Sample Business Proposals HHS Federal Government Grant Proposal

HHS Federal Government Grant Proposal

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The US Department of Health and Human Services Federal Government Grant Proposal is an example of a proposal using Proposal Pack to respond to a government RFP.

This is a good example to follow for any business or individual applying for government grants.

Length of Sample: 83 Pages

There are hundreds of templates to choose from in each Proposal Pack. This sample uses the following subset of Proposal Pack templates: Table of Contents, Executive Summary, Abstract, Cost Summary, Needs Assessment, Opportunities, Competitive Analysis, Industry Trends, Market and Audience, Clients Served, Expected Results, Benefits, Project Methods, Activities, Sales Plan, Production Schedule, Project Management, Marketing Plan, Promotion, Community, Coordination, Responsibilities, Assumptions, Risk Analysis, Contingency Planning, Evaluation, Documentation Requirements, Budget Information, Price List, Resources, Memorandum of Understanding, Project Summary, Company History, Services Provided, Products, Certifications, Geographic Information, Company Operations, Strategic Position, Financial Information, Balance Sheet, Profit and Loss Statement, Cash Flow Analysis, Sources of Funds, Uses of Funds, Distribution, Constituency, Personnel, Legal Eligibility, Tax Status, Legal Structure, Board of Directors, Resume, Board Resolution, Contact Letter, Support Letter, Report, Worksheet, Supplied Form

There are 105 complete sample proposals (including this one) in each Proposal Pack. The following related samples are also included in each Proposal Pack:

• DOE Federal Government Grant Proposal
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• DOJ Federal Government Grant Proposal
• DOJ Federal Government Grant Proposal #2
• EPA Federal Government Grant Proposal
• EPA Federal Government Grant Proposal #2
• HHS Federal Government Grant Proposal #2
• USDA Federal Government Grant Proposal

This sample illustrates how to write the following types of proposals:

• Non-technical proposal
• Service sales proposal
• Project pitch proposal
• RFP response
• Federal government grant proposal

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The US Department of Health and Human Services Federal Government Grant Proposal is an example of a proposal using Proposal Pack to respond to a government RFP. This is an example of an ACF / OCS Community Economic Development Awards Grant proposal.

This is a good example to follow for any business or individual applying for government grants.

Companies and individuals responding to government grant RFPs.

Sample proposals are completed proposals you can use as a guide when writing your own unique business proposal. Samples illustrate how a collection of templates from one Proposal Pack design was assembled together into a framework and the details filled in to complete the proposal. Sample proposals are for illustration purposes intended only to show you how to assemble and layout a proposal. Samples are not intended to be copied as-is and they do not contain all of the information found in the Proposal Pack template collections.

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non-technical service project pitch company department RFP RFQ response federal government grant funding HHS sample example business proposal FEDERAL ASSISTANCE DATES Applicant Identifier TYPE SUBMISSION Pre application DATE STATE State Application Identifier DATE RECEIVED FEDERAL AGENCY Federal Identifier Non Construction APPLICANT INFORMATION LOCAL DEVELOPMENT CORPORATION Unit Development Office West 30th Street Indianapolis Indiana John Smith Director TYPEOFAPPUCANT Nonprofit Corporation TYPE APPLICATION NEW E3U NAME FEDERAI AGENCY DHHS ACF OCS CATALOG Isqft ESTIMATED FUNDING Federal Applicant Sta1e Local Other Program Income Total ATTACHED ASSURANCES STANCE AWARDED John Smith Director Budget Information BUDGET INFORMATION Non Construction Programs Section BUDGET SUMMARY Estimated Unobligated Funds New Revised Budget Grant Program Function Activity Catalog Federal Domestic Assistance Number Federal Non Federal Federal Non Federal Total CSBG Grant Totals SECTION BUDGET CATEGORIES GRANT PROGRAM FUNCTION ACTIVITY Object Class Categories Federal FY00 State Match Total Personnel Fringe Benefits Travel Equipment Supplies Contractual Construction Other Total Direct Charges sum Indirect Charges Totals sum and Program Income Standard Form 424A Prescribed OMB Circular Table Contents Form Budget Narrative Budget Justification Project Abstract Project Narrative Summary Executive Summary Legal Eligibility Confirmation Need for Assistance Criterion Needs Assessment Vital Community Need Constituency Description Target Population Organizational Profiles Responsibilities Criterion Company History Personnel Resources Responsibilities Project Approach Business Plan Criterion III Company Operations The Business Industry Trends Products Services Provided Strategic Position Opportunities Potential Market and Audience Customers Competitive Analysis Clients Served Marketing Plan Sales Plan Price List Distribution Promotion Activities Tasks Difficulties and Risks Contingency Planning Project Methods Operations Plan Project Management Plan Schedule Overall Production Schedule Critical Risks Assumptions Benefits Community Financial Information Profit and Loss Statement Cash Flow Analysis Balance Sheet Sources Funds Uses Funds Results Benefits Expected Criterion Expected Results Community Empowerment Cost Summary Opportunities Career Development Public Private Partnerships Criterion Resource Mobilization Integration Coordination Services Project Evaluation Criterion Evaluation Documentation Requirements Report Formatting Budget and Budget Justification Criterion VII Assurances and Certifications Certifications Proof Non Profit Tax Status Legal Structure Appendices Board Directors Board Resolution Coordination Service Agreement MoU Audit Report Board Resolutions Support Letters Evaluator Resume Memorandum Understanding Geographic Information Map Area Letter from Supreme Environmental Service Company Narrative Budget Justification The Local Development Corporation seeks OCS grant part cost for developing the Happy Park Retail Center and for travel OCS meetings The funds will cover the construction square foot project The remaining funds needed complete the project are provided the Local Support Corporation LSC loans Capital Loan and loan from another lender plus equity contributions from project owners. The Happy Park Retail Center will owned the Local Development Corporation and will partner with other retailers manage the project The Center will become attractive asset declining neighborhood will also offer retail services and jobs low income residents. The OCS requires that applicants include travel costs their request for funding The President and Evaluator the project plan attend two day meetings held Washington after the grant award addition the President will travel annual meetings during the period the grant The summary below details the travel costs. Travel for John Smith President Two trips Washington roundtrip airfare per trip one trip after the award the grant and one trip after two project. Three days Washington allowance per day hotel cost per day and food allowance per day. Total Two trips Washington per roundtrip airfare per trip Three days Washington per day Total Abstract The Local Development Corporation plans offer square feet affordable retail space new building which will developed its local partners collaborative effort renew declining neighborhood anticipated that the space will leased businesses offering create new jobs for low income residents. Grant funds will used for construction hard costs develop and lease new retail building that will owned Local Development Corporation and John Jones successful business owner and neighborhood property owner Please see Attachment for Memorandum Understanding between LDC and Sam Thomas This project will create new permanent full time jobs least the jobs created this project will targeted for low income neighborhood residents LDC will seek insure that area residents who are TANF recipients low income residents including displaced workers risk teenagers custodial and non custodial parents particularly those children receiving TANF assistance individuals residing public housing individuals who are homeless and individuals with development disabilities are the primary beneficiaries project employment and career development opportunities Construction the building for the neighborhood retail center expected begin September and completed March Construction for the tenant build out tenant improvements will done accordance with lease agreements expected that all construction will completed space leased and jobs filled December. SUMMARY The Local Local Development Corporation LDC CDC Indianapolis Indiana seeking grant from the Office Community Services OCS Community Economic Development Program under Priority Area Incremental Development Projects IDP Incorporated the mission LDC promote economic and physical development within the Local UNWA part this mission LDC undertaking the development the Happy Park Retail Center structure that will leased provide neighborhood retail services and employment opportunities This project creates permanent full time jobs for low income residents and will serve important catalyst for future retail development Martin Luther King MLK Street primary neighborhood artery that has experienced significant disinvestment. The Local economically distressed area with high unemployment and poverty The area designated Enterprise Community and local Urban Redevelopment Area UNWA composed five neighborhoods governed five neighborhood associations Northwest Neighborhood Planning and Development Corporation Neighbors Helping Neighbors Northwest Way Civic Association Riverside Civil League and Crown Hill Neighborhood Association UNWA located the northwest side Indianapolis and extends from 16th Street the south 38th Street the north and from the White River the west Interstate and Meridian Street the east. UNWA includes residential neighborhoods that were platted before the turn the century Most the houses were constructed the early part the century The Indianapolis Central Canal which opened was once major source industrial residential and economic growth for the neighborhood and the city Some the city wealthiest residents lived the Golden Hill residential section the area UNWA became home several major businesses industrial locations well public and private facilities including the city first community center serve African American families and the nation largest children museum the UNWA like many the nation urban communities began experience blight and deterioration due economic disinvestment and residential decline. While historically the Local has been one Indianapolis most economically distressed areas now beginning attract significant development interest Due its close proximity the downtown business district central location access Interstate and availability large parcels vacant land the neighborhood experiencing substantial increase housing development increase area residents fueling demand for additional neighborhood retail services Presently the UNWA community has under representation retail services The Happy Retail Center will address this deficiency attracting new businesses provide retail services and jobs for low income area residents. LDC embodies consolidated community leadership and playing prominent role facilitating neighborhood redevelopment. Project Summary The Local Development Corporation community development corporation located Indianapolis Indiana seeks grant loan from the Office Community Services OCS FY0000 Community Economic Development Program under Priority Area Incremental Development Projects IDP Founded the mission the Local Development Corporation promote economic and physical development the northwest sector our region This effort aligned the mission and will provide opportunity for new structure arise declining areas local businesses expand and jobs provided low income individuals. The project creates full time permanent jobs for low income residents and will serve the catalyst for future retail establishments the area. The area economically depressed with high unemployment and residents who are living below the national poverty level The target area composed different neighborhoods governed independent neighborhood associations The Local Development Corporation located the center the neighborhoods. The area includes residential neighborhoods that were built the beginning the 20th century The Indianapolis Central Canal which started was once the key source industrial residential and economic growth typical story declining neighborhood once home some the city wealthiest residents now has great needs for revitalization. Recently the neighborhoods have been showing signs attracting development interest They are close the downtown area and busy Interstate and also located near available large parcels land The area also experiencing population growth All these factors are fueling the demand for more local retail services. Previously the Local Development Corporation focused its efforts development agenda which included the construction unit multi family development for low income seniors Jason House This work was done with the cooperation the local Baptist Church. Next worked develop unit market rate and affordable home ownership project called the River Edge This project represents the first mass production housing the area over years Our track record includes working with local partners develop and sell affordable homes with average sale price finishing market rate units Phase the River Edge for sale and growing the home owner buyer development program for low income families. Although have made solid progress have also experienced the frustrations that accompany slow economic growth and cultural changes over the years The community represents very important link downtown Indianapolis Its main street runs through the Indiana University campus and Purdue University campus. Our project emphasizes balanced financing plan ensuring that good portion the project construction hard cost comes from local sources that are committed the long term revitalization our area. Executive Summary The Local Development Corporation represents the combined community leadership and plays key role motivating neighborhood revitalization. The Objective The Local Development Corporation committed transforming the decaying and declining housing units boarded units and turning them into safe and sanitary homes The effort will focus home ownership for low and moderate income families. onstructing compatible fill housing where needed einvesting and developing area commercial and retail businesses revitalize the neighborhoods economic base. oordinate infrastructure improvements and plan development orderly manner and Grow participation local families order involve them the decision making processes that lead low term improvements that can maintained. The project offers employment career development business ownership and self sufficiency opportunities low income residents who also receive government subsidies The goal provide them with opportunities remove themselves for dependence government subsidies and become self sufficient. The proposed development located along busy commercial corridor that can turned into opportunity for economic growth for the neighborhood. Local Local Development Corporation Inc LDC non profit corporation For confirmation our non profit status please see Proof Non Profit Status Our Board Directors comprised residents business and civic leaders LDC principal purpose promote economic development and physical development the Local UNWA. This application for only one project and responds Priority Area Incremental Development Projects IDP. LDC requesting OCS grant for Happy Park Retail Center development and travel for required OCS meetings. Legal Eligibility The Local Development Corporation nonprofit corporation confirm this please view Proof Non Profit Status Our Board Directors made local residents business owners and civic leaders. This application only for one project and directly responds the Priority Area Incremental Development Projects IDP guidelines. Our request for OCS grant for the Happy Park Retail Center development and travel for required OCS meetings. Grant funds will used for construction hard costs develop and lease new square foot retail building that will owned locally. Needs Assessment Need for Assistance Criterion Vital Community Need The Northwest Area Indianapolis economically distressed area contains the usual characteristics such regions. High unemployment High level poverty with substantial number residents living below poverty level. Located near downtown with commercially viable sites that have been passed terms revitalization. Neighborhoods build the beginning the 20th century declining and ignored Large high school drop out rate when compared state High crime rate and Low use broadband and Internet Constituency The Local Development Corporation well respected Indianapolis organization trying serve one the cities most distressed neighborhoods However the community coalition this project will focus this target population. Characteristics Description Population According the Census persons lived the Northwest area The population had the following characteristics based the update and ESRI Business Information Analysis. Race the population was black white and Hispanic Median Income The median household income was while the comparable income for the City Indianapolis was and the nation. Household Income had incomes less than compared with for Indianapolis Unemployment the persons the civilian labor force were unemployed compared for the city and for the nation. Company History While historically the Local has been one Indianapolis most economically distressed areas now beginning attract significant development interest Due its close proximity the downtown business district central location access Interstate and availability large parcels vacant land the neighborhood experiencing substantial increase housing development increase area residents fueling demand for additional neighborhood retail services Presently the UNWA community has under representation retail services The Happy Retail Center will address this deficiency attracting new businesses provide retail services and jobs for low income area residents. LDC embodies consolidated community leadership and playing prominent role facilitating neighborhood redevelopment LDC committed. Transform the abundance vacant and boarded housing units into safe and sanitary homes concentrating this effort toward homeownership for low and moderate income persons. Construct compatible infill housing where needed Reinvest and develop area commercial and retail ventures reinvigorate the neighborhood economic base. Coordinate infrastructure upgrades and overall development orderly manner and Involve the neighborhood organizations the process that long term commitment maintained. While LDC has made significant strides developing housing for low and moderate income persons the UNWA community has over the years experienced series all too common cultural changes and economic chain reactions that resulted massive business disinvestment The community sees Martin Luther King Street very important corridor the commercial revitalization the Local MLK street runs thru the middle the neighborhood and into downtown Indianapolis and the Indiana University Purdue University Indianapolis campus The MLK corridor major connector giving those the northwest side Indianapolis access and from downtown and. The grant requested this application part the funds needed finance the development the Happy Park Retail Center which will located the block MLK Street will help establish the market appeal MLK Street attract more retail and small businesses that will provide additional retail services and jobs for low income residents. Personnel LDC has assembled experienced development team assist successfully implement the development the Happy Park Retail Center The project development team includes the following. developers LDC and James Hilltop Alberts Construction and Development Services Construction Manager James Hilltop Alberts Construction and Development Services Consultant Kenneth Jameson. Marketing Leasing Agent Alberts and Johnson Development and Management Company Property Manager Alberts and Johnson Development Management Company. Architect Living Architecture Inc The qualifications the development team follows LDC the past six years solely cooperation with its partners have mobilized over for neighborhood revitalization projects developed units low income and affordable housing and provided housing repair services for units which were occupied low income residents currently partnership develop two gas stations with convenience stores which are scheduled for opening late and early. James Hilltop Alberts Construction and Development Services Inc minority owned firm The firm has partners who are regarded being among Indianapolis most successful retail center developers The partners have many years experience commercial and residential real estate planning development design financing construction and property management Projects that have been completed the partners James Hilltop Alberts include office retail and residential developments Indianapolis inner city neighborhoods. Kenneth Jameson Consultant and Attorney who has worked for over years administrator and consultant for community development and employment training organizations also was the Executive Director the Madame Walker Urban Life Center and President Bos Community Development Corporation Indianapolis when they successfully completed several OCS funded projects. Alberts and Johnson Development and Management Company was founded and one Indianapolis most successful commercial real estate firms with experience urban retail center development construction leasing and management Also Alberts and Johnson has experience working with CDC having partnered with LDC the successful development the River Edge Project and members the firm are the Board Directors another prominent local CDC. Living Architecture broad based architectural interior design and planning firm with offices downtown Indianapolis David Franklin AIA formed the practice following years experience with engineering construction architectural and real estate firms From Franklin was architect with Melvin Simon and Associates now Simon Property Group the world largest owner and developer retail shopping centers There was responsible for conceptual planning for mixed use developments regional malls and community centers across the United States and Franklin worked construction monitor for the Simon organization story one million Newport Jersey City. Resources Staff Skills Resources and Responsibilities LDC has full time staff five consisting President Vice President for Finance and Administration Project Manager Community Development Specialist and Administrative Assistant The President Carl Longsman has been with LDC for four years and has served its President for over six years Longsman has Degree from the School Business Butler University Indianapolis Longsman former Deputy Administrator the Department Metropolitan Development for the City Indianapolis and has over years experience housing development Longsman will serve Project Director for the development the Happy Park Retail Center Karen George the Vice President for Finance Administration has four years experience Director Finance and Human Resources and she has extensive experience the administration not for profits Gibb Charleston the Program Manager has extensive experience zoning inspector and Rehabilitation Specialist for the City Indianapolis Please see Appendix for Longsman resume. LDC housed facility with adequate space computers and other office equipment successfully carry out the business plan for the Happy Park Retail Center conjunction with its development associates Twenty percent Longsman time will spent the project assure timely implementation and cost effective management the development The work plan Overall Schedule Page will used evaluate progress against the time and task milestones The progress will evaluated the Board directors monthly ensure project benchmarks are being achieved timely basis. Responsibilities The following are the responsibilities and duties the parties the project Completion the project requires the coordination and interaction the developers The major partners are. developers Local Development Corporation and James Construction Development Consultant Ken James Marketing Leasing Agent Development and Managing Company Property Manager Development and Managing Company Architect Johnson Jones Architects Inc The qualifications the development team are follows. Local Development Corporation the last six years the corporation has organized and processed for neighborhood revitalization projects developed units low income housing units for low income residents affordable housing and currently working develop two new commercial properties for the area. Construction and Development Services minority owned firm whose partners have been involved with number successful commercial developments Indianapolis over the last years They are experienced both commercial and residential development. Attorney Our attorney has served the area for the last years administrator consultant and community development advocate. Development and Managing Company Established one the area most successful commercial real estate firms with years experience focused urban redevelopment. Johnson Jones Architects Inc Forty years experience urban architects planning and designing major projects Indianapolis New York Los Angeles and Chicago. Company Operations During its early years LDC concentrated incremental housing rehabilitation strategy using Community Development Block Grant funding Beginning LDC participated more extensive and sophisticated projects including Eastside Equity Funds and VII two scattered site tax credit developments several CDC areas and the HOPE III homeownership initiative. continuing the organizations expansion its development agenda LDC completed unit multi family development for low income seniors Pilgrim Heritage Estates cooperation with Pilgrim Baptist Church partnered with Wynnwood Development develop Museum Park unit low income housing tax credit project LDC and Alberts and Johnson Development and Management Company began development unit market rate and affordable homeownership project the River Edge Riverside Park cooperation with range community partners including Methodist Hospital and Citizens Gas Coke Utility Company The River Edge project represents the first mass production housing the area over years and will provide much needed increase eroding tax LDC has also completed number homeownership projects which were sold low and moderate income families the past two years LDC solely cooperation with its partners accomplished the following. Developed and sold affordable homes average sales price Provided low income owner occupied homes with needed repairs Completed and sold market rate units Phase River Edge average sales price and. Continued their home buyer development program for low income persons While LDC has made significant strides developing housing for low and moderate income persons the UNWA community has over the years experienced series all too common cultural changes and economic chain reactions that resulted massive business disinvestment The community sees Martin Luther King Street very important corridor the commercial revitalization the Local MLK street runs thru the neighborhood and into downtown Indianapolis and the Indiana University Purdue University Indianapolis campus The MLK corridor major connector giving those the northwest side Indianapolis access and from downtown and. Industry Trends Description and Discussion Industry The industry retail real estate development and job creation low income neighborhoods undertaken Community Development Corporations CDC through creative partnerships This industry rapidly growing more CDC are being established and their capacity experience increases Private commercial developers who have concentrated their past efforts the suburbs and central business districts are now exploring development opportunities low income inner city neighborhoods Retailers restaurants service companies and small businesses are being attracted inner city locations with underserved markets CDC such LDC are playing key role helping identify mutual interests and working with various public and private partners revitalize areas economic disinvestment and urban decay. Products Description The product the Happy Park Retail Center commercial real estate development which includes retail space new building The project will owned and developed LDC qualified Indiana not for profit corporation LDC developing this project the block MLK Street Indianapolis Indiana. Services Provided The Happy Park Retail Center will attract more businesses the area that will employ low income neighborhood residents The project construction and leasing will substantially complement the housing and commercial development that being undertaken and planned for the neighborhood The project accessible from all directions will have adequate parking and located along major bus route. The goals for the Happy Park Retail Center are develop operate and maintain high quality attractive commercial building that will have longevity and offer needed neighborhood services and jobs. This project will provide employment career development business ownership and self sufficiency opportunities for low income residents who are TANF recipients low income residents including displaced workers risk teenagers custodial and non custodial parents particularly those children receiving TANF assistance individuals residing public housing individuals who are homeless and those with developmental disabilities Low income residents will assisted through the Coordination Services Agreement with Goodwill Industries established employment and training organization and the Indianapolis Prosecutor Office access jobs and pursue career advancement associated with their employment Entry level jobs will become starting points road self sufficiency and personal growth. Strategic Position Following evaluation Company strategic position the marketplace Describe your company strategic business position Showing your understanding the bigger picture the marketplace and your place will show lenders funders you have better chance success There are additional related templates you can include needed such Market and Audience Industry Trends Marketing Plan and Competitive Analysis. Market and Audience Describe the marketplace which you sell your products services Include the size the market and your share the market. Describe your customer base Market Approach Describe your company USP Unique Selling Proposition Indicate how you clearly describe the marketplace your unique offering differentiate from the competition. Describe your marketing avenues such magazine advertising radio television word mouth Internet paid advertising etc. Describe how your marketing gets seen prospective customers shows benefits shows solution problem and then gets customers take action such lead generation making purchase. Analysis Describe your unique position the marketplace How easy for your product service project replaced something else Are you the forefront your industry the middle falling behind Describe how protected your position For example you have patents Describe how strong your position. This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Opportunities Potential The Happy Park Retail Center has several significant features that may give advantage over potential competitors These features include. The project will new and attractive building will have ample parking available cost will directly across the street from new library and three blocks from new post office both which wi11 attract patrons and potential customers for the retail center. The project site MLK Street two way street that provides major access downtown and Indiana University and Purdue University Indianapolis and serves primary collector street for the surrounding population. Easy access exists the site via public well private transportation and for many customers the site only short walking distance. The Happy Park Retail Center will located densely populated inner city community with under representation neighborhood retail services. There lack comparable retail leasable space the neighborhood utilizing OCS funding lease terms for building space will reasonable for prospective tenants who will create jobs for low income residents. The project will managed and maintained Alberts and Johnson Development and Management Company which has over years experience real estate development and property management. Market and Audience Market Research and Evaluation Customers The primary customers tenants for the projects leasable space are retail businesses that wi11 provide services and employment opportunities for neighborhood residents Jackson Research and Consulting New Orleans nationally renowned research firm recently prepared market study for the neighborhood retail center and below are statements from the study regarding tenants for the project. There the potential develop close the site The normal coverage for retail small office per acre However based market conditions recommend that the site phased The initial phase should include This allows for one small anchor and three four small non anchor users with discount thrift store represents the best opportunity for the anchor space There are none the trade area and potential demand high Small users will include neighborhood convenience stores. recommended the site should yield for secondary small users Key tenant types order importance include. Laundromat Dry cleaners apparel care Food away home local fast food Barber shop hair care Apparel Also please see letter from Alberts and Johnson Development and Management Company for additional information regarding commercial tenant prospects for the Happy Park Retail Center. Project marketing geared attract tenants who wi11 meet the underwriting criteria the project principle leaders and fenders with respect their ability meet lease terms and monthly rental payments. Market Size and Trends The Jackson Research and Consulting market study provides the following information regarding the market size and trends. Allowing for traffic patterns natural and man made barriers have used. primary trade area circumscribed 30th Street the north Burdsal the south Paris Road the east Barnes the west The remainder the Local and transient traffic the area makes the secondary market defined trade area Local bounded. Street the north 16th Street the south Meridian Street the east White River the west Transient traffic refers commuters traveling through the market Portions Martin Luther King Street MLK are used commuter route downtown indicated the prior section most this traffic does not reach the proposed site leaves the MLK corridor 29th Street. There were estimated people living the site primary trade area They form estimated households The median age the market years There are approximately people living the site secondary market defined trade area They reside roughly households The median age the secondary market years. There are few signs that the decline population households the market defined trade areas will abate during the next five years the primary trade area population expected fall people The number households projected fall just over These represent losses about over the next five years The secondary trade area expected lose its population base and all households These estimates may overstating the expected decline Efforts directed redevelopment may slow the decline possibly halting However increase either population households during the next five years unlikely. ring approach the trade area yields similar findings losses population and households Using one mile ring around the site there are estimated people households The average age the one mile trade area just over years. there were people living households the site one mile trade area Population fell and households during the 1990s and early 2000s The site three mile trade area includes much larger population base There are households living within three miles the proposed site They are estimated households The three mile trade area has experienced the smallest decline any the marketplaces reviewed with population loss just over since and fall households only. The outlook for both the one and three mile trade areas for continued loss However the fall should limited During the next five years population expected fall just over and households only. Competitive Analysis The Consulting market study offers the following conclusions about competition for the retail center project. There will limited competition for the proposed site There are vacancies the market However they are primarily among small spaces substandard buildings Most the existing retail space the market fully occupied The occupancy rate among suitable properties over result feel that existing development will offer limited competition. found one project planning This property was identified above The Mid Indiana Service site will include roughly square feet speculative space However the rents for this property are high over result unlikely that the property will rent and unlikely offer direct competition. Note Developers have indicated that they will expand the convenience store this site rents are not achieved. Estimated Market Share and Sales anticipated that the space the Happy Park Retail Center will leased the 4th Quarter and the commercial space will maintain high level tenant occupancy because the project will have. mpetitive lease cost and terms ple parking igh quality attractive building perienced professional property management ntral location near downtown Indianapolis and IUPUI Campus cessibility from all directions and located along major bus route mmunity ownership and identity site primary corridor which will have new public library across the street from the project and new post office within three blocks that will generate additiotraffic. Clients Served Below list some the most important clients served CustCompany Client Describe importance this client Client Describe importance this client Client Describe importance this client The Clients Served template used describe your prospect current actual customer base Use this template demonstrate your understanding the types customers your prospect currently dealing with and their importance your client Describe how your proposed project fits with the needs your client current customer base. This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Marketing Plan Overall Marketing Strategy Alberts and Johnson Development and Management Company firm that provides real estate development property management and leasing services will responsible for marketing commercial space the Happy Park Retail Center Alberts and Johnson Development and Management Company was founded and one Indianapolis most successful retail center development and marketing firms Many Alberts and Johnson projects were developed and leased inner city neighborhoods Alberts and Johnson currently managing over retail and office space. Our comprehensive marketing strategy incorporates the use leasing brochures electronic and print media coverage leasing sign the site and strategically placed advertising needed host cooperating real estate brokers will complement the efforts the Alberts and Johnson leasing space the Happy Park Retail Center previously noted all tenants will meet the leaders criteria for ability pay rents. Pricing The commercial lease rates for the Happy Park Retail Center will competitive with rates for existing retail space the neighborhood However our rates will lower than rents for comparable space outside the area because the need use lower rents incentive attract new business and jobs the neighborhood Please see the following recommendations from the Jackson market study pertaining cost for project retail space. There are examples new construction commercial rental rates the area Rents among older projects are between and per square foot. New construction will allow the proposed site premium However rents should well short typical market rents the market advise square foot for the proposed site Market rates for new construction Indianapolis are typically over per square foot Many locations have per square foot rents more than. Distribution and Promotion media event will held formally announce the ground breaking for the Happy Park Retail Center Invitations the ground breaking wi11 sent neighborhood residents and businesses and representatives the public and private sectors Contacts have been made with commercial real estate brokers and attractive and professionally designed brochures will distributed prospective tenants large leasing sign will placed the project site and advertising will purchased the Indianapolis Star newspaper and Indianapolis Business Journal needed. Sales Plan Development Status and Tasks The Happy Park Retail Center will new attractive and affordable commercial building The land acquisition process for the project well underway LDC and Sam Thomas who will partners the Happy Park Retail Center LLC are contributing land which will used for development the project Happy Park Retail Center LLC wi11 acquiring six additional parcels land and the City Indianapolis expected transfer eight lots the LLC thru LDC which would enable secure all the land needed for the retail center anticipated that all the land will acquired the end this year and construction begin September very capable and experienced development team has been assembled which has both the professional competence and community sensitivity successfully complete this project The development cost for the Happy Park Retail Center Project financing being provided from various public and private funding sources. Further steps the development process include Acquire additional land Complete building design Continue marketing and leasing commercial space Obtain lease commitments Begin intake low income job applicants Prepare construction drawings and specifications Obtain balance project financing commitments Begin construction the building Complete property management plan Begin tenant improvements commercial leases are signed Begin hiring low income residents Initiate tenant occupancy upon substantial completion Continue intake and hiring low income residents Price List The following solutions have been selected specifically address CustCompany needs PRICELIST Insert any extra information about your products services such shipping warranties returns etc. This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Distribution Following the scope Company distribution network Our products are shipped through our fast and reliable distribution network Describe scope distribution regional national and international. Describe your company distribution network Outline regional national and international distribution capabilities for your products Distribution destinations can individual stores chains distributors. Regional Distribution destination Contact information Distribution destination Contact information National Distribution destination Contact information Distribution destination Contact information This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Promotion facilitate creating beneficial environment for sales the following promotion plan will implemented The target market has been described the Market and Audience section the proposal. Describe how you will promote the project after has been completed You can also use the Marketing Plan template provide additional information. Promotions will include press release information kits for the press satellite transmissions pod and web casts wire service and internet releases product placement media events and celebrities press conference events media seminars partnerships mass mailer invitation the community radio and television spots Insert additional promotions planned Insert Audience Targets This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Activities The following our list activities planned for the project divided into phases The end result these activities will the realization the goals the project Describe general the activities that will occur during the course the project and how they will ultimately result the realization the goals the project. The Activities template used describe timeline events and milestones for the course the project divided into phases from the time the proposal acceptance the time final signoff the completed project This template similar the Production Schedule and Implementation Plan templates The following list activities only one possible set activities You may need change item names remove items and add items fit the needs your project. Initiation Phase Proposal acceptance Insert date Contracts signed Insert date Assign project team Insert date All client supplied materials due Insert date Planning Phase Start project planning Insert date Insert specific project planning steps Project planning complete Insert date Start project design Insert date Insert specific project design steps Project design complete Insert date Execution Phase Development milestone complete Insert date Development milestone complete Insert date Development milestone complete Insert date Insert additional project milestones needed Project Alpha complete Insert date Project Alpha testing complete Insert date Project Beta complete Insert date Project Beta testing complete Insert date Testing and Acceptance Phase Final testing complete Insert date Performance metrics testing Insert date Specifications testing Insert date Project Final complete Insert date Client approval final release Insert date Closure and Transfer Phase Installation Insert date Final installation testing complete Insert date Documentation delivered Insert date Training complete Insert date Back and archive all project information Insert date Contract acceptance signoff Insert date Post project analysis lessons learned Insert date Enter maintenance phase Insert date This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Risk Analysis Our analysis the requirements for this project may result certain risks Analysis potential risks outlined below This list risks not necessarily complete list all possible risks guarantee made that all possible risks have been determined determined that the analysis completely accurate. Insert your assessments possible risks the project and client here For example the project depends the services 3rd party company possible risk would that the vendor could out business contingency plan would have additional source available replace that vendor. Risk Analysis Insert description the potential risk here why risk and how great risk may Resolution Insert description how you intend account for this possible risk the project design Contingency Insert description possible contingencies that can planned for the event the risk becomes reality. Risk Analysis Insert description the potential risk here why risk and how great risk may Resolution Insert description how you intend account for this possible risk the project design Contingency Insert description possible contingencies that can planned for the event the risk becomes reality. This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Contingency Planning Our risk analysis has determined there are contingencies that should planned for part the project design feel that CustCompany best served providing plan which accounts for the eventualities the real world The following our initial assessment contingencies that should planned for guarantees are made that this list complete however have identified key contingencies that should planned for. Insert your list possible contingencies that should planned for For example the operation the final project depends highly specialized component there should contingency plan place have spare parts hand and trained staff able make repairs Another example would mission critical application depends database there should contingency plan place recover from hard drive failure and corruption the database. Contingency Plan Cause Effect Insert description situation which can cause problem Location Insert description component location where problem can occur Mitigation Insert description steps that can taken help avoid the problem Resolution Insert description how resolve the problem does occur. Contingency Plan Cause Effect Insert description situation which can cause problem Location Insert description component location where problem can occur Mitigation Insert description steps that can taken help avoid the problem Resolution Insert description how resolve the problem does occur. This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Project Methods The operation this project organized into two phases The first includes project planning and all activities related its construction James Hilltop Alberts Construction and Development Services will responsible for project construction The project being designed for safety and durability Materials specified for construction wi11 selected based low maintenance longevity and appearance. The second phase the operation the Happy Park Retail Center Alberts and Johnson Development and Management Company will serve property manager for the project Alberts and Johnson currently manages over retail and office space LDC will monitor property management and through contractual arrangements will oversee job creation and hiring practices jobs created Goodwill Industries will assist insure that low income residents receive employment and career development opportunities the Happy Park Retail Center. Management Team LDC has demonstrated its project management capability through the various neighborhood real estate projects successfully implemented LDC has complemented its capacity implement the Happy Park Retail Center engaging the services James Hilltop Alberts Construction and Development Services and other capable and experienced professionals The following development team has been assembled undertake the development leasing and management the Happy Park Retail Center. Owners LDC and Sam Thomas developers LDC and James Hilltop Alberts Construction and Development Services Construction Manager James Hilltop Alberts Construction and Development Services Consultant Kenneth Jameson. Marketing Leasing Agent Alberts and Johnson Development and Management Company Property Manager Alberts and Johnson Development Management Company. Architect Living Architecture Inc The qualifications the development team follows LDC the past six years solely cooperation with its partners have mobilized over for neighborhood revitalization projects developed units low income and affordable housing and provided housing repair services for units which were occupied low income residents. Sam Thomas successful business owner and neighborhood property owner James Hilltop Alberts Construction and Development Services Inc minority owned firm The firm has partners who are regarded being among Indianapolis most successful retail center developers The partners have many years experience commercial and residential real estate planning development design financing construction and property management Projects that have been completed the partners James Hilltop Alberts include office retail and residential developments Indianapolis inner city neighborhoods. Kenneth Jameson Consultant and Attorney who has worked for over years administrator and consultant for community development and employment training organizations also was the Executive Director the Madame Walker Urban Life Center and President BOS Community Development Corporation Indianapolis when they successfully completed several OCS funded projects. Alberts and Johnson Development and Management Company was founded and one Indianapolis most successful commercial real estate firms with experience urban retail center development construction leasing and management Also Alberts and Johnson has experience working with CDC having partnered with LDC the successful development the River Edge Project and members the firm are the Board Directors another prominent local CDC. summary the role each management team member follows LDC will serve owner and developer the project with specific responsibilities including. Serve managing member Happy Park Retail Center LLC Secure additional land for the project Secure city support and assistance Provide equity contribution land and cash needed for project development Secure pre development funding and assist obtaining other project financing Serve liaison with interested neighborhood organizations Assist identification prospective tenants Monitor project development construction leasing and property management activities Monitor and facilitate low income resident access project related jobs and career development opportunities. Sam Thomas owner the project wi11 have the following responsibilities Serve member Happy Park Retail Center LLC Provide equity contribution land and cash needed for project development Assist identification prospective tenants James Hilltop project lead developer and construction manager will have the following responsibilities. Serve project manager and oversee project development and leasing activities Prepare project feasibility analysis and financial projections Coordinate project development team Obtain financing from conventional lenders Coordinate the bid process Secure sub contractors Manage the construction process Kenneth Jameson project consultant will have the following responsibilities Assist LNWADC perform its project developer duties Assist preparing timely reports required OCS and other fenders Serve LDC liaison with Goodwill Industries low income resident employment and career development. Alberts and Johnson property manager will have responsibilities follows Develop property management plan for the project Manage and maintain property after construction Living Architecture Inc will have responsibilities follows Complete building design Prepare construction drawings and specifications Monitor and inspect construction work Also LDC has sound organizational structure and proven organization capability The Board Directors comprised neighborhood residents and property owners and representatives from area businesses and community organizations The board meets bimonthly Project Management. Based our staff resumes and CustCompany project needs have put together the following proposed project management team. Client Project team contact Insert team member here The team contact person responsible for managing all contact between the Company development team and CustCompany keep the project schedule and avoid communication problems all project related issues must managed through your contact person. Project manager Insert team member here The project manager responsible for internally managing the project meet the production schedule and budget constraints. Team leader Insert team member here The team leader responsible for managing the technical details the project ensure meets the terms the proposal and contract The team leader will manage all the activities the subordinate team members and answers directly the project manager. Insert title here Insert team member here Insert team member responsibilities here. Insert title here Insert team member here Insert team member responsibilities here. Insert title here Insert team member here Insert team member responsibilities here. The contact person will your main contact point the project development team All decisions must cleared through the team contact person and project manager Subordinate team members should not contacted directly unless cleared the team contact project manager and team leader. This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Production Schedule Month October December OCS grant announcement Meet with OCS staff discuss reporting requirements conditions for disbursement and evaluation process and procedures. Acquire additional land Complete building design Continue building marketing and leasing Month January March Continue building marketing and leasing Complete design and plan for project evaluation Begin intake low income applicants Month April June building marketing and leasing Obtain lease rental retail space Prepare construction drawings and specifications Obtain balance project financing commitments Continue intake low income applicants Month July September Continue building marketing and leasing Begin construction building Continue intake low income applicants Month October December Continue building marketing and leasing Continue construction building Continue intake low income applicants Month January March Continue building marketing and leasing Complete construction building Begin construction for tenant improvements Begin hire low income residents Month April December Continue building marketing and leasing Obtain lease rental retail space Continue intake low income applicants Continue hire low income residents Production Schedule The following our projected production schedule for the project Proposal acceptance Insert date Assign project team Insert date All client supplied materials due Insert date Start project Insert date Project planning complete Insert date Project design complete Insert date Development milestone completion Insert date Development milestone completion Insert date Development milestone completion Insert date Project Alpha completion Insert date Project Alpha testing completion Insert date Project Beta completion Insert date Project Beta testing completion Insert date Project Final completion Insert date Client approval final release Insert date Installation Insert date Final testing completion Insert date Training completion Insert date Enter maintenance phase Insert date This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Risk Analysis Critical Risks and Assumptions distressed community that has experienced disinvestment and decay there always risk being initiator development emerging inner city market However have assembled very strong and capable development team and created solid public private partnership minimize this risk addition there are the following risks. ajor construction overruns delays and faulty construction However will havruction manager with competent track record The construction contract will teed price and timeline with penalties for default also built our construction budget cost contingency and the architect and construction manager wi11 monitor the quality. low leasing available space This addressed competitive pricing quality development and aggressive marketing Also there viable market for commercial eing developed the Happy Park Retail Center. anagement risks Management risk minimal LDC one five CDC that have the development commercial real estate Indianapolis and has demonstrated acity conjunction with its development partners successfully complete other real estate projects augment its real estate development capacity LDC engaged nced project development team assist the implementation this project Project financing LDC has received conditional letter. the project financing and wi11 aggressively seek additional sources financingvate development partners have extensive experience procuring debt financing fonders are confident that with OCS grant funding and LISC loan will able the balance the required financing Attaining the required low income resident participation project created jobs conjunction with Goodwill Indu. Fatherhood Outreach Program will implement intake training job referral and career development program achieve planned jobs for low income residents Inability get required zoning and building permits The project has proper for its intended use Also the Happy Park Retail Center has experience. all required building permits will acquired Issues regarding environmental studies Phase and Phase environmental studihave been performed Supreme Environmental Service Company SESCO. vironmental Conditions RECs were identified the site which was formerly occupied adry cleaners and paint store. Assumptions The following assumptions have been made regarding your project which will affect the following including but not limited the project cost estimate deliverables production schedule and project staffing. ssumption The client will have all materials required them ready Insert start date here. ssumption The proposal accepted later than Insert acceptance date here ssumption The project once accepted will start Insert start date here. Assumption The cost for 3rd party services and other expenses will not increase before the proposal acceptance date. Assumption CustCompany infrastructure reported will support the proposed project Assumption Insert additional assumptions needed This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Benefits Community Benefits Economic Development and Job Creation least new permanent ftime jobs wi11 created Happy Park Retail Center and not less than these jobswill filled low income residents Approximately jobs will filled individuals who were transitioned from the TANF program The Happy Park Retail Center development and leasing will also demonstrate that the market conditions within the community have improved significantly These changes will help enhance the Local image more appealing neighborhood for nurturing successful business ventures and the project will spur job creatiself sufficiency and business ownership opportunities for low income residents Career development opportunities will created for jobs targeted for low income residents Please see Chart Page for Letter from Alberts and Johnson project marketing agent broker new joand Page for Happy Park Retail Center Job Creation Summary. the Local Training and experience that low income residents get theiHappy Park Retail Center jobs will serve springboards for career development opportunLow income residents employed the retail center wi11 assisted through the coordinated services LDC Goodwill Industries and other organizations pursue career advancement associated with their employment They will also counseled preparing career developmplans Entry level jobs the Happy Park Retail Center will not stigmatized dead end burather will give low income residents access training and skill development that will lead financial stability and self sufficiency Additionally anticipate that busin. operate their own businesses iii Community Development The transition vacant land major commercial corridor into new. heart the community will greatly complement new housing and commercial development near the site The construction the Happy Park Retail Center will strong link chain real estate developments that will significantly improve the appearaof the neighborhood Presently there under representation retail services the Local The Happy Park Retail Center will address this deficiency attracting new businesses provneeded retail services Development this project will demonstrate the commitment the neighborhood combat decay and deterioration will also help provide physical asset and service improve the area living environment Further the project will serve cafuture development and job creation the community. Profit and Loss Statem The following table outlines Company profit and loss statement Describe the highlights your profit and where improvement planned period time Statement for Year Year Year Year Sales Cost Good Insert other costs oss Profit Sum Sum Sum Rese Operating Income rest Income Insert Insert Insert Insert other income Net Profit Before rest Expense Insert Insert Insert Sum Sum Net Profit Before Taxes Taxes Net Profit After Taxes Sum Sum Sum older Dividends Insert Insert Profit Sum Sum Sum This template was not required for the final proposal submitted the government. Cash Flow Analysis opposed intangibles such assets and what owed you Detail howinto the business and flowing out the business This version set fobe edited for use monthly cash flow analysis. Cash Flow Analysis CurrentYear Income Cash Reserves Sales sert Investment Income sert List all other cash inc sert TOTAL INCO Expenses Payroll sert Utilities sert Insurance sert Taxes sert Supplies sert List all other expenses sert TOTA Surplus Deficit Sum not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. Balance Sheet The following table outlines Company balance sheet ending December 31st Describe the highlights your balance sheet show where. The balance sheet onsheet records your asse rtant financial documholders equity Mos once Intangible Assets List all other fixed asse Insert TOT bilities Insert Insert Insert Accounts Payable Taxes Pay able Insert Line Credit Inser Accrued Pay List all other liabilities Insert Insert Insert TOT Shareholders Equity Preferred Stock Insert Insert Retained Earnings Insert Insert Insert List TOTAL SHARE EQUI TOTAL mportant instructions TOTAL ASSETS row your assets liabilities and shareholders TOTAL LIA ILITIES equity the ITY row The Sum Sum The reason ssets that assumed that you owe liab information sheet consult your account ant other not filled optional mplate the propo sal writer could Sour nds Following list all sources the proposed oject your proposal require list sources funding inclu them here obtained Source Name Status Insert stat anted etc Amount Insert amou Source Funds Status Insert status pending granted etc Amount Insert Insert description this source funding Source Funds Status Insert Insert description this source funding This template was not required for the final proposal submitted the government agency was. Uses Funds Company requires funding for the completion the project Describe all the ways funds granted will used your company accomplish the proposed projeExamples might hiring staff upgrading computer systems conducting studies etc. Amo unt Amount Describe how funds will used Describe expected results this use Funding Use Amount Amount the funding allocated for. scribe how fund Describe expected results this Funding Use Amount Amount the funding allocat Describe how funds will used. scribe expected This template was not required for the final prnot filled included the sample optional teThe final proposal submitted the agen. Expected Resu RESULTS BENEFIT EXPECTED Criterion Results Benefit Expected financial assistance requespace The project located the Local Indianapolis Indiana which low income cnomically distressed community The area Urban Redevelopment Area Also part thesimincome Indianapolis Marion County was 0nts. eside the civilian labor compared for the City Indianapoldesignated cover funds for Happy Park Retail Center construcWashington for required OCS meetings Commitments for the balance the project cost are expected obtained June. Community above the pro persons the UNWA community has over the years experienced series all too common cultural changes and economic chain reactions that resulted massive business disinvestment The community sees Martin Luther King Street very important corridor the commercial revitalization the Local MLK street runs thru the neighborhood and into downtown Indianapolis and the Indiana University Purdue University Indianapolis campus The MLK corridor major connector giving those the northwest side Indianapolis access and from downtown and address the challenge establishing the economic vibrancy MLK Street LDC hasdone the following Lead team effort with Mid Indiana Service Company redevelop strategic corner MLK Street and 30th Street into. Cost Summa Project Development License Fees Insert Cost Equipment Costs Insert cost types here Insert Cost Total Development Costs Ongoing Yearly Costs Insert total Other Service Fees Insert cost types here Insert Cost. Ongoing Monthly Costs aintenance costs monthly and yearly 3rd Party Services Insert cost types here Insert Cost Insert Cost Total Ongoing Monthly Costs Insert total. iscellaneous Costs Training Travel Insert Cost Mar keting Services Shipping Handling Insert Cost Total Miscellaneous Costs Insert total TOTAL AMOUNT Insert total TOTAL MONTHLY AMOUNT Insert total. This template was not required for the final proposal submitted the government agency was not filled included the sample opt. Opportunities business activity Real Estate Rental ovation and leasin This business activities which will result from merican Industry ent Commerce Res are published Kitch Kitchen HCook Apprentice Sales Clerk Retail Salesperson not raining organizatio ssist low income neighborh tional Classifications iana employm Happy Park ter Post employmesident workers prepare incom ration between Goo ensure that least new retained low income resident eloped the Haplive within the Resources PUBLIC PRIVATE PARTNERSHIP Mobilization Resources contributions from public and priv following commitment has been made Local Initiatives Support Corporation loan for. Coordinatio Integration Coordination Services Prosecutor Office enable coordinating employment and training programs LDC conjunction with Goodwill Indu are pients low income residents including displaced workers rtodial parents particularly those children receiving TANF. Evaluation PROJECT EVALUATION Outline Evaluation Plan and Reporting Format Outline Evaluation Plan proposed that. Evaluator Resumes The evaluation plan itself would provide monitoring and feedback the evaluation the ongoing process involved the administration the project well the specific outcomes delivered under the project The evaluation function determine the project being administered according. outcomes objectively that the grantee can take corrective action necessary and that OCS can measure program effectiveness against the proposal and against other programs similar nature Hence expected that OCS will continue provide evaluation guidance The outcomes proposed the grant inc. permanent full time jobs with oneighborhood residents the Localat risk teenagers custodial and non. The program management counseling and supportive services The process part the evaluation would review these elements contract and proceddocuments include such issues What the proposed method recruitment Who will certify participants and what proof. proof income TANF participation Certification Goodwill and monitorof the evidence they are requiring may sufficient most cases since anticipated that most will have already met some income asset test participCertification referrals from other sources such the Prosecutor Office oprospective employers who anticipate renting space might best hanGoodwill. Who will maintain participant files What must each How employment defined many hours per week many ear Benefits required How the need for supportive services such child etermined and what the internal tracking method for addressed there continuing process for intake make sure there pool prospto continue the project participants leave the program. The process then the way that the grant applicant proposes provide healthy environment for the premise tested. ignificant impact upon the lives participants the system This leads the evaluation into the question how the outcomes will monitored including both process outcomes and employment outcomes. the timetable provided insure that the operation lives the design For example what the target date for the selection the first job participant What the construction schedleasing schedule Each these elements. course there will need going file review and tracking individual participaareas such date entered into the program date placed hours worked each quarter ansupportive services provided Tracking will provided additional individual milestones set according the career plan outlined part the intake process The process evaluation would. portion the evaluation the evaluation team would upon award participate training with OCS and the awardee prepare detailed process and outcome evaluation plan and review all documents integral that plan including such item. Generally speaking the evaluation plaa beefit individual work participants and provide documes the program relating leases and new businesses and. ate positive economic outcomes the community How will thi iciency Marketing and recruitment materials must targeted the businesses that will low income jobs Did business tenant make commitments provide such jobs Weet for the target group Were least eight these jobs filled persons ioned from the TANF program Did Goodwill Industries develop career development each applicant what extent did the person receive the training etc advance the Were the individuals actually trained Did they get raises Promoted The procrovide for follow with Goo. population Recruitment and training activities undertaken New businesses started aluation must also measure and report level support and cooperation between. organizations involved through interview survey techniques Documentation Requirements Reporting format Monthly reports will generated well semi annual annual reports and final report meeting OCS requirements and addressing what lessons were learned These reports wi11 include process and project information the cause effect relationships and activities and what working what not working part each report each part the program would evaluated see the projected action terms were completed The reports would requir. cluding Goodwill Industries and the Marion County Prosecutor Office well remediationplan address shortfalls anticipated that the reporting format would include the following elements each measured against the negotiated timetable for completion grant acti Construction and Lending Activity Preparation and execution contracts with various entities Construction Timetable Completion Leasing and Retail Activity Marketing and Publicity Activities Preparation and execution leases with various entities Signed Leases. New hires Strategic Relationship Activity Prosecutor Office and other referral sources description activity Workforce Development Activity. Proposed Third Party Evaluator udith Sampson and Robert Henderson collectively have depth experience evaluating. Jcommunity developm self sufficiency and job creation for low income residents Also they have knowledge and understanding problems faced low income persons they pursue employment training and career development opportunities Mrs Sampson and Henderson have collaborated inpreparation the above Evaluation Plan Outline and Reporting Format and propose that thpartnership serve our OCS Project Evaluator Please see attachment for Evaluator ResumCommitment Selection Evaluator and Completion Final Evaluation Design and Plan LDC commits that will seek and obtain OCS approval for Judith Sampson and Robert. commits completing final evalu pproved Evaluator and the OCS Evaluation Technical Assistance Contra tart period the project Assurances and Certifications Independent Auditor Report Board Directors Local Development Corporation Indianapolis Indiana Development Corporation the CDC December and the related statem statements are the responsibility the CDC management Our responsibility express opinion these financial statements based our audit The financial statements one the included partnerships Capital has not been audited conducted our audit accordance with generally accepted auditing standards and Government Auditing Standard. been acquired Certifications Certification Insert certification Agency providing the certification Authority Federal State City etc list related act. Briefly describe the certification and how applies this project Include copy the original certification required government grant Original are typically attached their own pages the proposal Certification Insert certification Agency providing the certification Authority Federal State City etc list related act Briefly describe the certif. Include copy the original certification required government grant Originalare typically attached their own pages the proposal Certification Insert certification Agency. Authority Federal State City etc list related act Briefly describe the certification and how applies this project Include copy the original certification required government grant Originalare typically attached their own pages the proposal. The final Tax Status Internal Revenue Service District Director Department the Treasury ate Box Cincinnati West Identification Number Dear Sir Madam This letter response your request for copy your organization determination letter This letter will take the place the copy you requested. records indicate that determination letter issued March granted your orgexemption from federal income tax under section tletter still effect Wesection the Code because organization described sections and. classification was based the assumption that your organization operations wocontinue stated the application your organization sourmethod operations purposes have changed please let knof the change the exempt status and foundation status your organizatiYour organization required file Form Return Organization Exempt from Income Tax only its gross receipts each year are normally more than. urn filed late unless there reasonable cause for the delay exempt organizations unless specifically excluded are liable for taxes under the. the Code However these organizaexcise taxes Local Development Corporation35 Donors may deduct Bequests legacies devises transferdeductible for federal estate and gift sections and the nization provided gifts your organization for its use are rposthe applicable provis they meet returns unless subject Tax Return this proposed activities are unrelated trade business defined section the Code Because this letter could help resolve any questions about. foundation status you should keep with the organization permanent records Please direct any questions the person identified the letterhead above This letter affirms. your organization exempt status Sincerely Ashley Barnes District Director Lega Following Company legal Describe your com included such Officers and Board Tax Status and various financial templates Legal name DBA. Type company Date founded Date incorporated This template was not required for the final proposal submitted the government agency wThe final proposal submitted the. Board Directo Company proud present our Board Occasionally you may need supply detailed information about board members that case adExecutive Bio template. Company Affiliation Most Notable Biographi Name Secretary Treasurer Board Resolution RESOLUTION THE BOARD DIRECTORS LOCAL DEVELOPMENT CORPORATION HEREAS the Local Development Corporacommunity development and business revitalization the LDC community and WHEREAS the distressed naturehousing and opportunities requires innovative. HEREAS LDC community development projects intends proviincreased job opportunities and amenities low income area residWHEREAS LDC actively linlcal. acilitate neighborhood developmegoals and objectives and further business and community related. CORPORATION THAT Department Health and Human Services Office Comminformation may reasonably requested cis herein authorized filed and further. oordination Service Agreement MoU COORDINATION SERVICES AGRE Mission Goodwill Industries Central Indiana Inc has been community resource since. ring for employment securing and retaining employme Retail division operates network rvices The ces individuals assist them with finding keeping and ices division Goodwill. Mfo Cirde Tower Suite Monume Circle Indianapolis Indiana Independent Auditor Report Board Directors Local Development Corporation Indianapolis Indiana have audited the accom rporation the CDC December and the related statements activities and cash flows for the year then ended These financial statements are the responsibility themanagement Our responsibility. audit The financial statements one the included partnerships Capital has not been audited. conducted our audit accordance with generally accepted auditing standards and Government Auditing Standards issued the Comptroller General the United States. ose standards require that plan and perform the audit obtain reasonable assurance about whether the financial statements are free material misstatement audit includes examining test basis evidence. sclosures the financial statements audit also includes assessing the accounting principles used and significant estimates made management well evaluating the overall financial statement. asonable basis for our opinion our opinion the financial statements refered above. and the results its operations and its cash flows for the year then ended conformity. tests its compliance with certain provisions laws regulations contracts Board Resolut. directors hasde this nsert what was approved Insert the text This template was not required for the final proposal submitted the government agency wasnot filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework. CurrentDate Insert statement support from the third party giving the support the company who submitting the proposal Insert statement why the third party giving support the project. Insert statement the benefits the third party sees the the third party going lending material support for the pclude statement what will provided the third party. the opinion this company give our suppo hird Party First Name Third Party Last Name hird Party Job Title. The following Company team members will working with you during the course your project have included. Phone Insert team member phone number here Fax Insert team member fax number here. Professional Affiliations member any pro Board Positions Describe team Describe team member skills here Memorand Insert your memorandum understanding text here Memorandum Understanding can ANY type agreement there standard text for such agreement have included generic servia. gal implications contracts you will need chave contract highly advised that you seek professional council for anythird parties that you alter yourself Whileall statements can considered part the contract you myour final proposal and contract Consult attorney specializ MEMORANDUM THIS AGREEMENT made this CurrentDay day CurrentMonth CurrentYear and between Company Company and CustCompany Customer Recitals Company has experience and expertise Insert. consideration the mutual covenants set forth this Agreement Customer and Company agree follows. Company will use reasonable diligence the rendering the Services Customer acknowledges however that any stated delivery deadline and the other payment milestones listed Exhibit are estimates and are not required delivery dates. Customer shall retain all its intellectual property rights any text images other components owns and transmits Company for use the Services Customer shall hold the copyright for thagreed upon version the Services delivered and Customer copyright notice may displayed the final version Company retains exclusive rights pre existing material uses Customer project Customer does not have right reuse resell otherwise transfer material owned Company third parties Company materials shall defined set forth Exhibit attached. pursuant the terms Exhibit attached hereto the event Customer fails make any the payments referenced Exhibit the deadline set forth Exhibit Company. stomer and Company acknowledge and nstitute valuable trade secrets Company Customer shall keep the rior written consent disclose otherwise make available anyone either directly indirectly all any part the Confide. mages pany warrants the Services will conform the Scope Work the Services Deliverablesnot conform the Scope Work Company shall responsible correct the Services Deliverables without unreasonable delay. Customer bring thwarranty shall the exclusive warranty express implied Customer acknowledges that Company not responsible for the results obtaiby Customer the Services Customer waives any claim for damages direct indirect and agrees that its sole and exclusive. consideration ndependent Contractor retained independent Company sha payment its own innot withhold pay any for its employees generally any statutory employment benefits including without limitation worker compensation unemployment insurance. required this Agreement such items hardware and software Customer and Company may agree are reasonably necessary for such purpose. Entire Agreement This Agreement contains the entire agreement between the parties relating. parties related Governing Law This Agreement shall governed and construed accordance with the laws the State State Exclusive jurisdiction and venue shall the County Count. This Agreement shall binding upon and inure the benefit Customer and Company andrespective successors and assigns provided that Company may not assign any its obligations undthis Agreement without Customer prior written consent Waiver. Agreement any time shall not any way affect Good Faith Each party represents and warrants the other that such party has acted good faith and agreescontinue act the negotiation execution delivery performance and any termination this Agreement Right Remove Services. prescribed Exhibit Indemnification Customer warrants that everything gives Company use the delivery the Services any deliverable legally owned licensed Customer Customer agrees indemnify and hold Company harmless from any and all claims brought. including att Deliverables Use Services for Promotional Purposes Customer grants Com Company has responsibility for any third party taking stealing destroying otherwise ruining all any part the Services Deliverables rendered under this Agreement. Agreement the prevailing party shall entitled recover its actual attorney fees and costs including expert witness fees. the creators Customer also agrees put Company copyright notices the Services Deliverables and the relevant content therein. occur from any service deliverable related Company work the rendering the Services Deliverables. exclusive rights use pre existing material see Exhibit owned Company connection with Customer Services. The parties represent and warrant ECUTED the date first written above Title Date signed Title Date signed This template was The final proposal submitted the agency deleted this page from the framework. such your company building the project also see the Location Analy roposal Prim GPS Coordinates Insert GPS location applicable Company CurrentDate CustFirst CustLastName CustAddress1 CustAddress2 CustCity CustState CustPostalCode CustSalutation regarding available Insert the government agency contact person title gible rther proof inf tion with the req roposal itle pany Phone This template was not required for the final proposal submitted the government agency was not filled included the sample optional template the proposal writer could have added The final proposal submitted the agency deleted this page from the framework.

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