application for funds for project to help …...application for funds — 7 — (version date:...

APPLICATION FOR FUNDS — 1 —

(Version Date: 5/15/2012)

APPLICATION FOR FUNDS FOR PROJECT TO HELP WASHINGTON

HOMEOWNERS AVOID PREVENTABLE FORECLOSURES OR TO AMELIORATE THE EFFECTS OF THE FORECLOSURE CRISIS

Please submit an application including all of the following information. Incomplete applications will not be considered. I. APPLICANT INFORMATION

Organization Name:

Mailing Address:

City, State, Zip:

County:

If Tribal, Designate Tribe:

Primary Contact Person:

Primary Contact Phone No.:

Primary Contact Email:

Secondary Contact Person:

Secondary Contact Phone No.:

Secondary Contact Email: II. ORGANIZATION TYPE (check applicable)

501(c)3 nonprofit

Tribal

Governmental agency

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III. IDENTIFYING INFORMATION Tax Identification Number (TIN): Uniform Business Identifier (UBI):

A. Does your organization currently receive any funding from the AGO? If yes, please identify the date of your last report. No; Yes.

B. Does your organization receive any funding from any other governmental agency for housing related projects or foreclosure related assistance? If yes, list the contracts by title, contract number and funding amount for the past 3 years. No; Yes.

C. Is your organization solely owned/operated by a current state employee? If so, please complete the Ethics Certification process at www.ethics.wa.gov. No; Yes.

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http://www.ethics.wa.gov/�



IV. PROJECT PROPOSAL

A. Project Title

B. Requested Amount: C. Project summary: In 150 words or less, concisely describe your project and how

it meets the criteria set forth in the settlement. This summary will help the Committee review proposals. Attachments and exhibits are not allowed in this section. Over-length summaries will disqualify application.

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D. Describe how your project meets the criteria set forth in sections I and III above, including estimated start and completion dates. Supporting information and exhibits may be included here. Please try to make your submission as concise as possible.

E. Describe the demographics of the consumers you serve. Please provide

supporting data or statistics.

F. Describe the geographic scope of your project.

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G. Identify the total number of consumers you expect to serve during the life of this grant.

H. If this is not a new project, describe what changes are being made to an existing

project.

I. Describe how net benefit or positive outcomes can be measured at the end of the

project.

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J. Have you applied for an equivalent grant in the past, and if so, to which entity and when?

K. If you intend to collaborate with other organizations, please provide a letter of

support from that organization.

L. Please provide an organizational chart for your organization.

M. Please provide three references familiar with organization’s activities and their

contact information.

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V. PROJECT BUDGET As noted previously, this grant must be used to provide additional services and not merely replace existing services or supplant existing funding. No current salaries or benefits may be funded using grants provided by the AGO unless expressly and explicitly granted, in advance and in writing, by the Committee. The Committee reserves the right to request a more detailed budget prior to selection.

A. Total Project amount:

Salaries:

Goods and Services (identify): Administrative Overhead: Advertising or Outreach:

Travel: Total:

B. What percent of your total project budget does this funding request represent?

C. If the project will be funded in part from other sources, identify those sources and

the funding amounts.

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VI. PROJECT ADMINISTRATION

A. Identify within your organization who will be directly responsible for the following project components: (a) administration, (b) fiscal, (c) service delivery. Attach a current resume for the agency director, and the lead project staff person, and a current agency organizational chart.

B. Describe what steps your organization will take to ensure that the project will

serve its intended purposes and be completed on time.

C. Describe how you plan to measure and evaluate the success of your project and

include samples of evaluation tools if available.

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VII. CERTIFICATION I certify that I have the authority to submit this proposal, and that the information in this proposal is true and accurate. If my organization is faith-based, I understand that federal and state law prohibit the use of public funds for religious worship, exercise, instruction or support of any religious establishment. http://www.acf.hhs.gov/programs/ccb/law/state_faith_based.htm http://www.leg.wa.gov/LawsAndAgencyRules/constitution.htm I understand that my organization will not receive reimbursement for any costs incurred in preparing this proposal. If awarded funding, I understand that our proposal will be incorporated into the final contract. Printed Name and Title: Signature (by entering name here, form is electronically signed): Date:

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http://www.acf.hhs.gov/programs/ccb/law/state_faith_based.htm�

http://www.leg.wa.gov/LawsAndAgencyRules/constitution.htm�

APPLICATION FOR FUNDS

— 5 —(Version Date: 5/15/2012)

Applications should be addressed to:

Rich [email protected] Protection DivisionWashington State Attorney General’s Office800 Fifth Avenue, Suite 2000Seattle, Washington 98104-3188

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mailto:[email protected]

KulshanCLT Organizational Chart

DevelopmentDirector

KulshanCLT Organizational Chart

KulshanCLTBoard

ExecutiveDirector

DevelopmentDirector

HomeOwnershipCoordinator

HomeOwnership& OutreachSpecialist

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Dean B. Fearing511 Wilson Ave, Bellingham WA 98225

[email protected]

PROFESSIONAL EXPERIENCE

Associate Director July 2008- December 2009Kulshan Community Land Trust Bellingham, WA

Responsible for new construction and home rehab development

o Lead member of all development teams

o Responsible for finding and exploring project opportunities, feasibility analysis and budget

o Responsible for KulshanCLT home rehabilitation program

Interacted across nonprofit, for profit and governmental sectors, including community development

organizations, homebuyer educators, local government agencies, City/County Council, real estate developers,

housing advocates, law firms, federal agencies and foundations.

o Maintained collaborative, cooperative relationships with funders and partners

o Oversaw record keeping, tracking and reporting of homebuyers, homeowners, counseling clients and

portfolio of owner-occupied permanently affordable homes, and managed staff

o Coordinated and tracked the myriad of funding streams and disbursements of KulshanCLT’s funds to

new projects and properties

o Oversaw eligibility and income verification policies, procedures and materials for prospective

KulshanCLT buyers

o Assisted with relevant grant writing, compliance and reporting

Maintained KulshanCLT’s program policies and procedures, and supervised activities including eligibility, data

collection, troubleshooting of transactions, and workflow

Staff Oversight

o Supervised five staff

o Developed policies and procedures

o Conducted performance evaluations

Supervised educational activities

o Home Buyer Education

o Home Owner Services and workshops

Oversaw outreach and marketing of KulshanCLT’s programs and properties

Director August 2004- July 2008The RE Store Bellingham, WA

Responsible for two retail stores in Bellingham and Seattle.

Directly supervised eight program managers and indirectly forty-two staff.

Extensive fundraising training and experience.

Developed annual budget for The RE Store which included eight program budgets.

Developed and maintained strategic plan for The RE Store.

Gave annual performance evaluations for eight program managers.

Experience writing and implementing business plans.

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mailto:[email protected]

Store Manager, Bellingham and Seattle July 2000-August 2004

Started Seattle RE Store

Moved Bellingham RE Store two times.

Directly supervised two managers and twelve staff.

Wrote budgets for two stores.

Worked as part of management team with field manager and Executive Director.

Developed training manual and procedure manual for The RE Store

Store Manager, Bellingham September 1997-July 2000

Oversaw day to day operations of Bellingham RE Store.

Helped develop annual budget.

Supervised seven staff.

US Navy July 1985-July 1990

EDUCATION AND TRAINING

BA Sustainable Design and Development 1996

Western Washington University, Fairhaven College Bellingham, WA

PROFESSIONAL ASSOCIATIONS

Board President, ReUse Works, 2004- Present

Sustainable Connections, Founding Board Member, 2002-2007

Built Green Committee (BIAWC), Founding Committee Member, 2005-2008

REFERENCES

Robyn du Pre, Executive Director, RE Sources 360.733.8307

Paul Schissler, Executive Director, KulshanCLT 360.671.5600 x2

Derek Long, Executive Director, Sustainable Connections 360.303.7776

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Christina Olson 360.715.16156 2 3 G l a d s t o n e S t r e e t , B e l l i n g h a m , W A , 9 8 2 2 5

ObjectiveTo work in a socially minded organization that is focused on sustainable community development.

Professional ExperienceKulshan Community Land TrustBellingham, WA 11/2006 to present

HomeOwnership Coordinator. Working with all applicants through the application process and providing housing counseling as

necessary. Organizing and teaching monthly HomeBuyer Education classes. Providing Homeowner support through regular contact and as necessary. Maintaining accounting information for fees and donations through Ebase.

Bellingham / Whatcom County 06/2002 to 10/2002Housing AuthoritiesBellingham, WA

Temporary receptionist. Answering calls and assisting drop-in clients. Maintaining office files. Assisting Housing Clerks.

Bellingham / Whatcom County 05/2003 to 09/2003Housing AuthoritiesBellingham, WA

Temporary Housing Clerk. Helping callers on the telephone to understand the various housing programs. Processing applications and yearly re-certifications of renters. Using Word, Excel and Acces proficiently. Verifying all income and assets information through third-parties.

EducationSound Circle Center for Arts and AnthroposophySeattle, WA 09/2004 to 06/2007

Certificate in Waldorf teaching.

Western Washington University 09/1997 to 08/2001Bellingham, WA

B.A. in French language.

The American School in Switzerland 09/1997 to 05/1997Lugano, Switzerland

High School Diploma.

ReferencesMichael Koenen Marie KimballWashington Conservation Corps Bellingham / Whatcom Housing Authority360.527.9840 360.676.6887

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Jill E. Clark409 Morey Avenue

Bellingham, WA 98225360.738.4375 W: 360.671-5600, ext 5 [email protected]

OBJECTIVE To combine my experience in fundraising, resource and program development, production,marketing, community outreach, and long-range planning in a management position directingdevelopment in an arts or education-related non-profit organization.

EXPERIENCE Kulshan Community Land Trust, 215 W Holly St Ste H20, Bellingham, WA 98225.September 2005 to present

Development Director: Develop, execute, monitor, and evaluate annual fundraising strategy,including campaigns, timelines, target number of donors and dollar goals, and seek/receive boardapproval as part of annual budget process; Work with individual board members to meaningfullyengage in fundraising activities and initiatives, including developing donor prospects, making directasks, and recognizing donor gifts;Provide training/coaching to board members; Assist in cultivating new board members; Reportfundraising and campaign progress. Work closely with board, staff and volunteers on fundraisinginitiatives and events. Strategic communications and marketing including messaging,communications, events and campaign materials to our external audiences that raises the level ofawareness and understanding of KulshanCLT, and leads to increased donors and donor gifts;maintain positive media relations; Prepare and distribute timely and relevant news releases andnewsletters to KulshanCLT’s diverse audiences.

Bellingham Technical College Foundation, 3028 Lindbergh Avenue, Bellingham, WA 98225June 1997 to June 2004

Managing Director of the Foundation and Community Outreach: Responsibilities includeplanning, organizing, directing and evaluating all private sector giving to Bellingham TechnicalCollege through major gifts, foundation grants, corporate contributions, annual fund and specialevents; establishing Foundation mission, goals, policies and procedures; soliciting individuals toserve as directors and committee volunteers; promoting the Foundation on and off campus;managing part time support staff.

Accomplishments: Increased Foundation’s net assets tenfold to $300,000 for fiscal year ending 6/30/03

In 2003 raised $321,000 in revenue including $55,000 in unrestricted gifts, $65,000 in restrictedgifts, $47,000 in permanently restricted gifts, and $154,000 in instructional equipment

Increased endowment from $8,000 to $170,000

Convened initial board of directors and completed all legal requirements for state and federalnonprofit status

Mount Baker Theatre, 104 North Commercial Street, Bellingham, WA 98225 October 1994 toOctober 1997

Development & Marketing Director: Responsibilities include directing the planning,administration, implementation, and evaluation of all development and marketing activities includingdeveloping strategies to increase revenue and broaden audiences, and working with executivedirector and board to develop, monitor and evaluate annual operating budget (1997-$850,000);liaison between all touring companies and presenters and MBT technical and administrative staff;developing all season and event marketing, publicity and promotion; coordinating all fundraising

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including securing event sponsors, memberships, and grants. Managed Marketing Assistant,Communications Manager, student interns and volunteers.

Accomplishments: Successful completion of $1.6 million capital campaign theatre remodel in 1995

Developed significant relationships with business community resulting in tripled annual cashsponsorship revenue to $60,000 and in-kind revenue to $150,000

Doubled members and membership revenue to 500 and $38,000, respectively

Raised earned income 65% from $300,000 to $500,000

Implemented Mount Baker Theatre’s first Family Series

Western Washington University, Office of Student Financial Resources, Old Main 240, 516High St, Bellingham, WA 98225 September 1991 to October 1994

Scholarship Manager/Financial Aid Counselor (9/93-10/94) andScholarship Program Coordinator (9/91-8/93): Responsibilities included administering WWU’sinstitutional, federal, state, and private donor scholarship programs; developing and managingstrategies, policies and procedures, compliance, reportage and coordination of programs withvarious state and federal agencies, university colleges and departments, the Western Foundation andprivate donors agencies; managing the Scholarship Center and supervising staff.

Accomplishments: Managed average of $1.5 million scholarship funds for 1,500 students annually for three years.

Implemented compliance/reportage system using relational database software.

Northern Sound Public Radio/KZAZ, 119 North Commercial Street, Suite 270, Bellingham,WA 98225 July 1987 to May 1990

Development Director: Responsibilities included working with Federal CommunicationsCommission to secure broadcast license, plus planning and managing capital and operatingfundraising activities.

Accomplishments: Raised $130,000 capital funds to build studio facilities

Implemented annual campaign of memberships, grants, underwriting, and special events

PROFESSIONALAFFILIATIONS

Member, Association of Fundraising Professionals, 2009-presentMember, National Council for Resource Development, 1997-2003Education/Technical Assist. Committee, Whatcom Council of Nonprofits, 2000-2003

Steering Committee, Whatcom Fund Development Association, 1996-2000Member, Northwest Development Officers Association, 1984-1998

EDUCATION Goucher College, Baltimore, Maryland 1977Bachelor of Arts – Music and Psychology

Honors in MusicGeneral HonorsRosenberg Prize for Music Composition Achievement

REFERENCES Available upon request

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