Insights on Program and Project Reporting for Nonprofits

Program and Project Reporting Presented by Annetta Jenkins, Riviera Beach CDC Executive Director Lynda Charles, CPSFL Vice-President of Housing

Program and Project Reporting - for Multiple Funding Sources Lack of Uniform Data Collection and Tracking System Limited Staff Capacity No Operations Funds Associated with Projects or Program funding. No Sufficient Revenues to Support Operations and Pay for Capacity Building Efforts Partner and Create System Maintain Data Base to showcase your program Raise funds to create systems and Neighborhood Surveys Make Data accessible Community Wide Challenges Opportunities

Does the Grant Amount Matter in Reporting? Larger Grants and Government Funding Small Financial Institution & Foundation Grants $25,000 - $50,000 $50,000 and Higher Government Grants: CDBG HOME SHIP Onerous RFPs and no Operations funding $2,500 to $5,000 Grant $5,000 - $10,000 $10,000 - $25,000 All Requires Application and Reporting with Annual Company Budget and Audited Financial Statements

Example of Evaluation and Reports Burdensome for Smaller Organizations Evaluation Reporting Program Report Financial Report Program Income Analysis funding Annual Report Key Performance Indicators Logic Model Deliverables SMART Goal

Lender Outcomes for Mid-size Grant To that end, in 2017, we completed five new, single family homes that were sold to low- to-moderate income, first time homebuyers. We have a target of acquiring 75 such properties, for low-to- moderate income buyers, from 55%-120% AMI. Project purchase prices will range form $175,000 - $275,000 per unit. This is a projected gross revenue of $16,875,000 over time. One of our top priorities is the rescue of vacant and derelict properties. There are approximately 185 vacant and derelict properties in this neighborhood. This program has the potential to impact at least 75 families directly, 375 families indirectly, or up to 1,500 people. We are in the process of mapping them to provide data for our efforts after this pilot program to reclaim units is completed. Planned for the next fiscal year is a giant mural for the back wall in the award-winning community garden about two blocks away as well as a street tattoo at the intersection of Avenue K and 10th Street. We are creating a strategy to develop an Opportunity Zone Capital Fund for acquisition and construction. This neighborhood will have the attention of at least two major clean up campaigns in the next fiscal year, adding to the beautification of the area.

Goals and Milestones COMMUNITY ECONOMIC DEVELOPMENT SMART HOME PROGRAM Entrepreneurial and emerging small business support, including the Business Certification Program, the Business Coaching Program, Monday Money Matters, Thursday Essentials, Small Business Marketing Initiative; youth entrepreneurship and career training. Assistance for 100 homes: Smart Water , Motion Lights, House Numbers, RING service

Goals and Milestones HOUSING INITIATIVES RIVIERA BEACH RENAISSANCE Assist 25-35 first-time homeowners through Riviera Beach Renaissance, 8-10 rehabilitations/beautifications with general contractors and the Re-entry Program under Neighborhood RECLAIM, 7-10 Paint and Sod homes, property acquisition and development for Renaissance homeownership programs, including 11thStreet Townhome Project. We will debut our development and down payment assistance program for first-time homeowners, to include up to $25,000 for development/acquisition and up to $10,000 in closing cost assistance. Underwriting will be provided by the Agency. Criteria details to be approved by the Board.

Sample Neighborhood Services Group FY19-20 Activities Housing Goals: First time homebuyers 12 homebuyers - $550,000 Rent to Own 2 homebuyers - $250,000 Housing Beautifications 10 - $200,000 Neighborhood RECLAIM Various parcels - $1,177,500 BUDGET - $2,177,500

Sow and Grow Garden Program Metrics 10 new apps/in progress Can distribute 20-25 additional kits Phase Two will kick off on March 1st. 50 additional applications Seedlings ready to distribute to existing gardeners week of February 15th Cooking demo held on January 19th; 25+ attendees. Recipient of BB & T/Truist Lighthouse Award. Our second award. Budget: $27,500 Allocation $ 7,000 Donations 118 applications received 96 kits have been distributed 6 apps were non-residents 6 apps have not picked kit up or do not have transportation (making arrangements to deliver)

Federal, State, and Local Governmental Metrics Tied to Request for Proposals, Response, and Contract Deliverables Measured against timelines and progress to date weighed against Funding Deadlines Monitoring, evaluation, compliance, and documentation. Square Feet develope d Program delivery goals #Clients Served # Units

Result to Date Measurement At least 20-25 members by May 2022 As of May 2022, we had 105 members Total of 100 attendees, cumulatively 75 attendees YTD Assessments of 100 customers 90 assessments Credit reports of at least 25 members 45 credit reports Case management to bank decision at least 15 members 10 pre-qualified by lenders At least 5 new homeowners 1 closed, 14 income certified, 2 in closing, 2 in construction At least 1 homebuyer open house Held 3 virtual homebuyers open houses At least 75 members to complete the session 81 members completed the program

Measurement Result to Date At least 20-25 members by August 2020 As of August 2020, we had 26 members Total of 100 attendees, cumulatively 45 attendees YTD Assessments of 100 customers 90 assessments Credit reports of at least 25 members 25 credit reports Case management to bank decision at least 20 members 12 pre-qualified by lenders At least 5 new homeowners 1 closed, 16 income certified, 16 in income certification At least 1 homebuyers fair Held virtual homebuyers tour in December 2020 At least 20 members to complete the session 26 members completed the Session II Program

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