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HomeMy WebLinkAboutOtto Schoitz Foundation - $30,000 - 6/3/2019otto SCHOITZ FOUNDATION City of Waterloo/Waterloo Community Development Ms. Angie Fordyce 620 Mulberry Street Suite 202 Waterloo, IA 50703 425 Cedar Street, Suite 300B Waterloo, IA 50701 Ph: 319-232-2870 May 16, 2019 Re: Waterloo Community Development Emergency Repair Program Grant Application Dear Ms. Fordyce: On behalf of the Otto Schoitz Foundation Board of Directors, I am pleased to inform you that a grant has been awarded to your organization. Congratulations! We are excited to work with you to improve the health and wellbeing in the Cedar Valley. Your award information is as follows: Type of Award: One Time Amount of Award: $30,000.00 Your proposal was selected amongst a highly competitive field and your grant award is truly an accomplishment to celebrate. Each proposal was carefully considered in light of our guiding principles and the amount of funding available. Grant proposals were evaluated against the following criteria: • Community Need. How critical is the project's identified community need? Feasibility. What is the likelihood of success of the project? d• Outcomes. Do the program/project's identified outcomes provide a meaningful, big and lasting impact? • Root or Primary Causes. Does the project address root or primary causes of health and/or wellbeing? ❖ Vulnerable. Does the project positively impact vulnerable individuals? ❖ Use of Funds/Shared Funding. Evaluate the soundness of the project's Use of Funds and Shared Funding approach. ❖ Mission Alignment. How well does the program/project improve the health and wellbeing of the Cedar Valley? Your specific application received its highest and lowest score in the following categories: Highest score: Vulnerable Lowest score: Outcomes Please be advised that as a condition of receiving your grant award, the following milestones have been established. 1. Within the next two weeks, please view and sign the electronic Grant Agreement. The grant award will be official after you have submitted the electronic Grant Agreement. Please note, if your award is a partial award, i.e. less than the amount that you requested, by returning the signed Grant Agreement you are signifying that you accept the partial award for the project as outlined in your grant application. Any modification of the project goals and expected outcomes due to a partial award must be reviewed and approved by the Foundation — please contact me to discuss these circumstances. otto SCHOITZ FOUNDATION 425 Cedar Street, Suite 300B Waterloo, IA 50701 Ph: 319-232-2870 2. An Interim Grant Report is due 90 days following the project start date. You will be notified via email fourteen days in advance of this due date. 3. A Final Grant Report is due 30 days after the project end date. You will be notified fourteen days in advance of this due date. Each of these follow-ups are accessed by logging into the Otto Schoitz Foundation online grant management system. As a reminder, the Foundation awards reimbursable grants, i.e. the Foundation reimburses for costs incurred up to the total amount specified in the grant. We reimburse for expenses incurred AFTER the award date. Please submit for reimbursement as often as necessary using the Grant Reimbursement Form (shown on the following page); our preference is to disburse your grant award within 12 months of this notice Congratulations on your grant award - we are very pleased to partner with you in improving life in the Cedar Valley! Sincerely, Shelli Panicucci Executive Director/CEO Otto Schoitz Foundation Phone: 319-232-2870 Select Language I Follow Up Waterloo Community Development Emergency Repair Program Process: 2019 Spring Grant Contact Info 1. Request $ Award Details Documents 1 Applicant: Ms. Angie Fordyce angie.fordyce@waterloo-ia.org 319-291-4429 620 Mulberry Street Suite 202 Waterloo, IA 50703 United States Organization: City of Waterloo/Waterloo Community Development 42-6005327 Contact Email History Q if your organization information does not appear correct, please contact the funder. Thank you. C9 Application fl Follow Up ® FollowUp Packet Question List j Q Fields with an asterisk (*) are required. v Terms & Conditions Project Title* Name of Project Waterloo Community Development Emergency Repair Program Amount Awarded THIS AGREEMENT DETAILS THE RESPONSIBILITIES OF THE OTTO SCHOITZ FOUNDATION AND YOUR ORGANIZATION (GRANTEE), AND THE TERMS AND CONDITIONS OF THE GRANT. Use of Funds* The grant is to be used solely for the project as described in Grantee's proposal, including the time frame identified in the proposal. Projects must be started and completed on time and completed as presented. Any monies received under this agreement should be expended for no other purposes. Any funds not used for the specific purpose of the grant must be returned to the Otto Schoitz Foundation, unless otherwise authorized in writing by the Otto Schoitz Foundation. Grantee specifically agrees that no part of the funds received from this grant will be used to carry on propaganda, influence legislation, influence the outcome of any specific public election, or carry on, directly or indirectly, any voter registration drive. OO I Agree To The Above Non -competition with Mercy Health Network* The grant is not to be used in any manner that competes, or could reasonably be determined to appear to compete, with Wheaton Franciscan Healthcare and/or Mercy Health Network, or their affiliates, due to the arrangement by which the Otto Schoitz Foundation was formed in 2016. This restriction on competition against Wheaton Franciscan Healthcare and/or Mercy Health Network, or their affiliates, applies to the grant funds absolutely. The restriction on competition applies to fiscal agents and fiscal sponsors and their associates even if, for example, the fiscal agent or sponsor does not necessarily directly compete against Wheaton Franciscan Healthcare and/or Mercy Health Network, or their affiliates. Any grant funds that are determined by the Otto Schoitz Foundation, in its sole discretion, to compete, or to appear to compete, with Wheaton Franciscan Healthcare and/or Mercy Health Network, or their affiliates, must be returned to the Otto Schoitz Foundation. O I Agree To The Above Non -Profit Status* If Grantee is a 501 c3 organization, Grantee warrants and represents that its receipt of this grant will not adversely affect the grantee's status as a public charity under Section 509(a) of the Internal Revenue Code. Grantee agrees immediately to notify the Otto Schoitz Foundation, in writing, if: a. Grantee's legal or federal tax status is revoked or altered; b. Grantee has reasonable grounds to believe that its tax exempt status may be revoked or altered; or, c. Grantee has reason to believe that these grant monies cannot be or continue to be expended for the specific purposes. In the event that Grantee loses its tax exempt status before all funds under this grant are dispensed, this grant contract will be considered null and void and all obligations of the Otto Schoitz Foundation hereunder will terminate. (� N/A, Grantee is a governmental unit Regulatory Compliance Cooperation* Grantee will cooperate with the Otto Schoitz Foundation in supplying additional information or in complying with any procedures which might be required by any governmental agency or financial audits or investigations in order for the Otto Schoitz Foundation to establish the fact that it has observed all requirements of the law with respect to this grant. t:} I Agree To The Above Reimbursable Grant* The Otto Schoitz Foundation awards reimbursable grants and therefore will reimburse the Grantee upon receipt of documentation of expense incurred after the award notification and which supports work performed and/or costs incurred up to the total grant award. The Grantee may submit for reimbursement as often as necessary using the Grant Reimbursement Form; the Foundation's preference is to disburse the grant award within 12 months of this notice. If the Foundation's reimbursement methodology presents a financial hardship for your organization or project, please contact the Otto Schoitz Foundation's Executive Director. O I Agree To The Above Grant Reporting* In addition to providing documentation of expenditure for reimbursement, Grantee agrees to submit electronic reports, if requested by Otto Schoitz Foundation, on the interim and final status of the grant. The interim and final grant reports will summarize progress on the goals and outcomes of the project. If a report is required, Grantee will receive an email notice and instructions for filing the report prior to the report due date. Q I Agree To The Above Recognition* The Otto Schoitz Foundation desires that all resources of Grantee be dedicated to accomplishing its philanthropic purposes. Accordingly, Grantee agrees not to recognize the Foundation, its board members or staff, or this grant with certificates, plaques, or similar mementos or provide benefits or services to such parties, unless pre -approved by the Foundation. O+ I Agree To The Above Generic Communications* In order to reduce the amount of mail the Otto Schoitz Foundation receives that is not specifically relevant to the management of this grant, the Grantee agrees to keep the Foundation off its generic marketing lists, including, but not limited to donor appeals. At its sole discretion, the Otto Schoitz Foundation may provide a news release summarizing the grant to television, newspaper and other media. Further, the Otto Schoitz Foundation may include related information of the grant in the Foundation's annual report. I Agree To The Above Acceptance of Terms & Conditions* This grant is conditional upon Grantee's acceptance of the terms and conditions set forth herein. By selecting the "I Accept Grant Terms and Conditions" below Grantee agrees to accept and comply with the stated terms and conditions of this grant. Q I Accept Grant Terms and Conditions Q 1 Decline Grant Terms and Conditions Please note: by entering your information and selecting "I agree", you are: 1. Representing that you are an officer or other agent of the applicant authorized to enter into legally binding agreements on behalf of the applicant; 2. And agreeing that your insertion of information in the following fields constitutes an electronic signature. Confirmation* Q I agree Name and Title of Individual Entering Agreement* Angie Fordyce, Coordinator ClDue on 05/30/2019. Save Follow Up Submit Follow Up Angie Fordyce From: Otto Schoitz Foundation <administrator@grantinterface.com> Sent: Monday, May 20, 2019 3:48 PM To: Angie Fordyce Subject: Otto Schoitz Foundation Grant Agreement Submission Verification Dear Grantee, Thank you for submitting your Grant Agreement. It was successfully received. You will be contacted if any additional information is required. Otto Schoitz Foundation ph: 319-232-2870 Applicant Information Angie Fordyce 620 Mulberry Street Suite 202 Waterloo, IA 50703 319-291-4429 angie.fordyce@waterloo-ia.orq Organization: City of Waterloo/Waterloo Community Development Form Name: Grant Agreement Process Name: 2019 Spring Grant Project Name: Waterloo Community Development Emergency Repair Program 1 Select Language Lo l Waterloo Community Development Emergency Repair Program Process: 2019 Spring Grant Contact Info Request $ Award Details Documents 1 Applicant: Ms. Angie Fordyce angie.fordyce@waterloo-ia.org 319-291-4429 620 Mulberry Street Suite 202 Waterloo, IA 50703 United States Organization: City of WaterloolWaterloo Community Development 42-6005327 Contact Email History i i If your organization information does not appear correct, please contact the funder. Thank you. 1 D LOI :` D Application LOI Packet 1 Question List j Q Fields with an asterisk (*) are required. i v Overview Spring 2019 Grant Cycle Thank you for your interest in applying for funding from the Otto Schoitz Foundation. As you know, the Otto Schoitz Foundation desires to improve the health and wellbeing of the Cedar Valley. Your request should demonstrate how funds would help achieve this goal. The first step in the application process is to complete and submit the Letter of Inquiry (LOI), which is the form that follows below, no later than January 11, 2019. Project Title* Please identify a name for your request. Waterloo Community Development Emergency Repair Program Guiding Principles* Please indicate if you have read and understand the Otto Schoitz Foundation's Guiding Principles and Approach. The Guiding Principles and Approach will give you deeper insight into the type of projects the Foundation is interested in funding. Preference is towards: • projects changing individuals and communities • meeting the needs of the vulnerable • addressing root or primary causes • ideas with evidence of success and impact • impacting Waterloo, because of the greater needs • demonstrating a shared funding approach ® Yes () No j '' Organizational Information Q1 - Organizational Purpose* Briefly describe the purpose of your organization. Waterloo Community Development plays a vital role in the community our mission is to assist in the development of a viable community by providing decent housing and a suitable living environment principally for person of low- and moderate -income, and also to assist in providing expanded economic development opportunities. Maximum priority is to be given to activities benefiting low- and moderate -income persons, or aiding in the prevention or elimination of slums and blight, or to meet other Community Development 947 characters left of 1,500 v •. Q2 - Organizational Structure* Please identify your organizational structure. 0 501c3 as designated by the IRS (4) Governmental entity, such as municipality (or department thereof) or school district Assurance of No Competition - Background The Otto Schoitz Foundation was established in 2016 with an investment resulting from the transfer of Wheaton -IA hospitals/health facilities from Wheaton Franciscan Sisters to Mercy Health Network (MHN). As part of the transfer, MHN committed to continue operating the existing Wheaton hospitals/health facilities in substantially the same manner as before the transfer. Correspondingly, the Foundation's predecessors agreed to avoid using the investment in a manner that competed with MHN hospitals/health facilities. As a result, the Foundation is particularly attentive to, and cautious of, grant applications that are affiliated with organizations that may compete with MHN, including (but not limited to) all UnityPoint entities & affiliates. The Foundation is not opposed to the mission or people of these organizations in any way; rather, the Foundation is focused on remaining faithful to the legal requirements & the spirit of the transfer agreement. Q3 - Competitive Organization* This restriction on competition applies to the grant funds absolutely. The restriction on competition applies to fiscal agents and fiscal sponsors and their associates even if, for example, the fiscal agent or sponsor does not necessarily directly compete against Wheaton Franciscan Healthcare and/or Mercy Health Network, or their affiliates. Grants will not be awarded for projects determined by the Otto Schoitz Foundation, in its sole discretion, to compete, or to appear to compete, with Wheaton Franciscan Healthcare and/or Mercy Health Network, or their affiliates. Are you an organization or affiliated with an organization that competes with Wheaton Franciscan Healthcare and/or Mercy Health Network and their affiliates OR does the proposed project invoke competition with these entities in any way? If so, answer Yes and do not complete this application. 0 Yes +® No N./ Project Information Q4 - Community Need Being Addressed* Please describe the community need/issue being addressed by the proposed Project On average, homeowners will spend between 1 to 4 percent of a home's value annually on maintenance and repairs, which tend to increase as the house ages. Waterloo currently has a deteriorating housing stock with 85% of the homes being built before 1978. According to the United States Census Bureau Waterloo has an estimated population of 67,587 of which 62.3% live in owner occupied housing. 2017 data shows Waterloo's poverty rate at 17% with the median household income of $44,429. Waterloo Community 79 characters left of 1,000 Q5 - Project Description* Briefly describe the Project. The Emergency Repair Program would provide low income homeowners meeting eligibility with grants for home repairs that become health and safety issues. Examples of repairs include but are not limited to: Faulty roofs: Serious roof problems due to wind, tree damage, fire, etc that threatens the safety or health of the residents. • Heating system: A homeowners heating system breaks down and requires repair or replacement. 641 characters Left of 1,500 Q6 - Summarize Project Description* Provide a concise summary of Project Description response. The Emergency Home Repair Program seeks to mitigate serious health and safety concerns by providing low-income households with rapid financial assistance for electrical, plumbing, heating and cooling, and roof related problems. 23 characters left of 250 Q7 - Type of Request* To assist in making the choice for type of request, we use the following as general definitions for each category • Capacity building — funds for initiatives that improve the grant -seeker's effectiveness, in terms of organizational and financial stability, program quality, and growth — such as professional development for the grant -seeker's staff/board members or opportunities for peer learning, networking or leadership development. • Capital — funds to acquire long-term assets such as land, building and/or major equipment; major renovations and/or construction projects. • Operating — funds to support the organization's overall activities and mission, including administrative expenses and overhead. • Programmatic — funds for specific project or activity tied to project -based outcomes; typically involves services that directly touch the grant -seeker's clients. O Capacity Building Q Capital p Operating Support v Programmatic Support QB - Project goals and/or expected outcomes* Please describe the Project's top goals and/or expected outcomes. What results do you expect to achieve? The overall objective is to remove barriers to low income homeowners that are faced with emergency situations and unforeseen home repairs that they are unable afford. As a result, creating safe and healthy living environments while sustaining the city's affordable housing stock. By addressing the repairs in a timely manner it prevents additional damage and possible slum and blighted conditions. In prior years, Waterloo Community Development has allocated $75,000 to the Emergency Repair Program. Many emergency 65 characters left of 1,000 Q9 - Targeted population* Describe the targeted population this Project is intended to impact. The targeted population the project is intended to impact are households falling below the 80% median income guidelines set by the Department of Housing and Urban Development for the Waterloo metropolitan area. This population often includes elderly and disabled households on fixed incomes, as well as single parent households. 170 characters left of 500 \ Project Budget Q10 - Project Budget* Please indicate the proposed Project budget $ 75,000.00 Q11 - OSF Requested funds* Please indicate the total dollar amount you are requesting from the Otto Schoitz Foundation $ 30,000.00 Q12 - Use of Funds* Please describe how the funds you are requesting will be used. The funds will be used to make emergency repairs for low income homeowners falling below the 80% median income guidelines. Repairs made to homes will provide residents with decent, safe and sanitary living environments. v Electronic Signature Please note: by entering your information and selecting "I agree", you are: 1. Certifying, to the best of your knowledge, all information included in this Letter of Inquiry is complete and accurate; 2. And agreeing that your insertion of information in the following fields constitutes an electronic signature. Confirmation* O 1 agree Date* 02/15/2019 Name of individual Submitting LOI* Angie Fordyce Title of Individual Submitting LOI* Waterloo Community Development Coordinator Once complete, you must submit the L01; you will receive an automated email stating the LOI has been successfully submitted. IMPORTANT: The Otto Schoitz Foundation utilizes the online grants management system to generate email communication from the email address administrator@grantinterface.com. As this communication is important to your application, please ensure this address is not blocked or filtered by your email service. Further, do not send correspondence to this email address - it is not established to receive incoming messages.