NATIONAL ASSOCIATION OF REALTORS 2017 Housing Opportunity Program Grant Application Level 2

Transcription

1 NATIONAL ASSOCIATION OF REALTORS 2017 Housing Opportunity Program Grant Application Level 2 January 15 May 15 September 15 February 15 June 15 October 15 AT IO N Please check the box of the application deadline for which you are applying. March 15 July 15 (Note: Fields will expand as you type) AP Application Contact Information: Name: Scott Knickmeyer Phone: scottk@lcaor.com I Association name: Lake County Association of Realtors Number of Members: 195 Address: PO Box 280 City/State/Zip: Lakeport CA C Date: March 14, 2017 Amount requested (Max 5,000): 3,500 April 15 August 15 E Association AE Contact Information (if different from above): Name: Scott Knickmeyer Phone: scottk@lcaor.com M 1. Date of activity (or timeframe if an ongoing activity): Note: NAR will not consider applications for activities that have already taken place or that will occur before applications are reviewed and processed, which takes approximately six weeks from the submission deadline. 6/10/17, 7/08/17, 8/12/17 SA 2. What type of activity (e.g. housing fair, forum, housing study, etc.) are you planning? County-Wide Open House 3. Describe the proposed activity. Be specific about the details of how the activity will be executed. We will be putting on a large open-house event to promote Lake County as an affordable place to live. Our county is surrounded by areas with very expensive housing and many working people are priced out of the market. This event will help to show people that, with the help of downpayment assistance programs, they may be able to afford to buy a home and realize the American Dream. By partnering with the Chamber of Commerce and related business, we want to show that Lake County is an excellent place to live.

2 4. Explain why this activity is needed in your community/state and how the activity will address that need. We plan to showcase how affordable our housing is compared with nearby counties. We will have lender participation at the open homes to help explain financing oportunities. 5. How does the activity fit into the association s affordable housing strategy or overall strategic plan? This activity will address our Community Outreach part of our strategic plan, by educating the public in available downpayment assistance, as well as financing options. Our vision is "to help Realtors to improve the consumer experience"; this open house event will help our members to achieve this. 6. What are the expected outcomes of the activity? We expect that the number of open homes through Lake County be an estimated 45; we anticipate 200 members of the public to attend one or more of the open houses. Public education on downpayment assistance programs, financing programs (especially for first time homebuyers), and provide a forum for our members to help improve the consumer experience. 7. Based on the expected outcomes identified in question #6; describe how the association will measure success. Success will be measured by feedback provided by consumer and Realtor participants. We will offer a prize in exhange for consumer participation in a survey that allows us to assess their experience and their interest in the area. Success will also be measured by the number of of open homes (target = 45 open house) and by number of participants from the public (target = 200 members of public). 8. Describe the ways this activity will benefit the REALTOR association and its members. This event will provide both a positive consumer experience, and a positive event to assist the association members in their individual businesses. It will foster cooperation with the local business community as well as the members amongst themselves. 9. Describe the ways that REALTORS will be involved in the planning and execution of the activity. There is a task force coordinating this event that is comprised of a number of our Realtor members, affiliate members, plus the association executive. Realtors and the affiliates will plan the event and its advertising, and host the open houses. 10. Describe the ways association staff will be involved in the planning and execution of the activity. The association will facilitate the task force meeting planning, work with the Lake County Chamber of Commerce, work with the website developer, assist in distributing the prizes and promotional materials to the participating brokerages, and be available to assist as needed on the day of the event. 11. List any organizations that will partner with your association in the activity. Describe their role(s) in the activity. Lake County Chamber of Commerce: assist in promotion. 12. 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.

3 C I EXPENDITURES Venue rental Catering/refreshments Marketing Speaker fees Speaker expenses (travel, lodging, meals) Printing (training manuals, handouts, etc.) Other (specify): Total Expenditures AT IO N REVENUE Housing Opportunity Program Grant (enter requested amount) Contribution from your association Do not include staff-time or in-kind donations. *If contribution is 0, provide an explanation below in Budget Notes. 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.) Other (specify): Total Revenue AP *A financial contribution from the association is not required but is encouraged as a show of commitment. If the association is unable to contribute financially, please use the Budget Notes area to explain why a contribution is not possible. E Budget Notes: The Marketing line item is planned for 3 sets of open houses as follows: 3-"7-day" sets of online ads with 350 (total 1,050); 3-Sunday Real Estate Section ads + 30,000 digital impressions + Saturday Life Section adsof the Santa Rosa Press (total 3,084); 3 sets of 1" X 6" banner ads on printed issues of Lake County (307.98) M 100 color printed posters layout and printing 12" X 16": 895 SA The line item under "Other" expenses is for balloons, signage, and give-away prizes to offer in exchange for participating in the survey. 13. If applicable, provide details about in-kind contributions the association will make toward the activity. N/A 14. 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. Julissa Gomez, julissag@car.org, California Association of Realtors

4 15. Has your association applied for funding for THIS activity from any other NAR grant program including Smart Growth, Diversity, Issues Mobilization, RPAC, or Game Changer? Yes No If yes, provide the following information: To which grant program did you apply: When did you apply: How much funding was requested: How much funding was awarded: 16. 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. 17. 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

5 NATIONAL ASSOCIATION OF REALTORS 2017 Housing Opportunity Program Grant Application Level 2 Please check the box of the application deadline for which you are applying. January 15 February 15 March 15 April 15 May 15 June 15 July 15 August 15 September 15 October 15 (Note: Fields will expand as you type) Date: March 10, 2017 Amount requested (Max 5,000): 5000 Association name: North San Diego County Association of REALTORS Number of Members: 4400 Address: 906 Sycamore Ave., #104 City/State/Zip: Vista, CA Application Contact Information: Name: Shirley Carroll Phone: shirley@nsdcar.com Association AE Contact Information (if different from above): Name: Rich D'Ascoli Phone: rich@nsdcar.com 1. Date of activity (or timeframe if an ongoing activity): Note: NAR will not consider applications for activities that have already taken place or that will occur before applications are reviewed and processed, which takes approximately six weeks from the submission deadline. Date - TBD The committee is looking into the month of either June or September / October What type of activity (e.g. housing fair, forum, housing study, etc.) are you planning? Community Housing Fair 3. Describe the proposed activity. Be specific about the details of how the activity will be executed. The Community Housing Fair will be more inclusive as it relates to the various functions of homeownership. Although the primary reason will be to educate the community on how to become homeowners by outlining qualifications as well as informing them of the variety of programs that are available to assist them. In addition, we will also inform those that are already homeowners how to increase the value of their home, if they would like to sell to either upgrade for more space or to downsize if that applies.

6 The Community Housing Fair will include a 30 minute presentation on the below topics in giving them an idea of the home buying process. Why use a Realtor Home buying Process Lending/Credit Assistant Programs After the 30 minute presentation attendees will be able to visit booths/tables of real estate industry experts relating to different subject matter such as Credit Counselors, Assisted Programs, Appraisers, Home Stagers, Home Inspectors, Tax Informstion, Attorney - Q & A Table allowing them to ask any home buying / selling questions. Those participating in this event understand there is NO SOLICITATION of the attendees. 4. Explain why this activity is needed in your community/state and how the activity will address that need. The data provided is concentrated in the North County area. Although North County includes additional zip codes, we have selected the zip codes which have the most comprehensive statistics. The statistics below indicates there is a large segment of the population to educate on how to become home owners.(source NSDCAR Community Reports)**SEE LAST PAGE ADDITIONAL INFORMATION TO #4 City Homeowner Renters Vacancies Carlsbad 60% 33% 7% Encinitas 61% 32% 7% Escondido 67% 38% 5% Vista 46% 44% 10% San Marcos 59% 36% 5% Oceanside 50% 44% 6% 5. How does the activity fit into the association s affordable housing strategy or overall strategic plan? To inform and increase the awareness of the possibility of home ownership by introducing them to industry experts that are part of the home buying process. It will also give existing homeowners the opportunity to explore the idea of upsizing or downsizing according to their family needs by giving them the tools and resources to do so. NSDCAR Mission Statement The North San Diego County Association of REALTORS Advocates for Property Rights and Enables the Professionalism of Our Members 6. What are the expected outcomes of the activity?

7 The main objective is education. To increase home ownership within the community and surrounding areas is beneficial to the individuals, the community and the economy. By enhancing the Realtors knowledge on programs available to assist their clients will widen the opportunity of home ownership. 7. Based on the expected outcomes identified in question #6; describe how the association will measure success. We will measure the success of the event by the number of attendees which will show there is an interest in home ownership and also the completion of an evaluation form. 8. Describe the ways this activity will benefit the REALTOR association and its members. This workshop will give Realtors increased knowledge of the many financial options available within the various counties in which they work as the amount alloted is different per county area. In addition to financial help, they will receive information regarding lending, credit issues and what consumers need to know when selecting a Realtor and why they should work with a Realtor versus a Real Estate licensee. REALTORS should know more about available programs than the consumer, so keeping REALTORS informed is essential 9. Describe the ways that REALTORS will be involved in the planning and execution of the activity. The Housing Opportunities Committee, consist mainly of Realtors and are heavily involved in the development and implementation of this program as they see the value to Realtors and the the community. Brokers are onboard to share and promote the event to their agents and clients. Realtors will help with venue set up, registration, welcoming attendees and be available to speak at the events if requested 10. Describe the ways association staff will be involved in the planning and execution of the activity. Staff will oversee and coordinate the entire event. Some of the tasks required will be the creation and distribution of posters, postcards and flyers. Staff will also market and promote the event, select and coordinate the venue, create and maintain a database of attendees, including the many housekeeping requirements needed when providing an event with so many moving part. In addition, staff will be available to assist the Realtors with any promotional needs they may have. 11. List any organizations that will partner with your association in the activity. Describe their role(s) in the activity. Housing Opportunity Collaborative which is a tax exempt non-profit organization consisting of HUD approved housing counseling and fair housing agencies, housing related nonprofits and business organizations, and governmental agencies that support all aspects of housing rights and responsibilities. 12. 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) 5000 Contribution from your association 2000 Do not include staff-time or in-kind donations. *If contribution is 0, provide an explanation below in Budget Notes.

8 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.) Other (specify): Total Revenue 7000 EXPENDITURES Venue rental 1200 Catering/refreshments 500 Marketing 3500 Speaker fees 300 Speaker expenses (travel, lodging, meals) 1000 Printing (training manuals, handouts, etc.) 600 Other (specify): 200 Total Expenditures 7300 *A financial contribution from the association is not required but is encouraged as a show of commitment. If the association is unable to contribute financially, please use the Budget Notes area to explain why a contribution is not possible. Budget Notes: 13. If applicable, provide details about in-kind contributions the association will make toward the activity. In-kind contributions will be in the form of PR for planning, production, marketing, promotion and member outreach in the form of office visits, caravans and marketing sessions. Registrations prior to the event and including the day of the event. Follow up meetings to analyze the event to determine if changes will need to be made for the second event. In addition, tracking and maintaining the data of the attendees in order to survey them to determine the success of the event. Association meeting rooms will be used for HOC meetimgs to plan upcoming event. Website will also be used to promote workshops 14. 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. Julissa Gomez, Manager of Fundraising & Housing Opportunit 15. Has your association applied for funding for THIS activity from any other NAR grant program including Smart Growth, Diversity, Issues Mobilization, RPAC, or Game Changer? Yes No If yes, provide the following information: To which grant program did you apply: When did you apply: How much funding was requested: How much funding was awarded:

9 16. 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. 17. 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

10 NATIONAL ASSOCIATION OF REALTORS 2017 Housing Opportunity Program Grant Application Level 2 January 15 May 15 September 15 February 15 June 15 October 15 AT IO N Please check the box of the application deadline for which you are applying. March 15 July 15 (Note: Fields will expand as you type) Date: 3/13/2017 Amount requested (Max 5,000): 3500 AP Application Contact Information: Name: Kevin Plaz Phone: kevinplatz@crrealtors.org I C Association name: Cedar Rapids Area Association of REALTORS Number of Members: 867 Address: st Ave NE City/State/Zip: Cedar Rapids, IA April 15 August 15 E Association AE Contact Information (if different from above): Name: Phone: M 1. Date of activity (or timeframe if an ongoing activity): Note: NAR will not consider applications for activities that have already taken place or that will occur before applications are reviewed and processed, which takes approximately six weeks from the submission deadline. Thursday, May 25, 2017 SA 2. What type of activity (e.g. housing fair, forum, housing study, etc.) are you planning? Cedar Rapids Metro Area Affordable Housing Bus Tour 3. Describe the proposed activity. Be specific about the details of how the activity will be executed. The Housing Fund for Linn County will partner with several area affordable housing providers, the City of Cedar Rapids, and the Cedar Rapids Area Association of Realtors (CRAAR) to offer bus tours showcasing a range of existing affordable housing in the community. The tours will be offered to elected officials and community leaders. It is a collaborative effort of several providers who have been part of a group that has been meeting for many years, with a goal of enhancing the provision for more affordable housing in a more supportive and highly efficient manner. Organizations that have been a part of the group, which convenes at the Cedar Valley Habitat for Humanity affiliate office are: Affordable Housing

11 Network, Inc.; Cedar Valley Habitat for Humanity; City of Cedar Rapids; Hope Community Development Association; Horizons, A Family Service Alliance; Housing Fund for Linn County; Matthew 25; and Neighborhood Development Corporation. The collaboration is planning to offer two bus tours one in the late morning and one in the early afternoon, in order to increase attendance by providing time options. In addition, a lunch will be served to both groups at the same time, which will provide an opportunity for each organization to highlight their accomplishments and give a broader view of all of their affordable housing activities. Each collaborative partner will choose properties they would like to highlight in the tour. Further, properties located in a mix of neighborhoods in a variety of locations throughout the metro area will be selected for the bus tours. A mix of single-family, owner-occupied, multi-family and rental will be selected for the tour, as well. Attendees will be given a map and brief information on each property, so that they can better understand affordable housing initiatives. The bus tours will provide an opportunity for the attendees to more fully witness the feel of the neighborhoods and how the affordable housing fits into them. The tour guides will provide a brief history or information on each property as the bus drives by, allowing the attendees to better understand and visualize the positive impact the housing and its residents have had on the neighborhood. 4. Explain why this activity is needed in your community/state and how the activity will address that need. The goal of the bus tours is to better educate elected officials and community leaders on what affordable housing is, how it fits into a variety of neighborhoods and who may be living in the housing. The collaborative partners have discussed and experienced the public misconception associated with affordable housing. The partners want to demonstrate the positive impact affordable housing and its residents have on communities and neighborhoods. By conducting the bus tours, the collaboration hopes to demonstrate that affordable housing is already located throughout the community and their neighbors do not even realize it. The collaborative partners believe that if bus tour participants can see the variety of types of affordable housing in a variety of locations that it will help dispel the misconceptions that people have about it and garner stronger support in the future. The partners recognize that there are many segments of society that hold misconceptions about affordable housing and its residents: elected officials, city and county staff, developers, and community citizens and leaders. The partners determined that the segment they would first like to target and invite to the bus tours are the elected officials and community leaders, since they are the decision makers and potentially the most influential in garnering support for more affordable housing throughout the community. 5. How does the activity fit into the association s affordable housing strategy or overall strategic plan? The CRAAR has been a strong proponent of affordable housing in this community for many years, recognizing it as an essential ingredient, to not only a healthy housing market but to a healthy community as a whole. Much of the affordable housing stock in Cedar Rapids and the CRAAR was

12 destroyed during the 2008 flood. Because of this the CRAAR has partnered with the City of Cedar Rapids in creating an affordable housing initiative for the community, not only identify what affordable housing is available but also the current and future needs. For communities to thrive, businesses within those communities must be competitive, and the people employed by the businesses must earn enough at the very least to afford life s basic necessities. Affordable housing ranks within the top three necessities when workers are looking to begin or grow their career. Affordable, urban housing is even more important for millennials and younger generations when considering what community, they want to live, work and spend their discretionary income. 6. What are the expected outcomes of the activity? 1) Elected officials, community leaders and other stakeholders will develop an improved understanding of what affordable housing is, what it looks like and who lives in it. Through partner testimonials, these individuals and groups will see the face of affordable housing. 2) Media coverage of the event will highlight the good work that s already happening in our community and emphasize the need to do more. 3) Partners in the local affordable housing group will band together and further strengthen their collaborative efforts in the affordable housing and neighborhood building sector. 4) Additional partners will be brought to the table, allowing the group to expand its vision and broaden its strategic efforts in the future. 5) The CRAAR and local affordable housing organizations will present a unique, impactful program that will solidify their joint efforts toward realizing the dream of a community where all families and individuals have safe, decent and affordable places to live. 7. Based on the expected outcomes identified in question #6; describe how the association will measure success. The CRAAR will measure the success of the tour by having full attendance on the buses, media coverage from newspaper and local news outlets as well as REALTOR participation. The long term success can be measured by an increase in workforce partnerships with local companies to promote affordable housing, future events that focus on affordable housing and utilization of the City of Cedar Rapids assistance program. 8. Describe the ways this activity will benefit the REALTOR association and its members. One of the initiatives of the CRAAR s strategic plan is to be seen by the public, media and elected officials as the leading advocate for private property rights and real property ownership. The event will help the CRAAR build a stronger alliance with the City of Cedar Rapids and local housing non-profits while educating the public, hence furthering our mission. The members of the Association will be able to market their properties and gain accesses to potential buyers/sellers 9. Describe the ways that REALTORS will be involved in the planning and execution of the activity. CRAAR staff and volunteer leadership will be involved in researching and selecting the housing that will be highlighted. Everyone involved will be asked to promote the event within their offices. The public relations committee of the CRAAR will be asked to promote the event through a myriad of channels. Realtors members will be asked to volunteer when necessary.

13 AT IO N 10. Describe the ways association staff will be involved in the planning and execution of the activity. The Association Executive will continue serving on the task force as well as volunteer when needed at the event. He will show his support and promote the event when he is meeting community business leaders and at REALTOR events. Staff will help design and distribute promotional material, promote the event on their Facebook page and website. I C 11. List any organizations that will partner with your association in the activity. Describe their role(s) in the activity. Affordable Housing Network, Inc. Cedar Valley Habitat for Humanity City of Cedar Rapids CRAAR Hope Community Development Association Horizons, A Family Service Alliance Housing Fund for Linn County Matthew 25 Neighborhood Development Corporation 12. 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 AP 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. M E REVENUE Housing Opportunity Program Grant (enter requested amount) Contribution from your association Do not include staff-time or in-kind donations. *If contribution is 0, provide an explanation below in Budget Notes. 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.) Other (specify): Total Revenue SA EXPENDITURES Venue rental Catering/refreshments Marketing Speaker fees Speaker expenses (travel, lodging, meals) Printing (training manuals, handouts, etc.) Other (specify): Total Expenditures

14 *A financial contribution from the association is not required but is encouraged as a show of commitment. If the association is unable to contribute financially, please use the Budget Notes area to explain why a contribution is not possible. Budget Notes: The CRAAR will most likely be asked to provide financial support of the event IF funding cannot be secured. The CRAAR donates 2500 yearly to the Housing Fund for Linn County as well as Habitat for Humanity. 13. If applicable, provide details about in-kind contributions the association will make toward the activity. Printing of promotional material. 14. 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. Ms. Jamie Rix 15. Has your association applied for funding for THIS activity from any other NAR grant program including Smart Growth, Diversity, Issues Mobilization, RPAC, or Game Changer? Yes No If yes, provide the following information: To which grant program did you apply: When did you apply: How much funding was requested: How much funding was awarded: 16. 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. 17. 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