City of Bellingham

Planning & Community Development Department

Neighborhood Matching Fund Program

 

SMALL AND SIMPLE PROJECTS FUND

2005 Guidelines

 

 

PURPOSE

 

Your community organization has the opportunity to apply for a Small and Simple Projects Fund reimbursement grant.  The Small and Simple Projects grant of up to $2,500 allows neighborhood organizations and others to complete projects beneficial to the entire community. 

 

CRITERIA

 

Applications will be reviewed and rated according to the following criteria.  Meeting all the criteria will increase the competitive position of your application.  100 points are possible as follows:

 

20 points         The application is complete with correct accounting figures.  It is received on or before the deadline of 5:00 p.m. on Friday, February 25, 2005. 

 

20 points         The project is well-planned and ready to proceed upon approval.  The project budget is realistic and well thought out.

 

20 points         The project includes significant neighborhood participation in selecting, planning, and carrying it out.  The project illustrates opportunities for self-help and has diverse neighborhood support.

 

20 points         The project has a citywide benefit.  Project activities are a creative solution to a recognized neighborhood need or problem. 

 

20 points         The project includes a community “half match” (see Community Match, page 3).  The applicant can demonstrate that the match is secured and ready to be expended.

 

 

 

 

 

DEADLINE AND GRANTING PROCESS

 

Deadlines are firm.  Submit an original and one (1) photocopy of your application and budget pages to the Planning & Community Development Department, City Hall, 210 Lottie Street, Bellingham, by 5:00 p.m. on Friday, February 25, 2005.  The project must be completed in full by December 31, 2005.

 

Requirements:  Community projects must have a citywide benefit and be open to all members of the community.  The project must have approval, if required, from the Planning, Public Works, Building Services and/or Arts Commission prior to application.  The project must be viable before you apply for funding.  The City of Bellingham shall receive an acknowledgment commensurate with its level of financial support on all printed advertisements, programs and flyers.

 

Notification:  A letter of notification will be sent to the contact person within 25 working days (approximately one month) of the application deadline, notifying applicants of award decisions and specific conditions, if any, that need to be met before a contract is executed.

 

Contracting:  Within 50 working days (approximately 10 weeks) of the application deadline, a contract between the community organization and the City is finalized and signed, authorizing the project to begin.  Until all parties sign the Agreement for Services contract, the City has no responsibility to reimburse the organization for any expenses incurred before the contract is executed.  Be aware that awards may be rescinded for projects not ready for contracting within 50 working days of the application deadline.  “Working days” are Monday through Friday, excluding holidays.

 

Project Completion:  When the project is completed in full, the applicant will submit for reimbursement of approved expenses as provided for in their contract.  The applicant shall submit a Match Expenditure Statement and Final Written Report with their reimbursement request.  The Match Expenditure Statement shall verify the donated goods, services and/or labor being reported have been received and used during the project.  The Final Written Report shall summarize the project’s successes and lessons learned.  The reimbursement invoice, Match Expenditure Statement and Final Written Report must be submitted within thirty (30) days of the project’s completion.

 

ELIGIBLE APPLICANTS

 

A neighborhood association, community organization, or group of businesses that draws its membership from a designated geographic neighborhood in Bellingham is eligible.

 

Individual applicants may be eligible provided they can prove support of neighborhood/community.

 

An ad hoc group of neighbors who form an organization to work on a specific project.

 

The applicant group must have an open membership, have a non-discrimination membership policy, and actively seek the involvement of neighborhood residents and/or business proprietors.

 

ELIGIBLE PROJECT TYPES

 

Your project must be completed on or before December 31, 2005 and require $2,500 or less from the Small and Simple Project Grant.

 

 

The numbered points under each project category list information you will need to provide or documentation you will need to include in your application as attachments.

v  Community Organization Project – Creates, diversifies or enlarges the membership of a multi-issue community organization in a neighborhood.

1.         Tell us if your project expands an existing group or creates a new one.

2.               Tell us what organizations already exist in your neighborhood and how yours will fill a gap not currently met by existing groups.

 

v  Community Physical Improvement Project – Build or enhance a tangible (physical) improvement in your neighborhood/community.

1.               Provide proof of the property owner's permission to construct your proposed improvement.

2.               Provide written approval from the Public Works, Planning, Building Services Departments and/or Arts Commission.

2.         Include information on how installation, landscaping and on-going maintenance will be provided.

3.         If this project is proposed for Bellingham Public Schools-owned property, you must provide proof of approval by the school district.  Attach a copy to your Small and Simple Projects Fund application.

 

v  Community Non-Physical Improvement Project – One-time events such as a festival or event, training session or educational campaign, program or workshop.

1.         Provide the start date, end date, and location of the proposed project.

2.         Provide proof of the property owner's permission to use the property for this purpose.

3.         Provide a statement as to the citywide benefit. 

 

v  Public School Partnership Project – Pilot or start-up program that directly benefits a public school and the immediate neighborhood.

1.         Describe how neighborhood residents in addition to students, parents, and teachers of the school, have been involved in planning the project and how they will be actively involved in project implementation.

2.         Explain how neighborhood residents and the community will benefit from the completed project.

3.         For a physical improvement project, you must provide proof of approval by the school district.  Attach a copy of it to your Small and Simple Projects Fund application.

4.         For a project that is not a physical improvement, attach a letter of approval from the school principal.

 

COMMUNITY MATCH

 

As a practical matter, applications need a matching contribution to receive funding.

 

Recommended Ratios:  For a Neighborhood Organization project, you should provide a $1 to $2 match or a "half match."  For example, if you request $1,000 from the Small and Simple Projects Fund, your application should prove your organization can come up with a match package valued at $500 or more. 

For a Community Improvement (either physical or non-physical), or a Public School Partnership project, you should provide a dollar-on-dollar match.  For example, if you request $1,000 from the Small and Simple Projects Fund, your application should prove your organization can come up with a match package valued at $1,000 or more. 

 

Eligible Components:  Your total match package can include components from any combination of the following four (4) categories:

v  Volunteer labor valued at $10 per hour.  Volunteer hours are also called "in-kind" match.

v  Donated professional services or skilled labor valued at the "reasonable and customary rate" higher than the $10 per hour for most types of volunteer of in-kind labor.

v  Donated materials or supplies such as art materials, lumber, or trees.  Such donations are also called "in-kind" match.

v  Cash that you have "in hand" such as dues paid to your organization and approved for use on your project, or cash and checks you have already collected for your project by going door-to-door in your neighborhood.  Or it can be money that you will raise during the course of your project by holding fundraising events such as bake sales or by getting pledges from community organizations and businesses; also grants for your project from foundations and other entities.  Funds from other City departments are not eligible for a neighborhood match.

 

Verification:  A key to making your application competitive is to demonstrate that your community match is ready to go.  There are a number of options you can use to prove that your cash match, in-kind materials, and/or in-kind volunteer time are secured.  Review the list below for what kinds of documentation you can attach to your application to prove match security:

1.         Volunteer Time (also called In-Kind Match)

v  Sign-up forms showing names, addresses (including zip codes that tell us these volunteers are from your neighborhood), phone numbers, number of hours each person is willing to donate, and type of labor.

v  Phone log showing the same information as a sign-up form plus a column showing the date you secured each person's volunteer time over the phone.  Although this requires you to do a question-and-answer session with each volunteer and fill out the form for each, this may be the fastest way for you to get commitments.

v  Pledge letters from individuals promising to donate a specific number of hours and explaining what type of work each will do for your project.

v  Pledge letters from community council chairs, agency volunteer coordinators, etc., stating they will personally be responsible for rounding up a specific number of their members for a specific number of hours to do specific tasks.  For example, "I will ensure that 20 members of the Columbia Neighborhood Association will work four hours each on Saturday, September 16, 2005, amending soil and planting trees and bushes for the Columbia Pocket Park project."

 

2.         Donations of Materials, Supplies, and Things (the other type of In-Kind Match)

v  Pledge letters on company letterhead pledging a specific material donation and its retail value.  For example, "$500 in lumber from Beta Hardware to build a tool-shed for the Birchwood Community Garden," or "$250 donated photocopying for flyers and advertising, for the Dickens of a Holiday Festival in Old Town.”

v  Invoice or bid form showing type of donation and value.  For example, "Design of 8.5" x 11" advertising flyer ($250), printing 5,000 copies ($250), postage and distribution ($700) donated by A-1 Mailing House for the Fairhaven Environmental Festival project, to be delivered the week of 10/9/05."

 

3.         Cash Match

v  Fundraising plan – If your cash match is not secured by the application deadline, provide a detailed fundraising plan including a timeline and stating methods for raising cash and how much money you expect to raise with each method or event.  If you need to raise a lot of money be sure to describe the fundraising experience of the individuals or organization involved.  Your fundraising plan will be reviewed for credibility.  If you are applying for grants to other funders as a portion of your fundraising plan, be sure to provide us with a list of funders you will be approaching, amount you are requesting from each, and their funding decision dates.

v  Photocopies of bank statements – If you have already collected your cash match, a copy of a recent bank statement for the account in which you are holding the funds is a good way to show that you are ready to proceed.

v  Photocopies of checks – This is a good way to show both that you have the money in hand and how many people from your community pitched in to help you achieve your fundraising goal.

v  Photocopies of commitment letters – If your project has been granted or promised funding but you haven't received the money by the time of your Small and Simple application deadline, or the funding is dependent upon your project receiving a Small and Simple Projects Fund award, you can provide letters of commitment from the donors or funders on their letterhead.

 

Match Guidelines: 

1.         Your match components must be appropriate to the goals of your project.

2.         Your match must be expended during the life of the project - neither before an award is made nor after the contract has ended.

3.         At least 25% of your required match package must come from the neighborhood itself, as opposed to other funders, the School District, or other government bodies.  For example, if you are requesting a $1,000 award to build a playground, you are required to provide a match of $1,000 and demonstrate that at least $250 (25% of the $1,000 requested award) of your match – labor, materials, and dollars – comes directly from neighborhood residents or businesses.  If, as with most organizations, your match exceeds the $1 to $1 recommendations, you are not obligated to boost the percentage of match from the immediate neighborhood.  Most organizations have no problem meeting the 25% neighborhood portion of the required match package, and usually exceed the 25% requirement.

4.         You cannot count assistance from City staff or funds from other City sources as match.

5.               You cannot count your time spent preparing your application or time spent fundraising for your project as match except as noted in the Starter Match section of these guidelines.

6.               Professional services or skilled labor can be donated as match or hired for a fee, but professionals who donate their services cannot also receive compensation from the award money.  This ensures that persons hired to provide services are selected on the basis of their qualifications, not on their ability to donate services.

 

FISCAL AGENT

 

The expenditure of government dollars is always subject to public scrutiny.  The Community Matching Fund program must be able to prove to the public that public benefit was derived from your use of a Small and Simple Projects Fund award.  You will need a person (fiscal agent) to handle and account for your award funds and any cash you've raised that is part of your neighborhood match.  Your organization may be able to act as its own fiscal agent or you may select another group or individual to act as your fiscal agent.  An individual can serve as your fiscal agent provided the person obtains a tax identification number (easy to do) and files an additional form with the IRS at the end of the year.  The City’s Finance Department needs the tax identification number or a completed W-9 form before it can reimburse you or your fiscal agent.  It is more usual to arrange with a non-profit organization or business to act as your fiscal agent.  Your project fiscal agent can either charge you for the service or donate time as neighborhood in-kind match.  The cost of fiscal agent services can be included in your project budget.

 

ADVERTISING AND PROMOTION

 

Any promotional materials about your project must mention that the project is made possible by a Small and Simple Project grant from the City of Bellingham commensurate with the City’s level of financial support and include the City of Bellingham logo.  Contact the Community Development office to obtain the logo.

 

AMERICANS WITH DISABILITIES ACT (ADA)

 

All Small and Simple Fund projects must demonstrate a good faith effort to comply with the ADA of 1991.  This Act extends civil rights protection to persons with disabilities.

 

SMART SHOPPING

 

For your project, whether you are purchasing landscaping rocks or printing a festival program, you should shop around and get at least three (3) bids for your significant expenses.  You can show us you've done your homework by including copies of the bid sheets (or just the lowest bid) as an attachment to your application, but you cannot commit to the purchase until AFTER you have been notified by letter that you have received your Small and Simple Projects Fund award and signed a contract.

 

The same advice also goes for hiring.  Whether employing a volunteer coordinator or contracting out to a consultant, you should advertise for applicants and interview more than one.  You can include this process in your application as a step in your work plan.

 

APPLICATION PREPARATION TIME

 

Although you cannot count most of your time spent preparing your application as match, you are allowed to include in your match package ten hours (valued at $100) representing the effort you have put into the preparation of your application.  In the Personnel section of the budget, enter "Application Preparation" under "Item" and "$100" under "Neighborhood In-Kind."

 


City of Bellingham

Mayor's Office

Neighborhood Matching Fund Program

 

SMALL AND SIMPLE PROJECTS FUND

2005 Application

 

 

Submit the original and one (1) copy of the application form and attachments to the Planning & Community Development Department, Bellingham City Hall, 210 Lottie Street, Bellingham, WA 98225.  The application and copy must be received by 5:00 p.m. on Friday, February 25, 2005.  This form is also available on the Community Development page of the City’s website at www.cob.org.  You may complete it electronically, but we do require a signed original and paper copy.  Call Nicole Oliver at 676-6880 with any additional questions you may have.

 

 

________________________________________________________________________________

Applicant Organization/Community Group

 

________________________________________________________________________________

Project Contact Person

 

_________________________________________________          __________________________

Mailing Address                                                                                               Zip Code

 

_________________________     _________________________     _________________________

Day Phone                                            Evening Phone                                     E-mail Address

 

________________________________________________________________________________

Project Name

 

__________________________________________________        __________________________

Project Location (Address)                                                                              Zip Code

 

________________________________________________________________________________

Neighborhood

 

Briefly describe the project in 50 words or less:

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL Small and Simple Projects Fund award request from the City:            $____________________

 

TOTAL value of community match (neighborhood's contribution):                                                                                                                                    $____________________

 

TOTAL PROJECT COST:                                                                                          $____________________

The signatory declares that s/he is the elected Chair or President of the applicant organization, assures that a majority of members of the organization's governing board have voted to undertake this project, and assures that any funds received as a result of the application will be used only for purposes set forth herein, and that s/he has read and understands the Small and Simple Project Fund Guidelines and Application.

 

 

______________________________________

Name (print)

 

______________________________________

Title (print)

 

 

I have read and understand the contents of this Agreement.

 

 

_____________________________________                                              __________________________

Signature                                                                                                         Date

 


1.         Project Information

Describe your proposed project.  What do you want to do?  Why do you want to do it?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.         Community Involvement

Demonstrate broad participation by community residents in your project by providing how you contacted them, how many became involved, and what sectors of your community they represent.  Provide specific examples of how they participated in selecting and planning your project and how they will be involved in carrying out the project.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.         Project Budget

It is helpful if in your budget you group together related items.  For example, group tools such as hammers with material such as lumber and nails.  The budget tables display four (4) categories: 

1)     Materials and Equipment,

2)     Personnel,

3)     Services, and

4)     Construction and Capital. 

You may have entries for all four (4) categories or for just numbers 1 or 2.  If you have more line items than the grid provides for, use another sheet of paper.  Column F, Actual Costs, is completed upon completion of the project and submitted with your Final Written Report.

MATERIALS AND EQUIPMENT

A

B

C

D

E

F

1)         Materials and Equipment Item             Description

Estimated Total Cost

City's Small & Simple Funds

Neighborhood In-Kind  (Donated Things)

Community Cash Match

ACTUAL COST

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Subtotal Materials and Equipment

 

 

 

 

 

 

 

PERSONNEL ITEMS

A

B

C

D

E

F

2)         Personnel Item Description

Estimated Total Cost

City's Small & Simple Funds

Neighborhood In-Kind  (Donated Time)

Neighborhood Cash Match

ACTUAL COST

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Subtotal Personnel

 

 

 

 

 

 

SERVICES ITEMS

A

B

C

D

E

F

3)         Services Item Description

Estimated Total Cost

City's Small & Simple Funds

Neighborhood In-Kind  (Donated Services)

Neighborhood Cash Match

ACTUAL COST

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Subtotal Services

 

 

 

 

 

 

 

CONSTRUCTION AND CAPITAL

A

B

C

D

E

F

4)         Construction and Capital Item     Description

Estimated Total Cost

City's Small & Simple Funds

Neighborhood In-Kind  (Donated Construction Package)

Neighborhood Cash Match

ACTUAL COST

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Subtotal Construction/Capital

 

 

 

 

 

 

BUDGET GRAND TOTALS

 

 

 

 

 

4.               Work Plan

A.    List in chronological order specific steps you will take to complete this project.

B.     Next to each step, identify who will be responsible for carrying out the step or activity

C.    Estimate the date the step or activity will be completed (month and year).

 

A

B

C

Step/Activity

Responsible Person/Group

Date Done

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5.       Project Type

Decide which of the following project types best describes your project, and then answer the questions below pertaining to that project type:  Community Organizing Project, Community Physical Improvement Project, Community Non-Physical Improvement Project, or Public School Partnership Project.

v  Community Organizing Project – Create, diversify, or enlarge the membership of a multi-issue  community organization in a neighborhood.

1.         Tell us if your project expands an existing group or creates a new one.

2.         Tell us what organizations already exist in your neighborhood and how yours will fill a gap not currently met by existing groups.

 

v  Community Physical Improvement Project – Build or enhance a tangible (physical) improvement in your community.

1.         Provide proof of the property owner's permission to construct your proposed improvement.

2.         Include information on how on-going maintenance will be provided.

3.         If this project is proposed for Bellingham Public Schools-owned property, you must provide proof of approval by the school district.  Attach a copy to your Small and Simple Projects Fund application.

 

v  Community Non-Physical Improvement Project – One-time events such as a festival or special celebration, training session or educational campaign, computer literacy pilot program, or workshop.

1.         Provide the start date, end date, and location of the proposed project.

2.         Provide proof of the property owner's permission to use the property for this purpose.

 

v  Public School Partnership Project – Pilot or start-up program that directly benefits a public school and the immediate neighborhood.

1.         Describe how neighborhood residents in addition to students, parents, and teachers of the school, have been involved in planning the project and how they will be actively involved in project implementation.

2.         Explain how neighborhood residents will benefit from the completed project.

3.         For a physical improvement project, you must provide proof of approval by the school district.  Attach a copy of it to your Small and Simple Projects Fund application.

4.         For a project that is not a physical improvement, attach a letter of approval from the school principal.

 

 

6.         Attachments

Attached documents should demonstrate that your community match is in place, your project is well planned and ready to go, and your community supports your proposed project.

v  Attach documentation of in-kind match (labor and items) and cash match, as appropriate

v  Attach documentation of community support for the proposed project.

v  Attach copies of map, site plans, and/or construction drawings, as appropriate.

v  If there is anything else a reviewer should know about your proposed project, you may attach a brief narrative.

 

 

7.         Relationship of proposed project to neighborhood plan(s)

(We require this information for tracking purposes only.  The answer to this question does not affect the award decision.)

 

Is this project referenced in a neighborhood plan?     NO               YES

 

 

8.         Please describe your organization:  number of members, geographic boundaries, mission, membership policy, and accomplishments.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9.         Fiscal Agent (Optional information, not required at time of submitting application.)

 

________________________________________________________________________________

Fiscal Agent Organization (if different than applicant organization; if known at this time)

 

________________________________________     _____________________________________

Fiscal Agent Contact Person                                       Fiscal Agent Organization's Federal Tax ID #

 

____________________________________________________     _________________________

Mailing Address                                                                                                 Zip Code

 

_______________________     ___________________     _________________________________

Day Phone                                      Evening Phone                        E-mail Address

 

 

10.            BEFORE SUBMITTING THIS APPLICATION, please read through it for accuracy, check the math is correct in your budget worksheet, and be sure the form is complete, including attachments.  Thank You!