Agenda Packet October 19 2015PERSON COUNTY
BOARD OF COUNTY COMMISSIONERS
MEETING AGENDA
304 South Morgan Street, Room 215
Roxboro, NC 27573-5245
336-597-1720
Fax 336-599-1609
October 19, 2015
9:00am
CALL TO ORDER…………………………………………………. Chairman Puryear
INVOCATION
PLEDGE OF ALLEGIANCE
DISCUSSION/ADJUSTMENT/APPROVAL OF AGENDA
INFORMAL COMMENTS
The Person County Board of Commissioners established a 10 minute segment
which is open for informal comments and/or questions from citizens of this
county on issues, other than those issues for which a public hearing has been
scheduled. The time will be divided equally among those wishing to comment.
It is requested that any person who wishes to address the Board, register with
the Clerk to the Board prior to the meeting.
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ITEM #1
DISCUSSION/ADJUSTMENT/APPROVAL OF CONSENT AGENDA
A. Approval of Minutes of October 5, 2015,
B. Budget Amendment #9,
C. Tax Adjustments for October 2015
a. Tax Releases
b. NC Vehicle Tax System pending refunds
UNFINISHED BUSINESS:
NEW BUSINESS:
ITEM #2
Community Services Block Grant Proposal …….. Suzanne Orozco & Aaron Theolet
ITEM #3
Preliminary Resolution – Financing of Roxplex Property and
Various Facility and Equipment Improvements: Resolution
making certain determinations concerning a Proposed
Installment Financing Agreement to finance a portion of the cost
of Various Projects and providing for certain related matters …... Amy Wehrenberg
ITEM #4
Person County Sponsorship Policy to include the Roxplex …………........... John Hill
CHAIRMAN’S REPORT
MANAGER’S REPORT
COMMISSIONER REPORTS/COMMENTS
Note: All Items on the Agenda are for Discussion and Action as deemed appropriate
by the Board.
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October 5, 2015
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PERSON COUNTY BOARD OF COMMISSIONERS OCTOBER 5, 2015
MEMBERS PRESENT OTHERS PRESENT
Kyle W. Puryear Heidi York, County Manager
David Newell, Sr. C. Ronald Aycock, County Attorney
B. Ray Jeffers Brenda B. Reaves, Clerk to the Board
Jimmy B. Clayton
Tracey L. Kendrick
The Board of Commissioners for the County of Person, North Carolina, met in
regular session on Monday, October 5, 2015 at 7:00pm in the Commissioners’ meeting
room in the Person County Office Building.
Chairman Puryear called the meeting to order. Commissioner Kendrick gave an
invocation and Vice Chairman Newell led the group in the Pledge of Allegiance.
DISCUSSION/ADJUSTMENT/APPROVAL OF AGENDA:
Chairman Puryear informed the Board that Kathy Adcock has requested to add an
item to the agenda for an application for Transportation Operating Assistance FY2016
Rural Operating Assistance Program Funds.
A motion was made by Commissioner Jeffers and carried 5-0 to add an item to
the agenda for an application for Transportation Operating Assistance FY2016 Rural
Operating Assistance Program Funds and to approve the agenda as adjusted.
RECOGNITION:
PROCLAMATION NATIONAL 4-H WEEK IN PERSON COUNTY:
Chairman Puryear presented a Proclamation proclaiming October 4-10, 2015 as
National 4-H Week in Person County to Matthew Chaney and Cheyenne Johnson, two
youth present in the audience that are involved with Person County’s 4-H program.
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INFORMAL COMMENTS:
There were no comments from the public.
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DISCUSSION/ADJUSTMENT/APPROVAL OF CONSENT AGENDA:
A motion was made by Commissioner Jeffers and carried 5-0 to approve the
Consent Agenda with the following items:
A. Approval of Minutes of September 21, 2015,
B. Budget Amendment #6,
C. Budget Amendment #7, and
D. Budget Amendment #8
UNFINISHED BUSINESS:
ORDINANCE REQUIRING CONNECTION TO WATER LINES:
County Attorney, Ron Aycock noted the Board, at its last meeting, reviewed and
discussed the repeal of the County’s Ordinance requiring Connection to Water Lines, at
which time, the Board directed staff to bring back to the Board information related to any
impacts of such action. Mr. Aycock further noted the Board was authorized to take action
at its Second Reading for consideration by a simple majority vote.
Mr. Aycock addressed the Board’s question related to existing legislation noting
recent legislation was approved with an effective date of August 1, 2016 which would
prohibit mandatory connection except in limited circumstances, i.e., a) possible
contamination of a water well, b) construction pending within 24 months, and c) where the
Local Government Commission has management of water systems.
Mr. Aycock stated the action to repeal the ordinance results in no mandatory
connection as of the date of the repeal. Should the Board retain the ordinance in its current
state, there would be a mandatory connection until August 1, 2016.
Health Director, Janet Clayton addressed the Board related to the effect of any such
repeal would have on obligations under grant funding received by the state. Ms. Clayton
said that Person County received three grants to extend water lines during 1999 – 2004.
One of the grants was funded by the Underground Storage Tank Division in Raleigh due
to petroleum contamination and Ms. Clayton stated her contact confirmed there was no
requirement for mandatory connection however should an individual choose to drill a well
when there is an existing public water access, the state would not use any resources to assist
with filtration devices, etc., in any event that contamination occurs with the private well.
Ms. Clayton noted the water lines were extended in areas where there was petroleum
contamination or other water quality issues or severe quantity issues.
A motion was made by Commissioner Kendrick and carried 5-0 to repeal Person
County’s Ordinance requiring Connection to Water Lines.
The Board directed staff to explain to individuals that have access to an existing
public water supply and applies for a well permit for a private well the risk of the state to
not participate in remedying any such contamination of the private well.
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NEW BUSINESS:
STRUCTURAL ASSESSMENT OF FORMER SENIOR CENTER BUILDING:
County Manager, Heidi York stated Person County retained HH Architecture for
the future senior center project. Ms. York noted the first task in their scope of work was
to conduct a structural assessment of the former senior center building to determine its
condition for future use. The building was evaluated by Stroud Pence, Structural Engineers
and their report was included in the Board packet. Ms. York stated that overall, their report
confirmed what the County Building Inspector found previously; there are substantial
structural and serviceability issues that require repair.
Ms. York further noted in addition to the structural assessment, environmental
assessments for air quality, asbestos, mold and lead-based paint were also conducted. Ms.
York introduced Ms. Kristen Hess, of HH Architecture to present the findings of the reports
as well as cost-benefit analysis comparing the renovation of the former structure with
demolition and new construction.
Ms. Hess shared the following presentation with the Board:
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Ms. Hess confirmed Option A includes the cost of demolition of the existing
building and the construction of a new parking lot.
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Ms. Hess confirmed Option B new construction would be one-story at the current
parking lot level. Demolition costs are included in the projected budget. Option B does
not include the additional new parking lot as illustrated in Option A.
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Ms. Hess stated Option C had many unknowns and she did not recommend this
scheme to the Board. The increased costs were due to the water proofing issues.
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Ms. Hess stated Option D would require expansion joints that would attach the new
addition to the existing building. Ms. Hess did not recommend this scheme due to the
noted concerns.
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Ms. Hess posed the following questions for the Board to consider: 1) would the
City parking lot always be a City parking lot, and 2) will the County have an agreement
with the City to always use the parking lot? Ms. Hess did not want the County to build a
building and later regret not building a parking lot.
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October 5, 2015
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Vice Chairman stated his preference to approach the project for future expansion
to be as economically feasible. Commissioner Jeffers noted the Health Department’s 2014
Community Health Assessment projects the number of citizens over the age of 65 to grow
by 62% by 2030. Commissioner Jeffers stated his preference to have a combined senior
center/recreational center which would have required acquisition of property to build both
components on the uptown site. Commissioner Jeffers urged the Board to select the best
option for expansion noting the increase of senior population within the next fifteen years.
Ms. York asked Ms. Hess to address the projected budget should the square footage
be decreased to 10,000. Ms. Hess said both Options A and B could be decreased $380,000
- $390,000 should the square footage be changed to 10,000.
Commissioner Jeffers stated his preference for Option A for the senior center which
would be one level for a total of 12,000 sq. ft.
Commissioner Kendrick stated Option B allowed for a one level center with future
expansion on the vacant hotel lot and was the budget for the lowest project costs per square
foot.
A motion was made by Vice Chairman Newell for Option B to demolish existing
building and construct new 10,000 sq. ft. clear span building on the existing lot and develop
a green space park on the vacant hotel lot with the remaining savings (from reducing from
12,000 sq. ft. to 10,000 sq. ft. and not constructing a parking lot as in Option A) to be used
for land acquisition (Dixon property) for future expansion.
Commissioner Jeffers voiced opposition to decreasing the size of the facility to
10,000 sq. ft. with the projected senior population growth noting by the time the loan is
paid off, an expansion will be needed.
Commissioner Clayton stated construction costs will be cheaper at construction
versus in the future.
Chairman Puryear asked staff if the proposed demolition would require approval
by the City of Roxboro. Ms. Hess and staff stated a permit for the demolition would be
required by the City of Roxboro Planning Department. Staff and Board members
confirmed a previous discussion that the existing building was not on the historical registry.
A substitute motion was made by Commissioner Jeffers and failed 2-3 to approve
Option A to demolish existing building and construct a new 12,000 sq. ft. building on the
vacant hotel lot and a parking lot as presented. Commissioners Jeffers and Clayton voted
in favor of the substitute motion. Chairman Puryear, Vice Chairman Newell and
Commissioner Kendrick cast the dissenting votes.
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The original motion failed 1-4. Vice Chairman Newell voted in support of his
motion while the remaining Board members voted in opposition.
A motion was made by Commissioner Kendrick to approve Option B to demolish
existing building and construct new 12,000 sq. ft. building on existing lot as presented.
A substitute motion was made by Vice Chairman Newell to approve Option B to
demolish existing building and construct new 12,000 sq. ft. building on existing lot as
presented and appropriate up to $84,000 to develop a green space community park on the
vacant hotel lot.
Commissioner Jeffers asked staff for the CIP project total for outside basketball
courts. Commissioners Jeffers stated the CIP project total for outside basketball courts was
$60,000 for multiple sites (Olive Hill, Allensville, Hurdle Mills, Bushy Fork, Bethel Hill).
An amended substitute motion was made by Vice Chairman Newell and carried
5-0 to approve Option B to demolish existing building and construct new 12,000 sq. ft.
building on existing lot as presented and fund up to $84,000 to develop a community park
on the vacant hotel lot that includes outside basketball courts.
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APPOINTMENT TO THE NURSING HOME ADVISORY COMMITTEE:
Clerk to the Board, Brenda Reaves presented to the Board an interested citizen
application for consideration for appointment to the Nursing Home Advisory Committee.
Ms. Reaves requested Board consideration to appoint Ms. Cathy Bailey to the Nursing
Home Advisory Committee for a three year term.
A motion was made by Commissioner Clayton and carried 5-0 to appoint Cathy
Bailey to the Nursing Home Advisory Committee for a three year term.
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APPLICATION FOR TRANSPORTATION OPERATING ASSISTANCE FY2016
RURAL OPERATING ASSISTANCE PROGRAM FUNDS:
Person Area Transportation System (PATS) Director, Kathy Adcock presented to
the Board an application for Transportation Operating Assistance for Fiscal Year 2016
Rural Operating Assistance Program (ROAP) Funds for approval. Ms. Adcock stated
Person County has been allocated $132,664 in ROAP funding. Ms. Adcock noted the
ROAP funding offers assistance in three program areas; Rural Operating Program (RGP),
Employment (EMPL) and Elderly and Disabled Transportation Assistance Program
(EDTAP). The required county match needed for the RGP will come from the fares
collected.
Ms. Adcock presented a summary of the allocations as distributed to the following
agencies:
A motion was made by Chairman Puryear and carried 5-0 to approve an
application for Transportation Operating Assistance FY2016 Rural Operating Assistance
Program Funds and the recommended funding distribution to the agencies as presented.
RGP EDTAP EMPL Total
Person Area Transportation $64,561 $27,063 $8,000 $99,624
Person County Senior Center $11,000 $11,000
Person Industries $16,000 $4,040 $20,040
Person County Group Homes $2,000 $2,000
Total $64,561 $56,063 $12,040 $132,664
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CHAIRMAN’S REPORT:
Chairman Puryear reported the following upcoming events:
• Hall’s Agri-Business, LLC ground breaking event on Tuesday, October 6, 2015
at 11:00am for a new project in Uptown Roxboro for a makeover of Hall’s Way
at 24 Gordon Street, and
• Sandfoot Photography Ribbon Cutting Ceremony on Thursday, October 15,
2015 at 5:30pm. Business After Hours will follow immediately after the
ceremony jointly hosted by Sandfoot Photography and Huff’s Insurance,
5:30pm at 602 South Morgan Street.
MANAGER’S REPORT:
County Manager, Heidi York reported the following:
• The Board is invited to attend a Stormwater Monitoring Site Tour scheduled for
October 20, 2015 at 1:30-4:30pm to view monitoring sites. Ms. York stated
this tour was announced at the last homebuilders association meeting to which
three reps have signed up to participate. Commissioners Clayton and Kendrick
noted their availability to attend.
• Health Department Flu Shot Clinic for employees will be held on October 12
and 16, 2015 at the FEMA room from 8:30am – 4:00pm.
COMMISSIONER REPORT/COMMENTS:
Commissioner Jeffers reported he recently addressed student ambassadors at
Northern Middle School related to the GEAR UP program. GEAR UP stands for “Gaining
Early Awareness and Readiness for Undergraduate Programs” and is a national college
access initiative funded by the U.S. Department of Education.
Commissioner Clayton urged Board members to attend the Stormwater Monitoring
Site Tour.
Commissioner Kendrick reported the following two events:
• Town Hall meeting focusing on mental health issues will be held on October 6,
2015 at City Hall starting at 10:00am, and
• Person County Drug Treatment Court Graduation on Thursday, October 8,
2015 at 3:30pm in the Superior Courtroom of the Person County Courthouse.
Vice Chairman Newell had no report.
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October 5, 2015
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ADJOURNMENT:
A motion was made by Commissioner Kendrick and carried 5-0 to adjourn the
meeting at 8:04pm.
_____________________________ ______________________________
Brenda B. Reaves Kyle W. Puryear
Clerk to the Board Chairman
(Draft Board minutes are subject to Board approval).
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10/19/2015
Dept./Acct No.Department Name Amount
Incr / (Decr)
EXPENDITURES General Fund
General Government 15,773
Public Safety 57,356
Transportation 31,488
Economic and Physical Development 2,972
Human Services 19,898
Culture and Recreation 5,194
Transfer to Other Funds 5,049
Contingency (133,021)
REVENUES General Fund
Charges for Services 4,564
Other Revenues (275)
Fund Balance Appropriation 420
EXPENDITURES Person Industries & MRF Fund
Community Rehab Prog Services 4,105
Material Recovery Facility 944
REVENUES Person Industries & MRF Fund
Transfer from General Fund 5,049
EXPENDITURES Library Trust Fund 7,500
REVENUES Library Trust Fund
Fund Balance Appropriation 7,500
Explanation:
BUDGET AMENDMENT
Correct Budget Amendment #8 to re-categorize revenue for the Wellness Gym from Other Revenues (-$780) to
Charges for Services ($780); transfer from Contingency/Insurance (-$130,447) the annual cost of vehicle
insurance coverage ($130,447); transfer from Contingency/Insurance (-$2,574) to Airport for liability insurance
($2,574); recognize additional NC Spay and Neuter revenue ($3,784) and donations to Animal Services ($505);
appropriate Social Services fund balance to fund cell phone stipend not originally budgeted in FY16 ($420);
appropriate Library Trust Fund fund balance for new shelving at Library ($7,500).
Budget Amendment #929
AGENDA ABSTRACT
Meeting Date: October 19, 2015
Agenda Title: Tax Adjustments for October 2015
Summary of Information: Attached please find the tax releases and NCVTS motor vehicle
pending refunds for October 2015.
1. October 2015 tax releases.
2. October 2015 North Carolina Vehicle Tax System (NCVTS) pending refunds.
Recommended Action: Motion to accept reports and authorize refunds.
Submitted By: Russell Jones, Tax Administrator
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COSSYS PERSON COUNTY TAX OFFICE COLLECTION SCROLL-12:LEVY ADJUSTMENTS ALL TAX YEARS 10122015 PAGE: 1
ACCOUNT # COLREC COUNTY-TAX DISTRICT DISTRICT DOG PENALTY INT/DISC LIEN-COST TOTAL NUMBER TRNREC CLRK DATE
DISTRICT-"
59664 1012015 DLP PERSON MEMORIAL HOSP LLC 8 & 82/100 AC/HOSPITAL
59664 101 16691 -9686.86 0.00- 0 0.00- 0 0.00 0.00 0.00 0.00 -9686.86 15463R 1351 CW 09112015
-9133.32-50 0.00 0.00 -9133.32__________ -18820.18 REASON:PER NC PTC
64645 1022015 SPOK INC BUSINESS PERSONAL
64645 102 33304 -44.17 0.00- 0 0.00- 0 0.00 0.00 0.00 0.00 -44.17 15464R 1352 RH 09142015 -41.65-50 0.00 0.00 -41.65__________ -85.82 REASON:WILL BE STATE APPRAISED WILL REBILL ONCE REC INFO FROM STATE
29695 1142014 PRO 1 CLEANING BUSINESS PERSONAL 29695 114 54300 -19.80 0.00- 0 0.00- 0 0.00 -1.98 -1.76 0.00 -23.54 15465R 1365 RH 09162015 -18.67-50 -1.87 -1.65 -22.19__________ -45.73
REASON:COMPANY MOVED TO DURHAM 2013
29695 1012015 PRO 1 CLEANING BUSINESS PERSONAL 29695 101 33061 -17.35 0.00- 0 0.00- 0 0.00 -1.73 0.00 0.00 -19.08 15466R 1366 RH 09162015 -16.36-50 -1.64 0.00 -18.00__________
-37.08
REASON:COMPANY MOVED TO DURHAM IN 2013
660 1122012 MARTIN EDDIE A DW 660 112 48782 -99.64 0.00- 0 0.00- 0 -8.55 0.00 -8.64 0.00 -116.83 15420R 1367 BSG 09172015
REASON:BANKRUPTCY DISCHARGE 9/14/15
32258 1112011 FULLER WILLIAM BRIAN TOWN & COUNTRY TOURINGVN 32258 111 45387 -12.65 0.00- 0 0.00- 0 0.00 0.00 -2.34 0.00 -14.99 15420R 1370 BSG 09182015 REASON:BANKRPUTCY DISCHARGE 9/15/15
27668 1012015 DVA RENAL HEALTHCARE INC BUSINESS PERSONAL 27668 101 34061 -4767.68 0.00- 0 0.00- 0 0.00 0.00 0.00 0.00 -4767.68 15467R 1431 RH 09242015 -4495.24-50 0.00 0.00 -4495.24__________ -9262.92
REASON:RECD ADDL INFO ADJ MACH VALU
44134 1052005 HARRIS CECIL CH&CAB F350 1 TON TK 44134 105 42170 -0.90 0.00- 0 0.00- 0 0.00 0.00 -0.01 0.00 -0.91 2005R 1451 SRJ 09302015 REASON:UNDER ONE DOLLAR
62193 1142014 MORTON GERALDINE M EST HOUSE & LOT 62193 114 55066 -0.01 0.00- 0 0.00- 0 0.00 0.00 0.00 0.00 -0.01 2014R 1452 SRJ 09302015 -0.02-50 0.00 0.00 -0.02__________ -0.03
REASON:UNDER ONE DOLLAR
65129 5012015 DUKENET COMMUNICATIONS LLC STATE APPRAISED 65129 501 33031 -0.68 0.00- 0 0.00- 0 0.00 0.00 0.00 0.00 -0.68 2015R 1453 SRJ 09302015 REASON:UNDER ONE DOLLAR
52520 3012015 HICKS MARTHA B FAIRFIELD PARK/LT73/H&L 52520 301 14131 -0.03 0.00- 0 -0.01-30 0.00 0.00 0.00 0.00 -0.04 2015R 1454 SRJ 09302015 REASON:UNDER ONE DOLLAR
64035 3012015 KEY LARRY M & JOY S TURTLE HILL/P3/L17/DW&L
64035 301 24706 0.00 0.00- 0 -0.01-30 0.00 0.00 0.00 0.00 -0.01 2015R 1455 SRJ 09302015 REASON:UNDER ONE DOLLAR
39386 3012015 MANGUM RITA & DONALD SR MOSS CREEK/LT43/DW&L
39386 301 3943 -0.97 0.00- 0 -0.02-30 0.00 0.00 0.00 0.00 -0.99 2015R 1456 SRJ 09302015
REASON:UNDER ONE DOLLAR
64659 1022015 GE EQUIP SMALL TICKET LLC 2012 BUSINESS PERSONAL 64659 102 33332 -80.62 0.00- 0 0.00- 0 0.00 0.00 0.00 0.00 -80.62 15468R 1457 RH 10052015
REASON:DUP BILL MACHINERY VALUE WAS DOUBLED
49480 1072007 KING ROSS REBECCA LOU THREE SEDAN 4S 49480 107 42925 -82.30 0.00- 0 0.00- 0 0.00 0.00 -30.14 0.00 -112.44 15420R 1458 BSG 10052015 REASON:BANKRUPTCY DISCHARGE 8/23/12
20266 1022015 US BANK NATIONAL ASSOCIATION BUSINESS PERSONAL
20266 102 35791 -7014.32 0.00- 0 0.00- 0 0.00 0.00 0.00 0.00 -7014.32 15469R 1459 RH 10072015 -6613.50-50 0.00 0.00 -6613.50__________ -13627.82
REASON:COMPANY LISTED IN ERROR//DUP BILL SOLD TO MASTEC SEE REC 33362
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COSSYS PERSON COUNTY TAX OFFICE COLLECTION SCROLL-12:LEVY ADJUSTMENTS ALL TAX YEARS 10122015 PAGE: 2
ACCOUNT # COLREC COUNTY-TAX DISTRICT DISTRICT DOG PENALTY INT/DISC LIEN-COST TOTAL NUMBER TRNREC CLRK DATE
DISTRICT-"
52969 1142014 SNOW WILLIAM GLENN EST PERSONAL/BOAT
52969 114 54394 -12.25 0.00- 0 0.00- 0 -3.00 -1.53 -1.51 0.00 -18.29 15470R 1461 CW 10082015
REASON:WILLIAM DIED 2011 AND THERE IS NO ESTATE
52969 2012015 SNOW WILLIAM GLENN EST PERSONAL/BOAT 52969 201 35707 -11.52 0.00- 0 0.00- 0 -3.00 -1.45 0.00 0.00 -15.97 15471R 1462 CW 10082015
REASON:WILLIAM DIED 2011 AND THERE IS NO ESTATE
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COSSYS PERSON COUNTY TAX OFFICE COLLECTION SCROLL-12:LEVY ADJUSTMENTS ALL TAX YEARS 10122015 PAGE: 3
TRANSACTION TOTALS PAGE
TRANSACTIONS FROM 1 THROUGH 1462 IN SY0:TAX .MOD AMOUNTS FROM -999999999.99 THROUGH 999999999.99TRANSACTION TYPES:R
TRANSACTIONS 09112015->10102015 0 PAYMENTS 0 DISC/CORR 18 RELEASES TOTAL CREDIT NET CREDIT (PAYMENT+RELEASE) (TOTAL-DISC/CORR)PERSON COUNTY TAX OFFICE 0.00 0.00 -21851.75 21851.75 21851.75LATE LISTING 0.00 0.00 -6.69 6.69 6.69
DOG 0.00 0.00 -14.55 14.55 14.55
CODE DISTRICT NAME 30 STORMWATER FEE 0.00 0.00 -0.04 0.04 0.04 --------------- --------------- --------------- --------------- --------------- SUB-TOTAL 0.00 0.00 -21873.03 21873.03 21873.03
STATE 3PCT INTEREST 0.00 0.00 0.00 0.00 0.00
DISCOUNT 0.00 0.00 0.00 0.00 0.00INTEREST 0.00 0.00 -44.40 44.40 44.40LIEN SALE COST 0.00 0.00 0.00 0.00 0.00 --------------- --------------- --------------- --------------- ---------------
TOTAL 0.00 0.00 -21917.43 21917.43 21917.43
50 CITY OF ROXBORO 0.00 0.00 -20318.76 20318.76 20318.76LATE LISTING 0.00 0.00 -3.51 3.51 3.51 --------------- --------------- --------------- --------------- ---------------
SUB-TOTAL 0.00 0.00 -20322.27 20322.27 20322.27
DISCOUNT 0.00 0.00 0.00 0.00 0.00INTEREST 0.00 0.00 -1.65 1.65 1.65 --------------- --------------- --------------- --------------- --------------- TOTAL 0.00 0.00 -20323.92 20323.92 20323.92
TOTAL TAXES 0.00 0.00 -42195.30 42195.30 42195.30TOTAL LIEN COST 0.00 0.00 0.00 0.00 0.00TOTAL DISCOUNT 0.00 0.00 0.00 0.00 0.00
TOTAL INTEREST 0.00 0.00 -46.05 46.05 46.05
TOTAL STATE 3PCT INTEREST 0.00 0.00 0.00 0.00 0.00 =============== =============== =============== =============== =============== GRAND TOTAL 0.00 0.00 -42241.35 42241.35 42241.35
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Payee Name Address 3Status Refund ReasonCreate DateTax Jurisdiction Levy Type Change Total Change01Tax ($38.56) ($38.56)$38.5601Tax ($77.45) ($77.45)$77.4501Tax ($132.12) ($132.12)50Tax ($124.57) ($124.57)50 Vehicle Fee $0.00$0.00$256.6901Tax ($75.65) ($75.65)$75.6501Tax ($40.25) ($40.25)$40.2501Tax ($14.13) ($14.13)50Tax ($13.32) ($13.32)50 Vehicle Fee $0.00$0.00$27.4501Tax ($181.55) ($181.55)$181.5501Tax ($4.39) ($4.39)50Tax ($4.14) ($4.14)50 Vehicle Fee $0.00$0.00$8.5301Tax ($57.49) ($60.80)$60.8001Tax ($14.26) ($14.26)50Tax ($13.45) ($13.45)50 Vehicle Fee $0.00$0.00$27.7101Tax ($32.38) ($32.38)50Tax ($30.53) ($30.53)50 Vehicle Fee $0.00$0.00$62.9101Tax ($40.22) ($40.22)$40.2201Tax ($103.89) ($103.89)$103.8901Tax ($38.27) ($38.27)$38.27TATUM, SYDNEY TIMBERLAKE, NC 27583Proration AUTHORIZED Vehicle Sold 09/16/2015Vehicle Sold 10/05/2015AUTHORIZEDSTUMP, JOSEPH TIMBERLAKE, NC 27583ProrationRHEW, RICKEY ROXBORO, NC 27573Proration AUTHORIZED Vehicle Sold 10/09/2015PRUITT, THOMAS ROXBORO, NC 27573Proration AUTHORIZED Vehicle Sold 10/05/2015NEAL, TERENCE ROXBORO, NC 27573Proration AUTHORIZED Vehicle Sold 09/16/2015Vehicle Sold 09/30/2015AUTHORIZEDLONG, JOSEPH ROXBORO, NC 27574ProrationKNOTT, BRUCE ROXBORO, NC 27573Proration AUTHORIZED Vehicle Sold 09/11/2015HARRIS, RONALD ROXBORO, NC 27574Proration AUTHORIZED Vehicle Sold 09/14/2015FENNELL, REGINA TIMBERLAKE, NC 27583Adjustment < $100AUTHORIZED Mileage 09/15/2015Vehicle Sold 10/01/2015AUTHORIZEDCLARK, NICOLE TIMBERLAKE, NC 27583ProrationBURNETTE, BRITTANY HURDLE MILLS, NC 27541Proration AUTHORIZED Vehicle Totalled09/21/2015Vehicle Sold 09/29/2015AUTHORIZEDBROOKS, ROBERT ROXBORO, NC 27573ProrationBROOKS, HOWARD ROXBORO, NC 27574Proration AUTHORIZED Vehicle Sold 10/05/2015ALLEN, ROBERT ROXBORO, NC 27574Proration AUTHORIZED Vehicle Sold 09/11/2015Refund Type34
Payee Name Address 3Status Refund ReasonCreate DateTax Jurisdiction Levy Type Change Total ChangeRefund Type01Tax ($6.44) ($6.44)$6.4401Tax ($3.27) ($3.27)$3.2701Tax ($5.35) ($5.35)$5.3501Tax ($10.15) ($10.15)$10.1501Tax ($8.40) ($8.40)$8.4001Tax ($82.31) ($86.43)$86.4301Tax ($27.26) ($27.26)$27.26WRENN, WILLIAM ROXBORO, NC 27574Proration AUTHORIZED Vehicle Sold 09/25/2015Vehicle Sold 09/11/2015WRENN, CHARLIE HURDLE MILLS, NC 27541Proration AUTHORIZED Vehicle Sold 09/11/2015AUTHORIZEDWRENN, CHARLIE HURDLE MILLS, NC 27541ProrationWILLIAMS, THOMAS ROXBORO, NC 27574Proration AUTHORIZED Vehicle Sold 10/06/2015WALKER, ANGELA LEASBURG, NC 27291Adjustment < $100AUTHORIZED Mileage 10/01/2015Vehicle Sold 09/17/2015AUTHORIZEDWADE, ROBERT ROXBORO, NC 27573ProrationWADE, ROBERT ROXBORO, NC 27573Proration AUTHORIZED Vehicle Sold 09/17/201535
AGENDA ABSTRACT
Meeting Date: October 19, 2015
Agenda Title: Community Services Block Grant Proposal
Summary of Information:
In spring 2015, Telamon Corporation was designated as the Community Action agency for
Person, Caswell, and Rockingham Counties. The attached proposal is for a Telamon Community
Services Block Grant (CSBG) program funded by the NC Office of Economic Opportunity
(OEO). In it, we outline our plan to provide employment and skills training, education supports,
and case management services to Person County residents beginning in spring 2016.
Recommended Action:
Provide comments, questions, or other feedback to Telamon Corporation representatives within
30 days of presentation at the October 19th meeting.
Submitted By:
Suzanne Orozco, Executive Director & Aaron Theolet, Corporate Development Officer with
Telamon Corporation
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-Telamon Corporation I' Empowu;ng ;nd;v;duo/,, ;mpmv;ng commun;o.,
October 7, 2015
Dear Commissioner Puryear, Commissioner Newell, Commissioner Clayton, Commissioner Jeffers, and
Commissioner Kendrick:
Thank you for taking the time to review our proposal to deliver services to Person County residents through a
Telamon Community Services Block Grant (CSBG) program funded by the NC Office of Economic Opportunity
(OEO). As the designated Community Action agency in Person County, we look forward to collaborating with many
community partners to help empower low-income residents to improve their lives and the lives of those around them.
In preparation for this proposal, we spent time with colleagues in Person County, asking questions and researching
the causes of poverty. We heard repeatedly that, while there is a shortage of jobs, many individuals did not have the
necessary skills or the levels of basic education needed to compete for the jobs that are available. These
conversations and our own research led us to develop a program centered around building the employment and
education skills of Person County's residents. We will provide direct services focused on employment and education
supports, as well as a robust referral program that will help Person County residents get connected to the resources
they need in order to support themselves and their families.
Telamon Corporation was designated as the community action agency for Person, Caswell, and Rockingham
counties during the summer of 2015. At that time, NC OEO approached us about launching a CSBG-funded project
during the 2015-2016 fiscal year even though the year had already started. For this reason, you will notice that
although we anticipate starting services in April 2016, we have allocated 12 months of funding into the final quarter of
the fiscal year. Per instructions from NC OEO, we are expressing our intention for the full allocation of CSBG grant
funds in our budget with the hope of carrying any unused funds forward into the 2016-2017 fiscal year. These funds
may then be combined with a 2016-2017 grant in order to continue services to Person County's low-income
residents. For information on the specific allocation for Person County, you can access
Members of the Telamon team will present this proposal at the County Commissioners Meeting on October 191h to
discuss this proposal more fully, and I invite you to bring your questions and comments about our proposal. At that
time, we plan to have a separate "working" budget with a clearer picture of our anticipated spending from April-June
2016.
We look forward to meeting you.
Sincerely,
Executive Director
T elamon Corporatio
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Fiscal Year 2015-16 Community Services Block Grant Application Page 1 of 36
North Carolina Department of Health and Human Services Division of Social Services/Economic and Family Services
Community Services Block Grant Program Fiscal Year 2015-16 Application for Funding Project Period July 1, 2015 – June 30, 2016 Application Due Date: January 30, 2015 Agency Information
Agency: Telamon Corporation
Federal I.D. 56-1022483
DUNS Number: 075579052 Administrative Office Address: 5560 Munford Rd., Suite 201, Raleigh NC 27612
Mailing Address (include the 4-digit zip code extension): 5560 Munford Rd., Suite 201, Raleigh NC 27612
Telephone Number: (919) 851-7611 Fax Number: (919) 851-9044 Board Chairperson: Victor Gomez
Board Chairperson’s Address: (where communications should be sent) 401 Dogwood Dr. Cross Junction, VA 22625
Board Chairperson’s Term of Office (enter beginning and end dates): 8/2015 – 8/2016
Executive Director: Suzanne Orozco
Executive Director Email Address: sorozco@telamon.org
Agency Fiscal Officer: Kevin Bartholomew
Fiscal Officer Email Address: kbartholomew@telamon.org
CSBG Program Director: TBD
CSBG Program Director Email Address: TBD
Counties Served with CSBG funds: Rockingham, Caswell, and Person Counties, NC North Carolina Department of Health and Human Services Office of Economic Opportunity - Verna P. Best, Director 2420 Mail Service Center / Raleigh, North Carolina 27699-2420 http://www.ncdhhs.gov/oeo/
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Checklist to Submit a Complete Community Services Block Grant (CSBG) Application Please put a check mark in the appropriate box to show that you have included the completed document with your application. All documents are required with the exception of those that say “if applicable.”
Item Included (√)
Signed Application Certification (blue ink only)
Signed Board Membership Roster (blue ink only)
Board of Directors Officers and Committees Planning Process Narrative √
Form 210 – Agency Strategy for Eliminating Poverty
Form 212 – One-Year Work Program Monitoring, Assessment and Evaluation Plan
Form 212A – CSBG Administrative Support Worksheet (if applicable)
Form 225 – Agency Budget Information Form 225N-Budget Narrative Appendices (to be attached by the Applicant):
• Organizational Chart (do not include names)
• Job Description and Resume for the Agency’s Executive Director
• Job Description and Resume for the Agency’s Chief Financial Officer
• Job Descriptions for all CSBG employees (do not include names)
• Affirmative Action Plan
• Documentation of Public Hearings for Initial Planning Process:
Copy of Public Notice(s) from Newspaper(s)
Agenda of Public Meeting(s)
Copy of Attendance Sheet(s)
Minutes of Public Meeting(s)
• Documentation for Notice of Intent to Apply: Copy of advertisement(s)
• Documentation of Submission to County Commissioners:
Certified document from county clerk Commissioners’ comments or minutes (if applicable)
• Cognizant-Approved Indirect Cost Agreement
• Cost Allocation Plan (if applicable)
• IRS Tax Exemption Verification
• Contracts and Leases
• Vehicle Registrations
Forms to be completed by the Applicant. The forms are included:
• IRS Tax Exemption Verification Form (Annual)
• Conflict of Interest Acknowledgement and Policy
• Conflict of Interest Verification (Annual)
• State Grant Certification – No Overdue Tax Debts
• State Certification - Contractor Certifications Required by N.C. Law
• Federal Certifications
• Federal Funding Accountability and Transparency Act (FFATA) Attach evidence of Central Contractor Registration (CCR)
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Community Services Block Grant Program Fiscal Year 2015-16 Application for Funding Certification and Assurances
Public Hearing on the Initial Plan We herein certify that a public hearing as required by 10A NCAC 97B .0402 Citizen Participation in the Application Process occurred on the dates listed below for the initial planning process for the agency’s current project plan and the agency has maintained documentation to confirm the process of the public hearing. For multi-county providers, indicate the date and the county the hearing was held.
Date County Date County September 11, 2015 Rockingham September 18, 2015 Caswell August 25, 2015 Person
County Commissioners’ Review We herein certify that the application for this project period was submitted to the Board of County Commissioners for review and comment on the dates listed below as required by 10A NCAC 97C .0111(A). For multi-county providers, indicate the county and date the application for funding was presented to the Board of County Commissioners as required by 10A NCAC 97C .0111(B). Date County Date County October 19, 2015 Rockingham
October 19, 2015 Caswell
October 19, 2015 Person Board of Directors Approval of the Application I hereby certify that the information contained in the attached application is true and the Board of Directors has reviewed and approved this application for the Community Services Block Grant Program. Date of Board Approval: , 2015 Board Chairperson: (Signature) (Date) Finance Committee Chairperson: (Signature) (Date)
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Fiscal Year 2015-16 Community Services Block Grant Application Page 4 of 36
Board of Directors’ Membership Roster Total Seats Per Agency Bylaws 27 Total Current Vacant Seats 2
Total Number of Seats Reserved for Each Sector Poor Public Private
Total Number of Vacant Seats Per Each Sector Poor Public Private
Name Email Address County of Residence Community Group/ Area Represented
Date Initially Seated [month/year]
Number of Terms Served [completed]
Current Term Expiration [month/year] Representatives of the Poor 1. Victor Gomez, Chair Vgomez6@hotmail.com Frederick Early Childhood Expertise 02/2008 3 08/2016
2. Craig L. Umstead, Vice Chair Craigumst1@yahoo.com New Hanover Accounting Expertise 08/2010 2 08/2016
3. Herbert Williams, Treasurer Herb28@bellsouth.net Lowndes Community Development Expertise
08/2010 2 08/2016
4.Terri Muellenberg, Secretary terriroseanne@aol.com Delaware Head Start Parent 02/2013 0 08/2016
5. Nicole Williams nicolewilliams@bellsouth.net Aiken Farmworker Program Recipient
11/1996 9 08/2016
6. Leila Borrero Krause Leila.borrerokrouse@gmail.com Wicomico Low-Income Neighborhood Rep.
08/2003 7 08/2018
8.Thomas Samuel Puckett ctsamchek@hotmail.com Hawkins Community Development Expertise
02/2003 5 08/2016
9. Mary Brown MBrown@APUS.EDU Jefferson Low-Income Neighborhood Rep.
02/1999 8 08/2017
10. Margaret Hill Seffiebabygirl56@gmail.com Bullock Low-Income Neighborhood Rep.
11/2005 5 08/2017
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11. Araceli Bueno N/A Tift Head Start Parent 05/2009 3 08/2017
12.Tracey Bethel Tbethel1001@email.vccs.edu Pittsylvania Low-Income Neighborhood Rep.
08/2003 5 08/2016
13. Esther Vasquez Esther.v1983@gmail.com Grainger Head Start Parent 05/2010 2 08/2016
14. Guadalupe Flores flores18_21@hotmail.com Hardee Low-Income Neighborhood Rep.
08/2013 1 08/2017
15. John Shelton Sjr49@yahoo.com Kent Head Start Parent 05/2011 1 08/2017
16. Ernestine Payne Earnestinepayne1960@yahoo.com Pittsylvania Low-Income Neighborhood Rep.
08/2010 2 08/2016
17. Mary Wedgeworth MWedgeworth@scadc.net Montgomery Community Development Expertise
08/2007 4 08/2016
18. Maria Febres-Alvira febresmaria@ymail.com Wicomico Farmworker Program Recipient
05/2012 1 08/2016
19. David A. Whitaker Dawjaw52@hotmail.com Berkeley Low-Income Veteran 05/1999 8 08/2017
20. Esther Graham evgraham@comcast.net Kent Early Childhood Expertise 08/2007 4 08/2017
21. James Respess jrespess@comcast.net Wicomico Licensed Attorney 08/2014 0 08/2016
22. Taylor Morst tmorst@gmail.com Marion Low Income Neighborhood 03/2015 1 08/2017
23. Stephen Feldman stephen.feldman@elliswinters.com Wake Licensed Attorney 08/2014 0 08/2016
24. Dolores Dixon Guilford Head Start Parent 08/2007 4 08/2016
25. Tyler Boyd Ottawa Licensed Attorney 08/2015 0 08/2017
26. Jewell Moore Toombs 08/2015 0 08/2017 27. Brandy Smith Kent 08/2015 0 08/2017
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Public Elected Officials Representatives of Private Organizations
The signature of the Board of Directors Chairperson certifies that the persons representing the poor were selected by a democratic process and that there is documentation on file that confirms the selection of all board members. In addition, by signing below, the Board of Directors Chairperson confirms that the selection of all board members coincides with the directives outlined in the agency’s bylaws and that a current Board of Directors Member Profile is on file for each member.
Board of Directors Chairperson
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Fiscal Year 2015-16 Community Services Block Grant Application Page 7 of 36
Board of Directors’ Officers and Committees Note: All committees of the board should fairly reflect the composition of the board (10A NCAC 97C .0109). Be sure to identify the chairperson and other committee positions. Name Office Sector Represented County Represented* Officers of the Board Victor Gomez Chair Early Childhood Expertise Frederick, VA Craig Umstead Vice Chair Accounting Expertise New Hanover, NC Herbert Williams Treasurer Community Development Expertise Lowndes, GA Terri Muellenberg Secretary Head Start Parent Delaware, IN Committee Name: Personnel & Bylaws Mary Brown Chair Low-Income Neighborhood Rep. Jefferson, WV David A. Whitaker Low-Income Veteran Berkeley, WV
John Shelton Head Start Parent Kent, DE Teresa Muellenberg Low-Income Neighborhood Rep. Delaware, IN Ernestine Payne Low-Income Neighborhood Rep. Pittsylvania, VA Committee Name: Operations & Oversight Mary Wedgeworth Chair Community Development Expertise Montgomery, AL Araceli Bueno Head Start Parent Tift, GA
Stephen Feldman Licensed Attorney Wake, NC
Maria Febres-Alvira Farmworker Program Recipient Wicomico, MD Committee Name: Planning & Development Taylor Morst Chair Low-Income Neighborhood Rep. Marion, IN Leila Borrero Krouse Low-Income Neighborhood Rep. Wicomico, MD
Margaret Hill Low-Income Neighborhood Rep. Bullock, AL
Committee Name: Head Start
Dolores Dixon Chair Head Start Parent Guilford, NC Esther Graham Head Start Expertise Kent, DE
Sam Puckett Community Development Expertise Hawkins, TN
James Respess Licensed Attorney Wicomico, MD
Guadalupe Flores Head Start Parent Hardee, FL
Committee Name: Finance & Audit Herbert Williams Chair Community Development Expertise Lowndes, GA Nicole Williams Former Program Recipient Aiken, SC
Craig Umstead Accounting Expertise New Hanover, NC
Tracey Bethel Low-Income Neighborhood Rep. Pittsylvania, VA
*To be completed by agencies serving multiple counties.
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Fiscal Year 2015-16 Community Services Block Grant Application Page 8 of 36
Community Services Block Grant Program Fiscal Year 2015-16 Application for Funding Planning Process Narrative 1. Explain in detail how each of the following was involved in the planning and development of this strategic plan. a. Low-Income Community: Telamon Corporation has been providing services to low-income communities in North Carolina for 50 years. The low income community provides input into this CSBG grant strategy and Telamon’s overall strategic plans in a number of different ways. One-third of the members of the Telamon Governing Board represent low-income communities; in addition, other members are current or former Head Start parents who have faced severe socio-economic challenges. As part of Head Start and other programs, Telamon is continually completing and updating community assessments for service areas. Part of this assessment process includes asking current and prospective customers to define the needs of poor people in their community and to gauge the availability of services to meet these objectives. Data collected includes quantitative survey data, as well as qualitative information from interviews and focus groups. Telamon staff also scheduled public hearings to hear input on this plan from community members, low-income residents and public officials on the following dates. Public notice of the meetings were published on the following dates. County Public Meeting Board of Commissioners Meeting Publication of Public Notice
Caswell September 18, 2015 October 19, 2015 Caswell (Co.) Messenger on 9/2 and 9/9/2015 Person August 25, 2015 October 19, 2015 The Courier-Times on 8/15/2015 and 8/22/2015 Rockingham September 11, 2015 October 19, 2015 Rockingham Update from 8/20-9/11/2015 b. Agency Staff: Telamon staff has designed a program to overcome the specific barriers that inhibit low income individuals and families from obtaining gainful employment, building assets, and escaping poverty in the three-county service area. Staff researched datasets from NC Department of Workforce Solutions, NC Department of Commerce, U.S. Department of Agriculture, U.S. Census, and SAIPE. Development staff identified areas with a high incidence of poverty driven by causal factors that include low academic attainment, lack of basic skills and employment training, and a lack of transportation to employment centers and training institutions within each of the three counties. The program was developed collaboratively with input from staff across the organization, including Employment & Training, Housing Services, Corporate Development, and our Early Childhood and Family Support division, which includes the NC Head Start programs. c. Agency’s Board Members: Telamon’s Governing Board advocates for programs and services that will empower individuals and families to achieve self-sufficiency. In addition to providing advocacy and a voice for low income families, the Governing Board
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ensures that projects undertaken are within the scope of Telamon’s corporate mission. The Governing Board has regularly given its input on Telamon’s pursuit of designation in the three county service area beginning at its March 2015 meeting. Prior to the designation opportunity published by NC Office of Economic Opportunity, the Governing Board members participated with a group of management and operations staff in strategic planning sessions in late 2013 to develop objectives including continued focus on the rural poor and an emphasis on literacy, job skills, and youth services. On an ongoing basis, the Governing Boards plays a key role in oversight of Telamon’s strategy development. A Telamon Governing Board member was present at all public hearings to represent the Governing Board, offer input, and answer questions from the public. 2. Describe your agency’s method and criteria for identifying poverty causes and list the identified causes. Also describe the methods and criteria used to determine priority and selection of strategies to be implemented that will address the poverty causes. Telamon staff evaluated the causes of poverty in the three-county area through three primary methods: 1) review of relevant community assessments from Telamon and other publicly-funded organizations, 2) evaluation of quantitative statistical data for the three-county area, and 3) qualitative analysis of recurring themes and expressed needs emerging from public hearing participants. Research from these three sources indicated that education and employment-related issues, including lack of job skills, lack of educational attainment, and need for employment supports, were the primary causes of poverty in all three counties. Telamon Corporation has not yet conducted comprehensive assessments of community needs of the three counties. However, as part of our Early Head Start operations in Caswell County, Telamon has conducted community assessments which focus on the needs of young children ages 0-5 and their families who are living in poverty or otherwise meet Head Start eligibility criteria, including homelessness, children with diagnosed disabilities, or foster children. The last full cycle community assessment was completed in 2012, with annual updates in 2013 and 2014. Telamon’s Head Start programs last conducted this process in 2014. In a questionnaire asking respondents, including Caswell County customers, to select the top three reasons for poverty in their county, the top two reasons given were “Not Enough Jobs” and “Wages Are Too Low” by 56.3 % and 48.1%, respectively. Although respondents also indicated that issues such as high health care (19.4%) and housing costs (19.4%) also contributed to poverty the top, “Lack of Education/Training” (18.0%), “Lack of Job Skills” (15.5%), and “Lack of Child Care” (17.5%) all point to employment-based causal factors for poverty. We also consulted existing community assessments published by publicly funded entities in the three counties. In these assessments, stakeholders (including low-income people) are asked to complete questionnaires. We considered a variety of factors including demographics, educational attainment, health issues, and local transportation and economic indicators for the three counties. These assessments highlight several causes of poverty that impact families.
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Community Assessment and Other Published Data Sources Consulted All Counties U.S. Census Bureau, 2009-2013 American Community Survey 5-Year Estimates. 2015 County Development Tier Rankings, NC Department of Commerce Access NC Data, NC Department of Commerce
Caswell County 2012 Telamon Head Start/Early Head Start Community Assessment
2013 Caswell County Partnership for Children CNA
NC Justice Center, Budget & Tax Center, Economic Snapshot: Caswell County, April 2014
Person County 2011 Person County Community Health Assessment
2014 Person County Community Health Assessment
Rockingham County 2011 Rockingham County Community Health Assessment
2012 Rockingham Head Start Community Assessment
NC County Development Tiers In addition to published community assessments and other data tools, we consulted the Development Tier Rankings published by the State of North Carolina. Since 2007, North Carolina has used a three-level system for designating development tiers. The designations determine a variety of state funding opportunities to assist in economic development. The annual ranking process assigns each county to a designation of Tier One (most distressed), Tier Two, or Tier Three (least distressed). In its 2015 County Development Tier Rankings, the NC Department of Commerce ranked the state’s 100 counties based on economic indicators including unemployment, household income, population growth, and property tax base (per capita). Per the development tier rankings, Rockingham County is the most economically distressed, falling at 19th in the state. Caswell County follows at 39th, and Person County at 58th. All three counties have 12-month unemployment rates that exceed the North Carolina average. State/County Tier Rank Property Tax Base, Rank
Population Growth, 2010-2013
Family Households in Poverty
Unemployment, 12 Month Avg., Oct ‘13 – Sept ‘14
Poverty Rate, 5-year avg., 2008 - 2012
North Carolina n/a n/a 305,757 6.41%
Caswell 1 81st 0.80% 960 7.04% 20.7% Person 2 35th -0.63% 1,082 6.83% 16.4% Rockingham 1 68th -1.43% 3,400 7.63% 17.2% Sources: Bureau of Labor Statistics, Local Area, Seasonally Adjusted Unemployment Statistics for North Carolina, Data Series report run 7-28-2015.
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Public Meetings: Focus Groups To determine the priorities and ultimately the strategy for addressing these causes of poverty, Telamon conducted public meetings in each county using a focus group format. Telamon staff prepared a set of questions (available upon request) to jump-start dialogue on topics including: poverty, education, health, financial literacy, mental health, homelessness, existing support networks and services, and potential partnerships. The meetings had nine (9) total participants representing government, education, and social service agencies in the three counties. Priorities were established using two main criteria: 1) they had to address the clearly articulated needs of the three-county community as demonstrated through both qualitative and quantitative data, and 2) they needed to be reasonably actionable within the condensed timeframe of the current 2015-16 program year. We expect that the launch of programs and a full community assessment during the 2015-16 year will deepen our understanding of the three-county area, and inform and sharpen our programmatic focus in the 2016-17 year. Through focus group input, combined with our analysis of statistical data, we developed two priorities for the current cycle of CSBG funding: Priority 1 – Develop basic work readiness skills targeted to specific employers or industries. Many in the
target population have worked exclusively in manufacturing or have never held a job requiring a specific skill set. Training targeted to a specific placement provides a wage earning opportunity in the short term and increases the likelihood of placement success. A recurring theme across the focus groups was the skills gap between the labor force and employer needs. Low educational attainment and a lack of diversity in economy (i.e., an overdependence on the manufacturing sector) have contributed to a low-skill workforce with limited opportunities. Specifically, participants commented that individuals lacked soft skills, e.g., collaboration and teamwork, interpersonal skills, and dependability. Telamon will partner with existing employment and training resources to support individuals as they seek training opportunities to become more readily employable, as well as offer new employment and training services that complement in existing services and fill identified gaps. Priority 2 – Develop both a menu of self-sufficiency services, as well as a robust referral network of education, employment, and social supports. Both the statistical data and anecdotal evidence from focus group participants reinforced the need for effective and comprehensive case management for individuals and families seeking to become self-sufficient. Individuals would benefit from services including vocational assessment, work experience, supportive services (including childcare, housing, food/nutrition, and transportation), occupational skills training, financial capability education, tutoring and mentoring, postsecondary exploration, and referrals to other organization that can provide these and other supports. 3. Describe activities that your agency has undertaken to advocate for and empower low-income individuals and families to achieve economic independence and security. All programs that Telamon undertakes and administers are tied to the corporate theme of “Empowering Individuals, Improving Communities”. There is an intrinsic understanding that it is through the efforts of the individual, supported by Telamon and partners, that economic security and independence can become a reality and that it is the cumulative effort of individuals that ultimately change a community. To summarize, Telamon’s key programs along with activities and advocacy efforts include:
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• National Farmworker Jobs Program (NFJP) – The program provides outreach, assessment, training, supportive services to agricultural workers and their dependents who wish to gain employment outside of agriculture. It also provides training for skill upgrades for those wishing to stay in agriculture. Workforce professionals work with customers to identify career paths and ladders that will provide them with improved employment that provides financial stability. Supportive services are provided to enable customers to complete their training successfully.
• Head Start (Regular, Early, and Migrant & Seasonal) – Provides early childhood education to enable children in low income families to be ready for school and break the multi-generational cycle of poverty resulting from low educational achievement. Head Start delivers comprehensive services including health and dental screenings, mental health, nutrition and family services to ensure that all children receive support. Parents receive training and support on how to advocate for their children and to continue the learning process at home. Partnerships are created with families that identify their strengths, needs and goals. Family Services staff help parents to access community resources including ESL, financial literacy and job training. During the 2013-2014 program year, Telamon served 5,314 children in these programs.
• Youth Programs – These initiatives target attainment of academic credentials including high school diplomas and GED through counseling and supportive services, career and higher education exploration activities, career and life skills workshops, and job placement. The objective is to empower and equip youth customers to be productive members of society and be able to support themselves. Telamon’s largest youth program is YouthBuild in SC. This program focuses on educational attainment, and training and certifications for construction trades. In this program, Telamon exceeded program objectives in Attainment of Degree/Certificate and Placement in Employment by 46.5% and 16.6%, respectively.
• Housing and Financial Literacy – For most Americans, purchase of a home provides an unmatched level of psychological and financial security. It can also provide the starting point for lifelong accumulation of wealth that can be utilized by the family to leverage their children’s education or start their own business. Housing counselors work with customers to help them navigate the home-purchasing process including financial preparation and the logistics of applying for mortgages, and understanding home inspection results. For those who currently own homes, but are having problems making their mortgage payments, Telamon Housing provides services on budgeting and how to reduce debt. In some instances programs have been available to fund homeowners who have lost their jobs while they seek new training and employment. Beyond housing counseling, Telamon also offers programs on financial literacy that focus on becoming banked, improving credit scores, and savings. During fiscal 2013-2014, 379 clients received some type of home ownership counseling.
• Tax Preparation – Since 2013, Telamon has partnered with the IRS and myfreetaxes.com to provide access to free tax preparation services for the low to moderate income customers we serve. We use online campaigns, community service announcements, and referrals by staff at local offices and centers to promote the benefits of free tax preparation and the EITC to customers. It provides a no-cost option for online or in person tax preparation, helps educate customers on the benefits of filing taxes for Earned Income Tax Credit eligibility, and outlines the true financial cost of cash advances provided by for-profit tax preparers.
• Immigration Counseling Services – Telamon was recognized by the Bureau of Immigration Appeals, U.S. Department of Justice, to provide immigration counseling services in North Carolina in May 2014. Telamon has provided immigration information sessions at numerous sites in eastern NC to educate customers on benefits for which they may be eligible. As important, it has highlighted for the immigrant
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community the risk of notario fraud; these individuals are neither qualified or allowed by law to provide immigration information and many times defraud customers by promising outcomes they cannot deliver on and by charging fees for USCIS forms that are free. For those that are eligible for immigration benefits, Telamon Immigration Counseling Services provides low-cost legal assistance enabling families to come out of the shadow economy and become fully integrated into their communities. 4. Describe how your agency plans to make more effective use of, coordinate and form partnerships with other organizations and programs including: State welfare reform efforts; public and private resources; religious organizations, charitable groups, and community organizations. Telamon’s years of experience in operating service programs with public funding has given the corporation expertise
in partnering with communities to meet the needs of the target population. In the three-county service area, Telamon
will learn about the existing initiatives in local service agencies to serve people in poverty. A core tool used to guide
the development of these relationships are MOUs, or memoranda of understanding, in which Telamon and a partner
agency formalize the coordination of services and efforts on behalf of the target population.
Telamon CSBG staff will work closely with other community agencies to assure that the needs of individuals and families are met. To do so, staff will collaborate with community health clinics, mental health services, public schools, community colleges, the workforce system, employers and faith- and community-based organizations (FBOs/CBOs). Staff will communicate directly with local providers and community representatives in order to provide quality services, and assist in referrals to other agencies. Telamon CSBG staff members will accept and coordinate services and referrals from all agencies in order to provide the greatest possible impact for people in need in these communities. However, given limited resources of time, funds, and space, CSBG staff will cultivate strategic partnerships with key organizations in each county. These strategic partnerships fill three critical functions: 1) they will allow us to familiarize ourselves further with the community before potentially broadening our scope of services in the 2016-17 program year; 2) they provide an entry point into the service network in all three counties, allowing Telamon to begin facilitating positive outcomes for people in poverty quickly after initial program launch; and 3) they leverage existing resources, through cost- and information-sharing. In Caswell County, we will build upon the current relationships of collaboration and support between Telamon Early Head Start and Regional Consolidated Services (Head Start grantee) and the Partnership for Children that have been developed over many years. In Rockingham and Caswell County, we anticipate that the Piedmont Triad Regional Council (PTRC) will be a key partner. In Person County, we anticipate working closely with the Roxboro Housing Authority by leveraging their existing supportive services platform to expand capacity and reach more individuals and families. Telamon will coordinate self-sufficiency services with all agencies that serve people living in poverty, including those that provide transportation; energy assistance; public assistance; high school equivalency; financial and career counseling; leadership skills; vocational and occupational skill certification; case management services; literacy; supportive services; work experience and job shadowing; and employment referrals. We anticipate reaching out to the following entities during the 2015-16 program year to establish mutually beneficial relationships for referrals, service utilization, and information-sharing: Note on agency partners: We will work to establish relationships with all agencies, including MOUs with key partner, during the third and fourth quarters of the program year (January – June).
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Agency Relationship Service Provided
Rockingham County: NC Pre-K Serves four year old children
Rockingham Community College Local training and two year degree programs; high school equivalency and basic skills education/coursework Goodwill Industries, Reidsville and Eden Job training facilities
Job Resource and Training Center, Madison Employment readiness/ job search
United Way of Rockingham Co. Service coordination and referral resources (e.g., 211.org)
Rockingham County Schools
Piedmont Triad Regional Council Northwest Piedmont eLink Youth Program provides training and employment services to youth ages 16-24, Weatherization Assistance Program; Housing Rehab Program (NCHFA). Rockingham County Partnership for Children SmartStart programs.
New Reidsville Housing Authority Shelter Plus Care (S+C) program - rental assistance to homeless individuals with disabilities, mental health or chronic substance abuse issues; Rockingham County Help for Homeless Basic support services to persons who are homeless or at risk of being homeless; HUD Transitional Grants and Permanent Housing
Rockingham County Regional Committee to End Homelessness NC Balance of State Continuum of Care, PIT Count NC Works Career Center Employment readiness training, job search support, Mobile job training and resource services The Salvation Army – Reidsville Food and nutrition support, low-income energy assistance (Share the Warmth)
Reidsville Outreach Center Food and nutrition support
Northwester Rockingham Community Ministry Low-income energy assistance (Share the Warmth). Caswell County:
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Telamon Corporation Early Head Start Self Center- and home-based Early Head Start services serving 36 children and pregnant women.
Caswell County Parish, Inc. Partner Agency /Neighbor Emergency Assistance Programs, Low-income Energy Assistance (Share the Warmth), Domestic Violence Program & Shelter, Food pantry
Dr. & Mrs. Paul and Alice Robinson, aka County Outreach Ministry Food, clothing distribution to low income community Regional Consolidated Services of Randolph County Referral from Telamon EHS to Head Start Head Start services for 48 children and their families Section 8 Housing Supportive housing services
United Way of Caswell County Service coordination and referral resources (e.g., 211.org) Piedmont Triad Regional Council Northwest Piedmont eLink Youth Program, provides training and employment services to youth ages 16-24; Weatherization Assistance Program Cooperative Extension Services Refer families served by Telamon EHS and CSBG Work with limited resource families to combat problems of hunger and poor nutrition. Teaches families how to get an adequate diet and how to make wise food purchases. Human Services / Health Department Provides well-child/well-women clinics. Services include medical/dental exams and treatment. Vision, hearing, speech and lab testing. Health classes, counseling, prenatal care, well-baby care, and counseling for family planning and meal planning. Caswell County Department of Social Services Provides basic resources and services such as Food Stamp Program, adoption services, subsidized childcare, protective services, Work First and more.
Prospect Hill Community Health Center Comprehensive medical and dental services Caswell County Partnership for Children Child care, parenting education and support Piedmont Community College Satellite campus in Caswell Co. Offers Career Readiness Certificate and free literacy classes and ESL in Caswell and Person Counties
Person County:
United Way of Person County Service coordination and referral resources (e.g., 211.org)
Person County Partnership for Children NC Pre-K, parent education and training, childcare subsidy.
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Piedmont Community College Career Readiness Certificate program; free literacy and ESL classes. Roxboro Housing Authority Section 8 Housing, employment and social supports. Christian Help Center Food and nutrition support
Kerr-Tarr Workforce Development Board Workforce development services
5. Describe how your agency will establish linkages between governmental and other social services programs to assure the effective delivery of such services to low-income individuals, to avoid the duplication of such services and to fill identified gaps in services, through the provision of information, referrals, case management and follow-up consultations. Building partnerships and opening lines of communication among resource partners will be a key focus during the initial implementation of programs in all three counties. This “orientation” period will be critical to understanding the existing resources and networks in order to fill gaps and avoid duplication of services. During the planning and development of this proposal, Telamon staff reached out to the Directors of Social Services in Caswell, Person and Rockingham Counties to notify them of our designation as the CSBG provider in their county. As the providers of economic services, child welfare, low income energy assistance, NC WorkFirst, TANF, Medicaid and HUD-funded public housing programs, DSS represents a hub of information, resources, case management and referrals that benefit people living in poverty. In order to develop a successful and comprehensive CSBG program, we solicited their input on coordinating services in the county. Telamon’s goal is to create CSBG services that complement the DSS offerings in each county and become part of the resource network in each county. Telamon will seek out training for its CSBG staff so that they understand how to effectively refer participants to Departments of Social Services for adult, child, Medicaid, and LIHEAP services. Our staff will develop a comprehensive guide to the counties’ community services so that customers may be referred to the appropriate contact point within these large governmental organizations. Staff will coordinate with Departments of Social Services to ensure that participants enroll in programs and services that will improve their life situation. Strategic nonprofit and governmental partners (e.g., PTRC and RHA) will also provide key information and access to networks that will allow CSBG staff to maximize the support available for individuals and families living in poverty. A critical element in providing a seamless experience for our customers is an efficient intake system that limits the need for customers to repeat biographical, income, and other personal data repeatedly to different agencies. One way we propose to streamline this process is by collaboratively developing intake processes with key partners, including PTRC in Rockingham County, Early Head Start in Caswell County, and the Roxboro Housing Authority in Person County. These important processes will be a focus of the initial grant period. A common theme from participants in all public meetings was the need for coordination of services, ensuring that families who need services are connected and enrolled using a case management approach. Telamon CSBG staff will assist in meeting this need by assessing needs, providing or connecting individuals with appropriate employment, child, or social support services through referrals to DSS or other appropriate agencies, and assisting them with enrollment in programs and services that help them achieve self-sufficiency. Staff will monitor cases continuously to identify gaps or problem areas for the customers and assist them in finding the appropriate supportive programs to fill those gaps.
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6. Provide a description of how your agency will support innovative community and neighborhood-based initiatives related to the purposes of the Community Services Block Grant (fatherhood initiatives and other initiatives with the goal of strengthening families and encouraging effective parenting).
Telamon’s years of experience in Head Start programs has led to the development of fatherhood promotion
initiatives through its family and community engagement plans in each program. For example, using SmartStart funding Telamon operates parenting classes and family literacy offerings in its Wake County centers. We will
use our Caswell Early Head Start center as a meeting center for a variety of group trainings for CSBG
participants, including fatherhood, family strengthening and parenting skills. In the 2015-16 program year, we
will identify cost effective meeting spaces in Person and Rockingham counties that CSBG participants can
access. As part of the regular information-sharing and referral processes, staff will inform CSBG-eligible families
of local activities and initiatives that may be of benefit.
In addition, Telamon staff is a proactive partner in planning, participating, and staffing events that are of benefit
to the community. This includes multi-agency outreach and information events, family-strengthening initiatives,
and civic meetings for a variety of purposes.
7. Describe activities that your agency has undertaken or plans to undertake, on an emergency basis, for the provision of such supplies and services, nutritious foods and related services, as may be necessary to counteract conditions of starvation and malnutrition among low-income individuals. Telamon has relied on a number of grassroots and faith-based organizations to assist in the provision of emergency food assistance to clients. As part of our initial networking with agencies in all three counties, Telamon CSBG staff will coordinate with local churches, the American Red Cross, the Salvation Army, Departments of Social Services and other providers, to provide health care kits and food to eligible clients. Outreach to the faith-based community will be important, as our research shows that many of the food and nutrition programs and support are operated by faith-based organizations and/or congregations. Other emergency assistance, such as housing supports, are available through community partners such as the Caswell Parish, Roxboro Housing Authority, and others. CSBG staff will assist customers with their urgent needs by facilitating services through these partner agencies. Within Caswell County Early Head Start, Telamon provides nutritional counseling to families as well as nutritious meals and snacks to children. Case management for enrolled individuals and families will include referrals to agencies that work with health and nutrition, including DSS and extension programs. 8. Describe how your agency will coordinate the provision of employment and training activities with entities providing activities through statewide and local workforce investment systems under the Workforce Investment Act of 1998.
North Carolina’s workforce system is transitioning to the 2014 Workforce Innovation and Opportunity Act (WIOA). Section 167 of the WIOA authorizes the National Farmworker Jobs Program (NFJP), a program that provides employment, training and supportive services to individuals who work in agriculture. Telamon NFJP services cover over 25 counties in North Carolina. Telamon has a close working relationship with local Workforce Development Boards (WDB) and their respective NCWorks Career Centers. The staff of Telamon’s seven field offices are co-located within these centers. We expect to bring this knowledge of the changing workforce development system to bear on our collaborations with the Kerr-Tarr WDB in Person County, and with the PTRC in Caswell and Rockingham Counties.
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Under WIOA, “Employment and Training Activities under the Community Services Block Grant Act” is considered a “One-Stop Required Partner.” In this connection, we plan to work closely with WDBs in the three counties to offer services that are complementary to those available through the NCWorks Career Centers (One-Stops). For instance, participants in Rockingham County commented that 75% of the WIOA funding must be used to support out-of-school youth, leaving many outside those parameters in need of supports. Focus group participants commented that some specific groups in need of support include youth transitioning out of foster care, justice system-involved youth, pregnant youth, and re-integrating adults, among others. The employment and training services provided by Telamon through this CSBG grant are more flexible and can be used to leverage and complement WDB services to reach more working-age young people as well as adults. The local WDBs are also closely involved with the schools systems and employer communities and are in the process of developing Career Pathways for WIOA participants. These Career Pathways align workforce services with what employers need to be successful. The Career Pathways are a tool that will guide academic and experiential learning opportunities to lead students toward a career and are focused around in-demand local employment and industry needs (e.g., health care, manufacturing, etc.). Each school district is required to have at least two state-approved Career Pathways. If customers seeking Telamon CSBG education and employment training are participating in a Career Pathways program, staff will develop clear education, training and work-based learning plans that align with the customers’ career goals. The Career Pathways will be a great asset to students interested in those predefined professions, but supports are still needed for customers whose career interests fall outside of those designated pathways, such as in other small businesses or even entrepreneurship. We anticipate partially filling that gap by providing employment training, work experience, and job placement services for customers who wish to be employed in alternative fields to the ones established through the Career Pathways. In these instances, staff will work closely with the customer to identify career goals and develop specific strategies to meet those goals.
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Community Services Block Grant Program Fiscal Year 2015-16 Application for Funding Planning Process Narrative (continued) 9. Describe how your agency will ensure coordination with the emergency energy crisis intervention program under title XXVI (relating to low-income home energy assistance). Telamon Corporation's field staff will coordinate and provide referrals with governmental and other human services programs by networking with contacts at the Department of Social Services, faith and community based agencies, and website resources such as NC211.org and JobStart County Resource List. These online resources identify services designed to help people in North Carolina including the low-income customers who comprise the CSBG target audience. The Departments of Social Services in all three counties are the primary vehicle for the federal Low Income Home Energy Assistance Program. In some counties there are additional supports through community-based energy cost-sharing programs or charitable agencies. For example, both Duke Energy and Piedmont Natural Gas contribute to “Share the Warmth,” and funds are made available to customers via partner agencies in Caswell and Rockingham counties (there is no partner agency in Person County): County Share the Warmth Partner Agency Caswell Caswell Parish
Rockingham Co-Operative Christian Ministries The Salvation Army – Reidsville Northwestern Rockingham Community Ministry Staff will collaborate and communicate closely with local providers of low-income home energy assistance programs to avoid duplication of services already provided in the communities and to ensure that those families who need and are eligible for the services, receive them. 10. Describe the needs of low-income youth and your agency’s efforts to promote increased community coordination and collaboration in meeting the needs of low-income youth.
Security, self-esteem, and preparation for the challenges of adulthood are common needs for all young people. However, they are especially serious issues for low-income youth due to the potential lack of family support, positive role models, and financial necessity. Based on needs, referrals will be made to partners for services such as tutoring, mentoring, career path identification, and other services depending on the needs of the individual. Ultimately, the safety and well-being of youth are the first priority. As Telamon staff assesses individuals and families for services, youth found at risk will be referred to governmental, faith, and community agencies that can provide assistance. After physical safety, educational attainment is the next most critical need for youth. Without a high school diploma or GED, the structural elements that reinforce poverty – particularly low-skill, low-wage employment – are simply repeated for another generation. In the three-county service area proposed for this CSBG grant, this critical need for educational attainment is underscored by the higher-than-average levels of poverty (exceeding 29% in all three counties) among individuals over the age of 25 without a high school diploma or equivalent.
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Depending on the level of academic attainment to date, working-age youth who have dropped out may be referred to local community colleges that offer developmental education as well as GED (or equivalent) instruction. Piedmont Community College and Rockingham Community College both offer Adult Basic Education, High School Equivalency diploma, and career-readiness training at minimal cost to participants (typically the only cost is for applicable exams). Older youth, who because of low academic attainment or family situation cannot or will not participate in a traditional adult basic education or GED curriculum, will be able to participate in Telamon’s work readiness and employment training services. To develop self-esteem for young people, it is important to create achievable challenges and recognize their attainment. To support this effort, Telamon CSBG staff will provide referrals to school and community groups involved in betterment projects that instill a sense of achievement, teamwork, and responsibility in youth. 11. Describe activities that your agency has undertaken or plans to undertake to establish a pool of unrestricted funds to further the agency’s mission and reduce dependency on government funding. a. Funds to support services for low-income persons Telamon Corporation is currently in a period of strategic growth around our corporate development function. We have successfully competed for grants from private and corporate foundations, and are in the process of identifying and cultivating further relationships in order to expand our programming. We anticipate that these funds will complement/leverage CSBG and other federal and state program dollars. b. Funds to support the overall agency Telamon recognizes the importance of raising a pool of unrestricted funds to support the organization’s overall mission. Via Igive.com, Telamon receives donations linked to purchases made from participating retail companies. Those who are interested in making donations can do so via Telamon’s corporate webpage at http://www.telamon.org/donate.aspx . In addition, employees are encouraged to participate in making donations to the Telamon contingency fund. 12. Describe your agency’s method for informing custodial parents in single-parent families that participate in CSBG programming about the availability of child support services. In addition, describe your method for referring eligible parents to the child support office[s]. Staff informs custodial parents in single-parent families about the availability of child support services or “Work First”, the program through which North Carolina administers the federally-funded Temporary Assistance to Needy Families (TANF) program. Telamon CSBG staff are able to both “on- and off-ramp” customers into Work First: staff can provide services and refer families to begin receiving support through Work First, as well as support families as they transition out of participation in Work First. Through the referral process, staff will refer youth to the Department of Social Services child support office who will determine Work First eligibility for financial assistance. Staff will inform youth that Work First recipients are eligible for all Child Support Enforcement services at no cost and refer them to all available resources/referrals.
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Community Services Block Grant Program Fiscal Year 2015-16 Application for Funding OEO Form 210 Agency Strategy for Eliminating Poverty
Planning Period: July 1, 2015 – June 30, 2016 Section I: Identification of the Problem (use additional sheets if necessary)
1. Give the Poverty Cause name(s), rank the poverty cause(s) and identify which one(s) the agency will address. As a result of our review of existing community assessments and statistical data, as well as input from our colleagues in the governmental and nonprofit sectors in all three counties, we have identified the following economic determinants of poverty in the three-county service area: a. Lack of access to full-time, good-paying jobs (especially ones with benefits); b. Lack of key educational attainments, especially attainment of a high school diploma or equivalent; c. Low levels of employment skill and career readiness; d. Limited availability of supportive services that allow individuals to both complete diploma/degree programs, and to search for and secure jobs. Key supportive services identified as high need are child care and transportation. While Telamon Corporation cannot directly address the availability of jobs, we can provide employment training and educational and supportive services that will help customers in the three counties become more competitive in the labor markets within the three-county area. We are currently in the process of identifying a consulting firm to assist us with a full Community Assessment in preparation for the 2016-17 program year. We expect that the results of that assessment, along with lessons learned from the planning and early implementation phase in program year 2015-16, will allow us to develop and expand programming to target additional needs as they are discovered. 2. Describe the poverty cause(s) in detail in the community with appropriate statistical data (include data sources). Explain why the problem exists. Identify the segment of the population and give the number of people experiencing the problem. Explain how the persons are adversely affected. Our review of community assessments, statistical research, and focus groups painted a clear picture of communities in dire need of access to jobs, especially jobs that can provide regular hours, above minimum wages, and benefits. These stable, higher-paying jobs require a level of education and skills proficiency that a significant portion of the population in Caswell, Person, and Rockingham Counties lacks. While the immediate impact is on working-age youth and adults, low levels of education and training (and therefore low-wage and low-skill jobs) have ripple effects on the broader community, including the perpetuation of a multi-generational cycle of low educational attainment and continued poverty. Since 2007, North Carolina has used a three-level system for designating development tiers, ranking each county to a designation of Tier One (most distressed), Tier Two, or Tier Three (least distressed). In its 2015 County Development Tier Rankings, the NC Department of Commerce ranked the state’s 100 counties based on
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economic indicators including unemployment, household income, population growth, and property tax base (per capita). Per the development tier rankings, Rockingham County is the most economically distressed, falling at 19th in the state. Caswell County follows at 39th, and Person County at 58th. NC Development Tier Rankings, Economic Indicators State/County Tier Rank Property Tax Base, Rank
Population Growth, 2010-2013
Family Households in Poverty
Unemployment: 12 Month Avg., Oct ’13-Sept ‘14
North Carolina n/a n/a 305,757 6.41%
Caswell 1 81st 0.80% 960 7.04% Person 2 35th -0.63% 1,082 6.83% Rockingham 1 68th -1.43% 3,400 7.63%
Sources: Bureau of Labor Statistics, Local Area, Seasonally Adjusted Unemployment Statistics for North Carolina, Data Series report run 7-28-2015. All three counties have 12-month unemployment rates that exceed the North Carolina average. The unemployment statistics outlined above were supported anecdotally by public meeting participants in all three counties, who reported both a shortage of well-paying jobs as well as a skills gap between the labor force and employer needs. Participants attributed the skills gap to shifting and shrinking industry demands, as well as low educational attainment and a lack of “soft skills” among workers. The implosion of the NC manufacturing sector in the early 2000s resulted in devastating job losses for rural communities, including the three-county service area, whose local economies disproportionately depended on the jobs associated with manufacturing. According to the Our Manufacturing Future report from the NC Rural Economic Development Center, the NC manufacturing sector currently sits at just 62% of its 2001 employment. While the manufacturing sector has begun to rebound in NC, the gains are slow and small compared to the losses sustained. These job losses created a vacuum in the labor markets of all three counties, leaving many workers, especially low-skill workers, with few alternative employment options. Rockingham County was particularly hard-hit, as over 20% of its total employment is in manufacturing. The recent announcement of the fall 2016 closure of the Millercoors brewing facility in Eden – the sixth largest employer in Rockingham County – represents the loss of another 526 jobs in an already economically challenged county and reinforces the urgent need for employment and training supports in the three counties. Overall Poverty Levels, including Child Poverty Rate State/County Median HH Income Total Population # of Pop Living in Poverty Overall Poverty Rate Child Poverty Rate (Under 18)
North Carolina $46,334 9,396,989 1,643,389 17.5% 24.9%
Caswell $35,315 22,162 5,014 22.6% 33.8% Person $42,317 38,941 7,024 18.0% 21.9% Rockingham $38,567 91,696 16,425 17.9% 25.7% Source: 2009-13 ACS 5-Year Estimates, Tables DP03 and S1701 While the overall poverty rates of all three counties are in line with the North Carolina average, the median household income indicates that many may be employed in jobs with low wages and/or limited hours. The comparatively higher median income in Person County is reflective of its proximity as a “bedroom community” to Durham, NC, its urban neighbor to the south.
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According to NC Department of Commerce Access NC Data, a combined 16,056 people within the three counties lived in a household with projected annual income of less than $15,000. Another 12,803 people lived in households with projected income between $15,000 and $24,999. While not all people in this income range are eligible for CSBG-funded services in North Carolina, we believe the target market for CSBG services lies within this group of over 28,000 residents. Poverty Among Population 25+ without High School Diploma State/County Total Population Overall Poverty Rate
# Pop 25+ w/o HS diploma, living in poverty
Poverty Rate, 25+ without HS diploma
Poverty Rate, 25+ with HS diploma
N. Carolina 9,396,989 17.5% 285,844 30.8% 15.2% Caswell 22,162 22.6% 1,222 29.8% 21.6% Person 38,941 18.0% 1,323 29.8% 14.8% Rockingham 91,696 17.9% 4,107 30.6% 14.2
Source: 2009-13 ACS 5-Year Estimates, Table S1701 As demonstrated above, poverty correlates strongly to the level of educational attainment of the individual. The poverty rate for individuals 25 and older without a high school diploma or equivalent is dramatically higher than the statewide overall poverty rate of 17.5%. All three counties are in line with the NC average of 30.8% for individuals 25+ without a diploma, but exceed the national average of 27.1%. Once individuals achieve at least a high school diploma (or equivalent), the poverty rate drops to below the overall poverty rate in all three counties. This elevated rate of poverty among those without a high school diploma or equivalent underscores the damping effect of low educational attainment on employment and earnings. Connecting these individuals with educational supports, including diploma equivalency programs, developmental coursework, or alternative pathways has the potential to lead to a dramatic decrease in poverty among this population. 2013-2014 NC Dropout Rate (1) County/State % Rate
N. Carolina (Total) 2.3% Caswell (2) .75% Person 3.9% Rockingham 3.8%
(1) Report to Joint Legislative Education Oversight Committee, NC Board of Education, Consolidated Data Report, 2013-2014. (2) Caswell County records a drop from 25 dropouts in 2012-2013 to 6 in 2013-14 with a commensurate drop in the rate of dropouts from 2.97 to .75% Although Caswell County had a remarkable turnaround in the dropout rate from 2013 to 1014, Rockingham and Person counties have a dropout rate that is significantly higher, 65% and 70% respectively, than North Carolina as a whole. The high dropout rate over time translates to a significant number of individuals, especially in Rockingham and Person Counties, without a basic educational credential. Without a high school diploma, GED, or equivalent, these individuals face poor prospects for employment and, as data demonstrate, are disproportionately more likely continue to live in poverty. These statistics were supported by focus group participants who expressed a need for supportive services for youth to keep them on track to graduate as well as assist those who are out of school. In Rockingham County, participants identified 14- and 15-year-olds as particularly at risk of dropout or low educational attainment. In addition to a higher-than-average high school dropout population, all three counties have a higher-than-average median age. This is consistent with broader trends of rural flight and indicates that young and working-
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age people are leaving these counties in search of better economic opportunities. These trends have contributed to an old-age dependency ratio –the ratio of older adults (65+) to the labor force – that exceeds both the federal and state levels. This indicates additional pressure on existing social service and support systems as individuals consume a greater share of resources (especially healthcare) as they age. Aging Populations Region Median Age Old-Age Dependency Ratio US 37.3 21.4 North Carolina 37.6 21.3 Caswell 43.8 27.2 Person 41.7 25.6 Rockingham 42.5 27.4
Source: 2009-2013 ACS 5-year Estimates, Table S010 In addition to the need for direct employment training and educational guidance, individuals must have access to the supportive services that allow them the financial capacity and time to pursue these activities. This includes services such as child care and transportation. Lack of access to quality child care hampers the ability of individuals with children to work a regular and consistent schedule. In all three counties, participants in focus groups brought up the need for child care support, citing waiting lists for DSS child care subsidies as well as waiting lists for reputable child care programs such as Smart Start, Early Head Start, and Head Start. Median Travel Time to Work North Carolina 23.6 min. Caswell County 32.5 min. Person County 30.1 min. Rockingham County 26.4 min.
Source: 2009-2013 ACS 5-year Estimates, Table S0801 Focus group participants also spoke to gaps in transportation services in all three counties. As demonstrated in the table above, residents of all three counties have a median travel time to work that exceeds the state average. These longer commutes make access to reliable transportation an even more critical factor in individuals’ ability to get and retain a job. However, based on feedback from focus group participants, access to and affordability of reliable transportation are barriers to sustaining both educational participation (e.g., through GED coursework at the local community college) and employment. Once individuals are employed and receive social supports, they must be informed and empowered to manage their own financial futures in order to build wealth for themselves and their families. Several focus group participants cited the need for financial literacy education on topics such as household budgeting, savings, managing credit, and predatory lending. Participants also spoke to a specific need for education regarding the financial elements of housing, including renters’ rights and preparation for homeownership. Receiving educational supports and employment and job skills training will empower these individuals to participate more competitively in the workforce and help break the multigenerational cycle of poverty in these rural counties. Furthermore, coordination of supportive services, such as child care and transportation, and education on personal finance and housing will help individuals stay on track to gain employment, stay employed, and meet their own self-sufficiency goals. Our efforts in these counties will therefore focus on providing employment and training opportunities using a case management approach, complemented by a robust referral network of social service agencies to meet other needs in order to support individuals and families as they seek to become self-sufficient.
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Section II: Resource Analysis (use additional sheets if necessary)
3. Resources Available:
a. Agency Resources: Telamon has been serving low income families in North Carolina since 1965. Since that time Telamon has developed customer and program based expertise in working with families living in poverty, including families with children, farmworker and low income youth, at-risk home owners, and other at-risk populations. This expertise includes outreach, case management, assessment and counseling, early childhood advocacy, education, and health screening, mentoring adults and youth, employment counseling and placement, home purchasing and foreclosure prevention counseling, financial literacy education, immigration counseling, and referral services. Specific to this proposal, Telamon serves 36 children and pregnant women at the Early Head Start Center in Yanceyville (Caswell County). Telamon has space available in this location to support CSBG services. We will offer the income-eligible families served by EHS and those on the waiting list, the opportunity to enroll in Telamon’s CSBG services. We will evaluate these families based on their needs for employment, education, housing and/or transportation services during the 2015-16 program year. Telamon Corporation operates housing programs based in Danville, VA and Raleigh, NC. Thanks to the proximity of both of these locations to the proposed service area (they are nearly equidistant to all three counties), we will be able to leverage existing staff and resources to provide housing education. This will most likely take place as group sessions rather than one-on-one counseling, although Telamon CSBG staff will be able to assist customers with referrals to other agencies as well as Telamon Housing services. b. Community Resources:
Telamon has positive working relationships with many service agencies in North Carolina that can be relied upon to meet some of the needs of families in poverty. The information and referral process we use will be expanded to include Rockingham, Caswell and Person Counties. We will reach out to DSS in each county to set up a referral process for social services. We will work closely with local Workforce Development Boards to leverage and complement existing resources in employment and training. We will contact Piedmont Community College (Caswell and Person) and Rockingham Community College when adults need training, ABE, and GED. In addition, the Salvation Army and Goodwill can provide emergency assistance as required. These agencies have worked cooperatively with us over the years in other territories and we are confident that the positive working relationships will extend to the new community action service area. 4. Resources Needed:
c. Agency Resources: Overcoming the barriers of poverty, lack of job-ready skills, limited transportation to employment centers and training providers will require resources to deliver basic workplace readiness, job skills training and counseling services. This funding will provide direct customer services in the form of outreach/case management staff, instruction, and employment- and education-supports for CSBG customers (please refer to budget for expenditure details). In order to support customers effectively, we believe it is necessary to have at least one person in all three counties. We will leverage existing staffing – such as through our Housing services office in Danville, VA – but will also need to complement with new positions to provide case management, training, and referral services to our new customers in the tri-county area.
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Current program funding sources for WIOA funded employment and training services require that participants have a high school diploma, job ready math and reading skills, and are ready to sit for the WorkKeys Career Readiness Certificate. This leaves a significant portion of people in poverty unserved. For customers who are at risk of losing their housing or are in substandard housing or homeless situations, we will evaluate customer needs for the appropriate service – either a referral to Telamon Housing Services, or to Reidsville Housing Authority, Caswell County Section 8 Housing Services, or Roxboro Housing Authority. Telamon is also in the process of searching for workspace in Rockingham and Person Counties. We will seek out functional space that is accessible for CSBG customers. d. Community Resources: Telamon will seek to partner with other agencies that provide specialized services in the three county area. During the 2015-16 program year, a key focus will be establishing MOUs and working partnerships with agencies listed in the table under Question 4 of this Application. As Telamon assesses CSBG customer needs in the enrollment process, we will rely on referral partners in meeting the ongoing and emergency needs of program participants. Section III: Goal and Strategy
5. Long-Range Goal: Forty (40) individuals will receive employment and training services and referrals to community resources by June 30, 2015. 6. Strategies for Achieving Long-Range Goal: Strategies for achieving goal of reducing, eliminating barriers for target populations: - Enroll eligible participants into program to receive employment training, supportive services, employment supports, and referrals to other services. - Utilize training and information sessions to recruit additional participants. - Conduct assessments to determine customer needs and develop a self-sufficiency plan with action items pertaining to education, employment, and supportive services. - Network with other service providers to tap into existing resource and referral networks. - Collaborate with key partners on intake processes to maximize efficiency and effectiveness for customers. - Provide referrals to outside agencies for supportive services outside the scope of Project PRIDE. - Receive referrals for training and supportive services from partner agencies in the three-county area. - Work with employer community in service area to tailor employment support and training to specific workplace needs. - Leverage Telamon Early Head Start presence in Caswell County service area for outreach, as well as case management, referral services, and group training activities. - Partner with community organizations, including Departments of Social Services, Kerr-Tarr WDB, PTRC, and others to communicate availability of services. - Utilize existing locations that serve the low income community to increase comfort level and accessibility of Telamon services. - Build relationships with existing employer community to facilitate Work Experience (WEX), job shadowing, and employment placements.
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- Deliver short-medium duration programs (e.g. training programs, WEX, others) that have a defined goal and provide a certificate of completion to motivate participants. - Provide gas card incentives to defray travel expense and to recognize completion of programs. - Provide resources to support participants in their educational and employment goals (e.g., tuition, books, uniforms, etc.). - Provide financial capability training, in groups and one-on-one, for participants on topics such as basic financial literacy, banking, credit, and homeownership. - Provide limited funding of child care services to encourage attendance and enhance the training experience. - Utilize employer relationships to seek employment placement for successful program completers.
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Community Services Block Grant Program Fiscal Year 2015-16 Application for Funding One-Year Work Program OEO Form 212 Section I: Project Identification
1. Project Name: Project P.R.I.D.E. (Personal Responsibility in Daily Endeavors)
2. Poverty Cause Name: Lack of job skills, lack of basic educational attainment, lack of employment supports
3. Long-Range Goal:
Forty (40) individuals will receive employment and training services and referrals to community resources by June 30, 2015.
4. Selected Strategy:
Strategies for achieving goal of reducing, eliminating barriers for target populations: - Enroll eligible participants into program to receive employment training, supportive services, employment supports, and referrals to other services. - Utilize training and information sessions to recruit additional participants. - Conduct assessments to determine customer needs and develop a self-sufficiency plan with action items pertaining to education, employment, and supportive services. - Network with other service providers to tap into existing resource and referral networks. - Collaborate with key partners on intake processes to maximize efficiency and effectiveness for customers. - Provide referrals to outside agencies for supportive services outside the scope of Project PRIDE. - Receive referrals for training and supportive services from partner agencies in the three-county area. - Work with employer community in service area to tailor employment support and training to specific workplace needs. - Leverage Telamon Early Head Start presence in Caswell County service area for outreach, as well as case management, referral services, and group training activities. - Partner with community organizations, including Departments of Social Services, Kerr-Tarr WDB, PTRC, and others to communicate availability of services. - Utilize existing locations that serve the low income community to increase comfort level and accessibility of Telamon services. - Build relationships with existing employer community to facilitate Work Experience (WEX), job shadowing, and employment placements. - Deliver short-medium duration programs (e.g. training programs, WEX, others) that have a defined goal and provide a certificate of completion to motivate participants. - Provide gas card incentives to defray travel expense and to recognize completion of programs. - Provide resources to support participants in their educational and employment goals (e.g., tuition, books, uniforms, etc.). - Provide financial capability training, in groups and one-on-one, for participants on topics such as basic financial literacy, banking, credit, and homeownership. - Provide limited funding of child care services to encourage attendance and enhance the training experience.
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- Utilize employer relationships to seek employment placement for successful program completers. 5. Project Period: July 1, 2015 To June 30, 2016 Plan Year 1 of 1
6. CSBG Funds Requested for this Project: $396,814.00
7. Total Number Expected to Be Served: 40
a. Expected Number of New Customers 40
b. Expected Number of Carryover Customers 0
8. Number expected to be moved above Federal Poverty Guidelines this year (Self-Sufficiency Projects): 5
9. Percent of Long-Range Goal Expected to be Met this Year (For projects other than Self-Sufficiency): 100%
Section II: One-Year CSBG Program Objective and Activities
Activities Position Title(s) Implementation Schedule
First Quarter Second Quarter Third Quarter Fourth Quarter Objective: Provide outreach and intake for 40 participants.
Program Coordinator Family Advocate II – RC Family Advocate I – CC Family Advocate I – PC
40
Work Skills Training: Clients earn 10 certificates or other measures of completion in work skills training (e.g. Career Readiness Certificate).
Family Advocate II – RC Family Advocate I – CC Family Advocate I – PC
10
Work Experience: 10 customers enrolled in a paid Work Experience. Family Advocate II – RC Family Advocate I – CC Family Advocate I – PC
10
Supportive Services Provided: 20 customers receive direct employment & education supports (e.g., uniforms, child care, tuition & fees, books).
Family Advocate II – RC Family Advocate I – CC Family Advocate I – PC
20
Training/Education Referrals: 30 customers referred to training partners (e.g., community college) for education/skills training leading to certification.
Family Advocate II – RC Family Advocate I – CC Family Advocate I – PC
30
Supportive Services Referrals: 30 customers referred to agencies for supportive services (e.g., LIHEAP, housing, food/nutrition)
Family Advocate II – RC Family Advocate I – CC Family Advocate I – PC
30
Financial Services: Financial capability education programming delivered to 40 participants. Family Advocate (Financial Capability) 40
Employment: Assist 5 customers into employment or better employment. Family Advocate II – RC Family Advocate I – CC Family Advocate I – PC
5
Partnership Building: Reach out to local agencies to identify customers, establish referral processes, service delivery partnerships, and MOUs.
Program Coordinator NC State Director, E&T Deputy State Director
4/1-6/30
Employer Relationships: build relationships and establish contracts with employers to facilitate work experience placements.
Program Coordinator NC State Director, E&T Deputy State Director
4/1-6/30
Implement AR4CA database system IT Specialist 4/1-6/30
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Budgeting: Create and implement a program budget. Monitor budget, expenditures, and cost allocations for CSBG project.
NC State Director Budget Analyst 4/1-6/30
Community Services Block Grant Program
Fiscal Year 2015-16 Application for Funding One-Year Work Program OEO Form 212 (continued) 10. Use the tables below to enter your agency’s targeted outcome results. The performance measures will be included in the agency’s CSBG contract. All CSBG grantees are required to complete Table 1. Please refer to Performance Measures and Outcomes Definitions on page 7 of the Fiscal Year 2015-16 CSBG Application Instructions. If your agency operates more than one project, you will also need to complete Table 2 on the following page. There should be one table of outcome measures per project. Table 1 Outcome Measures for Project P.R.I.D.E. (Personal Responsibility in Daily Endeavors)
Measure Expected to Achieve the Outcome in Reporting Period (Target)
The number of participant families served. 40
The number of low-income participant families rising above the poverty
level.
N/A
The number of participant families obtaining employment. 3
The number of participant families who are employed and obtain better
employment.
2
The number of jobs with medical benefits obtained. 3
The number of participant families completing education/training
programs.
29
The number of participant families securing standard housing. N/A
The number of participant families provided emergency assistance. N/A
The number of participant families provided employment supports. 30
The number of participant families provided educational supports. 30
The average change in the annual income per participant family
experiencing a change.
This measure does not require a target, but must be reported.
The average wage rate of employed participant families. This measure does not require a target, but must be reported.
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Community Services Block Grant Program
Fiscal Year 2015-16 Application for Funding One-Year Work Program OEO Form 212 (continued) Table 2 Outcome Measures for Project 2 (enter project name)
Measure Expected to Achieve the Outcome in Reporting Period (Target) The number of participant families served.
The number of low-income participant families rising above the poverty
level.
The number of participant families obtaining employment.
The number of participant families who are employed and obtain better
employment.
The number of jobs with medical benefits obtained.
The number of participant families completing education/training
programs.
The number of participant families securing standard housing.
The number of participant families provided emergency assistance.
The number of participant families provided employment supports.
The number of participant families provided educational supports.
The average change in the annual income per participant family
experiencing a change.
This measure does not require a target, but must be reported.
The average wage rate of employed participant families. This measure does not require a target, but must be reported.
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Fiscal Year 2015-16 Community Services Block Grant Application Page 32 of 36
Community Services Block Grant Program
Fiscal Year 2015-16 Application for Funding One-Year Work Program OEO Form 212 (continued) 11. For Community Action Agencies that serve multiple counties, provide a breakdown of the expected number of persons served in each designated county in the table below. Show the total number of persons served in the table.
Number of Families to be Served Per County
Agency Name: Telamon Corporation
Project Name: Project P.R.I.D.E. (Personal Responsibility in Daily Endeavors)
County Rockingham Caswell Person Total
Total Planned 22 8 10 40
Project Name:
County Total
Total Planned
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Community Services Block Grant Program
Fiscal Year 2015-16 Application for Funding Monitoring, Assessment and Evaluation Plan 1. Describe the role and responsibilities of the following in the assessment and evaluation of agency programs. a. Board of Directors: Telamon’s Governing Board meets on a quarterly basis to provide oversight of all programs including monitoring findings. At a more detailed level the Operations Committee of the Governing board reviews programmatic and financial performance of all Telamon projects to insure that the funders’ objectives and needs of customers are being met. If a program is falling short of performance expectations, the State Director in charge of running the subject project is required to develop and implement a project improvement plan to correct the situation. Resolution of this plan, in turn, is tracked by the Operations Committee. b. Low-Income Community: Low income families are represented on the board by one-third of the membership. Their oversight of program content and results as it pertains to low income households is a critical element in evaluating the efficacy of programs. Input is also sought from low income households to gauge their awareness and perception of programs. This helps to develop future outreach strategies. c. Program Participants: Program participants provide direct input to local and state management staff regarding programs. In addition, some programs utilize customer satisfaction surveys to collect data systematically. Program participants, applicants, and the community at large can also use Telamon’s complaint procedure if they are dissatisfied with services, staff, or how their application has been handled to hopefully get a satisfactory outcome. In cases that go beyond service issues and per Telamon policy, participants can report waste, abuse, or fraud observed in programs via a confidential toll-free phone number, email, or a web-enabled form. d. Others: 2. Describe how administrative policies and procedures are monitored by the Board of Directors. The Governing Board and its committees review policies and procedures on an ongoing basis. These includes reviews of Personnel Manual and human resource policies by the Personnel and Bylaws Committee; grants administration procedures by the Planning and Development Committee; Head Start policy and procedures through the Head Start Committee; financial and audit policies and procedures through the Finance and Audit Committee; and program self-assessment policies and procedures through the Operations and Oversight Committee. 3. Describe how the Board acts on monitoring, assessment and evaluation reports. All significant programmatic and financial monitoring findings are brought to the board or its committees’ attention. As noted above, an assessment that shows a significant variance from stated objectives or effectiveness standards results in a corrective action plan that is closely overseen by state and executive staff. Telamon Corporation’s Governing Board conducts a fiscal self-assessment annually. This looks at how the corporate systems comply with Federal cost principles. While the self-assessment is mandated by Head Start, it tests the systems that are used for all Telamon operations. Other programmatic monitoring takes place by the State Director
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and Program Coordinator in their review of program performance and observation of program operations on a routine basis, including reporting to the Governing Board quarterly. The Governing Board reviews and approves all program monitoring reports and associated correction action plans via their Operations and Oversight Committee. In addition, employee performance is evaluated at least annually. 4. Describe the Board’s procedure for conducting the agency self-evaluation. In response to ongoing questions from the Telamon Governing Board members about oversight of its performance, at its November 2014 meeting, the Board expressed a desire to identify where they needed to ensure high performance when executing its responsibilities, including setting the direction for the organization, ensuring adequate resources, providing oversight and accountability, and ensuring effective board structure and oversight. The current agreement is that the Board will use its newly established Governance Committee (described below) to direct the implementation of a process ongoing continuous improvement of board operations. 5. Summarize the results of the Board’s most recent self-evaluation. Describe how the information has been or will be used to develop the agency’s next Strategy for Eliminating Poverty. Indicate the timeframe and planned activities for the next evaluation. In March 2015, the Telamon Governing Board engaged BoardSource to provide it with a framework and system for conducting a Board Self-Assessment, with the end goal of performing at the highest and best use of its collective capacity. The resulting product was a Board Self-Assessment (BSA) Report delivered to Telamon’s Governing Board in July 2015. Five key considerations were established for the future. 1. Revisit the Board’s roles and responsibilities, then establish a systematic way to measure Board performance. 2. Clarify the responsibility of the Board to build relationships for greater collaborations and partnerships. 3. Develop strategies and policies to improve the Board’s composition, on-boarding, and engagement. 4. Spend more Board and committee meeting time on strategic planning and strategic thinking. 5. Focus on improving the constructive partnership between the Board and the CEO. 6. Commit to ongoing continuous improvement of board operations under the direction of a Governance committee. Led by Board Chair Rev. Victor Gomez, the Board reviewed the Report’s recommendations at its August 2015 meeting. At the recommendation of Chair Gomez, the Board established an ad hoc Governance Committee to track the implementation of recommendations. This committee will be responsible for developing and recommending relevant policies to the Board on its roles and responsibilities, composition, knowledge, effectiveness and leadership. Next, the Board has committed to using these recommendations to improve upon its current and future governance performance by guiding the development of a board training plan in the future that is focused on developing the capacity of committees and individual members.
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Community Services Block Grant Program
Fiscal Year 2015-16 Application for Funding CSBG Administrative Support Worksheet OEO Form 212A 1. Administrative Support requested for (Name of Grant):
2. Total amount of Administrative Support requested: $
3. Brief description of grant including the name of the funding source:
4. Total Grant Amount: $
5. Give the reason for requesting Administrative Support from CSBG and describe how the funds will be used: (Attach supporting documentation in the Appendices)
6. How will the agency track the CSBG funds used for Administrative Support?
7. Basis for determining amount of Administrative Support needed. (Please select either Indirect Costs or Cost Allocation, not both.)
Indirect Costs
Indirect Cost Base:
Indirect Cost Rate %: % Indirect cost base amount for this grant: $
Percent indirect allowed by funding source for this grant: %
Dollar amount indirect allowed by funding source for this grant: $
Cost Allocation
Percent of administrative costs allowed by funding source for this grant %: %
Dollar amount of administrative costs allowed by funding source for this grant: $
8. Actual numerical calculation used to determine Administrative Support needed:
9. Administrative Support to be applied: (choose one) Monthly Quarterly Annually
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OEO Form 225N-The Budget Narrative Section III-Budget Summary Indirect Cost Rate Information: 12.7% Section IV-Salary and Wages
Staff Names and Positions: State Director - Jenny McEntire – 36% Program Coordinator – TBD – 100% Deputy State Director - Antoine’ Jackson – 40% Family Advocate I – Person Co. TBD – 100% Budget Analyst – Mary Sansom - 33% Family Advocate I – Caswell Co. TBD – 100% Administrative Assistant - Sonia Reid – 30% Family Advocate I – Rockingham Co. TBD – 100% It Specialist – TBD - 30% Family Advocate II – Rockingham Co. TBD – 100% Fringe Benefits: 50%
Section IVa-Budget Support Data Equipment: Scanner, phone, computer, docking station and printer for Advocates and Coordinator; Desks, Chairs, files cabinets, and bookcases for each family advocate; Vehicle– transportation for staff to meetings, trainings, client and materials transport, etc. Communications: Cell and phone line and data package for Family Advocates and allocated communication from state office. Calculation detail on Form 225 Section IVb-Budget Support Data Space Costs: All Calculations provided in OEO Form 225
Travel: Outreach to employers, partner agencies and customer; training coordination and follow-up services; staff trainings and meetings
Supplies/Materials: Participant folders, office supplies such as toner, paper, pens, etc. Section IVd-Budget Support Data-Contractual
Sub-contractor [DBA if applicable] TBD Primary Contact
Address/Phone TBD
Service Description AR4CA & full community assessment for each county Community Assessment for the counties Consultant – to facilitate Advisory Council Trainings. Payment Arrangement TBD Contract Duration
Section IVd-Budget Support Data
Client Services: - Incentives for credential achievement and data collection;
- Monthly Workshop Meeting materials such as supplies such as easels, pads, markers, pens, etc. needed for the 12 workshops. (Topics include but not limited to career exploration, EFF work readiness, ESL, budgeting, soft skills, consumer protection, etc.);
- Supportive Services to include but not limited to school, workplace attire and tools, transportation assistance and child care assistance
- Tuition, books, and fees associated with short term/long term participant training.
- Vocation Assessments and Career Readiness Certifications - Financial Literacy Calculations provided on OEO Form 225
Other: Other operational costs. Calculations provided in OEO Form 225
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OEO Form 225
Revised: 10/29/2014 AGENCY BUDGET INFORMATION
Budget Type:Annual Application: Amendment: Budget Change:
Section 1. IDENTIFICATION
Agency Name:Contract Period:
SECTION II. CONTRACT SUMMARY
CSBG Total Direct Costs Total Indirect Costs Admin. Support (CSBG Only)Total Contract Amount
$385,449 $11,364 $396,814
TOTAL OEO CONTRACT AMOUNT $396,814
Tri County Project PRIDE $396,814
SECTION III. BUDGET SUMMARY
OBJECT CATEGORIES Rockingham PROGRAM TOTALS COUNTY TOTALS
Salaries & Wages $64,555 $64,555 $64,555
Fringe Benefits $24,926 $24,926 $24,926
Equipment $52,100 $52,100 $52,100
Communication $4,314 $4,314 $4,314
Space Cost $10,080 $10,080 $10,080
Travel $7,694 $7,694 $7,695
Supplies/Materials $4,585 $4,585 $4,587
Contractual $30,250 $30,250 $30,250
Client Services $179,231 $179,231 $179,229
Other $7,714 $7,714 $7,714
Total Direct Costs $385,449 $385,449 $385,450
Indirect Costs
Approved Rate: 12.7%$11,364 $11,364 $11,364
Base :
TOTALS $396,814 $396,814 $396,814
Telamon Corporation July 1, 2015 - June 30, 2016
CSBG ADMINISTRATIVE SUPPORT: Insert name of program supported by CSBG and the amount of support indicated on the Administrative Support Worksheet (OEO Form 212A).
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OEO Form 225
Revised: 10/29/2014
Telamon Corporation
SECTION IV. - SALARIES AND FRINGE BENEFITS
Fringe Type Fringe Benefit Computation
(Itemize)eg. Benefit Amount x No. of Months
FTE's eg. Salary x benefit Amount/%Fringes Salary Fringes
State Director $67,168 3 $6,045 36.0%FICA $6045 x 7.65%$462 $6,045
Medical $526 x 3 x 0.36 $568
S/T + L/T Disability $6045 x 1.03%$62
Pension $6045 x 1.97%$119
UI $21,400 x 4.00% x0.36 $308
Workers Comp $6045 x 3.06%$185
Life Insurance + AD&D $6045 x .15%$9
Deputy State Director $52,196 3 $5,220 40.00%FICA $5220 x 7.65%$399 $5,220
Medical $526 x 3 x 0.4 $631
S/T + L/T Disability $5220 x 1.03%$54
Pension $5220 x 1.97%$103
UI $21,400 x 4.00% x0.4 $342
Workers Comp $5220 x 3.06%$160
Life Insurance + AD&D $5220 x .15%$8
Administrative Asst $28,056 3 $2,104 30.00%FICA $2104 x 7.65%$161 $2,104
Medical $526 x 3 x 0.3 $473
S/T + L/T Disability $2104 x 1.03%$22
Pension $2104 x 1.97%$41
UI $21,400 x 4.00% x0.3 $257
Workers Comp $2104 x 3.06%$64
Life Insurance + AD&D $2104 x .15%$3
Family Advocate I $30,942 3 $7,736 100.00%FICA $7736 x 7.65%$592 $7,736
Caswell Medical $526 x 3 x 1 $1,578
S/T + L/T Disability $7736 x 1.03%$80
Pension $7736 x 1.97%$152
UI $21,400 x 4.00% x1 $856
Workers Comp $7736 x 3.06%$237
Life Insurance + AD&D $7736 x .15%$12
Program Coordinator $43,378 3 $10,845 100.00%FICA $10845 x 7.65%$830 $10,845
Medical $526 x 3 x 1 $1,578
S/T + L/T Disability $10845 x 1.03%$112
Pension $10845 x 1.97%$214
UI $21,400 x 4.00% x1 $856
Workers Comp $10845 x 3.06%$332
Life Insurance + AD&D $10845 x .15%$16
$11,876 $11,876
$31,949 $31,949
3.06
No. of
Months
TOTAL SALARIES
TOTAL FTE's
TOTAL FRINGES
Position Title Annual
Salary &
Wages
% CSBG
Share RockinghamCSBG Salary Rockingham
75
Salary
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OEO Form 225
Revised: 10/29/2014
Telamon Corporation
SECTION IV. - SALARIES AND FRINGE BENEFITS
Fringe Type Fringe Benefit Computation
(Itemize)eg. Benefit Amount x No. of Months
FTE's eg. Salary x benefit Amount/%Fringes Salary Fringes
Budget Analyst $65,920 3 $5,438 33.00%FICA $5438 x 7.65%$416 $5,438
Medical $526 x 3 x 0.33 $521
S/T + L/T Disability $5438 x 1.03%$56
Pension $5438 x 1.97%$107
UI $21,400 x 4.00% x0.33 $282
Workers Comp $5438 x 3.06%$166
Life Insurance + AD&D $5438 x .15%$8
IT Specialist $47,792 3 $3,584 30.00%FICA $3584 x 7.65%$274 $3,584
Medical $526 x 3 x 0.3 $473
S/T + L/T Disability $3584 x 1.03%$37
Pension $3584 x 1.97%$71
UI $21,400 x 4.00% x0.3 $257
Workers Comp $3584 x 3.06%$110
Life Insurance + AD&D $3584 x .15%$5
Family Advocate II $32,449 3 $8,112 100.00%FICA $8112 x 7.65%$621 $8,112
Rockingham Medical $526 x 3 x 1 $1,578
S/T + L/T Disability $8112 x 1.03%$84
Pension $8112 x 1.97%$160
UI $21,400 x 4.00% x1 $856
Workers Comp $8112 x 3.06%$248
Life Insurance + AD&D $8112 x .15%$12
Family Advocate I $30,942 3 $7,736 100.00%FICA $7736 x 7.65%$592 $7,736
Rockingham Medical $526 x 3 x 1 $1,578
S/T + L/T Disability $7736 x 1.03%$80
Pension $7736 x 1.97%
UI $21,400 x 4.00% x1 $856
Workers Comp $7736 x 3.06%$237
Life Insurance + AD&D $7736 x .15%$12
Family Advocate I $30,942 3 $7,736 100.00%FICA $7736 x 7.65%$592 $7,736
Person Medical $526 x 3 x 1 $1,578
S/T + L/T Disability $7736 x 1.03%$80
Pension $7736 x 1.97%
UI $21,400 x 4.00% x1 $856
Workers Comp $7736 x 3.06%$237
Life Insurance + AD&D $7736 x .15%$12
$13,050 $13,050
$32,606 $32,606
3.63TOTAL FTE's
Position Title RockinghamNo. of
Months CSBG Salary
TOTAL SALARIES
% CSBG
ShareAnnual
Salary &
Wages
Rockingham
TOTAL FRINGES
77
Salary
78
OEO Form 225
Revised: 10/29/2014
Telamon Corporation
SECTION IVa. - BUDGET SUPPORT DATA
COST CATEGORY Rockingham TOTAL
EQUIPMENT
Description Quantity Unit Price
Phone (Fam Adv I (3) & II + Pgm Coord - 62%)5 $450 $2,250 $2,250
Scanner(Fam Adv I (3) & II + Pgm Coord - 62%)5 $900 $4,500 $4,500
Printer ( Fam Adv I(3) & II + Pgm Coord - 62%)5 $450 $2,250 $2,250
Laptop w/monitor/docking station (Fam Adv I (3) & II + Pgm Coord - 62%)5 $2,360 $11,800 $11,800
Desk (Fam Adv ) -4 4 $850 $3,400 $3,400
Chair( Fam Adv )- 4 4 $150 $600 $600
Lateral file cabinet (Fam Adv ) -4 4 $350 $1,400 $1,400
Bookcase ( Fam Adv ) - 4 4 $250 $1,000 $1,000
Vehicle - staff use - transport to meetings and trainings, client 1 $24,900 $24,900 $24,900
transportation, and materials transportation
TOTAL EQUIPMENT $52,100 $52,100
COMMUNICATIONS
Allocated Communications
State Director - $200/month x 36% x 3 months 3 $72 $216.00 $216
Deputy State Director - $200/month x 40% x 3 months 3 $80 $240.00 $240
Budget Analyst - $200/month x 33% X 3months 3 $66 $198.00 $198
Administrative Assistant - $200/month x 30% x 3 months 3 $60 $180.00 $180
IT Specialist - $200/month x 30% x 3 months 3 $60 $180.00 $180
Program Coord - $200/month x 3 months 3 $200 $600.00 $600
Direct Communications $225 for lines + data access x 3 months)3 $900 $2,700.00 $2,700
TOTAL COMMUNICATIONS $4,314 $108,514
79
OEO Form 225
Revised: 10/29/2014
Telamon Corporation
SECTION IVb - BUDGET SUPPORT DATA
TOTAL
COST CATEGORY
SPACE COST
Space Cost ($2800 monthly x 3 months) - TBD $8,400 $8,400
Insurance Cost ($300 monthly x 3 months)$900 $900
Utility/Building Maintenance Cost ($260 monthly x 3 months)$780 $780
TOTAL SPACE COSTS $10,080 $10,080
TRAVEL
Staff travel (3050 miles x 0.575 per mile x 3 months)$5,261 $5,261
Staff training (hotel - $119 @ 5 nights + $38 x 2 days prorated per diem +$2,433 $2,433
$51 x 3 days per diem) x 3 staff
TOTAL TRAVEL $7,694 $7,694
SUPPLIES/MATERIALS
Startup supplies (file folders, toner, pens, paper, organizers, etc)$4,585 $4,585
TOTAL SUPPLIES/MATERIALS $4,585 $4,585
Rockingham
80
OEO Form 225
Revised: 10/29/2014
Telamon Corporation
SECTION IVc. - BUDGET SUPPORT DATA
COST CATEGORY Rockingham TOTAL
CONTRACTUAL
Community Assessment $18,500 $18,500
AR4CA $6,750 $6,750
Consultant-facilitate Advisory Council Trainings $5,000 $5,000
$30,250 $30,250
81
OEO Form 225
Revised: 10/29/2014
Telamon Corporation
SECTION IVd. - BUDGET SUPPORT DATA
COST CATEGORY Rockingham TOTAL
CLIENT SERVICES
Incentives for attendance/special awards - ($50 x 40 Clients x 3) $6,000 $6,000
NOTE: {more than 1 per client possible for attendance, credential & recognition}
Monthly Workshop Meetings (Topics include but not limited to career exploration, job readiness, $750 $750
budgeting, soft skills, etc.) ($250 for supplies e.g. easels, pads, markers, pens, etc. x 3 mo.)
Transportation assistance for Clients ($50 x 8 x 29 Clients)$11,600 $11,600
Career Readiness Certification Credential ($10/section x 3/sections $1,200 $1,200
x 40 Client)
Work Experience Activity ($8.50 hrly x 20 clients x 29 hrs/wk x 12 wks)$59,160 $59,160
Criminal background checks ($35 x 20 Clients for WEX)$700 $700
Work Experience Fringe ($82,824 WEX salary x 17% Fringe)$10,057 $10,057
Supportive Services $13,155 $13,155
(e.g. clothing for school/workplace attire, required school supplies)
Tuition/Fees/Books (18 @ $1600)$28,800 $28,800
Vocational Assessments $6,229 $6,229
Childcare Assistance (21 clients x $165 pr wk x 12 wks)$41,580 $41,580
TOTAL CLIENT SERVICES $179,231 $179,231
OTHER (specify)
D&O Insurance ($110 x 3 months)$330 $330
Copy and Printing Cost ($85 x 3 months)$255 $255
Equipment Maintenance and Repair $800 $800
Employee Recruitment - advertisement, record checks $1,100 $1,100
Postage ($41 x 3 months)$123 $123
Vehicle Operating Costs - State staff ($192 X 3 months)$576 $576
Meeting Costs -staff $4,530 $4,530
TOTAL OTHER $7,714 $7,714
82
OEO/TAB
Revised: 10/29/2014 COUNTY BUDGET
FISCAL YEAR
AGENCY
Caswell Person Rockingham (County) (County) (County) (County) (County) (County) (County) TOTAL
Per County Allocation
Expense Categories
Salaries & Wages $15,193 $16,911 $32,451 $64,555
Fringe Benefits $5,929 $6,499 $12,498 $24,926
Equipment $6,426 $6,675 $38,999 $52,100
Communication $1,035 $1,119 $2,160 $4,314
Space Costs $2,115 $2,265 $5,700 $10,080
Travel $1,294 $1,294 $5,107 $7,695
Supplies/Materials $514 $727 $3,346 $4,587
Contractual $4,150 $6,000 $20,100 $30,250
Client Services $23,254 $41,891 $114,084 $179,229
Other $987 $1,536 $5,191 $7,714
Total Direct Costs $60,897 $84,917 $239,636 $385,450
Indirect Costs $2,682 $2,973 $5,709 $11,364
Admin Support (CSBG only)
Total Costs $63,579 $87,890 $245,345 $396,814
C O U N T Y N A M E (S)
FY2015
Telamon Corporation
83
OEO/TAB
Revised: 10/29/2014 TOTAL AGENCY BUDGET
FISCAL YEAR
AGENCY
INDIRECT COST BASE: Total Direct Costs Salaries/Wages X Salaries/Fringes
INDIRECT COST RATE: X
OBJECT CATEGORIES CSBG WIA-NFJP WIA-YOUTH
NASH COUNTY
WIA-YOUTH PITT
COUNTY
WIA-YOUTH
BEAUFORT
COUNTY
(Insert Program
Name)
(Insert Program
Name)
(Insert Program
Name)
(Insert Program
Name)
(Insert Program
Name)TOTAL
Salaries & Wages $64,555 $834,770 $37,394 $39,962 $40,196 $1,016,877
Fringe Benefits $24,926 $430,628 $21,366 $28,303 $26,767 $531,990
Equipment $52,100 $52,100
Communication $4,314 $38,699 $2,400 $1,140 $1,800 $48,353
Space Cost $10,080 $85,168 $2,189 $2,916 $5,568 $105,921
Travel $7,694 $129,230 $4,768 $3,616 $4,083 $149,391
Supplies/Materials $4,585 $36,840 $400 $3,394 $6,680 $51,899
Contractual $30,250 $23,398 $53,648
Client Services $179,231 $716,215 $20,076 $64,042 $57,742 $1,037,306
Other $7,714 $107,857 $115,571
Total Direct Costs $385,449 $2,402,805 $88,593 $143,373 $142,836 $3,163,056
Indirect Costs $11,364 $143,034 $6,522 $6,970 $7,010 $174,900
Admin Support (CSBG only)
Total Costs $396,814 $2,545,839 $95,115 $150,343 $149,846 $3,337,957
Salaries & Wages $42,171 $5,190,182 $1,813,175 $68,559 $166,867 $30,381 $349,841 $207,823 $7,868,999
Fringe Benefits $21,954 $2,554,172 $906,587 $34,280 $83,434 $15,191 $174,922 $103,912 $3,894,452
Equipment $32,000 $32,000
Communications $9,000 $151,857 $44,677 $4,131 $4,004 $1,003 $22,685 $13,000 $250,357
Space Costs $4,232 $114,150 $93,400 $10,784 $9,500 $232,066
Travel $59,928 $25,750 $6,000 $17,550 $109,228
Supplies/Materials $16,675 $218,880 $112,653 $3,522 $1,013 $466 $25,422 $65,262 $443,893
Contractual $304,426 $17,000 $2,500 $1,188,600 $1,512,526
Client Services
Other $14,445 $1,449,391 $534,839 $48,630 $140,752 $18,745 $117,923 $100,058 $2,424,783
Total Direct Costs $108,477 $10,042,986 $3,548,081 $159,122 $396,070 $65,786 $710,077 $1,737,705 $16,768,304
Indirect Costs $7,995 $894,474 $314,132 $11,878 $28,910 $5,264 $60,610 $36,005 $1,359,268
Total Costs $116,472 $10,937,460 $3,862,213 $171,000 $424,980 $71,050 $770,687 $1,773,710 $18,127,572
Page 1 of 2 Pages
TOTALNC Pre-K Wake
County Smart
Start
OBJECT CATEGORIES NC Wake Family
Literacy
NC Early & Reg
Headstart
NC East Coast
Headstart
NC Pre-K
Sampson County
NC Pre-K
Chatham Count
NC Early Head
Start - Sampson
Telamon Corporation
FY2015
Please check one
Early Head Start -
Child Care
Partner
(Insert Program
Name)
P R O G R A M N A M E S
OTHER
P R O G R A M N A M E S
84
OEO/TAB
Revised: 10/29/2014 TOTALS BY OBJECT CATEGORY
OBJECT CATEGORY TOTALS
Salaries & Wages $8,885,876
Fringe Benefits $4,426,442
Equipment $84,100
Communications $298,710
Space Costs $337,987
Travel $258,619
Supplies/Materials $495,792
Other Contractual $1,566,174
Client Services $1,037,306
Other $2,540,354
Total Direct Costs $19,931,360
Indirect Costs $1,534,168
Admin Support (CSBG only)
Agency Totals $21,465,529
Page 2 of 2 Pages
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
$8,000,000
$9,000,000
Salaries & Wages Fringe Benefits Equipment Communications Space Costs Travel Supplies/Materials Other Contractual Client Services Other Indirect Costs Admin Support(CSBG only)
Agency Totals by Object Category
85
86
2015-2016 Tri-County CSBG Proposal
Organizational Chart of CSBG-Funded Positions
Updated 10/7/2015 AK
Notes:
• Positions shaded in blue receive some funding from CSBG dollars.
• Portion of funding from CSBG for each position is noted in parenthesis.
Executive Director
NC State Director:
Employment & Training
(36%)
Deputy State Director,
E&T
(40%)
Program Coordinator
(100%)
Family Advocate II
(Rockingham)
(100%)
Family Advocate I
(Rockingham/Financial Capability)
(100%)
Family Advocate I
(Caswell)
(100%)
Family Advocate I
(Person)
(100%)
Budget Analyst
(33%)
Admin Asst
(30%)
IT Specialist
(30%)
87
DATE:
April 30th, 2013
Telamon Corporation
Transition Resources Corporation
JOB CODE: 393
STATUS: Exempt
: Executive
GRADE: 22
WORKERS COMP CODE: 8810
I. POSITION TITLE: Program Coordinator
(Note: You must customize information in Sections II and III to identify the su-
pervisor/supervised position(s) in your center. This may be accomplished by
changing the font of the identified position(s) to bold.)
II. IMMEDIATE SUPERVISOR: Deputy State Director or State Director
III. TITLE OF POSITIONS SUPERVISED: Workforce Development Specialist
I/II/III, Program Assistant, Workplace Readiness Specialist and Youth Program
Specialist.
IV. MAJOR OBJECTIVES: Assists Director with implementation and management
of specified programs, to include supervision of program staff. Analyzes data and
performance reports for assigned programs. Produces and verifies reports and da-
tabase information provided to internal and external entities. Acts as liaison with other agencies, institutions, and projects to promote coordination and linkages. Designs and implements training that will assist the development of professional
skills and performance among staff.
V. ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Assists Director with implementation and management of specified programs,
to include supervision of program staff.
a. Contributes to program planning and design, including the deployment of
staff and other resources. b. Oversees daily activities of assigned program staff, providing guidance and supervision.
c. Monitors operations through review of work products, expenditure reports
and on site program documentation.
d. Conducts periodic reviews of program progress as well as compliance with performance standards and internal controls, issuing corrective action reports as necessary.
e. Interviews applicants, initiates hiring and other employment related ac-
tions, and evaluates staff performance.
f. Works with Director in developing program plans, budget and goals. g. Monitors program budget closely to ensure program stays within spending guidelines.
h. Recommends improvements in service delivery design and internal pro-
cesses.
2. Analyzes data and performance reports for assigned programs.
88
DATE:
April 30th, 2013
Telamon Corporation
Transition Resources Corporation
JOB CODE: 393
STATUS: Exempt
: Executive
GRADE: 22
WORKERS COMP CODE: 8810
a. Performs quality check of customer data to assure accuracy and complete-
ness. b. Troubleshoots operational inquiries for the participant database. c. Assists with identifying and implementing necessary edit checks and data
integrity processes.
d. Maintains familiarity with internal file structure and data relationships.
e. Works with programmers to ensure that necessary changes are implement-ed in the database. f. Establishes systems for reviewing and ascertaining program performance
compliance with corporate and funding source policies and procedures.
3. Produces and verifies reports and database information provided to internal and external entities. a. Generates special demographic and program activity reports as requested.
b. Compiles data for proposals and public reports.
c. Prepares required performance reports for local offices and management.
d. Assists the Director in preparing corrective action reports. 4. Acts as liaison with other agencies, institutions, and projects to promote coor-
dination and linkages.
a. Serves as the corporation’s principal representative on local boards and
councils. b. Participates on One-Stop Consortia and Workforce Investment Boards to ensure customer’s access to services.
c. Serves as representative on local youth councils where applicable.
d. Serves as a participant on other local boards and councils pursuant to ap-
proved local, state and regional strategic plans. e. Develops, plans and implements strategies to involve community organi-zations, schools, businesses, and local citizens in local program activities.
f. Attends conferences, hearings and other meetings designed to share in-
formation and advocate services on behalf of targeted population/s.
5. Designs and implements training that will assist the development of profession-al skills and performance among staff.
a. Provides or coordinates technical assistance and training to staff in areas
of policy, procedures, service delivery implementation and regulatory
compliance. b. Works with Director to develop annual training needs. c. Schedules and holds regular staff meetings and training sessions.
d. Receives, maintains and distributes professional skill development materi-
als and resources for use by program staff.
6. Related duties as assigned
89
DATE:
April 30th, 2013
Telamon Corporation
Transition Resources Corporation
JOB CODE: 393
STATUS: Exempt
: Executive
GRADE: 22
WORKERS COMP CODE: 8810
VI. QUALIFICATIONS: To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill and/or ability required. Reasonable accommoda-
tions may be made to enable individuals with disabilities to perform the essential
duties.
Bachelor’s degree in a related field. Two years management and supervisory ex-perience of a community based organization is preferred. Possess and demonstrate
effective oral and written communication skills as well as personal computer pro-
ficiency including spreadsheet and word processing applications in Microsoft Of-
fice and related programs. Must be able to learn and use proprietary computer sys-tems. Must be able to analyze and solve problems. Bilingual ability in the native language of the targeted population(s) preferred. Extensive travel required. Must
have flexibility to troubleshoot issues and provide support for staff who outreach
and provide services outside of regular business hours pursuant to local needs.
VII. CERTIFICATES, LICENSES, REGISTRATIONS: Workforce Develop-
ment Professional Certification (CWDP or its equivalent) preferred or must obtain
within 6 months of hire; Valid driver’s license; valid car insurance and capability
to upgrade and/or maintain it at Telamon’s minimum requisite levels (subject to change--please see Personnel Manual, Sect. 1007 for current requirements).
VIII. PHYSICAL REQUIREMENTS: The physical demands described here are rep-
resentative of those that must be met by employee to successfully perform the es-
sential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The following abilities are required: To sit for extended periods; to extensively
use computing systems; to communicate effectively and tactfully; to work under
stress meeting deadlines and/or emergency situations; to travel for frequent day trips and occasional overnights.
IX. WORK ENVIRONMENT: Office environment, business dress according to
current policy.
X. SAFETY REQUIREMENTS: Telamon Corporation is committed to the highest safety standards. The responsibilities of the position include compliance with all
company and government safety regulations and procedures.
XI. DISCLAIMER: The statements in this job description are intended to describe the general nature and level of work required by this position at this time. How
90
DATE:
April 30th, 2013
Telamon Corporation
Transition Resources Corporation
JOB CODE: 393
STATUS: Exempt
: Executive
GRADE: 22
WORKERS COMP CODE: 8810
ever, it is not an all-inclusive list. The Corporation retains the discretion to add to
or change the duties of the position at any time.
This institution is an equal opportunity provider, and employer.
Auxiliary aids and services are available upon request to individuals with disabilities.
91
DATE:
October 2, 2015
Telamon Corporation
Transition Resources Corporation
JOB CODE: 511-512
STATUS: Non-Exempt
GRADE: 15/16
WORKERS COMP CODE:
8869
I. POSITION TITLE: Family Advocate E&T, Family Advocate Integration
II. IMMEDIATE SUPERVISOR: Program Coordinator, Center Director, Family Services
Specialist II, Corporate Development Specialist
III. TITLE OF POSITIONS SUPERVISED: None
IV. MAJOR OBJECTIVES: Assesses needs and provides direct counseling, training, and
support to customers within assigned geographic area and/or scope of program. Within
family and community engagement framework, conducts family service and education
activities at the Center/Office level. Works with staff, customers, and representatives of
other agencies in organizing and conducting community activities. Provides case
management services to meet customer needs by conducting needs assessments and
providing referrals, follow-up, and coordination of services with partner and non-partner
service providers. Maintains accurate records and reports of customer needs and services
provided, including the update of relevant databases and fees received for services
rendered.
V. ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Assesses needs of customers and provides direct counseling, training, and support
to customers within assigned geographic area and/or scope of program.
a. Assess customers’ educational, employment, language and integration
(if applicable) needs.
b. Provide, or coordinate the provision of, various services including counseling,
support services, basic education and job-readiness classes, contacts with adult
mentors, high school alternatives, GED preparation, occupational skill training,
and/or other services as relevant to the customer.
2. Within family and community engagement framework, works with staff, customers,
and representatives of other agencies to conduct family service, education, and
community activities at the Center/Office level.
a. Assist with creating and implementing a parent training plan. Assists with
training community and parent volunteers.
b. Conduct outreach activities to recruit program-eligible customers. Informs
applicants of all services available through the Program and Telamon
Corporation.
92
DATE:
October 2, 2015
Telamon Corporation
Transition Resources Corporation
JOB CODE: 511-512
STATUS: Non-Exempt
GRADE: 15/16
WORKERS COMP CODE:
8869
c. Provide opportunities and maintain resources to support parents in working
toward their own self-sufficiency goals.
3. Provide case management services to meet customer needs by conducting needs
assessments and providing referrals (as needed), follow-up, and coordination of
services with partner and non-partner service providers.
a. Receive customer referrals from partner agencies for self-sufficiency,
employment, and family support services.
b. Provide customer referrals to appropriate educational programs, employment
agencies, and other relevant organizations.
c. Encourage customer, through case management services, to take advantage of
community education, employment services, and other relevant programs, in
order to enhance their self-sufficiency and meet their immediate needs.
4. Maintain accurate records and reports of customer needs and services provided,
including the number of customers served, the update of relevant databases, and receipt
of fees for services rendered.
a. Maintain individual customer files that include program-specific information,
such as income, family demographics, needs assessment, written referrals, follow-
up and case notes.
b. Create a monthly report that identifies the met and unmet needs of the
customers served, resources acquired or unable to acquire, and other useful and
relevant information. Includes a narrative report on customer success and any
problems or barriers to meeting customer needs.
Addendum
Family Advocate: E&T
Within the scope of EDR3 (Case Management Services):
Negotiate contractual agreements with appropriate partners to provide work experience and other
off-site activities. (WRS)
Monitors customers’ progress toward goals in education and other employability development
activities, and problem-solves to help customers stay on target to meet those goals.
Assist job ready customers with employment pursuit activities and placement into jobs that fulfill
objectives of the program.
Determines eligibility and enrolls customers with the intake process.
93
DATE:
October 2, 2015
Telamon Corporation
Transition Resources Corporation
JOB CODE: 511-512
STATUS: Non-Exempt
GRADE: 15/16
WORKERS COMP CODE:
8869
Family Advocate: Integration
Educate and advise customers of Telamon programs, including Migrant and Seasonal Head Start,
and other low-income individuals and families on potential routes to immigration benefits,
including DAPA, DACA, and family-based immigration..
Provide for-fee services to those customers seeking immigration benefits via family preference
systems, U Visa, VAWA, fiancé petitions, DACA, and DAPA. Screen Customer for benefit
eligibility and appropriate fit for Telamon Immigration Counseling Services program.
Provide legal counsel and complete all required USCIS, DOS, and other forms for applicant to
apply for immigration benefits.
Maintain accurate, complete, and confidential case file in LawLogix for form preparation, case
management, and invoicing.
Communicate Telamon Immigration Services Fee Schedule to customers and collect fees per
Telamon Immigration Services Procedures Manual.
Educate, counsel, and provide information on increasing financial independence with a focus on
increased financial literacy including credit, savings, and home ownership.
Provide information and referrals on avoiding tax, consumer fraud, and ensuring that earnings,
and payroll deductions are documented correctly.
Additional requirements: Obtain BIA accreditation within 6 months of hire date, bilingual (high-
level written and oral proficiency).
VI. QUALIFICATIONS: To perform this job successfully an individual must be able to
perform each essential duty satisfactorily. The requirements listed below represent the
knowledge, skill and/or ability required. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential duties.
Addendum:
Family Advocate: E&T
Bachelor’s degree in social science or related field or two-year experience in social work
required. Knowledge of community resources. Travel and flexible hours required.
Computer proficiency required. Bilingual ability in Spanish/English a plus. Excellent
interpersonal skills. No citations for child abuse and neglect.
94
DATE:
October 2, 2015
Telamon Corporation
Transition Resources Corporation
JOB CODE: 511-512
STATUS: Non-Exempt
GRADE: 15/16
WORKERS COMP CODE:
8869
Family Advocate: Integration
Bilingual in Spanish (spoken and written) required, with strong public speaking and
presentation skills in Spanish. Capable of learning and disseminating complex
immigration law, financial education, and consumer topics to customers with various
levels of education and language proficiency. Capable of working independently and
meeting program performance objectives in terms of presentations made and clients
served. Local travel, occasional overnight travel, and flexible work schedule required.
Computer proficiency required, proficiency in legal case management software preferred.
Bachelors degree or significant relevant experience preferred. Excellent bicultural and
interpersonal skills. No citations for child abuse and neglect.
VII. CERTIFICATES, LICENSES, REGISTRATIONS: Valid driver’s license in State of
employment. For Family Advocate: Integration, BIA accreditation within 6 months of
hire.
VIII. PHYSICAL REQUIREMENTS: The physical demands described here are
representative of those that must be met by employee to successfully perform The
essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
Ability to use personal computer, travel, analyze and solve problems. Perform
multiple tasks and meet deadlines. Occasional light lifting.
IX. WORK ENVIRONMENT: Office. Dress according to policy
X. SAFETY REQUIREMENTS: Telamon Corporation is committed to the highest
safety standards. The responsibilities of the position include compliance with all
company and government safety regulations and procedures.
XI. DISCLAIMER: The statements in this job description are intended to describe the
general nature and level of work required by this position at this time. However, it is not
an all-inclusive list. The Corporation retains the discretion to add to or change the duties
of the position at any time.
95
DATE:
October 2, 2015
Telamon Corporation
Transition Resources Corporation
JOB CODE: 511-512
STATUS: Non-Exempt
GRADE: 15/16
WORKERS COMP CODE:
8869
XIV. ADDITIONAL QUALIFICATIONS:
96
SUZANNE M. OROZCO
3209 Appling Way
Durham, North Carolina 27703
(919)596-7445
EDUCATION
Teachstone, Inc.
CLASS Reliable Observer Certification, 2010 (currently expired)
National Association of Workforce Development
Certified Workforce Development Professional since 2005
Berlitz Language Center Intensive Spanish Studies, 2000
Universidad Internacional, The Center for Bilingual Multicultural Studies
Intensive Spanish and Mexican Culture Program, January 2000
Head Start Fellow, 1993
University of California Los Angeles
Johnson & Johnson Management Fellows Program
Master of Social Work (MSW), 1987
Michigan State University
Concentration in Administration and Program Evaluation
B.A. Psychology, 1984
Michigan State University
Thematic in Women’s Issues
EXPERIENCE
2014 – Present Executive Director Telamon Corporation
Responsible for the overall strategic management of a $63 million
non-profit corporation that operates in twelve states. Serve as an
ex-officio offer of the Board.
1998 – 2014 Deputy Executive Director Telamon Corporation
Responsible for oversight of program operations in five states, with
total budget of approximately $30,000,000. Range of programs
includes: Head Start, Employment and Training, Housing, Health
Education, Substance Abuse. Serve as staff to Governing Board
Head Start Committee.
97
1996-1997 State Head Start Director Telamon Corporation
Responsible for oversight of state-wide Migrant Head Start
program, with a total budget of approximately $6,000,000 and staff
of 400.
1994-1996 Assistant Deputy Executive Director Telamon Corporation
Provided technical assistance to Head Start programs throughout
agency, provided interim Directorship of three state-wide programs
for extended periods. Monitored programs and implemented
improvement plans. Evaluated community needs and developed
programs for expansion into new areas.
1992-1996 State Head Start Director Telamon Corporation
Responsible for oversight of state-wide Migrant Head Start
program, with a total budget of approximately $5,000,000 and staff
of 400.
1991 Executive Director Michigan Family Resources
Incorporated agency and successfully competed for county-wide
Head Start program. Responsible for its operation, with a total
budget of $3,600,000 and staff of 136.
1986-1990 Head Start Director Michigan Economics for Human Development
Responsible for the operation of county-wide Head Start program,
with a total budget of $3,600,000 and staff of 136.
1986 Center Director Michigan Economics for Human Development
Responsible for operation of a Migrant Head Start center.
1984-1986 Research Assistant Michigan Department of Mental Health
Conducted and evaluated state policy research on mentally ill
homeless in Michigan. Publication: Solarz, A., Mowbray, C. &
Dupuis, S. Life in Transit: Homelessness in Detroit, Michigan
Human Services Cabinet Task Force on the Homeless, March 1986
MEMBERSHIP
National Association of Workforce Development Professionals
Head Start/Johnson & Johnson Management Fellows Program at UCLA
Advisory Board Member
National Migrant and Seasonal Head Start Association
Governance Committee Member
CEO/Community Partners Affiliate Member and Former President
Former Board Member
Stirrup Creek Homeowner’s Association Board of Directors
98
Kevin D. Bartholomew, CPA
2405 Buckwater Court Raleigh, NC 27615
Mobile (919) 523-4550 email: kevbartholomew@gmail.com
SUMMARY
Detail-oriented, dedicated, and motivated Certified Public Accountant with over 15 years
of experience in both public and corporate accounting. Proven ability to adapt to new situations quickly and to meet deadlines under pressure. Possess excellent communications and inter-personal skills.
EXPERIENCE
Telamon Corporation – Director of Finance July 2014 to Current
Manage and control the fiscal and property affairs of the corporation.
Oversee the development and implementation of an effective system of
accounting.
Ensure the maintenance of internal controls to safeguard corporate assets
and the integrity of its fiscal systems.
Oversee the preparation of annual and other reports required of corporations and grant recipients.
Provide support and information as required by the Governing Board.
Elliott Davis, PLLC-Senior Manager July 2013 to July 2014
(Lunsford & Strickland merged with Elliott Davis as of July 1, 2013)
Manage multiple auditing and accounting projects and client engagements
simultaneously
Proactive in maximizing profitability, collecting outstanding accounts receivable, managing and showing continuous improvement in realization
Developed budgets effectively in planning and monitored the budget
throughout the engagement, communicating all aspects of engagements
status to the management team in a timely manner
Identify projects to work on and create value-added services
Provides leadership and timely feedback for staff development
Lunsford & Strickland-Audit Manager December 2006 to June 2013
Planned, supervised, and reviewed engagement team members on audit,
review and compilation engagements
Review tax returns (corporate, partnership, tax-exempt, and individual)
Consult with clients on a variety of issues including, but not limited to, designing effective internal controls, internal management reporting,
application of accounting principles, and providing assistance on
recording complicated or unusual transactions
Experienced in a variety of industries, including bio-technology, software development, construction, real estate, governmental and not-for-profit
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Assist clients with due diligence on merger and acquisition transactions
Provide contract controllership services to start up and small publicly
traded entities
Consulted to assist with the preparation for audits and reviews pursuant to the filing of required SEC reports including Form 10-Ks and 10-Qs
Participated in financial strategic planning, prepared budgets and
forecasts, reviewed budgets vs. actual variances as an advisor to clients as well as through my involvement in non-profit organizations
Lunsford & Strickland-Staff Accountant November 2003 to December 2006
Performed audits, reviews, and compilations
Prepared corporate, individual and not-for-profit tax returns
Performed due diligence related to potential acquisitions
Invensys, Inc.-Tax Accountant July 2002 to November 2003
Responsible for the tax compliance of 30 legal entities
Coordinated with controllers of various companies to meet all tax and
GAAP reporting deadlines
Prepared federal, state, and local tax returns
Performed tax research on multi-state taxing issues
Corresponded with various taxing agencies to resolve issues
Prepared consolidated and combined tax reports
Advised marketing and sales staff on tax issues related to our products
Hughes, Pittman & Gupton - Staff Accountant July 1997 to May 2002
Performed audits, reviews, and compilations across several industries
including high-tech start-ups, construction, real estate development,
professional services, non-profits, and various other small businesses
Prepared C-corporation and S-corporation, partnership, non-profit, and individual tax returns
Advised clients on other tax issues such as fixed assets depreciation, fringe
benefits, payroll, and retirement planning.
Advised clients on day to day accounting issues involving fixed assets, cash reconciliation, payroll, debt, internal control procedures, and equity
transactions.
EDUCATION
Masters of Accounting (May 1996) –North Carolina State University, Raleigh NC Bachelor’s Degree (May 1995) – North Carolina State University, Raleigh NC
SOFTWARE
QuickBooks, Peachtree, ProSystems FX, Microsoft Office Suite, Lacerte,
Hyperion, Depreciation Solutions, Caseware
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MEMBERSHIPS American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
ACTIVITIES AND INTERESTS Treasurer of Christ Covenant Church of Raleigh Treasurer of North Carolina Victim Assistance Network
Raleigh Chamber of Commerce - Emerging Leaders Raleigh Program
Upstream Academy Emerging Leaders Program
Running, biking, camping, hiking and basketball
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Telemon Corporation
Community Services Block Grant [CSBG]
Documentation of Submission to County Commissioners
Background: The North Carolina Administrative Code [10A NCAC 97C.0111 (b)(1)(A)] requires that each
CSBG grant recipient submit its Community Anti-Poverty Plan [grant application] to each County
Commissioner Board that it serves.
Instructions: This form is to be completed and notarized by the Clerk to the Board.
Agency Name: Telamon Corporation
County: Person County
Date of Application Submission: October 19, 2015
[Note: This application should be submitted to the County Commissioners at least thirty [30] days prior to application
submission to the Office of Economic Opportunity [OEO]. The grant application is due to OEO by November 25,
2015.
Clerk to the Board should initial all items below.
____ The agency submitted a complete grant application for Commissioner review.
____ The Clerk to the Board will be responsible for assuring that the application is distributed to
the Commissioners.
____ Commissioners’ comments provided those to the agency. (If applicable)
___________________________________ _____October 19, 2015_____________
Brenda B. Reaves, Clerk to the Board Date
NORTH CAROLINA
PERSON COUNTY
I, , Notary Public for the aforesaid state and county do
hereby certify that BRENDA B. REAVES personally appeared before me this date and duly
acknowledged the due execution of the document in her capacity as Clerk to the Person County
Board of Commissioners. Witness my hand and Notarial seal this 19th day of October, 2015.
________________________
Notary Public
My Commission Expires: _________________________
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AGENDA ABSTRACT
Meeting date:
October 19, 2015
Agenda Title:
Preliminary Resolution – Financing of Roxplex Property and Various Facility and
Equipment Improvements
Summary of Information:
Finance Director requests action on:
“RESOLUTION MAKING CERTAIN DETERMINATIONS CONCERNING
A PROPOSED INSTALLMENT FINANCING AGREEMENT TO FINANCE
A PORTION OF THE COST OF VARIOUS PROJECTS AND PROVIDING
FOR CERTAIN RELATED MATTERS.”
This Resolution is set forth by sections in the following:
1. Sets forth certain findings and determinations regarding the proposed financing
that it is necessary and expedient to provide funding by debt; that this
particular type of financing is preferable; the amount of the proceeds of the
proposed debt is sufficient; the County’s debt policies are in good order; an
increase in taxes to fund repayment of the debt is not anticipated; and that the
County is not in default on any of its debt.
2. Designates and authorizes certain County officials to represent the County in
filing an application with and requesting approval from the Local Government
Commission (LGC) for the proposed financing agreement
3. Requests that the LGC approve the proposed financing agreement.
4. Designates the special counsel to represent the County’s interests
5. The resolution is effective upon its passage by the Board
(Note: At this time, it is anticipated that the conveyance of North End Elementary
School will be pledged as collateral for this financing.)
Recommended Action:
To approve the resolution as presented.
Submitted By:
Amy Wehrenberg, Finance Director
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7843447v1 14038.00023
A regular meeting of the Board of Commissioners for the County of Person, North
Carolina, was held in the Commissioners’ Room (Room 215) in the Person County Office
Building at 304 Morgan Street, in Roxboro, North Carolina, the regular place of meeting, at
9:00 A.M. on October 19, 2015.
Present: Chairman Kyle W. Puryear, presiding, and Commissioners: _____________
______________________________________________________________________________
_____________________________________________________________________________.
Absent: ________________________________________________________________.
* * * * *
Commissioner ________________________ introduced the following resolution, a copy
of which had been provided to each Commissioner and which was read by its title:
RESOLUTION MAKING CERTAIN DETERMINATIONS CONCERNING A
PROPOSED INSTALLMENT FINANCING AGREEMENT TO FINANCE A
PORTION OF THE COST OF VARIOUS PROJECTS AND PROVIDING FOR
CERTAIN RELATED MATTERS.
WHEREAS, the County of Person, North Carolina (the “County”) is considering entering
into an installment financing agreement and certain related documents pursuant to G.S. §160A-
20, as amended, for the purpose of providing funds in an amount not to exceed $2,300,000, with
other available funds, for paying the costs of (a) acquiring and improving land and related
facilities known as the Roxplex Property for use as recreational facilities of the County,
(b) repairing or replacing the roof on a building that is a part of the Huck Sansbury Recreation
Complex of the County and (c) repairing or replacing the roofs on South Elementary School,
Woodland Elementary School and Oak Lane Elementary School, replacing the windows at North
End Elementary School and replacing the chiller equipment at Southern Middle School
(collectively, the “Project”), and it is necessary to take certain related actions at this time;
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2
NOW, THEREFORE, BE IT DETERMINED AND RESOLVED by the Board of
Commissioners for the County, as follows:
Section 1. The Board of Commissioners for the County (the “Board of
Commissioners”) hereby finds and determines in connection with such proposed agreement that
(a) the proceeds of such proposed agreement will be used to finance a portion of the cost of the
Project to meet an urgent need for improved school and other public facilities constituting the
Project to serve the residents of the County and, accordingly, such proposed agreement is
necessary or expedient for the County, (b) such proposed agreement, under current
circumstances, is preferable to a bond issue of the County for financing the same purpose
because there is not adequate time to authorize and issue bonds of the County prior to the time
when funds will be needed for such purpose, (c) the sums estimated to fall due under such
proposed agreement are adequate and not excessive for its proposed purpose because they are
based upon the County’s best estimate of the cost of the Project, (d) the County’s debt
management procedures and policies are good and its debt will continue to be managed in strict
compliance with the law, (e) any increase in taxes necessary to meet the sums estimated to fall
due under such proposed agreement will not be excessive because the County expects that it will
not be necessary to increase taxes for such purpose and (f) the County is not in default regarding
any of its debt service obligations.
Section 2. The County Manager, the Finance Director and the County Attorney of the
County are each hereby designated as a representative of the County to file an application for
approval of such proposed agreement with the Local Government Commission of North Carolina
and are authorized to take such other actions as may be advisable in connection with the
negotiation of such proposed agreement and the development of the related financing; and all
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3
other actions heretofore taken by any of such officers or any other officer of the County relating
to such matter on behalf of the County are hereby approved, ratified and confirmed.
Section 3. The Board of Commissioners hereby requests the Local Government
Commission of North Carolina to approve such proposed agreement under Article 8 of
Chapter 159 of the General Statutes of North Carolina, as amended.
Section 4. The law firm of Robinson, Bradshaw and Hinson, P.A., Charlotte, North
Carolina, is hereby appointed special counsel to the County in connection with such proposed
agreement.
Section 5. This resolution shall take effect immediately upon its passage.
Upon motion duly made and seconded, the foregoing resolution was passed by the
following vote:
Ayes: Commissioners ____________________________________________________
_____________________________________________________________________
Noes: _________________________________________________________________
* * * * *
I, Brenda B. Reaves, Clerk to the Board of Commissioners for the County of Person,
North Carolina, DO HEREBY CERTIFY that the foregoing is an accurate copy of so much of
the recorded minutes of a regular meeting of said Board held on October 19, 2015 as relates in
any way to the matters described therein.
I HEREBY FURTHER CERTIFY that notice of said meeting was duly given in
accordance with the provisions of G.S. §143-318.12.
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4
WITNESS my hand and the corporate seal of said County, this ___ day of October 2015.
__________________________________________
Clerk to the Board of Commissioners
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AGENDA ABSTRACT
Meeting Date: October 19, 2015
Agenda Title: Update Person County Sponsorship Policy to include the Roxplex
Summary of Information:
The Person County Recreation Advisory Board met on October 7, 2015 and discussed the future plans for
sponsorships opportunities for the Person County Roxplex renovation project. During this meeting the board
unanimously voted to recommend the following to the Person County Board of Commissioners:
1. Utilize the current sponsorships policy already in place for the Person County Parks facilities for the
Roxplex Facility with the following addition: Person County Little League sponsorships would be
$500 for a single one (1) year duration; Field Name Sponsorship - $10,000 for a single five (5) year
duration, Complex Name Sponsorship - $50,000 for a single five (5) year duration.
2. Person County Little League Program Sponsorships will be designated solely to be used for the benefit
of the Little League programs, event area improvements, and other related program operational costs.
3. Complex/Field Sponsorships will be used specifically for improvements to the Roxplex facility and
will be managed by the Person County Parks and Recreation Department.
Recommended Action:
Vote to accept the recommendations from the Recreation Advisory Board.
Submitted By:
John Hill, Director of the Recreation, Arts, and Parks Department on behalf of the Person County Recreation
Advisory Board.
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Sponsorship Policy
“Supporting Our Community while Promoting Your Business”
Park and Recreation Sponsorship Program
This sponsorship policy is intended to be utilized in conjunction with the sponsorship
guidelines contract document. This policy cannot address every possible sponsorship
scenario and challenge that Person County may face while implementing sponsorship
guidelines.
Sponsorship is not intended to replace other forms of revenue generation, but will
enhance them. Additionally, sponsorship will be used to create more awareness so the
other aspects of revenue generation efforts are enhanced through the marketing and
promotional activities of the sponsors. Sponsorships will be designed to strengthen the
alliance between Person County Recreation, Arts, and Parks Department, our citizens,
local businesses, civic organizations, and community organizations.
Sponsorship consideration is based on the terms of this policy. Approved sponsorships
will not compromise the public’s perception of Person County Governments integrity,
impartiality, mission, image or values. All sponsorship opportunities will be carefully
considered by the proper Person County Government employees as defined by this
policy.
Purpose
The purpose of this policy is to set standards and guidelines for Person County
Recreation, Arts, and Parks Department as it actively seeks sponsorships to generate
additional revenues for the betterment of venues and events within the control of the
Person County Government.
Potential sponsors include for-profit and not-for-profit businesses, civic and community
organizations.
Potential sponsorship elements of Person County Recreation, Arts, and Parks Department
include facilities, venues, events, publications, web sites, and programming.
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Sponsorships may include business rights and opportunities with Person County
Recreation, Arts, and Parks Department for the sponsor and the approval process for such
rights are defined by this policy.
This policy sets criteria for Person County Parks and Recreation Department to
implement in obtaining any sponsorship deemed appropriate to our operation and our
citizens.
The sponsorship criteria and process is designed to protect Person County and to
establish equal opportunity for qualified sponsors that meet the minimum requirements of
the sponsorship criteria.
This policy is designed to protect the mission, image and values of Person County
Recreation, Arts, and Parks Department as well as the current public value of its facilities
during the process of securing and activating sponsorships.
Adhering to this policy will:
Give Person County Government full and final decision making authority on any future
sponsorship protecting its integrity and the integrity of its facilities and programs.
Establish a process for approval which will maintain consistency in sponsorship pricing,
sponsorship elements, submittal process, final approval process, execution of sponsorship
agreements and the successful activation of sponsorships.
Allow businesses to easily view and understand the various sponsorship opportunities
available by Person County Recreation, Arts, and Parks Department.
Help potential sponsors, Person County Recreation, Arts, and Parks Department staff
members and the public better understand the procedures for sponsorship.
Authority
The Person County Government and Recreation, Arts and Parks Department shall be
responsible for any agreement for sponsorship and in-kind trade related to its venues and
events.
Any agreement related to sponsorship is subject to approval by the Director of Person
County Parks and Recreation Department and County Manager if necessary as defined by
this policy.
All sponsorships within Person County Recreation, Arts, and Parks Department are
considered a nonpublic forum. As a nonpublic forum Person County Government and its
Recreation, Arts, and Parks Department maintain sole discretion on the final approval of
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any sponsorship.
Person County Recreation, Arts, and Parks Department reserve the right of full control of
sponsorship approval in order to adhere to the public standards that Person County
citizens expect.
Public Access to Sponsorship Opportunities
Potential sponsors and the public shall have access to all sponsorship opportunities made
available through the Person County Recreation, Arts and Parks Department.
Sponsorship opportunities will be available by request in writing or completion of
sponsorship contract from the Person County Recreation, Arts, and Parks Department.
Sponsor Criteria
Sponsors should be judged by the value of the resources that each can provide for Person
County Recreation, Arts and Parks Department in fulfilling its overall mission.
The Person County Recreation, Arts and Parks Department retain the right to reject any
such sponsorship it deems will have a negative impact on the mission, image and values
of Person County. Circumstances that may preclude a potential sponsor include but are
not limited to the following:
Direct marketing of tobacco and Alcoholic beverages products.
Any promotion, marketing, advertising or commentary related to political elections,
candidates, and political campaigns.
Any marketing for the sale or promotion of any form of sexually oriented products,
services or materials.
Any form of profanity or implied profanity or hate speech related to any sponsor.
Direct marketing or sale of any weapons including but not limited to firearms and
explosives or the glorification of violent acts.
Marketing environmental, work, or other practices that violate U.S. or NC State Law, or
Person County Government Ordinance (i.e., dumping of hazardous waste, exploitation of
child labor laws, etc.).
Any sponsorship that promotes or discourages religious activities and organizations.
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Exploiting participants or staff members of Person County Government.
Any other sponsorship that may adversely affect the mission, image, values, and goals of
Person County and its Recreation, Arts, and Parks Department.
Acceptable Sponsorship and Advertising Forms
The traditional forms of branding and advertising methods that may include but are not
limited to the following:
Park and Facility signage
Park fabric fencing, light pole, and building banners
Interior walls in some areas specific to the activities and programs (Gyms, Exercise
Facilities, and Meeting areas)
Park scoreboards
PA audio and video messages
Inclusion on printed materials
Inclusion on the facility web-pages
Bulletin boards
Information kiosks
Pavers and other permanent fixtures
Any other sponsorship elements that support the mission, image and values of Person
County Recreation, Arts and Parks Department
Excluded from sponsorship consideration will be Greenway signage, Trail signage
in parks, and Naming Neighborhood and Community Parks.
Any form of corporate message, branding, logo inclusion, signage and any other form of
visible advertising will be considered on a facility by facility and program by program
basis and may be approved only by the County Manager after review by the Recreation,
Arts and Parks Department Director.
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All unique branding concepts offered by any sponsor will be carefully reviewed prior to
approval by the Director of the Person County Recreation, Arts and Parks Department.
All sponsoring organizations will take into consideration the characteristics of each park
site and/or program as well as the mission, values, and image of Person County Parks and
Recreation Department prior to approval.
Sponsorship Procedures
Person County Parks and Recreation Department representatives will actively seek
sponsors for facilities and programs/events to provide interested sponsors sponsorship
information.
Any potential organization interested in sponsorship with the Person County Recreation,
Arts and Parks Department must submit in writing a completed contract application in a
format prescribed by the Person County Recreation, Arts and Parks Department.
The PCRAPD Director will have discretion to approve sponsorship for all facilities and
programs/events.
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Sponsor Agreement Form
“Supporting Our Community while Promoting Your Business”
Park and Recreation Sponsorship Program
Thank you for your interest in supporting our community by considering a sponsorship
contribution to Person County Recreation, Arts, and Parks Department. Sponsorship contributions
help to keep operating costs and registration fees down while increasing resources to offer more
recreational opportunities to our citizens.
Your signature on the contract is your agreement to the terms and benefits listed herein, and allow
the Person County Parks and Recreation to use your contribution to help provide programs that
imparts the great values, teamwork, sportsmanship, health and wellness, and overall positive
benefits to our community
.
As a sponsor, please be advised of the following:
Sponsorship of Person County Parks and Recreation Department programs and facilities does not
give the sponsor any rights or responsibilities in the operation of the program and facilities. This
agreement does not make the Sponsor a partner in any form, and neither shall have the
opportunity to represent or bind the other in any manner that to the terms specified herein.
Sponsors shall have the right to use the following terms in advertisements, posters,
brochures, or other promotional materials: Sponsorship does not give the Sponsor the right
to use the word “Official” in connection with its Sponsorship.
Sponsors may choose any contribution option(s) and will be provided with the promotional
benefits of that/those option(s).
Sponsor Options #1: Team Sponsor – Contribution of $250
(This Contribution must be made one month prior to each sports season to allow for timely
uniform screen printing)
Benefits Include:
Sponsor name will appear on the back of the uniform above player’s number. (No request for
team name or uniform color). This will be done on a first-come, first-served basis.
Sponsor name will appear: on all league schedules (Example: Mike’s Sporting Goods). Business
card size display ad in the Annual Brochures/Sponsor booklet distributed at office sites including:
Sansbury Office, Mayo Park Office, and Kirby Gallery office each website sponsorship page.
Add a return hyperlink link to Sponsor’s website for $50.
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Option #2: Single Player/Participant Sponsor – Contributions will be the monetary amount
of the Program entry/registration cost and $25 dollars.
Benefits include:
Sponsorship of a player will cover the registration fee and cost for uniforms.
Business card size display ad in the Annual Brochures/Sponsor booklet distributed at the Person
County Parks and Recreation Main Office Office.
Baseball & Softball
Sponsorship Option #3: Single Programs/Event Sponsor- $100 (minimum contribution to
receive advertisement benefits)
(example: 5K Race, Concert, Canoe/kayak Lessons, exercise classes, movies, canoe kayak races
on Mayo Park and Kirby class / programs, Youth Fishing Derby, etc.)
Benefits Include:
Sponsors (individual) registration fee will be waived to participate and/or attend program
or event:
Sponsor name will appear on a business card size display ad in the sponsor booklet distributed at
office sites including: Sansbury Office, Mayo Park Office, and Kirby Gallery office.
Sponsors name will appear on the Person County Parks and Recreation website sponsor page for
the duration of advertisements and implementation of single program/event.
Add a link to Sponsor’s website for $50
Sponsor name will appear in Annual Brochures and advertisements produced by the Person
County Parks and Recreation Department related to said program.
Sponsor will be able to place an advertisement banner or sign in the location of the Program
and/or event for duration of the program/event.
Sponsorship Option 4: Single Field and/or Gym Sponsor – contribution of $400
(Initial Start-Up Year), $300 (every following year) Add additional sponsored
locations for $300 per location (initial start-up year) $ 200 for following years.
(Locations: Huck Sansbury Complex Park, Long Hurst Park, Olive Hill Park, Allensville
Park, Hurdle Mills Park. Gyms: Huck Sansbury Gym, Olive Hill Gym, Helena Gym)
Benefits include:
Sponsor name advertised on a 4‘ x 8‘ sign placed on one out field fence or a banner on the inside
wall of one Gymnasium for the duration of One Calendar Year. Sponsor has the choice of parks
locations where the sign or banner will appear.
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Business card size display ad in the Annual Brochures/Sponsor booklet distributed at office sites
include: Huck Sans bury Office, Mayo Park Office, and Kirby Gallery office and Person County
Parks and Recreation website sponsor page. Add a link to Sponsor’s website for $50
Sponsorship Option #5: Walking Track Sponsors - Sponsorship Option 4: Single Track
Sponsor – contribution of $400 (Initial start-up year), $300 (every following year)
Add additional sponsored locations for $300 per location (initial start-up year) $ 200
for following years.
Benefits include:
Sponsor name advertised on a 4‘ x 8‘ sign placed on one out field fence or appropriate bordering
fence of choice facing the walking track for the duration for One Calendar Year.
Business card size display ad in the Annual Brochures/Sponsor booklet distributed at office sites
including: Sansbury Office, Mayo Park Office, and Kirby Gallery office and Person County Parks
and Recreation website sponsor page.
Add a link to Sponsor’s website for $50
Sponsorship Option #6: Person County Little League Program Contribution of $500 per
year.
Benefits include:
Sponsor name advertised on a sign or banner place placed at the playing fields for the duration of
One Calendar Year.
Business card size display ad in the Annual Brochure/Sponsor booklet distributed at office sites
including: Sansbury Office, Mayo Park Office, and Kirby Gallery office and Person County Parks
and Recreation website sponsor page.
Listing on the Parks and Recreation website.
Add a link to Sponsor’s website for $50
Sponsorship Option #7: Complex and Field Contributions.
Facility Sponsorship Field Name - $10,000 for a single five (5) year duration, Facility
Sponsorship Complex Name - $50,000 for a single five (5) year duration.
Benefits include:
Benefits include:
“Opening Day Recognition” and “Closing Ceremony” recognition.
Sponsor Plaque
Field Contribution: Exclusive Company Banner/Sign located on each sponsored field naming the
field for the duration of Five (5) Calendar Years. Example: “Rotary Field”
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Complex Contribution: Exclusive Company Banner/Sign located at the entrance naming the
complex for the duration of Five (5) Calendar Years. Example: “Duke Energy Roxplex”
Business card size display ad in the Annual Brochures/Sponsor booklet distributed at office sites
including: Sansbury Office, Mayo Park Office, and Kirby Gallery office and Person County Parks
and Recreation website sponsor page.
Listing on Parks and Recreation website.
Add a link to Sponsor’s website for $50
Team Sponsor – Team Name __________________________ Amount $_______________
(Contribution must be made one month prior to each sports season)
Single Player Sponsor – Players Name __________________ Amount $________________
Program/Event Sponsor – Program/Event Name________________ Amount$___________
Field and/or Gym Sponsor – Location ___________________ Amount $________________
Walking Track Sponsor – Location______________________ Amount $________________
Little League Sponsor – Location ________________________ Amount $________________
Roxplex Field Name Sponsor – Location __________________ Amount $________________
Roxplex Complex Name Sponsor – Location _______________ Amount $________________
Add a Link to your website – Link ______________________ Amounts $________________
Name: _______________________________________________________________
Name of Sponsoring Business
____________________________________________________________________________
Mailing Address (street) ________________________________ City/Zip
_________________________________________________________________________
Contact Name __________________________ Daytime Phone ______________________
E-mail Address _________________________Alternate Phone ______________________
Sponsors Website Address ____________________________________________________
Initial Sponsorship Year: Yes________ No__________
Returning Sponsor: Yes _____ No _____
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NOTE: Any logos or artwork to be used on banners or signs may be submitted electronically via
e-mail to johnhill@personcounty.net, jroyster@personcounty.net, and/or
jteasley@personcounty.net
Hard copies mailed to:
Person County Recreation, Arts, and Parks Department
425 Long Avenue, Roxboro, NC 27573
Payments can be made by cash, check, money order, Visa, or MasterCard.
Checks or money orders should be made payable to: Person County Parks and Recreation and
Department.
Check or money order # ___________________
For credit card payment please indicate:
Card Number ________________________________________ Expiration Date __________
Name on Card _______________________________________
Total Amount Paid $_____________________________________________________
As a Person County Parks and Recreation Sponsor, by signing below I agree to the terms and benefits listed in this
document and that the information I have completed and submitted in this contract is correct. Further, I agree to submit
my payment 2 weeks before beginning and/or renewal sponsorship date to allow sufficient time for banners and/or
signs to be made, and understand that if payment is late it may delay the printing of my banners and/or signs as well as
the placement of facility locations and website listing and/or links. I also understand that the sponsorship information
will be removed from facilities and website if renewal payment for following years is not received by annual contract
renewal date.
Sponsor’s Signature______________________________________ Date__________________
Parks and Recreation Director ______________________________ Date__________________
Contract Expiration/Renewal Date_______________________________________________
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