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HomeMy WebLinkAboutGrant Request - Habitat for HumanityEconomic Development Fund Discretionary Grant Program Organization: Bend Area Habitat for Humanity Organization Description:. Bend Area Habitat for Humanity works with families and the community to build quality, affordable homes. These homes are constructed for families earning 35% to 75% of Bend's median income. Qualifying families must contribute 400-600 hours of sweat equity to the construction of the home. Project Name: Alford Village Initial Engineering Project Description: The first step in making the l0 -acre parcel (the future Alford Village) ready for development is a topographic survey. The total cost for the survey is $7,336. Otak has contributed $4,000, this request is for the balance. Project Period: February — March 2008 Amount of Request: $3,336 (total cost $7,336) Previous Grants: • December 2005 - $1,050 for outreach equipment ($550 Clarno, $500 Luke) • August 2006 - $2,050 for land purchase ($684 Clamo, $683 Luke, $683 Daly) Project End Date: Date Funds Needed: tJ'axIDit. City & Zip: Telephone: Email: Alternate Phone .org Deschutes County Board of Commissioners 1300 NW Wall St., Bend, OR 97701-1960 (541) 388-6570 - Fax (541) 385-3202 - www.deschutes.org DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND DISCRETIONARY GRANT PROGRAM APPLICATION Direct Application to: Commissioner Tammy Baney Commissioner Dennis R. Luke Date: 1/23/08 Project Name: Project Beginning Date: Amount of Request: Applicant/Organization: Address: Commissioner Michael M. Daly All Three Commissioners Alford Village Initial Engineering 1/1/08 $3336.00 Bend Area Habitat for Humani 1860 NE;4th Street Contact Name(s): Fax: Dave Love Joan Hinds 541-383178 41-317-5972 2/1/09 Feb -March 2008 93-1004012 Bend 97701 541-385-5387 x223 dlove@bendhabitat On a separate sheet, please briefly answer the following questions: 1. Describe the applicant organization, including its purpose, leadership structure, and activities. 2. Describe the proposed project or activity. 3. Provide a timeline for completing the proposed project or activity. 4. Explain how the proposed project or activity will impact the community's economic health. 5. Identify the specific communities or groups that will benefit. 6. Itemize anticipated expenditures*. Describe how grant funds will be used and include the source and amounts of matching funds or in-kind contributions, if any. If the grant will support an ongoing activity, explain how it will be funded in the future. Attach: Proof of the applicant organization's non-profit status. * Applicant may be contacted during the review process and asked to provide a complete line item budget. Amount Approved: By: Date: Declined: By: Date: 010, Habitat for lituramitya DESCHUTES COUNTY ECONOMIC DEVELOPMENT FUND DISCRETIONARY GRANT PROGRAM Program application from Bend Area Habitat for Humanity 1. Description of the applicant organization, including its purpose, leadership structure, and activities. The organization: Bend Area habitat for Humanity, with God's guidance, works in partnership with deserving families and the community, to build quality affordable homes. Bend Area Habitat for Humanity (BAHFH) envisions a community where no families sacrifice safety, healthcare, food or clothing for affordable housing. Through the wise stewardship of resources and donations, and in partnership with local businesses and individuals, we provide opportunities for Bend families to achieve stability and success. Leadership: The organization is led by a volunteer Board of Directors, sixteen individuals from the community who apply their various skills to the goal of providing affordable housing in Bend. Listed below are the names and affiliations of the 2008 board members: Doug Watson, President (Self Employed Information Technology Consultant) Bob Cudlin, Vice President (Retired Energy Consultant and Lawyer) Greg Smith, Treasurer (Real estate broker — John L. Scott, prior Human Resources - Insurance Industry) Alison Hamm, Secretary (Retired Chemical Engineer and Organizational Development Consultant) ML Jennings (Retired Office Manager) Cathy DelNero (Real Estate Broker — Coldwell Banker Morris, Former Habitat Homeowner) Joan Hinds (Retired Resource Development Manager) Mark Huffman (General Contractor and Co -Owner Sage Builders) Marty Windman (Retired Executive - Computer Hardware) Jo Conover (Leadership in Energy and Environmental Design (LEED) Green Building Rating System"' Accredited Design Professional) Richard Berg (Oregon Financial Services Group, Financial Planner) Jim Moran (Senior Account Representative, Wachovia) Beverly Pahlisch (Vice President Pahlisch Homes) Dr. Ron Jollo (Retired) Bill Kuhn (Vice President South Valley Bank) Madden, Elva (Crook County Liaison to BAHFH) Executive Director David Love heads a staff of 14, including those who work at the Habitat office and the recycling facility, the ReStore. Activities: The primary activity is the building of affordable home for families who earn 35%-75% of Bend's median income. The families qualify by demonstrating that they will be responsible homeowners and that they will contribute at least 400-600 hours of sweat equity to the construction of their homes. Operation of BAHFH's ReStore is an important activity, as well. By recycling building materials and furniture donated by individuals and builders, the ReStore provides an inexpensive source of construction supplies and keeps more than 140 tons of discarded materials out of the landfill annually. 2. Description of proposed project: Since 1989, Bend Area Habitat for Humanity (BAHFH) has been providing decent, affordable homes for low-income families. To date, we have worked as the catalyst for Habitat homeowners and volunteers to build 70 homes, providing the benefits of home ownership to 116 adults and 217 children. Thanks to a successful capital campaign, we have recently purchased a 10 -acre parcel of land in east Bend where we plan to build homes for 65 families over the coming years. We had hoped to begin building homes on the 10 acres in 2008, but the delay in Urban Growth Boundary decisions has postponed that starting date. In order to continue addressing the huge need in Bend for truly affordable housing and to keep our volunteers on the job, we have obtained some small parcels of land on which to build during the period before the 10 acre parcel is annexed to the City. (Our thanks to Deschutes County for contributing to that interim activity.) Since the work of Bend Area Habitat for Humanity needs to continue at a healthy pace, we are now concentrating all of our resources on building homes on interim land. Request to the Deschutes County Economic Development Fund: While carrying on our regular schedule of building on interim land, we are also doing everything possible to prepare the 10 acre parcel, which will be called Alford Vi//age. Our goal is to be ready to begin construction in Alford V///age immediately after annexation. To accomplish that goal we have solicited support from engineering firms, relying on pro bono work and in- kind contributions to continue moving forward on Alford Vi//age, since all available construction funds are needed for interim builds, W&H Pacific, Otak Inc., and Ferguson & Associates have all come forward to give us a hand The BAHFH Board agrees with Otak engineers that the first step in making the 10 acre parcel ready for development is a topographic survey. The cost of the survey is $7,336, and Otak will contribute $4,000 toward the work, We ask that the Deschutes County Economic Development Fund provide the other $3,336 to take that first step toward developing the land. 3. Timeline for completing the proposed activity: The topographic survey can be done immediately. Otak engineers believe that the boundary survey will be a simple next step, following the topo survey. An Alford Village Development Committee, headed by Jo Carol Conover, BAHFH board member and LEED accredited design professional, and staffed by community professionals and BAHFH staff and board members, has begun work on a preliminary concept plan, to be followed by an overall concept plan. Once site constraints are determined, a plan or plans can be developed to achieve development goals for affordable housing. This will require addressing housing needs that are identified in the UGB study, transportation improvements that are recommended with the TSP update, and site constraints that are identified with the site survey. 4. How the project will impact the community's economic health: The scope of the activity proposed in this request is simply the beginning phase of an ambitious multi-year project to be carried out in many phases. Our request for assistance with the initial engineering and design activities will allow us to prepare for the infrastructure and home construction work that will follow. Bend Area Habitat for Humanity traditionally raises funds and in-kind donations as construction progresses. That will begin after annexation and preliminary planning has been finished. The preparatory activity described in this request is our first step toward providing affordable housing for 65 families. For the last several years, affordable housing has been one of the most crucial challenges for our community. Today, a family of four earning Bend's median income of $58,000 could afford to buy a $140,000 home. Very few, if any, houses at that price are available. BAHFH homes currently cost approximately $106,000 and are financed by no -interest loans held by BAHFH. The economic impact of BAHFH's work is reflected in its families who would otherwise be homeless or living at subsistence level. Instead, they become contributing community members, paying taxes, purchasing goods and raising healthy families. Additionally, the construction of Habitat homes brings tens of thousands of dollars to local vendors. 5. Specific communities or groups that will benefit: Habitat for Humanity is a superb vehicle for community development. Volunteers by the hundreds contribute by moving dirt, swinging hammers, installing plumbing, drawing architectural plans, implementing green building techniques, doing office work — the list goes on and on. Companies appreciate the team -building experiences employees have when they work together on a build site. Professional men and women have the opportunity to mentor young people from Deschutes County Juvenile Justice, the Youth Challenge Program and other community service programs. Dozens of churches pitch in to work together on "Faith Houses" and women enjoy great camaraderie and accomplishment on the "Women Build." Underlying the rich experience of the volunteers is the joy they feel knowing what a gift they are giving to a family in their community. The Habitat families benefit in many, many ways from having the stability of owning their own homes. In addition to our personal knowledge of the families in Bend's Habitat homes, we read national studies indicating that children who live in their own homes perform better in school and are far more successful, socially and professionally, as adults. We hear countless stories of Habitat children who excel in sports, the arts and academics because of family stability -- they are not moving from substandard apartment to substandard apartment, but are living in the same home in the same neighborhood, going to the same schools, for years. Quality homes, whether on a parcel containing ten Habitat homes like Silver Lake, or a single home tucked into the corner of an existing development, enhance neighborhoods and inspire great pride and satisfaction in the volunteers who have built them and the families who live in them. 6. Expenditures and source of funds: As shown on the attached estimate prepared by Sun Country Engineering, the total estimated fees prior to construction would be $178,695. Only the Private Fees are relevant to this request, as Municipal Fees will relate to work done after annexation. Three firms have pledged in-kind support for the activities listed under Private Fees: Otak, Inc. has donated $4,000 toward the topo survey, and Otak's Senior planner has offered his pro bono services, as well. Ferguson & Associates has pledged a $12,000 in-kind donation toward work associated with the traffic study. W&H Pacific's designer will work pro-bono on the concept plan, and the company is considering an in-kind donation as well. We are confident that, as preparatory work progresses, there will be additional support offered by the engineering community. Additionally, we have submitted a grant proposal to Meyer Memorial Trust and will be writing grant requests to the Ann & Bill Swindells Charitable Trust and the Swigert Foundation, among others. Sun Country Engineering 920 SE Armour Road Bend, OR 97702 541-382-8882 HABITAT HWY 20 Proj. Preliminary Constr. Cost Est. From sketch provided Dec.06-Assume 65 lots ITEM COST Municipal Fees City Application* $4,000 Subdivision; +$500/lot* $32,500 Traffic Review* $1,525 FireFlow Analysis* $1,220 Total Application Engineering Fee's $35,000 City Plat Fee $5,200 County Surveyor Fee $5,980 County Clerks Fee $200 Total Fees Private Fees Tentative Plat Map and Process* Burden of Proof* Traffic Study* Boundary + Topo Survey Engineered Plan Set Plat and Monument Total Private Total Estimated Fees Total Estimated Construction Combined Total $6,000 $4,500 $2,500 $11,000 $35,000 $32,500 29 -Oct -07 TOTAL $40,815 $46,380 $91,500 $178,695 $1,191,273 1 $1,369,967 1 *Required for Tentative Approval **This estimate is provided for reference purposes and is not intended to be a statement of all costs associated with the proposed project. Costs are based on historic pricing, and future costs can vary. Projected costs are based on the current anticipated work for the project and can be impacted by land use conditions, local engineering standards, and local code revisions that may be implemented. HABITAThwy20-PreCost 1/21/2008 October 16, 1989 Lester Alford Bend Area HFH 124 N.W. Franklin Ave. Pend, OR 97701 Dear Tester, This letter will confirm that Bend Area HFH has been -added to the roster of exempt 'subordinates included in habitat for Humanity, Inc.'s group exemption under 'section 501 (c)(3) of the Internal Revenue Code effective on October 13, 1989. The enclosed copy of the group exemption letter received from the IRS provides evidence of Habitat's group exemption.. 'That letter, together with this letter which coaliirms your affiliate's exempt subordinate status, provide evidence of !our tax exempt status under vection 501 (c) (3) of the Code. Both these letters should be retained. as part of your affiliate's permanent records. Please note that if your gross income ii,"loula11y more than $25,000, you are 'required to file Form 990, Return of Organizations Exempt from Income Tax, by the 15th day of the fifth month after' the end of your annual accounting period. Also, note that a. significant penalty is imposed when a return is flied late. (To assist in the .consolidation of your affiliate's financial data with that of HFHI, it is requested that you'urae a calendar year ---- January 1—December 31 --accounting period.) ) The group exemption number assigned to Habitat 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 oh any Form 990 you may file. In partnership, —4/04k45(-414 Markt Sloan Administrative Coordinator---• A.f;fa:i.ii.ate. Grctzp RS/tar ***B4PORTANT TAX INFORMATION*** MEMORANDUM TO: U:S. Affiliates covered under FIFHI's Group Exemption umbrella FROM: Habitat for Humanity International RE: Group exemption numbers DA 1'L: November 1993 $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$ GREETINGS from your friends and partners in Americus! Our records indicate that your affiliate is currently considered a tax exempt subordinate under Habitat for Humanity International's Group Exemption umbrella. This memo is intended to clarify the various numbers which are required for reporting to the Internal Revenue Service. Habitat for Humanity International's Group Exemption umbrella number is 8545. This number is used by 1{FHI and may also be used by your affiliate project when reporting to the IRS. A copy of the letter from the IRS assigning this number to HFHI, dated September 30, 1987, is attached. Also included is a copy of the IRS letter acknowledging the name change from "Habitat for Humanity" to "Habitat for Humanity International, Inc." This, along with the September 30, 1987 letter should be kept as part of your permanent files. They are proof of your affiliate's tax exempt status. You will note that both.IRS letters include the Federal Employer Identification Number (FEI or EIN) for Habitat for Humanity International. This number, however, applies only to Habitat for Humanity International. As an affiliated project, you are required to apply for your.own BIN. You must use your affiliate EIN in all correspondence with the IRS. If you have any questions about your affiliate's tax exempt status, please contact Lisa Nielsen or Anita Peacock at 1 -800 -HABITAT extension 405 or 311.