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AH-2018-001 Habitat
AH-2018-001-Habitat for Humanity AFFORDABLE HOUSING PROGRAM GRANT AGREEMENT This Affordable Housing Surcharge Fund Grant Agreement ("Agreement") is entered into between KITTITAS COUNTY, a political subdivision of the State of Washington (the "County"), and HABiTAT FOR HUMANITY ("Recipient") for 14-House Build Project. ARTICLE I -PURPOSE AND TERM Section 1.1 Pum e: The purpose of this Agreement is to distribute affordable housing surcharge funds awarded pursuant to the applicable provisions of RCW 36.22.178-.1791. Section 1.2 Term: This Agreement shall take effect on January 01,2018 and terminate on December 31,2018. ARTICLE II -GRANT AMOUNT, USE AND BUDGET Section 2.1 Grant Amount: The Recipient is awarded a total of up to ninety thousand dollars ($90.000 .00) per year (the "Grant Award") to be administered as follows as Grant Award#AH2018-001-H abitat for Humanity. to be used for the 14-House Build Project. Section 2.2 U e of Grant. The Recipient shall use the Grant Award solely for the purposes and in the manner described in Exhibit A -Attached Application (the "Project")and Exhibit B -Attached Supplemental Application Information. Adjustments to Proposed Project Timelines may be requested of the Committee in writing and the Committee may recommend adjustment(s) to the Board of Kittitas County Commissioners. These recommendations may be granted or denied at the discretion 0 f the Board of Kittitas County Commissioners. Section 2.3 Budget. The Grant Award shall be expended by the Recipient as set forth in Exhibits A and B -Application and Supplemental Application Information. Adjustments to Proposed Project Budgets may be requested of the Committee in writing and the Committee may recommend adjustment(s) to the Board of Kittitas County Commissioners. These recommendations may be granted or denied at the discretion 0 f the Board of County Commissioners (BOCC). ARTICLE III -DISBURSEMENTS Section 3.1 Disbursement of Grant Award Funds. Not more frequently than once a month, the Recipient may request disbursement from the Grant Award. Each disbursement request must be made by the Recipient submitting to the County at the address specified in Section 5.2 a properly completed Reimbursement Request form. The request must identify the work performed and be accompanied by detailed invoices of all allowable costs and expenses Affordable Housing Grant Agreement Revised 1112017 Page 1 of9 AH-2018-001-Habitat for Humanity incurred for which the Recipient is seeking disbursement, unless further documentation is requested by the Committee, the Kittitas County Auditor's Office, or the BOCC. The Recipient will be subject to periodic on-site audits to ensure that satisfactory supporting documentation of all allowable costs and expenses are being kept. Section 3.1-A Post disbursement: Within 30 days of its receipt of the request and satisfactory supporting documentation, and subject to the other terms and conditions contained in this Agreement, the County shall pay the amount of the invoice to the Recipient at the address specified in Section 5.2. Section 3.1-B Advance Disbursement: The Recipient may under extraordinary circumstances request disbursement from the Grant Award in advance of actual expenditure. Please contact the Board of County Commissioners for additional information. Section 3.2 Disbursement Limitations. In no event will the County ever be required to disburse funds in excess of the Grant Award. In addition, unless expressly provided otherwise in this Agreement: (a) no disbursements will be made in advance of costs or expenses being incurred; and (b) no costs or expenses incurred by the Recipient prior to the effective date of this Agreement, or after its termination, are eligible for reimbursement. Section 3.3 Disbursement Without Pr e judi e. Any disbursement made by the County to the Recipient shall be without prejudice to the County's rights later to challenge the propriety of the Recipient's claimed costs or expenses. Section 3.4 Whbb ld.ing Dj bur ement . If the Recipient fails to perform any obligation under this Agreement and the failure has not been cured within 10 days following oral or written notice from the County or the Committee, the County may, without penalty and in its sole discretion and upon written notice to the Recipient, withhold all monies otherwise due the Recipient until such failure to perform is cured. This right to withhold disbursements is in addition to all other rights and remedies the County may have available to it under this Agreement or under law. ARTICLE IV-REPORTS AND RECORDKEEPING Section 4.1 buarledy Prog! Rep rl . At least once a quarter, and upon request from time to time, the Recipient shall provide a report on the progress made to date on the Project, using such form and meeting such requirements as determined by the Committee in Exhibit "C". Such progress reports shall be provided by the Recipient to the Committee and to the County at its address specified in Section 5.2. Section 4.2 Record Retention~ Review. The Recipient shall maintain records sufficient to fully document its compliance with all contractual, grant and legal requirements for not less than six years from the last date of work performed or reimbursement pursuant to this Affordable Housing Grant Agreement Revised 1112017 Page 2 of9 AH-2018-001-Habitat for Humanity agreement, whichever is later. Upon reasonable advance notice, the Recipient shall provide the County its authorized agents, and State or Federal agencies having audit authority related to this Agreement with full access to all of the Recipient's records relating to this Agreement or the Project. The Recipient shall defend, indemnify and hold harmless the County and its appointed and elective officers, agents and employees, from and against all loss or expense for any audit exceptions or other irregularities in its performance or recordkeeping, including but not limited to impermissible or unauthorized use of Grant A ward funds. This section shall survive termination of this Agreement. ARTICLE V -CONTRACT ADMINISTRATION AND NOTICES Section 5.1 Per onn el. The Recipient will secure at its own expense all labor and materials required to perform any work in connection with the Project. The Recipient shall be responsible for all applicable payroll, labor and industries premiums, and taxes. All employees and subcontractors of the Recipient shall be covered by Industrial Insurance in full compliance with title 51 of the Revised Code of Washington ("RCW"). Section 5.2 Contract Representatives. The parties' designated representatives shall be responsible for the administration of this Agreement and for receiving notices given in connection with this Agreement. The following are designated as the representatives of the parties. FOR THE COUNTY: Judy Pless, Budget & Finance Manager County Auditor's Office FOR THE RECIPIENT: 205 West 5th -Suite 105 Ellensburg W A 989526 509-962-7502 Judy.pless@co.kittitas.wa.us Sherri Ott, Executive Director Kittitas County Habitat for Humanity P.O. Box 873 Ellensburg, W A 98926 509-962-5058 Sherri.ott@kchabitat.org A party may change its designated representative or address by providing written notice to the other party. Section 5.3 Notices. Any notice required or permitted to be made under this Agreement Affordable Housing Grant Agreement Revised ll120 17 Page 3 of9 AH-2018-001-Habitat for Humanity may be given personally, by facsimile, or by first-class, registered or certified mail. A notice personally delivered to the other party is deemed given upon proper delivery . A notice sent by first-class, registered or certified mail is deemed given three days after mailing, if properly addressed and having proper postage. Notices delivered by facsimile shall be deemed to have been given on the date of transmission if received during the recipient's business day or, if not, on the recipient's next business day. E-mail addresses , if listed in this Agreement, are provided only for convenience and not for notice purposes. ARTICLE VI -INSURANCE Section 6.1 £rofe s ion al Legal iab ili ty . The Recipient will maintain professional legal liability or professional errors and omissions coverage appropriate to the Recipient's profession. The coverage will have a limit of not less than One Million Dollars ($1 million) per occurrence. The coverage will apply to liability for a professional error, act or omission arising out of the Recipient's services under the Agreement. The coverage will not exclude bodily injury or property damage. The coverage will not exclude hazards related to the work rendered as part of the Agreement or within the scope of the Recipient's services under the Agreement, including testing , monitoring , measuring operations or laboratory analysis where such services are rendered under the Agreement. Section 6.2 Workers' Compensation and Employer Liability. The Recipient will maintain workers' compensation insurance as required by Title 51 RCW, and will provide evidence of coverage to the BOCC. If the Contract is for over $50,000, then the Recipient will also maintain employer liability coverage with a limit of not less than One Million Dollars ($1 million). The Recipient will request that the Washington State Department of Labor and Industries, Workers Compensation Representative, send written verification to the County that the Recipient is currently paying workers' compensation. Section 6.3 Commercia l Ge nera l L iability. The Recipient will maintain commercial general liability coverage for bodily injury, personal injury and property damage, subject to a limit of not less than One Million Dollars ($1 million) per occurrence. The general aggregate limit will apply separately to the Contract and be no less than Two Million Dollars ($2 million). The Recipient will provide commercial general liability coverage that does not exclude any activity to be performed in fulfillment of the Agreement. Specialized forms specific to the industry of the Recipient will be deemed equivalent, provided coverage is no more restrictive than would be provided under a standard commercial general liability policy , including contractual liability coverage. Section 6.4 Miscellaneous Insurance Provisions. A. The Recipient will place insurance with insurers licensed to do business in the State of Washington and having A.M. Best Company ratings of no less than A-VII , with the exception that excess and umbrella coverage used to meet the requirements for limits of liability or gaps in coverage need not be placed with insurers or re-insurers licensed in the State of Washington. Affordable Housing Grant Agreement Revised 1112017 Page 4 of9 AH-2018-001-Habitat for Humanity B. The insurance limits established by this section are not intended to indicate the Recipient's exposure, nor are they limitations on the Recipient's indemnification duties. This section shall survive termination of this Agreement. C. The policy shall be endorsed and the certificate shall reflect that the County, its officers, officials, employees, agents and representatives, are an additional insured with respect to activities under the contract, and the policy will contain no special limitations on the scope of protection afforded to the County, its officers, officials, employees, agents and representatives as an additional insured. D. The certificate will, at a minimum, list limits of liability and coverage. The Recipient will furnish the County with properly executed certificates of insurance or a signed policy endorsement, including the additional-insured provision, which will clearly evidence all insurance required in this Section, before work under this Agreement shall commence, but no later than Ten (10) days after the effective date of this Agreement. Acceptable forms of evidence are the endorsement pages of the policy showing the County as an additional insured. E. The Recipient will maintain all required policies in force from the time services commence until services are completed. The Recipient will provide a current or updated copy of all insurance policies specified in the Agreement upon the request of the County. Certificates, policies and endorsements scheduled to expire before completion of services will be renewed before expiration. The certificate will provide that the underlying insurance contract may not be canceled, or allowed to expire, except on 30-days' prior written notice to the County. Any certificate or endorsement limiting or negating the insurer's obligation to notify the County of cancellation or changes must be amended so as not to negate the intent of this provision. Written notice of cancellation or change must be delivered to the County as set forth in Sections 5.2 and 5.3. F. If the Recipient's liability coverage is written as a claims-made policy, then the Recipient must evidence the purchase of an extended-reporting period or "tail" coverage for a three-year period after completion of the services. G. The Recipient's liability insurance provisions shall be primary and shall be non- contributing with any other insurance maintained by Kittitas County with respect to any insurance or self-insurance programs covering the County, its elected and appointed officers, officials, employees, agents and representatives. H. Any failure to comply with reporting provisions of the policies will not affect coverage provided to the County, its officers, officials, employees, agents or representatives. I. The Recipient's insurance will apply separately to each insured against whom claim is made or suit is brought, subject to the limits of the insurer's liability. The Recipient Affordable Housing Grant Agreement Revised 11/2017 Page 5 of9 AH-2018-001-Habitat for Humanity will include all subcontractors as insurers under its policies or will furnish separate certificates and endorsements for each subcontractor. All coverage for subcontractors will be subject to all of the requirements stated in these provisions . ARTICLE VII -INDEMNIFICATION Section 7.1 Indemnification. To the fullest extent permitted by law, the Recipient shall indemnify, defend and hold harmless the County, the Committee and the BOCC, and all County officials, officers, employees, agents and each of them, from and against all claims in any way resulting from or arising out of the performance of this Agreement, whether such claims arise from the actual or alleged acts, errors or omissions of the Recipient, its subcontractors, third parties, the County, the Committee or the BOCC, or anyone directly or indirectly employed or supervised by any of them or anyone for whose acts, errors or omissions any of them may be liable. "Claim" means any loss, claim, suit, action, liability, damage or expense of any kind or nature whatsoever, including but not limited to attorneys' fees and costs, attributable to personal or bodily injury, sickness, disease or death, or to injury to or destruction of property, including the loss of use resulting therefrom. Section 7.2 Recipient s Duty t Indemnify. The Recipient's duty to indemnify, defend and hold harmless includes but is not limited to claims by the Recipient's or any subcontractor's officers, employees or agents. The Recipient's duty, however, does not extend to claims arising from the sole negligence or willful misconduct of Kittitas County, the Committee or the BOCC, or of the officials, officers, employees, agents or representatives of Kittitas County, the Committee or the BOCC. Section 7.3 Waiver of RCW Title 51 Immunity. Solely for purposes of this indemnification provision, the Recipient expressly waives its immunity under Title 51 RCW and acknowledges that this waiver was mutually negotiated by the parties. The Recipient's duty to indemnify, defend and hold harmless shall survive termination of this Agreement. ARTICLE VIII-NONDISCRIMINATION AND LEGAL COMPLIANCE Section 8.1 Nondiscrimination. The Recipient shall not discriminate against any employee or applicant for employment, or program participant or program participant applicant, on account of race, color, sex, religion, national origin, creed, marital status, age, Vietnam era or disabled veterans status, the presence of any sensory, mental or physical handicap, or any other basis prohibited by law with respect to any program participation, employment upgrading, demotion, transfer, recruitment or selection for training, including apprenticeships and volunteers. This prohibition does not apply, however, to a religious corporation, association, educational institution or society with respect to the employment of individuals of a particular religion to perform work connected with the carrying on by such corporation, association, educational institution or society of its activities. Section 8.2 ompLiance with Laws. The Recipient and its officials, officers, employees, Affordable Housing Grant Agreement Revised 1112017 Page 6 of9 AH-2018-001-Habitat for Humanity agents and subcontractors shall comply with all applicable federal, state and local laws, regulations, rules and policies. Kittitas County, the Committee and the BOCC shall have no obligation to ensure such compliance. ARTICLE IX -TERMINATION Section 9.1 Termination for Loss of Funding. The County shall have the right to terminate this Agreement upon advance written notice if the funds relied upon for the Grant Award are terminated, suspended or otherwise lost or impaired in whole or in part. Section 9.2 Termination for Convenience. Either party may terminate this Agreement for convenience upon giving the other party at least 30 days' advance written notice. In that event, the Recipient will be entitled to payment only for those expenses and costs reasonably and actually incurred prior to the effective date ofthe termination. Section 9.3 Termination for Default. If either party defaults in its performance under this Agreement, the non-defaulting party may give the defaulting party written notice that it has 30 days in which to cure the default. If the default is not cured within 30 days of notice , the non-defaulting party may terminate the contract. In the event of such a termination, the non-defaulting party shall have all rights and remedies available to it under law. ARTICLE X -MISCELLANEOUS Section 10.1 P emtiss ihl e-U 'e W arranty . The Recipient warrants that its planned and actual uses of the Grant Award constitute permissible uses for affordable housing surcharge funds as established by RCW 36.22.178-.1791. This section shall survive termination of this Agreement. Section 10.2 Organizational-talll Wan anty. The Recipient warrants that it is duly organized, existing and in good standing under the laws of the State of Washington. Section 10.3 R e la li ,o ns hip f Parties. This Agreement, and the parties' and the Committee's and the County's activities under it, shall not be construed as creating any kind of partnership or joint venture, nor shall it be construed as creating any kind of independent contractor, agency or employment relationship between the parties, the Committee, or the County. Section 10.4 No Third-Par ty Ri gb ts. This Agreement is entered into by the parties solely for their own benefit and it creates or grants no rights of any kind in any other party. Section 10.5 Assignm ent. The Recipient shall not assign any of its rights or delegate any of its duties under this Agreement without the prior express written consent of the County, which may be granted or refused in the County's sole discretion. Section 10.6 ho ice of La.w ~ V enue: Juri sdjcli on . This Agreement shall be governed by the laws of the State of Washington. In the event of a legal proceeding, venue shall be only in a court of competent jurisdiction in Kittitas County. Each party hereby consents to the personal jurisdiction of the courts of the State of Washington, County of Kittitas. This section shall survive the Affordable Housing Grant Agreement Revised 1112017 Page 7 of9 AH-2018-001-Habitat for Humanity termination of this Agreement. Section 10.7 Waiver. No term or condition of this Agreement shall be deemed waived unless such waiver is expressly agreed to in writing by the party granting the waiver. In addition, waiver of any breach of this Agreement shall not be deemed a waiver of any prior or subsequent breach. Section 10.8 Amendment. This Agreement can be amended only by a writing executed by the parties. Section 10 .9 nt ire Agree m :ot. The parties acknowledge that this Agreement is the complete expression of their agreement regarding the subject matter of this Agreement. Any oral or written representations or understandings not incorporated into this Agreement are specifically excluded. Section 10.10 Headings. The headings in this Agreement are for convenience only and shall not be deemed to affect the meaning of its provisions . Section 10.11 Severability. If any provision of this Agreement is held by a court of competent jurisdiction to be invalid , such invalidity shall not affect the validity of the remaining provisions that can be given effect without the invalid provision, provided that the underlying intent of the parties can still be given effect. Section 10.12 i gnatu reAutho rity . Each person signing this Agreement on behalf of a party warrants that he or she has full authority to sign this Agreement on that party's behalf. Section 10.13 Counterparts. This Agreement may be executed in counterparts , each of which shall be deemed an original and all of which together shall be deemed one agreement. Each counterpart may be executed and delivered by facsimile to the other party. Section 10.14 Exhibits. The following exhibits are incorporated into this Agreement by reference: (a) Exhibit A -Attached Application (b) Exhibit B -Attached Supplemental Application Information (c) Exhibit C -Attached Quarterly Reporting format KITTITAS COUNTY: Affordable Housing Grant Agreement Revised 1112017 KITTIT AS COUNTY BOARD OF COMMISSIONERS Page 8 of9 AH-2018-001-Habitat for Humanity DATE: /J b G.. J C, , r O I7------_A>UB~SE~~v=tIlTF---- Commissioner RECIPIENT: DATE: /-lee -I? Affordable Housing Grant Agreement Revised 1112017 Page 9 of9 Homelessness and Affordable Housing Funds 2017 Request for Proposals Application Form **F ie lds outlined in red are required** PROJECT INFORMATION Project Title: 14-House Build Project Project Site Name(s): Houses 18 -32 Project Site Address(s): To be determined Which fund source is this proposal for? (select one, see Section 1 of the RFP for details) (!) Affordable Housing Funds o Homeless and Housing Assistance Funds Total Project Costs (including other funding and resources): $2,415,000.00 EXHIBIT itA" Total Am~unt Requested (from Kittitas County Homeless Housing and Assistance or Affordable Housingfunds): $980,000.00 Time Frame for Utilization of Requested Funds: 6 years -01/01/2018-12/31/2023 City, Town or Unincorporated Area to be served: Kittitas County, Washington APPLICANT INFORMATION Name of Applicant Organization: Kittitas County Habitat for Humanity Mailing Address: P.O. Box 873 City, State, Zip: Ellensburg, WA 98926 Phone: 509-962-5058 Fax: N/A Email Address: sherrLott@kchabitat.org Website: www.kchabitat.org Federal Tax Identification Number: 91-1595008 Type of Organization: Government For-Profit Local housing authority o Tribe PROJECT CONTACTS Name of Organization Director: Sherri Ott Phone: 509-962-5058 Email: sherri.ottkchabitat.org Project Contact Name: Sherri Ott Title: Executive Director Phone: 509-962-5058 Email Address: sherri.ott@kchabitat.org Fiscal Contact Name: Jennifer Caloia Phone: 509-962-5058 Email Address:jennifer.caloia@kchabitat.org 2 AUTHORIZATION Acceptance of this application may be subject to subsequent compliance reviews, including a review of the latest audit of financial statement. Preparation of an application does not guarantee that applicants will receive funds. By signing this grant application form the undersigned certifies that all inform ~1 ': ~c ~te 0 the best of his/her knowledge. /~ r 8/8/2017 Signatu r of A ~ horized Representative Date 3 PROPOSAL DETAILS 1. Applicant Profile and Qualifications: Tell us about your organization including the purpose of your work, your goals, any history, and experience working in homeless and/or affordable housing services, experience managing public funds, and anything else that describes the organization's qualifications. (250 words max.) In 1993, a group of individuals from Ellensburg, Washington recognized a need for decent, affordable housing units for homeownership within Kittitas County. Kittitas County Habitat for Humanity (KCHFH) was then established as an official affiliate of Habitat for Humanity International (HFHI). Since 1993 Habitat has built 17 homes and repaired 9 homes as it seeks to provide affordable, energy-efficient, safe houses in decent communities for people whose income falls between 30 and 60% of the area median income. Our current programs include: new construction and repairs for homeowners. Habitat for Humanity is committed to the development and enrichment of families, volunteers, and communities. Each of the Habitat homes has involved approximately 300-600 volunteers at the job-site and nearly 250 support volunteers who work in our Store or office. Community engagement is one of the main reasons that Habitat for Humanity has been successful in meeting affordable housing needs. As we are building homes for families, our homeowners are taking home-ownership courses to help ensure a successful home-ownership outcome. These courses include information on finances, home-ownership responsibilities, home maintenance, and being a good neighbor. KCHFH has been a past recipient of: • Federal funding through HUD • State funding through DSHS -SNAP and CHIPRA .' 2060 and 2163 funding through Kittitas County • City funding through City of Ellensburg. KCHFH also operates a second-hand store to provide a sustainable income stream for meeting affordable housing needs in Kittitas County. 4 2. Project Description Summary: Provide a brief summary the project being proposed and a general description of how it will address homelessness or affordable housing in Kittitas County. Be sure and indicate whether the proposal is intended to provide direct client services or construction, maintenance, or improvement of housing facilities. (250 words max.) Kittitas County Habitat for Humanity (KCHFH) creates homeownership opportunities by building affordable, new-construction housing for qualified low-income individuals and families in Kittitas County (KC) WA. To increase capacity to build 2+ houses per year, KCHFH is requesting funding of $980,000 over a six-year period (2018 -2023) to complete 14 new construction houses for home ownership. The funding request covers $70,OOOO/house for 14 houses. Funds will be used to purchase land, provide infrastructure development for donated land, and/or purchase construction materials, pay for subcontractors, regulatory fees, rental equipment costs and waste disposal. No administrative funds are requested. The faster KCHFH can generate funds, the faster we can help meet the Kittitas County affordable housing needs. Each Habitat house generates revenue to KC through property tax rolls. Conservatively, a Habitat house will generate approximately $1,900 +/year in personal property taxes which will benefit the community. Over a 30-year period this equates to $57,000 income to KC per house completed. KCHFH recently began utilizing new loan products which are helping to sustain and grow our affordable housing program. We are using USDA 502 Rural Home Loans as well as 3rd party lending which makes it possible for KCHFH to build capacity at a faster rate by receiving funding through the 3 rd party loan at the closing of the house. The KC funds, will supplement the revenue provided by the 3rd party loan, Store proceeds, donors, grants, and Habitat events. -See Other Support Section 5 3. County Priorities: Indicate which of the following priorities are being addressed by the proposed project. (Select all that apply and give a brief 100 word description for each selected.) D Increase capacity and sustainability for homeless sheltering. D Connect shelter clients to services to reduce homelessness. D Increase site-based rental vouchers for people who are homeless with wrap- around case management through current partnerships. 6 11'1 New affordable housing development. KCHFH is the only affordable homeownership non-profit new-construction housing provider in KC. 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 HAHC 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 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. D Increased access to rental vouchers. D Promotion of private landlord usage of Section 8 rental vouchers. 7 11'1 Programs which increase access to affordable home ownership. KCHFH is the only affordable homeownership non-profit new-construction housing provider in KC. 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 HAHC 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 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. 8 4. Partnerships: List your key community partnerships for the proposed project and what their role will be. (250 words max.) • Housing and Homeless Network of Kittitas County -During the family selection process, agencies working with HHNKC make referrals for potential future homeowners. • Possible City of Ellensburg -Land for 17 houses for new home construction development at Water and Bender Streets. This request has not yet been confirmed, but is in process. • City of Ellensburg -grant of $2,000 • City of Ellensburg -use of Hal Holmes Community Center to hold family selection orientations • HopeSource -resources for homeowner education and volunteer labor • NeighborWorks -homeowner education courses • Habitat Store -provides a revenue stream to sustain Habitat's mission • Central Washington University -volunteer labor and fundraising • Local Businesses -Donations and volunteer labor (examples: Suncadia, Calaway Trading, Puget Sound Energy) • Local Organizations -Donations and volunteer labor (Examples: Lion's Club, Rotary Clubs, Washington State Association for Justice, HopeSource) • Local Foundations -Grant income (examples: US Bank, Umpqua Bank, Wells Fargo, Thrivent Financial) • Habitat for Humanity Washington State -access to construction loan funding as needed • Third party lending for mortgages -USDA Rural Home Loans and local lending sources for mortgage lending (examples: Evergreen Mortgage, Advisory Lending Group) • Local Churches -Donations and volunteer labor (Examples: Mercer Creek Church, Grace Episcopal Church) • Community At-Large -Support Habitat builds through donations and and the efforts of 300 -600 community volunteers per house 9 5. Gaps and Duplication in Services: Describe how your proposed project fills a gap in homeless and/or affordable housing services in Kittitas County. Include a description of how the project is or isn't a duplication of current services. (250 words max.) Presently, Kittitas County Habitat for Humanity is the only affordable homeownership non-profit housing provider for new construction and repairs for homeowners in Kittitas County. The homeownership gap is particularly meaningful when you consider some of the impacts of homeownership: • Low-income people who recently became homeowners reported higher life satisfaction, self-esteem, and perceived control over their lives. • Homeowners are more likely to believe that they can do things as well as anyone else, and they report higher self-ratings on their physical health. • Homeowners are 2.5 percent more likely to have good health than renters. National Association of Realtors -'Social Benefits of Homeownersilip and Stable Housing. ' • Merrimack Valley Habitat for Humanity reports that when a child grows up in a home that is owned, they: o score 9% higher on math achievement tests and 7% higher on reading tests 0 0 0 0 0 0 0 (versus a kid in a home that is rented). are 25% more likely to graduate high school and 116% more likely to finish college. Themselves are 59% more likely to be a homeowner in 10 years. Have a 100% higher family income. Are 40% less likely to have a teen pregnancy. Are 50% less likely to grow up in a single parent household. Are 50% less likely to be on welfare at age 20. Will earn on average an income that is 100% higher than a child raised in a rented home. 10 6. Sustainability: Describe your ability, experience, and resources to implement and sustain the project during the term of the project. (250 words max.) Kittitas County Habitat for Humanity has been building homes in our community for 24 years. We have a proven track record of constructing new affordable housing for individuals and families in need. We are currently working on House 18 and have also completed nine critical home repair projects. There are several things that contribute to Habitat for Humanity's success: • We utilize volunteer labor by engaging 300 -600 community volunteers in service to build each Habitat house and work in our Store. • Homeowners are provided with homeowner education courses which helps ensure a successful homeownership experience. • Our homeowner mortgages and/or loan proceeds go into the "Revolving Fund for Humanity." Each Habitat house provides resources to build future Habitat homes. • Habitat runs the Habitat Store to support the mission of Habitat. The Habitat Store is an integral part of our program because it provides sustainable revenue for creating homeownership opportunities for low-income individuals and families. • KCHFH is negotiating with the City of Ellensburg to partner in completing 17 affordable housing units for homeownership at Water and Bender Streets. • KCHFH has access to construction loans through Habitat for Humanity Washington State if needed. • KCHFH is constantly fundraising. 11 7. Goals & Objectives: Use the Goals and Objectives Form below to fill in the following table with your project's goals, measures, strategies, and objectives. See the examples below for guidance and use as many forms as necessary. Example #1 : GOAL: Increase number of people enrolled in health insurance by 25% by December 31,2017 • . Measm:es 'tHow will ,va.u..know ~ are maTclnl.ptos.ress taWll'dYQYr lloalU Data Source Number of new enrollees in health insurance Internal tracking sheet III Strategy #1 Create promotional materials to distribute to local partners I (What will you do to achieve you r goal?) advertisinK health insurance enrollment assistance. • Promote the service with at least 5 community partners Measurable Objectives: each quarter through December 2011. • Distribute at least 100 flyers around the community by December 2011. Strategy #2 Offer health insurance enrollment assistance at local (What will you do to achieve your goal?) community events. • Attend at least 2 community events per quarter in both III Measurable Objectives: Upper Kittitas County and Lower Kittitas County through December 2011. Strategy #3 Offer health insurance enrollment assistance appointments in (What will you do to achieve your goal?) the office. • Schedule at least 40 hours per month of open walk-in Measurable Objectives: assistance through December 2011. i • Ensure staff availability for at least 25 scheduled I appointments each month through December 2011. Example #2 : GOAL: Increase the number oftrail systems available to the general public within the City of Ellensburg from 5 to 7 by December 2019. Measures (How will you know you are making proll'eS5 toward your lOal?} I Data Source Number of trail systems open to the public and clearly labeled I Trails report Strategy #1 Establish public-private partnerships for funding trail (What will 'tau do to achieve 'lour goal?) construction and maintenance. • Create tailored presentation about project by March 2011. • Meet with at least 2 potential partners each quarter Measurable Objectives: through June 2018. I" • Establish at least 2 primary public-private partnerships for trails by December 2018. Strategy #2 Identify sites for new trail systems. lWhat wiUyou do to achieve your goal?) • Conduct site visits with partners of potential new sites by Measurable Objectives: March 2018. • Identify pros and cons of potential new sites by June 2018. • Solidify 2 new trail sites by December 2018. Strategy #3 Build new trail systems. lWhat will you do to achieve your goal?) • Create plans for construction of new trail systems by March Measurable Objectives: 2019. • Two new trail systems will be built by December 2019. 12 GOAL: GOALS AND OBJECTIVES FORM Fill out white sections only. Increase number of affordable housing homeownership units by 14 between 01/01/2018 and 12/31/2023. I Measures (How will you know you are makins progress toward your .IDa 11) I Data Source Certificate of Occupancy Certificates issued for each house Copy of Certificate of Occupancy Homeowner's loan closes -Title tranferred to homeowner Closing documents -Title Homeowner moves into house and begins making payments Physical move and homeowner loan selVicing documentation I I Strategy #1: Select 2 qualified individuals/families 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; 2) Qualify applicants by need, ability to pay Measurable Objectives: a mortgage and willingness to partner with KCHFH -to be completed within on month of orientation; 3) Board approval of applicants selected by the family selection committee. Strategy #2: Select 2 - 3 additional individuals/families each (What will you do to achieve your goal?) year between 2018 -2023. . 1) Hold family selection orientation by January 1, 2018; 2) Qualify applicants by need, ability to pay Measurable Objectives: a mortgage and willingness to partner with KCHFH -to be completed within one month of orientation; 3) Board approval of applicants I selected by the family selection committee. Strategy #3: Secure land for House 19 by 01/01/2018 I (What will you do to achieve your goal?) :-- 1) Land acquisition committee finds acceptable lot and completes due diligence report for board; Measurable Objectives: 2) Board approves lot; 3) Lot is purchased and transferred into Habitat for Humanity's name; 4) Continued work with City of Ellensburg to acquire 17 Water/Bender Street lots. *Use copies qfthe sameform tfyou have more than 3 strategiesfor the same goal* 13 II II I I[ GOALS AND OBJECTIVES FORM Fill out white sections only. GOAL: Increase number of affordable housing homeownership units by 14 between January 1, 2018 and December 31,2023. Measures (How will you know you are makinl progress toward your loa11) Data Source Certificate of Occupancy Certificates Issued for each house Certificate of Occupancy Homeowner's loan closes Closing documents Homeowner move's into house and begins making payments Physical move and homeowner loan servicing documentation Strategy #1: 4th Strategy -Work with architect to create plans and specifications for House 19. (What will you do to achieve your goal?) House plans completed for House 19. Size is based on size of family according to Habitat for Measurable Objectives: Humanity International's standards. Strategy #2: 5th Strategy -continue work with architect to create (What will you do to achieve your goal?) plans and specifications for Houses 20 -32 -ongoing thrughout the period January 2018 -December 2023. House plans completed for each house according to build schedule. Size is based on size of family Measurable Objectives: according to Habitat for Humanity International's standards. Strategy #3: 6th Strategy -Acquire building permits for House (What will you do to achieve your goal?) 19 by 01/01/2018. Complete all steps required by local regulatory agencies to be cleared for construction so that Measurable Objectives: construction can begin by January 1,2018. *Use copies of the same form ifyoll have more than 3 strategies for the same goal* I GOALS AND OBJECTIVES FORM Fill out white sections only. GOAL: Increase number of affordable housing homeownership units by 14 between January 1, 2018 and December 31,2023 . Measures [How will you know you are makinl prolresstoward your lOal?) Data Source Certificate of Occupancy Certificates Issued for each house Certificate of Occupancy Homeowner's loan closes Closing documents Homeowner move's into house and begins making payments Physical move and homeowner loan servicing documentation Strategy #1: 7th Strategy -Continue work on House 18 (What will you do to achieve your goal?) On-going construction using volunteers until House 18 is completed -March 31, 2018. Measurable Objectives: Strategy #2: 8th Strategy -Secure land for Houses 19 -32 - (What will you do to achieve your goal?) ongoing throughout the period January 2018 - December 2023. 1) Land acquisition committee finds acceptable lots and completes due diligence reports for Measurable Objectives: board . 2) Board approves lot ; 3) Lots are purchased and put in Habitat for Humanity's name ; 4) Continued work with City of Ellensburg to acquire 17 Water and Bender Street lots Strategy #3: 9th Strategy -Acquire building permits for House (What will you do to achieve your goal?) 19 -32 according to the build schedule. Complete all steps required by local regulatory agencies to be cleared for construction so that Measurable Objectives: construction can be completed on the 14 homes by December 31,2023. I *Use copies of th e same form if you have more than 3 strategiesfor th e same f(oa/* GOALS AND OBJECTIVES FORM Fill out white sections only. GOAL: Increase number of affordable housing homeownership units by 14 between January 1, 2018 and December 31,2023. Measuru·(HOw will ~u know you are mtkJitg proareJa toward vour ~m Data Source Certificate of Occupancy Certificates Issued for each house Certificate of Occupancy Homeowner's loan closes Closing documents Homeowner move's into house and begins making payments Physical move and homeowner loan servicing documentation Strategy #1: 10th Strategy -Begin construction of House 19 by January 1, 2018. (What will you do to achieve your goal?) 1) Rally approximately 500 volunteers to complete the construction of House 19 by June 15 ,2018. 2) Secure the certificate of occupancy by June 30, 2018. 3) Measurable Objectives: Family loan closes; 4) Hold Family Dedication ceremony ; 5) Title of house transferred to homeowner; 6) Partner family moves into house by July 2018. Strategy #2: 11 th Strategy -Construction completion Houses (What will you do to achieve your goal?) 20 -32 at a rate of 2.33 houses per year.. 1) Rally approximately 500 volunteers to complete the construction of House 20. 2) Secure the certificate of occupancy by December 31,2018 .3) Family loan closes; 4) Measurable Objectives: Hold Family Dedication ceremony ; 5) Title of house transferred to homeowner; 6) Partner family moves into house by January 2019. 7) This process continues for each new house built until all houses are completed in 2023 . Strategy #3: 12th Strategy -Ongoing fundraising (What will you do to achieve your goal?) 1) Increase Store sales by enlarging Store sales space and adding new merchandise; 2) Increase in donation by adding 4 new major donors in 2018 -2019 -ongoing through 2032; Measurable Objectives: 3)lncrease event giving by adding one major event -from two to three ; 4) increase current event attendance by 10% each year ; 5) add 10 recurring donors each year ; 6) Increase in grant funding by $15 ,000 or more per year . *Use copies q[the same form [[you have more than 3 strategies/or the samegoal * BUDGET NARRATIVE 1. Funding Utilization: Describe how the funds will be used to support the proposed project. For example, will the funds be used for staff time, supplies, consultants, contractors, construction costs, direct customer services, etc.? (250 words max.) The requested funding will be used for partial construction costs for the 14 new-construction projects. This could include: • Land, if land is not donated • Infrastructure for land if needed • Materials required for the project • Subcontractor costs • Rental equipment costs • Regulatory fees • Waste Disposal No administrative costs will be paid using the Kittitas County 2060 funds. With the momentum started by the County affordable housing funding and the use of third-party lending as a mortgage option, Habitat for Humanity will be able to move from building 1 -2 houses per year to 2 -3+ houses per year. The total estimated development costs per house averages $172,500. This amount allows for variations in size of house, price increases for the materials over the 6-year period, and regulatory requirements. Fourteen houses are projected to be completed in a six-year period. Total project costs are estimated to be $2,415,000. KCHFH is requesting $980,000 from Kittitas County -41% ofthe total project costs. 14 2. Other Support: Describe any monetary, in-kind, donations, grants, or other types of support that will be used for the project. Include both guaranteed support and support that may still be uncertain. (250 words max.) ESTIMATED TOTAL DEVELOPMENT COSTS 14 houses -6 years $2,415,000 Habitat for Humanity has been able to rely on funding from the following sources for previous Habitat houses built: Donors-approximately $5,OOO/house -reliable source Habitat Store Net Profit -approximately $3,500/house -reliable source Grant (not including 2060) Funds -approx.$13,OOO/house -reliable In-Kind Donations -Approximately $2,OOO/house -reliable source Third-party lending -Approximately $67,900/house -reliable source Events -6 years @ $10,OOO/year -reliable source. Sub-Total of Reliable Revenue Sources lor-Construction (not 'ncludlng Kittitas County funding) $ 70,000 $ 49,000 $182,000 $ 28,000 $ 950,600 6O.,QOQ 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 Effo rts 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, events, and additional grants sources. $ 95,400+ We request that KC 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 $ 980,000 15 3. Sustainability: Describe how this project would or wouldn't be sustained if these Homelessness Prevention and Affordable Housing funds were not available either currently or in the future. (250 words max.) Kittitas County Habitat for Humanity has a proven track record of successfully building new-construction affordable housing units in Kittitas County. Habitat for Humanity's housing programs will be sustained whether Homelessness Prevention and Affordable Housing funds are available or not. Habitat for Humanity can only build at the rate funding allows. With the affordable housing crisis going on in Kittitas County, every dollar coming in through Habitat's doors makes it possible for us to build that much more quickly. With the County funding, utilizing the new Habitat loan products, and increased Store revenue, Habitat for Humanity will move from building one house per year to 2-3 houses per year. Using third party lending, the homeowner family's loan, upon closing, will fund a substantial portion of the cost of an additional house immediately, rather than the loan payments trickling into Habitat over a 30-year period. Internally, we are in the process of increasing the size of our Store and offering additional products to increase Store revenue. We are working with the City of Ellensburg to create a partnership to build additional homeowner options available to low income families and individuals. In the meantime, we are, as always cultivating donors and volunteers to be a part of the affordable housing solution. We are working to go beyond sustaining our affordable housing program . We are pushing to grow in capacity to serve more people faster. 16 4. Partial Funding: If this project were to receive only partial funding from this source, how would the project be impacted? How would the proposal be adjusted for less than the requested amount of funds? (250 words max.) If partial funding were provided by Kittitas County, the 14 -house build project would slow down, but would not cease. The time-frame for completion of the 14 houses may need to be extended in the event of partial funding. Kittitas County Habitat for Humanity will continue to raise funding to off-set any adjustment for less than the requested amount of funds. The County funding allows for us to get the momentum rolling and to keep momentum building to increase capacity to address the affordable housing crisis in our community. 17 Applicam N<l.me: KittltaS COWlty Habitat for Humanity Kittitas County Homelessand Affordab le Housing Funds Budget Template "'PlcaSo1/i1i I'll ollly 9fYJy shaded QUOs.. ••• F:~~~~1!gS~:~~:~:~",:;";~:::;:''':;'''~''''7~~'''=~"230=------------------------, P;;!~~~~~~~ ~:~:~ -!:ban"'.c:::7""'''',..~::.,-=;~,,'=~O''23=------------------------, N umber ofFundillg Yeal's Total (OULlty Request Toral from Other Sources Total Plojec[ Budget :)980,00000 $1.435,000 00 $2,415,000 00 ANNUAL PROIECT BUDGET AmOUlit (rom C~"ty Reaut?5t Amount from Vrht?r Soo ras TOTAL Non-Administrative ShlffCoJI' r.~txn(f d Wa"o J!;; I N().MnUn~lIV~rr,~M lo·(a,~1 S. Dlt .. L \ CU.01 sr"~ ~l(t i:ll.A,,'flJ:'(O 'IOt , Ila.(rHc<d t".a '$ M~taf'lDD' S flJliitroaa" S N.m1tr_1ftrU./ian-lf07"htr"aa:u S , .$1)~tr~ufllllin ~ l'rtI"~~.UU:II""'" S or .... .so mnll,.,\(:UCl G(s.zrv.Ka:Tot;ab. , UI""'.D....,.. ....... """" C'~., Ulcer flWCCI' $ ""ulid S' S. •• 1lo $ jj,.."., ~ l~'" $" 1\,,,,..,-: ~ rmmfnw $ nlllYl r t.u..rllnu IS' (lOa IS b .... tJ6JWc..v toLd< 5 W I IJ¥' ..... UUH Co.n s 4 .s-. ~ l' ~ S ~ I J $0- S S S ~ I-'r ' -' -3- "' S"" S' S . -L-- J . s ! s I J S $ S "' $ .s S $ $ S , "' $ S 5 "' -I S ~ '~"' ~ J.G3.!l:n:3lI I ~ ZlU6&&l .D~~JJIl r~l\iiIioD' ttuillin '· ~'i'4lUr:tI1"u:u:ll::;'IUI:IU. $' ~~ ), UMtrw:tiOo c:o~1'omLi $: IO ~ • .rn33 IS ~39.1 /l6;t.7 I , <4:'='00 IkCal!s/DeJicriptIOIlIJuscificatiOI) ~- - IlwllJnbio.,u;",n, ... J<lI .... _ ...... /MbIo TOT,U.'OIf.-AOMllfl:mt,ATIVECOml S 16333l.~3 I 'S .UQ.166.67 I S 402,SpO .D O Ilk .. rnl .. ,.J!!!I!rnit..S ..... Is.;u~IiI~ .. -.;"'::;..","""im._IIl .. n' !\4nlltlfUr"rn-.CoIIu (f'iO'1 10 CI~jShof ilia wloli ~II"W.UN: bud~d ftllatwrnL"'Il~ 2MT$fJy.~ lfa:J 1\~>L"Y CS SO .\,&Wlli«tmll'il" ';zllfl&'uolln. S • S OJ jlY~~.l "''41ol,j:I,,"_ " ..L j "~m.1t .. .i T ji ~uJN.lo ;S OS S . , r-$ "~~.Il!d..!.,'. :s .,$" $ lU" ,1 I S 1h.,~~r D:tl $ L ' --' -$ "'em.t~V""UJII.I~' .. t S- "" .. • $ CS'.-i TOTALAl})lIHISI'IIATlI'tCllru S 5 S ANNUAL TOTALS Is ~1I;:J33:l',33 I S 239:166.67 I -S 402 ;SOO.00 I March 3, 2017 Kittitas County HFH PO Box 873 Ellensburg, WA 98926·0873 RE: SOl(c)(3) Letter (or Kittitas County H'H, Partner 10# 1465·2299 Dear Affiliate Leader: Help builU it ' This letter win confirm that Kittitas County HFH, with employer identification number 91· 1595008, is considered a subordinate under the group tax exemption umbrella of Habitat for Humanity International, Inc. ("HFHI") under Section 501(c)(3) of the Internal Revenue Code. The group exemption number assigned to HFHI by the IRS is 8545. This number may be provided to prospective donors, foundations and other grant organizations as they request it and is required on certain IRS forms. Enclosed is a copy of the determination letter dated February 7,2017, prOVided by the IRS as evidence of HFHI's tax exempt status as well as its group exemption. The determination letter, together with this letter, confinns Kittitas County HFH's subordinate status and provides evidence of its tax exempt status under Section S01(c)(3) of the Code. In partnership, Beverly Huffm an Director, US/Canadian Support Services Center Habitat for Humanity International 877-434-4435 USSypDortCentertmhabitat .ora . habitat.org I Habitat. We build. Enclosure Intamal Rwenu. Service P. O. Boll 2501 Cincinnati, OH "201 Data: February 7, 2017 HABITAT FOR HUMANITY INTERNATIONAL INC HABITAT FOR HUMANITY INTRNL PARENT % LEGAL DEPARTMENT 270 PEACHTREE ST NW STE 1300 A~A GA30~3 Dear Sir or Madam: Department of the Trnaury Penon to ContKt: K. Gleason #0203083 Toll F .... T.a-phon. Number; an -829-5500 Employer identification Number. 91·1914868 Group Ellemption Number: 8545 This is in response to your January 10,2017, request for information about your tax-exempt status Our records indicate that you were issued a determination letter in Januaty 1987, and that you are currently exempt under section 501 (c)(3) of thelntemal Revenue Code. Based on the information supplied, we recognized the subordinates named on the list you submitted as exempt from Federal income tax under section 501 (c)(3) of the Code. Donors may deduct contributions to you as provided in section 170 of the Code . Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provjsions of sections 2055, 2106, and 2522 at the Code. Because your subordinate organizations are organizations described in section 170 (c) of the Code. donors may deduct contributions made to them . I' you have any questions. please call us at the telephone number shown in the heading of this letter Sincerely, -t~f~ Jeffrey I. Cooper Director, Exempt Organizations Rulings and Agreements Kittitas County Habitat for Humanity Grant Application Questions -Responses Habitat -14 House Build Project Kittitas County 2060 Funding for Affordable Housing EXHIBIT fiB" 1. Questions regarding land -"What is the adjusted price per house if the land is donated" -A nswer: (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: I) 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 - 1 "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 SourcelDevelol!ment Costs Subtotal HAHC -2060 Funds $ 70,000.00 2060 Funding -Subtotal Habitat -Additional Fundraising Efforts $ 6,814.29 Habitat -Additional Fundraising Efforts Subtotal Total Revenue and Development Costs Per House 2 $ 95,685.71 $ 70,000.00 $ 6,814.29 $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,OOO/house -reliable source Habitat Store Net Profit -approximately $3,500/house -reliable source Grant (not Including 2060) Funding -a pproxima t ely $13,O OO/h o use I n -Ki nd Don ations -Appr ox im a te l y $2,OOO/h ouse -re liabl e so urc e Third-party lending -Approximately $67,900/house -reliable source Events -6 years @ $1 0, OOO/year -reliable source. Sub -Tota l o( Re liabl e Revenu e Sources for Con struction (not including Kittitas County fundin g) $ 70,000 $ 49,000 $182,000 $ 28,000 $ 950,600 S 60.000 $1,3 39,600 If City of Ellensburg land is dona t ed, this will p rollide the prop erty, b u t developmen t 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 depend i n g 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 Fundrois inq Efforts Required by Habit'at oller Jj ·yea! period $ 95,400+ We re.quest the Ki ttitas Cou n ty to fu n d thi s grant 0/ $70,()OO pe house [or 14 houses t o sp ee d up the build process. We con only b uil d as qui ck ly as we can raise funds. The n eed for aJtordflble homeownel'ship Is at {) crfs l s l evel now. Gran request t otal 2060 Grant Request Total $ 980,000 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 affardable housing issues and addresses how community can be a part of the salution. 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 5. 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: • 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 gage that does not exceed 30% of gross monthl y i ncome; The family's income must fall between 30% and 60% of the area median income for Kittitas County, and 3) Willingness to partner, 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 playa 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 Viii brandt, 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 V additional questions or need clarification, please feel free to Executive Director 509-962-5058 sherri.ott@kchabitat.org 7 GOAL: ~I ~ne GOALS AND OBJECTIVES FORM Fill out white sections only. 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 comolete House 18.19 and House 20 will be in oroaress. a , Measures (How will you know you are making progress toward your IPal?) Data Source Certificate 01 Occupancy received lor House lB by February 2B. 2018 and House 19 by September 15 . 201 B Certificate of Occupancy Homeowner loan for House 18 closes by March 20. 2018 and House 19 by September 23.2018 Closing documenls -Tille is in homeowner's name Homeowner moves into House 18 by March 30 . 2018 and House 19 by September 30. 2018. Physical move and homeowner loan servicing documenlation CJ Strategy #1: Strategy 1 -Select 2 qualified individual/families (What will you do to achieve your goal?) for Houses 19 and 20 by January 1,2018. 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. Cf) Strategy #2: Strategy 2 -Secure land for House 18 and 19 by (What will you do to achieve your goal?) 01/01/2018. 1) KCHFH owns lot for House 18.Land acquisition 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: Strategy 3 -KCHFH will continue to work with the (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 EII \!ngtlUrg employees In July 2017 regard ing poss_lbility of p\lrlneishlp on WalerlBender Street lots; 2) Site plan has bean created by Encompa ss Englnneering 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. SEPA 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 o/the same/orm ifyoll have more than 3 strategies/or the same goal * II GOAL: GC'Ja.-1 c>~ GOALS AND OBJECTIVES FORM Fill out white sections only. 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 comolete House 18.19 and House 20 will be in oroaress. MeasuresJHow will you know you are m akll'll prog r ess. toward yo lmlQal1) Data Source Ca~lf1cale of Ooccupancy reeei va~ for House 18 by February 28, 2018 and House 19 by Seplember 15 . 2018 . Certificate of Occupancy Homeowner loan (or House 18 closes by March 20, 2018 end House 19 by September 23,2018. Closing documenls • Tille II In homeowners name . Homeowner moves Into House 18 by March 30 , 2018 and House 19 by September 30 ,2018 . Phys ical move and homeowner lOin servicing documenlal lon . @) Strategy 1#1: Strategy 4 -Work with architect to create plans (What will you do to achieve your loal?) and specifications for House 19. D 1) Plans completed and ready for permit process by 12/10/17. Size of house is based on sizee Measurable Objectives : and makeup of family according to Habitat for Humanity International standards . @ Strategy 1#2: Strategy 5 -Acquire building permit for House 19 (What will you do to achieve your loal?) by 01/01/2018. 1) Plans and specifications completed by 12/10/17; 2) Steps required by local regulatory Measurable Objectives : agencies completed and permit granted by 01/01/18 . © Strategy 1#3: Strategy 6 -Continue work on House 18 until completion at which time loan closes and (What will you do to achieve your loal1) homeowner moves in -March 30,2018 . 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 Measurable ObJectives: 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 ""Use copie s (~f the sam e/OJ 'm ([you have more than 3 strategiesjor the same goal* GOALS AND OBJECTIVES FORM Fill out white sections only. GOAL: Gaa-/ O n.t2.- 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 Obiectives for 2018. In 2018 KCHFH will comolete House 18.19 and House 20 will bea Mea.orell (H~W wlll ·you know 'voLi are lmaklhB pr.OBreSI toward vo",r'8oal?) Data Source Ceninoate or ooccupency recelvod (or House 19 by FabNPI)I28. 2018 and Houle 19 by September 15. 2018 Certificate of Occupancy Homeowner loan for House 18 closes by March 20. 2018 and Houle 19 by September 23. 2018 . Clollng documenls • Tille II in hOmQcwndCI name Homeowner moves Into House 18 by March 30 , 2018 end House 19 by September 30,2018. Phy~ICAI move snd MmeOwnir lOin alrvlclng dO~un,.nllllon .@) StratelY "1: Strategy 7 -Secure land with City of Ellensburg (What will you do to achieve your loal?) 1) Complete steps required by City of Ellensburg in order for partnership to occur. 2) Sign Measurable ObJectives: agreement with City of Ellensburg by July 31, 2018. 3) Begin land Infrastructure by August 31, 2018. ® StratelY "2: Strategy 8 -Work with architect to create plans and (What will you do to achieve your loal?) specifications for House 20 -completed by by September 1, 201 B. 1) Plans and specifications completed by 8/31/2017; 2) Steps required by local regulatory Measurable ObJectives: agencies completed and permit granted by 09/15/2017. CV StratelY #3: Strategy 9 -House 19 -Begin construction by 01/01/2018 and continue work on House 19 until (What will you do to achieve your aoal?) 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 9/15/2018, 2018; 3) Family Measurable ObJectives: dedication oeremon y held bv September 20 , 2018 ; 3) Family loan clOSes by ~...pf.23)018 ; Tille of house transfertedlo homeowner ~.p~ ~2:0 18 ; Partner family moves In by September 30 . 20 ts "'Use copies of the same form i{you have more than 3 strategies {or the ~J'{lme goa/1ft GOAL: GOALS AND OBJECT IVES FORM Fill out white sections only, Goal 1: Increase number of affordable housing homeownershlp units completed by 2 between 01/01/18 and 12/31/18, See Measures, Strategies and Measurable Objectives for 2018, In 2018 KCHFH will comclete House 18, 19 & House 20 will be in croaress. a Mill llre s,(Hcw1Al11I Y,G!t ,know,you ,ai'e m'~ln .. pro-Jren towa ~d your lo.I?) DltlSource Cer1lnClllle 01 Ooccuplncy received lot Houle 18 by Februlry 28,2018 and Houle 19 by Sepltmber 10, 2010, Certificate of Occupancy Homeowner loan for Houta18 clolfls by March 20. 201S and Houle 19 bv September 23, 201B, Cla'ing documanll • TiIiO 18 In hom.owne~8 nome Homeowner mOVeR Into House 18 by March 3D, 2018 lind Houle 19 by Septembnr 30,20111. PhVIIOII movo ftlld homOQwn.r lOin Itrvlolng datum.ntlllon @ StratelV #1: Strategy 10 • Ongoing fundralslng (What will you do to achieve your ,oal?) 1) I ncrease Store sales by enlarging Store sales space and adding new merchandise -complete August 18, 2017; 2) Increase In donations by adding 4 new major Measurable ObJectives: donors in 201 a -2019 and ongoing through 2023; 3) Increase event giving by adding one major event · from 2 to 3 per year; 4) Add 10 recurring donors each year; 5) Increase In grant funding by $15,000 or more per year. Strat.1V #2: (What will you do to echleve your ,Oil?) Measurable ObJectives: Strat.av "3: (What will you do to achieve your ,oa!?) Measurable ObJectives: tIlUSf! cop/(!S of Ihtt 8(1/11(/ 1C>l'm il'J!..uu have more Ihan 3 8l/'(/leg/as fin' Ihl! sanulgua'''' 13 GOAL: GOALS AND OBJECT IV ES fORM Fill out white sections only. Goal 2: Continue with Strategies 1 through 10 of Goal one for the remaining five years of the grant cycle -Years 2019 -2023 M.uura. (HCWI wllllVou kno.~l yqu .r. mlltlrJl prCl.r~.'CtC!wafd your loal?) DltlSource 2·3 houses will be completed annually for each year 2019 • 2023 C.r1InOillo ot Oecuplncy Illuad; homaowner movod In; homeown., making pAymonl. on home Goal 2 • Strategy 1: Stategles 1 through 10 for Goal 1 will be Slrltl.Y It11 repeated until 14 houses have been completed, KCHFH will (What 10'1111 you do to Ichleve your lOll?) 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 22, 23 and start House 24; Measurable Objectives: 4) 2021 • Complete House 24, 25 and start House 28; 5) 2022· Complete House 26, 27,28 and start House 29; 6) 2023· Complete House 29, 30 and 31 and start House 32 StrltelY "2: (Whit 10'1111 you do to echleve your lOll?) Measurable Objectives: Str.telY 119: (Whit 10'1111 you do to Ichleve your lOll?) Measurable Objectives: ·Use ('opies of/he samej()I'm i/,you have more thal1 3 strategiesjiJI' thC1 saine goal· 13 ... I , Kltma COllnty IIonl,I<o ... nd AIfordoble Houllnl Fund. a .... 11 ... 'Io" "'",ia,,/lI"n GrI'Itr,,.~,It.ft4.,,u."· A" .... II~ ....•••••••••••• a ............. :a ' ........ 1111 D.", 1iiiilllil •• !:!lC!:!Z!ZZ::CC:!:::il::i::I.!iiZ:::I:;:lI::::;:;a , ....... 1001 U'Io, • 'roJltl Stilt bolt..- ProJtd E .... p,.", tol&l CoWl&)' "lqlMII Tala! hn& Olhfr 'oure .. Tol"'roIo"."""1 . . .~ ,,( "'-"'~ . . .. '"'.. . > ,------,.-- " "Qf)1III II,4II,OOOJlt) 1l41I,ooo.ao ANNUAL PROJECT IIUDORT MICIIII'!I~Od'r.so.rrr., ror,u -~..:;;.; ---.. --. ---=. ~ .. _ ... __ -,..1, ........ ____ .~.lI: ~_ ..... ~-..... ' •. __ "---"_'9 (' .-nnm.. .,' ANNUALTOTALlCI]I::::::~'~d~3C,3£;E!:tl,;~I l:J JI[IS:::::::Ja~3agC,IDmt~iA%1JICIS:::::::JO~1tJI~DD EXHIBIT flC" Kittitas County Homelessness and Affordable Housing Committee Quarterly Report Please complete the quarterly report by the 15 th day of the month following the end of each quarter. program: ____ ~1~4~H~o~u~s~e~B~u~i~ld~P~r~o~ie~c~t __________________________________ ___ Organization : Kittitas County Habitat for Humanity Contact Person: ---'S::..:h..:.,:e::..:.r..:...;ric...;O::...;t=t ________________________ Phone #: 509-962-5058 Fu n ding Period Date/year :, ____________ to Date/Yea r:, ___________ ___ Reporting Quarter: Quarter of ye ar Total Number of Participants Currently in the Program Total # of Participants 1st Quarter 2nd Quarter 3 ra Quarter 4ttl Quarter Total for Year Expected Actual Gender of Participants Gender(Total # of Participants*) 1st Qtr 2 nd Qtr 3 rd Qtr 4th Qtr Total for Year Male Female Total* GOA l! GOA LS AND OBJECTIVES FORM Fill out white sectiorlS oflly. Increase number of affordable housing homeownership units by 14 between 01/0112018 and 12131/2023. il~~~~Jl'JIl~~·~, 111. '"=' -, Certificate of Occupancy Certificalas issued for each house Copy of C!>rtinr.Bte of Occu p'-'nc~ Homeowner's loan closes -Title tranferred to homeowner Closing documents -Title Homeowner moves into house and begins making payments ::lYl,.}i ,ill'~I~h u tj 11(1 '''~lflfl~1 ~'fln <'~i'i I;I::~ 'L<,j'.;::-'.l;J}G1] stnt...,n: Select 2 qualified individuals/families for Houses (What will you do to .chleve your JHlll 19 and 20 by January, 1, 2018, 1) Hold family selsction orientation by January 1, 2018; 2) Qualify applicants by need. ability to pay Mlalurllble Objecti\ole£ a mortgage and Willingness to partner with KCHFH -to be completed within on month of orientation; 3) Board approval of applicants selected by the family selection committee. StratetY .2: Select 2 • 3 additional individuals(families cact1 (What will vau do 10 Ichlfteyour pllJ year between 2018 -2023, 1) Hold family selection orientation by January 1, 2018; 2) Qualify applicants by nead. ability to pay MU5Ul1Ibte Oblecti~: a mortgage and willingness to partner with KCHFH -to be completed within one month of orientation; 3) Board approval of applicants selected by the family selection commillee, ~ Y]:" ~ -- " 5t:rmIY IJ3: Secure land for House 19 by 01/01/2018 IWfIIt wilt you do 10 ~voUr IOIlll r 1) Land acquisition committee finds acceptable f; lot and completes due diligence report for board; Mlaslir.ble Ob)lCIIWs: 2) Board approves rot; 3) Lol is purchased and transferred Into Habitat for Humanity's name; 4) Continued work with City of Ellensburg to acquire 17 Water/Bender Street lots. i f fJ'f! CQpl':.5 (){!l1I: salll!! {or lll IfJ'm l 1I 01,;! J//ew /!. I"all 3 .'·I/'OwJ(ilfs for the san/I! Koa" GOAl! GOALS AND OBJECTIVES FORM Fill out white sections on{!f. Increase number of affOfdabla nousing homeownership uniLs by 14 between January 1, 2018 and December 31,2023. Certificate of Occupancy C€rtificates Issued for each house Certificate of Occupancy Homeowner's loan closes Closing documants Homeowner move's into house and begins making payments f,~,,'.(~[1f 11r:f, ~ c,{111 ~l-"I?-.·r,'."(!r 111-' ','-:"'" 11;1 ,L~.H·,., I ~b 4th Strategy -Work with architect to create plans StI'ltIlY"l: and specifications for House 19. IWhft wli vou do to Ichll¥ll'jour loal1) Mea.urabl. ObjleIMS: House plans completed for House 19. Size is based on size of family according to Habitat for Humanity 1ntemational's standards. 5th Strategy -continue work. with archilsct to create StMeplll: (WhItwllyou dDtoachlev.yourlQll?) plans and specjficalions for HOllses;20 -32 -ongoing thrughoullhe period JanuClry 2018 -December 2023. House plans completed for each house accord to build schedule. Size Is based on size of family according to Habitat for Humanity Internatiooal's standards. 6th Strategy -Acquire building permits for House 19 by 01/01/2018. Complete all steps required by local regulatory agencies to be cleared tor constructlon so that Mitllfr.bliObjtcd es ~ construction can begin by January 1 , 2018 . GOAL : GOALS AND OBJECTIVES FORM flU OLJ t white sf'ctjons on (y . Increase number of affordable housing homeownersllfp units by 14 betwelln January 1, 2018 and December 31,2023. 1 ~"'''''iiiiiill7l , . ~ .. Cerlificata of Occup.,lncy Certificates Issued for each house Certificate of Occupancy Homeowner's loan closes Closing documents Homeowner move's into house and begins making payments "lIf~I ~"tm:lIl' JJl j m~·_:', ,0;. ~.h/I~.t·H:);) /'! ~II ,. II-"J:. SVltlty.l: 71h Strategy -Con~il1ue work on House 18 lIN ",m you do to .,hlM You f )Oe1~J '. On-goi ng construction using volunteers until House 18 is completed -March 31 , 2018 . MeIMUnlbfe Obj1CtlYl5: -:"- Stntqy#Z: 8th Strategy -Secure land for Houses 19 -32 - (Whit ... " you do to adlMw VOU' 101m ongoing throughout the period January 2018- December 2023. 1) Land acquisition committee finds acceptable Ii -:. lots and compfetes due diligence reports for board . 2) Board approves lot; 3) Lots are 1·'- MeallUl"lbril ObjldMls: purchased and put in Habitat for Humanity's " name; 4) Continued work with City of Ellensburg .1.~'. :1- IJ to acquire 17 Water and Bender Street lots ". -I J 9th Strategy -Acquire bu ild ing permits for House $tmqy13: I!; (Whit wm yau do to adllA'ayour 1Q1111I 19 -32 according to the build schedule . '/' ' Complete all steps required by local regulatory agencies to be cleared for construction so that MRlunb2, ObJICtMI: construction can be complefed on the 14 homes by December 31, 2023. , t f l.\'/! (;opltJ .y (if (he s ame ,ftmll if I'()II have mOl'e than 3 strategies jor (he .ftJm l! J!lxr'" I;; GQA~S AND QBJEqIYES fORM Fill out white sections only, GOAl.; Increase number of affordable housing homeownershtp units by 14 between January 1, 2018 and December 31, 2023. 0u. ... l.ntoWW' . ,---- Certiflcate of Occupancy Certificates Issued for each house Certificate of OcclAPaoCY Homeowner's loan closes Closing documents Homeowner move's into house and begins making payments r' 'i f II ~,., l~tJ l'lt'~ • I U't IJ JlIt1 1tf't ~"flj streteav #1: 10th Strategy -Begin construction of House 19 (What wru vou do to uhlev4 VO\lr 10111) by January 1, 2018. 1) Rally approximately 500 volu.'1toors to r.ompiete the construction of House 19 by June 15, 2018 2) Secl,Jre the certilicate of occupancy by June 30 , 2018, 3) Measurable ObJectM': Family loan closes; 4) Hold Family Dedication ceremony; 5) Title of house transferred 10 homeowner; 6) Partner family moves into house by July 2018 ~ 11 th Strategy -Construction completion Houses SlratllV·~ (What will you do to ac:flieve your IOIII~. 20 -32 at a rate of 2,33 houses per year .. 1) Rally approximately 500 volunteers co complete tho oonslruction Of Ho~se .. 0 2) SecI,Jre the cerHicate of occupancy by 09cember 31,20113 ,3) Family loan cios&s ~ 4) MNsurlble Objeaives: Hold Fami)y Ded ication ce remony; 5.1 Title of house b'Qns'erred to homeowner; 6 ) Partller family moves Into house by January 2019 , 7) This process continues for each new house bujlt until all houSC}s arc completod In 202.3 .' " S1nIIIYIS: 12th Strategy -Ongoing fundtaising (Mat wit 'fOIl do to ad1tewe "your pl?l - 1) Inc(ease Store sales by enlargin1J Store 5f¥eS spaee arid adding new merchandise; 2) Increase In donation by adding 4 new majQr donors in 201 B • 2019· ongoing through 2032; Measlirab~ OI;ljedf\Je~ 3)lncreasa event giving by adding one ma jot event -'rom tv.'o to three: 4) increase current evant attendance oy 10% eaCh year ; 5) add 10 recurri ng donors each yaar ; 6) Increase in grant funding by $15,000 or more per year, ~ [.(SC l :(lPiIJS (Jltfw same {orlJl !fJ.'0 1I bCT1'C: morl~ IhC/IJ " Sff(TtC.f!./(:sIClf ,lit' ,wnw 1?O(J/ ¥ GOAL: ~J ane. GOALS AND Q!UEClWES FORM Fill out white sections only. Increase number of affordable housing homeownershlp units completed by 2 between 01(01/2018 and 12/31(2018. See Measures, Strategies and Measurable Objectives for 2018 . In 2018 KCHFH will como rete House 18.19 and House 20 will be in Droaress. II ,Mt11!.l.reI '(tIow WJ(,¥OiJ II(HOw vQ"'Ire.mak I~' L ~.I.n:.· <;,"1'\",1. '" O",,,,al~l '."',...., 1",11«''''ft 1'1 r~",.., 2~ ~D'I' ..-.111:'J,. '9 t~ Sor"","tl I~, .018 Certificate of ~cupancy licl~~naIIDOr. fo.-. HCAJ'''' 1P. r.l n &o ~ b~ M,uch20 , 2Q18.rd H'JJ., '9tl~ :~pl~cr 2J, <!O18 . t:1 :,:.1'r" !I:>c ... -nt)~l li .lilfrrlt ~ i'l 'I bl:(~ 'IJ~';:, r\i!r<l !-.oll1wwn .. r ,1'O'I'eR Int() Houae 1n hy M~rc;h 30 . to 16 anil HOII~'" 1 D by &'pl.",·Jer ')0 , 20 HI I'll,..;.;. •• "u",. .urlllrmn.!"MI'Y."l.;i,'I ', ~e ".ic"'o """""", ... 10' CJ) St'lIItt", "1~ Strategy 1 • Select 2 qualified indi'Jiduallfamllies IWhlt will you do to achIeve VClur PIll) for Houses 19 and 20 by January 1, 2018, l}HoId family selection orientation by January 1, 2G18; Qualify applicants b~ rifled, ability to pay a mmtgoe and a 'Milingness to partner with KCHFH • to be completed within Mea$!Jrilb1e Obje.ct~ OOe month of orienlatlon (orlenlatiOI'l currently schedulea Vleek of Septembllf 1 BIh· 22,2017; Board approval of applicants selected by the 'amlly selection committee of KCHFH -approval at October 17, 2017 board meeti~Q. . ... " ~ ," @ Slrate",_,Z! Strategy 2· Secure land for House 18 and 19 by (What wlIIW ", do \c)roctll. vollrfo~~r 01101/2018, 1) KCHFH owns 10\ for House 18 ,land acquisition committee fiods acceptable 101 for House 19 and cornpletell due diligence report for board; (Completed MeilSu,abte ObjectNfl: August 15,2017). 2) Board approves lot for House 19· August 18, 2017, Lol for house 19 c[oses on September 8,2018 and transfelTed Into KCHFH's name --- @) Strite",": Strategy 3 • KCHFH will continue to work witn the (What WIll YOII do to achAeve your 101m City of Ellensburg to acquIre 17 Water/Bender StreEtt lots, ~ 'I"' 1) I~l Ill! \(~f\ $lIckt)ri «('.otMJ~lry I ij Pmtl'll olt ~rl an<l Cl I)l of Elleflobulj) &<nplO~~Es" Jull2017 r~dtI,o pos.!Iru l~ olll'lM fl~lpCln VIIJIef/8e nll'e r Sb'CCl 6Ols : 2) SiIc plan ~I bo fI~atlll ~EnCOt!lPli~~ Ettulrir\onti'na.;,N1 wl Ile" 100 onb'1 KCHfj-t beard oldltt:c.:lol$\ln Mea5Urabh~ ObjKtfves: Sepl.mII 19.20 1, !),~" ;jJlPl ovOd b~ qlg boaRl,I<CHl'~ III cGniplo tc 1I II!pt~fl'lI l ~l!bil . S PA -Ei1\llron l'l1Olltil ,cmrJ ll'l intl n!f411 1~JI<~~f~1 o qoJrtl lallan • .I\l tn I paIIIt we Wll !tlbdllUle II l'IIO~1)g ~ KdGlM Sacl;ell 10 mOlH! 10 flf.<iKleps , Vw'q plilln III ,,"9'1101111 I>IIr bv D~mIIE<r 31,2017 . OUt UO'IIIG to begin building onlhL\ pt'opelt\' byAUgtJ$t ~1. Z01a .,'US~ {·flpies.Q!!he !iame /orlll i/YO II have mare II/an 3.St1 ·(1f.gg /P-S!OT Ihe same fl,o nl" GOAl: Gtoa..l t::Jnt!!:- GOALS AND08JECTIVES fORM Fill out whfte sec:tioflS only. Increase number of afforda~e housing homeownershlp units completed by 2 between 01101/18 and 12131/t8. See Measures, Strategies and Measurable Objectives for 2018. In 2018 KCHFH will comDlete House 18. 19 and House 20 will be in oroarels. II • H II kIldIN 01 'So H_., ban ICII Haut' '8 ~ try rMrch 20. 2018 11M Hou!ll!! '9 trr Sr.~b\l( 2J. 201 B. oCl;etntctKi.l H 4 nt1 .. 1i .... III n l"aIMEPMIII"'Ji . ... "/.y,~,~ .......... -..... -~ Gu!tr."lw.hb~k... @ $tfate nl Slialegy 4 -Work with architect to create plans (Wh ~t WIll 'lOll de) to ac:b~jtv.your I~n and specificalions for House 19. 1) Plans completed and ready for pennit process by 12110/17 . Size of house Is based on sl,ee and makeup offarl1i1y accordIng to Habltillt for Humanity In\emaUonal sfandards . ® -~ 1f2{ Strategy 5 -Acquire building permit for House 19 IW~twlT'youdluo bI~vou,1OiI1l by 0110112018. MII.sura~i! abJectlY!$: 1) Plans and specifications completed by 12/10117: 2) Steps required by loca l regulato ry agel,cies completed and permit gr.anted by 01101116. SlTjtqy 0 : Strategy 6 -Continue work on House 18 until completion at which time loan doses and (Wfl.twillyoudot08ch!.II.~r~) hDmeowner moV$$ in· March 30, 2018. 1 ) VollmtlillH1l rallied for work on House 1 until House 1 B Is completed by Maroh 31, 2018 . 2) Certifica le of occupancy ~ceilted by 212 812018: 3) FamilY dedication ceremony held by 0311512018; 3) Family loan closes by March 20. 2018 ; n ile or house tr-ansferred to homeowner· March 27 I 2018; Parto.r family moves in by March 30, 2018 GOAl: ~ I ana.- GOALS ANP Q8!EqiVES FORM FW out white sections onfy. Increase number of affordable housing homeownership units completed by 2 between 01101/2018 and 12/31/2018. Below see Measures and Strategies and Measurable OblectlllH ror 2018 . In 2018 KCHFH will comDlete HQuse 18.19 and House 20 will bea Meiwre 'L !HIli ~ Certificate of Occupancy ... ""' .... n. loan lor 11rliu" 16 cloen bjI Man:h 20. 2Dle and lmu .. t911'f ~""" 23. 1rne Qlal~ daQll'Mf'lU ~ TlfD II in h)mfiil!!lll"lfl Mrnt. ""',J ~'''t .... 'M~""'lIIMma d:o.nn AI.Ii.I," ~ Strategy 7 -Secure land with Cily of Ellensburg V/ S~l9tY .: I IWhat ~III you do ~ ll:lJi.tW yOu, ~ 1) j 1}Complete steps f6qulr.ed by City of EllensbUrg j in order ror partnersh ip to ectur. 2) Sign agreemenl with City of Ellensburg by July 31 . 2018. 3) Beg ill land infras·tructure by August 31. 2018. Str.ltlllY '2,: Strategy 8 -Work wlth architect to create plana and (Whit ""UI You do to ai:hI. Yoifr ~1l1) speclflcalions fQr I-Ious8 20 -completed by by September 1, 2018 . 1) Plans and specifications completed by 8/31 /2017 ; 2) Steps req\ljrecl by local regu latory agencies completed end permit gran ted by 09/1512017 . , Strategy 9 • Houle 19 -Begin construction by ~, 9.~~)1 ' 0110112018 and oonUnue work on House 19 until . II completion -September 30, 2018. 1) VoIunt.ef8 rallied for WO~ on House 19 until H~ae 19 18 completed by Sep~8mber 10, 2018. 2) CerlIlicate I of occupancy [eceivad by 9115 /2016 , 2018 ; 3) F mny ~ deClles\len cetemony heLd bv Soptamber 20 , 20 18; 3) FarT1l1y 193n closes by ~ a).018. nllfl or hou se transferred 10 hon-eowner.so.pr ~2018; Part er 'amlly move I" by Sep l ember 90. 201a GOAts AND OBJEalVfS fORM Flil out whitt sectfons onfy. Goal 1 : Increase Ilumber of ~ffordable housing homeowner$hip uni19 comple1ed by 2 between 01101/18 and 12131/18. See Measures . Strateg ies and Measurable ObJective, for 2018. 2018 KCHFH will lete House 18. 19 & HOlJSe 20 Will be In orooreS8 . a Certificate of OccuparK:y C1~ "~Q!I. f 11 u htnt ..... P1'1 MIll Strategy 10 • Ongoing rundraiaing 1},lncre&!8 Store sa les bV enll1rgtng Store 88les space and adding new merehandlse • comp lete August 18, 2017 : 2) lli1crCtDse 10 don~tlon$ by ar:idlng 4 ne v major ~Jl I~u£tll1~~Q~hlc..l lrl!P:'U donors In 20 1a -. 2019 8~d ol1{Jo lng through 2023; 3) Increase event giving by adding one majoF event -from 2 to 3 ptl year ; 4) Add 10 reculri ng don al'll each ylilll'; 6) IncraolJe In gran! furlding by $15.000 or mGlr. per year. GOAb GOALS AND08JECTIliES fORM Fill out whit. ~tions only. 00112: Continue with Strategies 1 through 10 of Goal one for the remllnlng five yeal'l of the gl1lnl eycle • Y.are 2019 • '2023 2·3 hOUI" will be completed aMualtv for Nch year 2019 • ~O~3 ~<f 00il<\l rt>!1 1""'" t __ .. _til l'll "_'*",,'nll "~I". 1) 20~8 • Completll Hou •• 18, 19 «nd 81al1 House 20; 2) 201s • CompltllJl HOIJBfI2Q. 21 (lnel &lo.rt HoUle 22: .J) 2020 • Complete Hou •• 22. 23 n.d Itart Hau •• 24 : ",2021 • Compl.tO Houll ~4 20.~ atort Houa. 28; 5) :11022· Complete Ho"" as. 27 . 28 and eta" HOUle 1S; 8) 2023 • Complete HOllie 29. ~O end 31 an~ IlIIrt Hou •• 32 Explain progress made on each of your Goals and Objectives submitted in your applitCItion. Please provide additional information, trends or comments related to successes of your program/project: P<1e.a s9 lfiI fii (i):'fI.hlle ad'GHtlollla1 illl'l6 l'\)natj0J'~~ ,tr-emcis ls ii 'C.0IilJlitilemt;S ire la;ted :ta ti me €h.ltlleng es wJtl,b you., program/project: Appltont~.;nn~: ________ == ______ _ FundLns SOrt DOlIr:: ~1':n:"':'Y=',:l:Ol:.============= FundLfti End tau1._ p~~:~~~:--~~----------------------- Number af FundIng Ye.:ars Tobl County R~UHt Tebl from Ot.hc:r Sour~ Tat:l1 ProJect Budget !rIoa.·ALb:lIWSCtL_ Stoiff Cost" ,,9 so.oo W.OO so.oo Amountfrom Amauntfrom Other Coo n~R~ufit ~u«u TOTAL Qriartrrl Kittitas County Homelessand Alfordable Housing Funds Budget Tempb.tr ···PJ~ fiJi '" on;' gray .moQN ar'l'a,S. ....... ANNUAL PROJECT BtJDG£r Quarrrr2 Quarter 3 Quarcrr4 Actual VOlT1en~ I t.~:::7"'~~~Lof,c-1"'J. . I ~ . U : I I otr.<U:lIod 1<m<u. .&:nmf.il:DUlr=W- Jl~otIt:J <=> !Jt#tr ..... J(~~~1!Itt~C'.lI:r ~~ ~ctat~ ~r D<n-RCII __ T~ ~c.e ="5"'""'-joe £><._, ~ ~~ "l' ..... "". r,,.,. ~ tu:lUlGod TtlCIII.1 C s 'l' ~ -t $ s- • S i ! 5 S S 'J lktD'lls/DcsmprKm/Justlfi.:otJon ----- -- -- 1~ff?=:::~~_1 . L _ Ii ~ I 'I r==TIif~,:"o~i~ilIAri\"ECXIs'IYI S IS Is ~hr.bu ttrv~$b, ~n.JI ;:Ic\D~ ..... 0$ ,. " ~ ~" -s Iuo",.... J A ...... , S -""= i >I __ =t~ .s ."'" ~ S ~=~."d,~ S " ..... • TOTAl.AI)KI"'stIIAn~'I!co.m: S S S ANNUAL 'tOTALS! s I $ I s -I