HomeMy WebLinkAboutAgenda - 03-21-2000-9dORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: Mazch 21, 2000
Action Agenda
Item No, ~
SUBJECT: TANF Housing Program Implementation
DEPARTMENT: Housing/Community Development PUBLIC HEARING: (Y/1~ No
ATTACHMENT(S):
1 ~ TANF Grant Awazd Letter
2 - Implementation Plan
3 -Memorandum of Agreement
4 ~ Gee Associates, Inc Proposal for Services
PURPOSE: To consider:
INFORMATION CONTACT:
Taza L. Fikes, Housing Director, ext 2490
TELEPHONE NUMBERS:
Hillsborough 732-81$1
Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
Acknowledging the availability of additional Temporary Assistance for Needy Families (TANF)
block grant reimbursement funds on behalf of the Department of Social Services, and
~ Approving a Professional Services Contract with Gee Associates, Inc., for an amount not to exceed
$141,309 over the grant period, for overall management, supervision and case management services
of the Orange County TANF Housing Program.
BACKGROUND: As outlined in the December 1999 award letter (Attachment 1), Orange County is
eligible to receive additional TANF (Temporary Assistance to Needy Families) block grant funds from the
State. This enables the County to expend and receive reimbursement for an additional $312,395.
Currently, $1.4 million TANF funds are available for Social Services program spending in the current
fiscal yeaz. In other words, the State has authorized the County to expend funds to assist needy families in
securing affordable housing and has agreed to reimburse the County.
The primary focus of the program is to assist as many TANF-eligible families as passible to secure
affordable housing through rental assistance and other housing related support services. The
Orange County TANF Housing Program contains three primary program activities: Educational and
Supportive Services; Rental Assistance; and Homeownership/Downpayment Assistance. A Project
Implementation Plan (Attachment 2) has been developed. To achieve full program implementation,
specific contractual actions aze required of the Board of County Commissioners.
County staff is recommending that all administrative services required for this initiative be contracted to
an outside professional consultant. Specifically, the Boazd is being asked to consider approval of a
Professional Services Contract with Gee Associates, Inc. of Chapel Hill.
2
After notification of the availability of additional funds, a local working group evaluated possible
administration options for this program. In consideration of the time necessary to recruit, hire, and train a
time-limited County employee, the subsequent supervisory requirements, the need for space, and
considering our need for immediate grant implementation, the staff concluded that outsourcing is the
preferred administrative alternative. A significant consideration for staff in recommending the use of the
consultant is that this is a time limited project with the work to be completed on a relatively tight time
frame; that is, by the June 30, 2001 grant ending date.
Patricia Gee, the principal of Gee Associates is a former Town of Chapel Hill employee, who, in early
2000, became an independent consultant. Previously, in her role as Resident Services Coordinator with
the Town's Housing Department, she was a part of the working group that developed the TA1VF grant
application. Therefore, she is aware of goals of the grant program and has been actively involved in one of
the primary components of the grant program -Educational Services. As a result, she has established
working relationships with many of the grant program partners, and, thus, is able to immediately begin
program implementation. For these reasons, staff recommends approval of Gee and Associates, Inc. as the
professional services provider for the TANF Housing Program.
Attachment 3 is the draft memorandum of agreement with Gee Associates and Attachment 4 is Gee
Associates' proposal for services. Specifically, under this Agreement, Patricia Gee, Gee Associates, Inc.
President, will function as program administrator and is ultimately responsible under this agreement for
the completion of all contracted tasks. Major responsibilities include:
• Development and on-going management of major program components and needed systems for
communication with and reporting to County staff; tracking performance; outcomes and grant funding
expenditures; program documentation;
• Staff hire and supervision;
• Design and implementation of evaluation protocols and staffing of Evaluation Team;
• Formalize contract agreements and manage contracts for agencies funded under grant;
• Assure delivery of rental assistance; landlord outreach; and home ownership components of grant in
accordance with agency agreements with the County;
+ Prepazatian of draft program reports as required by the State and County;
• Communication and collaboration with agency partners; and
• Interface with evaluation team and staff of other state grantees as necessary.
There is approximately $141,309 available in TANF black grant funds for project
administration/management. The proposed administrative contract services would be for a total cost not
to exceed $141,309. The attached Implementation Plan provides more details regarding overall project
administration.
FINANCIAL IMPACT: This enables the County to expend and receive reimbursement for an additional
$312,395. Staff will monitor expenditures and come forward with a budget amendment as. spending
requires.
RECOMMENDATION(S): The Manager recommends that the Board approve the Professional
Services Agreement with Gee Associates, Inc. for an amount not to exceed $141,309 for overall
management, supervision and case management services for the Orange County TANF Housing Program;
and authorize the Chair to sign the Memorandum of Agreement on behalf of the Board.
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Attachment 1
North Carolina I~epartxnent of Hea,I#h and Hutx~n Services
:division of Social Services
3~5 No~tL Salis~ry S ~ Rale~ 7~toet~ CetditW ZT6~03
Courier # 560-?~
Jairi~ B. Nurri, lr.. Gorcrr~or KevM M. Fit.af.~eraid, Dsrecbar .
N.1]avid Atiueon. M.D., Secretary C4t~'~33-3085
Gealmber 8, 1999
REMISED I.~TTER.
Mr~ John. M. I:mk, Jr.
prartpe County Manager
Post dfT~ Boat 8'181
Niiltsbortwgh, North Carvlina~ 2?27$
RE: TANF Houstnp C,rarrts
Dear. Mr. [.ink
We are pleased to advise }~u thsrt your reoent proposal for TRMF funds designated for
housing initiatives for the w corking poor as a resin of Gavem~ Nur-t's 1V~# Steps
lnitlative I>as been approvecd Sut~ed td revisiaris to be identii"ted ad a Teter data. All
eight propoeala submiiEled 1c~m across the stale were approved. However, due to the
nurttDer of proposals, the request$ exceeded the aAocativn and same proposals vrere
improved gt reduced fundm+,~ levels. YQUr proposal was approved tar s grant totaling .
531,385; the grant period 1'6 anticipated to ~M in the near future artd run throaah
.lone ZUp'! depending an avaiia4ility of funds.
Administration v#furids esavdat~ed with >fiie thre will require leve(cantrading
w&h esd'i agera~y or organi~nn approved far fundlinp. pl meetktg has lawn scheduled
for Decunbe<'14,1998, m I~aicigh to review the requrremerns ~d procedures
associated with the state-level aonbractistg proce$s end disbutsem9rlt of the funds. The
meedrig Will be hold at the Albert Costae Buil~iirtg on itte tortrer of Lane and
Dawson Streefis horse in Fa-Ieigh Tron+ ~o:GO a.m. unti.15:00 p.m. In addition to
Division of Stticial Services s~t'€, std fmm the Depardnent of Commerce. Division of '
Community Assistance, will be pt'eserrt to provide it~onnatian al'aout the proposals for
use of Smeai Caries CtunmunRy Development 8bc;lc Grant ftmda asaociatied with #his
initiative.
~,;
I+allr. John M, Link, Jr. ,.,_
. December 6, 1999 .._
Page 2
w• '
Thank you and your organization for submitting a proposal for this very worthwhile
project, We look fon+~ard to seeing you on December 1 d~.. _
Sincereiy,
Pheors Beal, Chief
Economic Independence Section
cc: Kevin FitzGerald ~ ,
Melinda Hamrick
Tara L. Tikes '`
. Eddie Vuooten
Jim Clodfelter
Berg Watts
Jane Smith ~ '
.lanet Gline
5
an e T F Housin ro am Im entation
ATTACHMENT 2
Project Abstract
Orange County has developed a plan to provide continuum of services to TANF and
TANF eligible families ranging from alleviating homelessness to encouraging
homeownership. The Orange County TANF Housing Program will assist 20 families
obtain permanent rental housing; five (5) families to obtain homeownership; and up to 20
families with rent and utility deposits to facilitate their future ability to obtain economic
self sufficiency. Jn addition, the program will also assist up to 125 families access
educational opportunities which will enhance their ability to provide for their families.
Specific program components include:
].. Educational and Supportive Services
Economic selfsufficiency is dependent upon the provision of educational and
support services and family_centered case management. Program participants will
have the opportunity to acquire education and job skills training; budgeting and
credit counseling; and life skills training in order to building long-lasting
independence from welfare resilience.
.2. Rental Assistance
The Orange County rental housing market, inflated by the ability of University of
North Carolina at Chapel Hill students able to pay market rents, creates a
tremendous challenge for TANF and TANF eligible families. To assist families
in addressing this challenge, intensive housing search assistance and subsequent
rental assistance vouchers will be provided to approximately 20 families leasing
standard rental property in Orange County. In addition, financial assistance for
rent and utility deposits will be provided to these families as well as others
(approximately 20 additional families) participating in the other components of
the program including educational and supportive services and homeownership.
3. Homeownership
Homeownership can also be challenging in this area due to high land and
infrastructure costs. Low-income families rely heavily on the ability of local non-
, profit organizations to assist them in locating affordable existing properties for
sale. The TANF Housing Program will continue to utilize the current intervention
strategies to assist approximately five (5) TANF families become homeowners in
partnership with Habitat for Humanity and other non-profit housing organizations.
Eligible families must have income- at or below 200% of the poverty level, working 20
hours per week, or participating in job training or other work related activities 20 hours
per week. Priority will be given to lang term welfare recipients (those receiving
assistance for 20 months or more), families on transitional benefits, and the homeless.
Families will be identified by the partner agencies and referred for assessment and
eligibility determination. Priority will be given to long term welfare recipients (received
assistance 20 months or more), families on transitional benefits, and the homeless.
6
Program Activities
Overall Project Administration
The County will contract with an independent consultant to provide overall project
management. This person will be viewed as the Project Administrator for the TANF
Housing Program. The Administrator will have supervisory skills and demonstrated
expertise in overseeing innovative community-based programs with multiple agency
participants.. He or She will be a skillful negotiator, with. highly developed oral and
written communication skills, expertise in program evaluation, and strong fiscaUcontract
management experience. He ar She will work closely with Orange County staff and staff
from other participating organizations and will sit on the Project Evaluation Team. The
Project Administrator will oversee all contracts and grant funds awarded under the
Program and will be responsible for preparation of all fiscal and program reports. He or
She will be the primary spokesperson for the program.
(Additional administrative. support will be needed for the following program activity.
Those needs are indicated in italicized print at the end of the particular section.
ational and Sunnortive Services
Orange County is fortunate to have in place a comprehensive multi-agency self-
sufficiency program serving public housing residents entitled ACHIEVE!, conceived of
jointly by staff from the Town of Chapel Hill and Orange County. Through the Chapel
,Hill Department of Housing, a coalition of close to twenty public and private community
agencies is working in partnership with residents of public housing and the Residents'
Association in the Chapel Hi1UCarrboro area to provide self sufficiency services to public
housing residents. The initial planning included an expectation that the program would
expand at a later date to include TANF and Section $ program participants. The TANF
Housing Program would employ the existing successful ACHIEVE! educational model
and agency coalition to expand these comprehensive support services to TANF and
TANF eligible participants across the County.
Under the Educational and Support Services component of our program we propose to
provide family-centered, case manag~n~nt services for each of the twenty-five (25)
participant families in the rental assistance and home ownership components. Through
weekly contact with families, case management will include development of tailored
action plans to access u ati n kill b ' training provided under the
program and in the community. Program funds will provide support for transportation
and childcare needs, when they are required to allow families to participate in program
activities.
Participants in the ACHIEVE! public housing program in the Chapel Hi1UCarrboro area,
an estimated 20 TANF and TANF-eligible families, will have access to the skills-
building and educational training under this program. A mm utre
component will provide monthly educational materials and an annual self sufficiency
resource fair to another 150 Orange County TANF and TANF-eligible families. These
educational activities are designed to inform and to encourage families to .take actions
that will move them closer to economic self-sufficiency.
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Eight ACHIEVE! partner agencies will provide direct services .to program participants
under the Education and Support Services component of the program: the Women's
Center, Community Financial Counseling, Orange County Literacy Council, the
Employment Security Commission, Durham Technical Community College, the Orange
County Dispute Settlement Center, H.R. Consulting and Orange-Person-Chatham Mental
Health Area Program.
The first participant orientation session is scheduled for March 23, 2000.
The County will employ the services on a independent contractor to serve as full-time
case manager providing one-on-one case management to the z5 participant families -
assessing needs and assisting participants in accessing program services and community
resources. The case manager will establish and maintain a database that tracks family
activity and movement to self-sufficiency over the 18-month program periad. Clinical
supervision and support from OPC Mental Health will be provided as needed for client
requiring their services. The case manager will coordinate with staff from Orange
Community Housing Corporation and Habitat for Humanity to insure that families
participating in the rental assistance and homeownership components stay on track with
their rental obligatYons and their pursuit of homeownership. The Case Manager will
report directly to the Project Administrator.
Su a 'c
It is estimated that 35% of the families in Orange County cite transportation as a
barrier to self-sufficiency and 51 % of families with small children identif ed
childcare as their greatest need. Based on this information, the Orange County
TANF Housing Program recognizes the need for support services to families
enrolled in the program.
In an effort to support the educational elements of the plan funds have been
earmarked for transportation, childcare, and participation expenses. These funds
are to cover the cost related to the families participation in the Housing Project
and not for employment related activities. The Case Manager would administer
funds for support services.
Rental Assistance
The Rental Assistance Program would be administered by the current Orange County
Section $ Program administrator, the Orange County Housing and Community
Development Department, utilizing current U.S Department of Housing and Urban
Development regulations, with a few enhancements. Specifically, the target population,
20 TANF or TANF eligible families would receive rental assistance for a period of up to
18 months .
The Orange Community Housing Corporation, a local housing non-profit will locate the
rental units; contact and educate landlords about the TANF Housing Program, negotiate
an 18 month lease; sign the lease, pay a security deposit, and sublease the properties to
qualified families participating in the program. Additionally, families will be able to
access the educational opportunities provided through the ACHIEVE program. This
approach to providing rental assistance seeks to overcome the common barriers
encountered by most low-income families during their housing search. Using the non-
profit organization as an intermediary will hopefully open the rental market for ,these
families by insuring private landlords that the families are receiving the support they need
to be responsible tenants.
t n it
A barrier. commonly associated with the housing needs of TANF and TANF
eligible families is the inability to pay initial rent deposits and utility deposits
when appropriate rental housing is located in the community. A small component
of this comprehensive program will provide funds to pay for initial deposits for
approximately 2U families. These families would not be participating in the
Rental Assistance Program, these costs are already built into the program, but
could be participating, in the educational component or the homeownership
program in the case of utility deposits.
This type of financial assistance is presently being provided by a non-profit
organization in the County -Inter-Faith Council for Social Service. Discussions
are underway with this agency to administer this component of the proposed
program in accordance with their current Community Service Program.
Homeow~ae~shiu
The Orange County TANF Housing Program will utilize current intervention strategies to
assist approximately five (S) families become homeowners. Specifically, the proposal
recommends working with Habitat for Humanity to assist two (2) families in their efforts
to become homeowners. These families would be referred to Habitat for Humanity for
eligibility determination according to the organization's existing criteria. They will need
to meet the requirements of Habitat including the performance of manual labor or "sweat
equity " to help themselves and future Habitat homeowners complete house construction.
Future Habitat building plans indicate that the houses for these two candidates would be
built in the Efland community in unincorporated Orange County. This provides an
opportunity for first-time homeownership in the rural area of the County rather than on
the urban fringes.
Also, the County anticipates developing a Small Cities CDBG Housing Development
Application for this project in the future. We have successfully partnered with Habitat on
two homeownership projects utilizing CDBG funding.
Additionally, this proposal includes the introduction of an Individual Development
Account (IDA) Demonstration Program in Orange County. individual Development
Accounts are restricted savings accounts dedicated to the support of homeownership,
post-secondary education, and micro-enterprise. In this proposal, IDAs are proposed
strictly for homeownership for five (5) families.
Specifically, families referred to this program, would receive basic homebuyer training
through the Homebuyer Education Program provided by the. Orange Community Housing
Corporation and would enroll . in the Homebuyers Club sponsored by ErnPOWERment,
Inc another housing non-profit organization. The Homebuyers Club includes afive-week
class and intensive, individual financial counseling that provides on-going, and
sometimes longstanding support to families anticipating their first home purchase. While
9
receiving individualized support, families aze able to repair credit, develop budgets, and
navigate the mortgage process.
During this time, program participants will be required to save $1000 over the eighteen-
month program period, which will be matched at a 2:1 ratio not to exceed $2,000 per
family or individual. TANF funds would be used to match participant savings that would
in turn be used for the downpayment/closing costs for the new home purchase.
Community Financial Counseling has expressed a commitment to administering the iDA
Program.
~'ORK~CHED~7~.E
10
11
RA E C NTY TAN USIN GRA
Eighteen Month Budget
Total Budget: $562,395
ERVI E PROGRAMS PROFESSIONAL
SERVICES
CONTRACT
Education and Training - $114,855
• Career exploration and job search training
• Communication and Conflict Resolution
Skills Training and Support Services
• Budget and Credit Counseling $57,905 $56,950
• Educational and Assessment Services
• Literacy Assessment and Tutoring
• Tuition and Training Support
• Production of newsletter
• Education and Trainin Staff
Support Services - $6,000
• Provision of bus tickets $ 6,000
• Childcare expenses
• Partici ation Ex ense
Rental Subsidy - $347,181
• Contents and Liability Insurance
• Rental deposits
+ Utility deposits $347,181
• Property Management Fee
• Reserve for damage
• General Utility Deposits
• General Rental Deposits
• Landlord Outreach/Education
Homeownership - $10,000
• IDA Pro am $ 10,000
Administrative Cast - $84,359
• Landlord Education/Outreach $ 0 $84,359
• Outreach Materials
• IDA Program Administration
• Project Administrator
• Administrative Overhead
Total $562,395 $421,086 $141309
ATTACHMENT 3 12
MEMQRANDLTM OF AGREEMENT
This Agreement, made and entered into this 21St day of March, 2000, by and between
Orange County, North Carolina, hereinafter called the "County", and Gee Associates, inc., of
Chapel Hill, North Carolina, their successors or assigns, hereinafter called the "Contractor".
1. Purpose. The County agrees to employ the Contractor to provide overall management,
supervision, and case management of the Orange County TANF Program through June
30, 2001 as described in the Contractor's Proposal dated February 24, 2000 which is
attached and incorporated into this Memorandum by reference.
Further, the Contractor agrees to enter into a Purchase Contract with the Department of
Social Services as may be required by the State, Division of Social Services.
2. Payment of Services. The Contractor will be paid a total not to exceed $141,309 for
completion of ali services identified in the Contractor's proposal. Payment will be made
upon receipt and approval of invoices for services rendered in accordance with the
Budget provided in the Contractor's Proposal. There will be no payment advances.
3. County Representative. The Orange County Housing and Community Development
Director and the Work First Program Manager, or his/her designated representatives shall
act as the County's representative with respect to the services to be rendered under this
Agreement. Such persons shall have complete authority, to the extent permissible under
law and by the County's procedures, to transmit instructions, receive information,
interpret and define the County's policies and decisions with respect to the Contractor's
services for the project.
4. insurance. The Contractor shall procure and maintain insurance for protection from
claims under workers' compensation acts, claims for damages because of bodily. injury
including personal injury, sickness or disease or death of any and all employees, or of any
person other than such employees, and from claims or damages because of injury to or
destruction of property including loss of use resulting therefrom. Also, the Contractor
shall procure and maintain professional liability insurance far protection from claims
arising out of performance of professional services caused by a negligent error, omission
or act for which the insured is legally liable. The Contractor shall provide the County a
Certificate of Insurance issued and endorsed by the insurance carrier certifying the
following coverages.
Workers' Compensation Insurance Statutory Limits
Professional Liability
(Errors and Omissions Coverage Included) $1,000,000 per occurrence
$3,000,000 aggregate
Public Liability Insurance: $1,000,000 per occurrence
Including bodily injury and property damage
(includes coverage on vehicles being used by the firm)
S. Assignment. No transfer or assignment of the Contractor's interest in this Agreement
shall occur without the prior written consent of the County.
- 13
6. Binding Effect. This Agreement shall be binding upon and shall inure to the
benefit of the parties hereto and their respective successors and assigns.
7. Indemnification. To the extent legally possible, the Contractor shall indemnify and
hold County, its officers, agents, and employees, harmless from and against any and all
claims, actions, liabilities, costs, including attorney fees and other costs of defense,
arising out of or in any way related to any act or failure to act by Contractor, its
employees, agents, officers, and contractors in connection with this contract. In the event
any such action or claim is brought against County, the Contractor shall, upon County's
tender, defend the same at the Contractor's sole cost and expense, promptly satisfy any
judgment adverse to County or to County and Contractor jointly, and reimburse County
for any loss, cost, damage, or expense, including attorney fees suffered or incurred by
County.
8. Subcontracting. The Contractor shall not subcontract work under this contract, in
whale or in part, without County's prior written approval. The Contractor require any
approved subcontractor to agree, as to the portion subcontracted, to comply with all
applicable federal, state, and local laws, rules, ordinances, and regulations at all times and
in the performance of the work and to comply with all obligations specified in this
contract. Notwithstanding County's approval of a subcontractor, the Contractor shall
remain obligated for full performance of this contract and County shall incur no
obligation to any subcontractor. The Contractor shall indemnify, defend, and hold County
harmless from all claims of its contractors.
9. Termination. The obligation to provide further services under this Agreement
may be terminated by either party upon 30 day written notice in the event of substantial
failure by the other party to perform in accordance with the terms hereof through no fault
of the terminating party.
10. Notices. Any Notice shall be in writing and shall be given by depositing the same in the
United States mail, post-paid and registered or certified, and addressed to the party to be
notified, with return-receipt requested, or by delivering the same in person to an officer or
principal of such party. Notice deposited in the mail in the manner here in above
described shall be effective upon mailing. For purposes of Notice, the addresses of the
parties shall, unless changed as hereinafter provided, be as follows:
To the County: Orange County
c/o Housing and Community Development
Department
P.O. Box $181
Hillsborough, NC 27278
ATTN: Director
ii. To Contractor: Gee and Associates, Inc.
104 Landing Drive
Chapel Hill, NC 27514
ATTN: Patricia Gee, Principal
Either the County or Contractor may change the person or address to which any future
Notice shall be given as herein provided.
1~
10. Governing Law. This Agreement shall be construed in accordance with and
governed by the laws of the State of North Carolina. Any litigation arising out of this
Agreement shall be brought in courts sitting in North Carolina, with venue in Orange
County.
1N WITNESS WHEREOF, the parties hereto, intending to be legally bound, have set their hands
and seals on the day and year first above written.
COUNTY OF ORANGE,
NORTH CAROLINA
(SEAL)
Moses Carey, Jr., Chair
WITNESS:
Beverly A. Blythe
Clerk to the Board of Commissioners
Gee and Associates, Inc.
Patricia Gee, Principal
(SEAL)
This document has been preaudited in accordance with the N.C. Local Government and Fiscal
Control Act.
Kenneth Chavious, Finance Director
• - ATTACHMENT 4 1S
Gee Associates, Inc.
104 Landing Drive
Chapel Hill, N.C. 27514
Phone: (919) 408-0337
Facsimile: 408-0520
e-mail: pgee 1@msn.com
Pr 1 for Pr vi 'on of A tive and Ex Service
Gee Associates, Inc. respectfixlly submits this proposal to provide administrative and direct
services for the TANF Pilot Housing Program to the Orange County Department of Housing and
Community Development. The proposed scopes of work, schedule of fees and expenses, and
timeframe are included as part of this proposal.
Scope of Work
A. ~r_ogram_Administration of '~ANF Pilot Housing Grant Program
Gee Associates, Inc. will provide program administration services for the TANF Pilot Housing
Program recently funded through a grant from the State of North Carolina for a period starting
1 March 2000 and ending 30 June 2001. These services will include total project administration,
management of program sub-contracts, grant reporting and fiscal management, and other tasks as
deemed appropriate under the direction of Tara Fikes, Department of Housing and Community
Development (programmatic) and Gwendolyn Price, Department of Social Services (fiscal).
Patricia Gee, Gee Associates, Inc. President, will function as program administrator and is
ultimately responsible under this agreement for the completion of all contracted tasks. Major
responsibilities include:
• On-going administrative supervision of all major program components, including rental
subsidies and landlord outreach, educational and case management services,
homeownership efforts and Individual Development Accounts, rent and utility deposits
and emergency funds;
• Development of a weekly reporting/communication system with County staff and
program sub-contractors, to include a physical presence in the County's Hillsborough
offices an estimated 1 day a week;
• Creation and maintenance of systems for tracking performance, grant expenditures, and
other program documentation;
• Fiscal management of all grant funds;
• Design and implementation of evaluation protocols and staffing of Evaluation Team;
• Negotiation and ongoing contract management for agencies funded under grant;
• Preparation of draft program reports as required by the State and County;
• Attendance at State-mandated program meetings and/or training;
• Coordination with ACHIEVE! Staff at Chapel Hill Department of Housing;
• Serve as spokesperson for the program and respond to informational inquiries.
16
B. Direct Proeram Services
Patricia Gee will hire and supervise contract staff who will provide the following direct
services far the participants in the program.
Educational and Outreach Component -Develop and implement a monthly program of
educational outreach services to 2S pilot program participants, 21 Dept. of Chapel Hill
ACHIEVE! participants and others as described in the TANF Pilot Housing grant. The
purpose of this educational outreach is to supplement the education relating to self-
sufficiency strategies that participants will receive in workshops under this grant. In
addition, the newsletter and other educational materials to be developed will be
distributed to 125 other families in TANF and Section 8 programs to assist them to access
education and services to enhance their ability to provide for their families.
A .S FTE Education and Training Associate will be hired under contract to Gee
Associates, Inc. to coordinate these efforts and to assist with monthly trainings conducted
by program sub-contractors. She/he will report directly to Ms.Gee.
• base Managexn~e~t Comn~nex~ -Provide case management services for the planned 25
program participants as described in the TANF Pilot Housing grant. Case management
will follow an intensive family-centered model, with weekly contact between the case
manager and participants. Project participants develop self sufficiency goals and
objectives and detailed action plans for the period of their participation, in the program.
The caseworker coordinates closely with sub-contractors managing the rental assistance
and utility/rent deposits/emergency funds programs. She/he is responsible for assisting
families to access needed services, to stay employed and to improve their employment
status, to access skills-building and education services, to track performance, and
otherwise to assist families to stay on track toward self-sufficiency and home ownership.
Funding would provide fora 1.0 FTE contract case manager who will report to Ms. Gee.
Contractor dministrative and Direct Servic~C~p~ity
Gee Associates, Inc., is a consulting practice specializing in services For private and public not-
for-profit organizations, including strategic planning and organizational development; program
design, implementation and evaluation; community-based program strategies and resource
development. Patricia Gee has close to 20 years of executive management experience in non-
profit organizations and has authored mare than $7 million in successful foundation, corporate
and government grants. She is noted nationally for her expertise in creative program design and
in facilitating multi-organizational collaboration. Most recently Ms. Gee designed and managed
the new ACHIEVE! self-sufficiency program for public housing residents through the Town of
Chapel Hill, Department of Housing.
Gee Associates, Inc. was incorporated in the State of North Carolina in December, 1998. Prior
to that, it had operated as a sole proprietorship in the, Commonwealth of Massachusetts.
Massachusetts clients included the City of Boston, the John F. Kennedy Presidential Library and
Foundation, Roxboro Community College, community-based public health coalitions in Boston,
Worcester and Woburn. If funded, the Orange County TANF Housing contract would be the
first for the fum since its incorporation in North Carolina. (Consulting resume attached.)
17
Previous consulting contracts include:
• Facilitated planning exercise for Executive staff of the community college in Boston;
• Strategic planning, staff development and grant writing for community-based public
health coalitions in three Massachusetts cities;
• Grant-writing and coalition development assistance to the City of Boston in prepazation
of a $93 million Empowerment Zone Grant;
• Evaluation of an inner-city youth service program in Boston that served as the prototype
for CityYear, which was the model for Americorps; conducted a survey of prior
participants; developed a training manual far youth volunteers with accompanying video
and management guidelines for staff; also assisted Foundation Board and staff to
develop a strategic plan and conducted executive seazch for new program director;
• Assisted in development of a resident energy •conservation manual for use nationally.
Ms. Gee has spent most of her life in North Carolina and was graduated from the University of
North Cazolina at Chapel Hill with a degree in English. She served two years as a university
English teacher in Tunisia, North Africa while in the Peace Corps. Ms. Gee held a department
head position with the N.C. Alternative Energy Corporation in Reseazch Triangle Park (now
Advanced Energy) where her department conducted energy conservation research projects on
innovative financing for local governments, schools and nonprofit organizations, cost reduction
strategies for public housing, service delivery models for hazd-to-reach. populations and
consumer education. Her management experience includes service as Executive Director of a
non-profit 80-member organizational coalition outside Boston with an annual budget of $1.4
million and a Board of Directors that included the Mayor, City Manager, Superintendent of
Schools, service providers and CEO's of major corporations. Ms. Gee was most recently
employed with the Town of Chapel Hill Department of Housing where she developed their
welfare-to-work self-sufficiency program, ACHIEVE!.
Fiscal and Sub-contract Management
Patricia Gee and contract staff as assigned will develop reporting and tracking systems for
expenditure of all contract funds in coordination with fiscal grantee, Dept. of Social Services and
other County departments as required. Gee Associates, Inc. will have direct responsibility for
the recommendation for payment of all project funds. The contractor will complete all fiscal
reporting and tracking tasks as required by the County and by the State for approval by the
County in the manner and on the schedule requested.
Timeframe and Schedule of Tasks
Gee Associates, Inc. is prepared to assume the responsibilities as described within this document
as soon as the County consummates a contract agreement. Budget projections assume a Mazch 1
administrative start-up. This contract will cover the period from March 1, 2000 to June 30, 2001.
While shortened overall timeframe for the grant may tighten some task delivery schedules and
unforeseen factors may influence the outcome of the program, Gee Associates, Inc. is dedicated
to completion of tasks as outlined in the TANF Pilot Housing Grant within the existing
timeframe and budget.
18
Within a week of consummation of an agreement, Gee Associates, Inc. will prepare a detailed
schedule far task completion to be incorporated into this agreement.
S_ udge~
Gee Associates, Inc. will provide all program administration tasks as summarized in this
proposal for the 16 months beginning 1 March 2000 far a total of $79,159 and will administer
the distribution of an additional $5,200 to agencies for administrative services. Direct expert
services will be provided over the 15 month period starting 1 Apri12000 for a total of $56,950.
A budget summary for both tasks is attached (Attachments A and B). Invoices for
reimbursement of expenses and fees as covered under this proposal will be submitted to Orange
County on a bi-weekly basis in the form and format required by County staff.
Loc 1 References
Dorothy Pennell Karen Rose Joann Mitchell
Director, Orange Ca. Office Human Services Coordinator Coordinator
Employment Security Town of Chapel Hill Chapel Hill/Carrboro
Commission Police Department Residents' Council
644-1051 968-2760 ~ 942-3720
Thank you for consideration of this proposal to provide administration and direct services for the
TANF Pilot Housing Program. I am excited at the opportunities this program will provide far
low-income citizens of Orange County to move toward self-sufficiency.
Submitted;
Patricia S. Gee, President
Gee Associates, Inc.
February 24, 2000
19
ATTACHMEN'~.g,,,
ssoc'a s Inc :Pro ed Bu t t inister Grant
Item ount. o
Administrator
Salary $53,333 For 16-months
Fringe Benefits 10,667
Outreach Materials: $ 1,659 For educational campaign
Design & Printing
Travel $ 700 Will be needed for trips to
contractors, state meetings
Office support & supplies $12,800 Incl. rent, util., phone, copy,
postage, equipment,
accounting, office supplies
Sub-Total $79,159 Gee Associates, Inc.
Landlord Outreach $ 4,000 Orange Community Housing
Corporation
IDA Program $ 1,200 Community Financial.
Counseling
TOTAL GRANT $84,359
AD1VIIlVISTRATION
20
ATTACHMENT B
Gee Associa~s~~nc•: Pr_a~osed_Budge~ to Provide Di~~r~ervi~ce~Under TA~~
Education and Training Pro~rarn C,Q,mnonent
to Amount Comments
Caseworker $40,000 15 mos.at $32K salary
(contract position) annually; 1.0 FTE
Education & Training Associate $15,000 15 mos.at $24K salary
(contract position) annually; .5 FTE
Travel $ 1,950 To client homes and
Referral agencies
Total Diurect Services Budget $56,950
21
GEE ASSOCIATES, INC.
Patricia S. Gee, President
104 Landing Drive • Chapel Hill, North Carolina • (919) 408-0337 • fax (919) 408.0520
e-mail: pgee_1@msn.com
PROGRAM MANAGEMENT
PROGRAM DESIGN AND
COALITION-BUILDING
Managed Tawn of Chapel Hill Department of Housing self-
sufficiency and welfare-to-work program: ACH/EI/E.~
Served as Executive Director of a new substance abuse
prevention agency; managed annual budget of $1.4
million, eighteen staff, 80-member agency coalition and
35- member Board of Directors .
Directed largest department of joint venture corporation
established by the N.C: Legislature to focus on financing
for energy management, consumer education and market
research.
As Program Director, supervised YYECANMAKEA
D/FFERENCE.~ Community Service Program for inner-city
youth.
Managed outreach services to elderly; served as Assistant
Director of the Retired Senior Volunteer Program.
Built agency coalition of 20+ members to design and
deliver an educational curriculum for public housing
residents who wish to improve their education, job skills,
and home ownership options.
Led 18-month citywide strategic planning exercise with
500+ individual participants and 80 government and
private agencies.
Launched YOUTH A.V.E. an urban Peace Corps providing
leadership development, skills training, scholarship
support and health education through a year of full-time
community service.
Created Community Energy Campaign, a model for
citywide mobilization of volunteers for energy
conservation.
22
RESOURCE DEVELOPMENT
CONSULTING EXPERIENCE
Spearheaded creation of the South's first state Energy &
Aging Consortium.
l.ed joint creation by insurance companies, health care
providers and employers of reimbursement systems far
substance abuse.
Authored $5.5 million in successful government,
foundation and corporate grants to fund new agency.
Assisted City of Boston to prepare a $93 million
Empowerment zone proposal for economic development .
Authored successful fiunding proposals to corporate Board
of Directors for more than $3 million in project support.
Principal, Gee & Associates, Newton, Massachusetts
1988.1990 and 1993 - 1995.
President, Gee Associates, Inc., Chapel Hill, N.C., 1999 to
present.
• f=acilitated planning exercise for Executive Staff of
community college.
• Conducted strategic planning, staff development,
program design and grant writing for health
coalitions in three cities.
• Wrote grants and provided coalition-development
services. to the City of Boston for a federal $93
million grant.
• Conducted evaluation of a 10-year old inner city
youth service program as basis for program
redesign.
• Administered grant-funded youth Community
Service Program including creation of a training
curriculum.
• Conducted search far new director of Foundation
program.
• Developed residential energy conservation training
manual for use nationally.
• Staffing multi agency Advisory Group and team of
Resident Advisors during staff transition for
Department of Housing.
Resident Services Officer, Town of Chapel Hill Department
of Housing, April 1999 to March 2000.
Executive Director, Worcester Fights Back, Worcester,
WORK EXPERIENCE Mass. 1990 -1993;
23
Community Program Manager, N.C. Alternative Energy
Corporation (now Advanced Energy Carp.), Research
Triangle Park, N.C. 1983- 1988. Senior Project Manager,
1982 - 1983.
Outreach Services Manager,1979 - 1980. Assistant
Director, RSVP, 1980 - 82, Orange Co. Department on
Aging.
English Instructor, PEACE CORPS, Bourguiba Institute of
Modern Languages, University of Tunisia, Tunis and Sfax ,
1975 -- 1977.
EDUCATION AND
PROFESSIONAL TRAINING B.A. English, University of North Carolina at Chapel Hill,
1974.
• AMA Senior Project Management Training
• Program Evaluation Methodology
• Fundamentals of Market Research
• Mediation, Negotiation, Conflict Management
• Marketing Professional Services
• Coalition Management Training
• Accounting Fundamentals for the Non•Financial Manager
PROFESSIONAL LEADERSHIP Associate Board Member, Chapel Hill/Carrboro Residents'
Council
Board Member, Orange County Literacy Council
Chairperson, Massachusetts Communities in Partnership
Panel Leader, American Council for an Energy Efficient
Economy
Chairperson, N.C. Energy & Aging Consortium
Chairperson, N.C. Solid Waste Management Task Force
Advisory Committee, Affordable Comfort Housing
Conference
State Programs Representative, Nat'I Energy & Aging
Consortium