 509-575-1558.
14. Measure of Success:
Answer: We measure our success by several factors;
a Number of homes repaired
a Number of homeowner families/individuals served
a Number of volunteers engaged
• Number of outreach events completed to help educate the public about
affordable housing issues.
15. Reporting for 2018 (prior to 2019, 2020 monies being released)
Answer: We are happy to complete any report required for this grant by Kittitas
County and/or HAHC. As I recall, a quarterly report was required for this grant in the
past. In the past when reporting 2060 grant expenditures we have submitted:
a Receipts for purchases related to construction costs
a Information regarding our partner family
a Statistics required by the County of Kittitas
Updates from news articles
a Updates on build progress
e Updates on fundraising efforts
If you should have additional questions or need clarification, please let me know.
ham
Sherri Ott
Executive Director
509-962-5058
Sherri.ott@kchabitat.org
4
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL:
Goal One: Provide 2 - 5 affordable home repairs to low-income families/individuals who
qualify for Habitat for Humanity's Critical Home Repair program in 2018. This process is
repeated each vear for a six-vear period. p
Measures (How will you know you are rnakirfg r0ress toward your goal?)
Data Source
Home Repair Orientation held by March 31, 2018
sheetstedapplicanlsatlendo enlalion- sign -in
Homeowner Family (families) selected by April 30, 2018
Brd
mmueseteonqualifiedapplicants - board
Work mmpleled onhpn*ff lym l,o.10,rlp�'j mom.-M"gAM,on, Drf,"mrafry/lp be c ploled
051152019.—bo C*dgi aby J. lA O Thio pr.-a,ar e,:m th. !u-nnvey rAjl .total
$13,333.33 Hebnm b HumeMy now fundj,,!
rlio iN oel,con, work on the Ahl~g0:?n by
of STA.T3333 has b—Nko,f- (510,tKz2X6r..er•
PaMw nn, co 91,tlon orprojwd lot and begins making ban
payments-homeawnerrtto+ds end Ouick9aok account re I
giser
Strategy 1 - Conduct community wide outreach to
strategy #?)
potential applicants for home repairs by
(What will you do to achieve your goo!?)
02/15/2018.
1) Contact 10 or more commu13lty based organizations; 2)
Use Facebook; Twitter; webpage; Community Connect and
Wiggio to get word out; 3) Contact all persons who have
Measurable Objectives:
expressed interest in the home repair program by mail,
phone and email; 4) Contact all local churches to inform
about program; 5) Hold three speaking engagements prior
to selection orientation - March 31, 2018.
Strategy 2 - Hold orientation meeting with
Strategy #2!
(What will you'do to achieve your goal?)
applicants take applications by March 31, 2018.
Select families/family for repairs by April 30, 2018-
1) Application process in place with guidelines based on Habitat
for Humanity International regulations; 2)Qualify
families/individuals in need who can repay an affordable loan
Measurable Objectives:
for the repairs - based on need, affordability and willingness to
partner with Habitat for Humanity; 3) Family/Individual seieGed
for repair by Family Selection committee; 4) Board votes to
approve family/individual for repair project by April 30, 2018-
0
Strategy 3 - Make needed repairs on project.
strategy #a:
(What will you do to achieve your goal?)
Complete project and homeowner begins making
payments
1) Begin runstn"Oon on praJact. by 05t J5)201$, NOW ltlsl Ihi$ program aHawn rcrgreatgr
opportunilles fo erig sgo more people in "Iping.;p wive Elio elrerdobto htxldfng IMC3 le aur
cornmunlly; 2jFs+.gage the homeowner In mat equity hours to help with the ptq&i. coppmong
on tate exrnnt of 4ks rapatim needed and She lonMh of Jhap�tljeCS,.C{itc�] home roplaii pruladte
p}IEn ragt�ro 8 )lours a! zwda! equity; 3} kame rapak pfdlad is uXnpit3ted bY' 05r15r20t8 4)
Measurable Objectives:
Homeowner a ens cBrl iFcate of rarnpieuon and "lefe5 !oars pdporwork; 5) Kw"wvrer naglns
making monthly anardaw.roto•interesllean paym-W5 Ili liabltatfor hlamnnny,This pracebgiii,
crsmPeitad for 00 prat= done, WWI ecvr plsfo as marry pngelfs as possible uW9 Jho 43%
(20W Fwlds7 and 57%{Habllal for f•lunlardly railed klndsl opX Agaln, the riumberW prolMli
eCmp!ated villi dapanly on rho w3J of sada praieci Tho JotaI.wa erped to spend parylsar
S'.amaoEfhg Mjed:ls $23,333.33 - 11110,0011 of WtIcr+ lz handed by use Mo fundg WW wllh
513,333-33 boing funded tnromotf Habitat for fdulnmiws fundmising effadk
*Use copies of the same form ifyou have more than 3 strategies for the samegoal*
13
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL:
Goal 2: Provide affordable means for qualified families in need to access affordable
home repair services
will you know yo
toward your goal?j I Data Source
Homeowners pay no more than 30% of their gross income for housing expenses I Check stubs and loan documents
ServeM Iced nxnberorpbrviduals end%mdros in "ill, County wM eHadable l mN needs we aro ealaul¢g d,e no , m ba b M,en z to splojeaI pu Number of Partners homeowner
yea, d. -p on1M M4 of each plojecl O.,yeal 41. complete as many p,Ofeas z¢pcss;bk usvq a3%'aUrA lundiry end Gi%HabiWl for H�mani11 la',aed I= f
,oel,.:: w.n ae real. families/individuals) served
�ejsy �f1:
(What will you do to achieve your goal?)
Measurable Objectives:
Strategy I - Use payment options which are
affordable and fit with the income of qualified
partners.
1) Number of no -interest home repair loans held by
KCHFH; 2) Number of USDA 504 loans used by
qualified partners; 3) Loans are spread out over years
to ensure that the partner is not cost -burdened by the
payment. 4) All partners paying not more than 30%
for housing expenses, including current mortgage.
Strategy Y_ - Utilize volunteer labor when possible to keep
stagy 2: costs lower for homeowner family. The number of volunteers
(What will you do to achieve your goal?) per project will be dependent on type and size of project.
Measurable Objectives:
1) Cost of projects in which volunteers are
utilized provide a lower cost loan for the
homeowner; 2) We will track number of
volunteers per project and estimate value of the
volunteer labor.
�, / Strategy3- This process continues for each project. We are estimating
C--�-'-f gy #3: completing 2 to 5 projects per year depending on the cost of each project Our
goal is to complete as many projects as possible using 43% 2060 funding and
(What will you do to achieve your goal?) 57% Habitat for Humanity raised funds to a total of $23,333.33 per year.
1) Track and document expenses of each project;
2) Track funding split between 2060 and Habitat -
raised funding: $10,000 per year from 2060
Measurable Objectives: funding; $13,333.33 per year from Habitat for
Humanity raised funding - totaling $23,333.33 in
project costs annually.
*Use copies of the sante form if you have more than 3 strategies for the sante goal*
13
HOPESOU RCE -SENIOR ADVOCACY PROGRAM
1. Somewhere in the Project Description Summary it needs to be made clear that you
are requesting and additional $45,000.00 to be added to the $80,000.00 you are
already approved to receive for this program in 2018. Then list each year and
amounts with the 5% added through 2023. This should impact your request because
you already have $80,000 allocated for 2018. If this is not a correct assumption,
then essentially you are asking for over $200,000.00 for this program in 2018. Very
confusing. NG
HopeSource modified Project Description Summary:
HopeSource is requesting amendment of the current contract with funding for direct
service rental assistance of $125,507.00 annually, which is the historic $80,000.00 plus
$45,000.00, with an escalator of 5% per year through 2023. These funds will immediately
remove the wait list for housing. SSAP has historically ensured that 24 vulnerable seniors
annually are prevented from remaining or returning to homelessness. Data indicates that
70 additional seniors could require assistance of become homeless in the next three to five
years.
2. Redo Goals, Strategies and Measures to be more specific and measurable and include
timelines. Use the sample sheet provided. NG
See revised goals worksheet
3. More detail is needed in the budget narrative. How much from this budget is being
expended directly on seniors and how much on staff? Why are you asking for a 5%
escalation each year? Does that benefit the seniors or staff salaries or operational costs? NG
Direct client service will total $93,840.00 and non -administrative staff will total $15,987.00
in the first grant year. Requested increases will address standard annual COLA (cost of
living adjustment) of 3% plus additional increases in rents anticipated due to lack of
housing availability.
4. Proposal Details #4 Partnerships, page 9. Are these entities actual, real partners? I do not
mean they just happen to provide services to people; are they actual partners with
HopeSource? JF
HopeSource regularly works with and considers the organizations listed in the grant as
collaborative partners in meeting the needs of vulnerable populations in our community.
The term partnership among social service providers in a community is a generally
accepted term that defines cooperation and inter -referral among agencies within that
community.
5. Proposal Details #6 Sustainability, Page 11. Is stated "the SSAP program is not sustainable
without Kittitas County funds"... do you mean there is absolutely NO other manner of
funding whatsoever and you would have to NOT have this program? JF
This program is unique to Kittitas County and there are no other available funding
sources that meet this exact criteria.
6. Goals and Objectives Form Page 13. All three pages have the same question: Why are
there no measurables listed? JF
See revised worksheet
7. Budget Narrative #1: Funding Utilization page 14. What is the actual amount you are
asking for on this specific grant? $125,507 or $693,504.30? JF
The initial funding request is for $125,507.00 for the coming 2018 grant year with a
5% escalator each year thereafter for the remaining grant years.
8. Budget Narrative #2: Other support page 15. You state "Crestview has a cash allotment
paid to us"... 1- is this a guarantee? 2- How much is it? 3- How long does this last? JF
HopeSource and Crestview have a private contract that is renegotiated and renewed
annually.
9. Budget Narrative #3 Sustainability page 16. I guess my response here is this statement
doesn't really tell me much... would it be sustainable or not... I see the word
"sporadically" but that does not tell me much. JF
There are no consistent funds to sustain this program other than what is provided
through the generosity of Kittitas County. Private grants may or may not be made
available on an annual basis and, in any event, are not at the current levels needed to
sustain the program.
10. Please explain the total funding requested: Is the amount requested in addition to funds
already allocated to your organization? Or, is some portion additional monies requested?
GC
Yes. We are requesting $45,000.00 in addition to the $80,000.00 we currently receive for
I
he Senior Rent Assistance Program. The request for $125,507.00 for the initial 2018
grant year is to amend the grant we currently receive for this purpose.
11. Please explain the screening and application process. GC
See Screening and Application process document.
12. How many clients do you expect to serve with this grant? GC
We expect to add an additional 10 seniors to our current case load of 24. We are
targeting 34 assisted households annually.
13. Who audits how the money is spent to ensure the best interests of
Kittitas County taxpayers? GC
Kittitas County Auditor is responsible for auditing all county expenditures. HopeSource
is annually audited by an external account and has received 11 consecutive years of clean
audits.
14. How will you measure the success of your program? GC
By achieving our amended goal statements.
15. Before the 2019, 2020, etc. monies are released, how will you report, and what will
you report, on the expenditures of the prior year to the committee? GC
Using the reporting tool that is currently in use by the Senior Rent Assistance
program provided by the HAHC.
GOALS AND OBJECTIVES FORM_
Fill out white sections only.
GOAL:
Provide outreach and support services to target of 34 vulnerable seniors who are
homeless of at risk of imminent homelessness because of high cognitive,
nhvsical and financial barriers in unser and lower Kittitas Countv. v
Measures. (How will you know you are making progress toward your goal?)_1 Data Source
Number of clients served
CAP 60
Provide focused educational materials at
Strategy #1: locations throughout the community
(What will you do to achieve your goal?)
-Meet with 5 senior living centers to develop
appropriate outreach materials within 60 days of
grant award
Measurable objectives: _ Distribute materials to 100% of senior centers,
food sites, convenience stores, clinics and
Medicaid service providers in Kittitas County
Strategy#2: Research potential SSAP qualified seniors
(What will you do to achieve your goal?)
-Search energy assistance database for
2010-2017 to identify potential needs
Measurable Objectives:_ Contact 10 new seniors per year to verify
qualification and need
Strategy#3: Promote community partner outreach and
(What will you do to achieve your goal?) I education
* Use
Measurable Objectives:
the same
- Interview 100% of local providers who provide
services to seniors to increase understanding of
services available
- Offer a minimum of 10 workshops in the
community at large on the needs of this specific
population and the services offered by SSAP
have more than 3.
for the same goal*
13
GOALS AND OBJECTIVES FORM
Fill out white sections only,
GOAL:
Target 5 seniors from SSAP to move into permanent subsidized housing based
solely on income (not permanent supportive housing which requires continuing
case management) o
Measures (How will you.know you are making progress toward your goal?) I Data Source
Successful moves to permanent housing
Cap 60 data Base
HMIS
Evaluate seniors for match with criteria of
Strategy #1: subsidized units available in county including
(What will you do to achieve your goal?) financial, physical and emotional needs
- Evaluate up to 34 seniors to verify eligibility for
subsidized housing
Measurable objectives: _ Contact subsidized units operators monthly to
verify availability.
Strategy#2: Prepare viable senior candidates to meet
(What will you do to achieve your goal?) eligibility criteria of available units
- Monthly coaching and education sessions for 5
seniors qualified for subsidized units completed
Measurable Objectives:
Strategy#3: Create resource plan with 100% of seniors who
(What will you do to achieve your goal?) qualify for subsidized units
- Resource stability plans developed and
reviewed monthly for 5 seniors in preparation for
move to new units
Measurable Objectives:
I *Use conies of the same form if you have more than 3 stratezies for the same zoal * I
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL:
Target 34 seniors to fully utilize all community resources to decrease their living
cost and move them closer to independence.
Measures (How will you know you are making progress toward your goal?) Data Source
Improvement in number and type of resource per senior CAP 60 Database
JResource referral list
...........
Conduct comprehensive whole person
Strategy#1: assessment to identify seniors barriers to
(What will you do to achieve your goal?) permanent housing
- Whole person assessment and Well Being
Survey completed for target of 34 seniors in
Measurable Objectives: , program
I
Strategy #2: fConnect seniors and community resources
(What will you do to achieve your goal?)
-Connect 100% of SSAP seniors to resources
identified in assessment that assist their mental,
Measurable Objectives: physical, social and spiritual well-being.
Strategy #3: Assist seniors, identified in the assessment, who
(What will you do to achieve your goal?) need assistance with Medicare, Social Security and
Insurance support
- Seniors identified are enrolled and connected
with needed services.
Measurable Objectives: -Monthly check -ins completed for a period of 3
months to ensure sustainable connection to
services.
I *Use copies of the same form if you have more than 3 strategies for the same goal* I
11
Senior Support and Advocacy Program:
Participation in the Senior Support and Advocacy is certified yearly beginning January 1 through
December 31. After yearly intakes seniors are notified concerning weather they have been
approved for an additional year of financial assistance.
At intake client's work with case manager developing their stability plan with the goal of
directing the client towards self-sufficiency and housing stability. The plan includes utilizing
resources through Hope University, Energy assistance, Aging and Long Term Care, and other
community resources and service providers. Applying for subsidized housing that is based on the
clients low fixed income will also be a recommended part of affordable stable housing. Waitlists
for affordable stable housing units can vary from g to 18 months.
Eligibility and Screening Process
Clients must be 65 or older to be eligible for the program.
• Clients income must be 50% or AMI or lower
Each client who is seeking assistance through the SSAP program or is already a client of
the program will come in for an intake in October and November.
• Clients need proof of income, lease, proof of ongoing medical expenses, Social Security
card and photo ID.
' • During the intake an accurate budget will be done to see where their money is going and
if they can cut back anywhere. Also other resources will be addressed such as family.
A rent calculation should be filled out to see what 30% of their income would be taking
into account an elderly/disabled deduction.
Rent assistance agreements would be signed by client, landlord, case manager and
manager and their assistance would start for the next year, January 1St. Payments are
made monthly directly to the landlord on record.
HOUSING AUTHORITY/ HOPESOURCE / ELMVIEW- HASS
1. Project Description- Redo this paragraph and take out all of the program description. What we need to
know is which agency is doing what part of this partnership. Also, you mention Habitat for Humanity?
Are they part of this project? If so, where do they fit in and what do they do? NG
HopeSource's revised Project description:
HAKC, HopeSource and Elmview propose to collaborate on a combination of rental
vouchers supported by wrap around case management and supportive services. HAKC, in
conjunction with the Yakima Housing Authority, will continue to provide vouchers to 25
households and will contract with HopeSource and Elmview for wrap around case
management and employment training with the goal of graduating tenants from subsidized
voucher housing to permanent unsubsidized housing.
HopeSource case managers will provide households with Supportive Services and connect
them internally to energy assistance, youth scholarships, transportation, and life skills
education including budgeting, credit and debt, and employment preparation. They connect
households externally with resources such as nutrition security, mental health, physical
health, substance counseling, and job searching.
Elmview case managers will provide Employment Services that support and empower
families with job searching and training for the workforce.
The collaboration of the three local agencies outlined provide the support and framework to
move families to self-sufficiency and potential home ownership opportunities through a
Habitat for Humanity home ownership program or other conventional opportunity.
Habitat for Humanity is included by reference as a community partner whom we may refer
our successful graduating households to for a home ownership opportunity.
2. Is this a pilot for a Pathways to Permanence project? Or, is that an additional part of this
project? It's difficult to understand.
The philosophy of this program is to move people from subsidized housing to permanent
housing that households can afford without subsidy. Strategies include improving wages,
improved budgeting skills, and finance management. The "pathways to permanence" is a
phrase used by community action agencies to describe the work Community Action does to
move households into stability and self-sufficiency.
3. . Goals, Strategies and Measures- very confusing, not specific enough and do not include
timelines at this point. The responsibilities of each agency should be identified in this
section as well. What will be done, how will it be accomplished and who is responsible for
each strategy and/or measure? NG
See updated Goals worksheet.
4. In the budget narrative, Funding and Utilization, outline which agency receives funding, the
work they do for the funding, and how much funding. Who coordinates the budget and how
will each agency receive their funding? Why the 5% increase each year? Approximate the
amounts of the in-kind contributions of the two year span. NG
The non -administrative staff cost will be shared by HopeSource and Elmview for
supportive service and supportive employment staff activity to be determined by the
individual needs of the clients. Administrative functions will be administrated by
HopeSource and its staff. The 5%increase covers the 3% increase in COLA (cost of living
allowance) and projected operations cost increases.
Approximately $17,000.00 in in-kind contributions from the Housing Authority and
Elmview for space, utility, supplies and equipment costs over the two year period.
5. Proposal Details #1: Applicant profile and Qualifications page 4 348 words. Obviously, this
is not a question. I merely want it on record. JF
Understood.
6. Proposal Details 42: Project Description Summary page 5 19 words. Obviously, this is not
a question; I merely want it on record. Why is Habitat for Humanity and not Elmview
referred to in paragraph 3? JF
Habitat for Humanity, unlike Elmview provides homeownership opportunity which is one
of the goals of this program.
Proposal Details #3: county priorities page 8- why is Habitat for Humanity referred to here?
JF
See above
Proposal details 94: Partnerships page 9- 274 words. Obviously, this is not a questions; I
merely want it on record. Are these entities actual, real partners with HopeSource? JF
HopeSource regularly works with and considers the organizations listed in the grant as
collaborative partners in meeting the needs of vulnerable populations in our community.
The term partnership among social service providers in a community is a generally
accepted term that defines cooperation and inter -referral among agencies within that
community.
9. Proposal Details #6: Partnerships page 11- you state in the first paragraph,"... utilize other
grant sources to backfill..." What other grant sources? JF
HopeSource operates a variety of grants in central Washington, many of which can be
leveraged or used as match to fill in any gaps in funding.
10. Goals and Objectives form page 12- All three pages have the same
question: Why are there no measurable listed? On the third of these pages
where it states, in the top box, "...HopeSource and Habitat for
Humanity..." What does Habitat have to do with this funding request? JF
See revised goals worksheets
(The Pathways to Permanence narrative and goals sheet has been removed from our
grant proposal.)
11. Budget Narrative # 1- Funding Utilization page 14- What is the actual
amount you are asking for on this specific grant? JF
We are requesting $117,256.00 for the initial 2018 grant year with a 5% escalator
for the remaining year.
12. Budget Narrative #3: Sustainability page 15- You state "Those individuals who are
receiving Social Security or who become recipients..." Is this SSA retirement of
disability? JF
Individuals may be recipients of either/or SSA or SSDI
13. How many clients do you expect to serve with this grant? GC
We are targeting 25 households annually.
14. Please explain the application, screening and selection process. GC
Participants of the program must first qualify for HAKC housing and are then selected
from the HAKC waitlist per their required waitlist selection criteria.
15. Who audits how the money is spent to ensure the best interests of Kittitas County taxpayers?
GC
Kittitas County Auditor is responsible for auditing all county expenditures. HopeSource is
annually audited by an external account and has received 11 consecutive years of clean
audits.
16. Are all the vouchers used each year? GC
Housing Authority has committed 25 housing based vouchers to this project which we
anticipate using.
17. How will you measure the success of your program? GC
Per the updated goals worksheet
18. Before the 2019, 2020, etc. monies are released, how will you report, and what will you
report, on the expenditures of the prior yearto the committee? GC
We will work with the HAHC and the Board of Commissioners to create a reporting
tool which meets requirements.
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL:
Prepare a target of 25 tenants for unsubsidized
housing through wrap around
case management.
Measures (How will you know you are making progress toward your goal?) Data Source
Number of tenants exited to permanent housing Cap60
Improved Self Sufficiency Scores
Internal wellbeing survey
I
................. _ _............ _ ............
Develop case management Support Services
Strategy #i:
program for HAKC clients
(What will you do to achieve your goal?)
-Support Services program tailored to HAKC
demographic completed within the first 60 days of
grant award.
Measurable objectives:
-Criteria and process for equitable and confidential
selection for the case management program
developed within 90 days of grant award
Strategy #2:
Conduct assessment of 25 tenants and identify
(What will you do to achieve your goal?)
tenants with capability to move to greater
self-sufficiency
- Assessments completed for all identified
tenants within 120 days of grant award.
Measurable objectives:
- Screen minimum of 4 tenants a month to verify
status and appropriate to program
Provide tenants connections, referral and guidance
Strategy #a:
(What will you do to achieve your goal?)
to services needed to overcome identified barriers.
i
I
-Stability plans outlining expectations and accountability
developed with identified tenants within 10 days of
assessment
Measurable Objectives:
-Referrals and connection to identified service providers
that will overcome specific household barriers
completed within 10 days of assessment.
*Use copies of the same form zfyou have more than 3 strategies for the same goal*
13
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL:
75% of people participating in the program will have completed the Elmview
employment program and will be employed.
Measures (How will y[j_L� IE[t10w you are making progress toward your goal?)
Data Source
Number of people employed within 6 months of training
Internal Tracking Documents
Collaborate with HAKC and HopeSource to
Strategy identify individuals in need of employment
?
(What will you do to achieve your goal? supports.
50% of those identified for the program will
incorporate employment outcomes in their
stability plan.
Measurable Objectives.
Strategy#2:
Engage identified individuals to develop
(What will you do to achieve your goal?)
individualized person centered plans (PCP) focused
on employment outcomes.
80% of individuals identified as participants will
develop a PCP
Measurable Objectives:
Work with individuals to implement employment
Strategy #s:
(What will you do to achieve your goal.)
;
focused PGP.
-80% of individuals actively engaged in the
training will implement an employment PCP
- Number of people employed within 10 months
Measurable Objectives:
of training completion
............................
*Use c9pies of the same form if you
have more than 3 strategies for the same goal*
HOPESOURCE-WOMEN'S SOBER HOUSE
1. Goals, Strategies, and Measures: All of the strategies you submitted will be useful AFTER
you .find the clients for this program. You need a goal and then strategies and measures to
identify where and how you will find your clients. Rework goal/strategies/measure you
submitted to include specifics and timelines. NG
As you develop the strategies and measures, you must be specific as you lay out how you
will accomplish the goal. You must also identify timelines for each strategy and measure.
(For examples: how many meetings does each client have to attend, how often will you
Check compliance for each client and what does that mean? How will you monitor Hope
University attendance, etc. etc.)
The goals/strategies/measures section tells the story, in a step-by-step fashion, of what you
are going to do for this project. The goal of each piece is the big picture. The strategies and
measures are broken out so the reviewer can see how you are going to meet your goal. We
I
need the specificity and timelines for the accountability work that we have to do.
See revised goals worksheets
2. Need more detail in the Budget Narrative. What kinds of staff activity will be funded
and estimates`? How much are lease payments each month? Estimates on utilities and other
costs, house monitor costs, and administration and maintenance/yard work. NG
Staffing funds will be utilized for an in-house House Manager and Program
Supervisor. We anticipate lease costs to average $1,950.00 per month depending on
property leased. Utilities and maintenance are estimated at $4,575.00 annually and
there will be an administration cost of $4,680.00 annually.
3. Proposal Details #3: County Priorities: Increase capacity and sustainability for homeless
'sheltering page 6. You state "Kittitas County coordinated entry indicates on average 28
homeless single women request housing services and also self -identify as having substance
use disorders" ... this number contradicts homeless numbers from the past (and previous)
years' Point -In -Time count HopeSource conducted. JF
The Point -in -time count numbers are collected on a single day of the year, the fourth
Thursday of January. The coordinated entry numbers indicated in our proposal are annual
numbers not single day representations.
4. Proposal Details #4: Partnerships page 9 at the end of the first paragraph you state "and
many others" ... I really hate to nit-pick but what are the "many others"? In the second
paragraph, you mention Hope University as a partner. How can it be considered a "partner"
when it is part of HopeSource itself? JF
Merit Resources regularly works with and considers the organizations listed in the grant as
collaborative partners in meeting the needs of vulnerable populations in our community. The
term partnership among social service providers in a community is a generally accepted term
that defines cooperation and inter -referral among agencies within that community.
Many others include any community agency that provides services needed for each
individual. It is impossible to list them all, they will depends on the needs of each individual
resident. This may include, but not limited to; DSHS, Bright Beginnings, YVCC, Work
Source, the Housing Authority, Comprehensive Healthcare, ASPEN, Public Health and
more.
Hope University is a specific component of our housing program, they are a part of Hope
Source, yes, but a valuable component that is being highlighted as an additional partner.
,5. Budget Narrative #1: Funding Utilization Page 14
You state "Funds for the program would pay house rent and utilities for a two-year period
and would also help furnish the rental." Does this mean you have to come back every two
years and asked for assistance? Is there any way you can accumulate money to begin to
offset what you ask for and eventually (say 2-4 years) not come before our committee and
request funds? JF
Yes, there are currently no other funding resources available to fund this valuable Women's
Sober House project. Although some program income may be received from participants in
the sober house program, the program income is minimal and will not be sufficient to
support the program.
6. Budget Narrative #3: Sustainability Page 16
Don't your clients pitch in to pay rent? Is there no DSHS-related entity (like the old
ADATSA) to receive money? Don't they work? JF
Yes, there is minimal program income, but the income is not sufficient to support the
program.
The ADATSA program was terminated approximately 10 years ago and there are
currently no other funding sources to support the program except the possibility of ABD
which provides $197.00 per month to eligible individuals.
7. Budget Narrative #4: Partial Funding Page 16 You state, in the first sentence, "...we
Would need rental dollars..." Per your list on page 14, (Funding Utilization) six other items you
need the money for. I am assuming when you use the word "rental dollars" you are including
everything (e.g. activity of staff, utilities, help furnish, etc.) JF
In this case, "rental dollars" does include non -administrative staff cost, direct client
services, operational costs, and administrative costs.
8. Budget Template
In the box marked "Direct Client Services", the first line is "Rental Assistance" and you have
$23,400 entered. In the box marked Administrative costs, the eighth line is "Rent" of $300.
What is THIS rent for? JF
This is the cost associated with pooled space expenses.
9. Please explain the total funding requested: this seems like an insufficient amount to
deliver on commitments made in the grant application. GC
a. Is the about requested $26,000 per year?
No, the amount requested is the $52,212.00 for the 2018 grant year.
b. Who will pay for staff?
The grant provides funding for the House Manager and Program
Supervisor.
C. How are operating expenses (food, clothing, utilities, etc.) paid?
Utilities and maintenance and other operating costs are funded through the
grant, however food and clothing are funded through other sources.
10. Please explainthe application, screening, and selection process.
The application process is fairly basic are the must be;
1. diagnosed substance use dependent and willing to engaged with Merit
Resource Services treatment services
2. Homeless and single (non-custodial parent)
3. Free from serious violent, sexual, arson or weapons offenses
4. Willing to follow all house rules and expectations, including compliance
with Hope University and Hope Source long-term housing assistance
If there is a bed available and they meet the above criteria they are eligible. If we have more
than one application for a single opening the individual who meets the state definition of
homeless has priority.
11. How many clients do you expect to serve with this grant?
We are targeting 8-10 individuals in the initial year and 10-14 clients in the second year of
the grant.
12. Who audits how the money is spent to ensure the best interests of Kittitas
County taxpayers? GC
Kittitas County Auditor is responsible for auditing all county expenditures. HopeSource is
annually audited by an external account and has received 11 consecutive years of clean
audits.
13. How will you measure the success of your program? GC
See revised Goals Worksheet
14. Before the 2019, 2020, etc. monies are released, how will you report, and what will
you report, on the expenditures of the prior year to the committee? GC
Merritt Resources will work with the HAHC and the Board of Commissioners to
develop appropriate reporting mechanisms.
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL:
Identify and hire "House Monitor" for grant, start date January 2018
.Measures How will you know you are making progress toward our goal?)
Data Source
Have house monitor hired
Internal
Reach out to Recovery Community for interest.
Strategy #1:
(What will you do to achieve your goal?)
Have job description created and ready
December 2017.
Measurable Objectives:
Upon notice of grant approval, start hiring
Strategy #z:
(What will you do to achieve your goal?)
process.
Hire staff.
Measurable Objectives:
Strategy #3:
(What will you do to achieve your goal?)
Measurable Objectives:
*Use copies of the same form if you have more than 3 strategies for the same goal*
GOALS AND OBJECTIVES FORM
Fill out white sections only.
GOAL:
Identify potential residents for grant start date January 2018
Measures (How will you know you are making progress
toward your goal?)
Data Source
Full house
Beds full
Talk with Merit staff about current patients in
Strategy#1:
program (December 2017)
(What will you do to achieve your goal?)
Interview potential residents and determine need
and eligibility (December 2017)
Eligibility includes; no disqualifying criminal
Measurable objectives:
history (serious violence, arson, weapons or sex
offense), active in treatment at Merit, ties to
community, current housing status and need.
Strategy #2-
Work with Hope Source and access Coordinated
(What will you do to achieve your goal?)
Entry to see if any homeless women also
self -identified as substance use dependant.
Reach out to those individuals to determine need
and eligibility. (December 2017)
Measurable Objectives: .
Communicate with the jail and ASPEN to inform
Strategy
them of the program start and see if the have
y any
(What will you do to achieve your goal?)
?)
potential applicants identified.
Measurable Objectives:
..............
*Use copies of the same form if you have more than 3 strategies for the same goal*
GOALS AND OBJECTIVES FORM
Fill out white sections only,
._.............. ................ w. ...... _..._.......... .......
GOAL:
Transition 8 - 10 women from homelessness to stabilized housing in 60-180 days.
Measures (How will you know you are making progress toward your goal?)
Data Source
Transition 8-10 women through the program to stable housing.
Coordinated Entry/HMIS
Women must stay in active compliance with
Strategy, #I'
treatment at Merit Resource Services
(What will you do to achieve your goal?)
Group attendance, treatment plan compliance
and sobriety.
Measurable Objectives:
Strategy #2:
Women must stay in active compliance with
(What will you do to achieve your goal?)
sober house rules and expecations
* Attend 5-7 sober support meetings, weekly.
Attend weekly house meeting with monitor and case manager,
* Attend appointments with case manager as directed.
Measurable Objectives:
* Attend Hope University as directed by case manager and
Hope Source.
* Comply with other services as determined appropriate (mental
health care, YVCC/GED prep, medical, job assistance, etc.
Hope University Classes and Hope Source
Strategy#3:
(What will you do to achieve your goal?)
long-term housing placement and assistance.
Compliance checks with Hope University.
Housing assistance with Hope Source as
appropriate.
Measurable Objectives:
*Use copies of the same form if you have more than 3 strategies for the same goal*