Accessing Funds from the City of Memphis

1
Accessing Funds from the City of Memphis

• September 29, 2006
• Mississippi Boulevard Christian Church

2
General Requirements for Receiving Grants

• Dottie Jones
• Administrator, Office of Intergovernmental
  Relations,
• Law Division

3
General Requirements for Receiving Grants

• TCA Section 6-54-111 reads as follows
• "(a) The legislative body of each municipality
  may appropriate funds for the financial aid of
  any nonprofit charitable organization
• ...a nonprofit charitable organization is one in
  which no part of the net earnings inuresto the
  benefit of any private shareholder or individual
  and which provides year-round services benefiting
  the general welfare of the residents of the
  municipalities.

4
General Requirements for Receiving Grants

• TCA Section 6-54-111 - Continued
• (c) Any nonprofit organization which desires
  financial assistance from a municipality shall
  file with the city clerk a copy of an annual
  report of its business affairs and transactions
  which includes, but is not limited to, a copy of
  an annual audit, its program which serves the
  residents of the municipality and the proposed
  use of the municipal assistance. Such report
  will be open for public inspection during regular
  business hours of the city clerk's office."

5
General Requirements for Receiving Grants

• Generally, the organization must show
• Proof of non-profit status as evidenced by
  acceptance of nonprofit status by the U.S.
  Treasury Department as a Section 501( c )(3)
  under the Internal Revenue Code.
• Proof of incorporation in Tennessee under the
  Tennessee Nonprofit Corporation Act for at least
  one year prior to application.

6
General Requirements for Receiving Grants

• Generally, the organization must show
• Documentation which proves that the organization
  has been in operation for a minimum of one year.
  Documentation should include evidence of service
  to the community as well as public (community)
  support.
• Documentation of fiscal accountability and
  capabilities.
• Documentation of managerial competence and
  organizational viability.

7
General Requirements for Receiving Grants

• Generally, the organization must show
• Where applicable, compliance with all applicable
  federal regulations is required.
• Title VI of the Civil Rights Act of 1964
• Section 504 of the Rehabilitation Act of 1973
• Age Discrimination Act
• Compensation for professional personnel, laborers
  and mechanics as defined by the Secretary of
  Labor in parts 3, 5 and 505 of Title 29 of the
  Code of Federal Regulations
• The Drug Free Workplace Act of 1988
• The Americans with Disabilities Act of 1990

8
HCD Strategic Community Investment Fund

• Mairi Albertson
• Administrator, Planning and Development, Division
  of Housing Community Development

9
HCD Strategic Community Investment Fund

• Program Description
• HCDs competitive funding process. SCIF was
  designed to make the application and selection
  process consistent and clear.
• Funds are available primarily for projects that
  benefit low and moderate income persons and are
  awarded to eligible nonprofit, for-profit,
  faith-based and other organizations to implement
  community and economic development programs

10
HCD Strategic Community Investment Fund

• Amount of funding
• Varies by program
• Contact Information
• Mairi Albertson [phone]
• Eligibility Requirements
• Varies by program, but includes nonprofits,
  for-profit housing developers, or organizations
  partnering with a nonprofit

11
HCD Strategic Community Investment Fund

• Application Process
• Applicants for all programs prepare an Agency
  Profile and a specific application for each
  program they apply for
• All applications go through completeness and
  eligibility reviews by staff and project reviews
  by independent/external review committees

12
HCD Strategic Community Investment Fund

• Application Process - Continued
• Applicants are notified of acceptance or
  rejection
• Projects awarded funds go through Citys contract
  process

13
Neighborhood Development Program

• Beverly Goines
• Deputy Director
• Division of Housing and Community Development

14
Neighborhood Development Program

• Eligible Applicants are nonprofit organizations
  that provide programs and services in the areas
  of business/economic development, community
  development, and community initiatives

15
Neighborhood Development Program

• Eligible activities
• Workforce Development/Job Training for
  Low/Moderate Income Persons
• SBE/WBE/MBE Programs (Technical Assistance,
  Counseling, etc.
• Job Creation Activities
• Neighborhood Clean-Up Initiatives

16
Neighborhood Development Program

• Eligible Activities (continued)
• Capacity Building Activities
• Youth Development/Mentoring Programs in
  Low/Moderate Income Areas
• Economic Development Initiatives
• Affordable Housing Programs/Related Activities
  (Credit Counseling, Financial Planning/Budgeting
  for Low/Moderate Income Persons

17
Neighborhood Development Program

• Contact Information
• Livia Walker
• 526-9300

18
Human Services Grants

• Keenon McCloy, Director
• Division of Public Services and
  Neighborhoods

19
Human Services Grants

• Program Description
• Designed to provide social services for
  low-to-moderate income families, homeless
  families and individuals.
• Strive to provide local revenue dollars to be
  utilized as matched fund resources for acquiring
  State, Federal, private, and foundation funds.

20
Human Services Grants

• Program Description - Continued
• Intended to enhance, expand and maintain social
  service availability for those in need and in
  crisis.

21
Human Services Grants

• Objective of program is to serve the following
  areas of need
• Homeless prevention, nutritional, and emergency
  services
• Programs targeting children, teens, and young
  adults
• Elderly, disabled, and protective services
• Services for mental health and retardation
• Substance abuse prevention

22
Human Services Grants

• Amount of Funding
• Payment for services rendered are on a cost
  reimbursement basis for monthly, quarterly or
  service-based terms as set forth by a negotiated
  contract.
• Maximum amount awarded is twenty-five thousand
  dollars (25,000.00).
• Grants awarded for the fiscal year beginning July
  1 and ending June 30.

23
Human Services Grants

• Amount of Funding - Continued
• A total of 426,000 may be available for the
  grants, pending allocation and appropriation for
  said purposes.
• Contact Information
• Demetria Adair at 576-6503

24
Human Services Grants

• Eligibility Requirements
• Must be currently tax-exempt under Section
  501(c)(3) of the Internal Revenue Code and have
  been so recognized for a period of two years
  prior to application for this award.
• Should have a State Charter, Bylaws
• Must have an active volunteer board and record of
  minutes of meetings.

25
Human Services Grants

• Eligibility Requirements - Continued
• Must be located within the City of Memphis.
• No awards for start-up funding to establish a new
  agency. Minimum of two years.
• An auditors or independent Certified Public
  Accountants report dated no more than two years
  old must be included with the application.

26
Human Services Grants

• Application Process
• Application announcement will be made in Spring
  2007
• The application includes five parts
• Part I - The Project Information Form
• Part IV - The Project Budget Form
• Part V - The Application Certification Form

27
HCD Community Housing Development Organizations

• Twarla Guest
• Non-Profit Housing Center Manager, Division
  of Housing Community Development

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HCD Community Housing Development Organizations

• Program Description
• A competitive funding process for designated
  Community Housing Development Organizations
  (CHDOs) which are private nonprofit,
  community-based organizations whose primary
  purpose is to provide decent, affordable housing
  for the community it serves.

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HCD Community Housing Development Organizations

• Designated CHDOs receive certification from the
  City of Memphis indicating that they meet certain
  HOME Program requirements and therefore are
  eligible for HOME funding.
• Funding for designated CHDOs can be used for
  acquisition, rehab or new construction of rental
  housing and/or homebuyer properties and also
  direct financial assistance to purchasers of
  HOME assisted housing.
• Funding varies annually. The City set-aside is
  15 of its annual HOME entitlement for CHDO
  projects and 5 of its annual HOME entitlement
  for CHDO operating costs.

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HCD Community Housing Development Organizations

• Contact Information
• Twarla Guest [phone]
• Joyce Cox [phone]
• Eligibility Requirements
• Must be organized for the purpose of providing
  decent, affordable housing.
• Must have no individual benefit to members
• Must have a clearly defined geographic service
  area.

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HCD Community Housing Development Organizations

• Eligibility Requirements - Continued
• Must have nonprofit status a board that is
  representative of the community it serves.
• Must demonstrate at least one year of experience
  in serving its community.
• Application Process
• CHDO Applications are available on the City of
  Memphis website or via email.

32
HCD Community Housing Development Organizations

• Application Process continued
• CHDO Proposal Review Committee evaluates, ranks,
  interviews the applicants, and provide funding
  recommendations.
• CHDOs are then notified regarding the status of
  their applications.
• Lets continue to WORK TOGETHER to BUILD a BETTER
  MEMPHIS!

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HCD Development Department Programs

• Verna Hawkins-Lambert
• Administrator, Real Estate Development, Division
  of Housing Community Development

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HCD Development Department Programs

• Affordable Multi/Single Family Housing Program

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HCD Affordable Multi/Single Family Housing Program

• Program Description
• Projects considered for CIP funding must be for
  infrastructure improvements only of new
  construction or re-development of multi/single
  family homes.
• Projects considered for federal funding will be
  eligible for new construction and redevelopment
  of either multi or single family dwellings as
  guidelines allow.

36
HCD Affordable Multi/Single Family Housing Program

• Program Description - Continued
• Only projects comprising of 5 or more units will
  be eligible for funding. The units may either be
  in a new developed subdivision or be in-fill lots
  within a 5 mile radius. All must be under the
  same management.

37
HCD Affordable Multi/Single Family Housing Program

• Amount of Funding
• CIP budget will allow up to 500,000, based on
  need, to be allocated to the infrastructure
  improvements for Multi/Single Family Development.
• Federal dollar sources, CDBG/HOME, will be based
  on need.

38
HCD Development Department Programs

• Housing Developers Incentive Program

39
HCD Housing Developers Incentive Program

• Program Description
• Program provides infrastructure dollars from City
  funds for new Single Family developments within
  the priority and targeted neighborhoods.
• Minimum subdivision requirement is 5 contiguous
  units or a minimum of 5 in-fill units within a 5
  mile radius of one another, constructed by one
  developer.

40
HCD Housing Developers Incentive Program

• Program Description - Continued
• Home sales must be between 85,000 and 221,166
• Maximum per development subsidy must not exceed
  500,000.
• Amount of Funding
• FY05 budget has reserved 1.5 million for HDIP
  program for infrastructure improvements.

41
HCD Development Department Programs

• Contact Information
• Jocelyn Eddins, Special Project Coordinator,
  [phone]
• Leon Blackmon, Acquisition and Relocation, (901)
  576-7429
• Verna Hawkins-Lambert, Administrator,
  [phone]

42
HCD Development Department Programs

• Eligibility Requirements
• Specific requirements for eligibility will be
  listed in the individual program guideline
  applications.
• Our programs are available to all non-profit and
  for-profit developers that possess a proven track
  record for development.
• Minimum 2 years.

43
HCD Development Department Programs

• Application Process
• Applications for these programs are included in
  the HCD Strategic Community Investment Fund

44
COMMUNITY SERVICE GRANT

• Kimberly Mitchell
• Subrecipient Contracts Supervisor
• Homeless Special Needs Dept.
• Division of Housing Community Dev.

45
Community Service Grant

• The Community Service Grant Program is a
  competitive funding process to provide supportive
  services primarily to youth and to homeless and
  special needs populations which include
• persons with HIV/AIDS
• a mental illness
• the elderly
• chronic substance abusers
• persons with developmental and physical
  disabilities
• and victims of domestic violence.

46
Community Service Grant

• Eligible Activities
• Public Service
• Public Facility Improvement
• Application Process
• Applications for this program are included in the
  HCD Strategic Community Investment Fund

47
Community Service Grant

• Eligibility Requirement
• Active private nonprofit corp. organized under
  state law
• 501 ( C ) ( 3 ) status from IRS
• No part of its earnings inure to the benefit of
  any member, founder, contributor, etc.
• Has active, volunteer board
• A certificate of existence from the State
• Has acceptable, functioning accounting system

48
Community Service Grant

• Approximate Amount of CSG Funds
• FY08-FY09
• 1,300,000.00

• Contact Information
• Mary-Knox Lanier
• [phone]
• Kimberly Mitchell
• [phone]
• Main Office
• [phone]

49
Emergency Shelter Grants

• Kimberly Mitchell
• Sub-Recipient Contracts Supervisor
• Homeless Special Needs Dept.
• Division of Housing Community Dev.

50
Emergency Shelter Grants

• Program Description
• The Emergency Shelter Grant Program is a
  competitive funding process open to nonprofit
  organizations that serve homeless populations.
• Program activities are designed to be the first
  step in a continuum of services for the homeless
  toward independent living.

51
Emergency Shelter Grants

• Eligible Activities
• Rehabilitation and/or converting existing
  emergency and transitional shelters.
• Providing operating funds for existing or new
  emergency and transitional shelters.
• Providing certain essential services to homeless
  individuals.
• Providing funds for programs and activities
  designed to prevent homelessness.

52
Emergency Shelter Grants

• Eligible Participants
• persons meeting HUDs definition of homeless and
• persons that have received eviction and/or
  utility termination notices.
• Application Process
• Applications for this program are included in the
  HCD Strategic Community Investment Fund

53
Emergency Shelter Grants

• Eligibility Requirements
• Serves homeless persons
• Has an active volunteer board
• Established under State laws and 501(C)(3)
• No part of its net earnings inure to the benefit
  of any member
• Has active, volunteer board
• Has acceptable, functioning accounting system

54
Emergency Shelter Grants

• Approximate Amount of Funding
• FY08 - 360,000

• Contact Information
• Mary-Knox Lanier [phone]
• Kimberly Mitchell [phone]
• Main Office
• [phone]

55
HOME MATCH FOR HOMELESS AND SPECIAL NEEDS HOUSING

• Mary-Knox Lanier
• Administrator for Homeless and Special Needs
  Populations
• Division of Housing and Community Development

56
HOME Match for Homeless Special Needs Housing

• Program Description
• - Program provides HOME funds to help develop
  permanent supportive rental housing for very
• low-income persons who are homeless and/or
• members of special needs groups
• - Special needs includes those with physical,
  mental and developmental disabilities as well
  as persons with HIV/AIDS, the elderly and
  victims of domestic violence
• - Funds must be used to match other funds
  awarded to the applicant for development of
  housing

57
HOME Match for Homeless Special Needs Housing

• Applicant Requirements
• - Applicant must be a nonprofit, 501 ( c ) ( 3 )
• - Have experience in renovating / building
  housing and in operating rental housing
• - Active volunteer board
• - Copy of most recent audit and financial
  statements
• - Must be owner of housing units and
  responsible for annual reporting

58
HOME Match for Housing for Homeless Special
Needs Populations

• Project Requirements
• - Proof of matching funds must be provided by
  May 1, 2007
• - Supportive housing must provide appropriate
  supportive services for the proposed population
• - Project must comply with HOME requirements
  re tenant eligibility, rents, and an
  affordability (use) period

59
HOME Match for Housing for the Homeless Special
Needs

• Amount of Federal Funding
• FY 07 - 500,000
• Maximum Individual Grant Amount
• 200,000 for Continuum of Care match
• 250,000 for match of non-Federal funds
• Contact Information
• Mary-Knox Lanier [phone]

60
HOME Match for Permanent Supportive Housing for
Homeless Special Needs

• Agency Eligibility Requirements
• - Non-profit organization with 501 ( c ) ( 3 )
  tax exempt status
• - current Tennessee charter
• - bylaws
• - active volunteer Board
• - financial statements / audit
• - general liability insurance other SCIF items

61
HOME Match for Permanent Supportive Housing for
Homeless Special Needs

• Activity Eligibility Requirements
• - Funds may be used only for acquisition,
• construction or rehabilitation of new or
  existing rental units for very low-income
  households who are homeless/ have special
  needs

62
HOME Match for Housing for Homeless Special
Needs Populations

• Application Process
• - Application reviewed by HCD staff for
  completeness and eligibility
• - Complete and eligible applications reviewed by
  a HCD Internal Review Committee for feasibility
• Contract Period
• - Contract will begin after July 1,2006 and
  after proof of matching funds is provided
• - If all construction funds are not
  assembled by May 1, 2007, the project will be
  canceled.

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Housing Opportunities for Persons With AIDS

• Mary-Knox Lanier
• Administrator for Homeless and Special Needs
  Populations
• Division of Housing and Community Development

64
Housing Opportunities for Persons With AIDS

• Program Description
• Primary objective of HOPWA is to increase the
• availability of decent, safe and affordable
  housing
• for low-income persons living with HIV/AIDs.
• Service area includes Fayette, Shelby and Tipton
• counties in Tennessee DeSoto, Marshall, Tate
  and
• Tunica counties in Mississippi and Crittenden
  County in Arkansas.
• Amount of Federal Funding
• FY07 estimated 1,462,000

65
Housing Opportunities for Persons With AIDS

• Contact Information
• Mary-Knox Lanier [phone]
• Kimberly Mitchell [phone]
• Agency Eligibility Requirements
• Non-profit organizations with 501(c)(3) tax
  exempt
• designation current charter, bylaws, volunteer
  board, financial statements, audit, a copy of the
  agencys strategic plan, general liability
  insurance and client grievance policy required.
  Agencys primary objectives should include
  service to persons with HIV/AIDS.

66
Housing Opportunities for Persons With AIDS

• Activity Eligibility Requirements
• Grant provides funds for acquisition,
  rehabilitation
• or operations of a wide range of housing
  programs as well as rental assistance, housing
  information and outreach, and supportive
  services.
• Priority will be given to housing / housing
  related projects
• Program participants must provide documentation
  of HIV/AIDS diagnosis and meet HUD income
  guidelines for the county of their residence
  within the service
• area

67
Housing Opportunities for Persons With AIDS

• Rental Assistance Requirements
• Rental assistance may not exceed the HUD Fair
  Market Rent for the county where the program
  participant lives.
• Units receiving rental assistance must comply
  with HOPWA habitability standards and/or HUD
  Housing Quality Standards
• - Short-term Rent, Mortgage and Utility
  Assistance may be provided to a participant for
  no more than 21 weeks out of 52.

68
Housing Opportunities for Persons With AIDS

• Application Process
• Application reviewed by HCD staff for
  completeness and eligibility
• Complete eligible applications reviewed by
  Grant Review Committee
• Grant review committee ranks and develops funding
  recommendations
• Contract covers one year from July 1, 2006
  through June 30, 2007

69
Ryan White Title IICare Grant

• Patricia Ramsey
• Title II Lead Agent
• United Way of the Mid-South

70
Ryan White

• Program Description
• The Ryan White Title II is a program of last
  resort to individuals infected/affected by
  HIV/AIDS and their families
• Amount of Funding
• Approximately 1.8 million

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Ryan White

• Eligible Activities
• Medical Care (primary medical care staff,
  medications, nutritionist, nutritional
  supplements, lab work, etc.)
• Adherence (medical care management, in-home
  medical care, case management, transportation,
  food pantries, etc.)
• Insurance Assistance

72
Ryan White

• Eligible Applicants
• Nonprofit 501 (c) (3) organizations chartered in
  the State of Tennessee
• Have a principle site of operation in the
  counties of Shelby, Fayette, and Tipton in
  Tennessee, DeSoto, Tate, Tunica, and Marshall in
  Mississippi, and Crittenden County in Arkansas
• Must have activities that address the
  Consortium-identified needs of people
  infected/affected by AIDS

73
Ryan White

• Application Process
• Applicants complete the Request for Proposals
  available today and submit no later than November
  10, 2006. An independent grant review committee
  will review the RFPs and conduct site visits for
  all eligible applicants. Recommendations for
  funding will be made based on these reviews and
  site visits

74
Ryan White

• Additional Information
• Participation in the Consortium is mandatory for
  all funded agencies
• Contact Information
• Patricia Ramsey
• Title II Lead Agent
• United Way of the Mid-South
• 433-4332

75
The Mid-South AIDS Fund

• Melissa Wolowicz
• Community Foundation of Greater Memphis

76
The Mid-South AIDS Fund

• Program Description
• Was created to stop the spread of HIV/AIDS in the
  Mid-South
• Is a partnership among the Community Foundation
  of Greater Memphis, United Way of the Mid-South,
  National AIDS Fund and Elton John AIDS Foundation
• Has approximately 100,000 available for funding
• Will grant money for implementation of effective
  HIV/AIDS adherence and prevention interventions

77
The Mid-South AIDS Fund

• Applicants
• Must raise at least fifty cents in outside
  matching funds for each dollar granted by the
  Mid-South AIDS Fund
• May use HOPWA and Ryan White Title II as sources
  for matching funds
• Submit proposals to Community Foundation by 500
  p.m. November 13, 2006

78
The Mid-South AIDS Fund

• For more information
• Attend the Mid-South AIDS Fund breakout session
  at 1145
• Contact Melissa Wolowicz at mwolowicz_at_cfgm.org or
  722-0054

79
PREPARING YOUR ORGANIZATION FOR GRANT SUCCESS

• Fayre Crossley
• Alliance for Nonprofit Excellence
• September 29, 2006

80
Alliance for Nonprofit ExcellenceOur Mission

• To strengthen organizations that meet community
  needs

81
WE OPEN DOORS

• Information Referral Open Doors and Resource
  Library
• Professional Development
• Capacity-building through Consulting Division and
  Program for Nonprofit Excellence
• Grant Coaching, Program and Proposal Development
  through The Grant Center

82
Grant Readiness is based on

• Mission
• Plan
• Culture infrastructure
• Resources Documentation
• Grants USA

83
GET READY

• ITS ALL ABOUT THE MISSION.

84
Your development team.

• Decision maker
• Project Manager
• Grant writer
• Other support staff

85
Begin with self-assessment

• Board
• Track record and reputation
• Situation analysis
• Internal capacity
• Collaborators

86
What is the current need?

• Clients
• Community

(Need to find out? Check out our workshop on
October 4 How to Tell If Your Programs Are On
Target.)
87
Make the plan.

• Goal Rule the world!
• Strategy Win the war!
• Objectives Take the hill!
• Tactics Fat men throw sticks
• thin men throw stones.

88
Why do you need grant funding?

• In-filling (gaps)
• Improvement
• Enhancement
• Implementation
• Innovation
• Planning

89
What kind of grant funding?

• Direct service obtaining resources to make
  people and situations better to implement
  approaches and solutions
• Capacity-building - empowering yourselves to
  recognize and address issues to develop and
  handle the resources required to do so to
  implement approaches and solutions

90
Develop the program

• Goals and objectives
• Desired outcomes
• Data collection
• Analysis
• Response

91
BUDGET-completely and accurately

• An estimate of what stuff and how much
• Category line item calculation and connection
  to program
• Funding uses and limitations
• Cost allocation by program

92
The grant proposal must address

• Credibility/mission why you?
• Problem what is happening?
• Why its important so what?
• Objectives/outcomes what should be done?
• Method/plan how will it happen?
• Evaluation what good did you do?
• Sustainability what next?

93
Key Factors for Grant Success

• Mission
• Planning
• Execution
• Evaluation
• Stewardship
• Theme Consistency

94

• THANK YOU!
• Fayre Crossley
• fcrossley_at_npexcellence.org
• 684 6605