Final Report - Oak Ridge TORCH
Transcription
Final Report - Oak Ridge TORCH
MBA Team: Anthony Menzies Amanda Satterfield Brian Yount Doug Manofsky Faculty Advisor: Dr. Sherman Jones Client Partners: Sheila Michel Zabrina Minor Table of Contents Executive Summary Final Presentation Appendices Appendix 1 – Statement of Work Appendix 2 – Weekly Status Reports Appendix 3 – Interviews Appendix 4 – Benchmarks Appendix 5 – Creative Excursions Appendix 6 – City Zoning Ordinances Appendix 7 – Proposed Sponsorship Packet Appendix 8 – Potential Fundraising Partners Appendix 9 – Works Cited Page 2 of 92 - April 22nd, 2013 Executive Summary TO: CC: FROM: RE: DATE: Zabrina Minor, Sheila Michel, and Dr. Sherman Jones Amanda Satterfield, Doug Manofsky, and Brian Yount Anthony Menzies, Project Manager Executive Summary for TORCH April 19, 2013 Purpose: The purpose of this report is to summarize the research and recommendations pertinent to the UT MBA Team’s consulting engagement with TORCH from Feb 28 th to April 19th, 2013. This project is an applied learning experience for the UT MBA students enrolled in BA 518, Innovation in Practice. The team of Anthony Menzies, Amanda Satterfield, Brian Yount, and Doug Manofsky along with faculty partners devoted a total of 357 hours to the project. Statement of work: do the research and benchmarking to develop a predictable set of recommendations as to how TORCH can proactively arrange temporary housing for homeless people/families in Anderson County. Project Development: We learned an incredible amount about TORCH and its mission to aid the economically disadvantaged and promote self-sufficiency in Anderson County. We began by understanding the problem of homelessness in Oak Ridge, which is considered to be a problem that goes unnoticed by many. We used a framework learned in class to research, interview, and benchmark in order to come to our recommendations. Through this process, the group conducted interviews with 13 community members, including town officials and professionals to learn of potential solutions to housing the homeless. Additionally, our group conducted benchmarks of 7 other non-profit organizations such as Volunteer Ministries Center and Restoration House of East Tennessee to see how they deal with housing the homeless and how they promote their causes. Recommendations: In analyzing TORCH and the problem of homelessness, we found clear changes that must be made. We recommend the following: 1) Build relationship with the town by attending Community Development meetings 2) House homeless using a variety of methods to avoid “group home” implications and to buy time until further funding can be met 3) Seek private donations of housing in the community including will & estate donation 4) Continue to monitor the status of 501 (c) 3 application and engage in legal action if necessary 5) Document success stories and publish them to the web across multiple channels 6) Increase awareness through Social Media, E-Newsletters, and Google Grants 7) Engage the help of interns and volunteer labor. Key Takeaways: Key takeaways for the client were the “unified wisdom” of outsider perspective and realizing that without community support and investment in this project, it will not succeed. Similarly, our team learned many elements of project management and consulting, which emphasized the importance of in-person interviews and communication skills. Overall, it was a great learning experience for both parties. We really appreciate the help and learning experience that Sheila Michel and Zabrina Minor gave us. Attached is our presentation. Page 3 of 92 - April 22nd, 2013 Page 4 of 92 - April 22nd, 2013 Anthony Menzies Amanda Satterfield Brian Yount Doug Manofsky Dr. Sherman Jones Cumulative Hours: 357 Page 5 of 92 - April 22nd, 2013 “There is a lot that happens around the world we cannot control. We cannot stop earthquakes, we cannot prevent droughts, and we cannot prevent all conflict, but when we know where the hungry, the homeless and the sick exist, then we can help.” -Jan Schakowsky » Statement of work » The Problem » Consulting Process » Recommendations » Takeaways » Questions? Page 6 of 92 - April 22nd, 2013 Do the research and benchmarking to develop a predictable set of recommendations as to how TORCH can proactively arrange temporary housing for homeless people/families in Anderson County. » Homelessness is an “invisible” problem in Anderson County » Not enough emergency shelter for individuals who don’t meet specific qualifications to enter existing programs » Long wait times for existing shelters » Incomplete data to count number of homeless Page 7 of 92 - April 22nd, 2013 Anderson County Point In Time (PIT) Count - 2012 TYPE Of Homelessness Number of People who are Homeless Unsheltered 28 Precariously Housed 68 Sheltered 58 TOTAL 154 Additionally, 361 homeless individuals received services in Knoxville for the year of 2012 with last known address in Anderson County. » House 8-10 people for three week to a month and a half time period » Promote self-sufficiency » Fundraise to meet the housing need of clients for the long-term » Assisted 14 individuals from homeless to housed since January 1, 2013 » Currently using Emergency Shelter Grant (ESG): covers housing and hotel only » Used FEMA grant: Covered hotels only, and funds have been exhausted Page 8 of 92 - April 22nd, 2013 East Tennessee Family Services Oasis of Love Unsheltered Homeless Domestic Violence Victims Veterans Precariously Housed Homeless Categories Imminent Risk Homelessness Chronically Homeless Low Income Individuals with No Criminal Background Do Not Owe Utilities $$ And have not been evicted from any other housing authority past 5 yrs Substance Abuse La Follette Housing Authority » The economically disadvantaged in Oak Ridge and Anderson County » Those that don’t meet criteria for other programs » First priority: the unsheltered » Second priority: the precariously housed Page 9 of 92 - April 22nd, 2013 » Interviewed (13) Individuals ˃ Town Officials, community members, business owners, nonprofit leaders » Benchmarked (4) Organizations ˃ Volunteer Ministries Center, Restoration House, Ridgeview, Tennessee Valley Coalition to End Homelessness (TVCEH) » Creative Excursions (3) Organizations ˃ King’s Kitchen, Young Williams Animal Shelter, Phi Theta Kappa Honor Society » Outside Research ˃ » Recommendations Noee Study, 990 Forms, Webpages, HMIS » Strong First Step Toward Self-Sufficiency ˃ ˃ ˃ Employers Are More Likely to Hire individuals with an address Provides Clients the Ability to Receive Federal Benefits Transitional housing is a positive step toward permanent housing » Reduces Cost to Society Page 10 of 92 - April 22nd, 2013 » If housing 7 or more homeless ˃ Must have 24/7 staff to provide care » Allowed only 1 “group home” facility per residential block » Site plan must be approved by City staff ˃ Compatibility of "group home" with surrounding area ˃ Identify any adverse impact on the character of the area Page 11 of 92 - April 22nd, 2013 Housing Options Strengths Hotels Short term leases w/ property owners Low Investment Flexibility to leave and try different housing options at any time No leasing/tenants rights issues Low investment Legal burden placed on the property owner No issue of group home Weaknesses Recommendations Not many willing hotels More costly in the long run No permanent address Look at hotels outside of Oak Ridge Use housing vouchers if possible Difficult to find owners that do not do background checks or are willing to lease Tenants scattered across many satellites making them difficult to monitor Tenants’ rights issues Establish relationships with local landlords Work with town to have tax incentives to stimulate reinvestment in empty homes Use housing vouchers if possible Use beds at current TORCH Location Church housing Volunteer Housing More visibility of clients Easier access to resources for case management Low required capital Could have a positive “community” effect Low cost for setup Close by to TORCH No cost Generally more supervision because it is someone’s house Low capital Other counties/towns have achieved economies of scale Buys time until something more permanent established Send homeless to partner locations Look at examples of Hostels House 6 or less to avoid having 24/7 staff legal requirement Distracting to the daily operations of TORCH and the Church Legal implications of group home in Zoning Ordinances Might not be in best interests of Church Clients must leave during the day No permanent address Get multiple churches involved with coordination of TORCH Could put a volunteer in a bad position if homeless individual goes back to old ways Make sure the client seems to be emotionally stable and dedicated first Send homeless individuals to adjacent counties and towns Offer case management and/or training in exchange for housing at other locations Places burden on facilities and tax payers of surrounding counties Children would need transportation to/from Anderson County Schools or attend new school If client does not meet specific requirements (veterans, mothers, chronic illness), then no partner locations for them » TORCH Facility has 4-5 potential rooms ˃ Computer lab, counseling room, play room, meeting room, etc. during the day turned into sleeping space at night » Acquire 5-6 Portable Wall Beds » Easily stored during the day 18 Page 12 of 92 - April 22nd, 2013 Estimated Annual Cost for 6 Individuals $90,000.00 $80,000.00 $70,000.00 $60,000.00 $50,000.00 Onetime Cost $40,000.00 Annual Cost $30,000.00 $20,000.00 $10,000.00 $Hotels Short Term Lease Housing at TORCH Facility Page 13 of 92 - April 22nd, 2013 Housing Options Strengths No investment necessary House Property Donation Land bank Partner w/ developer Weaknesses Low capital needed Town can give land away to groups like TORCH because it doesn’t have to go to highest bidder Centralized location for 8-10 clients More control about the availability of rooms Establishes long term commitment to the housing first approach Spread risk between property owner/developer and TORCH Build cheap housing on empty lot Medium capital required Flexibility to design it how you choose Tax incentives are equal to roughly 1/3 of the selling value – hard to find willing people Might be in a location with neighbors not receptive to idea of “homeless” living nearby Uncertain time line TORCH has less control of housing Recommendations Elderly people might be interested in donating as part of their will & estate Find locations on a cul-de-sac that do not abut many other neighbors, and work with town to find locations to target Stay in front of the town to get your foot in the door for housing when the land bank goes through Start by attending Community Development meetings Very difficult without low income tax credits and historical tax credits Historical tax credits only economical on projects of $5 Million (receive 20% of project value) THDA tax credits – state has cut back this year Town officials indicated they have no intent of offering any more low income tax credits Need large up front capital Must adhere to “group home” laws landowners will fight it because it may affect other landowners’ property values Tenants rights may become an issue if lease signed Do not do this option unless you are doing a large project of $5Million or 50 units or more Use a property management firm to manage the leasing Consider a location outside of town limits to avoid “group home” limitations Kroger Site building for $20,000 HUD Supportive Housing Program grant Could Find lot outside of town limits to avoid “group home” implications Partner with another non-profit Would need to get utilities to site Would need a permit TORCH may have issues with tenants rights if lease signed by tenants May face “group home” zoning ordinances of town Page 14 of 92 - April 22nd, 2013 Short Term Long Term Hotels Residence Donation Short-Term Leasing Purchase Land and Build Houses Assist up to 6 at TORCH location Land Bank Page 15 of 92 - April 22nd, 2013 » Benchmarked organizations received theirs in average 3-4 months » May want to get attorney involved if official letter not received soon » Continue working with TVCEH & United Way » Seek aid from East Tennessee Foundation ˃ Grants and Estate Donations ˃ Training for Effective Board of Directors ˃ Networking possibilities among other organizations Page 16 of 92 - April 22nd, 2013 » Coordinated church/community events ˃ Linen drives, blanket drives, donation of washer & dryer, and other housing appliances » E-Newsletter and email blasts ˃ King's Kitchen received almost $3,000 from one email blast » Feature Key Donors on website » Change sheets and clean the facilities » Community professionals volunteer services such as job training or counseling » Case managers to satisfy increasing need » Interns from surrounding colleges & universities Page 17 of 92 - April 22nd, 2013 » Sponsorship Packets ˃ Specific, targeted goals ˃ Detailed Budget ˃ Database of major businesses » Partnerships ˃ Promotional campaigns ˃ Hiring TORCH clients / Job training ˃ Provide supplies / services / funds ˃ Fundraising Events Page 18 of 92 - April 22nd, 2013 Source: 2012 Millenial Report » Create Articles & Blog Posts ˃ Create a page for each success story ˃ Side widgets to every page to show successes! » Send Articles to Blog Networks ˃ Viral Effect and increases SEO ˃ 300 word minimum for articles on blog networks ˃ How to make effective articles: Click Here Page 19 of 92 - April 22nd, 2013 » $10,000 worth of FREE Google Adwords advertising/month » A maximum costper-click (CPC) limit of $2.00 USD » Must have current 501(c)(3) status to be considered » Message to volunteers or for fund raising » Place a bowl at restaurants & Chamber Meetings to get email addresses » Mail Chimp - FREE for up to 2,000 newsletter subscribers Page 20 of 92 - April 22nd, 2013 » Update 5 social media pages at once using HootSuite (FREE) » LinkedIn Business Page » Add TORCH Linkedin bios on webpage » Create Google+ Page » Social Media Tabs for Wordpress: Click Here Immediate Short-Term • Community • Pursue hotel, Development short-term Meetings leasing, and housing at • Monitor TORCH facility status of 501(c)3 • Document and advertise success stories to increase awareness • Engage help of interns and volunteers Long-Term • Find housing donors • Maintain the community relationship • Develop sponsorship and partner agreements Page 21 of 92 - April 22nd, 2013 MBA Students: » Project management » Importance of multiple viewpoints » Importance of communication and inperson interviews Community Partner: » Without community support and investment in this project, it will not succeed » The “unified wisdom” of outsider perspective Questions? Page 22 of 92 - April 22nd, 2013 Page 23 of 92 - April 22nd, 2013 Appendix 1. Page 24 of 92 - April 22nd, 2013 Business leaders learning to see things others miss… STATEMENT OF WORK For the MBA Team’s Social Entrepreneurship Applied Learning Experience with The University of Tennessee at Knoxville Innovation in Practice (BA 518) Prepared By: Zabrina Minor and Sheila Michel, Client Partners, plus Faculty Partners- Sherman Jones and Glenn Swift April 11, 2013 Page 25 of 92 - April 22nd, 2013 SUMMARY Based upon an aligned set of interests, the UT Full-time MBA Program, the UT Anderson Center for Entrepreneurship and Innovation and TORCH have entered into a 7-week collaboration project for the spring 2013. TORCH is an Oak Ridge community organization that is lightening a path to a brighter tomorrow. The UT b-school desires to provide 4 MBA students an applied learning experience to develop innovative value creation skills. TORCH desires to identify and arrange for temporary housing of 10 homeless families per night in Anderson County. The 1.5 credit hour class known as BA518 will be supported by Zabrina Minor and Sheila Michel, Client Partners, plus Dr. Sherman Jones and Glenn Swift, UT Faculty Partners. This Statement of Work (SOW) will guide and measure this project to the mutual satisfaction of TORCH, the students and the UT b-school. Founded by Sheila Michel in April 2012, TORCH has filed for a 501 C (3) organization structure in order to invest in and support the holistic transformation of the economically disadvantaged in Anderson County as they pursue self-sufficiency. The aspiration is to become a community center where healthy, economically independent, self-sufficient citizens collaborate to break the cycle of poverty. Zabrina Minor became the full-time Executive Director in January 2013. Of their four initiatives to support self-sufficiency, the GAP Program is the focus of this project. GAP is as the name implies, designed to fill gaps in the various community programs that address barriers to sustainable housing. Barriers include availability of such necessities as shelter, food, work, local transportation, cell phones, medical attention, etc. Of immediate focus is identification and arrangements for temporary housing in Anderson County for homeless people/families. TORCH has set a goal to have capacity to house 10 people/families per night in Anderson County. This is the charge taken by the MBA Team. TORCH is located at 320 Robertsville Road, Suite 5, Oak Ridge, TN. 38730. Contact information is 865-318-4788 and “oakridgetorch.org”. Project Team 1 UT MBA Students Amanda Satterfield Email asatter4@utk.edu Phone 423-836-4572 2 Anthony Menzies + amenzies@utk.edu 910-783-6554 3 Brian Yount byount@utk.edu 423-361-0808 4 Doug Manofsky dmanofsk@utk.edu 828-713-1846 + Project Manager 2 Page 26 of 92 - April 22nd, 2013 Partners Name Zabrina Minor Executive Director Email zabrina@oakridgetorch.org Phone 865-318-4788 (o) 205-873-4537 (c) 2 Sheila Michel BOD Chair sheila@oakridgetorch.org 865-310-0130 (o) TBD (c) 3 Dr. Sherman Jones UT Faculty sjones7829@aol.com 865-360-2056 (c) 4 Glenn Swift UT Faculty gswift@utk.edu 865-974-2661 (o) 865-368-3380 (c) 1 Duration of Engagement Seven weeks, from the week of March 4 through the week of April 25, 2013. The students have Spring Break from March 22- 28. Deliverable: Do the research and benchmarking to develop a predictable set of recommendations as to how TORCH can proactively arrange temporary housing for homeless people/families in Anderson County. Snapshot of Project Phase One Two Three Weeks 1 2-5 6-7 Emphasis Engage and baseline: Research, benchmark and conclusions: Recommendations, timeline and Final Report: Metrics 1. 2. 3. 4. 5. Understanding of the TORCH social cause purpose and strategies Identification and articulation of best practices Definition of change leadership role and implementation plan for recommendations Active participation and excellence in messaging as a member of the UT MBA team Will TORCH provide reference for the UT MBA Program? 3 Page 27 of 92 - April 22nd, 2013 Reporting Anthony Menzies, the MBA Project Manager, will provide a weekly email status report on the team’s progress to the stakeholders. The team, partners and faculty will meet weekly for a 3 pm, one-hour “check-in” meeting each Monday. The meeting will be held at TORCH. The first meeting will be on March 4 at 3 pm. Course Syllabus See attached. Class Meetings Beginning February 28, 2013, the entire class and faculty will meet Tuesday and Thursday from 8:10-9:25am in HBB 402 to share learning’s. An Anderson Center E&I partner will periodically join us to share their experiences to innovate with the class. Grades Sherman and Glenn in their UT faculty role will assign grades to each student. References TORCH will provide references for UT and students, as requested. Recommendations and Next Steps The client partners and invited guests will review the MBA Team’s recommendations and implementation plan at presentation of the Final Report scheduled for 5 pm on April 22. The Final Report will be in PDF electronic format vs. print and contain three sections: Executive Summary, presentation visuals and appendix’s. An advance copy of the presentation visuals will be attached to the last weekly report. Expenses While the b-school will not charge for the 200+ hours of labor, TORCH will provide reimbursement for pre-approved expenses such as out of area travel, printing, etc. associated with project deliverables. Hours The MBA Team will track hours weekly for reporting purposes, not reimbursement. Proprietary Information The UT students and faculty agree not to disclose proprietary information provided them by TORCH. Nor will the TORCH name be attached to ideas or recommendations generated by UT b-school other than in the Final Report submitted to TORCH. 4 Page 28 of 92 - April 22nd, 2013 Internships Since the 17-month MBA curriculum requires that all students complete a summer internship, TORCH will consider hiring or connecting one or more of the students for internships in the summer 2013. Media Release/Case Study As appropriate, a Knoxville News Sentinel Business Journal Case Study will be prepared and published after this applied learning experience. All parties will develop this Case Study. MBA Program Evaluation At project completion, TORCH will provide, as requested, feedback data to the UT MBA Program Office. 5 Page 29 of 92 - April 22nd, 2013 Appendix 2. Page 30 of 92 - April 22nd, 2013 Week 1 Report TO: CC: FROM: RE: DATE: Zabrina Minor, Sheila Michel, and Dr. Sherman Jones Amanda Satterfield, Doug Manofsky, and Brian Yount Anthony Menzies, Project Manager Week 1 – Project Report TORCH March 8, 2013 This memorandum describes the progress and goals of the applied learning experience between the UTMBA program and TORCH. Statement of work: do the research and benchmarking to develop a predictable set of recommendations as to how TORCH can proactively arrange temporary housing for homeless people/families in Anderson County. Weekly Accomplishments: During the past two weeks, the team focused on understanding more about TORCH through meeting with the Executive Director and Chairman of the Board and by researching TORCH on the internet. This past week, we began interviewing members of the community to find out their opinions about the homeless problem and potential solutions. Furthermore, we began to understand how outsiders view the TORCH organization. All of the team members put considerable time and effort into making sure we attempted to schedule an interview with the 22 contacts that have been provided by TORCH as well as contacts that we thought were important to interview. We were able to conduct roughly ten 20 minute interviews. From this information, we have compiled our findings into a presentation that provides details about the problem and background of the homelessness issue in Anderson County. We have also read the Nooe study in order to gain a better understanding of the problem in the entire Knoxville region, and we will incorporate some of these findings into our presentation. Team Weekly Hours 73.16 Total 73.16 Areas of Concern and Goals: Overall Project Status: Green No issues for our team at this time. Focus for Upcoming Week: This upcoming week we will be researching organizations that have a similar mission to TORCH in order to do a benchmark in the following week. Additionally, we will continue to call on the contacts who we have not conducted formal interviews with. Thank you for the insight you have provided us in the first meeting, and we look forward to seeing everyone soon! Page 31 of 92 - April 22nd, 2013 Week 2 Report TO: CC: FROM: RE: DATE: Zabrina Minor, Sheila Michel, and Dr. Sherman Jones Amanda Satterfield, Doug Manofsky, and Brian Yount Anthony Menzies, Project Manager Week 2 – Project Report TORCH March 15, 2013 This memorandum describes the progress and goals of the applied learning experience between the UTMBA program and TORCH. Statement of work: do the research and benchmarking to develop a predictable set of recommendations as to how TORCH can proactively arrange temporary housing for homeless people/families in Anderson County. Weekly Accomplishments: This week, the team spent time benchmarking organizations that are similar to TORCH. We came up with a list of six potential organizations along with potential benchmarking metrics. We gathered information from each organization’s website and 990 forms. Furthermore, we spoke on the phone with representatives from two organizations and met in person with one organization. From this information, we have compiled our findings into a presentation that provides details about how other organizations are able to house individuals and obtain funding. We are beginning to understand the operations of transitional housing as it relates to homelessness prevention. Team Weekly Hours 55.3 Total 128.46 Areas of Concern and Goals: Overall Project Status: Green No issues for our team at this time. Focus for Upcoming Week: This upcoming week, we will continue reaching out to organizations that are similar in mission to TORCH, and we will begin to setup interviews with non-profit organizations that are not similar to TORCH. Thank you for the insight you have provided us in the second meeting, and we look forward to seeing everyone soon! Page 32 of 92 - April 22nd, 2013 Week 3 Report TO: CC: FROM: RE: DATE: Zabrina Minor, Sheila Michel, and Dr. Sherman Jones Amanda Satterfield, Doug Manofsky, and Brian Yount Anthony Menzies, Project Manager Week 3 – Project Report TORCH March 22, 2013 This memorandum describes the progress and goals of the applied learning experience between the UTMBA program and TORCH. Statement of work: do the research and benchmarking to develop a predictable set of recommendations as to how TORCH can proactively arrange temporary housing for homeless people/families in Anderson County. Weekly Accomplishments: This week, the team continued benchmarking organizations similar to TORCH by conducting phone interviews. The team also refined the list of non-profits to benchmark next week and began preliminary research on these organizations. Lastly, the team started compiling its notes regarding potential housing options. We will discuss our findings in the next meeting. Team Weekly Hours 32.57 Total 165.53 Areas of Concern and Goals: Overall Project Status: Green No issues for our team at this time. Focus for Upcoming Week: This upcoming week, we will benchmark non-profit organizations that are not similar in nature to TORCH. We plan on benchmarking through both phone conversation and in-person interviews. We feel that a lot of progress was made in the last meeting, and we look forward to the discussion in the following week! Page 33 of 92 - April 22nd, 2013 Week 4 Report TO: CC: FROM: RE: DATE: Zabrina Minor, Sheila Michel, and Dr. Sherman Jones Amanda Satterfield, Doug Manofsky, and Brian Yount Anthony Menzies, Project Manager Week 4 – Project Report TORCH April 5, 2013 This memorandum describes the progress and goals of the applied learning experience between the UTMBA program and TORCH. Statement of work: do the research and benchmarking to develop a predictable set of recommendations as to how TORCH can proactively arrange temporary housing for homeless people/families in Anderson County. Weekly Accomplishments: During the past two weeks, the team sought out organizations that are different from TORCH to benchmark successful practices. We accomplished this through internet research and by conducting interviews. We were able to meet with Young Williams Animal Shelter at its location, and King’s Kitchen at their location. We also obtained contact information for program directors with Phi Theta Kappa and made plans to interview them next week. The team also brainstormed other ways to help TORCH accomplish its goals, both functionally and financially. Additionally, the team conducted phone interviews with Oak Ridge Mayor Tom Beehan and Oak Ridge City Manager Mark Watson. Lastly, the team condensed and organized its project notes to date to ensure achievement of goals. Findings will be discussed in the next meeting. Team Weekly Hours 34.25 Total 200.78 Areas of Concern and Goals: Overall Project Status: Green We have not heard back from Betsy Coleman, but we hope to hear from her soon to get her perspective about the real estate issues. Also, we will be in contact with Phi Theta Kappa next week to get their perspective about fund raising and other successful practices. We feel that we are still on track to synthesize all the data next week. Focus for Upcoming Week: This upcoming week, we will wrap up interviews and research. We hope to meet with TK Wright, a property owner in Oak Ridge to drive us to various housing locations in the city. From these findings, we plan to synthesize data and further discuss a solid set of recommendations to make to TORCH. We feel that a lot of progress was made in the last meeting, and we look forward to the discussion in the following week! Page 34 of 92 - April 22nd, 2013 Week 5 Report TO: CC: FROM: RE: DATE: Zabrina Minor, Sheila Michel, and Dr. Sherman Jones Amanda Satterfield, Doug Manofsky, and Brian Yount Anthony Menzies, Project Manager Week 5 – Project Report TORCH April 12, 2013 This memorandum describes the progress and goals of the applied learning experience between the UTMBA program and TORCH. Statement of work: do the research and benchmarking to develop a predictable set of recommendations as to how TORCH can proactively arrange temporary housing for homeless people/families in Anderson County. Weekly Accomplishments: This past week, we interviewed Kimberly Bell to get more housing recommendations, and we conducted further research based on her suggestions. Furthermore, we drove through the City of Oak Ridge with the assistance of TK Wright (a former Oak Ridge Resident) to see various properties in person. The group also spoke with members from the Knox Heritage to find out more information about historical tax credits. Unfortunately, the group was unable to speak with the Phi Theta Kappa Honor Society due to scheduling conflicts. From our final investigations, we have further developed our recommendations and have gained much headway in compiling our final report for TORCH. Team Weekly Hours 48 Total 250.28 Areas of Concern and Goals: Overall Project Status: Yellow We are still waiting to hear back from Betsy Coleman regarding her thoughts on real estate options. Furthermore, we remain hopeful to speak with someone from Phi Theta Kappa. Lastly, we have sent out emails to JP Morgan to see if they would participate in a non-profit program in Tennessee. We hope to hear from them soon. Focus for Upcoming Week: This upcoming week, we will finish putting together our information and recommendations, and we will begin practicing the delivery of our final presentation. Page 35 of 92 - April 22nd, 2013 Appendix 3. Page 36 of 92 - April 22nd, 2013 » » » » » » » Homelessness issue is "invisible" ˃ Not seen and therefore people ignore Said that temporary housing is more effective for catastrophic clients vs chronic homeless clients Thought there were job opportunities ˃ Owned a small business 8-10 with high turnover because of "couch lazy" people who had substance abuse problems ˃ Would need to coach them to make sure they were reliable Describes the homeless issue as a problem but says that most people think otherwise because it is not seen. Housing first "works" because it is impossible for people to become selfsufficient without a roof over their head ˃ Taking medication ˃ Having a mailing address to receive food stamps, apply for jobs, etc ˃ Transitional housing seen as more attractive to employers - people can vouch for them HMIS system to track homless use of public services ˃ Tennessee Valley Coalition to End Homelessness would be the one to talk to / one in charge of this effort in Anderson County ˃ Nobody in Anderson County using it yet - TORCH could "bridge the gap" to get other agencies to use it. ˃ Currently only Knox County using it. ˃ Assumed it was free - and grants to get it setup Says the hospital might be a location to employ people Page 37 of 92 - April 22nd, 2013 » » » » » » » » » Thought that either we are getting better at PIT count or the problem is getting worse Agreed that transitional housing effective for people trying to become selfsufficient Suggested housing locations: ˃ Across from Wal-Mart ˃ Garden Apartments ˃ South Hills ˃ Manhattan Apartment Buildings ˃ Near hospital (may be the same "legacy housing talked about by Chuck Hope) Mentioned use of vouchers to get rental assistance ˃ Apply through a number of agencies ˃ Emergency housing grants can give vouchers? ˃ But all have waiting lists ˃ Can be used for private rentals as well as public housing authorities Says hospital would be good employer opportunity ˃ Have an "in" with Sheila / husband to hospital ˃ Dish washer, janitor, etc Abundance of old properties ˃ Alot of landlords having trouble renting ˃ Manhattan Project housing (old 1 bedroom housing 1500 sq ft) Tax incentives to donate property to non-profit not worth the loss of revenue potential ˃ However, might be landowners/property owners that are willing to donate thier property TORCH could own/operate a "hotel" like place ˃ TORCH would have to own the place b/c owners not likely to rent to transient people Willing to drive us around to show us potential "sites" for owning property Page 38 of 92 - April 22nd, 2013 • • • • • Thought that 56 ppl out of 72,000 in Anderson County is not very much. Not a SERIOUS problem Recommended Legacy Housing as a central location that would allow people to walk to work, and good "fit“ TORCH would have to present their case to Council to receive funding o Town allocates % of funds towards non-profit each year at Council's discretion Town would require that they emphasize self-sufficiency o not just giving people services w/o becoming self-sufficient (teach a man to fish vs give a man a fish analogy) o need to require that they work to get what is given to them Town would require transparency to prove that people are not scamming the system o transparency requires tracking homeless use of services o tracking requires ID card (example: KnoxHMIS card) » There is a new school definition of homeless where people are precariously housed or moving from couch to couch » Taking multiple point-in-time counts per year will help fix the problem by improving visibility and gathering data on the existing homeless population » TORCH is "logistically placed" to be a good one stop shop and a coordinator between other programs. » "The new homeless aren't looking for coins; they are looking for change." Page 39 of 92 - April 22nd, 2013 » If the homeless has preexisting charges or has been evicted from the HUD program it may be difficult to find temporary housing/jobs » There is a deficit of landlords willing to house the homeless » In order to get funding from HUD you must implement HMIS » » » » » Homelessness issue is hard to see Housing rate are inflated and there is little low income housing in the area Temporary housing is expensive Many local landlords are absentee landlords that don't fix up the properties Possibly adding tax incentive to fix up housing in the area to stimulate development Page 40 of 92 - April 22nd, 2013 » » » » » Most officials do not believe there is a problem Prefer housing first model, but transitional housing is a positive step Significant need for raising awareness of the problem Need someone to coordinate Anderson Co. agencies in HMIS system Feels that approach needs to address source of the problem, not just bandaid it. » Likes Torch's approach of job training and long-term goals for selfsufficiency. » Getting more churches involved ˃ Churches need to be more involved with helping causes about homeless than putting the words "god we trust" on front of a court house » » » » » » Says that most shelters are full in the area Agrees that the homeless problem is an issue that should not be ignored Says that the county needs to recognize it as a problem and appoint someone to take the lead on fixing it (getting all the various government and social organizations to work together) Said that for transitional housing to work, you must have full time case managers Said transitional housing very expensive Mentioned the effectiveness of a restaurant skills class, culinary arts, and janitorial class Page 41 of 92 - April 22nd, 2013 » » » » » » » » » » » » » Land bank is public bank of housing that accomodates all type of properties Low income housing Medium housing Commercial/industrial Greenspace They are able to delegate/sell land to tenants that reflect their plans. I.E. one location for low-income housing, etc. Able to sell property at a loss, whereas the city sells to the highest bidder He mentioned that they traditionally give alot of homes to Habitat for Humanity Says they would definitely work with an organization like TORCH Land Bank is about 5 years out He mentioned partnering with a developer Huff? from Alabama redeveloping that property and fixing it up Could partner with a developer to get a "redevelopment" grant - and allocate 4 or 5 units to TORCH » Tax abatements, but not grants from HUD. They set aside a certain % of units for low income housing. » Would likely need a TORCH employee living there » Mentioned renting a more rural property (not need a fulltime staff member there to appease neighbors) » But this presents transportation issues » Section 8 Vouchers to rent private property » Oak Ridge Housing Auth allowed to apply for 225 people. But there are other organizations that can apply for Vouchers. He thought there were another 225 available to other organizations. » Habitat has between 6 and 12 unused lots Page 42 of 92 - April 22nd, 2013 » » » » Historical tax credits ˃ You receive 20% tax credit of the overall project cost (includes construction/rehab costs, architecture, developper fees, etc) ˃ Would need to setup a for profit subsidiary and then sell this off to a for profit developer. ˃ High transaction costs (legal and accounting) - only worth it if you are doing a project of $5M or more ˃ Said that our project would be too small to be possible to receive tax credits Recommends looking at home loan grant funding Suggests support from other churches ˃ Interface hospitality network- take homeless families and rotate among 10 churches in community. non-profit oversees http://www.ihnathens.org/ Suggests partnering with other non-profits ˃ Other non-profits with other housing options » Hotel option - grant money is specific on using hotels instead of towards other options? » Short-term leasing: ˃ » » » Single dwellings to keep city on the outside ˃ BUT- very few landowners/landlords willing or available ˃ Dont put homeless people in bad neighborhoods that are drug infested (unless they are strong willed individuals) ˃ Mentioned a duplex on Howard Lane ˃ Bad neighborhood but road is nice ˃ Rent should be in ballpark of $550/month w/o utilities Permanent structure: ˃ 4-plex, but she thinks Habitat bought it Working with Habitat ˃ Inform them that you arent trying to take their properties Recommends dealing with direct market vs indirect market (Fannie Mae, Freddie Mac Page 43 of 92 - April 22nd, 2013 » » » » J.P. Morgan Chase has a program which nonprofits allowed first bid ˃ They often donate these to nonprofits and take a loss (Note: The group later found that this program is not offered in Tennessee) HUD program has a non-profit first bid program ˃ Thehomestore.com - pay $1 for a property Elza Gate Property: ˃ Not in town jurisdiction ˃ Once sold to be a group home ˃ Really bad shape ˃ Used to be an old hotel ˃ Last activity was 2006. Now bought by Crossroads Ministries ˃ 210 Elza Drive ˃ Zoned for motels/hotels ˃ Really bad shape Applewood Apartments ˃ A lot of opportunity there » move existing structure from Kroger site (corner of Illinois and Turnpike) and » move to vacant lot ˃ $20,000 - includes moving of structure, wiring, and setup ˃ 1,100 sq ft houses go to town committee meetings for Community Development ˃ establish relationships and get their support before you formally approach town officials ˃ just listen first ˃ make the city feel like it is their idea and not yours to get stuff done Page 44 of 92 - April 22nd, 2013 Appendix 4. Page 45 of 92 - April 22nd, 2013 » Funding: ˃ » suggest looking and networking at United Way - good place to meet good contacts ˃ visit with local HUD office Minvilla Manor Funding: ˃ initially received Federal Home Loan from FHLB for $500,000 (essentially a grant as long as you dont screw up) ˃ received GBDG grant to help fund - partnered with city of Knoxville to get this Bloc grant ˃ received low income tax credits ˃ received historic preservation tax credits ˃ got a PILOT from the city - payment in lieu of taxes - dont pay taxes as long as you dont screw up ˃ partnered with a developer who put the financial package together ˃ received letter of support from Knox Heritage (historical restoration development) to combat the NIMBY's in the area » Minvilla Operations: ˃ ˃ ˃ ˃ ˃ ˃ 57 units - 55 ocupied 1 bedroom efficiency apartments says small developments work better, but makes it harder to pay staff has heard from many sources that it takes 50 units to have the income to support what you do! make their tenants sign leases, however this means alot of difficulties evicting if there is a problem. Tenants have alot of rights. Especially difficult with mentally ill who do not want to seek treatment. + man who turns on water at night, man who pokes holes in walls with broom, remove stove they use a property management firm + helped with receiving tax credits b/c no room for mistakes. they know how to maintain the correct paperwork, etc + American Apartment Management Inc + Single point of entry w/ desk manned + approved visitors list Page 46 of 92 - April 22nd, 2013 » Her recommendations for 8-10 people: ˃ Need to decide what types of people they are going to house + have to be careful about the rights and comfort of the people in the community + If all in 1 location, dont house all of the same type of people (i.e. all with criminal BG or mentally ill) + you must be selective/balance your tenants - while it case managers say that people are dangerous on the streets, they can be more dangerous housed in your organization + determine the needs of the population ˃ look up "permanent- supportive housing" - huge buzzword these days. technically it is permanent - pay rent and there's a lease, but there is case management too - hope that ppl move out and become independent. ˃ critical to figure out what ppl need. 50% will stay forever in min-villa. ˃ property management are good way to play good cop bad cop: if tenant not self sufficient to pay rent then property manager threatens to evict, while case manager can say "you need to do better otherwise you will be evicted" » » » » » Began in 2005 with a drive to help single moms Spent 2 years researching and talking with other programs to identify the problem as well as organizations around the country who were doing the best job They identified 2 gaps ˃ Supportive transitional housing ˃ emotional support to get families through to long-term success Funding ˃ developed a solid business plan based on research ˃ Went around looking for seed money + used matching grants as a way to get by in the short term while developing long-term relationships with private donors + Haven't struggled with funding since ˃ Husband and wife purchased initial property ˃ Currently looking forward to breaking ground on 24-unit campus style housing suggestion: consider logic modeling--2 ways to develop a non-profit ˃ 1:Look at perceived need and available resources. See what can be done with what you have ˃ 2: Look at perceived need and the outcomes you are looking for. when all is said and done, what should have been accomplished? Then go find the resources to make it happen Page 47 of 92 - April 22nd, 2013 » Suggested 2 other organizations to benchmark ˃ 1: Denver, Colorado. Warren Village (sp?) + team mentoring approach: + each family has 6-12 mentors to be available for all kinds of support. literally builds a community around the family ˃ 2: Family Promise of Knoxville + short-term case management + not offering mentoring Prospective client's current location on continuum of care raises a lot of different issues ˃ Very low/still recovering from addiction==>many landlords not willing to take the risk ˃ very high/got their stuff together==>organizations like habitat and others who want to help » Consider possible partnerships with apartment complexes. » lease a number of units and sublease to clients » Most likely to succeed with people about halfway along the continuum. landlords and property owners typically want to help » » temporarily house 4 men and 4 women » sign an agreement but not a lease » used to receive CBDG funding by working with city, but this is no longer available » received some money from NOVUS to run their transitional housing » working on HOPE for Homes, a program that could house people for up to a year. ˃ ˃ people would sign leases and receive financial assistance to live there would be specific to substance abuse and chronic illness patients. Page 48 of 92 - April 22nd, 2013 »Already does some of what TORCH is attempting, just on a much larger scale Federal grant money HMIS System » » ˃ Vitally important for helping homeless as well as building credibility and generating funds Page 49 of 92 - April 22nd, 2013 Appendix 5. Page 50 of 92 - April 22nd, 2013 » King’s Kitchen’s fundraising goal is to have a prominent idea that is specific - theirs was to feed the homeless and feed the sick. profits divided evenly to other organziations - womens shelter, mens shelter, etc. Hold people accountable - used to do feedings, but people would just show up at the end of bible study to get a free meal. » they have a partnership with churches - freedom house & elevation church » They are looking at rennovating older hotels, buildings, etc for housing » they coordinate services for homeless peopel such as the clothing closet » they currently refer people to housing through other ministries » King’s Kitchen employs 7 homeless people at a time - they work 8-9 months - all different positions such as cooking, server, etc....they train them depending on their skills or interests. He makes sure people do their detox / rehab first before training. » they make sure that the people are dedicated first. They make sure they are committed to doing bible study from monday - friday from 3-4. they do street ministry outside on friday to get the word out (recruit other homeless people into the community). Thye make sure the people arent just there for the job but are also there to adopt christian stuff. » He says you need to enforce rules: ˃ ˃ ˃ » » » » » » » » » » » no cussing not late have to be there for Bible Study Be strict, but give them multiple opportunities Fundraising: ask for alot! you can always ask for less later fundraisers every year - major event - big dinner party - charge for plates recommends doing an event at a golf course fundraising event says be specific when raising funds - coat drive - people donate. He recommends doing a cleaning supplies drive, blanket drive, linen drive their fundraising goal is to have a prominent idea that is specific - theirs was to feed the homeless and feed the sick. They said that you have to be very specific on how the money will be spent and on what it will be spent on. they recommend putting the donor names on chairs, tables, etc. they did do some press releases and PR work when they were doing their fundraising efforts. they had a carolina panther player help speak / do PR work. He recommended using a UT player to do the same thing. Big organizations have big $$ for charity funds - corporate headquarters are key. He recommends writing letters, going in person, email, trying all techniques. Have videos to document your successes recommends hitting up food lion for food that is non-sellable but not bad. Page 51 of 92 - April 22nd, 2013 Volunteering: » Recommends getting volunteers to make beds, cleaning, painting, bring in tables, linens, etc » they have a hostess that volunteers 2x a week. » they have a network of roughly 13 churches to get volunteers. Recommends hitting up the food missions and mega churches. » noted that some pastors dont like working with other pastors. » Says you need to use facebook to ask for volunteers » Recommends getting volunteers to help you fix the place up » Your clients who become success stories become your best advocates / trainers. Train them how to manage money. » recommends people giving testimonials in church. They do alot of videos on their website. » PEOPLE WANT TO GIVE THEY JUST DONT KNOW HOW! » highly recommends email blasts - one blast gave them $2,800 for gifts at christmas time. » recommended we talk to Mercy Ministries of charlotte to benchmark. they target pregnant teenage girls - amy lambert was in it years ago. » Young-Williams Animal Center (YWAC) is responsible for the majority of the animal control in Knox county. » They were founded in 2000 and applied for and received their 501(c)3 in 2012. » Approximately one third of their funding comes from contracts with the city and » » » » the county with a substantial portion of their funds coming from private funding. YWAC can house 400 to 500 animals at any given time with and average stay of two weeks. They had a parade march 2nd called Marti Growl which profited $18,000 Rely on surrounding animal shelters during times of high capacity Page 52 of 92 - April 22nd, 2013 » Partners with companies all over the country » Successfully funds Millions of $$ in scholarships » “College Fish” ˃ Database to help students access resources » “Competitive Edge” ˃ Generates a portfolio for students. ˃ Resume, online job tutorials, videos » 5-Star program ˃ Celebrates members’ achievement of increasing levels of participation » Recommends that TORCH engage participation from those that they will be assisting Getting homeless to help recruit others Help identify key projects that will help their cause ˃ ˃ Page 53 of 92 - April 22nd, 2013 Appendix 6. City Zoning Ordinances Page 54 of 92 - April 22nd, 2013 Page 55 of 92 - April 22nd, 2013 Appendix 7. Sponsorship Packet Page 56 of 92 - April 22nd, 2013 Trinity Out Reach Center for Hope Page | 1 Page 57 of 92 - April 22nd, 2013 TABLE OF CONTENTS Sponsorship Letter………………..….……………………………..............pg3 Meet the Team and Clients..…..….……………………………...................pg4 TORCH Budget..…………………………………………………………….pg5 Sponsorship Payment Form……………………………………………………pg6 Sponsorship Payment Form …………..…….………………………………...pg7 Page | 2 Page 58 of 92 - April 22nd, 2013 Dear Valued Sponsor, On behalf of The Trinity Outreach Center for Hope (TORCH) and the clients we serve, we seek your support in collaborating with (Insert title of current fundraising campaign). TORCH will (Use this paragraph for quick intro to the cause and campaign). Quick paragraph about TORCH founding and mission. Explain the crisis! Explain the need. TORCH asks for your consideration in sponsoring the work we do in our community, and we thank you for supporting this highly important piece of that work. In the form provided you will find the different sponsorship opportunities available to you. “TORCH helped me get a permanent address so I could get a job and get back on my feet. I’ve been working and paying my own rent for 5 months now.” -John Q Fiction (Character – Amanda Satterfield’s mind) You may reach TORCH at 865-555-5555 or zabrina@oakridgetorch.org. Thank you for your time and consideration on this matter, and we hope to see you at one of our community events in the near future. Sincerely, Trinity Outreach Center for Hope Sheila Michel Zabrina Minor BOARD OF DIRECTORS ??????? ?????? ???????? Page | 3 Page 59 of 92 - April 22nd, 2013 MEET TORCH Sheila Michel, of Oak Ridge, Tennessee raised four children in Oak Ridge and was the driving force behind the creation of TORCH. In 2009, Sheila began to dream about an organization that would take action against the problem of homelessness in Oak Ridge and Anderson County. A member of 1st Methodist Church, Sheila was in an excellent position to become aware and take advantage of a building that the church inherited and subsequently began to open up for nonprofits to use. Her husband, a retired cardiologist, is the director of the free clinic just below TORCH’s office. Sheila’s drive and perseverance coupled with the good location have developed TORCH from a dream to a reality. Zabrina Minor, also of Oak Ridge, developed a strong foundation and competency for managing housing issues through her work as ______________. She is now the ________________________ of TORCH and devotes an impressive amount of time and energy to helping as many struggling Oak Ridge citizens as possible. Her tireless efforts have resulted in __________________________________________________________________________________________ ________________________________________________________________________________________. CLIENT SUCCESS STORIES (and/or Board of Director Bios) At this point, I would suggest getting interviews, bios, and photos of people who have really benefited from either TORCH or a similar program like VMC and have accomplished self-sufficiency as a result. Donors want to feel good about spending their money and they want to be a part of something great. Play up to that!!!!! o Ginny Weatherstone at Volunteer Ministries Center in Knoxville has agreed to assist in finding people willing to participate in this role and allow their stories to be told. She is aware that someone might be contacting her. You can include bios and contributions of Board members in this general section somewhere as well, if you think it will be of benefit. Page | 4 Page 60 of 92 - April 22nd, 2013 TORCH Kroger Property Budget 2013 Land Location $ 12,000.00 Zoning $ Permits $ House Kroger Electrician Plumber Permits Inspection $ 15,000.00 $ 5,000.00 $ $ $ - Furnishings couch stove showercurtain toilet seat Kitchenware $ $ $ $ $ 200.00 - Total Expense: $ 55,000.00 Page | 5 Page 61 of 92 - April 22nd, 2013 In this space, you want to provide a detailed description of what you intend to use the funds for. During the course of our research, we found that most successful fundraising campaigns have specific uses and target dollar amounts for sponsors/donors to help with. It provides a clear goal and gives you the ability to offer much appreciated feedback when your goals are met. Another helpful suggestion would be to include an overflow recipient in case you raise funds above your goals. This could be another aspect of your organization or a one-time donation to a community partner. Sponsors/donors seem to be very receptive to the latter. Any funds raised in excess of our goal will be applied to United Way of Anderson County. If interested in sponsoring TORCH, please check one of the following boxes: o $10,000: Lifetime access to all TORCH events Your company logo on TORCH apparel worn during trip Exclusive Recipient photo gift package Recognition on all TORCH viral video projects o o o o The idea with the two sponsorship pages is to give sponsors/donors the opportunity to participate in the special promotion as well as contribute to the day to day. Your company logo on both social and general media platforms Your company logo printed in the marketing brochure at the This first page, the “special end of the year promotion,” should be ambitious. Signed TORCH photo Make your first amount equal to half of your overall goal, then drop $3,000: Exclusive Recipient photo gift package the size from there. Recognition on all TORCH viral video projects Your company logo on both social and general media platforms Your company logo printed in the marketing brochure at the end of the year Signed TORCH photo $1,000: Recognition on all TORCH viral video projects Your company logo on both social and general media platforms Your company logo printed in the marketing brochure at the end of the year Signed TORCH photo $500: Your company logo on both social and general media platforms Your company logo printed in the marketing brochure at the end of the year Signed TORCH photo $250: Signed TORCH photo Please make check payable to _________________________________________. Mail to the following address: 555 TORCH Offices 5555 Turnpike Blvd Oak Ridge, TN 55555 Thank you for your support!! Page | 6 Page 62 of 92 - April 22nd, 2013 If interested in sponsoring __________________________ (can be used to feature daily operations or even a family): o $3,000: Naming rights for the tournament: "TORCH Scramble, Sponsored by (Your company name)". 3 signs on the course 1 team’s entry fee covered 3 free entrances to the silent auction and any other events this season This page will be less ambitious Free official poster and easier to participate in. o $2,000: Recognition items will be less 3 signs on the course prestigious. 1 team’s entry fees covered 2 free entrances to the silent auction and any other events this season o $1,000: 2 signs on the course 1 team entry $10 off the silent auction entrance fee o $500: 2 signs on the course 2 person entries $5 off the silent auction entrance fee o $250: 1 sign on the course Please make check payable to __________________________________________ Mail to the following address: 555 TORCH Offices 5555 Turnpike Blvd Oak Ridge, TN 55555 Thank you for your support!! Page | 7 Page 63 of 92 - April 22nd, 2013 Appendix 8. 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