NATIONAL ASSOCIATION OF REALTORS 2017 Housing Opportunity Program Grant Application Level 1
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1 NATIONAL ASSOCIATION OF REALTORS 2017 Housing Opportunity Program Grant Application Level 1 Purpose: to hold either the Employer-Assisted Housing or Expanding Housing Opportunities class; to host a speaker who can address specific affordable housing issues; or to hold a meeting with community stakeholders to develop coalition efforts. (Note: Fields will expand as you type) Date: 02/21/17 Amount requested (Max $5,000): 1500 Association name: Cape Cod & Islands Association of REALTORS Number of Members: 2500 Address: 22 Mid Tech Drive City/State/Zip: West Yarmouth, MA Application Contact Information: Name: Ryan Castle Phone: rcastle@cciaor.com Association AE Contact Information (if different from above): Name: Phone: 1. Type of event Employer-Assisted Housing Class* Expanding Housing Opportunities Class* Other (please specify in space provided below) A housing forum to address housing and physical needs for the senior community on Cape Cod with coalition partners. *A Class Notification Form must be submitted prior to applying for a grant. 2. Date of event (application must be submitted at least 30 days prior to the scheduled activity) 3/30/17 3. Will CE credit be offered? Yes No N/A 4. Please explain why the association is interested in hosting this event. The Age-Friendly Yarmouth Housing Forum that is planned for Thursday, March 30, from 1 to 5:30 p.m. will inform local seniors and younger residents, housing and service providers, and civic leaders about
2 making the best use of current housing inventory, and feasible options for expanding housing availability, affordability, security, and accessibility. The focus will be on accommodating the needs of those who live here while also contributing to the health and growth of our economy. This Housing Forum is about the development and use of physical buildings and space. In 2015, in collaboration with researchers from UMass-Boston, and supported by funding from the Tufts Health Foundation, the Town of Yarmouth conducted an assessment of the needs of residents ages 18 and older in relation to community assets deemed necessary by the World Health Organization (WHO) Age Friendly Communities Network. Loud and clear, the top priority need across age groups was Housing. The March forum to explore housing options has been in the planning process since results from the assessment were reported. As the first town on Cape Cod to be designated by the WHO as an Age-Friendly Community, Yarmouth has taken the lead and successfully encouraged other Cape Cod towns to assess their needs within the WHO framework. The shortage of available, affordable, accessible housing is the top priority in all of the half dozen towns that have completed an assessment of needs. The Age-Friendly Housing Forum will attract both attendance and media attention from all parts of Cape Cod. The next step after the forum is for the Age Friendly Yarmouth Planning Group to work on a Housing Resource Directory in collaboration with the Cape Cod Planning Commission and Barnstable County. 5. Estimated number of students/attendees for the event Please provide your budget in the framework below. If needed, use the optional Budget Notes area to provide additional details. Grant funds cannot be used for the following: a donation to another organization; as fundraising dollars; as money to hold a fundraiser; to pay for materials for the construction of a home/building; to pay for landscaping materials; to pay for REALTOR association staff time/hours; or to pay for general operating expenses. REVENUE Housing Opportunity Program Grant (enter requested amount) $ 1500 Contribution from your association $ 500 Do not include staff-time or in-kind donations. Contribution from other REALTOR association(s) $ Contribution from non-realtor collaborating partners $ 3500 Admission fee/tickets $ Revenue from sponsors (e.g., booth rental, payment for advertising, etc.) $ Total Revenue $ 5000 EXPENDITURES Venue rental $ Catering/refreshments $ 500 Marketing $ 2000 Speaker fees $ 250 Speaker expenses (travel, lodging, meals) $ 250
3 Printing (training manuals, handouts, etc.) $ 1500 Total Expenditures $ 5000 Budget Notes: We are partnering with Tufts Health Insurance to hold this forum. 7. If applicable, provide details about in-kind contributions the association will make toward the activity. The Association staff will be used to help promote the forum. 8. For local associations: The state association must be notified of this funding request. Please provide the name of the person at the state association most familiar with the request. Mike McDonough - Massachusetts Association of REALTORS 9. State and local REALTOR associations shall only use resources provided by the NAR REALTOR Party Program within their association s territorial jurisdictions as set by NAR. Does the proposed activity adhere to the stated requirement? Yes No If you answered, no, contact Wendy Penn at or HousingOpportunityGrants@realtors.org before submitting this application. 10. If this funding request is approved, do you give NAR permission to share your application with others (either directly or on Realtor Action Center) as an example of a successful application? Yes No NOTE: Application must either be submitted by the AE or the AE must be copied on the submission. completed application to HousingOpportunityGrants@realtors.org. Please direct questions to: Wendy Penn HousingOpportunityGrants@realtors.org
4 NATIONAL ASSOCIATION OF REALTORS 2017 Housing Opportunity Program Grant Application Level 1 Purpose: to hold either the Employer-Assisted Housing or Expanding Housing Opportunities class; to host a speaker who can address specific affordable housing issues; or to hold a meeting with community stakeholders to develop coalition efforts. (Note: Fields will expand as you type) Date: 3/1/2017 Amount requested (Max $1,500): $1, Association name: Richmond Association of REALTORS Number of Members: 4,000 Address: 8975 Three Chopt Road City/State/Zip: Richmond, VA Application Contact Information: Name: Lynn Bivens Phone: (804) lbivens@rarealtors.com Association AE Contact Information (if different from above): Name: Laura D. Lafayette Phone: (804) Llafayette@rarealtors.com 1. Type of event Employer-Assisted Housing Class* Expanding Housing Opportunities Class* Other (please specify in space provided below) A panel discussion geared toward REALTORS, members of the business community, affordable housing practitioners, and local government representatives that recognizes the Richmond region's tenth annual Affordable Housing Awareness Week (AHAW), explores how the landscape has changed in the last decade, and examines what the region's affordable housing priorities should be in the coming years. *A Class Notification Form must be submitted prior to applying for a grant. 2. Date of event (application must be submitted at least 30 days prior to the scheduled activity) April 27, Will CE credit be offered? Yes No N/A
5 4. Please explain why the association is interested in hosting this event. The Richmond Association of REALTORS and the Partnership for Housing Affordability, the non-profit that it oversees, has coordinated AHAW for the last ten years. During this panel discussion, local experts will acknowledge this anniversary by celebrating the policy milestones reached over the last decade and discuss the significant housing needs that still persist in our region due to high poverty rates, stagnant wages, soaring rents and other factors. Panelists include Laura Lafayette, CEO of RAR and board chair of the newly established Maggie Walker Community Land Trust, and representatives from Richmond's Affordable Housing Trust Fund, housing authority, office of community wealth building and a local GIS mapping provider. 5. Estimated number of students/attendees for the event Please provide your budget in the framework below. If needed, use the optional Budget Notes area to provide additional details. Grant funds cannot be used for the following: a donation to another organization; as fundraising dollars; as money to hold a fundraiser; to pay for materials for the construction of a home/building; to pay for landscaping materials; to pay for REALTOR association staff time/hours; or to pay for general operating expenses. REVENUE Housing Opportunity Program Grant (enter requested amount) $ Contribution from your association $ Do not include staff-time or in-kind donations. Contribution from other REALTOR association(s) $ Contribution from non-realtor collaborating partners $ Admission fee/tickets $ Revenue from sponsors (e.g., booth rental, payment for advertising, etc.) $ Total Revenue $ $1, EXPENDITURES Venue rental $ Catering/refreshments $ 750 Marketing $ 150 Speaker fees $ Speaker expenses (travel, lodging, meals) $ 150 Printing (training manuals, handouts, etc.) $ 150 Total Expenditures $ 1200 Budget Notes: Revenue: RAR is not making a specific monetary donation to this program, but makes a $2,500 contribution each year to sponsor overall AHAW activities, along with other sponsors.
6 Expenses: The event will include breakfast for 75 participants; marketing through Constant Contact, flyers and electronic platforms; speaker gifts that will be provided in lieu of travel/speaker fees; and 100 copies of program materials for use at the event and at other AHAW activities. 7. If applicable, provide details about in-kind contributions the association will make toward the activity. RAR is coordinating the planning and the logistics for the event, and will promote it to its stakeholders so that REALTORS are well represented. Laura Lafayette will also donate her time to the panel, and the event is being held on-site at RAR in the building's Atrium, which is normally rented to outside groups for $275 for a half-day. 8. For local associations: The state association must be notified of this funding request. Please provide the name of the person at the state association most familiar with the request. Jenny Wortham, Senior Vice President of Communications and Public Relations, Virginia Association of REALTORS. 9. State and local REALTOR associations shall only use resources provided by the NAR REALTOR Party Program within their association s territorial jurisdictions as set by NAR. Does the proposed activity adhere to the stated requirement? Yes No If you answered, no, contact Wendy Penn at or HousingOpportunityGrants@realtors.org before submitting this application. 10. If this funding request is approved, do you give NAR permission to share your application with others (either directly or on Realtor Action Center) as an example of a successful application? Yes No NOTE: Application must either be submitted by the AE or the AE must be copied on the submission. completed application to HousingOpportunityGrants@realtors.org. Please direct questions to: Wendy Penn HousingOpportunityGrants@realtors.org
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