Directed Grant Report 3-31-2023
| Budget Item # | Grantee | NR Grant Amount | Date of the initial contact | Date all documentation received from grantee | Date the contract was sent to the entity receiving the funds | Date the administering agency received the fully executed contract back from the entity | Contract execution date (signed by both parties) | Payment date | Notes |
|---|---|---|---|---|---|---|---|---|---|
| 96 | Fort Dobbs Alliance | 500,000 | 9/1/2022 | 2/1/2023 | 2/1/2023 | 2/13/2023 | 2/13/2023 | 2/15/2023: $250,000 3/9/2023: $125,000 |
10/3: second follow-up by email 10/5: received requirements; revised scope of work and line item budget detail, IRS letter requested 11/9: IRS letter and revised scope of work and budget detail received; special contract language needed per Josh 12/16: followed up on C. LeCount et al inquiry regarding status; Davis emailed M. Lanier and C. LeCount apprising them of contract language finalization needs 1/3: meeting with E. Lawrence on Capital to discuss this grant 1/24 Contract scope being finalized. 2/1/2023: Grant contract sent for signature to grantee. 2/8/2023: No signature from grantee - sent follow up email. 2/15/2023: Request sent to AP for payment. 3/9/2023: 3rd quarter payment |
| 97 | Fair Bluff Historical Society | 150,000 | 9/1/2022 | 10/3: second follow-up by email 10/26: Kathy Ashley phone call; referred to Mary Alice Thompson, secretary for FBHS. Re-sent email to K. Ashley per her request so she can forward to Ms. Thompson 12/7: fourth request for requirements to be submitted and forwarded to Mary Alice Thompson as previously directed 1/10: phone call with Mary Alice Thompson, VP of Fair Bluff Historical Society; received new email address to direct all requirements to her (thomasa@sccoast.net) and emailed letter and template. 1/19: received update from Thompson re: Board meeting to begin working on requirements. Answered her question re: emailing vs scanning/faxing and general contractor quotes/estimates of cost 2/8: no additional information received, sent follow-up email to check in for status 2/9: received email reply that cost estimates for roof and wiring/electrical were to be forthcoming and documents could be submitted the following week; not received 3/3: sent reminder to state funds must be spent by June 30, 2023, urgent to submit requirements 3/6: received email response again stating estimates are coming 3/8: Follow up email notifying grant funds may revert if no action is taken. 3/22: Received partial documentation. DNCR requested virtual meeting to discuss |
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| 101 | Arts Council of Wilmington and New Hanover County | 150,000 | 9/1/2022 | 12/7/2022 | 12/12/2022 | 12/14/2022 | 12/14/2022 | 12/19/22: $75,000 3/9/2023: $37,500 |
10/3: second follow-up by email, ACWNC responded "we are in receipt of your initial email and will forward the required documentation shortly." 10/27: left voice mail for Rhonda Bellamy; call returned; ACWNHC recent Board meeting determined budget and scope, planning to submit on 10/27 10/28: received partial documentation; still in need of tax exempt letter from the IRS; articles of incorporation, and by-laws. 12/7: request for missing documentation; and received. Contract executed 12/14/2022. Payment date represents first payment. 3/9/2023: 3rd quarter payment |
| 103 | Friends of the Museum of Natural Sciences | 1,200,000 | 9/1/2022 | 9/29/2022 | 11/28/2022 | 11/28/2022 | 11/28/2022 | 11/30/22: 600,000 3/9/2023: $300,000 |
9/14: received partial requirements 9/29: received w-9 and articles of incorporation to complete all requirements. 11/2: Contract executed 11/28/2022. Payment date represents first payment. 3/9/2023: 3rd quarter payment |
| 108 | City of Fayetteville | 1,000,000 | 9/1/2022 | 2/23/2023 | 2/23/2023 | 3/1/2023 | 3/1/2023 | 3/2/2023: $750,000 | 10/3: second follow-up by email 10/26: left voice mail message for Brenda Powell. 11/2: Email follow-up copying city leadership. New contact responded 11/15 and provided partial documentation. Scope and budget draft received 12/5 however, incomplete. Notified City more details were needed. 1/18: Email stating the need for No Overdue Tax form Tax IF, contact for grant, etc. 1/25. Email follow-up, response same day acknowledging. 2.2.2023: No Overdue Tax form received. Requested remaining outstanding information. 2/23/2023: All information received, grant contract sent for signature. 3/2/2023: Payment request sent to AP. Payment date represents first payment (Qtrs 1-3) |
| 109 | Town of Mooresville | 1,000,000 | 9/1/2022 | 4/5/2023 | 9/2: Danny Wilson confirmed receipt of notification and promised submission of requirements 9/16: Will Washam requested additional guidance on grant purpose and legislative language 10/26: follow-up by email to Will Washam 12/5: Washam email with questions about line item budget detail and scope; project is in concept phase with engineers. Replied on 12/6 by email when voice mail box was not working for Washam 1/6: sent reminder email to Washam to submit requirements and that funds must be spent by 6/30/23. 2/7: responded to Washam's question about spend date insertion for budget 3/3: Follow-up reminder email to submit requirements 3/7: received first draft scope, budget, and conflict of interest 3/8: No tax debt form received 3/10: Follow-up on outstanding scope and budget 3/28: Follow-up on outstanding scope and budget. Email responses from Washam and Erika Martin regarding delays due to paternity leave and awaiting 4/3 Town Board meeting discussion 4/4: Follow-up emails and phone discussion with Washam to answer questions to finalize scope and budget 4/5: Revised scope and budget received |
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| 113 | Coastal Federation | 6,500,000 | 8/23/2022 | 10/20/2022 | 10/21/2022 | 10/22/2022 | 10/22/2022 | 3/15/2023: $88,331.26 | 3/15/2023: Payment date represents first payment. |
| H6 | NC Sports Hall of Fame, Inc. | 350,000 | 11/29/2022 | 12/19/2022 | 1/6/2023 | 1/9/2023 | 1/9/2023 | 1/12/2023: $175,000 3/9/2023: $87,500 |
11/29: first email contact with executive Director Trip Durham; cc Board Chair Jerry McGee; emailed acknowledgment letter and form template 12/5: email received from Trip Durham indicating requirements were being worked on and submitted by end of week or first of week Dec 12 12/9: Zip file of requirements received 12/22: received substitute w-9 and FYE info 12/29: AP requested corrected w-9 1/3: meeting with E. Lawrence on Capital to discuss this grant 1/3: received corrected w-9; further information regarding scope of work requested and received 1/6: contract language finalized and sent through DocuSign 1/12: Payment date represents first payment. 3/9/2023: 3rd quarter payment |
| H61 | Piedmont Land Conservancy | 1,000,000 | 3/3/2023 | 3/9/2023 | 3/10/2023 | 3/10/2023 | 3/13/2023 | 3/23/2023: $1,000,000 | 3/23/2023: Grantee paid in full. |
| Total | 11,850,000 |
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