Program Year 2020 HUD Entitlement Grant Program FUNDING APPLICATION
HOUSING PROJECTS SUMMARY INFORMATION
GENERAL INFORMATION Applicant Legal Name: Project Name: Funding Amount Requested:
PROJECT INFORMATION Project Location(s):
Project Goal(s) (be specific and succinct): Priority Need(s) Which Project Will Address (Consolidated Plan): Total Number of Households to % Below % Below Be Served: 80% AMI: 60% AMI: Characteristics of People to Be Served (i.e., youth, elderly, disabled, formerly incarcerated, homeless, etc.): Proposed Use of Requested Funds (i.e., professional fees, construction, downpayment assistance, etc.): Total Budgeted Matching Total Project Cost: Funds:
CONTACT INFORMATION Head of Agency Information Name: Title: Address: Phone Number: E‐Mail Address: Application Contact Information Name: Title: Address: Phone Number: E‐Mail Address:
Housing Project Application Page 1 of 9 PROJECT DESCRIPTION
In the space below, provide a clear project summary that includes a description of the proposed project. Include the Census tract number in which the project will be located (see Application Instructions).
~~------~INSERT EXCEL BUDGET SPREADSHEET(S) IMMEDIATELY AFTER THIS PAGE.
Housing Project Application Page 2 of 9 HOUSING PROJECT DEVELOPMENT BUDGET - PERMANENT FINANCING Note: Please complete separate "Developt. Budget - Constr." tab for construction financing, if applicable. SOURCES - PERMANENT FINANCING AMOUNT AMOUNT % OF TOTAL FUNDING SOURCE TITLE SECURED* UNSECURED** BUDGET 1. PY2020 CDBG/HOME $125,000.00 64.62% 2. Ithaca Neighborhood Housing Services, Inc. $62,446.76 32.28% 3. NYSERDA-EmPower & Assisted Home Performance w/ Energy Star $6,000.00 3.10% 4. 0.00% 5. 0.00% 6. 0.00% 7. 0.00% 8. 0.00% TOTAL SECURED & UNSECURED FUNDING $62,446.76 $131,000.00 100.00% TOTAL PROJECT BUDGET $193,446.76 100%
LEVERAGE OF SECURED FUNDING PERCENTAGE 32.28% * Supporting documentation is required for amounts listed as secured. ** Please be sure to list all unsecured funding amounts (e.g., funding applied for, but not yet received). USES PROPOSED PROPOSED PERSONNEL EXPENSES: POSITION TITLES TOTAL CDBG/HOME OTHER Loan, Construction Services and Finance Dept. staff $6,250.00 $57,796.76 $64,046.76 $0.00 $0.00 A-TOTAL PROPOSED PERSONNEL BUDGET $6,250.00 $57,796.76 $64,046.76
PROPOSED PROPOSED NON-PERSONNEL EXPENSES: LINE ITEM/TYPE TOTAL CDBG/HOME OTHER Acquisition - Land $0.00 Acquisition - Buildings $0.00 Construction $118,750.00 $6,000.00 $124,750.00 Construction Contingency $0.00 Hazmat Abatement $0.00 Architectural & Engineering Fees $0.00 Other Professional Fees $0.00 Construction Financing Costs $0.00 Permanent Financing Costs $0.00 Developer Fee $0.00 Capitalized Operating Reserve $0.00 Capitalized Replacement Reserve $0.00 Soft Cost Contingency $0.00 Relocation Assistance $0.00 Total of All Other Costs (list separately individual line items exceeding $50,000) $0.00 Admin-Overhead Costs $4,650.00 $4,650.00 $0.00 $0.00 B-TOTAL PROPOSED NON-PERSONNEL BUDGET $118,750.00 $10,650.00 $129,400.00 (A+B) TOTAL PROPOSED PROJECT BUDGET $125,000.00 $68,446.76 $193,446.76 PROJECT DESCRIPTION (cont.)
Explain how the amount of funding requested is justified, taking into account other available sources of funding for the project type. Explain how and when the cost estimates for the project were prepared. Provide the name, title, company name, and qualifications of individual(s) who prepared the cost estimates.
Is the proposed activity located in the Flood Hazard Area? Yes ☐ No ☐ If so, in the space below, describe how your plans for the project take this into account.
If your project involves Tenant‐Based Rental Assistance (TBRA), in the space below, explain how you will locate and secure appropriate units that meet Housing Quality Standards and are rent‐reasonable.
Housing Project Application Page 3 of 9 POPULATION SERVED & PROJECT IMPACT
Describe the population the project will serve, being sure to include income levels (i.e., 30% AMI, 50% AMI, 60% AMI, 80% AMI), and any special needs characteristics (e.g., disabled, elderly, homeless). How has the project been designed to address the specific needs of this population?
Explain the project goal(s). How will each goal be measured and documented to confirm whether or not it has been met?
Housing Project Application Page 4 of 9 POPULATION SERVED & PROJECT IMPACT (cont.)
Will your project advance the City’s goal of ending and preventing homelessness? How?
Will your project advance the City’s goal of moving people out of poverty? How?
Housing Project Application Page 5 of 9 PROMOTION OF FAIR HOUSING
How will your project address any of the factors contributing (“Contributing Factors”) to fair housing issues and problems in the City of Ithaca? Refer to: Explanation of IURA Assessment of Fair Housing Contributing Factors document.
Housing Project Application Page 6 of 9 ORGANIZATIONAL CAPACITY
Describe your organization’s experience in successfully implementing projects of similar scope and comparable complexity to the proposed project.
Describe your staffing plan for the proposed project. Indicate what percentage of each staff member’s time will be allocated to this project and how many other projects, in addition to the one proposed, each staff member will be responsible for. If you are requesting funds to pay for staff salaries, please explain how the proposed project will be impacted, if full funding is not awarded.
Housing Project Application Page 7 of 9 PROJECT SCHEDULE
Cumulative % of Project Month Specify Project Milestone/Actions Completed Amount of IURA Budget Funds Expended
TOTAL:
Note: Assume contracts will be executed by NOVEMBER 1, 2020, so that funds may be drawn that month.
Housing Project Application Page 8 of 9 CERTIFICATION & SUBMISSION REQUIREMENTS
☐ By checking this box and providing the following information, I certify the statements made in this application are true and correct, and I am authorized to submit this application on behalf of my organization.
______Name Date ______Organization Title/Role ______E‐Mail Address Phone Number
Is your organization a 501(c)(3)? Yes ☐ No ☐ Federal Tax ID: ______DUNS #: ______
Required Attachments: Excel budget page(s) ― refer to Application Instructions Resumés of key staff and/or consultants who will be responsible for this activity List of your organization’s current board members Architectural drawings, including site plan(s) Copies of all environmental reports and related documents (e.g., SHPO review) completed to date Cost estimates prepared by qualified third parties (e.g., architect, engineer, etc.) Letter(s) of commitment from any other individuals or entities (outside your own organization) whose participation is required for project completion Evidence of commitment for any funds indicated as “secured” in your project budget Most recent Form 990 or tax returns for the applicant entity (only 1 copy needed)
Optional Attachments: Letters of support Program materials (e.g., brochures, program guidelines, outreach materials)
Submission Requirements: One (1) ORIGINAL of the complete application, including all attachments Twelve (12) double‐sided 3‐HOLE PUNCHED CLIPPED COPIES of the complete application, including all attachments, except Form 990/tax return (only 1 copy needed) One (1) ELECTRONIC PDF FILE of the application, including all attachments, on a disc or flash/thumb drive Complete application packages must be received by noon, February 28, 2020 at the following address:
Ithaca Urban Renewal Agency 3rd Floor, City Hall | 108 E. Green St. | Ithaca, NY 14850
Applications will be date/time‐stamped upon arrival. Applications received after the deadline will not be considered.
Housing Project Application Page 9 of 9 Program Year 2020 HUD Entitlement Grant Program FUNDING APPLICATION ADDENDUM
ALL PROJECT CATEGORIES FUNDRAISING INITIATIVES
Regarding the secured vs. unsecured funding section of your Excel budget application form, please describe in detail below what fundraising initiatives your organization has undertaken over the past year and/or plans to undertake in the year ahead, to identify/secure additional funding and ensure the financial viability of your project/program (even if you have pursued funding that was declined by the time of your IURA application). The IURA is interested in knowing what your organization does on an ongoing basis to support the program/project.
All Project Applications
JOHANNA B. ANDERSON 105 TURNER PARK, MONTOUR FALLS, NY 14865 PHONE: 607-222-7140 · E-MAIL: [email protected] Provides leadership and management to advance the mission and vision of Ithaca Neighborhood Housing Services. Experienced in all aspects of nonprofit affordable housing development and programming that promote financial skills and stability for families and individuals. Proven ability to support and motivate staff through positive and professional direction to achieve organizational success. PROFESSIONAL EXPERIENCE Executive Director 2017 – Present Ithaca Neighborhood Housing Services (INHS), Ithaca, NY • Create the strategic vision that advances INHS’ mission and energizes all those associated with it, including Board members, staff, and community member and funders • Lead the development of organizational strategy and strategic planning, and communicate them clearly to stakeholders • Design, implement and monitor performance of program operating plans that provide clearly articulated goals and outcomes • Provide leadership and participation in organizations at the local, regional, state and national levels that promote and advance affordable housing and community development funding and programs • Build and maintain productive relationships with individuals, corporations, agencies and government bodies that provide funding and support to INHS • Represent INHS in communications with community members, stakeholders and funders • Ensure compliance with contracts, agreements and regulations relating to INHS programs • Maintain effective working relationships with professional consultants that provide services to INHS, including legal, accounting, audit and similar professionals • Provide vision and strategy for resource development programs and initiatives • Develop and implement short- and long-term plans for resource development • Supervise the preparation of capital and operating funding applications, including grants, loans and program-related investments • Provide administrative and leadership support to the INHS Board of Directors, its committees and its subsidiary corporations • Coordinate the development and refinement of corporate policies and procedures • Provide training opportunities for board and committee members that help to advance the mission • Oversee the general supervision of all INHS staff and program areas • Provide direct supervision for all six INHS program managers • Lead the INHS management team in program development, implementation and problem solving • Manage INHS relationships with funders and program stakeholders • Oversee financial and contract management systems • Work to maintain diversity of staff and Board. Implement Equal Opportunity guidelines • Participate in professional programs, conferences, and educational opportunities, as appropriate, within time and budget constraints Chief Credit Officer 2017 Home HeadQuarters, Inc., Syracuse, NY • Managed the process and production of all lending products • Provided oversight for an effective credit approval process that supports the credit risk appetite of the organization while also facilitating desired asset growth objectives • Implemented a system of credit analysis and quality assurance • Supervised the full range of managerial duties for the loan review, compliance, collections and credit analysis functions including adherence to policies and practices of the organization and applicable regulatory and governmental agencies • Examined files periodically for regulatory compliance and loan policy conformance • Developed and maintained reporting mechanisms that allowed for accurate and timely identification of risk profile in all credit categories • Provided quarterly analyses of the adequacy of the allowance for loan losses in conjunction with the CFO • Developed predictive models to increase efficiencies and improve the effectiveness of origination, compliance, servicing and portfolio management • Evaluated and recommended policy changes based on compliance or loan reviews and the dissemination of other pertinent facts • Responsible for the development of new loan products and explaining those product to customers and contractors Director of Community Development 2011 – 2017 Four Directions Development Corporation, Orono, ME • Managed operations, program and project priorities for a Native community development financial institution • Developed and maintained organizational and programmatic policies (including loan policies) to ensure consistent, high-quality program delivery • Oversaw compliance and implementation of federal programs (CDFI Fund, HUD, USDA) • Assisted the Executive Director with Board relations, community relations, and interagency relations that affect key outcomes and working partnerships • Managed and cultivated relationships with funders to secure and expand funding / revenue streams • Assessed market needs and conducted research towards designing new or improved loan and technical assistance products and services • Oversaw all aspects of residential program, including lending, counseling and educational services • Managed loan portfolio consisting of residential, small-business, consumer, and community development loans • Participated in residential, community outreach and financial education coalitions • Oversaw all loan processing and underwriting activities • Oversaw financial education and outreach to the five Native communities in Maine • Developed group and individual financial education curriculum • Responsible for the collection of delinquent accounts, loan modifications, and foreclosure activities • Oversaw VITA clinics and follow-up activities Pilot Program Administrator 2011 HIP Services, Inc., Hyattsville, MD • Designed and implemented an award-winning curriculum to strengthen the financial stability of homeowners who recently received loan modifications and/or emergency mortgage assistance • Created evaluation mechanisms to track the success of program participants and report impact to funders • Managed staff that provided program services in Washington, D.C. and surrounding counties Emerging Markets Officer, Southwest MN 2009 – 2010 Three Rivers Community Action, Inc. & Southwest MN Housing Partnership, Southwest MN • Provided outreach and financial education to East African, Latino, and Southeast Asian population, including presentations on affordable housing finance products and emerging issues • Initiated and fostered relationships with agencies and organizations to promote homeownership among diverse populations in a 21-county region • Assessed and filled gaps in communities for culturally-tailored lending products, financial education, homebuyer education, and individual counseling provided in Spanish, and multiple East African and Southeast Asian languages Project Coordinator 2006 – 2008 Project for Pride in Living, Inc., Minneapolis, MN • Collaborated on property acquisition, planning, financing, design, construction, marketing, and asset management of development projects • Managed department-wide design standards incorporating sustainable products and techniques • Designed, created, and tracked department and project-specific spreadsheets, including pro formas, budgets, and cash flow projections for single-family and multi-family projects • Managed grant reporting and program development updates for project funders • Supervised National Civilian Community Corps (12 – 15 people per season) • Authored multiple narratives for project-related and organizational websites • Drafted grant proposals, budget explanations, and print marketing pieces • Organized and coordinated public events to foster awareness and interest in affordable housing and sustainable development Affordable Housing Consultant 2006 Affordable Housing Resources, Denver, CO • Informed prospective home buyers of lending products available and matched into housing opportunities Communications Liaison 2005 – 2006 Forest City Enterprises Inc., Denver, CO • Served as point of contact for prospective and existing residents regarding redevelopment of Stapleton Airport into a master-planned sustainable community, specializing in affordable housing components EDUCATION Masters of Business Administration, Nonprofit Management Husson University, Bangor, ME Bachelor of Arts, English Literature Colorado State University, Fort Collins, CO CERTIFICATIONS Housing Development Finance Professional National Development Council, St. Paul, MN Affordable Housing Development: Funding & Finance NeighborWorks America, Multi-State Post-Purchase Homeownership Counseling NCHEC, Washington, DC Compliance with State and Federal Regulation NCHEC, Orono, ME Pre-Purchase Homeownership Counseling NCHEC, Memphis, TN Pre-Purchase Homeownership Education NCHEC, Chicago, IL Four Cornerstones Financial Literacy MN Office of Economic Opportunity, St. Cloud, MN
Delia Yarrow 766 Elm Street Ext. #3, Ithaca, NY 14850 347-844-1262 [email protected]
Education Eugene Lang College / New School University Graduation: May, 2001 Major: Urban Studies – Concentrations in Education and Political Economy
Experience Ithaca Neighborhood Housing Services April 2013 – Present Ithaca, NY Director of Lending Grant reporting, quality control, review loans and subordination requests, create systems and department goals, outreach, manage staff and projects, counsel first-time home buyers, package loans, prepare legal documents.
Loan Officer Counsel and pre-qualify first-time home buyers, package loans, prepare legal documents and track all activities.
Family and Children’s Service of Ithaca November 2012 – April 2013 Ithaca, NY Senior Services Respite Aide
Park Slope Food Coop June 2009 – July 2012 Brooklyn, NY Receiving Coordinator Order, receive, and track $70,000 of goods weekly at food cooperative with 16,000 working members and $40 million in sales. Increase sales through innovative ordering, attention to quality and popularity of stock. Receive deliveries, train dozens of member-workers daily, and develop systems to increase efficiencies.
Battery Parks City Parks Conservancy April 2009 – June 2009 New York, NY Seasonal Horticulturalist Worked with the teams responsible for planting, maintenance, compost, and integrated pest management.
Urban Homesteading Assistance Board August 2003 – November 2008 New York, NY Brooklyn Borough Director, TIL/HDFC Contract Trained and supervised Project Associates working with 450 limited-equity cooperatives, provided direct technical assistance for 100 cooperatives, coordinated a tax study and legislative strategy for changes to the tax code and government regulations pertaining to cooperatives. Maintained online database program to track all contacts with cooperatives and Brooklyn office staff. Developed resources and templates for cooperative boards to use in budgeting, financial planning, resale tax calculation, inheritance, violation removal, and human resources. Acted as liaison on behalf of the cooperatives to seven government agencies, as well as lenders, accountants, and lawyers.
Project Associate Responsible for providing technical assistance to 130 low-income housing cooperatives. Advised residents on bookkeeping, budgeting, conflict resolution, elections, government regulations, housing subsidies, inheritance, weatherization, resale, repairs, fires, theft, and violations.
Office/Database Manager Developed donor database to track personal giving, created reports to track giving and manage mailings. Maintained and improved grant and building renovation tracking databases. Coordinated all office operations.
Latin American Workers Project January 2002 – November 2002 Brooklyn, NY Instructor; translator Took health histories of subcontracted workers after Lower Manhattan cleanup. Taught English to day laborers.
Housing Works February 1999 – December 2001 New York, NY City Issues Organizer Organizing and policy analysis focusing on homelessness, HIV/AIDS, substance abuse and metal health. Managed legislative visits, demonstrations, direct actions, and policy meetings. Coordinated investigative reports.
Cornell Peer Educators in Human Relations September 1993 – May 1997 Ithaca, NY First Year Internship, Student Staff and Staff Co-Leader Designed, facilitated and evaluated workshops and presentations on issues of oppression and diversity for the Ithaca and Cornell communities. Directed and mentored other student staff. Advised and evaluated professional staff.
Skills Fluent in Spanish. Drivers License. Microsoft Word, Microsoft Excel, WordPerfect, Microsoft Access, Filemaker Pro, Quicken, Quark, and PowerPoint. Community Gardener. Knowledge of Welding. 2 940 Darling Rd Interlaken, NY 14847 (607)379-8577 -cell [email protected] Patrick K. Mitchell
• 13+ years finance experience. • 6+ years mortgage experience. • 9+ years budget management experience.
Achievements August 2015-present Ithaca Neighborhood Housing Services Ithaca, NY Loan Officer • Provide home ownership counseling to frrst time home buyers. • Work with low-income first time home buyers to secure down payment assistance. • Administer home repair programs for low income home owners.
May 2012-present CFCU Community Credit Union Ithaca, NY Mortgage Originator • Originating home purchases, construction, and refinances. • Worked with first time home buyers to secure assistance through INHS. • Extensive networking with local area Realtors and lenders.
Mar. 2011-May 2013 CFCU Community Credit Union Ithaca, NY Assistant Branch Manager • Assisted members in completing loan applications and making initial approval recommendations. • Reviewed credit reports and made recommendation for steps to take to improve credit. • Worked with members to acquire financing for home improvement projects.
Oct. 2007-March 2011 CFCU Community Credit Union Ithaca, NY Teller/New Account Representative/Head Teller • Responsible for tracking'budgeting of entire branch supply of cash-on-hand. • Worked 1 on 1 with members to balance their finances and set savings goals.
Jan. 2007- July 2009 Church ofJesus Christ ofLatter-Day Saints Trumansburg, NY Financial Clerk • Managed all incoming/outgoing finances for local church unit. • Aided with church welfare distribution decisions. • Assisted clergy in setting and tracking various church budgets.
June 2001 - July 2003 Church ofJesus Christ ofLatter-Day Saints Paris, France Public Representative/Missionary Leader • Managed budgets during the European transition to the Euro dollar. • Resolved issues concerning Christianity and America after 9/.11. • 1+year supervising 6-12 missionaries, providing training, emotional support, and official liaison to mission headquarters.
Education 2003-2007 Brigham Young University Provo, UT • B.A., Media Arts Studies, Production Management
Additional Assets • Fluent in reading, writing, speaking French. Roseanne E.Stutzman
Qualifications
● 8 years working in an accounting office during tax season ● 8 years managing a local small business (Bigsby Market) ● 3 years background in human services and working with underserved parts of the community ● 10 years experience in customer service( not all employment is listed on my resume) ● Bachelor’s degree in Communication (Social Science Concentration), Roberts Wesleyan College; Rochester, NY, Sept.1999 - May 2003 ● Special strengths in attention to detail, accuracy, resourcefulness, diplomacy, reliability, positive attitude, adaptability and confidentiality ● Proficient in Microsoft Office, Quickbooks, and general office equipment operation
Employment History Administrative/Clerical Employment
Lending Assistant, Ithaca Neighborhood Housing Services, Ithaca NY ( April 23- Present) Provides administrative support for lending operations. The essential duties include loan processing, active loan administration, data entry, reporting, delinquency, and collections. Receptionist/ Administrative Assistant, Benedict Accounting, Elmira, NY,(Dec.- April, 2010- April 2018) Responsibilities included checking tax returns, retrieving information from clients, payroll for a few small companies, collecting payments, filing, data management, phone, appointment making, creating spreadsheets in Excel, billing and bookkeeping in Quickbooks for several companies. Bookkeeper, The Bigsby Market, Freeville, NY (May 2016 - March 2018) Recording expenses and income into QuickBooks, reconciling bank statements, entering daily sales, filing NYS quarterly sales tax reports, preparing information for the accountant to file tax return. Farmstand Manager, The Bigsby Market, Freeville, NY(May-Oct. 2009 - present) Supervising and training employees, inventory, quality control of products, ordering, deliveries, planting, watering, pruning, creative organization, and maintenance of grounds. Packing, Shipping, Billing , Ithaca Fine Chocolates, Ithaca, NY, (February 2007- May 2008) An organic, fair-trade Ithaca Chocolate company that supports art education. My duties there consisted of pulling orders, packing, shipping, billing, inventory and minor bookkeeping. Building Supervisor and Service Desk, Voller Athletic Center, Rochester, NY (2001-2003) Responsible for memberships, log book, reports, routine checks of facility, and customer service needs
Human Service Employment
Homeless Shelter Manager, American Red Cross, Ithaca, NY, (September 2008-December 2009) I was responsible for up to 15 residents, daily census, reports, log book, chore assignment, rule enforcement, conflict management, providing personal care items, food, information resources, shelter activities, and operating a food pantry. JET Program facilitator, Catholic Charities, Watkins Glen Youth Center, (September-June 2003)An after-school program that offered tutoring and mentoring on an educational and social level for special-needs children. I was responsible for the activities, tutoring, and coordinating academic material with teachers, students, and parents of a small group of children. Youth Mentor and Camp Counselor, Catholic Charities, Watkins Glen, NY, (June- Sept. 2003) Student Intern, Children Awaiting Parents, Rochester, NY, (Spring 2003) Assisted with the general operations of the CAP Book publication (a book listing of children in need of adoption), updating website content, organizing information files on children, spreadsheet and database maintenance, word processing, and phone support.
[email protected] (607) 857-1952 *References available upon request.
Leslie M. Debo 81 Beam Hill Rd. Dryden, NY 13053 (516) 459-6202 [email protected]
Education:
State University College at Potsdam, New York BA in English Minor in Music Business
Employment:
Ithaca Neighborhood Housing Services, Inc., Ithaca, New York
Lending Assistant/Lending Associate
Prepare documents for down payment assistance loans for first time homebuyers and home repair loans. Assist clients in preparing for closing. Attend real estate closings and review loan documents with clients. Maintain documents and data on loan clients.
Active loan administration. Provide information for loan payoffs and discharges. Prepare subordination requests and documentation. Provide information to assist current home owners.
Maintain documents for subsidiary corporations. Take minutes for board meetings and organize board agendas, minutes and resolutions.
Maintain information on Community Housing Trust and assist in purchase and re-sale of properties.
August 2015 – June 2018 (Lending Assistant)
June 2018 – Present (Lending Associate)
Real Estate Assistant
Process invoices and submit draws for rental development projects. Assist in closing on rental development projects.
Assist in other administrative tasks as needed.
August 2015 – June 2018
Miller Mayer, LLP, Ithaca, New York Started as receptionist.
Worked as Immigration Clerk for two years. Main job functions consisted of scanning large immigration documents, preparing documents to be mailed out, arranging consultations, opening and closing cases. Also responsible for general administrative work in the immigration department.
Worked as a legal assistant in litigation and real estate department for three years.
Responsible for drafting title documents for real estate transactions such as Deeds, legal descriptions, TP-584s and RP-5217s, etc. and obtaining necessary title documents for closing.
Assist in litigation and divorce matters such as drafting and filing documents for litigation and divorce proceedings.
Transcribe tapes.
Experienced in eviction proceedings.
September 2010 – August 2015
Geisler & Gabriele, LLP, Garden City, New York
Scheduled meetings with clients and attorneys, scheduled depositions of clients, kept track of attorneys’ calendars.
Prepared medical record requests needed for discovery; sent out HIPAA authorizations to doctors’ offices in order to obtain medical records, processed, recorded dates of service and logged in records that were obtained.
Kept track of original medical records in the office, was in charge of signing original records in and out to attorneys and sending them back once a case was closed.
Worked as reception when receptionist was not in.
October 2008 – September 2010
Panera Bread, Carleplace, New York
Took customer orders, worked the cash register, closed the store and made espresso drinks for customers.
January 2005 - February 2006
Childcare, Valley Stream, New York and, Potsdam, New York
Cared for children of many families on Long Island and in Potsdam, their ages ranging from four to ten.
September 2001 - July 2008
Private Teacher for Piano, Flute and Clarinet, Valley Stream, New York
Taught elementary age children how to play Piano, Flute and/or Clarinet from the home. The students learned basic skills such as scales and notes along with playing simple solo pieces on their instruments.
September 2003 - June 2004
Community Service:
Religious Ed Tutor at Our Lady of Lourdes Church, Malverne, New York
Taught children on an individual basis who were learning disabled to help them understand the lessons being taught in religious education.
September 2002 - May 2004
Member and current alumnus of Gamma Sigma Sigma National Service Sorority, Potsdam, New York
Took the office positions of All Greek Representative and National Secretary. Organized community service projects within the school and community. Also set up conventions at SUNY Potsdam for the local and Utica chapter to meet and brainstorm on community service ideas and ways to improve the organization.
August 2005 - December 2006
Skills: Notary Public Good writing, editing and typing skills; Knowledgeable in Microsoft Word, Word Perfect, Power Point, Excel, Outlook, Time Matters and eCourts; One year experience in customer service; Several years playing clarinet, flute, and piano.
8 E. Malloryville Rd. • Freeville, NY • 13058 813-785-8382 • [email protected] Loralee Morrow, LEED AP BD&C Professional strengths include: • Project management • Communication, time management, and organizational skills • Grant administration • Graphic design and technical skills: Proficient in Adobe InDesign, Photoshop, SketchUp Pro, Microsoft Office Suite, Smartsheet Project Management Software, WordPress Content Manager
Work History 2018 - Present Director of Construction Services, Ithaca Neighborhood Housing Services (INHS) 115 West Clinton Street, Ithaca, New York 14850 Responsible for the management, operation, and implementation of all Construction Services programs for INHS owner-occupied housing. • Evaluate home renovation needs and, in conjunction with INHS lending department, develop appropriate renovation packages based on available funding that meets the funders’ regulations and requirements. • Oversee and track projects ensuring that funding program requirements are met and that appropriate documentation is developed and maintained. • Prepare, send out requests and evaluate RFP’s for lead-based paint and other contracted services. • Prepare contracts between the homeowner and the contractors. • Monitor department production and generate reports as required. • Report to funders. • Conduct inspections of homes being purchased with INHS funding. 2011 - 2017 Regional Planner, Two Rivers-Ottauquechee Regional Commission (TRORC) 128 King Farm Road, Woodstock, VT 05091 • Worked with municipalities (within a 30-town region) to update town plans in keeping with citizens’ vision, the regional plan, and State regulations • Helped municipalities to apply for and renew applications for state-designations (Downtown Designation and Village Designation) • Conducted affordable housing, capital budgeting, and form-based code presentations and trainings for local municipalities • Worked with municipal officials to develop comprehensive Capital Improvement Programs • Responsible for public outreach for a variety of projects and participated in public hearings • Provided policy input for Regional Plan updates. Responsible for development of first “Fostering Healthy Communities” plan element for the TRORC Regional Plan • Produced project deliverables (e.g., infographics, graphically designed written reports, and digital presentations) • Developed TRORC media plan • Represented TRORC on state- and region-wide organizations: Vermont Affordable Housing Coalition Board Member, Creative Network, and the East Central Vermont Economic Development District • Managed special projects and developed special reports as needed. Loralee Morrow - 2 of 3 2006 - 2011 Urban Designer, City of Tampa, 306 East Jackson Street, Tampa, FL 33602 Project and Regulatory Reviews: • Affordable Housing Review: Reviewed and tweaked plans for the affordable housing program to ensure minimum energy efficient and design specifications met. • Design Review: Reviewed requests for design alternatives to design standards for 10 overlay districts throughout the city. When appropriate, made recommendations to clients that allowed project completion in a manner in- line with design standards. Participated in pre-application meetings for large projects. Prepared and presented staff reports and recommendations to city council. • Alternative Energy Review: Reviewed zoning codes for inhibitions to alternative energy installations, as well as researched viability of specific alternative energies in the geographic area in response to inquiries from the public, city council and upper management.
Community Planning: As part of the land development team, designed and developed new form-based zoning codes. Duties included: advising team members regarding sustainable development, graphic design, technical document development, research, public education and outreach (via charettes, open houses and community meetings).
Sustainability: Provided advice, solutions, and participated in implementation planning for all aspects of City’s quest to become more sustainable; managed the Recovery Act’s Energy Efficiency and Conservation Block Grant; project lead for Green Local Government Designation, produced “green report card;” enhanced affordable housing program by specifying sustainable and energy efficient building practices and products; provided technical and advisory assistance for the City’s sustainability ordinance; designed, implemented and approved City’s fast track permitting review for green buildings. Core team member for the City’s Housing and Urban Development Sustainability Grant for Sustainable Communities.
2002 - 2007 Assistant Director of Financial Aid - University of South Florida,4202 E Fowler Ave, Tampa, FL 33620 Conceptualized and implemented solutions to enhance workflow to better utilize space and staff resources. Directed day-to-day technical and information services (including managing an imaging system for five departments and four campuses). Designed and maintained website and print publications. Supervised computer center for 80+ users. Managed office- and division-wide special projects on as needed basis; including complete office-wide renovation. Responsible for office-wide computer and software purchases. Supervised staff of two full-time employees and up to nine part-time student assistants.
1993 - 2002 Financial Aid Publications Coordinator, University of South Florida, 4202 E Fowler Ave., Tampa, FL 33620 Wrote copy and conceptualized visual solutions for Financial Aid’s electronic and print publications. Wrote requests for bids and estimates and monitored production and cost of items printed both in and out of house. Implemented student system letter generation process. Implemented imaging system. Supervised staff of one full-time employee and four part-time student assistants. Loralee Morrow - 3 of 3 1990 - 1993 Freelance Graphics & Design Consultant - Stepp & Smith, Camachee Island, St. Augustine, FL 32095 Owner-Operator. Designed logos, brochures, press packages, and advertisements.
1989 - 1991 Assistant Director, Facilities Planning - College of Law, University of Florida, 309 Village Drive, Gainesville, FL 32611 Supervised construction, renovation, and maintenance services for law school campus (three buildings); planned, budgeted, implemented and supervised continuing legal education programs and law school social events. Supervised a staff of one full-time employee and four part-time student assistants.
Education Master of Architecture: May 2005 University of South Florida, Tampa, FL 33620 Master of Arts - Journalism: August 1997 University of South Florida, St. Petersburg, FL 33701 Bachelor of Science - Advertising: May 1988 University of Florida, Gainesville, FL 32611
Professional Development • LEED BD&C: Continuing Education • Oklahoma University Economic Development Institute: International Economic Development Council Certificate • Form-based Code Institute: Course Curriculum Certificate of Completion
Recent Graphic Design & Website Projects • Two Rivers-Ottauquechee Regional Commission Regional Plan 2017 (http://www.trorc.org/wp/ wp-content/uploads/2013/08/TRORC_Regional_Plan_Adopted_07_26_17.pdf) • Re-designed logo and website for East Central Vermont Economic Development District (ECVEDD) 2017 (https://www.ecvedd.org/) • Re-designed logo and website for the Vermont Association of Planning and Development Agencies (VAPDA) (https://www.vapda.org/) • Artists, Artisans, and Entrepreneurs: Creative Economy of the East Central Vermont Region 2016 (http://www.trorc.org/wp/wp-content/uploads/2016/10/ECV-Creative-Economy- Report-2016.pdf) • Hartford and Norwich Bus Stop Study 2016 • Worked with outside programmers to redesign TRORC.org (http://www.trorc.org/) • ECVEDD Comprehensive Economic Development Strategy 2016-2021 (https://www.ecvedd. org/wp/wp-content/uploads/2017/12/CEDS_EDA_1-23-16.pdf) • East Central Vermont: What We Want Sustainability Plan 2015 (http://ecvermont.org/wp/wp- content/uploads/2012/10/ECV-WhatWeWant-sec-kc.pdf)
Memberships & Volunteer Work • Heritage Ambassador Program, Tompkins County - 2018 • Vermont Creative Network, Steering Committee Member: 2016 - 2017 • Vermont Affordable Housing Coalition, Steering Committee Member: 2015 - 2017 • Station Team Member: Vermont 50 Mountain Bike and Ultra Run Race: 2013 - 2016 • International Economic Development Council: 2014 - Present • Vermont Business for Social Responsibility: 2012 - Present • American Planning Association: 2011 - 2018
LOUIS E. GUNN 778 Spencer Road Candor, NY 13743 Home: (607) 659-7726, Cell: (607) 972-7591
STRENGTHS • Over 30 years working successfully in the commercial, private and general construction and maintenance trades • Demonstrated proficiency in carpentry, masonry, electrical, plumbing, general landscaping and commercial machinery and tools • Ability to read and interpret technical reports, blueprints, shop and field drawings • Excellent oral and written communication skills • Extremely professional work ethic with a proven record of successfully meeting new challenges • Outstanding multi-tasking, problem solving and interpersonal skills, ability to build and sustain working relationships • Exceptional knowledge of building code specification requirements • Proficient in Microsoft Excel, Word, Access and FileMaker
RESPONSIBILITIES/EXPERIENCE Ithaca Neighborhood Housing Services – Ithaca, NY February 2016 to Present Construction Project Manager • Residential construction project management; from inspection through final completion • Responsible for initial inspection, drawings, plan drafting, jobs specifications, cost estimates, building permits, code compliance • Evaluation and cost effectiveness of contractor proposals; contractor and customer relations; periodic and final inspections and sign-off • Environmental hazard awareness including visual assessments for lead paint and asbestos • Contractor management and scheduling; multi-project tracking • Responsible for knowledge and awareness of grant regulations they pertain to project planning
Better Housing for Tompkins County – Ithaca, NY April 2012 to February 2016 Home Repair Coordinator • Responsible for the day-to-day implementation of program that provides small home repairs for senior citizens and the disabled • Responsible for evaluating work requests, preparing estimates and job specs; hands-on completion of work and follow-up paper work
Emerson Power Transmission – Ithaca, NY 1994 to July 2010 CNC Operator • Performed all duties related to Clutch Cell Journeyman for the Mazak Multi-plex 620 Mark II and Mazak Vertical Traveling Column 20B • Performed all duties related to group leader responsibility including supervising and training • Completed and generated departmental reports
L.G. Construction – Candor, New York 1982 to July 2010 Owner –Self-employed • Built, and supervised the building and maintenance of, commercial and residential construction to meet required governmental code and blueprint specifications
• Performed major and minor repairs in commercial and residential building trades • Performed general construction, maintenance and renovation including electrical, plumbing, masonry, carpentry work, laying floors and tile, drywall, plastering, painting, installing panels, ceilings, installing locks, repairing roofs, replacing glass, pouring cement and repairing and refinishing cabinets, shelves, and other wooden articles • Operated and repaired heavy equipment and a variety of power/hand tools including backhoes, forklifts, skid steers, mowers, plows, saws, drills and other commercial equipment • Prepared cost estimates, proposals, required paperwork and reports for business
Morse Chain/Borg-Warner – Ithaca, New York 1972 to 1982 Machinist A • Responsibilities included, but not limited to Tool and Die Repair, Furnace Operations, Parts Inspection, and Drill and Tap Operator responsibilities.
EDUCATION AND PROFESSIONAL New York State Chain Saw Certification 2009 Successful completion of G.E.D. U.S. Army, Rank E-4, Honorable Discharge
RELEVANT EXPERIENCE President Candor Valley Riders Snowmobile Club, Candor, NY 2008 – Present • Responsible for managing and maintaining snowmobile trails, including training and coordinating work parties to groom and create new trails, build bridges, mow, cut and trim trees and bushes • Train and operate equipment and hand tools, such as groomers, chainsaws, drills, trimmers, and mowers • Collaborate with club officers and members on the annual calendar and special events for fundraising • Grant writing for Snow Mobile Club for reimbursement from NYS Trail Fund
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Peggy Tully 329 W. Buffalo Street Ithaca, NY 14850 607-232-2180 [email protected]
EDUCATION Cornell University, Ithaca, New York 2007 Master of Landscape Architecture (MLA) concentration in sustainable community design
Harvard University, Cambridge, Massachusetts 1999-2001 Post-baccalaureate Diploma in Health Studies
The George Washington University, Washington, DC 1998 Bachelor of Arts (BA) in English with a minor in writing
PROFESSIONALEXPERIENCE
INHS, Ithaca, New York
Construction Services Project Manager December 2019 –present Manage multiple rehabilitation and purchase projects; assist with due diligence process; budget development and budget management; manage and approve invoices; initiate bid scopes of work and draft contract scopes/requests and contract processing; review design drawings and specifications; compose the scope of work identifying products, specifications, performance standards and contract documents’ prepare and distribute bid packages to qualified vendors and conduct pre-bid meetings; qualify bids and bidders, and make selections; establish construction schedule and develop related budget; regularly update and report on the project’s performance through the schedule, cost report, weekly report, progress photos and accounting calls; regularly monitor field operations through site visits and inspections; monitor and advise on job safety protocols; prepare and submit contracts, change orders and purchase orders
Real Estate Development Associate January 2018 – January 2020 Help write and disseminate requests for proposals (RFPs) for A/E/C professionals on new development projects; help conduct A/E/C qualification, selection, and contract review/negotiation, to assemble project teams; manage the coordination of A/E/C team throughout development process and provide input to design, construction, and schedule-related decisions; assist in coordination with city officials and community groups to consolidate support and establish clear strategies for entitlements; work with our AEC teams to secure entitlements and approvals; manage and update development budgets; collaborate with project teams to ensure each line item within a budget is agreed upon and tracked to meet or be below what has been projected; create project schedules and track schedule milestones; write project status reports for distribution to the development and other teams; perform physical and financial analysis and feasibility studies for major strategic decisions or potential new projects; prepare loan draw requests for review upon receiving consultant and contractor applications for payment; conduct market research to validate our development models and/or enable development strategy shifts to meet the market
Accomplishments at INHS include: ● Grants Rose Fellowship: Wrote successful grant application to fund the hiring of an architect for the development office, $120,000 ● Project Management Developed and codified process for running development projects from idea stage through close- out
Central Workshop, Ithaca, New York Founding Partner / Designer 2007 – present A personal design practice offering environmental design and maintenance, consulting, and research with an emphasis on ecology, public space, and urban agriculture; develop communication and brand management strategies, write grants, publications, and promotional materials; consult with municipal engineering and planning offices on best practices for planning and design of public space; collaborate with lawmakers to write laws supporting public space and urban agriculture; landscape design, installation, and maintenance services
Accomplishments at Central Workshop include: ● Cultural Landscape Project Manager for The Howard Phipps Estate, New York Managed all aspects of mapping, cataloging, and archiving the built and environmental assets of a culturally significant landscape; responsible for compiling, verifying, maintaining and inputting information into databases; utilized Geographic Information System (GIS) software and hardware to digitize data; used multiple modeling techniques to create geospatial surfaces from complex data sets; generated schematics, maps, and plans from data in order to provide information regarding property systems; responsible for designing new databases and developing new methods of representing data; responsible for developing and recommending standards for GIS data development and cartography; working independently, successfully identified, assessed, mapped, and cataloged thousands of trees and perennial plants 2007-2011 ● Publications "On Landscape Urbanism" Routledge Companion to Landscape Studies, chapter 27, eds. Ian Thompson, Peter Howard, Emma Waterton (London: Routledge 2013) 2013 ● Grants -Tompkins County Strategic Tourism Planning Board Tourism Capital Grant: to support building of community skatepark, $60,000 2011 -The Park Foundation: for design of sustainable stormwater management system, $20,000 2009 -New York State /Parks EPS: for sustainable infrastructure design, $66,000 2008
Syracuse University School of Architecture UPSTATE: Center for Design, Research, and Real Estate Syracuse, New York Research Fellow 2010-2013 Coordinated research, engagement, and outreach programs focused on environmentally sustainable, affordable urban housing and land-use for underserved populations; coordinated and ran meetings with developers, government officials, and diverse stakeholder groups to address housing development, land-use, and community issues; compiled and analyzed data on factors affecting neighborhood development; advised officials on project feasibility, cost-effectiveness, and regulatory conformance; identified vacant land suitable for development; collaborated with faculty, specialists, and others to develop materials and conceptualize design strategies for urban streetscapes, environmental interventions, infrastructure, buildings, and other projects; taught courses on architecture, real estate development, and public-private partnerships; supervised student interns; maintained relationships for team as liaison to other university departments, staff, government, NGOS, and community stakeholders; identified and secured opportunities for leverage and growth
Accomplishments at Syracuse University include: ● Publications -Modern American Housing: High-Rise, Reuse, Infill. Examination of contemporary American housing through case studies and critical writing, explores its potential to revitalize urban centers, features more than forty exemplary projects documented through photographs, renderings, and plans. New York: Princeton Architectural Press, 2013 -From The Ground Up: Innovative Green Homes. Competition documentation, large format photography and textual analysis of innovative, low cost, housing built in response to an international housing competition. New York: Princeton Architectural Press, 2012 ● Grants -National Endowment for the Arts, Art Works Grant for the design and construction of The Urban Rest Stop, $30,000 2013 -Furthermore Grant in Publishing a Program of the J. M. Kaplan Fund for the publication of From the Ground Up: Innovative Green Homes, $3500 2011 -The Graham Foundation Production and Presentation Grant (lead investigator Julia Czerniak) to fund Formerly Urban: Projecting Rust Belt Futures, $10,000 2010 ● Conferences and Competition Coordination -Community Design Leadership Forum Syracuse, New York 2013 -Lowering the Cost of Housing Competition Syracuse, New York 2013 -Criticism Now: Syracuse, New York 2012 -Formerly Urban: Projecting Rust Belt Futures Syracuse, New York 2010 ● Lecture Courses and Studios -Public Private Partnerships/Financing Urban Design, Spring 2013 -Real Estate Design and Development, Fall 2010; Fall 2011
Cornell University, Ithaca, New York 2004-2007 Positions at Cornell University ● Department of Landscape Architecture, Teaching Assistant Supported faculty in executing lectures and exams for engineering and design courses; aided students with conceptualizing and solving site engineering problems; assisted faculty in presenting a capstone design studio that focused on the use of technology in community design and multi-modal transportation system development; gave desk and presentation critiques ● Cornell Botanic Gardens, Education Intern Researched and wrote history of the Cornell Botanic Gardens’ Arboretum; wrote scripts for garden tours; organized and trained volunteer tour guides; designed promotional flyers and posters; prepared materials for continuing education courses; worked with facilities crew to install and maintain gardens throughout internship
Lesley University, School of Management, Cambridge, Massachusetts Associate Production Editor 2000-2003 Coordinated publication production, including artwork, layout, computer typesetting, and printing, of 100+ academic manuscripts; ensured adherence to deadlines and budget requirements; planned the contents of publications according to the SOM style guide, editorial policy, and publishing requirements; managed the work of artists, typesetters, layout personnel, marketing directors, and production managers to discuss projects and resolve problems; edited copy to improve readability
Harvard University, Dumbarton Oaks Library and Collections, Washington, DC Copy Editor/ Production Assistant 1998-1999 Coordinated design, editing, and production of non-fiction books for Harvard University Press imprint; researched and wrote indices; principle liaison between authors, faculty, graphic designers, and vendors; managed budgets and distribution; managed editorial style guide
PUBLIC SERVICE/SERVICE TO THE PROFESSION
Dwell Inside Dwell Panelist helped direct the development of Dwell Magazine, Dwell.com, Dwell On Design, the Dwell Store and other future Dwell endeavors 2012-2015
University Community Nursery School (UCNS), Ithaca, NY Executive Board Chair, was responsible for managing the board, overseeing all school issues, running meetings, supporting recruitment, and assessing the performance of employees and board members 2015-2017
Food Justice Fair! Ithaca, NY As table presenter, distributed information on economic, nutritional, and environmental benefits of raising livestock in urban environments and provided other materials promoting urban agriculture 2015
City of Ithaca, Backyard Chickens Now! Ithaca, NY Community organizer recruiting supporters to join movement advocating for backyard chickens within the City of Ithaca 2011-present
Tem Skate Fund / Social Ventures, Inc., Ithaca, NY Member, Board of Directors ensured prudent use of all assets and provided oversight for activities that advance the fund’s effectiveness 2007-2014
Garden Conservancy, Old Westbury, New York Open Days Garden Host, managed guided tours for hundreds of visitors to private gardens 2008- 2009
Southside Community Center, Ithaca, NY Landscape designer for headquarters of Recycle Ithaca's Bicycles 2006-2008
AWARDS + HONORS ● American Planning Association, Upstate New York Student Project Award 2007 ● Cornell University Landscape Architecture Teaching Assistant Fellowship 2005, 2006, 2007 ● Edna Bailey Sussman Fellow in Environmental Research 2006
TECHNICAL EXPERTISE + RELATED SKILLS ● Extensive knowledge of The Federal Low-Income Housing Tax Credit ● Adobe Creative Suite – Acrobat, Illustrator, InDesign, and Photoshop ● MS Office Suite – Word, Excel, and PowerPoint ● FileMaker Pro ● ESRI/ GIS ● AutoCAD ● VectorWorks ● Excellent editing, proofreading, and writing skills ● Advanced print design and production skills ● Wordpress ● Fluent in both Macintosh and Windows platforms ● Field Mapping ● Public Meeting Facilitating Patricia Paolangeli 275 S. Van Dorn Rd, Ithaca, NY 14850 607-280-1441 [email protected] Certifications New York State Notary Public Nonprofit Housing Management Specialist, (NHMS®) with CHAM Former Accredited Residential Manager, (ARM®) with Institute of Real Estate Management (IREM) Trainings Attends CFO Convening workshops annually. Workshops include: Budgeting, Cash Flow Analysis, Cash Forecasting, Consolidating Financial Reports, Financial Ratios, Audited Financial Statement, Property & Asset Management and more. Neighborhood Works of America ® Training Institute Courses: Financial Management for Decision Makers, Housing Management for a Nonprofit, Using Community Development Block Grants, Using HOME Program funds and Nuts and Bolts of Asset Management.
Other Professional Trainings: Abila MIP Fund Accounting, How to Handle people with tact and skill, Human Resources Responsibilities, Microsoft Excel, Basics and Beyond, Leadership & Management Skills for Women, New York Tenant and Landlord, Lead-Safe Work practices training/certifications and Annual Fair Housing Training. Experience Director of Finance 2005 to Present Ithaca Neighborhood Housing Ithaca, NY Ithaca NHS offers numerous lines of business; property management, First time homebuyer lending, owner occupied home improvement loans and real estate development of rental and for sale affordable housing units. Directly responsible for the corporate and financial management for several complex not-for-profit affordable housing organizations, including all subsidiary and affiliated for-profit, non- profit housing development fund and limited liability corporations. . Financial management for real estate development affordable housing projects under the Federal and State Low Income Housing Tax Credit programs, includes three phases; pre-development, construction and permanent financing. Financial oversight and input on cash flow, current and long-term receivables, fixed assets, accounts payable, current and long-term liabilities for large loan portfolio, note receivables, Lead staff for annual financial audits and production of all financial statements and tax returns. Primary Liaison to Finance and Audit committees. Responsible for preparing meeting agendas and related materials, keeping minutes and any other committee required work. Contract management, compliance and monitoring for Federal, State, County, City and other local funding programs including; NeighborWorks America ®, Community Development Block Grants (CDBG), State and Federal HOME Program Grants, NYS Affordable Housing, NYS Housing Trust Fund, NYS Housing & Community Renewal Federal and State Low Income Tax Credit Programs. In partnership with the Executive Director and other INHS senior staff, provide input and prepare annual operating and capital budgets for all INHS programs; establish goals and objectives for the financial management of INHS programs and activities. Monitor compliance with approved budgets through the development, preparation and dissemination of monthly, quarterly and annual financial reports as required by the INHS Board, Finance Committee and funding agencies. Serve as a member of the management team. Participate in key decisions pertaining to strategic initiatives, operating model and operational execution; develop schedules and milestones for individual projects and monitor progress toward meeting those schedules. Participate in policy development. Develop improvements to the policies, procedures and forms needed for the operation of these programs. Oversee and assist in developing agency policies and updating appropriate accounting manual annually. Responsible for the overall performance of the finance department staff and the work they perform; Prioritize and assign work among the staff; monitor staff performance; monitor staff training requirements. Train staff or send to required trainings; set work goals and performance expectations and conduct annual performance evaluations. Assistant Property Manager 1997–2005 Ithaca Neighborhood Housing Ithaca, NY Responsibilities included budget development and reporting for several properties. Managed accounts payable & receivable, Processed cash receipts and manage receivables. General ledger management. Track and maintain applicants, tenant records, property files, Bookkeeper / Office Manager 1992 to 1997 Atlantic Mortgage Banking Ithaca, NY Responsibilities included. Selling first mortgages to Fannie Mae and Freddie Mac. Generating reports for U.S. Treasury Dept. & NYS Banking Department. Processed mortgage payments for loan portfolio which included escrow analysis and filing annual 1098 Mortgage Interest statements. Processed payroll and submitted quarterly taxes. Generated annual 1099’s and W-2’s . Monitored assets & liabilities, Processed AP, AR and bank reconciliations.
Skills Extensive knowledge of generally accepted account principals (GAAP), Federal Procurement Standards and Funder Contract compliance; including NYS Affordable Housing Corp., Community Development Block Grants and HOME Partnership Investment Program funds. Low Income Housing, Tax Credits, NYS Bond Financing, USDA Rural Development and other Federal, State and County funding regulated programs.
Proficient with the following PC Software programs and applications: Sage software (Abila MIP Fund Accounting), Quick Books Pro, Yardi Property Management (accounting and property management), Boston Post Property Management, Giftworks and Little Green Light (Donor Software), and advanced skills for all Microsoft Office programs. 318 Cole Circle, Newfield, NY 14867•607-319-1975•[email protected] Mayghen J. Johnson Objective
Highly organized and efficient in fast-paced multitasking environment; able to prioritize effectively to accomplish objectives with creativity, enthusiasm, and humor.
Experience
2015- Current Ithaca Neighborhood Housing Services Ithaca, NY
Finance Manager . Processes disbursement requests for State, Federal, and County funded grants and programs. . Processes monthly and quarterly reports. . Maintains receivables and updates corresponding spreadsheets or software. . Maintains organizations loan portfolio. . Reconcile organizations bank accounts monthly. . Maintain all general ledgers, trial balances, balance sheets and budget to actual report. . Maintain client escrow ledgers and reconcile to loan database weekly. . Track open grants monitoring and compliance requirements. . Provides audit assistance to the Finance Director. . Prepares yearly 1009 Misc. forms. . Supervises two staff members.
Small Home Repair Program . Provides oversite on program operations. . Processes financial portion of monthly, quarterly, and yearly reports.
2008- June 2015 Better Housing for Tompkins County Ithaca, NY Senior Finance Clerk . Processes bi-weekly accounts payable for six properties and seven programs. . Reconciles monthly vendor statements. . Maintains receivables for six properties and six programs. . Prepares weekly deposits. . Processes draw down requests for state and federally funded grants. . Processes monthly management billing. . Reconciles thirty-seven bank accounts monthly. . Records bi-weekly payroll data into appropriate spreadsheet and payroll software. . Maintains benefit spreadsheet.
TCHR Program . Responsible for all data entry, invoice creation, and file close out. . Responsible for tracking and maintaining Emergency Material Fund. . Processes COFA Quarterly reports. . Gathers and processes data for yearend reports. . Makes client calls and referrals as needed.
607-342-6570•[email protected] Mayghen J. Johnson
Office maintenance . Maintains office supply inventory. . Orders supplies. . Maintains office copier.
2007- 2008 Newfield Town Hall Newfield, NY Bookkeeper Assistant . Worked with town bookkeeper to maintain records, billing, and payroll matters. . Provided assistance for special events and the Youth Recreation Program. . Provided other duties as assigned or requested.
2007- 2008 Covered Bridge Market Newfield, NY Prep Cook . Prepared and organized food for prep and sale. . Inventory . Provided assistance to kitchen staff.
Skills
Computer Skills
Windows, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Microsoft Outlook, QuickBooks, Abila Accounting software, Evolution, and Filemaker.
Education
2007- 2009 Tompkins Cortland Community College Dryden, NY Associates in Business Administration . Dean’s List
2003-2007 Newfield Central School Newfield, NY
High School Regents Diploma
369 East Enfield Center Road, Ithaca, NY 14850 607-280-8981 [email protected]
Professional Summary
Administrative professional who goes above and beyond basic administrative tasks and taking on multiple projects at once. Excellent work ethic and ability to meet deadlines while working with a high level of confidentiality.
Work History
Grants Management Accounting Associate 9/2019-Current
Ithaca Neighborhood Housing Services – Ithaca, NY
. Accounts Payable / Receivable . Grants Management and Reporting / Assist with Quarterly & Annual Reports to Funders . Financial Management / Reconcile General Ledger to Grant & Loan Databases . Assist with Annual Audits
Property Management Accounting Associate 2/2019-9/2019
Ithaca Neighborhood Housing Services – Ithaca, NY
. Accounts Payable/Receivable . Financial Management / Reconcile Prepaids Expenses, Tenant Security Deposit Accounts . Assist with Annual Audit Preparation
Senior Financial and HR Associate 1/2006-1/2019 Cornell University, College of Architecture, Art and Planning – Ithaca, NY
. Monitor and approve financial transactions . Review, reconcile, clear and close accounts as needed . Request new accounts as necessary . Process Cash Advance requests, Travel Reimbursements, Accounts Payable & Wire Transfer Vouchers, PO’s, Monthly Journal Transfers and Corrections . Design, prepare, and analyze management of monthly, mid-year and year-end reports . Assist faculty and Admin Assistant, with field trip Logistics; (international and domestic) . Monitor expenses, investigate and resolve discrepancies; forecast changes and recommend strategies . Develop, monitor, manage and analyze a combined budget to three departments of approximately $7.8 million dollars . Develop grants and contract applications, budgets and proposals . Process appointments, leaves, salary adjustments, and visas (J1/O1) . Processes tracks, and report human resource transactions . Submit summer courses budgets through the Continuing Education Online Tool
Accounts Rep V 10/2004-1/2006 Cornell University, College of Architecture, Art and Planning – Ithaca, NY
. Assist Admin Manager with annual budget process, PIP, etc. . Assist with all aspects of proposal preparation . Prepare, process, follow through and complete all Cash Advance requests, Travel Reimbursements, Accounts Payable & Wire Transfer Vouchers, PO’s, Monthly Journals, Weekly Deposits, Campus Billings, Statler Club reconciliation . Procurement Card Coordinator - Request new cards, changes and terminations. Verify all expenses for appropriate purpose, account and backup documentation. . Approve and monitor bi-weekly payroll - KRONOS. Monitor & maintain non-exempt vacation, sick, personal and Family health care database. . Department liaison for Accounting Office, CIT, Payroll . Request, verify and follow through on all new phone and data network service. Request all account changes, phone moves, authorization codes, upgrades, Audix, etc. Review monthly reports and verify all addition, changes, etc.
Account Rep IV 6/1994-10/2004 Cornell University, Department of Earth and Atmospheric Sciences – Ithaca, NY
. Review monthly accounting statements . Open new accounts, clear and close existing accounts Maintain department account lists and databases . Audit travel reimbursements, a/p vouchers, cash advance request. process requisitions using the APPS systems . Manage all aspects of the Cornell Procurement Card . Assist with all aspects of proposal preparation . Audit and approve all transactions at the appropriate level . Prepare Academic, Nonacademic and undergrad appointments . Prepare and process forms, invitation letters for Visitors Manage Exempt and Non- Exempt Payroll, COLTS . Maintain vacation/sick leave database (exempt/non-exempt) Monitor payroll distributions / Complete ADAFDs. . Department contact/liaison for Human Resource, ISSO, OSP, Accounting, SFA, Student Employment . Supervise 3 Admin Assistant Support Staff
Skills
. Able to work independently or with a team in an effective and efficient manner . Ability to maintain confidentiality . Works well under pressure while meeting deadlines . Strong interpersonal, communication, and organizational skills . Database management . Articulate and well-spoken . Detail oriented . Dependable . Self- Motivated . Flexible . Proficient in KFS, WebFin, Dashboard, OSP Portal, Excel, MS Outlook, SpendViz, Workday, Longview, Word, Adobe Acrobat, Lyris.
Education
. High School Diploma: Ithaca High School Class of ‘81
Certificates: . Cornell Office Professional Program . Cornell Accounting Certificate Program . Communication Certificate Course
References - Available On Request
Justina K. Fetterly Strategic Communications Manager 125 Empire Drive, Horseheads, NY • (315) 382-7516 • [email protected]
SKILLS Media Relations/Crisis Communications • Budgeting • Management • Marketing • Event Planning • Website Development Fundraising • Social Media Content • Writing/Editing • Certified Grant Writer • Microsoft Office • Adobe Suite EXPERIENCE Strategic Communications Manager 08/2019 - Present Ithaca Neighborhood Housing Services, Ithaca, NY Plan and implement public relations programs, design, develop content for marketing materials and campaigns; write press releases; maintain relationships with key community members.
• Develop and implement strategic marketing plans to achieve organizational objectives for products and services. • Plan and oversee advertising and promotion activities including print, online, electronic media, and direct mail. • Develop and recommend positioning, packaging, and pricing strategy to produce the highest possible long-term market share. • Ensure effective control of marketing results, and takes corrective action to guarantee that achievement of marketing objectives falls within designated budgets. • Oversee and evaluate market research and adjusts marketing strategy to meet changing market and competitive conditions. • Establishe and maintains relationships with industry influencers and key strategic partners. • Guide preparation of marketing activity reports and presents to senior management. • Establish and maintain a consistent organizational image throughout all promotional materials and events. • Provide all media (newspapers, cable TV, radio, web sites, etc.) with notices of upcoming productions, events and advertising. • Act as spokesperson for the organization. Director of Development & Community Relations 07/2017 - 08/2019 Longview, an Ithacare Community, Ithaca, NY Design, develop content for marketing materials and campaigns; design, edit monthly and quarterly newsletters; write press releases; manage annual campaign, fundraising initiatives; maintain relationships with key community members. • Serve as organization liaison at events: trade shows, open houses, community events. • Perform quality checks, editing and proofreading of in-house deliverables. • Organize special events (open houses, luncheons, presentations) and fundraisers. • Monitor budget allocations, expenditures and related financial activities for department. • Develop web and print deliverables, including: presentations, brochures, newsletters. • Web and print content development: social media, website, digital marketing campaigns.
Director of Communications & Development 01/2012 - 07/2017 Charter School for Applied Technologies, Buffalo, NY(largest charter in NYS with focus on career prep) Build, maintain internal and external relationships; manage departmental budget; create and implement communications campaigns; maintain presence in media; produce support deliverables, write grant proposals. • Communicate organizational messages, advocate for school to key publics, including: political figures, business leaders, board members, students, parents, teachers. • Develop, implement communications plans: public relations, marketing, advocacy, crisis, safety campaigns. • Train, mentor and manage employees within communications department. • Monitor budget allocations, expenditures and related financial activities for department. • Manage organizational objectives in compliance with legal, financial and district requirements. • Research and write grant proposals, manage implementation and reporting of grants received. • Develop web and print deliverables, including: annual report, presentations, brochures, newsletters. • Serve as organization liaison at events: trade shows, open houses, community events. • Perform quality checks, editing and proofreading of in-house deliverables. • Organize special events and fundraisers. • Web and print content development: social media, website, internal employee website.
Public Relations Coordinator 03/2010 - 01/2012 Charter School for Applied Technologies, Buffalo, NY Justina K. Fetterly, pg. 2 Strategic Communcations Manager 125 Empire Drive, Horseheads, NY • (315) 382-7516 • [email protected]
EDUCATION B.A. Public Communication, Minor in Writing, 05/2010 State University College at Buffalo, New York CERTIFICATIONS • Certified Grant Writer, American Grant Writers Association • Secured$800,000 since 2015. • CPR Certified, American Heart Association, 2017 - Present PROFESSIONAL AFFILIATIONS & ACTIVITIES Member of the Public Relations Society of America (PRSA) Finger Lakes Chapter 12/2018 - Present - Board of Direcor: Treasurer, 2019 - Publicity Committee Chair, 2019 Member of the Public Relations Society of America (PRSA) Buffalo Niagara Chapter, 01/2010 - 07/2017 - Board of Director: Treasurer, 2015 - 2017 - Board of Director: Director at Large, 2015 - Excalibur Awards Event Planning Committee Chair, 2015 • Increased profit1,481% - Excalibur Awards Event Planning Committee Member, 01/2010 - 07/2017 - Programming Committee Member, 01/2012 - 10/2014 Media Reporter for Parent Teacher Club at the Charter School for Applied Technologies, 06/2010 - 07/2017 Speaker/Presenter at SUNY Buffalo State, 01/2011 - 07/2017
HONORS & AWARDS Rising Star Award, 2015 • PRSA Buffalo Niagara Chapter Silver Excalibur Award, 2011: Celebration of Reading Event • PRSA Buffalo Niagara Chapter Ithaca Neighborhood Housing Services, Inc. Board of Directors
As of 01/28/2020
Member Info Tenure Phone Info Email Address Michael Cannon - Director Tompkins Trust Company 20 yrs (607) 277-4737 Work [email protected] Resident/Business 407 W Buffalo St Commercial Banker Ithaca, NY 14850 Nicole Carrier-Titti - Director 24 yrs (607) 275-0351 Home [email protected] Resident 111 Wood St Retired Ithaca, NY 14850 Lisa Holmes - Director Tompkins County 3 yrs (607) 272-5011 Work [email protected] Government 214 W State St Deputy County Ithaca, NY 14850 Administrator, Operations and Administration Julee Johnson - Treasurer 5 yrs (607) 280-4603 Cell [email protected] Resident/Business 120 First St Business Manager Ithaca, NY 14850 Rachel Lampert - Vice Presid 2 yrs (607) 275-6732 Cell [email protected] Resident 1009 Trumansburg Rd Retired Ithaca, NY 14850 Lacey Lent - Director Tompkins Financial 3 yrs (607) 206-5444 Cell [email protected] Resident/Business 301 Madison St CRA Specialist Ithaca, NY 14850 Denise Malone - Secretary City of Ithaca 23 yrs (607) 262-0506 Cell [email protected] Resident/Government 206 Monroe St Human Resources Specialist Ithaca, NY 14850 Ellen Morris-Knower - Directo 4 yrs (607) 220-5421 Cell [email protected] Resident/Business 227 Ridgedale Rd Realtor Ithaca, NY 14850 Lisa Nicholas - Director City of Ithaca Planning Departme 1 yrs (607) 339-8609 Cell [email protected] Resident/Government 602 Tioga St Senior Planner Ithaca, NY 14850 David Sprague - Director Sprague and Janowsky 30 yrs (607) 273-5322 Work [email protected] Resident/Business 109 Queen St Accountant Ithaca, NY 14850 Jeremy Thomas - Board Presi Cornell Real Estate Department 3 yrs (607) 266-7869 Work [email protected] Business 15 Thornwood Dr Director of Real Estate Ithaca, NY 14850 Thys Van Cort - Director 43 yrs (607) 327-0747 Home [email protected] Resident 102 Irving Place Retired Ithaca, NY 14850 Brendan Wilbur - Director Alternatives FCU 14 yrs (607) 342-6894 Cell [email protected] Resident/Business 216 Wood St Community Program Manager Ithaca, NY 14850
13 members
Tuesday, January 28, 2020 Page 1 of 1 A~NetghboiWorksGt CHARTERED MEMBER
February 25, 2020
Ithaca Urban Renewal Agency 108 East Green Street Ithaca, NY 14850
Re: Funding Commitment for 2020 Homeowner Rehabilitation Program Application
Dear IURA Members:
This letter is to confirm that Ithaca Neighborhood Housing Services has committed to spending $62,446.76 on salaries, benefits, and other operating expenses related to our 2020 Homeowner Rehabilitation Program.
These funds will come from the INHS Operating Fund, which provides most of the funding for staff and other operating expenses. Si~:WLBi1~
JoU ma Anderson Executive Director
115 West Clinton Street •Ithaca, New York 14850 • (607) 277-4500 • (607) 277-4536: fax ...... ,_ OPPOifUNI1Y www.ithacanhs.org
214 W. Martin Luther King Jr./State St. Ithaca, NY 14850 607-274-5482 www.tompkinscountyny.gov/cofa
January 31, 2020
Ithaca Urban Renewal Agency 108 E. Green Street Ithaca, NY 14850
RE: INHS Homeowner Rehabilitation Program Application
Dear Ithaca Urban Renewal Agency,
The Tompkins County Office for the Aging (COFA) is happy to support INHS’ application for funding for their Homeowner Rehabilitation Program. The funding requested will support homeowners earning less than 80% of the Area Median Income with home maintenance and rehabilitation as well as accessibility modifications that exceed the scope of the organization’s Small Repair Program. These projects often include roof repairs, heating and hot water system replacements, structural repairs, and widening doorways to improve access.
COFA’s mission is to assist older adults to remain at home and independent for as long as possible and appropriate with a decent quality of life and human dignity. We provide a wide variety of services to the aging and disabled population through Tompkins County and the City of Ithaca. While the proposed Homeowner Rehabilitation program is not limited to older adults, seniors have historically made up more than half of INHS’ Homeowner Rehabilitation clients and COFA regularly refers clients with larger rehabilitation and modification needs to INHS’ rehabilitation program. We expect this program to have a meaningful and lasting impact on homeowners throughout the City of Ithaca who could not otherwise afford these critical home modifications and repairs. Thank you for considering INHS’ application.
Respectfully,
Lisa Monroe Director
Inclusion Through Diversity Frank Kruppa Public Healrh Director 55 Brown Road Your Partner for a Healthy Community Ithaca, NY 14850-1247
January 23,2020
Ithaca Urban Renewal Agency 108 E. Green Street Ithaca, NY 14850
RE: INHS Homeowner Rehabilitation Program Application
Dear Ithaca Urban Renewal Agency,
The Tompkins County Health Department wishes to express our strong support for INHS' application for their Homeowner Rehabilitation Program. The funding requested through this proposal will provide low-income City of Ithaca homeowners with access to funds to complete critical home maintenance and modifications that will improve the health, safety, and accessibility of their living environments.
Through the Health Department's Healthy Neighborhood's Program (HNP), our office interacts with many homeowners who need more extensive home health and safety assistance than our program can provide. Our office is thrilled to be able to refer to these low-income client's to INHS' Homeowner Rehabilitation Program for roof replacement, heating system replacements, and more.
Additionally, Tompkins County Health Department's Environmental Health Division and INHS collaborate to help homeowners mitigate failed sewage systems. Failed sewage systems pose a public health hazard and nuisance not only to residents where the system has failed, but also to the surrounding community. The Division is tasked with enforcing Local and State sanitary codes to ensure that sewage systems are operated and maintained in a manner that protects public health. In some cases, enforcing these regulations become difficult for low-income homeowners and those on fixed incomes as they're not in a financial position to secure funding through conventional loans. On numerous occasions, the Division has encouraged these homeowners to work with INHS through their Homeowner Rehabilitation Program to address the problem and achieve a heathier environment for the community.
The Tompkins County Health Department extends our full support for the proposed Homeowner Rehabilitation Program in the City oflthaca and will be glad to refer potential clients to this program.
Thank you, n~2r Frank Krupa, MPA Public Health Director
Inclusion Through Diversity
IURA Outreach Plan 2020 – Rehabilitation
Several avenues exist for marketing Rehabilitation Programs (see below); however, we currently have a waiting list of homeowners who are already qualified to receive help from our program. Upon receiving funds, we would be able to start the process rather quickly.
- Direct Mail: o Letters to the directors of area offices that work directly with homeowners in need (for example: Catholic Charities, Office for the Aging, Finger Lakes Independence Center, Challenge Workforce Solutions, etc.
- Placement on INHS Website: o Under “Financial Assistance”
- Presentations at local community organizations, for example: o Greater Ithaca Activities Center o Southside Community Center
- Newspaper ad o Tompkins Weekly o More to be determined as needed (Ithaca Times, Ithaca Voice, Live in Ithaca publication)
- Social media o Facebook
Improve Your Home Our commitment is our community. Small Home Repair Program INHS offers quality, timely repairs for homeowners aged 60 years and older, and/or homeowners with disabilities of any age in Tompkins County. Skilled labor is provided at no cost; clients pay for cost of materials. Depending on the availability of funding, INHS may be able to help clients pay for the purchase of materials.
If you’d like more information, call (607) 277-4500 ext. 223 or visit www.ithacanhs.org.
Do you have bigger home repair needs? Low to moderate income homeowners of any age may apply for rehabilitation assistance in making significant repairs to their home, including roofing, siding, and foundation work. Call (607) 277-4500 ext. 216 for more information.
If you are interested in contributing to support INHS, call (607) 277-4500, ext. 223 or visit www.ithacanhs.org/donate. INHS • 115 W. Clinton St., Ithaca, NY • (607) 277-4500 • ithacanhs.org Small Home Repairs include: • Fixing/replacing deteriorated steps before rehab • Improving lighting • Alleviating trip hazards INHS • Adding handrails and grab bars after rehab • Fixing leaky faucets • Replacing broken windows • Installing wheelchair ramps Before After
Porch Repair Who is INHS? A nonprofit organization committed to providing long- term, affordable rental and homeownership opportunities to low and moderate income people in Cayuga, Chemung, Cortland, Schuyler, Seneca, Tompkins, and Tioga Counties. Ramp Installation (607) 277-4500 • ithacanhs.org