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Community WorkshopAn Overview of the NELCDC’s Budget, Programs & Services
Staff Introductions
▪ Monique Coleman, Executive Director
▪ Lewis Vega, Program Manager
▪ Camille McCoy, Administrative Assistant
▪ Erin Rea, Executive Assistant to the Executive Director
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OVERVIEW
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2017 – 2018 Fiscal Year
BUDGET
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NELCDC 2017 5
FY 2017-18 Revised/Proposed NELCDC Budget - Section 380 Grant from City of Lubbock
Black=Ch 380 City Grant Budget Proposed
Blue=Discretionary Budget FY 17-18
Sec 380 Budget $ 354,900.00 Initial Budget
INCOME $ 63,300.00 Fin Lit Youth Prog REMOVED
4001Section 380 City of Lubbock 334,600.00 $ 43,000.00 Land Acquisition Reserves
4002Community Champion Awards Banquet - $ 334,600.00 Revised Ch 380 Budget
4003e-Newsletter Advertisement -
4004Board Member Donations -
4005King's Dominion Lot Sales 20,776.00
4006CHDO (HOME Funds) Reimbursement 223,786.00
4007BBVA Housing Counseling Grant 10,000.00
4008CDBG Other Infrastructure Dev -
4009LEDA Grant Infrastructure Dev -
4011Housing Counseling Grant (HUD) -
4012Other Grant 1 -
4013Other Grant 2 -
4100Interest Income -
4101Scholarships and Refunds (Other) -
TOTAL INCOME 589,162.00
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▪ If NELCDC removes the proposed Operations Manager Position (and adds funds for land acquisition) the total aggregate income would be $589,162. Without disbursing staff over programs, the CDC’s admin costs would be 31%.
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▪ Below is a breakdown of all current NELCDC staff positions and how we disburse over all current programs. (Percentages Chart)
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▪ Below is a breakdown of all current NELCDC staff positions and how we disburse over all current programs. (Program Budgeting Chart)
▪ With Program Budgeting – General Admin Cost is 10% of the overall budget.
NELCDC Provides the community with:
▪ Direct Services
▪ Social Services
▪ Leveraged Resources and Development
▪ Economic and Community Development
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NELCDC Staff
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Executive Director
Program Manager
Administrative Assistant
Part-Time Employee
NELCDC Programs
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NELCDC ProgramsOverview
▪ Adopt-a-Spot
▪ King’s Dominion
▪ Housing Counseling
▪ Volunteer Program
▪ Referral Partners
▪ Fundraising
▪ General Administration
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NELCDC Programs
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Prior to 2015 Today
NELCDC Programs
NELCDC Programs
The number of programs the NELCDC facilitates has increased more than 3 times over the last 2 years
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What are direct services?Program or service that gives direct benefit to the client being served
Direct Services- Adopt-a-Spot
Lewis Vega, NELCDC Program ManagerMonique Coleman, NELCDC Executive Director
- King’s DominionMonique Coleman, NELCDC Executive Director
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These programs directly add money to the tax base
ADOPT-A-SPOTClient: existing homeowners
▪ WHO – Program Manager, Executive Director, all NELCDC staff
▪ WHAT – rehabilitation of existing housing stock
▪ WHEN – annually, created 2015
▪ WHERE – NELCDC target area
▪ WHY – reinvestment and preservation of the community’s existing housing stock
▪ HOW – 6 step process
2017 Adopt-a-Spot is currently in Phase 3
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ADOPT-A-SPOT – 6 step process
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1. Research & Selection
2. Community Engagement
3. Housing Selection
4. Community Cleanup(s)
5. Housing Rehabilitation
6. Evaluation & Sustainability
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Adopt-a-SpotPerformance Measures - FY 2017 -2018
▪ 1 new project
FY 17-18 Program Cost
▪ 33% of Program Manager’s Salary
▪ 20% of Administrative Assistant’s Salary
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KING’S DOMINIONClient: homebuyers
▪ WHO – Executive Director
▪ WHAT – development in NELCDC target area
▪ WHEN – began May 2017
▪ WHERE – east Lubbock
▪ WHY – new development, increasing owner-occupied housing stock
▪ HOW – Public/Private Partnerships, federal funds, marketing, housing counseling
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King’s Dominion HomeownerSarah Garcia
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King’s DominionPerformance Measures - FY 2017 -2018
▪ 4 newly constructed homes
FY 17-18 Program Cost
▪ 25% of Executive Director’s Salary
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Social Services- Housing Counseling
Lewis Vega, NELCDC Program Manager
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HOUSING COUNSELING Client: first-time homebuyers and existing homebuyers
▪ WHO – Program Manager and Administrative Assistant
▪ WHAT – FREE credit counseling and financial education
▪ WHEN – daily (1-on-1) and monthly (workshops)
▪ WHERE – NELCDC target area, Lubbock and entire West Texas region
▪ WHY – create homeowners, education, create mortgage-ready clients, facilitate home equity loans
▪ HOW – face-to-face counseling and classes, remote counseling, marketing and outreach, partnerships
– Federal Reserve Bank of Dallas
▪ Building Wealth book
– NELCDC’s Housing Counseling Marketing Plan
– NELCDC’s Employer Outreach Initiative
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HOUSING COUNSELING overview of NELCDC’s housing counseling program
▪ The NELCDC is a HUD-certified housing counseling agency
▪ The NELCDC is the only HUD-certified housing counseling agency in West Texas that offers its services free to the community
▪ All full-time NELCDC staff are NeighborWorks Center for Homeownership Education and Counseling (NCHEC)-certified housing counselors
▪ The NELCDC is a proud adopter of the National Industry Standards for Homeownership Education and Counseling
▪ NELCDC currently has partnerships with banks, credit unions, mortgage companies, realtors, insurance companies, and legal service providers
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NELCDCLubbock Bank A
Lubbock Bank B
Lubbock Bank C
Lubbock Nonprofit
A
Lubbock Nonprofit
B
Midland Nonprofit
Odessa Nonprofit
Amarillo Nonprofit
HUD-certified Housing
Counseling Agency
NCHEC-certified housing
counselors
Certified in counseling & education
Certified in education
National Industry Standards Adopters
Free workshops or credit
counseling
Must be an account holder
Homeownership Education
Credit Counseling
Must be an account holder
Bank Referral Partners
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NELCDC Housing Counseling ClientTasha Harris
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Housing CounselingPerformance Measures - FY 2017 -2018
▪ 60 one-on-one clients served
▪ 50 remote clients served
▪ 150 households served (workshops)
FY 17-18 Program Cost
▪ 34% of Program Manager’s Salary
▪ 20% of Administrative Assistant’s Salary
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Leveraged Resources & Development- Volunteer Program
Erin Rea, NELCDC Part-Time Employee
- Referral PartnersLewis Vega, NELCDC Program Manager
- FundraisingMonique Coleman, NELCDC Executive Director
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VOLUNTEER PROGRAMClient: community and volunteers▪ WHO – Part-Time Employee and all NELCDC staff
▪ WHAT – promotion of NELCDC programs and services and recruiting volunteers for all NELCDC programs
– The NELCDC currently has over 100 volunteers that have volunteered for NELCDC already, or signed up to volunteer for NELCDC in the future
▪ WHEN – ongoing
▪ WHERE – online, Volunteer Center of Lubbock, NELCDC target area, Lubbock
▪ WHY – leverage resources and raise awareness of NELCDC programs and services
– Volunteers are an invaluable resource that allow nonprofits to Do More with Less: greater impact with fewer resources
▪ HOW – marketing plan, social media, YouTube, Volunteer Center of Lubbock, NELCDC website, community outreach, flyers, brochures, newsletters, text messages
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NELCDC Adopt-a-Spot Volunteer
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Volunteer Program (& Marketing)Performance Measures - FY 2017 -2018
▪ 20 new volunteers (NELCDC Ambassadors)
FY 17-18 Program Cost
▪ 50% Part-Time Employee’s Salary
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REFERRAL PARTNERSClient: prospective homebuyers
▪ WHO – Program Manager
▪ WHAT – partnerships to facilitate homeownership
▪ WHEN – monthly and upon referral
▪ WHERE – NELCDC target area, Lubbock and the entire West Texas region
▪ WHY – leverage resources, foster trust, generate mortgage-ready clients
– On average, over 20% of homebuyer workshop attendees are unbanked
– NELCDC acts as a go-between for clients and banks helping to foster trust between clients and referral partner banks
▪ HOW – monthly homebuyer workshops, community outreach, luncheons
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Referral PartnersPerformance Measures - FY 2017 -2018
▪ 10 new, confirmed referral partners
FY 17-18 Program Cost
▪ 33% of Program Manager’s Salary
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FUNDRAISINGClient: community and NELCDC
▪ WHO – Executive Director, NELCDC Board of Directors, all NELCDC staff
▪ WHAT – Community Champion Awards Luncheon, grants, community events, donors, volunteers
▪ WHEN – annual and ongoing
▪ WHERE – Lubbock
▪ WHY – community reinvestment and general operating funds
▪ HOW – Public/Private Partnerships
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Fundraising
▪ 20% of Executive Director’s Salary
FY 17-18 Program Cost
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Community Development- NELCDC Administration
Monique Coleman, NELCDC Executive DirectorCamille McCoy, NELCDC Administrative AssistantErin Rea, Executive Asst. to the Executive Director
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NELCDC ADMINISTRATIONClient: community and NELCDC staff
▪ WHO – Executive Director and Administrative Assistant
▪ WHAT – general business administration
– standard operating procedures
– financial policies & procedures
– Quality Control Plan
– Housing Counseling Marketing Plan
– Housing Counseling Work Plan
– board management, bylaws
▪ WHEN – daily
▪ WHERE – NELCDC office (Lubbock Housing Authority)
▪ WHY – accountability, productivity, capacity building, effectiveness
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NELCDC ADMINISTRATIONClient: community and NELCDC staff
▪ HOW – weekly meetings, standard operating procedures, communication infrastructure
– NELCDC website
– cross-training staff
– Outlook
– Legal Aid and VCOL referrals
– NELCDC client testimonial videos
– Remote financial education
▪ via ED Puzzle and Federal Reserve Bank of Dallas’ Building Wealth book
– EZ Texting
– Constant Contact
– social media
– NELCDC pre-paid phone
▪ weekend activities and social media
– project management software
▪ makes team more efficient
▪ holds staff accountable to each other
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NELCDC General Administration
▪ 35% of Executive Director’s Salary
▪ 60% of Administrative Assistant’s Salary
▪ 50% of the Part-time Employee’s Salary
FY 17-18 Program Cost
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THANK YOU FOR COMING
Questions?
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North & East Lubbock Community Development CorporationP.O. Box 3893
Lubbock, TX 79452P: (806) 747-5937 F: (806) 747-5934
