We're going to wait for the last couple people to get signed in and then we're going to go ahead and get started. Um, we're scheduled till 11:00, but I'm going to try to get you guys out of here by 10:30. Um, depending on how many questions we we have today.
Um so if uh we are going to encourage questions throughout the presentation. So if you guys do have questions about just please raise your hand in the back of the room. We are recording this today so we can put it on
the website and review it at a later time as well. Just raise your hand. you have to actually speak your question into the mic so it can get recorded and then we will answer your question like I
said questions to as they arise you know just just ask away so that way we don't have to go back three or four slides to look at something in particular Obviously not all. Nice. All right. Good morning, everybody.
Welcome to the 2026 uh echo mandatory workshop. So the key word of that is mandatory. So if you want credit for being here today, make sure you have signed in before you leave. Uh that's one of the most important parts of today is is like capturing that you were here. Um so we
have some um exciting things to go over today. So I would like to uh quickly introduce our uh echo team which we'll be working with. My name is Nick Dun. I'm resource stewardship director for county and uh we have Daniel and Jill
here today. I'll let them introduce themselves real quick. Uh so Daniel Marsho manager been with the program now for about 3 and 1/2 years. This is my fourth cycle. So excited for what's to come here for
the future for the program. >> All right. And Jill's in the back for everybody. Uh Jill's been with the program a very long time as well. Daniel and Jill will be your main points of contact throughout this entire process and we are here to help. So, uh there's
a lot of exciting new things with the program this year. Um recently, Vish County Council has made some new additions. Um things that have not been in the program before. So, it's very important that we pay attention today. We're going to go over every one of those new
additions and changes to the program. Um and again, staff is here to help us through the process. Um, it's unlike anything you've been through before, but uh it's a it's going to be a good year for this. With that, I'll turn it over to uh
Daniel Mar to begin. >> Jill, do you want to say hi and introduce yourself real quick before we start? >> Sure. >> Hi guys. I'm Jill Markham. I'm the Echo administrative specialist. I have worked
with Echko for 14 years now um which is a very long time but um I'm excited about this cycle. We've made some changes and we've added some things that I think are really going to help you um get your applications in and put
in good strong applications. So while I'm here, anybody need a pen? Nope. Does everybody have a clipboard? All righty. >> All right. So, I wanted to just go back to that first slide here. Um, so we now
have almost 290 projects across the county. Um, and and there's been about $283 million worth of investment throughout Valuchia County now. So, it's something we're proud of. Hopefully, we can get up into 300 projects here soon. And this is year 26
of the program. All right. So, what's new? We had a strategic plan that went to council. A lot of you guys either participated in the survey or uh were a part of the planning process for that. So, I'm going to go ahead and go over some of the uh
policy procedures uh that were implementing here for the next cycle. So, the main the big one is the cap has been increased from 600,000 uh to $2.5 million. We have eliminated the
exceptional grant category. Um, we also uh have a higher facility lifetime cap. Uh, so now projects can come for up to $5 million per project. Uh, council also approved uh nonscope
budget changes. So now staff can make the decision to approve budget changes. Previously it was 20%. Anything over 20% had to go to the advisory committee and then to council which ended up taking you know significant amount of time for
those to get approved. So we can move money between categories. So for instance if you know your construction project you originally budgeted a half a million and it ends up being 700,000 we can move 200,000 between categories to
help you guys you know get your budget complete. first question. Teresa, >> so this is new for the 2026 grant cycle. Are those for grants awarded from this cycle forward or does this apply to
those that are open right now as well? Um, so anything would be as in effect as of 2026, but we will we will work with the prior grants as well to get their budgets in line. >> Okay? Cuz I have a couple I have a couple that are open right now that I
that I think is going to need that. >> We'll work through it and make sure that we adjust the budget for you guys. >> All right. Any other questions before I move on to the next couple? All right. So for nonprofits um >> Daniel
>> oh I'm sorry >> the higher facility lifetime cap is that for uh can you explain that? >> Yeah so it's per project so originally it was $3.1 million so now it is 5 million. So for instance if you came for
project the first cycle for 2.5 you can come in a different phase for five or you can have five $1 million projects. It's just we're going to cap each project at $5 million. Okay. Non nonforprofits here. Uh you are
now required to submit board minutes uh bylaws and a list of board members as part of your application. Uh the board minutes must be the 12 year the 12 months prior to your application being submitted. Um, we've also updated
advisory committee term limits will now uh coincide with council. Um, so we will uh be unfortunately losing three of our advisory members coming up in March of 27 and then the council will select um new members for us as uh they are
appointed. All right, another big one here. Um, I think a lot of you guys will like this one here, is that, uh, projects involving the improvement of previously engineered sites. Uh, pre-engineered structures such as playgrounds,
prefabricated buildings, pavilions, and modular restrooms may now substitute manufactured engineer plans and in and in installation specifications in place of your regular A&E drawings. Right? So this exception only applies to
pre-fabricated elements themselves where the site is already pre-engineered. So I'll use a a prior example. City of Port Orange last year or the previous cycle um had to submit drawings per
prefabricated pavilion. That will not have to happen now. All right. So, those were the key policy changes that we have. Here are some of the operational updates that staff has put into uh the guide
book for this year. So, the annual reporting cycle um will now be on a calendar year. So, it'll be from Jan 1 to December 31st and your first annual report would be due February 15th.
Quarterly reports will be due at the month end of the close of each quarter. So we've given you guys an extra two weeks to get those quarterly reports in. So for the next quarter, which is April 1st through June 30th, if you have a
current open project at the time, the report would be due July 31st, and you will be entering it into the new um experience cloud system that we're using, which I'll go over later. Another main thing that we've updated is
the application. So the application especially in three areas the business plan, feasibility study and marketing plan um will still need to be submitted with the application. It must be specific to the project and to Valuchia County. Um but we have
integrated targeted questions for these specific uh categories in the application which we'll go over a little bit later. All right. Any questions on policy or operational before I move into
uh the guide book? >> Okay. >> Yes. Uh if we have a project, >> if we had uh projects in the past, we don't have any currently open ones. Are we still required to file an annual
report? So annual reports will be due a year after your project is complete. >> And then after that, we don't have to. >> No, you'll fill out an annual report for the 20 years of the restrictive covenant, which I'll go over later, but you guys signed an agreement that you
will uh maintain operate the facility for 20 years throughout the life of the of the covenant and the grant. >> So for 20 years after the project's completed, we have to file >> an annual report. Yes. I think >> I don't well it would be a new project.
It depends on what project he's talking about. But if it was previously if you had a grant previously that was 30 or 40 restrictive covenant then it's 30 or 40 years. All right. So now I want to jump into the guide book which you guys have. So I
encourage you to flip through and look at the guide book as we go through uh the policies and procedures. So I'm going to walk you guys through um an applicant's journey from eligibility all the way to finishing an application and
compliance. So one thing about the guide book uh it's be completely redesigned. Uh we have got rid of some dense text to replace with uh some tables to make things easier, some call out boxes and
step-by-step guidelines to walk you through the process. uh it's been completely restructured um into eight logical sections and I believe it is easier to navigate and find the information. So this is a practical tool not a
reference manual. So we're excited. We put a lot of work into this. So I hope you guys uh like what we did. So I'm going to jump into um you know so what is Echo? So, Echo funds uh finances the acquisition,
restoration, improvement, construction of environmental, cultural, historic, and outdoor recreation projects for public access and use. So, these are the four categories of the program. Um, I put some examples of some of the
projects that we get per category. And remember when submitting your application you are only allowed to select one category. All right. So funding structure uh minimum request is 125. You can come for up to $2.5 million. Uh just know it is a
onetoone match. So if you are submitting a million dollar project um 500,000 500,000 will be or you know a million a million depending on what you guys are submitting for. Okay dollar for dollar two years from the award once
it's awarded at council the clock starts for you to finish the project. So you have two years to finish and we talked about the $5 million uh funding cap. All right so who is eligible? municipalities within Valuchia County, any of the 16 municipalities can apply
as well as uh Valuchia County government or any 501c3 um within Florida that has a 501 uh or 2 years uh 501c3 status. Okay, there are exceptions which are listed in the guide book.
Uh we will we encourage the applicants to do a clean hands prior to um we have a form that's in our on our resources page um that you can submit which we will send to our four departments to look to see if there's any outstanding
obligations that is owed to the county. If so, you'll just need to make sure that those are are paid off before you can move forward with the grant process. um we will do one anyway um prior to when we get your application, but if you guys want to know ahead of time, we
encourage you guys to do so. So, what projects are eligible? Uh must serve the echo purpose and mission. Um you can have two open echo projects per project site. Okay? And
then no more than three open projects at one time per organization. And then all projects must comply with ADA, federal and state guidelines. >> They can apply for only one phase at a time.
>> Yeah. Um, yeah. So Jill mentioned you can only apply for one phase at a time. So just know you can't apply for two phases of a project during the same cycle. Thanks Jill. All right. So now we're going to jump into match. Um, so all projects require
a dollar for-doll match. There's four different categories of match. So you have your unencumbered cash, which is, you know, cash in the bank, executed grant contracts, or any pledges. Um, we will look to see if these are there
prior to the grant review panel. Um, there's also previously spent cash. So for this you can have seven years prior to the application and specific to the project only you can use seven years
prior of any invoices proof of payments or anything that you guys have worked on for this specific project that you're applying for. Then there's inind services which is uh donated professional services materials or labor labor um and acceptable
documentation includes notorized donor letters, written agreements andor time sheets. And then there's land match. So land match is the current market value of the property dedicated to the project. And this is a max of 25% can be used. So,
I'll go into um how match is made up depending on um operating budgets um for nonprofits or municipalities here on the next slide. All right. So, while I'm going over this, in your packet, there is a uh
sample match scenarios document that I would encourage you to look at. Um the examples that we've given is for a $600,000 project. Um, I'm going to try to explain it in a little bit more detail here. So, as I mentioned, uh,
average of your three most fiscal years, uh, for your operating budget, if you are $500,000 or more, you must bring 50% cash. If you're in between 250 and $499,
it's 30%. And if you're a small profit that's under 250, 20% cash is required. So I talked about land match. It's 25%. So for instance, let's say you submit a million dollar project. You can use land
match for $250,000. The rest of your match can be made up of >> previously spent cash or inind services. So if you don't have land match, then it would be 50/50 split. If you're
500,000 or more for 250 to 499, it's 70% of the rest of your uh PSC in kind can be made up of that. And then same for nonprofit, 20% cash, 80% of PSC
or inind. So any questions on this? because I think this is the we get a lot of questions from applicants on what's required as far as cash what other type of uh you know PSC or in
kind. I'm laughing because we just went over this with uh with you guys you know last week. So >> it's 25% of the match project total. >> Okay. >> Okay. No questions. Good on the math.
Okay. All right. So, what are some of the core application components? I won't go over these uh line by line. They're in um the guide book. One thing I do want to call out is that uh your project description
is very uh important. It's one of the most important sections of your application. Uh this is where it should be thorough and detailed. We're not looking for a summary. We need the purpose of your project and how it will be used and what it hopes to achieve and how it will enhance the quality of life
for Valuchia County residents. Strong project description allows staff to read it and practically see the project, the space, the people using, and the problem that it solves in the community. When a purpose and vision aren't clear, scoring makes the applica uh application
more difficult. So, when in doubt, add more detail. uh vague descriptions are one of the most common reasons that applications fall short during the review. So more information the better for us so that when staff review it um you know we can come back in the
technical review give our thoughts on the application and then this also you know helps us um feed that information to the advisory committee who will then be scoring the application. Another thing I want to touch on is 100%
drawings. Those are also required. So you cannot submit conceptual plans. So all drawings must be 100% complete by the technical application. All right. So I'm going to walk you through the application process. We're here today at the workshop. Your next
steps would start be working on your application. question about question is on 100% drawings. When you say 100% plan set or drawings, are you talking about like all the
engineering details? If we have a restroom, the electrical, the MEP, the Okay. Yeah. Make sure >> everything. and I'll go over that later as we get into the application. What drawings are required? >> Thank you. >> All right. So, application, your first
technical application is due June 11th at 3:00. Um, like I said, must be 100% complete. This will be uh, you know, if you're not familiar with ECHKO, um, we will review your application and get back to the applicants. It's one thing that a lot of
uh federal or state grants do not do. Um with with Echo, we do try to make sure that we can get all applications to the finish line. So, we will work with you. Please reach out to us during the whole month of May. We will team Zoom oneonone. We'll come to you, you come to
us, we'll help you with the application. Okay? That's our job. Uh final application is due July 16th. Once you submit here, there can be no additions uh to the application, no corrections. Once your application is submitted, we
then uh will thoroughly review it one more time. Uh staff will give their completeness review and what they recommend to the advisory committee and then the advisory committee will
come out and tour your site on August 13th. applicants there can give a 10-minute presentation on their on their project. This is will give the opportunity for the advisory committee or anybody from the public who wants to ask questions about the project to be
there. Um and then as soon as we tour the whole county, depending on how many projects we have that cycle, we will then come back at a later time to be announced um to determine eligibility, which will happen right here in chambers. Um, basically that's a yay or
nay vote by the advisory committee. So they come back and just say if you're elig if they believe you're eligible or not to go to the next stage which is to score your application. So that is August 27th. Um there'll be a scoring
rubric that the advisory committee will score your application based off. Applications that receive an 80 or above will be re recommended to county council. If for some reason the project does fall below an 80 threshold, that
project will still go to county council because they have the final authoritative decision on these grants. And then the plan right now is for uh the agenda item to go to council probably in October. So, you know, we'll
keep you guys in the loop of when it's going to go, but approval uh will start probably in October. >> I'm sorry. What was the date for the final application? >> Uh July 16th,
Joe, Chad. >> Yeah, chat. We'll get to Chad and then we'll come over to you. >> Nick's gonna bring a mic over. >> No problem. >> Just just curious, Daniel, when on that July 16th deadline, is that when all the
cash match previously spent cash is required in the bank and approved? Okay. Thank you. >> Question. >> Um I have two questions. One about the drawings. So if it's uh rebuilding a building, we need a drawing. What's
about if it's a remodeling of the bathroom? We do still need drawings as well. >> Yeah. >> Or like air conditioning. >> Yeah. So, I'm going to go over the drawings specifically when we get there. Um in the application, but if you want me to go go over them now, I can that
will help everybody. So, drawings uh drawings are required from all applicants. Uh documents must be legible and to scale. Uh so, we're looking for current drawings or any excavation plans for the facility. We need a street locator map which indicates the physical
location of the project. There should be a site plan which includes building footprint, travel ways, parking, landscaping. This section will also include a site survey, a trees and topography survey, civil drawings and
any water retention, drainage and circul circulation. uh preliminary and schematic drawings are also needed to be in the application. This is a general model of the floor site plan showing the location of project elements. Um it's suggested
that you guys have a Florida friendly landscape plan. There will also need to be design and development documents which is the selection of materials, any engineering systems involved, detailed cost estimate and any environmentally
sustainable materials. The construction documents uh should also include written and graphic instructions. So we're looking for specifications of the projects like building systems, floor plans, elevations, and it should include all
site utilities and ADA information. And then you also need a bid set of architectural and engineering plans as well. So when we pass out later in the presentation, we're going to give you guys uh the application as well as the companion document. So I'd encourage you
to look at what's required. It's on page 17 of the application. >> And I have a second question just to verify this cycle. June 11th, uh this is the f final submission. Then July 16 is when if we are submitted we refine our
applications. Then I forgot what it is in August. >> Yeah. So August is your site tour and eligibility. >> So once you submit your final application on August 13th, the staff as well as the advisory committee will come out to your project location where you
can give a 10-minute presentation on your project. Mhm. >> And then two weeks later, we come back and actually score the applications. >> And when is the final decision? >> Uh so >> October >> the that's when so you're scored on
August 27th. So if you get an 80 or above or less, we still recommend that project to county council. In October is when they would award the grants. >> Thank you. That's all. >> Thank you, sir.
>> Yes. Let's say I got awarded the uh the grant. Do the permits go fast uh uh or we have to wait a while? >> I'm going to jump into that here pretty soon. >> Okay. >> Daniel, I just want to add for everybody real quick just for clarity. you know,
the the technical application is really, you know, you're submitting to us the the uh application that you have. We will review it and give you feedback. That technical application review period between June 11th and July 16th is when you have the opportunity to take our
feedback and make any modifications to your grant at that time. Um, and the things we will review are things that would would help you get across that finish line. If you're missing something, if we notice any red flags, that's the feedback we're going to give you. At that July 16th date, that is
your final submission. And once you hit that button, submit, it is in. There's no changes after that point. So, just want to declare this. There's two different application deadlines up here. Technical is more like your draft. The July 16th is your final. >> Yeah. But with the technical, everything
is due from the beginning. So, you still have to submit the same documentation as you would for the final. question. Joe, >> if you are just, as the one of the applicants stated, remodeling something
inside your current facility, all those drawings, all those architectural of the exterior, etc. are still due. >> Uh, we'd have to take a look. I mean, yes. I'm going to say yes, but we need to know a little bit more specifically
of what the project includes. Like for instance, um you know, we've had a few of these questions in the last week. Um restrooms. Echo's not just going to fund restrooms. They have to be a part of a bigger project. So restrooms could be
included in your project, but we will not just do a restroom project. So, for instance, if you had a uh pavilion playground with a restroom, that's an echofunded
project. But we wouldn't pay for the restroom. That would be your guys responsibility. We would pay for the pavilion and the playground. We're talking about changing sorry seat all the seats in our theater
and redesigning our actual interior auditorium to expand our ADA section as well. Does that qualify for echo? >> I think we we'll need to talk a little bit more to see.
And that's why we encourage if you guys are not sure, please reach out to us so we can kind of walk you through of what you know is eligible, what we can pay for, what you guys would be responsible for. Um, we really need to know the full
details of the scope of your project. Um, and we will help you throughout that process until you guys, you know, start submitting your application. >> And Daniel, I I'll add one more thing for for that. uh you can still do things outside of the echo grant in your project. You can have a much bigger
project and echo only fund part of that. So if you have some some uh things that don't qualify for an echo expense, uh you can still do those as part of your overall project, but just know that echo will not fund those portions of it.
>> Can you use that portion as match the fund the expenditures? You have to I >> if you've got a project that doesn't include echofunded portion, can you use the portion that's not echoed? The
expenses for that as match. >> You cannot. Jill, go ahead. You I know you want to jump in on this one. >> It has to be eligible for echo in order for you for it to count as match. We
have a list for you and it does break down things that are eligible for both things that are eligible only for match that kind of thing. It'll give you a better Yeah, it'll give you a better idea. >> I have a question about uh how u what do
we call a project and how to count them. Uh for example, Casadega is a historic community and we have several buildings that need um renovation. So each building will be a separate project or
uh working on uh our community will be a project. How does that um yeah how do you specify project and count them? >> It depends on the scope of the project at the time. So if the if you're doing a fac you know a facility that's a
historic structure and you're doing a renovation it has to be on the historic registry list. >> It is >> okay. So then we could do a restoration but it still has to have public access and use to the facility and it has to
meet the echo mission and purpose. So, we can't just restore um your building unless there's some sort of echo purpose for that facility that you're using it for. So, we have several bu buildings as you
described which each building considered a separate project or they can fall under one umbrella as a project of restoring historical cultural community. >> It would probably be a separate >> Yeah. Yeah, a separate project for unless you
were gonna bulk it all together, you know, but I would suggest specific project for each depending on what you're doing. >> Mhm. The other thing when we start writing those grants, can uh we have one-on-one time and describe what we
wanted to do and you guys give us some guidance on how to >> so I don't take your time here. Thank you. Yes, renovation and restorations are two different things. So, if you do a restoration, which is a little bit more
expensive than a renovation, would you uh um provide some people that we can work with so we don't get in trouble? >> Yeah, we could give you we we can offer other applications that have done some restoration projects. We'll give you
some contacts for what you need, who you need to speak to. We just can't recommend someone specifically. >> Uh just clarification when the clock starts if you get the grant is January 1 of 27
>> or immediately when the council approves >> when it's approved by council. >> The clock starts >> clock starts two years. >> All right. Good questions, guys. Appreciate it. One more. >> Oh, one more. >> So when when it's approved and awarded when it gets into the bank account.
>> Okay. >> So this so this is a reimburseable grant program. So you will submit reimbursement requests throughout the duration of your project and then we will reimburse you depending on what
you're requesting at the time when you submit invoices. you know, proof that you guys have paid certain things. We suggest that you guys when you're turning in your quarterly reports that you're also sitting uh submitting reimbursement requests. Okay.
All right. So once you're awarded um we will we will reach out prior to when the application goes uh to council. We'll reach out and we will execute a grant agreement before the county council meeting. And then uh once your project is approved, that's when you'll record
your restrictive covenant. Um you guys are responsible to file that at the clerk of court. And then once your covenant is signed by the clerk of court, that's when the clock starts for the 20 years that you
have to keep the project open and accessible to the public. So you will have a different project completion clock and you will have a different clock for your restrictive covenant. All covenants moving forward since 2020 are
20 years. All right. And once you have your covenant, then you can move on to getting your liability insurance and your performance bond. And then once you have those two documents and they've been submitted to Echo Staff, we will
then issue an NTP and then you guys can start your project. Please do not start the project until you receive the NTP because if you have, we will not pay for any of the reimbursements if you've started before we give you the go-ahad.
So, and we, you know, we work with you throughout. So, you know, we'll keep you guys on on schedule. So if only expenses incurred after issuance of the notice to proceed um qualify for echo reimbursement, can you
spend uh match portion of the project prior to the notice to proceed? No. Okay. >> All right. All right. So then we have long-term compliance. So for the 20 years, like we talked about earlier, annual reporting. So a year after your
project is complete, that's when your first annual report would be due. Um during your project construction, uh staff will monitor your project. When a project is complete, we will also visit your project um triannual. Um we'd like
to get out there once every two years um just to kind of see your project, where it's at. And then we will offer uh we will send you guys out a monitoring letter um which will be in our nice new system now. So it'll be emailed to you right away um if there was any finding
findings or concern of the project. So we will work through you know small compliance issues to large compliance issues. We want to help you guys. Um that's our goal. If for some reason um you know the compliance can't be taken
care of um there is a payback u mechanism that we use depending on where you're at in the restrictive covenant. So if you're in the first half of the covenant it's a full payback of the grant. Uh if you're in the second half there's a nice formula that we use to
find out how much you owe. Um but we don't like to get to this point so we will work through uh throughout the process with you. Can I ask you a question? >> Yes. >> Just in terms of timeline, uh once the
uh council approves your and uh your application and you're awarded the money, uh how long between that normally is the uh NTP uh given to us? >> Usually within 60 days. 60 days. Yeah.
It depends on how fast you can get me your insurance, right? your performance bond, you file with the cl uh clerk of court. >> Okay. So, timelinewise, we could expect to begin construction about two months after the county council meeting. >> Yeah. Sometimes even shorter than that. Just depends on when you get us that
that information. >> Okay. All right. Thank you. >> All right. And lastly here, um signage. So, signage is required um for all echo projects. Um there must be a temporary sign um that gets posted within 90 days
of the grant award. Uh both temporary and permanent sign must include the county and echo logo. Um there is the required language in the uh guide book there for you. Um just make sure that
that gets submitted to staff so we can approve it before you guys put your signage out. Um and then this this portion both the temporary and the permanent sign uh cannot be echo funds. It's funded by match only. So that is the project the applicant's
responsibility for the signage. And uh just so you know temporary signs are ranging between $750 to $1250 and the permanent echo sign is between5 and $6,000 right now.
So, um, those signs need to be bronze, granite, coran, or a bronze, uh, finished aluminum. So, we do have sign companies that we can recommend to you, um, if you do need that. All right. Any questions about anything
that we've went over so far with the guide book? All right. So I can give you guys five minute break if you want or we can just push through and keep going. >> Push it through. All right. So what we're going to do is we're just going to
pass out our other documentation that we have. Um so this is going to give you I'll keep talking while they pass out, but this is going to give you the application as well as the companion document. um which I'm really excited about is uh
this companion document that you're going to get with the application. Uh gives you a section bysection guidance for applicants preparing preparing you for the application. Uh this document explains what each question is asking, what constitutes a strong response and
any common deficiencies to avoid. So, we walk you through each specific uh section of the application and what staff will be reviewing in the application as well as what the advisory committee is going to be looking for
when they go to score. So, I'll wait till you guys everyone gets a copy before I I move forward. Thank you. Quick question. What does NTP stand for? >> Notice to proceed. All right, we good to everybody got
their documents. Okay, so all I'm going to do is is uh go through the companion document as it coincides with the application. So just remember this companion document is advisory in nature. uh it's encouraged to consult the guide book and
contact Echo staff um especially if you have any specific questions. So I'm going to reiterate to you when you guys leave today for the whole month of May staff will be available to help. So if you guys want to sit down Zoom Teams
one-on-one we come to you come to us. We will help you throughout the process. Please use us as your number one resource. Okay. All right. So throughout the application document, there's color-coded callout
boxes are used um to highlight important information. So we got yellow boxes uh indicate the critical requirements and common mistakes. Green boxes provide tips for strengthening your response in the application and purple boxes will
highlight uh requirements specifics to nonprofits. All right. So, we talked about what's new. Want to jump in? >> Yeah. >> Okay. Go ahead. >> Just jump in real quick. >> Jump in in real quick. So, I was going to mention the most exciting part about
the application this year is that it's no longer a paper application. You can do the entire thing online, upload and submit. So, what Daniel's talking about today is very important to that process. Um but we do believe it will make things
um a lot easier on the applicant to get all the documents in one location and get it uploaded correctly. So >> yeah, >> and we'll go over the experience cloud after we go through the application. But I would encourage so after the meeting is over, anybody that's signed
in today, we will send you guys a word application so you have it. I would encourage you guys to fill it out in Word first, save it and copy and paste into the system. Seems to be a little bit easier that way. We've tested it.
We've done 50 plus uh applications as well as I've had some other people in this room test it for me. Um we do know that with a new system, new program, there could be some hiccups, kinks that happen along the way. Um, we're here to
help you through those. Um, we've caught some that we're still trying to fix, but we will get with Salesforce and they will update and make sure that it is correct. Okay. But we'll go more into that and I have a little training video later on after we go through the
application. All right. So, we talked about business plan, feasibility, and marketing plan. those things are are new in the application with targeted questions. Um we consolidated some questions uh for green infrastructure.
Um we've simplified the project team question and the operating forecast detail um is in your business plan. We we are requiring some tables to be filled out with some information there. Um and then non nonforprofits also have
new dedicated supplemental questions that we will be asking. um especially when it comes to reserves, organizational experience, planning and any capital project history that an NFP has had. All right. So the we'll start from the beginning uh applicant information. Uh
this section identifies uh legal status and eligibility of the applicant organization. Uh information here is used to verify that the applicant meets echo program eligibility. Um, I would encourage you to when you
start filling out the application, if there's going to be more than one person that is going to be helping with the application, please list them as an additional contact person on the application so that way they can also have access to the application in the
system. All right, project information. Uh this section identifies the location type and category as well as site ownership or control status. Um just know that leases and land management agree agreements
must be binding and they must be for the full restrictive covenant period 20 years and beyond. Funding request. This establishes the financial parameters of the of the request. Um, this is where you are documenting all of your confirmed match
funds. Um, please use your match scenarios worksheet that we provided. Um, budgets must be accurate and realistic. Projects will be held to the funding amount approved at the time of the application. Ensure that all the figures are consistent through each section,
including the funding request, the budget detail chart, the operating forecast detail, and any supporting documentation. talked about project description, how important that is. Uh make sure it aligns with the echo mission. Um we're looking for a project scope,
purpose, and anticipated outcomes that enhance the quality of life of Lucia County residents. Looking for a detailed narrative of the construction or any implementation uh sequences or major milestones that this project hopes to incorporate as well as
uh green infrastructure. And if we're conserving water or energy, those type of questions are asked. And OB and then of course ADA is important. Project team uh this is where we're looking at the organizational capacity
uh to to successfully manage the project. Uh strong responses here. Identify the project manager and who's overseeing the budget. Uh we would like to see relevant experience in specific term ter terms when it comes to other capital projects um that they've may
have worked with. For nonforprofits, um please identify board members who will provide oversight to your project. Uh performance measure. Uh this section requires applicants to define measurable goals and objectives for the project and
explain how outcomes will be tracked over the restrictive covenant period. uh budget. I won't talk too much about that until we get to like you can actually see it in the system. I think it'll be um we're using the same budget sheet that we've used in the past. Um it
is fillable to where you can use drop downs to select general requirements, construction. You can add line items in into the budget. Just type them right in. Um, I'll show you guys that a little bit later on. Uh, you'll comply to the
restrictive covenant, which everyone must do. And now getting to the operating forecast detail and business plan. So I'm now on questions 33 through 39. So this is where we evaluate the applicant's capacity to operate,
maintain, and sustain the project throughout the lifetime of the covenant. So, like I said, there's specific questions and we've gone we've listed every question in the companion document and what we're looking to be included in
that specific question as as well as what we what the committee and staff will be reviewing for that section. So, I will point out that uh the first table that you'll fill out is the annual annual operating cost.
So you'll need to provide uh costs broken down by major category that includes personnel, facility operations, maintenance, administrative overhead, insurance, any any programming as well. Make sure that they add up to what
you're asking for in your budget or at least show that your operating expenses can cover your portion of what you're asking for. Um, we're also identifying any revenue sources or any uh contributions to your
project. That's table B. And then table C is your long-term capital replacement plan. So, we're looking to see um you know, if you can give us your equipment, structures, and infrastructure, uh what replace what year it will be replaced, what the
estimated cost is for that replacement, and if you can use some industry standards that are provided there for you, um and just reach out to us, we could send those to you as well. All right. There will be a maintenance and operations certification and
compliance form. just saying that you guys will maintain the facility for the for the length of the 20 years was a different form last year. We've kind of updated it and included um you know all the attachments making sure that they're true and correct and that you're
committing to long-term maintenance and operations. It confirms compliance with applicable laws and the grant condition. All right. And then as you get through the operating forecast, there are going to be specific questions by category. So
when you are starting to fill out the application, at the very beginning, if you select environmental later on in the application, you're only going to see the environmental questions. You're not going to see the cultural, historic, or outdoor questions in your application. Okay? So the program is is filtering
what questions are needed depending on what you selected on page one. So just know that you're not responsible for all eight questions here. If you're historic, you're answering two questions. So everybody's got two specific questions that they would answer for the operating forecast. And
then if you're a nonprofit, there are some questions there. Uh five additional questions regarding long-term fiscal sustainability. Any questions so far? Keep going. Okay. Feasibility study. This section
evaluates the project's practicality, community support, its readiness, and expected community impact. So, we got quality of life to to the residents of Lucia County. You know, have you guys done any similar projects or scopes of this magnitude? You'll
identify any permits or approvals or regulatory requirements to the project and we're looking to make sure that your project is scalable. Again, there's category specific questions for the feasibility study. So
depending on what category you choose, there'll be two questions that will pop up in that specific section as well. All right, marketing plan. So, there are specific questions for marketing as well. Um, but we made it more of a
marketing checklist um that's included. So, we're making sure that you guys agree to do the temporary permanent sign, the logo, uh all print materials, press releases, um you know, updating the website with the logo. Um, we are encouraging the
applicants to turn in pictures for us, too. So, there is, if you guys are not familiar, please check out the Echo website. There's a transparency dashboard there with all 290 plus projects throughout the county. There's information there. Um, it's filterable
by city, uh, district. Um, it gives you some good information and it's up to date as current with the quarterly and annual reports. So, please send us pictures if you guys want us to update and put some nice pictures. We'd appreciate that. And then there will be
uh category specific questions for marketing as well. All right, we get to fiscal stability. Um this section evaluates the applicant's financial health and history, any audit findings, and any financial documentation um that needs to
be submitted with that. If you're a municipality, you'll submit a link to your financial statement. If you're not forprofit, again, bylaws, the most 12 consecutive months of board
minutes, and a list of board members. Also, for uh NFPS, uh you'll need to make sure that you have a most recent uniform business report filed with the Florida Division of Corporations, and there must show unrestricted ownership
or undisturbed use of the facility. All right, then we get to the drawings. So, the drawings are on page 17 of the application. So, I won't read all these out again. Um, but
this is what's required. 100% needs to be complete. And then we've given you guys requirements and guidance for what specific drawings that we're that you're uh we're looking for. And do remember the exception for previously engineered site or
pre-engineered structures. All right. And then lastly is table D, which is the project construction timeline chart. Just make sure that that chart, you know, matches up with what you guys are going to be doing throughout the uh two years of your
project. So when you guys do fill out the application online, as we'll go over here in a second next, um you will not be allowed to go to the next screen. there will be a red asterisk on questions. So, if you don't fill
something out, it's not going to let you go past that next screen. Okay? You can plug something into the box, but remember, if it's not something that's going to be submitted, we're going to come back and tell you to fix it. So, that's how you can get to the
next screen if you may want to skip that particular question, but just make sure you go back and fill it out correctly. Okay? Anything you guys want to add before I >> Yeah, just want to add for clarity for especially for those who may have not
applied for an echo grant before. The the new questions for the business plan, the feasibility study are supplemental questions. You still have to submit a business plan and a feasibility study. The questions are just uh additional questions to those studies. Been talking too much last
All right. So now we're going to jump into the experience cloud. There's also a document that says external process for the experience cloud users. If we can follow along with that. I do have a uh
video um from cloud creations that we are going to go ahead and show. Let me pull that up real quick. All right. So, I am going to pause throughout the video and highlight some key things. You will also, this will be
uh sent to you guys afterwards. It'll also be linked on the experience cloud when you log in so you can refer to it. Okay. And then you do have your training manual that walks you through um how to fill out the application.
Um just know that the video um is it's going to show an application prior to when we went through the changes. So we weren't able to get a video that's has the exact 100% application. Um, but
the information that you need is there. Okay, so I'm going to go ahead and get started. >> Hi, my name is Michelle Hoffman. Welcome to the Echo program training. In today's session, we're going to cover self-registration and navigation,
application submission, and the maintenance of your awarded project. As for our training session reminders, please ask questions as they come up. This session is being recorded and you'll be given a guide to our portal at
a later time. Let's go ahead and get into it. For our first session, we're going to navigate to the Echo program portal and learn the self-registration process. and then we'll give you the navigation of the portal portal
to access. >> All right. So, this is what the page will look like when you go to log in. Um the link is there for you on the page. Valuchia community services.mmy.site.com. Um this is where you would go to um log
in. Um if you already have a previous if you've used Salesforce previously and for another grant or you can use that same login. Um but you will um select not a member and then you will fill out the required
fields. Fill out your username and password. Please write those down and you can always edit those and she's going to show you that here in a second. >> This the echo program. We are going to go to county services.mmy.site. site.com.
>> Once you've logged on to the site, you're going to click the not a member uh URL if you have not registered before and you'll fill out the details provided on the screen.
We're going to create a user for myself. I'm going to provide an email address and we're going to list the company in which we are going to apply the application to After
our registration process, we we should be expecting an email. So, just know the email is going to come from me. >> The email will look something like this. >> It's going to say Marsh Daniel, but just make sure that it's not spam.
>> It is. This is how you access the uh the program here. So, it'll say welcome to the Echo Grant program. You will click that link >> um and that'll take you into the experience cloud. You'll create um your username and
password here. Like I said, please write that down. Um store it somewhere so you have it. All right. So once in this is what it'll look like here. Um, so you have different tiles that we've
created here. So you can simply submit an Echo application by clicking this button. Your annual report is on here. Your quarterly report form is here. Your reimbursement request, budget change forms. Anytime you need to
contact us, um, you could do it through here. There will be program announcements listed underneath as well as all your quick links um on the side so you can reference these things. So when you guys do log in sometime next week, you will see the link for this
video here in the in the announcements column. Okay. Uh options here. I'm going to go into the profile section that shows you how to change your password and enable receiving emails. First, I'll click my user generated name. I can click on the
home tab, which would take me back to my homepage. I can click on the my profile, which would show me my partner details that I've created. And I can see the settings and
preferences that are enabled for my login here. I want to make sure that I've enabled email notifications. Um, >> so that's important. So just make it should be autopop populated, but please make sure you check your settings when you log in and that you guys will
receive email notifications. So, we'll talk about um there is a chatter feature on um the cloud that we're going to try to get uh the majority of you guys to use. So, that
way we can track conversations um back and forth. You guys can obviously ste still email us, call us, but what we're going to do is we're going to try to track everything into the into the experience cloud so we can keep up with your project. Okay? Um, you
guys can submit your reports here. Um, but we'll show you how to use that later. Question. When using the program, will it send like a notification to us that there's correspondence there or do we have to
actually log into it continually to see if there's any correspondence in the program? >> Uh, you should get a notification. So, if I send, you know, Lori Win, it's going to send to your profile and you'll get a notification that there's a
message there from us. So, it'll use the email in my settings. So, my city, >> yes, it'll correspond with what you put in your profile. >> Thanks. >> If two people from the same say city are
working on the does a sign in go right to the application for both people? So, whoever is the main contact would have direct rights to that application. Um, we're working on trying to get the
additional contact to have access as well, but whoever is the primary would be the main applicant to be to get access to the application. But we are working on that with Salesforce now to try to get multiple
people um at a time in in an application. Forgive me if it's redundant, but multiple people into the application. Can we already get multiple people into the platform? Like, can our director of operations go pull down reimbursements even if I'm the one that applied for the the grant?
>> Yeah, they just need to register. Perfect. >> Yep. So for you, if you guys got four different people, just register, your names will get added in >> case the Echo team sends us chatter uh communication. If I've changed anything here, I can go ahead and press save. If I'd like to
change my password, I can do that by hitting this button here. Next, you're going to see the details of your organization. You're going to see the details of your organization. Then you would see any related details
like contacts of colleagues that may have um been created on the Echo program's behalf or yours in a later application process. >> So that's where you would see your related contacts. All you know all four of you guys would be listed there. um any details that you guys submitted
previously and then we've already uploaded or imported the information of people who've already received previous echo grants. Um that's where the sign-in sheets came from. So we have most of the information in the system built in
already. Okay. So if you're new, it's imperative that you you you register and we have enough licenses and loginins to go around. So I can always log out of my portal at any time by using the log out option here.
Let's go ahead and review the tabs that we have access to. At any time, I can click home or the logo here or I can click the home option here to get back to this page. First, for the tabs across the top, we have the my project tab.
If you are awarded a project, you would expect to see your project listed here. In the my applications tab, you should expect to see any submitted applications. You should also expect to submit the budget once your application
is submitted here as well. And we'll show you that in the application submission session. The support tab that you see will give you access to emails and phone numbers for the colleagues involved in the Echo program.
If we go back to our homepage, we'll see the area for Echo program announcements, which will list some key. >> So, I'm going to skip over some of this. Like I said, I'm not going to go let you see all 35 minutes of the video. I'm just going to move forward to some of the important things that I want to
point out and you guys will have this afterwards. So, let's see. >> We will submit it via we'll be >> and we'll be going to the submit. >> All right. So, now she's clicking the
submit echo application. Um, and it'll pull up the application here. Once we're prepared to submit our application, >> we'll navigate through the fault. >> All right. So, you're going to navigate as if so I would have, like I said
previously, you'll have the paper application in front of you or you already have it filled out in Word and you can copy and paste into the actual Salesforce. or if you don't want to do it that way, you can just enter the information into the system. I would just suggest that you guys have a, you
know, a copy saved somewhere. Um, you will be able to print your application uh when it's done, but it's not going to match exactly what a normal application looks like in the word document form. It's going to print out a little differently, and I'm working on getting
it updated where all the fields line up and all the questions are in order. Um, but it's something that I'm going to have ready for you guys before you guys finally uh submit. So, as you can see, she's going through and filling out the specific questions.
If you're a non uh profit here, you're going to see that, you know, it's going to filter to what's required. So when she clicked that non uh profit button, there were two asterisks that popped up here for the NFP to fill out uh their
charter number. Okay. If you would have selected municipal government, those questions would go away when they not they would not have a red asterisk next to them to be filled out. So there is a a next button on the right
corner there. So, um, if you were to hit next and you haven't filled out a question, it's going to pop up with an error. It's going to say we hit a snag. Um, you need to fill out whatever question that you did that you might have missed. Okay. Um, there is the
save for later button. what she's about to show you right now. So, this is very important. If you are going through the application, you're going to get up and you will get the system will time you out. So, make sure you're saving the
application. When you do hit save, it's going to bring you it's going to show you a link that you can copy and paste into your URL or you can have it emailed to you. And then once it's emailed to you, you
can click that link and get back into the application to where you were at previously. So, I'm going to let her walk walk you guys through that. >> Use the save for later option. We'll go through the save for later option and show you how it works. Now, once we click save for later, it's going
to ask us to confirm. We'll go ahead and click okay. >> And we want to make sure that we copy this URL. It's the only way we can access our saved application later. So, I would copy it and place it
somewhere important in order to get back to it. Now, at any point, if I wanted to get back to that saved application, I could use that same URL and as long as I'm logged into our portal, I can copy and paste it and get
access to that application. Now, I'll continue through the application and answer the remaining questions. So, like I said, I'm not going to make you guys watch the whole or filling out the whole application. Um, but you know,
it's going to take you question by question exactly mirroring your paper application as you go through. Um, like I said, just make sure that you're looking for the asterisks that need to be filled out. Um, there is places in
the application where you need to upload files, right? So, she's at the part where you would turn in proof of ownership, your lease agreement or uh management agreement here or land agreement. So, you would click the upload file button and you can submit
your word document or PDF into the system. One of the cool things about this as well is you guys can name your file whatever you want. when it submits to us, it's going to say whatever your project title is
and that specific document that you've uploaded. So when you go back to your profile, it's not going to be named what you had it originally that you submitted. It is going to be your project title, business plan, project
title, feasibility study, whatever you've submitted so that you can go back and easily find that document. If for some reason something doesn't apply to you or there is an upload document that is
not needed, you would just need to place a PDF in there with a reason why. So, you would still have to upload a document. Okay. So, uh just so you guys know, uh the 11 minute mark of the video all the way till up about the 20 minute mark, it's 9
minutes of her actually going through and filling out a complete application. Okay, like I said before, just know that some of the stuff in the video is not the same that's on the new application because we had to wait for council to make changes until we, you know, could
put those into the system. So, I've been working for the last couple weeks trying to make sure that uh the system is ready to go. Um, so you guys can start working today, this afternoon, if you'd like. skip through some of this. And like I
said, it goes in section by section. It's in order for you guys. We try to make the process, you know, streamlined and easy for you guys to um go through um and and fill out uh the application. Like for instance, you won't see this.
We removed this. This fiscal stability chart is not a part of the echo application. So, it's on the video, but you won't need to to submit that cuz it won't be there. All right, let's go to documents that you believe would be
would be relevant to the application. >> This is where you'll be submitting any other documents that would be relevant. This is the last uh question in the application. >> You can submit as many documents here as you'd like.
>> And we're going to go ahead and go next. So when you're done, an applicant checklist will pop up just like on the paper application on the last page. Uh it's going to notify you that you've completed all the tasks there that are appropriate. So there will be a
difference between a municipality and a not for profofit. Okay? But it will check off everything that you've uh needed to complete. If you're missing something, it will won't let you go past this checklist document. We'll go through the attachment
checklist. The only items that we haven't been able to complete is going to be the budget. When we're ready, we can preview everything that we've we've uh submitted up to this point. Or we can just go ahead and hit the submit button.
After submitting the application, we should receive a message indicating that our submission is complete. But don't forget, you still have to fill out your budget form. Let's go ahead and navigate to where we can
get to our budget form. >> All right, so you filled out the application. The budget form is the last piece of information that goes into your application. Okay. So, don't forget to submit your budget because it if it
won't show up until you do do that part. So, she's going to go over this this part here for you. We're going to go into the my applications tab. >> We'll see the most recent application that we've submitted. >> And we can review the application we
submitted here. We can also go to our related tab and start our new budget >> form as well as >> so as you could see they were retitled. All your files would show up in this section. Um and then also in this we've
removed this submit for approval. That's on staff side that we would submit. So right here you're going to see print. So this will allow you to on the details page of your application. And this is where you'd be able to print what you've
submitted. Okay, >> we'll go ahead and click the new budget form option. We'll save the budget. We'll access our budget and then we'll click in the project budget button here.
This will invoke our next form. As you can see, each section has a drop down of applicable options. You are welcome to enter in your own if you do not see one that fits your category. So, as you can see, you can there's drop
downs. We tried to put as many drop downs of of um you know previous budgets that we've received um line items there um into the budget. If there's not one specifically listed in the drop down, you can just type it type it right in.
Okay. Remember when you're filling out your budget, we changed this a few years ago is that we are holding you to the total category. So for instance in professional services we need to know
what those are by listing those line line items below. Okay. So you can have as many line items as you want but the total should be of the category not by the line item. Okay.
And as you're filling this out just please make sure that you put in your four different categories of match. And this is where you would determine if it's echo is the pink column and then anything in the first four columns is
your match. Okay? They can they don't have to be the same. They could be different. Okay? Just depends on what you guys want to cover and you want Echo to cover depending on what's eligible. So, please look at your eligible expenses uh list that we've given you
and it's also in the guide book as well. There's a list of of them. Um but we've also incorporated another sheet that pulls every single um eligible or ineligible expense from the previous guide book. Okay.
So she then is has completed the budget. Okay. And you will just hit >> once our budget is complete we can hit our close button button. >> You hit submit and then you can close and leave the page. Okay. Okay. And then you're going to come back to your um project and you're going to
>> see in the completed budget all of our budget line items have been made. And if we ever need to go back to the budget, we can review the budget by clicking the project budget button. Now let's go back to our application and
let's see the details that have been submitted against now our completed application and budget. If we go to our related tab, we can see all of the notes or all of the files we submitted. You'll notice that the file is renamed based on
where it was submitted from to help organize the files. You also, of course, see that you do have the um budget option to go back and review your budget if you need at any point in time. Uh you can use the chatter option here to ask
for um to to ask any questions that you may see necessary after your application process. >> All right. So once your application is submitted, we will get an email that so and so submitted an application.
We'll go through the process of starting to do our technical review. When we do the technical review, this is in this document checklist is where you're going to find your technical review document. Okay. Um, we will also upload a copy of
the previous uh technical review worksheets that we've used in the past so you guys can see them. So, if you're familiar with the process, we'll go through and say questions 7, 9, and 11 need to be updated. We also meet with you guys in person or phone zoom to go
over your technical application with you. Okay, this is your time to ask questions. You know what we saw, what we found, and what we need to change. So, we encourage you to change those things if we do provide that information to you. If you don't take our suggestion,
you know, you don't have to, but we're trying to get you guys to the finish line and we're trying to get to get the 80 score for the advisory committee. So, please, uh, you know, update as needed. Okay. All right. So, chatter feature. Chatter
feature is going to be on the right here. Um, it there's a word that'll say chatter. Um, this is where you could put in, you know, Daniel Marsh, Jill Markham, um, if you ever needed information or like I said, you can continue to email
us, call us, but we're going to start putting this information into the system so we can follow along and we have that data stored somewhere. Um, that we do get a lot of public records requests. We do get advisory committee that want
certain documents as well as council. So, this is a way for us to track the progress throughout construction compliance 20-year covenant. Okay? So, please, I know it's something that's different that we
haven't used in the past, but please try to start using this. Um, it'll just it'll help us out. Okay? >> You'll also notice that the application includes the document checklist. >> All right. So, let's see. I'm just going
to navigate a few more minutes here, guys. All right. So, now, um, there's also, like I said, there's quarterly reports, the annual, the reimbursement request, and the budget change as well. So, she walks you through that process for each of these. Um, so they're the same forms
that you've seen in the past. You just go ahead and click the tile for quarterly report. All the quarterly report questions are going to pop up. You'd create new document here. It's going to say, do you want to do a new quarterly or an annual? You'll select
quarterly for this instance. And then, like I said, that document will pop up. And there it is, short and sweet. All right. Easy to fill out online. You type in your your project will already
be preloaded here. You type in your quarter. You type in your grant number. uh your design percentage, completion percentage, and then the rest of the questions. And like I said, we will send you all the forms previously that we use so you can follow along with what the
system is now showing. And then she walks you guys through an annual report as well. So annual report remember um will be calendar year and the first report will be due um February 15th
here. She's walking you through a reimbursement request. Now for reimbur submitted my status field is blank. >> So for reimbursement request you're going to have to do these individually by each specific line item
that you're requesting. Okay. So um you'll still submit the sheet previously um but you'll have to do numerous line items. So, if you're asking for uh 25,000 back in professional services, that would be one request. Then your construction would be a different
request as you move forward. Okay? So, we can track them or Jill can track them. She's the reimbursement queen. And I can click save. or if I want to create another reimbursement request last. >> So that's that's very important. And so
you've already filled out your first reimbursement. You can hit save and new. It's going to autopop populate the information that you already had previously. Just change, you know, whatever category that you're asking for this time. So you don't have to continue to type in the same thing
over and over. Okay. >> And I can click save and new. And I will repeat the process until I have added in all of my reimbursement requests. These reimbursement are reimbursed. I
should see the reimbursement related back against my reimbursement request here. >> I'm going to go back to the home tab. So >> oops change. I'm not going to go over this form with you guys. could contact
the here again are the the actual project at hand and then here I could submit the budget change request. I can attach. >> So here you can like I said in the chatter feature you can also up attach or upload excuse me any documents that
you need here that will go along with uh that are supplemental documents. Okay. So, I'll send this to you guys uh after uh the meeting sometime this afternoon as well as uh any other documentation from today's meeting. Uh this is a good
time to ask any questions before we end. There's one over here. A couple over here. >> Huh? >> Oh, yeah. Yep. I have a question. What is reimbursement? Is it a part of our um
budget that goes to grant that we we need >> a reimbursement? I'm sorry, I didn't hear the whole question. Can you repeat the question? >> What is reimburse? Okay. Um, what that means is you will have completed
something in your project and you will send to me or enter this information and you'll send it with the form and the invoice and the backup showing that it's been
paid. I'll review everything, process it, and you'll get a check. So this is a uh when the project is already in the process right when we build foundation and we send you reimbursement for uh foundation like
that. >> Sure. Sure. And you can ask for reimbursement at any time. It's just we want it at least quarterly. But it it's you pay upfront then I pay you our part back.
>> Does that make sense? We need to have our own money to pay first and then ask to uh reimbursement. That's how it works. >> Yes. >> The other question uh about again login.
So one person creates a an account >> and then we share the password uh with the other person who works on the same application or we add them as a >> no you could add as many additional contacts to the application >> but you'll if if four of you guys are
going to want to access to the to the cloud all four of you would need to register. Mhm. >> So, we are working on trying to link additional contacts to the application so all of you guys can see that. So, that's something that we're currently
working on. Whoever's the main starter of the application, the primary contact would be the primary responsible person to fill out the application. So, it would be from your profile. >> When the other person is registering,
how do they link to this application? We're working on that. >> Oh, okay. >> So, as soon as I have an an answer for you guys, I will let you know. >> Is this um annual reporting process in place for already completed projects still within the 20-year?
>> Correct. So, for you moving forward, your next annual report would need to be done on the cloud. So, uh, following up on that, so for completed projects, the next annual report is not due until February, and we'll be doing it on the cloud. So,
we we're not reporting this July. >> So, you are going to be reporting July. You'll be getting an email for that here shortly. And it will be paper. >> Oh, okay. Thank you. Will you have pass out mics?
>> Have an old one. Do you have any more of these? >> Yes, we've got some more. >> Just want to get something straight. So, let's say I'm building something. I need an engineer's drawing. I get that before I hand in the application. It's part of the application and then I get
reimbursed for it afterwards if I'm awarded. Correct. Okay. Thank you. >> That's correct. >> All right. Regarding the budget document that you upload after you've submitted your app if you need to step away from it, is there a save it for later later
feature on that specific budget uh submission and do you get a link similar to the application process? I don't think so. Not on the budget. No. Um I'll look into it, see if we can add
a a button there to be saved, but as of right now, there's not. So, just to follow up on those questions. Um so, let's say we start a project today. You require 100% plan sets to be submitted by July 16th at
least. Um to be finished. >> June 11th. >> June June 11th. Sorry. Technical application. What about the permits? >> I mean, permits are going to be that's your guys' responsibility to have those done prior to before you can do an NTP,
>> right? But we don't have to have it by the June 11th. >> You'll just need to identify those permits and what you guys are working on in the application. >> Yeah. And I I'll add to that, you know, throughout the construction process, you are required to do all your own permitting throughout that and make sure
that uh you're following your permitting guidelines in your areas. Could you give a couple of of examples of what would be appropriate chatter situations? Uh is it simply it would replace
emails to staff, that kind of thing, right? >> Yeah, that's what we're trying to move forward to. So, I mean, you know, she's got another question. Um, you know, you could say, "Hey, at Daniel Marsh, we just sub submitted the application," or, "Hey, we have a question on our
project," or just anything. We need to try to start utilizing that cuz it's a way for us to keep track of the back and forth between us. Great idea. Messaging board kind of thing. And then if you get the notifications from the app for different things that
pop up, are are we going to get chatter notifications? Yeah. So I if I would say I needed to get in touch with you, I'm going to put at your first and last name for what you've created on your profile and that information will be attached to your project or application when you get
the notification. Any more questions? All right, a few things I just want to add uh here. Um, so renovations, we don't do renovations. It would be improvements, construction,
acquisition, or restoration. Those are the four categories. So I know that a couple people asked about renovations. It's not a category for echo. Okay. Uh, land match will be 25% of match total,
not the project total. So I misspoke earlier. Thank you, Jill. uh feasibility study. Make sure those include hard numbers. Okay? And uh we don't cover any maintenance. So no maintenance or maintenance facilities.
Okay? Uh we also will not cover any items that we've already paid for in a previous grant. Okay? So if we've already been to your facility or project and we've paid for something, we will not pay for it again. However, if
you have a playground, for instance, and you want to add on additional ADA elements to that playground, or there's a new expansion or square footage of a current project that you already have, we will work with you, but we will not pay for anything that we've already paid
for previously. Um, and I believe that's all my notes from things that I may have misspoke to or just wanted to clarify. Um, I thank you guys for coming out to the workshop. Um, like I said, please use us um as your guide here in the
month of May. We will meet with whoever wants to meet with us. We've met with I've met with numerous people in this room already for their projects. So, please reach out. Um, I'll be gone all next week though cuz I'm going on vacation.
So, you could use Jill or Nick. You could use Jill or Nick next week. >> So, um, but I will be back in May. >> It's fine. I I deserve a break. Right, Nick? Now, we've put in a lot, guys. We've put in a lot of work to this. We
hope that this process is easier for the applicants. We've tried to streamline it. uh it's new to us and so we're learning uh you know a whole new system and and things but we're trying to move the echo program into the next
you know we were way behind. We needed to get it you know caught up to 2020. So um please leave the clipboards uh you could take all the other information that you need. Um, check out the website and I'll send you guys whoever signed.
If you haven't signed in, please make sure you sign in. I will email you guys later on today before I'm out of here. Okay. Thank you guys for coming. Appreciate it. >> And I'll be here if you guys got more questions that you guys want to walk up
and ask questions, we'll be here. Thanks. >> How you doing? Hey, thanks for doing this. This is awesome. >> I'm glad to anyone. >> Oh, we are from Kasadega. It's a
historic spiritual community and uh the land belongs to nonprofit and some buildings are what would be the number one project I'm here
>> as an assumption for example we have a historic building that belongs to nonprofit stands on the land of the nonprofit building is historic building All right. Thank you. Yes. >> Yes sir.
>> But we need I I need to understand the renovation versus restoration. So that's I don't understand because the if the building is historic right our library ideally in order to
building but I don't know how long and how to do it because it's historic we have to restore it until forever >> and on the if we come to it restration because I
floors, windows, bathrooms. It's just you need to pack. >> So, it's not renovation, it's a restoration, right? It's a both of those categories.
>> I know. >> Yes, it is. >> So public access means that the road in is city road and people go there just regular citizens, >> right? So be on schedule if you do like a Monday through Friday
this and this you know whether that appreciate it. But what I've enjoyed is that you will all be accessible. >> Come with our question. A lot of them would get lost in. >> So the other project our apartments they also
build. >> So we have apartments and also historic buildings on the land that belongs to that historic community and we rent them out to support our bills. But they also ancient and
>> it does have public access but also we rent it as a to people like >> you have to remember that one of the the requirements have purpose >> and that's not >> I've seen I've gone through some
websites. So the purpose that that you would be talking about would be in your situation it sounds like historically which would be restoration of that building provide public access to that restored building. >> Yeah the whole town is a historic town
so people go there and we do have slums there too. We have those old apartment buildings, historic buildings and quality of uh housing and how they look affect >> we wouldn't be able to restore any housing that people are living in. It's
just not showing >> even if it's a historic >> so I guess our project it's a gazebo it's also a historic site they believe in >> gazebo in front of the church
>> you know 20 years behind the church >> yeah we we had >> but we do have money gathered for that >> I was that's what I was sharing we had a benefactor that supported We just going to she donated a lot of money for that independent money all of our money and
then she was also in process of supporting the gazebo rebuilding >> and she passed. So she designated funds the buildings are purchased by the installer. So it's it's in small fragments but we also have reserve funds
for that >> and that do we need funds for this project too? No, we >> but once again what I'm our inquiry is to take it to the board and then let the board but anyhow for that gazebo that we talk remembering it was right behind the
temple. >> Yes. >> And it is a public access. People enjoy picnicking, sitting, meditating. >> So we can do like that with the gaze. So we had conversations with the engineers and the
contractors and their assessment is even the foundation that exists at this time will not be able to support the building because it's bigger and wider. So their recommendation is to do it from scratch like come in and
>> so we have some dedicated reserves for that and that's where that matching will >> okay >> so that can be our project number two. know a lot bookstore can be a project right for no >> a store
>> no bookto >> it it's it makes a profit so and are you guys a n a nonprofit register not profit >> okay >> we're on the national historic registry >> well I knew your buildings were I love
the place so yeah >> yeah but the nature of the book >> a business we're not going to be able to >> what if it's like a gift shop, a party or something like >> Yeah. So, >> so not when you're not having the festival.
>> Okay. So, the the way the our trust and organization is set up the bookstore, you know, it's it's to sustain and support the ongoing expenses. >> So, it's really not focused as for profit. It is to accommodate the taxes
and revenue that we encourage the bookstore is supporting that and it's public access because the >> only public restrooms in Casadega actually the restrooms are in that book store that needs to be rebuilt. >> So that building is is heavily
trafficked by tourism and it comes and there is a lot of people are there and we're open seven days a week. We're only closed maybe five six days throughout the year. So if if that would be one of our projects, it is public access. The
room that you're remembering, the back room is used for our board meetings. It's used for our class classroom space. It's used for for receptions when outside people want to come get their reading rooms for getting married. They
can use that for assembling or so. open to all, not just me, but the membership >> because the visitors include students or people that are coming for education or people that are a religious service. That's where we're
yall really are going to need to go through the guide book and and look at what the echo purposes are >> because not all of what we're talking about here are echo purposes. Now, the gazebo
part of the park could be outdoor recreation that makes it >> um but the other the bookstore is very >> it fills out historic and cultural and public access >> but there's there's more there's more to
it than that you're you're still talking about a store I know the money is used to support the city but that's don't have anything to do >> each project is But what you can do is you can identify your your master plan what you want to
do with everything else. >> Then we can identify which elements of that element. >> Yeah. So we may restore one, build a park out and we can still do the other things but that would be on you guys identify elements of your master
>> because in in my listening and having a little understanding that gazebo is bigger qualifier than other >> but the bookstore is what needs the most. >> Well that's a different part of the arrangement and things fall under this
place. I don't understand. >> Yeah, it's a public building. >> Ask public questions. When you go to casa, there is no public. Give us one thing,
>> but Look at the whole master project. Meet with us again. We'd love to meet you, see the bigger picture and we can help you figure out what >> but the two we can do up to three projects, right? >> One per cycle. One project per cycle. >> Three open three open projects at one
time. >> So this cycle we only can submit one project. >> So probably it would be a disable because we already have things >> lined up. We have the architectural drawings. We have contractors in place. match. >> We have matching.
>> So, and that could be the outdoor recreation. >> Just remember to include more than just the gazebo out there, right? >> You know that taking your personal not taking your personal.
>> Well, yeah, there there's there's more to it. So, we're excited because listening to it gives us some clarity. Maybe there's some background work we can work for the other other buildings. >> ADA components are going to be used in so you could have a walking trail
something like that around that same area. Educational kiosk for a big component would qualify for that. >> Signage, we do a lot of educational signage and y'all would be a really good place for that. >> I do feel this would be educational.
Do you remember those plaques that are in front of the temple that talks about the history >> of the Kobe temple and the park? >> There's a lot of history. >> I we might want to include that because I think they are we have them through another brand system. I think the time
is already expired. They've been so long and the surface is cracking. I mean, elite that would be a wonderful addition to >> memorial to this the store. Um, you have a lot of space in the back and I know we can use
it for now, but y'all could set up a museum. We do have a library and then we're working on some >> there's just so much history >> that could be something >> 132
let's meet and talk about >> so if we didn't have uh that business in that bookstore then it could be remodeled right if we have put the project together building a new building that would be museum library and like
gathering for education and purpose that could be by >> depends on it depends on >> but the answer is maybe >> matters. >> Yeah. >> Yeah. >> So the question I was going to ask earlier
>> Daniel was talking about a rubric >> and that rubric is only accessible to the board counselor not to the applicant. >> That way we know >> that goes back to college education. the teacher here rubricate do this do this
really what it is a guideline >> it's a broken down sport section based on guidance does this project meet this qualification >> I enjoy that rubric because I know where to put my efforts into how to get it scored it was so interesting for me this
is achievable so yeah >> the last question for me is this video that we were seeing is it accessible right now >> we're going to post it it's not right now But he'll have it up by this afternoon either >> because I think it would be beneficial
for us as an organization >> for the trustees to have the same information, >> not not our worries of it, so they can go through it and see. >> Yeah, we didn't want to put y'all through the whole 30-minute video and it's kind of slow, >> but that's all the resources you saw
today >> will be available >> are available. You can go back and keep referencing >> and you can always call us and look at and walk through it with you. >> That would be great. Yes. Uh do you guys have any reference for example how can
we address our slums for the land still belongs to profit? >> There are no slums they're old buildings built. >> Yes. >> The slums come from a different town of Spain for us. They're historic buildings. They're not >> But there are some houses they were just almost,
>> but they're still historic. >> We're not going to have anything to do with residents of any. >> Do you know any other grants or programs that can maybe assistance maybe? >> I don't know about restoration. They
help with housing people, but they don't really do building work. >> Yeah. I don't know. I'd get on and Google. There are so many grants out there. Nobody knows about. So >> we appreciate it. Lots of homework. >> That could be another
project. >> But thank you. >> We typically have one cycle a year. So if you don't have something that you think you should get together in time this year, you have the entire year to work with us to get a project for the next year, too. >> Fantastic. I appreciate that.
>> It was nice to meet you guys. And do make sure you you have our cards there up on the table. >> And then I did. >> So then the book store doesn't have any chance of qualifying for anything. No, >> not currently.
>> But the outside >> part of that ideation is receive what's easily accessible, clearly accessible, then we'll work on >> I just needed to understand what qualifies what's not. I never worked with Grant so I need to understand I
know what Casadega needs to get done >> but I need to asking questions really help me >> and another uh for the board's information just a reminder this is a reimbursement so they would pay for everything up front and then the money
gets reimbured as the project >> thank you guys more >> in our park. Yeah, their house wasn't home, >> but the steps are
>> and they planted they being parks, I guess are one of the organizations. >> They just gra know are coming through there every day. Yes.
>> All right. >> What other It's time for us to meet. >> That's what makes it easier. Department. Oh yeah. >> Not the way they want them fixed anyway. >> Yeah.
No operate something. Great. There's a lot of practice. practices. >> Yes. over.
That is volatile. I was like >> I I appreciate building. >> Yeah. We love everything else. So anyway, see you later. Yeah,
>> the city manager he works at right there. became city manager. So he says he says I don't care about everything else.