HomeMy WebLinkAboutCompleted Application1
American Rescue Plan Act (ARPA)
Funding Application
Non-Profit, Community Groups, and Neighborhood Associations
Application must be completed in full to be considered.
Submit complete application & budget sheet electronically to citymgr@ci.oshkosh.wi.us -or-
Mail - City Managers Office, 215 Church Ave – PO Box 1130, Oshkosh WI 54903-1130 -or-
Place in City Hall Dropbox
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
PHONE:
1.Name of Project/Program:
2.Organization Name: Covey, Inc.
3.Address:
4.Primary Contact Person: Pam Schutz
5.Title: CEO
6.E-mail pschutz@covey.org
7.If applicable: Federal Tax Identification Number:
8.If applicable: DUNS number:
Provide Mission Statement/Purpose:
PROPOSAL OVERVIEW – must match Budget Overview sheet
Funds Requested Total Project Cost Annual Organizational Budget
$ $ $
Sustainable Synergy: Energy Efficiency for Nonprofit Success
2200 Algoma Blvd., Oshkosh, WI
(920) 292-1125
39-6026845
Covey has proudly served Oshkosh for 70 years, pioneering innovative programs and services for
individuals with intellectual and developmental disabilities (I/DD) and their families. Our vision is to
cultivate a world that embraces individuals with disabilities for who they are, while our mission is to
create opportunities that foster personal growth. This ethos extends beyond our participants to
encompass their families, our staff, and the broader community.
75,000 115,537.00 2,352,401.00
Project Title: Sustainable Synergy: Energy Efficiency for Non-Profit Success
Covey’s Respite House in Oshkosh, established in 1994, has provided invaluable support to hundreds of families caring for loved ones with Intellectual/Developmental Disabilities (I/DD), offering tens of thousands of hours of respite care. Annually, we provide over 50,000 hours of respite care to approximately 60 families, around half of whom are from Oshkosh. This facility stands as a testament to our commitment to providing the resources needed for these families, enabling them to fully participate in their community and enhancing the quality of life for individuals with I/DD. Many of our families have expressed that without this resource, their loved one would no longer be able to live at home and could potentially face institutionalization. Covey’s Respite House serves as a dependable resource for these families, particularly as other care options continue to shrink.
Respite care empowers family caregivers to prioritize their loved one's needs while managing other responsibilities. It sustains their employment, relationships, and personal well-being, preventing declines in physical and mental health and feelings of isolation. Without respite, their loved ones also face increased health risks and potential abuse. Respite House attendees enjoy pursuing interests, community engagement, and building friendships.
The population we serve was profoundly impacted by the COVID-19 pandemic. Our participants are identified as being at high risk for serious illness or death should they contract COVID-19. To ensure the safety and well-being of our participants during this very challenging time, we felt it prudent to suspend services during the worst of the outbreak, limiting the support we were able
to provide for the families we serve. Additionally, COVID-19 exacerbated the existing caregiver
crisis, making it a greater challenge to hire and retain qualified caregiving staff. This resulted in a reduction in services once we were able to reopen. Covey’s program is the only one of its kind in Oshkosh, so alternatives to our services were not available.
Critical to Respite House operations is the provision of a safe, comfortable, and homelike environment. To uphold this standard, ongoing maintenance and repairs are imperative. The original builders of the structure wisely utilized high-quality, long-lasting materials. After 30 years, roof, window, patio door, and hot water heater replacement are vital to the ongoing
operations of the Respite House. Our sustainable synergy project involves using energy star
certified products to replace the existing roof, patio doors, windows, and hot water heater.
Nonprofits must adeptly manage all available resources, including financial assets and physical surroundings. Enhancing aging building systems with high-quality, energy-efficient products ensures long-term sustainability. The savings from decreased maintenance, fewer replacements,
and lower energy expenses can be reinvested in advancing the organization's mission. Covey
projects a 10% to 25% reduction in annual energy costs for the facility, translating to savings of
Project Title: Sustainable Synergy: Energy Efficiency for Non-Profit Success
$19,000 to $47,000 over the products' expected 30-year lifespan, according to Energy Star estimates.
Those we serve were not only negatively impacted by the COVID-19 pandemic, but Covey also
suffered financially as a result. While we utilized resources such as PPP loans, we have yet to fully recover from the lasting financial impact. Funding for these facility improvements will greatly contribute to Covey’s ongoing fiscal sustainability.
Covey, governed by a Board of Directors, appoints a Finance Committee responsible for fiscal
oversight, reporting directly to the board. Expenditures undergo thorough review and require
approval from two individuals for any amount exceeding $5,000. Checks are prepared by the CFO and signed by the CEO. Annual financial audits, conducted by an independent auditor chosen by the Finance Committee, scrutinize Covey's financial records, with findings presented
to the Board of Directors. Our financial management system employs computer software
enabling meticulous tracking of all organizational expenses and income, with each item
categorized by project for streamlined reporting across the organization.
Covey respectfully requests that the City of Oshkosh consider a grant in the amount of $75000.00 toward this project. Covey is pursuing funding for the project through additional
grant applications to various foundations, seeking in-kind support from selected vendors, and
exploring collaboration with Rebuilding Together Fox Valley. If we don't meet our goal, we'll
likely scale back the project's scope and/or complete it in phases, being sure ARPA funds are expended by 12/31/24 during phase one. Thank you for your consideration.
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BUDGET OVERVIEW / INCOME AND EXPENSES ORGANIZATION
NAME: _Covey___________________________________________________
REVENUE SOURCE PROJECTIONS
Estimated
Funding for this Project/Program
Proposed ARPA Funding
Other Government Grants - list :
OACF Funding
OAUW Funding
Donations/Other Fundraising
Internal/Self-Funding
Other – list:
TOTAL REVENUES $
EXPENSES
REGULAR OPERATING
EXPENSES
Project/Program
Budget
(PROPOSED)
Salaries/Benefits
Occupancy
Professional Fees/
Contracted Services
Program/Office Materials
Marketing/Printing
Professional Development
Supplies/Materials
Other – list:
Other – list:
Other – list:
COVID RELATED EXPENSES
(please identify)
Other
TOTAL EXPENSES $
NOTE: Revenues and Expenses must balance
$75,000.00
$ -0-
$ -0-
$ 8,037.00
$ 5000.00
$25,000.00
$ -0-
Walter Alexander FoundationDudley Foundation $ 2500.00
$115,537.00
$ -0-$ -0-
Roof--Labor and Materials $40,126.00
Patio Doors--Labor/Materials $24,386.00
Windows--Labor/Materials $41,468.00
Other – list:Water Heater Labor/Materials $ 9,557.00
$ -0-
$ -0-$ -0-
$ -0-
$ -0-
115,537.00
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THE APPLICATION CERTIFIES TO THE BEST OF ITS KNOWLEDGE:
1.The information submitted to the city of Oshkosh (“City“) in this application, and
substantially in connection with this application, is true and correct.
2.The applicant is in compliance with applicable laws, regulations, ordinances and
orders applicable to it that could have an adverse material impact on the project.
Adverse material impact includes lawsuits, criminal or civil actions, bankruptcy
proceedings, regulatory action by a governmental entity or inadequate capital to
complete the project.
3.The applicant is not in default under the terms and conditions of any grant or loan
agreements, leases or financing arrangements with its other creditors that could have
an adverse material impact on the project.
4.The applicant has to close, and will continue to disclose, any occurrence or event that
could have an adverse material impact on the project.
THE APPLICANT UNDERSTANDS:
1.This application and other materials submitted to the City may constitute public
records subject to disclosure under Wisconsin’s Public Records Law. The applicant
may mark documents “confidential” if the documents contain sensitive information.
2.Submitting false or misleading information in connection with an application may result
in the applicant being found ineligible for financial assistance under the funding
program, and the applicant or its representative may be subject to civil and/or criminal
prosecution.
YES NO (circle one) I certify that the requested funding is needed to ensure this project will
happen in the City of Oshkosh.
Signature Date
Authorized representative of Applicant/Organization
PRINTED NAME:
TITLE OF APPLICANT:
ORGANIZATION NAME:
02/29/2024
Pam Schutz
CEO
Covey