application for funds for project to help...

APPLICATION FOR FUNDS FOR PROJECT TO HELP WASHINGTON HOMEOWNERS A VOID 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: Associated Ministries of Tacoma-Pierce County

Mailing Address: 1224 S. I St.

City, State, Zip: Tacoma, WA 98405

County: Pierce

If Tribal, Designate Tribe: N/A

Primary Contact Person: Rev. Christopher B. Morton, Executive Director

Primary Contact Phone No.: 253-426-1502

Primary Contact Email: [email protected]

Secondary Contact Person: Barbara Gorzinski, Director of Development

Secondary Contact Phone No.: 253-426-1510

Secondary Contact Email: [email protected]

II. ORGANIZATION TYPE

(check applicable)

~ 501 (c)3 nonprofit

D Tribal

D Governmental agency

(Version Date: 5/15/2012)

ApPLICATION FOR FUNDS

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III. IDENTIFYING INFORMATION

Tax Identification Number (TIN): 91-0847534

Uniform Business Id.entifier (UBI): 600462892

A. DoeS yOUi' organization currently receive any funding from th.e AGO? If yes, please identify the date of your last report. ~No;DYes.

B. Doe your organization receive any funding from any other governmental agency for housing related projects or foreclosure related as istance? If yes, list the contracts by title contract number and runding amount for the past 3 years. DNo; ~Yes.

See listlng for 2010-12, Attachment 1.

C. Is your organization solely owned/operated by a current Slate employee? If 0 ,

please complete the Ethics Certification proce sat www.ethics.wa.gov. I8J o· DYes.

(Version Dale: 5/ 15/20 12)

ArPLlCATIO FOR FU D

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IV. PROJECT PROPOSAL

A. Project Title Associated Ministries' Foreclosure Services Program

B. Requested Amount: $1,820,000.00

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 d isqualify application.

This project builds upon Associated Ministries' expertise and outreach capacity to help foreclosed households transition to new permanent housing, navigate supportive services, and ameliorate the impacts of foreclosure on household stability. It creates infrastructure and adds housing counselor capacity to address the high level of foreclosure in Pierce County. Components include:

• A local hotline with live screening during regular business hours and after-hours messaging.

• Housing Advocates located in at least two geographically distant sites in Pierce County, who are approved Housing Counselors at hire, or train to achieve qualifications and approved status during the contract period. Partnerships that increase the linkage to mediation services.

• Individualized Stabilization Planning to assist households in securing affordable permanent housing, and the strengths, goals and supports necessary to remain stable.

• Administration of Foreclosure Remedy funds to assist in relocation.

• Evaluation of participant and program outcomes.

(Version Date: 5115/2012)

ApPLICA nON FOR FUNDS

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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.

We propose project funding over two years, to begin October 1, 2012 and end Sept 30, 2014. More than half of the proposed budget consists of payments that supplement the amounts paid to Pierce County homeowners under the Borrower Payment Fund . We propose to administer a fund to support costs of foreclosed homeowners in relocating and accessing services that are unfamiliar to them as new renters or potentially homeless people. We propose to use systems modeled after our centralized intake and rapid rehousing services that we developed as a system change in Pierce County's plan to end homelessness. Foreclosed homeowners have not been eligible for these services and so this proposal sets in place methods that have been shown to be effective but we will tailor them to the population of foreclosed or distressed homeowners. Our plan is also to lay the framework and infrastructure to increase the number of Housing Counselors available in and familiar with Pierce County and establish a stronger link to mediation services. See Attachment 2, Work Plan

E. Describe the demographics ofthe consumers you serve. Please provide supporting data or statistics.

Associated Ministries serves geographically and culturally diverse households throughout Pierce County through Access Point for Housing and other programs of Associated Ministries. Attachment 3 includes demographic data of the people Associated Ministries served in 2011 through Centralized Intake as well as the targeted areas of Pierce County that have high percentages of foreclosures and the trend data showing the rate over time of Trustee Sale filings. Part of our work will be to analyze data gathered by the Pierce County Auditor to map more distinctly the addresses of properties entering the foreclosure process in order to target geographic areas of Pierce County demonstrating high need for services and do robust outreach to households in those areas.

F. Describe the geograph ic scope of yollr project.

Our offices are in Pierce County and we intend to focus services on eligible homeowners in Pierce County. We may also serve residents of the surrounding counties (South King, North Thurston, South Kitsap) if they travel in for services .



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

We are designing capacity to allow 30 new households to enter service, 30 to continue in the program, and 30 to be exiting each month, or 350-360 households annually. For relocation and stabilization services, the model assumes that we will provide more intensive assistance during the first month of contact, as households immediately transition from foreclosed properties to other permanent housing. The model assumes diminishing direct service over a 90 day period. Households utilizing Housing Counseling services will vary in their complexity of issues and duration of services, as experience of current service providers suggests. Over the two-year life of the grant we expect to serve 700 households in services funded under this grant.

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

This is a new project, however we intend to integrate the local telephone hotline for this project into our existing call center operation to gain efficiencies. We plan to use a different cost center code for services provided under this grant than our other call center functions.

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

Data for housing counseling/foreclosure mitigation or referral to mediation will be collected that indicate whether or not the service helped the homeowner avoid a foreclosure, cure an existing foreclosure, or result in a loan modification the helped the homeowner achieve a sustainable monthly mortgage payment.

For relocation/stabilization services, we are proposing stabilization in permanent housing as the primary outcome measure. Stabilization will be defined as continuity in housing without imposed relocation. Stabilization will be measured at three intervals: at the end of 90 days, 6 months post-service; and 12 months post-service.

(Version Date: 5/15/20l2)


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

We applied for and received a multi-year grant nearly equivalent in scale from Pierce County for our centralized intake program, Access Point 4 Housing, beginning in 2011 and we anticipate the contract to renew for at least a third year.

K. If you intend to collaborate with other organizations, please provide a letter of ort from that or ranization.

Letters of support are included as Attachments 4 and 5.

L. Please rovide an or 1anizational chart for your or an izati oo.

An organizational chart is included as Attachment 6.

M. Please provide three references familiar with organization's activities and their contact information.

Mia Wells, Program Specialist II, Pierce County Department of Community Connections Homeless Program, 1305 Tacoma Ave, Tacoma, WA 98402 Office: (253) 798-4361, Mobile: (253) 380-9640, Fax: (253) 798-2818 [email protected]

Michael Mirra, Executive Director, Tacoma Housing Authority 902 South L Street, Tacoma, WA 98405 (253) 207-4429, (253) 207-4440 FAX [email protected]

Denny Hunthausen, Director, Catholic Community Services 1323 South Yakima Avenue Tacoma WA 98405 (253) 502.2704 [email protected]



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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:

$518,000.00

$1,107,000.00

$249,000.00

$15,000.00

$15,000.00

$1,904,000.00

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

This funding request represents 95% of our total project budget.

Budget detail and narrative are included as Attachment 7.

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

We will be seeking additional funding for services associated with this project to recoup administrative costs. We anticipate making requests to foundations and banking industry sources for the funds. As our Housing Counselors are trained, qualified, and approved, we will seek funding from the Washington Housing Finance Commission. Training cost is not included in this budget but is being negotiated as part of a partnership with Parkview Services.


ApPLlCA nON FOR FUNDS

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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 organ izational chart.

a) Rev. Christopher Morton, Executive Director (resume is Attachment 8)

b) Molly Archer, Chief Operating Officer

c) Greg Claycamp, Chief Program Officer (resume is Attachment 9)

Current agency organizational chart is Attachment 6

B. Describe what steps your organization will take to ensure that the project will serve its intended purposes and be completed on time.

We will execute MOUs with Parkview Services and the Pierce County Center for Dispute Resolution before the start of the project so that partnership roles and responsibilities are clearly described and ensure the project's quick implementation. We will draft a detailed implementation work plan and begin the hiring and training process upon finalization of a contract. Management will ensure SOP's are in place so that work processes define the purpose, duties, procedures, and documentation necessary to align the intended purpose of the project with deliverables and desired outcomes. Associated Ministries has review structures in place to make certain that reporting, quality control, and closure at the end of the contract are 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.

In addition to the measures described in Section IV.I, indicators of household stabilization , will be collected 12-months post-service through a household survey. These indicators will include: changes in household composition; changes in household income; and progress toward specific educational and vocational goals that household members identified in the Individual Stabilization Plan at the beginning of services. These measures will be collected by survey 12-months post-service. Demographic data will be analyzed to determine outcomes in reaching and providing services to minority populations or populations that have already been determined to be targets of predatory lending and unfair housing practices. We use Client Social Service Tracker as our database for client information, demographics and service delivery information. We intend to use appropriate evaluation tools available through NeighborWorks and as required by the Washington State Housing Finance Commission pertinent to the evaluation of Housing Counseling Services. Should we decide to pursue HUD approval in the process of implementing this

. w w'l nfo to HUD re rtin and eval ali



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VII. CERTIFICATION

I certi fy that I have the authority to ubmit thi proposal, and that the in formation in this pl'OpO al 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 religiolls establishment. hllp:llwww.acfhh '. go vlprogramslccbllcnvlslateJailh_based. him http://www. / ego wa.govlLawsA ndAge ncyRuLeslconsli Itllion. hIm

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: ignature (by entering name here,

form is electronically signed):

Date: 6/29/12

(Vers ion Date: 5/ 1512012)

Rev. Christopher B. Morton, Executive Director

ApPLICATION fOR F 0

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Associated Ministries

Summary of Government Grant Revenues

2010, 2011 and estimated 2012

Contract Name/Program: Source

Pierce County Human Services Contract/Hsg:AP4H:Pierce

Cty

Pierce County Human Services

Contract/Hsg:AP4H:Prevention Pool

Pierce County Human Services

Contract/TempRestr:Capital Campaign (AP4H)

Pierce County Human Services Contract/Facilities:IT

Pierce County Human Services Contract/Hsg:HEN (AP4H)

Pierce County Community Connections Contract for

Centralized Intake and Diversion

Services/Hsg:AP4H:Pierce Cty


Centralized Intake and Diversion Services/Hsg:AP4H-

Diversion:Pierce Cty


Centralized Intake and Diversion Services/Hsg:HEN

(AP4H)


Centralized Intake and Diversion Services/Hsg:HEN

Admin (AP4H)

Emergency Food And Shelter Program Grant/Hsg:EFSP

Emergency Food And Shelter Program Grant/Hsg:Open

Hearth

Emergency Food And Shelter Program Grant/Hsg:EFSP

Emergency Food And Shelter Program Grant/Hsg:Open

Hearth

Contract

Amount

$ 500,000.00

$ 250,000.00

$ 77,398.00

$ 15,000.00

$ 12,907.00

$ 500,000.00

$ 250,000.00

$ 59,860.00

$ 2,095.00

$ 26,335.85

$ 4,090.50

??

??

2011 Rev

$ 804,025.67

$ 250,000.00

$ 77,398.00

$ 15,000.00

$ 12,907.00

$

$ $

$ 3,338.64 $

$

$ 26,335.85

$ 4,090.50

$

$

Estimated 2012 Rev

500,000.00

250,000.00

56,521.36

2,095.00

20,000.00

4,000.00

Funding Source CFDA

Pierce County

Pierce County

Pierce County

Pierce County

Pierce County

Pierce County

Pierce County

Pierce County

Pierce County

Federal EFSP

Federal EFSP

Federal EFSP

Federal EFSP

ATTACHMENT 1

Contract #

78591

78591

78591

78591

79641

79641

78591

79641

79641

29-8914-00

29-8914-00

Grant

Start

Grant

End

12/1/2010 11/30/2011

12/1/2010 11/30/2011

12/1/2010 11/30/2011

12/1/2010 11/30/2011

9/1/2011 11/30/2011

12/1/2011 11/30/2012

12/1/2010 11/30/2011

12/1/2011 11/30/2012

12/1/2011 11/30/2012

1/1/2011 12/31/2011

1/1/2011 12/31/2011

1/1/2012 12/31/2012

1/1/2012 12/31/2012

N:\Development\Grants\Government\WA Attorney General Office\12-6-28 Gov contracts 2010, 2011 and 2012 Summary 3-013


Summary of Government Grant Revenues

2010, 2011 and estimated 2012

Contract Estimated Grant Grant

Contract Name/Program: Source Amount 2011 Rev 2012 Rev Funding SO~lrce CFDA Contract # Start End

Associated Ministries of Tacoma-Pierce County Grant for

Emergency Shelter and Homelessness Prevention

Program/Hsg:ESHPP $ 1,793,209.00 $ 838,847.64 $ Commerce ESHP 10-46000-226 7/1/2011 12/31/2011

Associated Ministries of Tacoma-Pierce County Grant for

Emergency Shelter and Homelessness Prevention

Program/Hsg:Open Hearth $ 16,679.94 Commerce ESHP 10-46000-226 7/1/2011 12/31/2011

Pierce County Mise General Fund Contractor Agreement

for the SHB 2060 Emergency Shelter Operations and

Maintenance Fund/Hsg:HB2060 $ 45,507.00 $ 16,571.46 County 2060 78362 10/1/2010 3/31/2011

Pierce County Mise General Fund Contractor Agreement


Maintenance Fund/Hsg:HB2060 $ 48,880.00 $ 48,880.00 County 2060 78906 4/1/2011 9/30/2011

Pierce County Misc General Fund Contractor Agreement


Maintenance Fund/Hsg:HB2060 $ 32,786.00 $ 37,242.00 County 20GO 79614 10/1/2011 3/31/2012

Consolidated Homeless Grant/Hsg:CHG-ESHP $ 476,636.50 $ 476,636.50 County 84799 1/1/2012 12/31/2012

Consolidated Homeless Grant/Hsg:CHG-2060 $ 65,039.00 $ 65,039.00 County 84799-1 4/1/2012 9/30/2012

Consolidated Homeless Grant/Hsg:CHG-2060 7? $ 30,000.00 County ? 10/1/2012 ?

City of Puyallup Grant/Hsg:Open Hearth $ 6,000.00 Puyallup No contract available

City of Puyallup Grant Award Contract/Hsg:Open Hearth $ 23,500.00 Puyallup n/a 4/1/2012 12/31/2012

Community Services Contract/Hsg:SW:Tacoma $ 15,000.00 $ 359.92 Tacoma CDI3G 9278 1/1/2011 12/31/2011

N:\Development\Grants\Government\WA Attorney General Office\12-6-28 Gov contracts 2010, 2011 and 2012 Summary 3-014

Assoc;iated Ministries Summary of Government Grant Revenues 2010.2011 and estimated 2012

Contract Name/Program: Source

Community Services Contract/Hsg:SW:Tacoma

Client Service Contract - Protective Payee/PIP:Rep Payee

WA DSHS

Client Service Contract - Protective Payee/PIP:Rep Payee

WA DSHS

Social Security Protective Payee Agreement/PIP:Rep

Payee - SS

Contract Amount

$ 15,000.00

service based

service based

2011 Rev

$

$ 45,140.00

$

Est.imated

2012 Rev Funding Sourc.e

3,239.55 Tacoma CDBG

Commerce

30,000.00 Commerce

$ 38,865.00 $ 45,000.00

CFDA Contract #

n/a 091.2-64052

n/a 111.2-23021

Grant Start

Grant End

1/1/2012 12/31/2012

7/1/2009 6/30/2011

7/1/2011 6/30/2012

N:\Development\Grants\Govemment\WA Attorney General Office\1.2-6-28 Gov contracts 2010, 2011 and 2012 Summary 3-015

ATTACHMENT 2: ASSOCIATED MINISTRIES FORECLOSURE PROGRAM IMPLEMENTATION PLAN

Plan assumes that contract is signed in August and program is working with distressed homeowners

within 90 days (October, 2012 target).

Strategy A: Create infrastructure for increased Housing Counselor presence in Pierce County that effectively utilizes mediation and other available remedies to improve outcomes for distressed homeowners (prevent foreclosures, cure foreclosure in progress, loan modification, etc.)

Activities/ Actions: Specific steps to Milestones: The Verification: Timeline: reach impact goal critical milestones, or Documentation of Targets for

accomplishments, the when the that need to be work/milestones milestones will achieved achieved be achieved

Activity 1: Partnership with Parkview Services to act as a trainer/mentor to Housing Counselors hired by Fund the hiring and Hiring, reference Sept, 2012 Associated Ministries. training of at least checks, and Activity 2. Partnership with Pierce three new Housing qualification County Center for Dispute Resolution Counselors/Trainees documents. to expedite appropriate referrals to in Pierce County mediation. employed by

Activity 3. Working agreement with Associated

NW Justice Project and the WSBA Pro Ministries.

Bono legal Foreclosure project. Activity 4. Hire at least one Systems are in place SOP's are

experienced, approved Housing to begin Housing documented for Oct, 2012

Counselor Counselor Service service delivery

Activity 5. Train staff in Housing delivery. system.

Counselor procedures, case management, documentation requirements, and data entry into CSST. Activity 6. Begin and sustain Oct 2012-Sept additional Housing Counselor Service 2014 delivery in Pierce County.

Strategy B: Ameliorate the impact of foreclosure by providing services and direct financial assistance to households most significantly impacted by foreclosures, including foreclosed homeowners who do not have positive outcomes even with housing counseling and/or mediation.

Activities/ Actions Milestones Verification Timeline

Activity 1. Institute a pool of funds from the AGO Settlement that is administered locally by Associated Fund for Pierce local escrow October, 2012

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Ministries to assist foreclosed County is established account is open. homeowners with reasonable with approved Policies, relocation expenses and other steps policies, procedures procedures and to achieving household stability. and reporting reporting

Activity 2. With guidance from the standards in place. requirements are

AGO or designees, establish eligibility documented and criteria for the fund and procedures approved. for drawing from it and making approved payments for the Service delivery Screening/intake October, 2012-

foreclosed household. system is in place to log and case files. Sept, 2014

Activity 3. Train staff on procedures assist foreclosed Individual

for administering the Assistance Fund. households that need Stabilization Plan.

Activity 4. Begin delivery of relocation and

Relocation and Stabilization services stabilization services.

and draws from fund pool.

Strategy C: Expansion of an existing local hotline to include foreclosure screening; outreach to targeted homeowners. Activities/ Actions Milestones Verification Timeline

Activity 1. Develop SOPs and train screeners. Activity 2. Assign cost center code for foreclosure service activity. Hotline is functioning

Activity 3. Implement an outreach within response Call log Oct, 2012-Sept

plan and create materials so that standards and 2014

information is distributed to targeted screening calls from

high foreclosure areas of Pierce distressed

County homeowners from across Pierce County

Strategy D: Evaluation processes guide course corrections in the implementation plan to achieve positive outcomes. Activities/ Actions Milestones Verification Timeline

Activity 1. Establish measurement and data collection tools for use in program and participant evaluation Evaluation report at Report to AG Office 30 days after Activity 2. Establish SOPs for data the end of year 1 and end of first and collection and entry into CCST and year 2. second year of

timelines for periodic management service.

review.

Activity 3. Engage a third-party Nov 2013

evaluator to assess strengths and Oct 2014

weaknesses in the program, outcome achievement, and recommendations for improvements.

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ATT ACHMENT 3 DEMOGRAPHIC OAT A

Pierce County Centralized Intake

First Year Data'" January 31, 2011-January 31,2012

Race/Eth n icity

Pacific American

Islander Indian

Other/

Hispanic 10%

5%

Long Term

(but not Chronic)

Extent of Homelessness Chronically

Homeless

6%

10%~

A Pierce County ~ Community Connections

Troy Christensen: [email protected] Greg Claycamp: [email protected]

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Pierce County Centralized Intake

First Year Data .... January 311 2011-January 311 2012

Male Single Parent

4%

Unstably HOLlsed

12%-..

A Pierce County ~ Community Connections

Troy Christensen: [email protected]

-- -------Household Type

Couple with no children

Other

Household Status at Entry

Stably Housed

Greg Claycamp : [email protected]

Pagell

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1200

1000

800

600

400

200

o

Total/year c

2008- 5853 2009 - 7552 2010 - 8394 YT02011 - 5042

Notices of Trustee Sales in Pierce County 2008 thru 2011 by Month Comparison

1,050

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

2008 _ 2009 _ 2010 - 2011

Source: Pierce County Auditor

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Legend Share of Foreclosures & REOs (as a percent of total loans)

_ Less than 1 percent

_ 1 - 2 percent

_ 2 - 3 percent

_ 3 - 4 percent

_ More than 4 percent

Insufficient Data

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6/28/2012

Consumer Protection Division Washington State Attorney General's Office 800 Fifth Avenue, Suite 2000 Seattle, Washington 98104-3188

Attention: Rich Zwicker, Paralegal

ATT ACHMENT 4

17544 Midvale Avenue N, Suite Lower Level Shoreline, WA 98133-3992 PH: 206.542.6644 FX: 206.542.6608

Letter of Collaboration with Associated Ministries' Foreclosure Intervention Program

Dear Washington Consumer Foreclosure Remedies Fund Committee:

This letter is to confinn our collaboration with Associated Ministries to provide mortgage delinquency and default housing counseling services in Pierce County.

We are in the process of negotiating the provision of training, supervision and mentorship by Parkview Services Housing Counseling Program of a developing team of housing counselors, who will be employed by Associated, in exchange for office space from Associated Ministries.

Sincerely,

q~~~r {;~kvit:W ServiCt:.t; and Thc WasluVgton Homcowncrship Resource Center

lane@p;uicJ'kwscn.ices.Ol1f lanc@homt:Own~wa.O!1l'

Web: www.lJIl1'.kviewsenices.org WWW.bOIDCOWIlership-wa. o!1f

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June 27, 2012

Rich Zwicker, Paralegal Consumer Protection Division

PIERCE COUNTY CENTER FOR DISPUTE RESOLUTION Helping our community peacefully resolve conflicts

Washington State Attorney General's Office 800 Fifth A venue, Suite 2000 Seattle, Washington 98104-3188

RE: Letter of Support

Dear Mr. Zwicker:

ATTACHMENT 5

I am writing in support of the application to the Attorney General's Office by Associated Ministries of Tacoma-Pierce County. Associated Ministries has been a leader in working on issues of homelessness prevention in our county for decades and has the capacity to help homeowners in Pierce County avoid preventable foreclosures and to ameliorate the effects of the foreclosure crisis.

The Center for Dispute Resolution is eager to work as a partner with Associated Ministries because we recognize that a significant number of people who seek the help of housing counselors, work with us in mediation efforts with their lender, or who choose another path of resolving their foreclosure situation experience dislocation and need help navigating their transition to renting or other housing choices. These foreclosed homeowners do not fit the typical services that are available for households experiencing homelessness and they may be ineligible for current programs. Some of the systems that Associated Ministries has created as Pierce County's centralized intake for the homeless system, however, make a good model that can be specifically adapted to serve foreclosed homeowners who need help orienting themselves to a new housing world.

Pierce County has a high proportion of foreclosed homeowners as compared with other areas of the state. We are confident that Associated Ministries will utilize project funds to successfully expand the availability of housing counselors to serve such households. We expect to have a robust referral partnership with Associated Ministries so that people can utilize mediation as a tool to work with their lenders. With their broad reach through Pierce County congregations, Associated Ministries can target outreach to areas of the county known to have the highest concentration of foreclosures and ensure that foreclosed or distressed homeowners receive accurate information about the provisions of the Washington Foreclosure Fairness Act and other remedies to prevent or resolve their foreclosure situation.

738 Broadway, Suite 400· Tacoma, WA 98402 '253.572.3657 . Fax: 253.572.3579 . www.pccdr.org PCCDR is a 501 (C) 3 non-profit organization. All donations are tax deductible

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We support Associated Ministries' project proposal and ask that the Attorney General's Office funds their work.

Sincerely,

( ~((! L{fl. Maralise Hood-Quan Executive Director

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Program Coordinator

(Vacant)

Director of Housing & Shelter Services Tammy Stewart

Housing Specialists: DeVitta Briscoe victoria Graves Luella Hudson Marcy Stahl II.dam Ydtsie

Maggy Delaney Michelle Harrison early Palady

Case Manager Open Hearth Ministries

(Proposed)

Director of Community Resources &

Services (Vacant)

Executive Assistant Sandy Windley

Chief Program Officer Greg Claycamp

Associate Chief Program Officer

Valorie Crout

Director of Pierce County Asset

Building Coalition (Vacant)

Director of Pa int Tacoma-Pierce

Beautiful Greg Newkirk

Disaster Preparedness &

Recovery (Vacant)

Chief Mission Officer Rev. Heidi Calhoun

VISTA/LVC

Internships

Public Policy Advocacy

Hunger Walk

Annual Conference

Volunteerism

ATTACHMENT 6

Chief Operating Officer

Molly Archer

Bookkeeper Karan Springstead

Information Technology &

Database Mgmt Peter Roach

Receptionist Chia Collins

Chief Development Officer

(Vacant)

Director of Communications Korbett Mosesly

Director of Development

Barbara Gorzinski

Development Coordinator

Michele Cotton

Program Assistant Bria Zimmermann

Homeless Mail Rep Melinda Chan

~ ' _ ' _ ' _ ' _ ~ _ ' _ 4 _ , _ . _ . _ . _ . _ . _ . _ . _ . _ . _ . _ . _ . _ . _ . _ . _ . _ . _I_

Volunteer Coordinator II Resource Center Intern Camilia Bennett-Fuller Sabrina Cherry

AM Org Chart, Updated May 18, 2012

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ATTACHMENT 7 ASSOCIATED MINISTRIES

FORECLOSURE SERVICES BUDGET AND NARRATVE

Salaries & Wages

Personnel Benefits

Office & Operating Supplies

Small Tools/Minor Equipment

Professional Services

Communications

Travel & Training

Advertising

Rentals

Facili~ Costs

Other - direct assistance

Other - indirect cost

lIKANJ) TUTAL . Less non-AG mdtrect

AGO Total

DescriptIOn

-

Year 1 Year 2 TOTALS TOTALS

192,000 191,000

64,000 71,000

11,000 11,000

9,000 -- 20,000

3,000 1,000

9,000 6,000

10,000 5,000

- -

22,000 22,000

504,000 504,000

124,000 125,000

948,000 956,000

(42,000) (42,000) 9Cf6,000 914,000

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AGO Budget Narrative

STAFFING

Program is designed around serving an average of 90 clients per month, assuming 30 new, 30 continuing and 30 exiting

each month. To staff this, we will have 4 staff positions: a screener who will take calls and determine eligibility for

services, 3 housing specialists who will provide direct service to the clients and a partial HE for supervision. We havE!

used the same salary level for the screener and for untrained housing specialists. After a year, we assume the housing

specialist is experienced and will command a higher salary.

# of FTEs # of HEs

Salary Yr 1 Yr2

New Spec/Screener FTE $ 38,000 3.10 1.60

Trained Specialist HE $ 44,000 1.00 2.50

Supervision FTE $ 60,000 0.50 0.25

Salary Percent Incr 3%

Benefits would be the same as other AM staff, with the pension not coming into effect for the budget until Year 2.

403(b) contribution percent 8%

Benefits % Incr Yr 1 to Yr 2

OTHER COSTS

Office & Operating Supplies

Small Tools/Minor Equipment

Professional Services

Communications

Travel & Training

Advertising

Rentals

Facility Costs

Other Costs % Incr Yr1 to Yr2

Assistance

8%

Based on 2011 average cost per Program FTE

Assumes $2,000 per FTE for laptop, phone, etc. Furnishings are part of occupancy.

Utililze professional firm for program evaluation in year 2.

Based on 2011 average cost per Program FTE for IT & Website plus $2,000 flJr first year setup.

Based on 2011 average cost per Program HE plus $2,000 per specialist for intensive foreclosure-related training

Assumes $10,000 in year 1 and $5,000 in year 2.

Included in occupancy. If we utilize external office, rent will replace internal occupancy.

Based on 2011 average cost per Program HE

3%

Yr1 Yr2

$ 504,000 $ 504,000

Computed at $1400 per client times 30 new clients per month times 12 months

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ATTACHMENT 8 Christopher Burt Morto ••

8317 South 19th Street Tacoma WA 98466 253-363-1599 [email protected]

EXECUTIVE SUMMARY & QUALIFICATIONS

Visionary religious leader and management professional with years of expertise in development and fundraising, program design and development, organizational development and infrastructure deSign, training and facilitation.

Prepared to define vision, establish the future direction and develop programs or organizations, providing the plan, scope, concept and practical leadership fundamentals that will secure extraordinary results.

Strategic Planning

• Works independently and in tandem with consultants, boards and executive teams to assess existing infrastructure, mission and goals - putting into place short-term and long-range plans and strategies that address community, regional and national issues.

• Trained in Future Search, Charrette Community Planning Process, Participatory Decision-Making, StrengthWeakness-Opportunity-Strength Analysis, and other planning processes.

• Particular areas of focus have included poverty, homelessness, hunger and food security, health care, technology in the schools, youth services and recreation, issues for people with disabilities, and religious congregations.

Development

• Excellent track record sourcing, diversifying and expanding funding sources. Initiates and fosters strong working partnerships with key decision makers across the corporate sector, non-profit and government environments as well as with major individual contributors. Inspires cooperation and unity through the ability to enthusiastically cast a vision that arouses interest and involvement.

• 20+ years experience in public and private grant proposal writing, direct mail campaigns, special events planning and execution - all designed to enhance program visibility and drive its success.

Leadership & Communications

• Easily capable of providing quality day-to-day organizational leadership and supervision. Fosters teamwork, communication and cooperation throughout all internal departments as well as outside organizations.

• Deftly and delicately handles communications with people at all levels in any given organization, employing active listening skills, an externally-focused attitude and strength of resolve that engenders cooperation and trust.

• Extensive experience functioning as a dynamic spokesperson for organizations or programs, enhancing visibility and contributing to the attainment of objectives.

FORMAL EDUCATION

Ohio University, Athens, OH B.S. Communications Cum Laude Graduate

Lexington Theological Seminar, Lexington, KY Master of Divinity Summa Cum Laude Graduate

PROFESSIONAL & CIVIC AFFILIATIONS

Association of Fundraising Professionals - Member

Ecumenical Networks - National Council of Churches

Washington Association of Churches - Board Member

Washington Benefit Portal Partnership - Advisory Group Member

Institute for Social and Economic Development - Board Member

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CHRiSTOPHER B. MORTON, HIGHLIGHTS OF ACHIEVEMENTS Strategic Planning

• Commenced a five-year fundraising and communications strategy for the Minnesota Council of Churches. • Conceived and developed a comprehensive marketing plan for the Emergency Foodshelf Network. • Designed and facilitated Ohio Council of Churches' long-range strategic plan process, including values, vision, and

mission statements, as well as infrastructural designs. • Facilitated complete SWOT Analysis and Planning for Rum River Health Services. • Fully conceptualized and developed a concrete five-year strategic plan, corresponding budget and organizational

structure to see goals reached for Hazelden Foundation. • Capacity buildling consultantion to more than 20 faith- and community-based organizations

Development

• Through combination of aggressive development efforts, public representation, special events, direct mail and grant proposal writing for Minnesota FoodShare, achieved numerous funding increases: annual operating budget growth from $280k to $560k; increases in corporate/foundation funding of 50%; increased individual donations by 38%; annual food allocation fund growth from $600k to $750k; the addition of state/federal grant funding of over $1 OOk; and annual foodshelf restocking funding growth to $4.9 million from $3.5 million.

Program Development

• Designed and deveioped two programs that are financiaiiy seif-supporting: community supported agricuiture farm operation, and food brokering service.

• Established the Civic Infrastructure Working Group of 20 nonprofits that is bringing The Benefit Bank to Minnesota, securing support from nonprofit, government, and corporate agencies.

• Played key role in development of outreach ministries for the Christian Church (Disciples of Christ) in Lexington, including homeless shelters and transitional housing programs, as support to regional congregations. Developed a congregational study addressing hunger, homelessness and health care for congregations statewide that analyzed these issues in line with both biblical teachings and social conditions, followed by creation of an action guide calling people to respond using the suggestions afforded by the study.

Fiscal Reorganization

• Transformed Minnesota Food Association from a nonprofit with $20,000 in income, to $750,000 per year income by focusing mission, re-defining program outcomes, clarifying partnerships, and strengthening donor relations.

• Through aggressive public outreach and partnerships, transitioned $250,000 annual budget from 100% government funding to 80% private funding for the Community Living Foundation for Iowans with Developmental Disabilities.

PROFESSIONAL EXPERIENCE

EXECUTIVE DIRECTOR Associated Ministries, Tacoma, WA July 2009 - present Provide strategic leadership to advance mission of the $3M organization: raising funds, managing finances, designing and evaluating programs, and supervising staff of 27.

DIRECTOR OF ORGANIZATIONAL DEVELOMENT Minnesota Council of Churches, Minneapolis, MN Sept 2005 - June 2009 As part of the Executive Management Team, and the second-in-command of the Council: • Oversee all eleven program areas within the Council, including development of three-year strategic plans, annual work

plans, personnel, budgets, and financial management for each. • Institute five-year, integrated fundraising and communications plan including establishing the systems and procedures

for a successful annual campaign, large donor solicitation and cultivation process, and preparing grant proposals to corporations, foundations, and government agencies.

• Initiate updates and improvements to communications, including re-design of web site and newsletter, creation of weekly electronic news, annual report, brochure, and leave-behind.

EXECUTIVE DIRECTOR Minnesota Food Association, Marine on St.Croix, MN 2002 to Dec 2006 • Established May Farm CSA, a fully self-supporting farm operation that serves more than 300 families, while also

providing fresh, locally-grown produce to local foodshelves. • Established Big River Foods brokering service to represent local farmers with buyers (e.g., Chipotle, Byerly's, Lund's,

Cub, Kowalski's, Wedge Co-op)

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CHRISTOPHER B. MORTON, PROFESSIONAL EXPERIENCE (continued)

CONSULTANT - Developing ReSources for the Future Christopher B. Morton Consulting, Minneapolis, MN JullOO - Jul/09

Minnesota Community Action Association; Hunger Solutions Minnesota; Emergency FoodShelf Network; Rum River Health Services; Twin Cities Religion and Labor Network; Mind, Body & Spirit; Townhome Estates -Rochester, MN; Elliot Park Neighborhood, Inc, House of Charity and Catholic Charities; United Methodist ChurchMN Annual Conference; Ohio Council of Churches; Minnesota Council of Churches; Greater Minneapolis Council of Churches; Faith in the City - Wellness Connection; Health Ministries Network; Anoka County Faith Community Partnership; UNITY Baptist Church; Shalom Community - Minneapolis United Methodist Churches; Lyngblomsten; Camp Wapo - ELCA Youth Camp; Life Long Mentoring Services; Jewish Community Relations Council- Minnesota and the Dakotas; Iowa Whitewater Kayaking Association; Highland Park and West Hardin County School Districts, TX; Texas Association for Education Technology; and Seminole County School District

• Provides contractual consulting services to non-profits: fundraising ; communications; interim program and organizational leadership; organizational development; visioning and strategic planning training and facilitation .

• Spearheads outcome-based program design, development, evaluation and reporting , identifying potential opportunities as well as inefficiencies, reorganizing program, personnel, fiscal and operational structure to maximize program effectiveness and foster long-term success.

INTERIM MINISTER First Christian Church , Rochester, MN SepU01 - June/06

NATIONAL DIRECTOR, CORPORATE, FOUNDATION & GOVERNMENT RELATIONS Hazelden Foundation, Center City, MN Feb/OO - Feb/01 Chemical dependency treatment centers, women's conferences, prevention/education, consultation & training and research.

• Led a staff of twelve that handled Corporate and Foundation Relations, Annual Fund , Special Events, Donor Research, Constituent Relations, and Raiser's Edge. Responsible for creative, organizational and personnel guidance and direction to maximize the success of these departments. Fostered an improved accessibility of fundraising services to program staff, cultivating unity and cooperation between programs and departments, allowing optimal operation and effectiveness of the Development Office.

• Centered fundraising efforts on targeted programs. • Active part of Corporate Quality Council, implementing total quality management principles throughout the foundation .

INTERIM MINISTER Valley View Christian Church (Disciples of Christ) , Fridley, MN Sep/99 - May/OO

DIRECTOR Minnesota FoodShare, Minneapolis, MN Dec/95 - Jan/OO Statewide agency encompassing three programs and a $2.5m operating budget, working in collaboration with seven Second Harvest Foods Banks and 250 foodshelves throughout the state.

• Hired with the goal to conceptualize and put into place strategic vision and accompanying management and program plans. Managed budget development and administration, fundraising, program development and public policy.

• Sourced, selected and collaborated with consultants to provide the organization leadership through both its initial strategic planning process and through program outcome-based planning and evaluation efforts. Initiated three new program areas, increased overall staff from 3.5 to a FTE and grew program staff from 1 to 3.5 FTE.

• As spokesperson, interacted with partners, funders, media, denominations, congregations and the community at large.

SENIOR MINISTER Madison Christian Church (Disciples of Christ), Frankton , IN Jull93 - Nov/95

SOCIAL JUSTICE ADVOCATE Christian Church (Disciples of Christ) in Kentucky Lexington, KY OcU91 - Jun/93

STUDENT MINISTER Ewing Christian Church (Disciples of Christ), Ewing, KY Jull90 - Sep/91

EXECUTIVE DIRECTOR Community Living Foundation for Iowans with Developmental Disabilities, Des Moines, IA Feb/aa - Jun/90

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Education

1991- 1995 2002 -2002

1987 - 1988

1981- 1985

ATTACHMENT 9

Greg Claycamp 1 Director of Housing and Shelter Services Associated Ministries

1224 South I Street 1 Tacoma, W A 98405 253.383.3056, ext. 1191 www.associatedministries.org

Evergreen State College. Olympia, W A. Masters Program in Environmental Studies.

The New School for Social Research, New York, NY. Matriculated Student in Graduate Faculty Program, Department of Psychology.

Macalester College, St. Paul, MN. Received Bachelor of Arts Degree.

Majors: Psychology and Philosophy Honors: National Merit Scholar

Other Credentials

DeWitt Wallace Distinguished Scholar Jerome Foundation Grant for Apprenticeship in Fine Arts

Qualified as a Mental Health Professional (MHP) and a Developmental Disabilities Specialist.

Employment History

12/2011 - present

1991 -12/2011

08/07 - 12/2011

Associated Ministries, Tacoma W A

Director, Housing and Shelter Services. Responsible for the direction and development of programs serving homeless and at-risk households. These include a ground-breaking program to provide Centralized Intake for Homelessness Prevention services in Pierce County; contract administration and monitoring for State and Federal funds granted to several agencies providing prevention services; and working closely with AM's Open Hearth Ministires, a program providing emergency shelter to families in East Pierce County. Responsible for managing the Departments's budget and finances. Develop partnerships with community agencies, service providers, and funders. Represent AM in multiple venues, frequently making public presentations.

Greater Lakes Mental Healthcare, Lakewood W A.

Clinical Manager, Brief and Emergency Services. Responsible for management of Crisis Intervention Team (CIT) and Brief Stabilization contract for COPESwaivered services. Represent agency at a number of interagency groups and meetings to staff difficult multi-system cases, address the needs of vulnerable adults as a popUlation, and work to ensure efficient collaboration within Pierce Co.'s Crisis Response System. Collaborate routinely with other agencies and within Greater Lakes to assure continuity and quality of care as well as appropriate risk management.

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03/03 -07/07

1999 - 2003

06-09/2000

1997-2003

1995-1997

1991-1995

1990 - 1991

1988 - 1989

1988

1987 - 1988

Lead in securing and developing contract with Aging and Long-Term Care to provide in-home brief therapy services. Lead writer on the draft proposal for county-wide crisis outreach services that was accepted and currently operates in Pierce County.

Clinical Team Leader, CIT and Enrolled Stabilization (Levell)

Clinical Team Leader, Adult, Elder and Residential Services.

Acting Clinical Manager.

Crisis Case Manager.

Case Manager II.

Therapist/Case Manager, with a dual-diagnosis team (Developmental Disability/Chronic Mental Illness).

Providence Senior Information and Assistance, Chehalis WA .

Services.

Intake/Services Coordinator and Case Manager, with this unit of DSHS/ Area Agency on Aging, administered under contract by Providence Hospital. All persons over age sixty and residing in Lewis County were eligible for services. At the Intake position, responsibilities included initial agency contacts, coordination of services with other agencies and networking/outreach to expand the service base.

Custom Contracts and Services, Inc., St. Paul MN.

Senior Behavior Analyst and Qualified Mental Retardation Professional (QMRP)

Adapted Living Programs, Inc., St. Paul MN.

Behavior Analyst with a residential provider serving DDIMI adults.

The Emergency Shelter, Inc. (St. Marks Place), New York NY.

Adolescent Counselor at a facility providing emergency and long-term shelter to adolescent males, ages 16-21. Responsible for individual counseling, crisis intervention and site supervision. Staff to resident ratio was usually 1 :25-30, as single staff present.

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