HomeMy WebLinkAboutAgreement with Winnebago Literacy Council AGREEMENT
THIS AGREEMENT is between the City of Oshkosh, a Wisconsin municipal corporation, herein referred to
as "CITY"; and Winnebago County Literacy Council, 106 Washington Avenue, Oshkosh, WI 54901, a
Wisconsin non-profit corporation, herein referred to as "SUBRECIPIENT".
I. GENERAL DESCRIPTION
A. The City has received funding from the U.S. Department of Housing and Urban
Development (HUD) under the Title I Community Development Block Grant (CDBG)
Program, to undertake projects and activities as indicated in the City's Final Statement of
Community Development Objectives and Projected Use of Funds. The activity set forth in
this Agreement's Scope of Services is one of the said activities and it is the responsibility of
the subrecipient to carry out the activities in compliance with this Agreement and other
applicable regulations referred to herein.
B. The City has allocated a portion of its 2020 CDBG to a public service funding consortium
whose purpose is to evaluate public service grant applications and allocate funds contributed
to the funding consortium.
C. The City will review public service organizations funded through the consortium with 2020
CDBG funds in order to evaluate subrecipient performance to ensure that the scope of
services a subrecipient stated that it would perform in its application for funding to the
consortium was being carried out in accordance with applicable laws and regulations and to
provide technical assistance.
D. The City will make quarterly payments on a reimbursement basis to the subrecipient after
written requests for payment has been made with attached documentation supporting such
requests.
E. Funding under this Agreement shall be paid with 2020 CDBG funds. Should the City not
receive said funds, this Agreement shall be null and void. If a portion of the CDBG funds are
rescinded by Congress, the contract amount in Article V (A) of this Agreement shall be
reduced by the same percentage that is rescinded from the City's 2020 CDBG Program by
Congress or HUD, or as determined by the City per applicable HUD regulations.
II. SCOPE OF SERVICES
A. The subrecipient shall:
(1) Provide direct community outreach, recruitment of learners and volunteers for the
tutoring program.
(2) Provide said services in accordance with the objectives outlined in the subrecipient's
proposal to the consortium (see "Appendix A", which is attached and fully
incorporated into this Agreement) for City of Oshkosh residents only.
(3) The provision of services are dependent upon funding. In the event funding received
by the City is less than anticipated, the parties shall negotiate in good faith to
determine the reduced scope of services to be provided through this Agreement.
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B. Said services shall commence on or about May 1, 2020 and shall be completed by April 30,
2021.
C. The subrecipient certifies that the activities carried out with the funds provided under this
Agreement will meet one or more of the CDBG program's National Objectives: 1) benefit to
low and moderate income (LMI) persons; 2) aid in the prevention or elimination of slums or
blight; and 3) meet a need having a particular urgency (as defined in 24 CFR Part 570.208).
III. REPORTING REQUIREMENTS/RECORDS
A. The subrecipient shall provide quarterly reports to the City by August 31, 2020, November
30, 2020, February 28, 2020, and May 31, 2020. Additionally, the final report shall include
both the last quarter, as well as a yearly summary of activities along with accomplishments.
A template for the reporting will be provided to the subrecipient and shall include, at a
minimum, the following information:
( 1 ) Amount of CDBG funds expended per budget and additional funds leveraged
for program
( 2 ) Type and amount of services provided
( 3 ) Number of total clients
( 4) Number of clients and percent of clients from Oshkosh
( 5 ) Number of low/moderate income persons assisted
( 6 ) Number of very low income persons assisted
( 7 ) Number of extremely low income persons
( 8 ) Number of persons assisted based on one of the following race categories: White,
Black/African American, Asian, American Indian/Alaskan Native, Native
Hawaiian/Other Pacific Islander, American Indian/Alaskan Native & White, Asian &
White, Black/African American & White, American Indian/Alaskan Native &
Black/African American, or Other
( 9 ) Number of Hispanic persons assisted per each of the above race categories
(10) Number of female headed households assisted
(11) Progress towards program goals (outcome statement)
Records necessary to substantiate these reports shall be kept on file at the subrecipient’s
office and shall include all documents, computer records and reports associated with this
agreement.
B. Maintain a separate financial account for CDBG funds which shows all receipts, including
program income, and disbursements. All disbursements shall have documentation that
substantiates that costs incurred and paid from the CDBG account are reasonable, allowable,
and allocable per applicable Federal cost principals. Program income, as defined at 24 CFR
570.500 (a), shall be reported to the City quarterly. The subrecipient may use program
income for activities specified in this agreement, but shall reduce subsequent requests for
funds under this agreement by the amount of the program income received. Any program
unused program income shall be returned to the City at the end of the agreement period.
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C. Provide the City with a copy of an agency audit, conducted in accordance with 2 CFR Part
200, as applicable, for any fiscal year CDBG funds were received under this Agreement.
D. All records required under this Agreement shall be retained for seven (7) years after
completion of the project, or after all pending matters relative to this Agreement are closed.
Alternatively, the SUBRECIPIENT may provide the CITY with complete and accurate
copies of all records related to this Agreement, along with an Affidavit signed under oath
verifying that all records have been transferred to the CITY.
E. The subrecipient agrees to provide access to the City, HUD, the Comptroller General of the
United States, or any of their duly authorized representatives to any books, documents,
papers and records which are directly pertinent to this Agreement for the purposes of making
audit, examination, excerpts and transcriptions.
F. The City as a governmental body is subject to applicable open records statutes. Public
records laws may apply in some circumstances to certain records created and retained by the
City’s consultants and contractors. The sub recipient agrees to fully cooperate with the City
related to open records requests related to this Agreement.
IV. STANDARD PROVISIONS
A. The subrecipient agrees in all hiring or employment made possible by or resulting from this
Agreement, there (1) will not be any discrimination against any employee or applicant for
employment because of race, color, sex orientation, religion, sex or national origin or gender
identity; and (2) affirmative action will be taken to ensure that applicants are employed and
that employees are treated during employment without regard to their race, color, religion,
sex orientation, sex or national origin or gender identity.
This requirement shall apply to, but not be limited to the following: employment, upgrading,
demotion or transfer, recruitment or recruitment advertising, lay-off or termination, rates of
pay or other forms of compensation, and selection for training, including apprenticeship.
There shall be posted, in conspicuous places available to employees and applicants for
employment, notices required or to be provided by Federal or State agencies involved setting
forth the provisions of the clause. All solicitations or advertisements for employees shall
state that all qualified applicants will receive consideration for employment without regard to
race, color, religion, sex orientation, sex or national origin or gender identity.
B. The subrecipient will make a good faith effort to use minority and women-owned businesses
in procurement of supplies, and upon request of the City, must provide satisfactory evidence
of such effort. Additionally, the subrecipient agrees to provide the City with the name(s) and
contract amount(s) of all minority and women-owned businesses awarded contracts on the
project.
C. If the proceeds used under this Agreement result in book or other copyrightable materials, the
author is free to copyright the work, but the appropriate Federal agency involved reserves a
royalty-free non-exclusive and irrevocable license to reproduce, publish or otherwise use, and
to authorize others to use all copyrighted material and all materials which can be copyrighted.
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D. Any discovery or invention arising out of or developed in the course of work aided by this
Agreement shall be promptly and fully reported to the appropriate Federal agency involved
for determination by it as to whether patent protection on such invention or discovery shall
be sought and how the rights in the invention or discovery, including rights under any patent
issued thereupon, shall be disposed of and administered, in order to protect the public
interest.
E. The subrecipient agrees to comply with all applicable standards, orders, or requirements
issued under:
Clean Air Act, 42 U.S.C., 7401 et seq.
Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251, et seq., as
amended, 1318 relating to inspection, monitoring, entry, reports, and information,
as well as other requirements specified in said Section 14 and Section 308, and
all regulations and guidelines issued there under.
Environmental Protection Agency (EPA) regulations pursuant to 40 CFR, Part
50, as amended.
F. The subrecipient agrees to comply with mandatory standards and policies relating to energy
efficiency, which are contained in the State Energy Conservation Plan.
G. No officer, employee or agent of the City who exercises any functions or responsibilities in
the review or approval, or the carrying out of responsibilities, to which this Agreement
pertains, shall have any personal interest, direct or indirect, in this Agreement.
H. Incorporated by reference herein are OMB Circulars A-21, A-122 and A-133, as applicable,
and 2 CFR Part 200.
V. PAYMENT FOR SERVICES
A. Contract Amount
The subrecipient shall perform all work under this Agreement for an amount to be
determined by the City per (I) (B) of this Agreement, but not to exceed ELEVEN
THOUSAND DOLLARS ($11,000).
B. Method Of Payment
Funds will be released quarterly by the City upon receipt of proper invoice verifying eligible
expenses actually incurred by the subrecipient with attached documentation supporting such
requests, and approved by the City.
VI. SUSPENSION AND TERMINATION
A. When the subrecipient has failed to comply with the terms, conditions or standards of this
Agreement or applicable HUD regulations, the City may, on reasonable notice to the
subrecipient, suspend the Agreement and withhold further payments and/or prohibit the
subrecipient from incurring additional obligations of funds, pending corrective action by
subrecipient, or a decision to terminate in accordance with paragraph B below.
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B. This Agreement may be terminated for cause or convenience.
(1) TERMINATION FOR CAUSE: The City may terminate this Agreement at any time
before the date of completion, whenever it is determined that the subrecipient has failed to
comply with the conditions of this Agreement. The City shall promptly notify the
subrecipient in writing of the determination and the reasons for the termination, together with
the effective date. Payments made to the subrecipient or recoveries by the City in the event
this Agreement is terminated for cause, shall be in accordance with the legal rights and
liabilities of the parties. In the event there is probable cause to believe the subrecipient is in
noncompliance with any applicable rules or regulations, the City may withhold up to fifteen
(15) percent of funds subject to this agreement until such time the subrecipient is found to be
in compliance by the City, or otherwise adjudicated to be in compliance. Payments made
pursuant to the terms of this Agreement shall not prevent the City’s ability to seek the return
or reimbursement of funds paid pursuant to any available legal theory.
(2) TERMINATION FOR CONVENIENCE: This Agreement may be terminated
without cause upon the terminating party providing sixty (60) days written notice. The party
terminating the Agreement shall provide the specific date in which the Agreement will end.
The subrecipient shall not incur new obligations for the terminated portion after the effective
date, and shall cancel as many outstanding obligations as possible. The City shall allow full
credit to the subrecipient for any noncancellable obligations properly incurred by the
subrecipient prior to termination.
(3) The parties shall promptly settle the terminated grant and execute a written
amendment upon settlement, which sets forth the terms and conditions of the settlement
Agreement.
VII. REVERSION OF ASSETS
The subrecipient agrees to transfer back to the City any CDBG funds and accounts receivable
attributable to the use of CDBG funds on hand at time of expiration of this Agreement. The
subrecipient further agrees that any real property under the subrecipient's control that was acquired or
improved in whole or in part with CDBG funds in excess of $25,000 is either:
A. Used to meet one of the national objectives in CFR 570.208 until five years after expiration
of this Agreement, or such longer period of time as determined appropriate by the City; or
B. Is disposed of in a manner which results in the City being reimbursed in the amount of the
current fair market value of the property less any portion thereof attributable to expenditures
of non-CDBG funds for acquisition of, or improvement to, the property. Such
reimbursement is not required after the period of time specified in accordance with A above.
VIII. AMENDMENTS
This Agreement may be amended at any time by a written modification mutually agreeable to both
parties hereto.
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Oshkosh Funding Consortium Grant Application
Program Year 2020
(retroactive to May 1, 2020 – April 30, 2021)
DEADLINE: Friday, September 18, 2020 at 3:00 pm
Application must be completed in full to be considered
Submit complete application & budget sheet electronically to Darlene Brandt at the City of Oshkosh
email: dbrandt@ci.oshkosh.wi.us
Attachments, brochures or other materials may be included as part of the application packet.
The electronic version (including email message and all attachments) cannot exceed 10 MB
GENERAL INFORMATION
1. Name of Project/Program: Adult Tutoring, Volunteer Outreach and Family Literacy
2. Organization Name: Winnebago Area Literacy Council ___________
3. Address: _106 Washington Ave. Oshkosh, WI 54901 _______________________
4. Primary Contact Person:_Tom Perry_____________________________________
5. Title: _Executive Director________________ PHONE: _920-236-5185___
6. E-mail: _executivedirector@winlit.org_____________________________________
7. Federal Tax Identification Number: __39-1679291 __________________________
8. DUNS number: ______192834245_______________________________________
Provide Mission Statement/Purpose:
To strengthen our diverse community by developing and delivering free learner-
centered literacy programs for adults and their families.
PROPOSAL OVERVIEW – must match Budget Overview sheet
CDBG Funds Requested Total Project Cost Annual Organizational Budget
$11,000 $140,088 $262,132
APPENDIX A
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PROPOSAL DETAILS
1. Program/Project Approach
a) Briefly describe the program/project you are requesting funds for.
In the FY 2019 application we described implementing a plan to provide more direct
community outreach, the recruitment of learners and volunteers and eliminating barriers to
our services for our 1 to 1 tutoring program. We stated that we expected these outreach
efforts would “increase the number of learners in our classes.”
We are proud to say that our initial efforts at increasing our outreach has been more
successful than planned and our services have grown as a result. Our Family Literacy
program quadrupled in size and our classes grew as well.
In early 2020, the Covid -19 pandemic redefined how we approach the individuals we work
with. Many do not have access to the basic necessities that we all take for granted such as
technology and wireless access. Our focus in the coming year is to grow our capacity to meet
the needs of our community while remaining vigilant to the new reality of our community post
pandemic. As a result, we find ourselves woefully deficient in technology and the ability to
utilize current technology but as developing new programs and delivery methods to meet the
basic needs.
b) Describe the need for your program/project.
According to ProLiteracy, a national literacy organization, one in six adults in our community
cannot read and write well enough to secure meaningful employment, read to their children,
assist with homework or advocate for themselves or family in educational, medical or
monetary situations. Low literacy is directly linked to the cycle of poverty and as such does
not contribute significantly to a healthy community.
In addition to the roughly 11,500 adults in our area who struggle with literacy issues, Oshkosh
is also a resettlement community for immigrants and refugees. This population is also
challenged with limited verbal literacy and experience significant community stigma due to it.
To address these important community issues, WALC provides several high-quality programs
and services including learner-centered one-to-one tutoring, interactive classroom instruction,
a community-based Family Literacy program and volunteer recruitment and retention
services.
Our newly enhanced outreach services have proven to be very successful in locating and
providing more learner-centered services to the community. We have experience growth in
ways we did not anticipate, specifically in the pace and numbers of individuals seeking our
assistance. While we anticipated growth, it has occurred much quicker than projected,
straining our limited resources, and community partners.
In early 2020, the Covid -19 pandemic had all our progress come to a screeching halt. We no
longer had a place, or a method to deliver our important services as all of the physical
locations which we provide services closed and have remained closed. This meant that we
had to quickly develop and provide virtual learning services. Fortunately, we had a small
supply of tablets but did not realize the magnitude of the technology challenges facing us.
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Our first hurdle, getting our learners connected was actually a little easier than we anticipated
although we did not fully understand what “connected” truly meant. We felt we could simply
provide tablets, and all would be complete. Never did we realize that we would have to also
look for hotspots, easy video platforms and also teach our volunteers how to utilize and
acquire technology as well.
c) Identify any other organizations in Oshkosh that address this need.
WALC is the only area agency that provides free and accessible one-to-one tutoring, ELL
classes and Family Literacy programs. Fox Valley Technical College provides GED and
HSED programs as well as higher level ELL classes. While these programs are highly
effective, they are not free, easily accessible, or flexible enough to many low literacy adults in
the area.
2. Target Population
a) Who will benefit from the proposed project and how?
Each adult learner receiving one-to-one tutoring will directly benefit from the learner-centered
tutoring WALC provides. Each participant in ELL classes will receive intensive group
instruction which builds confidence and creates a sense of community. Family Literacy
participants are not only learning English language skills but are also learning about
important social and personal issues that affects their ability to function with their, and their
family’s best interests.
Most importantly, the community as a whole will benefit by becoming stronger, richer and
more diverse. Poverty will be reduced, and English language literacy will increase as our
learners become more confident and engaged community members. An added benefit is
ultimately there would be less reliance on costly community resources allowing for more
investment into infrastructure, housing and community recreational activities.
In 2019, we provided English language learning services for several highly degreed
individuals who are doctors, lawyers, engineers and teachers.
b) How many people will be directly affected by your program/project? How
many people will be served?
Currently, WALC has touched 157 adult learners in our one-to-one tutoring services. We do
not anticipate any additional growth due to the pandemic causing us to retool our delivery for
the rest of the year.
The greatest need is now in our ELL, 1 to 1 and Family Literacy classes. Our increased
visibility and community engagement have had a profound effect on all our services with
regard to use and demand. ELL-1 class, which served 5 active learners in May of 2018 is
now serving 15 active learners. ELL-2 classes, which consistently had attendance of 3 to 4
learners in May 2018, now has 12 learners. Our Family Literacy classes, which served 8
mothers and their children in May 2018, now serves 28 mothers and 35 children each week.
Due to the Covid-19 pandemic, we are now limited by space and staffing constraints.
Teaching 28 mothers in our Family Literacy program slowed the learning process. Finding
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enough staff and space to break up the classes was challenging but we found a new
community partner with enough room and volunteers to meet those needs. Unfortunately,
due to the pandemic, our physical space is closed, and we are busily developing online
curriculum to meet the need. Our first virtual class is scheduled for the end of September.
Our ELL classes utilize a paid instructor to teach a prescribed curriculum but also relies
heavily on individual access to the instructor. We are adding virtual classroom instruction but
the atmosphere is averse to a proper learning environment because basic English language
relies heavily on instructor interaction. We are also piloting a virtual class for this as well and
are testing it on a few of our learners, ready to go live on October 1 st.
Finally, in order to be cost-effective to our funders and to the community as a whole, we rely
heavily on volunteers to be one-to-one tutors and classroom aids. In order to meet need, it is
estimated that we would require a minimum of 160 to 170 active volunteers, a 20% increase
from our current 126. Managing, training (both in-person and virtually) and vetting this many
volunteers is a herculean effort stretching our already thin resources. Many of our volunteer
are older and have little technological training forcing us to develop curriculum just for them
as well.
Overall, we will serve 165 individuals in one-to-one tutoring, 25-30 in our ELL classes, 28
adults and 35 children in Family Literacy based on current projections. We anticipate that the
year will start slowly due to the pandemic, but the need will drive up numbers once it is safer
to gather in larger groups.
c) For existing programs: How many people were served during the last
program year? How many were from Oshkosh?
Currently, WALC has touched 157 adult learners in our one-to-one tutoring services. 15
individuals are currently in our ELL-1 program and 12 are in our ELL-2 program. Family
Literacy is now serving 28 mothers and 35 children. Finally, we have 126 active volunteers.
3. New or Existing Program
a) Is your proposal for an existing program or a new/changed program?
Our proposal is for existing programs as well as the needs associated with changing our
learning module to a mostly virtual platform.
b) If existing, what measurable impact has the program achieved to date?
Our 2019 outcome data for adult learners show 82% have demonstrated improvement in
literacy skills and 86% report increased confidence overall. Our transition in June 2018 to
learner-centered services, measuring how the learner perceives improvements in their daily
living is the most relevant tool in assessing our program effectiveness. We ask learners to
complete the “I Can” self-assessment survey.
Additionally, while not officially measured as part of this application, our individual satisfaction
among both learners and volunteers has improved significantly due to the learner-centered
planning we implemented in June 2018. There is less turnover in volunteers and learners due
to working on what they want verses a book-based curriculum.
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c) If new/changed, what best practices have informed your strategies?
Since focusing on learner-centered services beginning in June 2018, we have taken a holistic
approach to teaching the learner and concentrate on individual goals. This change has also
focused the teaching direction of our tutors and instructors which has had a profound effect
on many areas. Due to the person-centered focus, much more work has occurred on the front
end of services regarding personalized assessments of strengths and needs. The Director of
Education now creates a person-centered plan involving the learner and their tutor or
instructor. This individualized approach is more time consuming, but the end result is a much
more targeted learning, and teaching experience. Learner and tutor turnover are greatly
reduced because there are now specific goals to work towards rather than global textbook
prescribed methods. The learner and tutor/instructors have a refined and specific focus
resulting in increased satisfaction, bonding, and investment by both parties in each other. We
suspect this approach has partially contributed to our increased enrollment as word spreads
amongst the immigrant and refugee populations about our new focus and their individual
happiness.
The largest change in this proposal is surrounding the new expenditures and equipment
needed to transition to a virtual model of providing services, especially for the near future.
4. Project Outcomes
a) If this is a continuing activity, describe a measurable outcome of your
previous year's project whether or not it was funded with CDBG funds.
Outcome 2017 Target 2017 Actual 2018 Target 2018 Actual 2019 Target 2019 Actual
Increased
Skills
60% 73% 75% 77% 80% 82%
Increased
Confidence
75% 70% 70% 73% 77% 86%
b) Describe two anticipated measurable outcomes for your proposed
project/program.
Outcome #1: 82% of adult learners receiving one-to-one, ELL and Family Literacy services
will increase literacy proficiency as measured in assessments and tutor or instructor reports.
Outcome #2: 86% of adult learners receiving one-to-one, ELL and Family Literacy services
will increase personal confidence in their ability to apply learned skills in everyday life as
evidenced by self-disclosure and “I Can” survey checklist.
c) Provide numeric statistics related to program beneficiaries served over the past
three years. Use “P” for persons, “H” for households.
Using our software for data tracking, these are the active participants in the following
programs:
2019 2018 2017
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One-to One tutoring: 157 P 142 P 75 P
ELL Classes (1 & 2): 27 P 9 P 0 (BGCO project)
Family Literacy: 63 P 28 P 0 (BGCO project)
Additionally, our learners are categorized in the following learning groups:
2019 2018 2017
ELI: 392 P 68 P 75 P
LI: 112 P 80 P 0 P
MI: 19 P 16 P 0 P
Non LMI: 0 P 0 P 0 P
YEAR AMOUNT OF CDBG
AWARDED
# SERVED WITH
CDBG FUNDS
TOTAL # SERVED
FOR THIS PROJECT
2019 $9,000.00 247 247
2018 $10,000.00 179 179
2017 $10,000.00 75 75
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5. Describe the agency's auditing and fiscal controls
a) Briefly describe your agency's fiscal oversight / internal controls to minimize
opportunities for fraud, waste and mismanagement.
Separation of duties:
1. The Executive Director (ED) is responsible for authorizing payments and
disbursing funds.
2. The bookkeeping firm prepares checks, reconciles bank statements, reviews
debit card statements and ensures every expense is matched to a receipt or
appropriate documentation of expense.
3. The ED makes a copy of all checks deposited and provides bank deposit slips
and copies to the bookkeeping firm for reconciliation. All reconciliations are
provided to the WALC Board for review monthly.
4. All cash proceeds from special fundraising events are counted in dual control
and proceeds are documented and provided to the bookkeeping firm for
appropriate general ledger classification.
5. All check expenditures over $500.00 require two signatures.
Governance Policies:
1. Record retention policies ensure documentation is maintained appropriately.
2. Professional conduct policies and Whistleblower policies are reviewed and
updated annually, with signed acknowledgement from all staff.
3. ED performance is evaluated by the Board of Directors Executive Committee
against specific measurable goals which include fiscal responsibility, grant and
funding development, and program outcomes.
Board of Directors oversite:
1. The WALC Board is provided detailed monthly reports prepared by an external
bookkeeping firm documenting current income statements, balance sheets,
cash flows and other relevant financial results. These reports are reviewed in
advance and a scheduled time during each monthly Board meeting is set aside
for questions and dialogue to ensure understanding and provide for credible
challenge.
2. The Board reviews the annual Year End Financial Report prepared by our
Certified Public Accountant.
3. The Board reviews and approves the annual operating budget, including all
proposed salary and benefit increases.
4. The Board engages in strategic planning and decision making to provide
oversight of program outcomes and ensure fiscal responsibility for future needs.
b) How does your agency plan to segregate CDBG funds from other agency
funds for purposes of identification, tracking, reporting and audit.
CDBG grant funds are not provided to the WALC in one lump sum. Two or four times per
grant year the WALC will prepare an itemized invoice of expenditures associated to the
project and will submit the invoice to the CDBG administrator for reimbursement of the prior
term’s expenses. Only specific, predetermined expenses will be considered for
reimbursement. WALC invoices and all supporting evidence of expenditure will be maintained
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in a segregated file and available for audit and review. All incoming reimbursements will be
applied to the outstanding invoice when received.
6. Contingency Plan
If your grant request is not fully funded, what adjustments are you prepared to
make?
WALC is constantly exploring new sources of revenue and will continue to do so. If
reductions in services must occur, we would be required to establish a waiting list for services
for our one-to-one tutoring program and ELL classes delaying the strengthening of the
community and continuing the cycle of poverty for some. We view the Family Literacy classes
as hyper-critical since work with children is involved. Many studies have shown further
delaying the learning of children leads to significant societal decline as adults.
Finally, we will appeal to the public for further assistance if we are unable to make further
cost reductions.
7. Project Budget
a) Briefly explain project revenues and expenses related to this proposal. This
should match with the Budget Overview sheet.
WALC experienced uncharacteristic growth and demand for services in 2019. With this
growth, and our pledge to not initiate waiting lists for services, our need for program
expansion, and volunteer recruitment and retention has never been stronger. Our successful
efforts increasing our community awareness have to be met with the ability to provide the
services we offer. In 2020, we are faced with changing our traditional in-person teaching
model to one that is virtually based. Development of new teaching methodologies and
volunteer training will be the focus to continue our positive trend in making the community a
better place for all.
The request for $11,000 will offset costs associated with recruitment, retention and
technological training of additional volunteers, increasing our part-time instructor hours to
facilitate virtual classrooms in ELL and Family Literacy and allow our Education Coordinator
to continue to focus resources to person-centered planning. We hope to increase our
availability of technical resources so that we can connect all who wish to learn.
b) Be specific about how CDBG dollars would be spent.
The largest use of funds, $8,531 would be utilized for our Education Director to put together
person-centered plans for all participants and supervise new virtual learning classes for
effectiveness. $500 would be utilized for leasing space in the community, hopefully through
an honorarium to a community church. $1,069 would be utilized for the Volunteer and
Engagement Director to recruit and train new and current volunteers. Finally, $900 would be
used for bookkeeping to ensure consistent use of funds as stipulated in the contract terms.
DocuSign Envelope ID: 7CB1F98D-F003-4F63-B745-2C8B5A3C1D10
9
8. PLEASE COMPLETE THE ATTACHED BUDGET OVERVIEW AND SUBMIT WITH
YOUR APPLICATION
IF INCOME AND EXPENSES DO NOT EQUAL, PLEASE EXPLAIN.
DocuSign Envelope ID: 7CB1F98D-F003-4F63-B745-2C8B5A3C1D10
10
2020 BUDGET OVERVIEW / INCOME AND EXPENSES
ORGANIZATION NAME:__Winnebago Area Literacy Council______________________
REVENUE SOURCE PROJECTIONS (please check your addition)
2020 Estimated
Agency Revenue
Estimated
Funding for this
Project/Program
CDBG Funding 11,000 11,000
Other Federal Funding 0 0
State Funding 36,187 0
County Funding 0 0
Foundation Funding 128,000 94,800
United Way Funding 37,500 0
Donations 16,000 11,200
Fundraising events 23,300 16,000
Investment revenue 145 88
In Kind donation 10,000 7,000
TOTAL REVENUES $262,132 $140,088
EXPENSES (please check your addition)
Prior Year Budget
2019
Current Budget
2020
Project/Program
Budget
(PROPOSED)
Salaries/Benefits 206,158 212,343 115,704
Occupancy 13,000 10,000 7,000
Professional Fees/
Contracted Services
5,000 5,787 3,090
Program/Office Materials 5750 5750 3,071
Marketing/Printing 750 550 129
Professional Development 5000 500 114
Insurance 2800 2200 1,175
Supplies/Materials 5122 5200 5,200
Other - postage 300 150 78
Other - travel 300 250 137
Other - telecommunications 780 1178 629
Other – software subscriptions 1200 600 320
Other – Equipment rental 1400 1878 1,003
Other – Affiliating Dues 750 625 334
Other – Events expense 2580 3940 2,104
Road to work program 300 300 0
Reader’s Cafe 21250 10881 0
TOTAL EXPENSES $272,440 $262,132 $140,088
DocuSign Envelope ID: 7CB1F98D-F003-4F63-B745-2C8B5A3C1D10