2023-07-10 18 00-Russell BOS-Regular Meeting-Packet

2023-07-10 18 00-Russell BOS-Regular Meeting-Packet

Document Date: July 10, 2023 Document: 2023-07-10_18_00-Russell_BOS-Regular_Meeting-Packet.pdf

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Agenda Board of Supervisors July 10, 2023

Russell County Page 1

RUSSELL COUNTY

BOARD OF SUPERVISOR’S MEETING

AGENDA – JULY 10, 2023

BOS Board Room Regular Meeting 6:00 PM

Russell County Governmental Center

Lebanon, Virginia 24266

CALL TO ORDER & ROLL CALL – Clerk of the Board

INVOCATION

PLEDGE OF ALLEGIANCE

APPROVAL OF AGENDA

PROCLAMATION

Velma Mabry House Day – July 12th, 2023 - 100th Birthday

NEW BUSINESS

Approval of Minutes. Consider approval of the minutes of the
following meeting of the Russell County Board of Supervisors….……………B-1

a. Unapproved minutes of June 5, 2023 b. Unapproved minutes of June 26, 2023

Approval of Expenditures. Consider approval of expenditures presented

for payment………………………………………………………………………………B-2

Committee Appointments for Board Consideration………………………………B-3

Agenda Board of Supervisors July

RUSSELL COUNTY BOARD OF SUPERVISOR’S MEETING AGENDA - JULY 10, 2023

10, 2023

BOS Board Room Regular Meeting

6:00 PM

Russell County Governmental Center Lebanon, Virginia 24266

CALL TO ORDER & ROLL CALL - Clerk of the Board INVOCATION PLEDGE OF ALLEGIANCE APPROVAL OF AGENDA PROCLAMATION

Velma Mabry House Day — July 12", 2023 - 100" Birthday NEW BUSINESS
Approval of Minutes. Consider approval of the minutes of the following meeting of the Russell County Board of Supervisors.

a. Unapproved minutes of June 5, 2023 b. Unapproved minutes of June 26, 2023

Approval of Expenditures. Consider approval of expenditures presented for payment.
Committee Appointments for Board Consideration

Russell County Page 1

Agenda Board of Supervisors July 10, 2023

Russell County Page 2

RC Library Board

Yvonne Dye 3-Year Term June 30, 2023 Susan Breeding 3-Year Term June 30, 2023

RC Department of Social Services (DSS)

Brian Ferguson 4-Year Term June 30, 2023 Sharon Owens 4-Year Term June 30, 2023

Russell County Tourism Advisory Committee

Alice Meade 4-Year Term June 30, 2023 Doug Hubbard 4-Year Term June 30, 2023 Lisa Hubbard 4-Year Term June 30, 2023 Jennifer Chumbley 4-Year Term June 30, 2023 Dustin Blackson 4-Year Term June 30, 2023 Carly Bruck 4-Year Term June 30, 2023 Janice Halsey 4-Year Term June 30, 2023

CITIZEN’S COMMENT PERIOD (Limited to 3 Minutes)

CONSTITUTIONAL OFFICER REPORTS AND REQUESTS

COUNTY ATTORNEY REPORTS AND REQUESTS

COUNTY ADMINISTRATOR REPORTS AND REQUESTS

REPORTS

Office of the Comptroller – Russell County’s Subrecipient CARES Review
Report……………………………………………………………………………………….D-1
Virginia Department of Agriculture and Consumer Services – Russell
County’s Animal Shelter Report………………………………………………………D-2
VDOT Monthly Road System Report……………………………………………………D-3
Castlewood & Honaker Cannery Opens (July 25th, 2023)…………………………D-4

REQUESTS

Russell County Recovery Inc Opioid Grant Application FY22/23 - $26,000 &
FY23/24 - $111,200………………………………………………………………….…….D-5

Agenda Board of Supervisors

RC Library Board

Yvonne Dye 3-Year Term Susan Breeding 3-Year Term

RC Department of Social Services (DSS)

Brian Ferguson 4-Year Term Sharon Owens 4-Year Term

Russell County Tourism Advisory Committee

Alice Meade 4-Year Term Doug Hubbard 4-Year Term Lisa Hubbard 4-Year Term Jennifer Chumbley 4-Year Term Dustin Blackson 4-Year Term Carly Bruck 4-Year Term Janice Halsey 4-Year Term

CITIZEN’S COMMENT PERIOD (Limited to 3 Minutes) CONSTITUTIONAL OFFICER REPORTS AND REQUESTS COUNTY ATTORNEY REPORTS AND REQUESTS COUNTY ADMINISTRATOR REPORTS AND REQUESTS

REPORTS

June 30, 2023 June 30, 2023

June 30, 2023 June 30, 2023 June 30, 2023 June 30, 2023 June 30, 2023 June 30, 2023 June 30, 2023

July 10, 2023

Office of the Comptroller — Russell County’s Subrecipient CARES Review

Report…

Virginia Department of Agriculture and Consumer Services — Russell

County’s Animal Shelter Report…

VDOT Monthly Road System Report.
Castlewood & Honaker Cannery Opens (July 25", 2023)…

REQUESTS

Russell County Recovery Inc Opi FY23/24 - $111,200.

Grant Application FY22/23 - $26,000 &

Russell County

Agenda Board of Supervisors July 10, 2023

Russell County Page 3

Department of Criminal Justice Services – SRO Incentive Grant Program –

SRO Grant 24-290-B - $222,210 & SRO Grant 24-422-A - $222,208………………D-6

Department of Criminal Justice Services – ARPA Law Enforcement
Equipment Grant $481,000 …………………………………………………………….D-7
Wellspring Foundation of Southwest VA – Dante Steam Building Restoration
Project & Bernie Williams Workforce Center Grant - $113,877……….…………D-8
Virginia Coalfield Economic Development Authority (VCEDA) Grant -
$25,000 - Laurel Bed Lake Feasibility Study Request for Quotes (RFQ)…D-9
Department of Criminal Justice – Victim Witness Grant - $65,100………………D-10
Marc Mero – Champion of Choices – RC School Event - $6,000…………………D-11
Highlands Juvenile Detention Alternatives Program Resolution……………….D-12
RC Landfill Industrial Tire Shredder Quotes/Bids…………………………………D-13
Commissioner of Revenue, Library, & Emergency Management Travel
Requests……………………………………………………………………………………D-14
RC Planning Commission Plat…………………………………………………………D-15 .

BOARD DISCUSSIONS & REMINDERS

ADJOURNMENT

COUNTY AGENCY / BOARD REPORTS:

• Treasurer’s Report ………………………………………………………………………E • RC IDA ………………………………………………………………………………………F • RC PSA ……………………………………………………………………………………G • Castlewood W&S …………………………………………………………………………H • RC Tourism…………………………………………………………………………………I • RC Planning Commission ………………………………………………………………J • Conference Center………………………………………………………………………K • RC Fitness Center……………………………………………………………………….L • RC Transportation & Safety……………………………………………………………M • RC Cannery Reports…………………………………………………………………….N • RC Building Inspector……………………………………………………………………O • RC Litter Report………………………………………………………………………….P

Agenda Board of Supervisors July 10, 2023

Department of Criminal Justice Services — SRO Incentive Grant Program — SRO Grant 24-290-B - $222,210 & SRO Grant 24-422-A - $222,208…
Department of Criminal Justice Services — ARPA Law Enforcement Equipment Grant $481,000 …
Wellspring Foundation of Southwest VA — Dante Steam Building Restoration Project & Bernie Williams Workforce Center Grant - $113,877.
Virginia Coalfield Economic Development Authority (VCEDA) Grant - $25,000 - Laurel Bed Lake Feasibility Study Request for Quotes (RFQ)…

10.Department of Criminal Justice - Victim Witness Grant - $65,100…

11.Marc Mero — Champion of Choices — RC School Event - $6,001

12.Highlands Juvenile Detention Alternatives Program Resolution…

13.RC Landfill Industrial Tire Shredder Quotes/Bids.

Commissioner of Revenue, Library, & Emergency Management Travel Requests.

15.RC Planning Commission Plat.

BOARD DISCUSSIONS & REMINDERS ADJOURNMENT COUNTY AGENCY / BOARD REPORTS:

Treasurer’s Report. RC IDA. RC PSA Castlewood W&S RC Tourism… RC Planning Commission . Conference Center. RC Fitness Center. RC Transportation & Safety. RC Cannery Reports… RC Building Inspecto RC Litter Report…

Russell County Page 3

                 PROCLAMATION 
                                                Honoring 

                                Mrs. Velma Mabry House

WHEREAS, Russell County Virginia Board of County Supervisors are delighted to have residents of Russell County in Dante, Virginia with good morality and Citizenship; and

WHEREAS, Mrs. Velma Mabry House born July 12, 1923 in Spartanburg, South Carolina to the parents of Elizabeth and Emmanuel Mabry, and as a child relocating to Russell County as a long-term resident in 1930; and

WHEREAS, after graduating from Swift Memorial College in Rogersville, Tennessee, and deeply committed to educating “Others” in 1941 started her professional teaching career, in which she taught for many years in several schools in Russell County including Arty-Lee High School in Sawmill Hollow, Lebanon, and Dante elementary schools until retirement in the early 1980’s; and

PROCLAMATION

Honoring

Mrs. Velma Mabry House

WHEREAS, Russell County Virginia Board of County Supervisors are delighted to have residents of Russell County in Dante, Virginia with good morality and Citizenship; and

WHEREAS, faithfully serving her community, on the Dante Lives On Board, presently serving as “Mother of” First Mount Calvary Baptist Church, as well, Clinch River Missionary Baptist Association, and previously engaged with various committees, mission boards, and most recently fully relinquishing her duties as Church Treasurer; and

WHEREAS, as paraphrased by Mrs. Velma Mabry House “Others” from Charles D. Meigs’ “Lord Help Me Live From Day to Day”: “… Others Lord, yes others, let this my moto be, for even when I kneel to pray, my thoughts will be of Others”; and

WHEREAS, we come to this momentous occasion to celebrate the prestigious centenary birth day of Mrs. Velma Mabry House, reaching this super major milestone in her life of the wonderful age of One Hundred,

                     (100th Birthday);

WHEREAS, as paraphrased by Mrs. Velma Mabry House “Others” from Charles D. Meigs’ “Lord Help Me Live From Day to Day”: “… Others Lord, yes others, let this my moto be, for even when | kneel to pray, my thoughts will be of Others”; and

(100 Birthday);

NOW, THEREFORE, BE IT RESOLVED, THE RUSSELL COUNTY BOARD OF SUPERVISORS, do herby proclaim
July 12, 2023 the first annual:

         “VELMA MABRY HOUSE DAY”

in Russell County, Virginia and invites all residents to observe and commemorate throughout the week of a well lived life.

NOW, THEREFORE, BE IT RESOLVED, THE RUSSELL COUNTY BOARD OF SUPERVISORS, do herby proclaim July 12, 2023 the first annual:

“VELMA MABRY HOUSE DAY”

in Russell County, Virginia and invites all residents to observe and commemorate throughout the week of a well lived life.

 Board of Supervisors                       Action Item B-1

137 Highland Drive Presenter: Chairperson Lebanon, VA 24266

      Meeting: 7/10/23       6:00 PM

Russell County Government Center

137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011 www.russellcountyva.us

Approval of Minutes

Request approval of the minutes from the following meeting:

o Unapproved minutes of June 5, 2023

o Unapproved minutes of June 26, 2023

STAFF RECOMMENDATION(s): Board discretion

SUGGESTED MOTION(s): Motion to approve Board Minutes.

ATTACHMENTS:

• Board Minutes

Board of Supervisors 137 Highland Drive Lebanon, VA 24266

Meeting: 7/10/23 6:00 PM

Action Item B-1 Presenter: Chairperson

Approval of Minutes

Request approval of the minutes from the following meeting: © Unapproved minutes of June 5, 2023 © Unapproved minutes of June 26, 2023

STAFF RECOMMENDATION(s): Board discretion

SUGGESTED MOTION(: Motion to approve Board Minutes.

ATTACHMENTS:

Board Minutes

Russell County Government Center

137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011

www.russellcountyva.us

June 05, 2023

A regular monthly meeting of the Russell County Board of Supervisors was held on Monday, June 05, 2023 beginning with regular session at 5:00 pm followed by the regular monthly meeting at 6:00 pm at the Russell County Government Center in Lebanon, Virginia.

The Clerk called the meeting to order.

Roll Call by the Clerk:

Present:

Tim Lovelace Lou Wallace Carl Rhea David Eaton Steve Breeding Rebecca Dye Oris Christian

Lonzo Lester, Clerk Vicki Porter, Deputy Clerk Katie Patton, County Attorney

Absent:

None

EXECUTIVE (CLOSED) SESSION

Motion made by Steve Breeding, second Oris Christian and duly approved by the Board of Supervisors to enter into Executive (closed) Session to discuss legal matters pursuant to Section 2.2-3711(A)(7)(8) – Legal discussions concerning RC Public Service Authority (PSA) – Civil Action No. CL22-653 Crossroads Engineering LLC vs. The Russell County Public Service Authority.

The vote was: Aye: Steve Breeding, Oris Christian, Lou Wallace, Tim Lovelace, Carl Rhea, Rebecca Dye and David Eaton Nay: None

APPROVAL TO RETURN TO REGULAR SESSION

Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to return to regular session.

The vote was: Aye: Steve Breeding, David Eaton, Tim Lovelace, Carl Rhea, Lou Wallace, Rebecca Dye and Oris Christian Nay: None

June 05, 2023

The Clerk called the meeting to order. Roll Call by the Clerk: Present:

Tim Lovelace Lou Wallace Carl Rhea David Eaton Steve Breeding Rebecca Dye Oris Christian

Lonzo Lester, Clerk Vicki Porter, Deputy Clerk Katie Patton, County Attorney

Absent:

None

EXECUTIVE (CLOSED) SESSION

Motion made by Steve Breeding, second Oris Christian and duly approved by the Board of Supervisors to enter into Executive (closed) Session to discuss legal matters pursuant to Section 2.2-3711(A)(7)(8) — Legal discussions concerning RC Public Service Authority (PSA) Civil Action No. CL22-653 Crossroads Engineering LLC vs. The Russell County Public Service Authority.

The vote was: Aye: Steve Breeding, Oris Christian, Lou Wallace, Tim Lovelace, Carl Rhea, Rebecca Dye and David Eaton Nay: None

APPROVAL TO RETURN TO REGULAR SESSION

Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to return to regular session.

The vote was: ‘Aye: Steve Breeding, David Eaton, Tim Lovelace, Carl Rhea, Lou Wallace, Rebecca Dye and Oris Christian Nay: None

CERTIFICATION OF EXECUTIVE (CLOSED) SESSION

Pursuant to §2.2-3712 (D) of the Code of Virginia 1950, as amended, each member of the Board of Supervisors upon the Roll Call certifies that to the best of their knowledge (i) only public business matters lawfully exempted from the open meeting requirements under the Virginia Freedom of Information Act and (ii) only such public business matters that were identified in the motion(s) by which the closed meeting was convened were heard, discussed or considered in the meeting by the Board of Supervisors. Any member of the Board of Supervisors who believes that there was a departure from the requirements of clauses (i) and (ii) above shall so state prior to the vote, indicating the substance of the departure that, in his or her judgment, has taken place. Are there any Supervisors who believe a departure has taken place? Seeing none if you agree that the matters heard, discussed, or considered during the closed meeting were pursuant only to the motion(s) by which the closed meeting was convened, please signify by saying aye or yes.

Tim Lovelace - Aye Lou Ann Wallace - Aye Carl Rhea - Aye Steve Breeding - Aye David Eaton - Aye Rebecca Dye - Aye Oris Christian - Aye

The Clerk called the meeting to order.

Invocation by Caleb Johnson, followed by the Pledge of Allegiance to the Flag.

APPROVAL OF THE AGENDA

Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to approve the agenda.

The vote was: Aye: Steve Breeding, David Eaton, Carl Rhea, Tim Lovelace, Lou Wallace, Rebecca Dye and Oris Christian
Nay: None

PUBLIC HEARING HELD ON THE FY 2023/2024 COUNTY WIDE BUDGET

Pursuant to being advertised in a local newspaper for two (2) consecutive weeks, a public hearing was held on the FY 2023/2024 County Wide Budget.

The Chair opened the public hearing to comments, hearing none the public hearing was closed.

CERTIFICATION OF EXECUTIVE (CLOSED) SESSION

‘Any member of the Board of Supervisors who believes that there was a departure from the requirements of clauses (i) and (ii) above shall so state prior to the vote, indicating the substance of the departure that, in his or her judgment, has taken place.

‘Are there any Supervisors who believe a departure has taken place?

Seeing none if you agree that the matters heard, discussed, or considered during the closed meeting were pursuant only to the motion(s) by which the closed meeting was convened, please signify by saying aye or yes.

Tim Lovelace - Aye Lou Ann Wallace - Aye Carl Rhea - Aye

Steve Breeding - Aye David Eaton - Aye Rebecca Dye - Aye. Oris Christian - Aye

The Clerk called the meeting to order. Invocation by Caleb Johnson, followed by the Pledge of Allegiance to the Flag, APPROVAL OF THE AGENDA

Motion made by Steve Breeding, second David Eaton and duly approved by the Board of Supervisors to approve the agenda

The vote was: ‘Aye: Steve Breeding, David Eaton, Carl Rhea, Tim Lovelace, Lou Wallace, Rebecca Dye and Oris Christian Nay: None

PUBLIC HEARING HELD ON THE FY 2023/2024 COUNTY WIDE BUDGET

Pursuant to being advertised in a local newspaper for two (2) consecutive weeks, a public hearing was held on the FY 2023/2024 County Wide Budget.

The Chair opened the public hearing to comments, hearing none the public hearing was closed.

Presentations

Dr. Kim Hooker – RC School Superintendent gave the Annual School Board Report and introduced the new Director of Finance, Brooke Webb.

New Business

APPROVAL OF THE MAY 01, 2023 AND MAY 22, 2023 MINUTES

Motion made by Steve Breeding, second Carl Rhea and duly approved by the Board of Supervisors to approve the May 01, 2023 and May 22, 2023 minutes and dispense with the reading thereof.

The vote was: Aye: Steve Breeding, Carl Rhea, Lou Wallace, Tim Lovelace, David Eaton, Rebecca Dye and Oris Christian Nay: None

APPROVAL OF GENERAL COUNTY INVOICES

Motion made by Steve Breeding, second Tim Lovelace and duly approved by the Board of Supervisors to approve general county invoices in the amount of $1,056,002.72, including reoccurring and withholdings.

The vote was: Aye: Steve Breeding, Tim Lovelace, Carl Rhea, Lou Wallace, David Eaton, Rebecca Dye and Oris Christian Nay: None

The Chair tabled all committee appointments.

Citizens’ Comment

The Chair opened the meeting to public comments.

Linda Couch, Mayor for the Town of Cleveland asked that the Board donate to the Cleveland 4th of July celebration.

APPROVAL OF A $500 APPROPRIATION TO LEBANON, CLEVELAND AND HONAKER 4TH OF JULY CELEBRATIONS

Motion made by Carl Rhea, second Steve Breeding and duly approved by the Board of Supervisors to approve a $500 donation to the Town of Lebanon, Town of Honaker and the Town of Cleveland for their 4th of July Celebrations.

The vote was: Aye: Carl Rhea, Steve Breeding, David Eaton, Tim Lovelace, Lou Wallace, Rebecca Dye and Oris Christian Nay: None

Presentations

Dr. Kim Hooker — RC School Superintendent gave the Annual School Board Report and introduced the new Director of Finance, Brooke Webb.

New Business

APPROVAL OF THE MAY 01, 2023 AND MAY 22, 2023 MINUTES

Motion made by Steve Breeding, second Carl Rhea and duly approved by the Board of Supervisors to approve the May 01, 2023 and May 22, 2023 minutes and dispense with the reading thereof.

The vote was: ‘Aye: Steve Breeding, Carl Rhea, Lou Wallace, Tim Lovelace, David Eaton, Rebecca Dye and Oris Christian Nay: None

APPROVAL OF GENERAL COUNTY INVOICES Motion made by Steve Breeding, second Tim Lovelace and duly approved by the Board of Supervisors to approve general county invoices in the amount of $1,056,002.72, including reoccurring and withholdings. The vote was: Aye: Steve Breeding, Tim Lovelace, Carl Rhea, Lou Wallace, David Eaton, Rebecca Dye and Oris Christian

Nay: None

The Chair tabled all committee appointments.

ens’ Comment The Chair opened the meeting to public comments.

Linda Couch, Mayor for the Town of Cleveland asked that the Board donate to the Cleveland 4th of July celebration,

APPROVAL OF A $500 APPROPRIATION TO LEBANON, CLEVELAND AND HONAKER 4™ OF JULY CELEBRATIONS

The vote was: Aye: Carl Rhea, Steve Breeding, David Eaton, Tim Lovelace, Lou Wallace, Rebecca Dye and Oris Christian Nay: None

Citizens’ Comment continued:

Jerry Connor commented that he had issues with the County PSA and the Community Work Program.
He also was concerned about the numerous break ins in the county recently.

Wanda Burke, Lebanon commented that she would be very disappointed if the Board doesn’t approve a donation to the Mark Maro event. She also stated that she would make it extremely public if the Board did not help with this.

The Chair closed public comment.

APPROVAL OF A VDOT RESOLUTION TO DISMISS THE PETITION FOR ABANDOMENT OF RTE. 871

Motion made by Oris Christian, second Carl Rhea and duly approved by the Board of Supervisors to approve a VDOT Resolution to dismiss the petition for abandonment of Rte. 871.

The vote was: Aye: Oris Christian, Carl Rhea, Tim Lovelace, David Eaton, Steve Breeding, Lou Wallace and Rebecca Dye Nay: None

The Chair set a Budget meeting date of June 26, 2023 at 6:00 pm.

APPROVAL TO MOVE THE JULY BOARD MEETING TO JULY 10, 2023 AT 6:00 PM

Motion made by Steve Breeding, second Carl Rhea and duly approved by the Board of Supervisors to move the July 03, 2023 Board of Supervisors meeting to Monday, July 10, 2023 at 6:00 pm.

The vote was: Aye: Steve Breeding, Carl Rhea, Tim Lovelace, Lou Wallace, David Eaton, Rebecca Dye and Oris Christian Nay: None

APPROVAL OF THE CPRMA CONTRACT AND THE SOLID WASTE TRANSPORTAION CONTRACT

Motion made by Tim Lovelace, second Carl Rhea and duly approved by the Board of Supervisors to approve the Cumberland Plateau Regional Waste Management Authority Disposal Contract and the Solid Waste Transportation Contract.

The vote was: Aye: Tim Lovelace, Carl Rhea, David Eaton, Steve Breeding, Lou Wallace, Rebecca Dye and Oris Christian Nay: None

APPROVAL OF A VDOT RESOLUTION FOR A TEMPORARY BRIDGE CLOSURE OF RTE.687

Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors to approve a VDOT Resolution supporting a temporary bridge closure of Rte. 687 for bridge replacement.

The vote was: Aye: David Eaton, Steve Breeding, Carl Rhea, Tim Lovelace, Lou Wallace, Rebecca Dye and Oris Christian

Citizens’ Comment continued:

Jerry Connor commented that he had issues with the County PSA and the Community Work Program. He also was concerned about the numerous break ins in the county recently.

The Chair closed public comment.

APPROVAL OF A VDOT RESOLUTION TO DISMISS THE PETITION FOR ABANDOMENT OF RTE. 871

Motion made by Oris Christian, second Carl Rhea and duly approved by the Board of Supervisors to approve a VDOT Resolution to dismiss the petition for abandonment of Rte. 871.

The vote was:

Aye: Oris Christian, Carl Rhea, Tim Lovelace, David Eaton, Steve Breeding, Lou Wallace and Rebecca Dye Nay: None

The Chair set a Budget meeting date of June 26, 2023 at 6:00 pm.

APPROVAL TO MOVE THE JULY BOARD MEETING TO JULY 10, 2023 AT 6:00 PM

Motion made by Steve Breeding, second Carl Rhea and duly approved by the Board of Supervisors to move the July 03, 2023 Board of Supervisors meeting to Monday, July 10, 2023 at 6:00 pm.

The vote was: Aye: Steve Breeding, Carl Rhea, Tim Lovelace, Lou Wallace, David Eaton, Rebecca Dye and Oris Christian Nay: None

APPROVAL OF THE CPRMA CONTRACT AND THE SOLID WASTE TRANSPORTAION CONTRACT Motion made by Tim Lovelace, second Carl Rhea and duly approved by the Board of Supervisors to approve the Cumberland Plateau Regional Waste Management Authority Disposal Contract and the Solid Waste Transportation Contract.

The vote was:

‘Aye: Tim Lovelace, Carl Rhea, David Eaton, Steve Breeding, Lou Wallace, Rebecca Dye and Oris Christian

Nay: None

APPROVAL OF A VDOT RESOLUTION FOR A TEMPORARY BRIDGE CLOSURE OF RTE.687

Motion made by David Eaton, second Steve Breeding and duly approved by the Board of Supervisors to approve a VDOT Resolution supporting a temporary bridge closure of Rte. 687 for bridge replacement.

The vote was: ‘Aye: David Eaton, Steve Breeding, Carl Rhea, Tim Lovelace, Lou Wallace, Rebecca Dye and Oris Christian

Nay: None

The Chair adjourned to reconvene on Monday, June 26, 2023 at 6:00 pm.

Clerk of the Board Chairperson

Nay: None

The Chair adjourned to reconvene on Monday, June 26, 2023 at 6:00 pm.

Clerk of the Board Chairperson

June 26, 2023

A reconvened mee�ng of the Russell County Board of Supervisors was held on Monday, June 26, 2023 at 6:00 pm at the Russell County Government Center in Lebanon, Virginia.

The Clerk called the mee�ng to order.

Roll Call by the Clerk:

Present: Tim Lovelace Lou Wallace David Eaton – par�cipa�ng remotely (by phone) from Charleston, SC Carl Rhea Steve Breeding Rebecca Dye Oris Chris�an

Lonzo Lester, Clerk Vicki Porter, Deputy Clerk Ka�e Paton, County Atorney

Absent: None

Invoca�on by Caleb Johnson, followed by the Pledge of Allegiance to the Flag.

APPROVAL OF THE AGENDA

Mo�on made by Steve Breeding, second Tim Lovelace and duly approved by the Board of Supervisors to approve the agenda as amended to allow David Eaton, Supervisor to par�cipate and vote remotely from Charleston, SC where he is currently on vaca�on. This is pursuant to Virginia code sec�on 2.2 3708.3 as adopted by Russell County.

The vote was: Aye: Steve Breeding, Tim Lovelace, Carl Rhea, Lou Wallace, Rebecca Dye and Oris Chris�an Nay: None

PUBLIC HEARING HELD ON THE RUSSELL COUNTY FY 2023/2024 COUNTY-WIDE BUDGET

Pursuant to being adver�sed in a local newspaper for two (2) consecu�ve weeks, a public hearing was held on the Russell County FY 2023/2024 County-Wide Budget.

The Chair opened the public hearing to comments.

Charlie Hess stated that convenience sites or trash sites are not convenient for the ci�zens and the Board needs to work on this.

Hearing no other comments, the public hearing was closed.

June 26, 2023

Areconvened meeting of the Russell County Board of Supervisors was held on Monday, June 26, 2023 at 6:00 pm at the Russell County Government Center in Lebanon, Virginia.

The Clerk called the meeting to order. Roll Call by the Clerk:

Present: Tim Lovelace Lou Wallace

David Eaton — participating remotely (by phone) from Charleston, SC Carl Rhea

Steve Breeding

Rebecca Dye

Oris Christian

Lonzo Lester, Clerk Vicki Porter, Deputy Clerk Katie Patton, County Attorney

Absent: None

Invocation by Caleb Johnson, followed by the Pledge of Allegiance to the Flag, ‘APPROVAL OF THE AGENDA

Motion made by Steve Breeding, second Tim Lovelace and duly approved by the Board of Supervisors to approve the agenda as amended to allow David Eaton, Supervisor to participate and vote remotely from Charleston, SC where he is currently on vacation. This is pursuant to Virginia code section 2.2 3708.3 as adopted by Russell County.

The vote was: Aye: Steve Breeding, Tim Lovelace, Carl Rhea, Lou Wallace, Rebecca Dye and Oris Christian Nay: None PUBLIC HEARING HELD ON THE RUSSELL COUNTY FY 2023/2024 COUNTY-WIDE BUDGET

Pursuant to being advertised in a local newspaper for two (2) consecutive weeks, a public hearing was held on the Russell County FY 2023/2024 County-Wide Budget.

The Chair opened the public hearing to comments,

Charlie Hess stated that convenience sites or trash sites are not convenient for the citizens and the Board needs to work on this.

Hearing no other comments, the public hearing was closed.

Presenta�ons

Cheryl Robinete, Russell County Recovery, Inc. addressed the board concerning an Opioid Program Grant Applica�on for her organiza�on. She commented that the support of the Russell County’s Ministerial Associa�on was phenomenal.

Lonzo Lester, County Administrator gave a detailed presenta�on and update on the Russell County FY2023/2024 County- Wide Budget.

APPROVAL OF FY 2023/2024 GENERAL OPERATING BUDGET

Mo�on made by Steve Breeding, second Carl Rhea and duly approved by the Board of Supervisors to approve the FY 2023/2024 County- Wide General Opera�ng Budget.

The vote was: Aye: Steve Breeding, Carl Rhea, Tim Lovelace, Lou Wallace, David Eaton, Rebecca Dye and Oris Chris�an Nay: None

A RESOLUTION TO APPROVE THE BUDGETS, AS AMENDED, AND APPROPRIATE FUNDS FOR THE COUNTY OF RUSSELL AND THE RUSSELL COUNTY SCHOOL DIVISION FOR THE FISCAL YEAR BEGINNING JULY 1, 2023, AND ENDING JUNE 30, 2024

WHEREAS, the Budget/Finance Commitee has submited to the Russell County Board of Supervisors a proposed annual budget for the County for the fiscal year beginning July 1, 2023, and ending June 30, 2024, which has been reviewed by the Board of Supervisors; and

WHEREAS, it is necessary to adopt said budget and appropriate sufficient funds to cover the requirements included therein; and

WHEREAS, the Board of Supervisors, in exercising its independent judgment and in concert with

the Russell County School Board, has considered the school’s annual opera�ng budget; and

WHEREAS, a�er considering the availability of local funds, approval of the Russell County School

Board’s Fiscal Year 2023/2024 Educa�onal Budget is based upon funding from the federal government in the amount of $7,426,790; from the state government in the amount of $35,583,975; from the local appropria�ons in the amount of $9,101,317; and other local revenues in the amount of $472,554;

BE IT FURTHER RESOLVED that the annual budget in the sum of $1,978,600 for fiscal year

2023/2024 be, and is hereby, approved for the opera�on of food service programs authorized and approved by the Russell County School Board subject to and con�ngent upon the availability of funds;

BE IT STILL FURTHER RESOLVED that the $9,101,317 appropriated above from the General Fund

for Educa�on, includes $8,024,781 for the local contribu�on to the School Division for support of the school opera�on budget;

BE IT STILL FURTHER RESOLVED that an annual appropria�on in the sum of $1,076,536 for fiscal

year 2023/2024 be, and is hereby, made for school debt service; for a total amount of $9,101,317

Presentations

Cheryl Robinette, Russell County Recovery, Inc. addressed the board concerning an Opioid Program Grant Application for her organization. She commented that the support of the Russell County’s Ministerial Association was phenomenal.

Lonzo Lester, County Administrator gave a detailed presentation and update on the Russell County FY2023/2024 County- Wide Budget.

APPROVAL OF FY 2023/2024 GENERAL OPERATING BUDGET

Motion made by Steve Breeding, second Carl Rhea and duly approved by the Board of Supervisors to approve the FY 2023/2024 County- Wide General Operating Budget.

The vote was: ‘Aye: Steve Breeding, Carl Rhea, Tim Lovelace, Lou Wallace, David Eaton, Rebecca Dye and Oris Christian Nay: None

WHEREAS, the Budget/Finance Committee has submitted to the Russell County Board of Supervisors a proposed annual budget for the County for the fiscal year beginning July 1, 2023, and ending June 30, 2024, which has been reviewed by the Board of Supervisors; and

WHEREAS, it is necessary to adopt said budget and appropriate sufficient funds to cover the requirements included therein; and

WHEREAS, the Board of Supervisors, in exercising its independent judgment and in concert with the Russell County School Board, has considered the school’s annual operating budget; and

WHEREAS, after considering the availability of local funds, approval of the Russell County School Board’s Fiscal Year 2023/2024 Educational Budget is based upon funding from the federal government in the amount of $7,426,790; from the state government in the amount of $35,583,975; from the local appropriations in the amount of $9,101,317; and other local revenues in the amount of $472,554;

BE IT FURTHER RESOLVED that the annual budget in the sum of $1,978,600 for fiscal year 2023/2024 be, and is hereby, approved for the operation of food service programs authorized and approved by the Russell County School Board subject to and contingent upon the availability of funds;

BE IT STILL FURTHER RESOLVED that the $9,101,317 appropriated above from the General Fund for Education, includes $8,024,781 for the local contribution to the School Division for support of the school operation budget;

BE IT STILL FURTHER RESOLVED that an annual appropriation in the sum of $1,076,536 for fiscal year 2023/2024 be, and is hereby, made for school debt service; for a total amount of $9,101,317

appropriated for the Russell County School Division subject to and con�ngent upon the availability of funds;

NOW THEREFORE, BE IT RESOLVED by the Russell County Board of Supervisors this 26th day of

June 2023, that the fiscal year 2023/2024 annual budget of the Russell County School Division for school opera�ons in the amount of $54,563,236 be, and is hereby, approved subject to and con�ngent upon the availability of funds as indicated in the preamble hereto;

BE IT STILL FURTHER RESOLVED that the following annual appropria�ons for fiscal year 2023/2024

be, and are hereby, made in the General Fund for the following func�ons:

Func�on Amount

General Administra�on $ 2,365,771 Judicial Administra�on 3,167,728 Public Safety 6,626,791 Environmental Control 2,507,714 General Services 1,049,521 Health and Welfare 1,377,676 Educa�on 9,334,518 Parks, Recrea�on & Cultural 572,799 Community Development 392,830 Non-Departmental 276,000 Capital Outlay & Transfers to Other Funds 521,900 Debt Service 982,443 Total General Fund $ 29,175,691

BE IT STILL FURTHER RESOLVED that the County Administrator be, and is hereby, authorized to

transfer the appropria�ons in the General Fund Non-Departmental func�on to the related categories in the various General Fund func�ons.

BE IT STILL FURTHER RESOLVED that the annual appropria�on in the sum of $375,000 for fiscal

year 2023/2024 be, and is hereby, made in the Coal Road Fund.

BE IT STILL FURTHER RESOLVED that the annual appropria�on in the sum of $203,032 for fiscal

year 2023/2024 be, and is hereby, made in the Southwest Virginia ASAP Fund.

BE IT STILL FURTHER RESOLVED that the annual appropria�on in the sum of $5,494,856 for fiscal

year 2023/2024, and is hereby, made in the Social Services Fund for the Russell County Department of Social Services and is hereby, approved subject to and con�ngent upon the availability of funds as indicated in the preamble hereto.

BE IT STILL FURTHER RESOLVED that the annual appropria�on of the Social Services Fund be, and

is hereby, increased if and when addi�onal federal and/or state funds or local contribu�ons become available. The County Administrator shall advise the Board of Supervisors in wri�ng of all such ac�ons.

appropriated for the Russell County School Division subject to and contingent upon the availability of funds;

NOW THEREFORE, BE IT RESOLVED by the Russell County Board of Supervisors this 26th day of June 2023, that the fiscal year 2023/2024 annual budget of the Russell County School Division for school operations in the amount of $54,563,236 be, and is hereby, approved subject to and contingent upon the availability of funds as indicated in the preamble hereto;

BE IT STILL FURTHER RESOLVED that the following annual appropriations for fiscal year 2023/2024 be, and are hereby, made in the General Fund for the following functions:

Function Amount General Administration $ 2,365,771 Judicial Administration 3,167,728 Public Safety 6,626,791 Environmental Control 2,507,714 General Services 1,049,521 Health and Welfare 1,377,676 Education 9,334,518 Parks, Recreation & Cultural 572,799 Community Development 392,830 Non-Departmental 276,000 Capital Outlay & Transfers to Other Funds 521,900 Debt Service 982,443

Total General Fund ‘$29,175,691

BE IT STILL FURTHER RESOLVED that the County Administrator be, and is hereby, authorized to transfer the appropriations in the General Fund Non-Departmental function to the related categories in the various General Fund functions.

BE IT STILL FURTHER RESOLVED that the annual appropriation in the sum of $375,000 for fiscal year 2023/2024 be, and is hereby, made in the Coal Road Fund.

BE IT STILL FURTHER RESOLVED that the annual appropriation in the sum of $203,032 for fiscal year 2023/2024 be, and is hereby, made in the Southwest Virginia ASAP Fund.

BE IT STILL FURTHER RESOLVED that the annual appropriation in the sum of $5,494,856 for fiscal year 2023/2024, and is hereby, made in the Social Services Fund for the Russell County Department of Social Services and is hereby, approved subject to and contingent upon the availability of funds as indicated in the preamble hereto,

BE IT STILL FURTHER RESOLVED that the annual appropriation of the Social Services Fund be, and is hereby, increased if and when additional federal and/or state funds or local contributions become available. The County Administrator shall advise the Board of Supervisors in writing of all such actions.

BE IT STILL FURTHER RESOLVED that the annual appropria�on in the sum of $1,400,0000 for fiscal

year 2023/2024 be, and is hereby, made in the Comprehensive Services Act Fund and is hereby, approved subject to and con�ngent upon the availability of funds as indicated in the preamble hereto.

BE IT STILL FURTHER RESOLVED that the annual contribu�ons that are hereby appropriated shall

be disbursed on a monthly basis with the amount disbursed not to exceed one-twel�h of the total appropria�on, unless otherwise agreed upon. Contribu�ons to the Russell County School Division and the Russell County Department of Social Services are exempt from this limita�on. In addi�on, the County Administrator may require writen reports on how previous alloca�on(s) was/were spent before any future disbursements are made.

BE IT STILL FURTHER RESOLVED that the funds be, and are hereby, appropriated for fiscal year

2023/2024 in the various funds for con�nuing capital and special projects and grants as of June 30, 2022, not to exceed the Restricted, Commited and Assigned Fund Balances as recorded in the County’s audited accoun�ng records. The County Administrator shall advise the Board of Supervisors in wri�ng of all such ac�ons.

BE IT STILL FURTHER RESOLVED that the County Administrator be, and is hereby, authorized to

transfer funds within appropria�on func�ons. These transfers may be made to allow the disbursement of funds for unan�cipated costs incurred in daily County opera�ons and any such transfer may not result in a change in the total appropriated within the func�on.

BE IT STILL FURTHER RESOLVED that the County Administrator is hereby the authorized signer for

the County pety cash account available to allow for emergency purchases in daily County opera�ons.

BE IT STILL FURTHER RESOLVED that the Board of Supervisors may amend this budget to adjust

the aggregate amount to be appropriated during the current fiscal year as prescribed by § 15.2-2507 of the Code of Virginia of 1950, as amended, for all Russell County Departments, Russell County School Divisions, and Russell County Cons�tu�onal Offices.

BE IT STILL FURTHER RESOLVED that the Board of Supervisors will amend the Fiscal Year 2023/2024

County-wide Budget to reflect same percen�le of the State-wide Budget approved by the General Assembly for the Fiscal Year 2023/2024 Appropria�ons for a state-wide employee salary increase.

APPROVAL TO OPEN THE CONVENIENCE SITES ON WEDNESDAYS FROM 12:00 PM TO 7:00 PM

Mo�on made by Steve Breeding, second Carl Rhea and duly approved by the Board of Supervisors to approve the opening of all Russell County Convenience Sites on Wednesdays from 12:00 pm to 7:00 pm.

The vote was: Aye: Steve Breeding, Carl Rhea, Lou Wallace, Tim Lovelace, David Eaton, Rebecca Dye and Oris Chris�an Nay: None

BE IT STILL FURTHER RESOLVED that the annual appropriation in the sum of $1,400,000 for fiscal year 2023/2024 be, and is hereby, made in the Comprehensive Services Act Fund and is hereby, approved subject to and contingent upon the availability of funds as indicated in the preamble hereto.

BE IT STILL FURTHER RESOLVED that the annual contributions that are hereby appropriated shall be disbursed on a monthly basis with the amount disbursed not to exceed one-twelfth of the total appropriation, unless otherwise agreed upon. Contributions to the Russell County School Division and the Russell County Department of Social Services are exempt from this limitation. In addition, the County ‘Administrator may require written reports on how previous allocation(s) was/were spent before any future disbursements are made.

BE IT STILL FURTHER RESOLVED that the funds be, and are hereby, appropriated for fiscal year 2023/2024 in the various funds for continuing capital and special projects and grants as of June 30, 2022, not to exceed the Restricted, Committed and Assigned Fund Balances as recorded in the County’s audited accounting records. The County Administrator shall advise the Board of Supervisors in writing of all such actions.

BE IT STILL FURTHER RESOLVED that the County Administrator be, and is hereby, authorized to transfer funds within appropriation functions. These transfers may be made to allow the disbursement of funds for unanticipated costs incurred in daily County operations and any such transfer may not result in a change in the total appropriated within the function.

BE IT STILL FURTHER RESOLVED that the County Administrator is hereby the authorized signer for the County petty cash account available to allow for emergency purchases in daily County operations.

BE IT STILL FURTHER RESOLVED that the Board of Supervisors may amend this budget to adjust the aggregate amount to be appropriated during the current fiscal year as prescribed by § 15.2-2507 of the Code of Virginia of 1950, as amended, for all Russell County Departments, Russell County School Divisions, and Russell County Constitutional Offices.

BE IT STILL FURTHER RESOLVED that the Board of Supervisors will amend the Fiscal Year 2023/2024

County-wide Budget to reflect same percentile of the State-wide Budget approved by the General ‘Assembly for the Fiscal Year 2023/2024 Appropriations for a state-wide employee salary increase.

APPROVAL TO OPEN THE CONVENIENCE SITES ON WEDNESDAYS FROM 12:00 PM TO 7:00 PM

Motion made by Steve Breeding, second Carl Rhea and duly approved by the Board of Supervisors to approve the opening of all Russell County Convenience Sites on Wednesdays from 12:00 pm to 7:00 pm.

The vote was: ‘Aye: Steve Breeding, Carl Rhea, Lou Wallace, Tim Lovelace, David Eaton, Rebecca Dye and Oris Christian Nay: None

APPROVAL TO DESIGNATE JULY 03, 2023 AS A HOLIDAY FOR COUNTY EMPLOYEES

Mo�on made by Carl Rhea, second Tim Lovelace and duly approved by the Board of Supervisors to designate Monday, July 03, 2023 as a holiday for County employees (following Virginia Supreme Court Declara�on as a state holiday).

The vote was: Aye: Carl Rhea, Tim Lovelace, David Eaton, Lou Wallace, Steve Breeding, Rebecca Dye and Oris Chris�an Nay: None

APPROVAL OF A VDOT RESOLUTION TO SUPPORT THE TEMPORARY CLOSURE ROUTE 687

Mo�on made by Steve Breeding, second Carl Rhea and duly approved by the Board of Supervisors to approve a VDOT Resolu�on request to support the temporary closure of Route 687 for bridge replacement.

The vote was: Aye: Steve Breeding, Carl Rhea, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Chris�an Nay: None

The Chair adjourned the mee�ng.

APPROVAL TO DESIGNATE JULY 03, 2023 AS A HOLIDAY FOR COUNTY EMPLOYEES

Motion made by Carl Rhea, second Tim Lovelace and duly approved by the Board of Supervisors to designate Monday, July 03, 2023 as a holiday for County employees (following Virginia Supreme Court Declaration as a state holiday).

The vote was: ‘Aye: Carl Rhea, Tim Lovelace, David Eaton, Lou Wallace, Steve Breeding, Rebecca Dye and Oris Christian Nay: None

APPROVAL OF A VDOT RESOLUTION TO SUPPORT THE TEMPORARY CLOSURE ROUTE 687

Motion made by Steve Breeding, second Carl Rhea and duly approved by the Board of Supervisors to approve a VDOT Resolution request to support the temporary closure of Route 687 for bridge replacement.

The vote was: ‘Aye: Steve Breeding, Carl Rhea, David Eaton, Lou Wallace, Tim Lovelace, Rebecca Dye and Oris Christian Nay: None

The Chair adjourned the meeting.

                                                  Board of Supervisors                         Action Item B-2

137 Highland Drive Presenter: Chairperson Lebanon, VA 24266

    Meeting: 7/10/23      6:00 PM

Russell County Government Center

137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011 www.russellcountyva.us

Approval of Expenditures

Request approval of the County’s June 2023 Monthly Expenditures:

STAFF RECOMMENDATION(s):
County’s June 2023 Monthly Expenditures are in compliance with budget and operational

services.

SUGGESTED MOTION(s): Motion to approve County’s June 2023 Monthly Expenditures.

ATTACHMENTS:

• June 2023 Monthly Expenditures

Board of Supervisors Action Item B-2 137 Highland Drive Presenter: Chairperson Lebanon, VA 24266

Meeting: 7/10/23 6:00 PM

Approval of Expenditures Request approval of the County’s June 2023 Monthly Expenditures: STAFF RECOMMENDATION(s):

County’s June 2023 Monthly Expenditures are in compliance with budget and operational

services.

SUGGESTED MOTION(s): Motion to approve County’s June 2023 Monthly Expenditures.

ATTACHMENTS:

June 2023 Monthly Expenditures

Russell County Government Center 137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011 www.russellcountyva.us

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38 7a

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5/02/2023 6/20/2023 6/19/2023 6/19/2023 6/01/2023 50172023

6/23/2023

5/31/2023 5/30/3023

5/26/2023 5/23/2023 eya7/2033 5/25/2023

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50,00- 4100-991020-s4oa e619 4s00-031020-se08- 225125 #100-073010-3002- 2,633.00 4100-073010-5411- 573-00 | 4100-073010-5002- 2,938.65 © 34.99 4100-022020-sa15- 86.97 a109-caz010-sais~ 687137 4100-091020-5408- 31196 a10c-071pa0-se07~ ‘aialaa 4200-043020.5408— 1073483 + 30100 Aroo-ca30z0-s101~ 3olao + 2,655.00 4200-09¢010-8028- 2)6s5.00 + iseisa + 207/32 _¢100-09¢020-7056- 3or’sa + 184/30 <200-025020-3005- 112 41007021020-3005- 2elsa 4200-092080-3005- 20133 {leo-932020-3005- {alos <ioaceazoro-saas- Salsa ieq-eagea0-saoa- ‘3ogi 4ieo-e3i020-3005- $12 €00-031020-3005- alas dleo-oaeoa-se01- io1s2 4i0a-aazis0-so05- 218/58 Hoa-cazoaa-a008- 180 <100-021020-3005- 2318 E1so-a3zas0-s005— ples 10¢-caaca0-3008- S6l03 ataa-az0s0_5401- 1,921 .52- 4190-034020-8029- 2ieri.7i _#100-094610-8029-

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6/08/2023 5/08/2023

6/30/2023 6/22/2022

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6/28/2023

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NET AMOUNT G/u_nccouer

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6/23/2023 6/30/2023

6/30/2023 6/30/2023 6/30/2023 5/30/2023 6/23/2023 yns/2023

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A/P CASH REQUIREMENTS PRE-LIST COMPANY 4-002 FuNDEai00 cE 6 vawwoa nevorce cuss __cnoss pu mer sour G/n_accousr 20.8 eoTss VEGF iorai7 4,685.00 Ge,Ga5-00 4100-085020-S308- = aBea73so | 154/473.50 + o0sae VIRGINIA DEPART 20281208, {2238-56 32/230.56 4100-032080-5605- == 12/238.58 ialaaelse * 000752 vith INSURANCE P 2677 2/347-00 31349100 “snop-o1ove-seaa- = 134700 2134108 + 00758 waLiAce FuRNITU 139269 19139 $3190 “aroe-o7soao-sexa- =~ bo07se wALLAGE PURNITU 139469 31s 3314s Aieocomioaenseas- >> 500758 WALLACE FURNITU 133233 6132 G32 diea-ovioas-s6oe) > ler ee + 0427s wELLs PARGO VEN 207369494 15205, 288103 ¢z00-o91020-3008- =~ 04276 WELLS ARGO VEN io7a024e2 238.08 2is’oa Goo-orz0s0-ss0t- >= 373.08 323103 + oo3ea7 wax mame ocsoaea3 2.280.30 2,290°30 ¢200-oas0a0-ss08- =~ 0o3ea7 wax Same assoaca3 5i327 35 $1337/16 4100-098000-s000- == Soaea? wee Sa Seacacaa ‘fet 0a AeLloe flao-osaoz0-se08- >> cosea7 BK BAN Se302023, 235.05 235.08 éiea-osa000-s000. >> 8,903.55 2,503.33 + 004837 WEx ENTERPRISE 05232023, 16,452.26 16/452.26 "4100-031020-5e08- ~~ 26,459.28 telasa.26 + 002375 wINDSTRERN 7392023, 33-31 ‘3181 4100-c31020-s203- = rete fale 000239 XPRESS LUBE LITTER VAN 40159, e189 si00-osn020-se08- 45.59, alse +

afr0/2023

21555,563.40

1,555,563 .40

pose 7/06/2023 A/P CASH REQUIREMENTS PRE-LIST COMPANY #001

‘9/19/3025 “5/16/2025 000382 WATE SEIDEN “sbeeee2

‘TOTAL FOR DUE DATE 7/20/2023 TOTAL DUE POR FOND- 4733,

Poxote733 mace 7 eos sot Net nour g/t. Accomm Bot 3535 $3.35, #713-G22080-6012- 23.38 33235 #9135, 33.38,

aposo 7/06/2023

DUE pare 7736/2025

2/20/2023 7730/2023

7410/2023 7430/2023 7410/2023

1/10/2023

mv. Dare,

5723/2025

s/21/2023 5/23/2023

5/26/2023 s/is/2023 6/22/2023

5/08/2023

yaw: __voree ‘300198 DOMINION OFFICE isaeo2

Donate MOWASTER-caRe § 20380638

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|A/® CASH REQUIREMENTS PRE-LIST COMPANY 4-002 FUNDEGOSS pace 8 cunss __ cose aor NET AMOUNT G/t Accomm Ros 60-65 G0-4g 4039-009950-Sa07- ~ Soles Solas 304120, 384.20 4939-083990-sao7- 20.28 30.23 Se39083890-5007- — ee.90 490 ae38-003850-se07- — 203-08 203105 “ae20-o82990-s109- - rare “Tat “aea9-pe3990-s203- 3365 31143 _4039-083990-8407- ~ Ener Brad + aealie rans 28 30

Doyabie Zobel

Board of Supervisors Action Item: B-3

137 Highland Drive Presenter: Chairperson
Lebanon, VA 24266

    Meeting: 7/10/23        6:00 PM

Russell County Government Center

137 Highland Drive · Lebanon, Virginia 24266 · (276) 889-8000 · Fax (276) 889-8011 www.russellcountyva.us

  Board Appointments

RC Library Board

Yvonne Dye 3-Year Term June 30, 2023 Susan Breeding 3-Year Term June 30, 2023

RC Department of Social Services (DSS)

Brian Ferguson 4-Year Term June 30, 2023 Sharon Owens 4-Year Term June 30, 2023

Russell County Tourism Advisory Committee

Staff Recommendation:

Presentation – Informational Only.

Suggested Motion:

Board Discretion.

ATTACHMENTS:

Various

Board of Supervisors Action Item: B-3

137 Highland Drive Presenter: Chairperson Lebanon, VA 24266

Meeting: 7/10/23 6:00 PM

Board Appointments RC Library Board

Yvonne Dye 3-Year Term June 30, 2023 Susan Breeding 3-Year Term June 30, 2023

RC Department of Social Services (DSS)

Brian Ferguson 4-Year Term June 30, 2023 Sharon Owens 4-Year Term June 30, 2023

Russell County Tourism Advisory Committee

Staff Recommendation:

Presentation — Informational Only. Suggested Motion:

Board Discretion. ATTACHMENTS:

Various

Russell County Government Center 137 Highland Drive - Lebanon, Virginia 24266 - (276) 889-8000 - Fax (276) 889-8011 www.russellcountyva.us

Board Appointments

Dante Community Center Board Members

Bobbie Gullett Z Two Years April 1, 2023, [Arthur Phillips (deceased) 2 Two Years April 1, 2023, Wanda Osborne (does not wish to serve) A Two Years April 1, 2023, [Department of Social Services

Brian Ferguson Four Year June 30, 2023 [Sharon Owens 1 Four Year June 30, 2023

Russell County Public Library Board Yvonne Dye 4 Three Year June 30, 2023 [Susan Breeding 5 Three Years June 30, 2023

[Russell County Public Service Authority [Thomas Tignor a Four Years June 24, 2023

[Russell County Tourism Advisory Committee

Jalice Meade 5 Four Years June 30, 2023 Doug Hubbard 6 Four Years June 30, 2023 Lisa Hubbard 6 Four Years June 30, 2023 [Jennifer Chumbley g Four Years June 30, 2023 Dustin Blackson 2 Four Years June 30, 2023 [carly Bruck Z Four Years June 30, 2023 [ranice Halsey Four Years June 30, 2023

[Southwest Community College Advisory Board Randall Hillman 4 Four Years June 30, 2023

[Community Policy Management Team Patrick Brunty Three Years August 7, 2023, [Joni Lester Three Years August 7, 2023

[Spearhead Trails [Gilbert “Teddy” Clevinger A Three Years August 7, 2023

[Russell County Tourism Advisory Committee [ranice Halsey Four Years ‘August 30, 2023

Dante Community Center Board [Catherine Pratt 2 October 12, 2023

{jason Gullett 2 October 12, 2023

Highway & Safety Commission

JGary Dotson 1 Two Years October 12, 2023 ohnny 8. Jessee 3 Two Years October 12, 2023 [Eugene Ferguson 6 Two Years October 12, 2023 [Barbara K. cox 3 Two Years October 12, 2023 [Tony Maxfield 3 Two Years October 12, 2023 Henry E. Stinson, Jr. 4 Two Years October 12, 2023, [Russell County Planning Commission

[Charles Edmonds 3 Four Years October 7, 2023 [iohn Mason 1 Four Years October 4, 2023 [Cumberland Plateau Economic Development Commission

Frank Horton 5 Year October 12, 2023, [Tony Lambert 6 Year October 12, 2023 Ron Blankenship 3 Year October 12, 2023, [lames Eaton, Jr. 6 Year October 12, 2023,

[Community Policy Management Team

Lonzo Lester Four Year November 4, 2023 [Oak Grove Community Center

Linda Cross 1 Two Years November 1, 2023 Rita “Charlene” Johnson. 1 Two Years November 1, 2023 [Tammy Perry a Two Years November 1, 2023 [ohn Perry i Two Years November 1, 2023 Nancy Osborne a Two Years November 1, 2023 Peggy Kegley 1 Two Years November 1, 2023

‘Community Police Management Team

Rebecca Dye 6 Four Year December 31, 2023 Highway & Safety Commission

Linda Cross 1 Two Years December 31, 2023 industrial Development Authority

[Donnie Christian G Four Term December 31, 2023 Nelson “Tony” Dodi 5 Four Term December 31, 2023 Richard Lockridge 5 Four Term December 34, 2023 [Southwest Virginia EMS Council

Maxie Skeen 3 Four Years December 31, 2023

RUSSELL COUNTY BOARD OF SUPERVISORS

BOARD / COMMITTEE APPLICATION

DATE OF APPLICATION: 23823 (Pease prin or type in Black in) vorepistricr:

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‘TELEPHONE NUMBERS: NAO -1427 (Home) (Business) (cell) PRORESSENOCATION Veen funee Qrerlacian Cerca Co. 0 Enejneer ol Teche oe vero e DOM CONES SMT Su uisnrosoeve: — Rassell Coudy TDA Che Pas, U0 bteormece ta a cere efor) Cassell County Toasts Jv onHER INTERESTS: Loco si se Ri esmechvey,

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IP YES, PLEASE NAME:

HAVE YOU PREVIOUSLY SERVED AS A MEMBER OF A RUSSELL COUNTY BOARD OR COMMITTEE? \ a

IF YES, PLEASE NAME:

Online Form Submittal: Board and Committee Application 4 message

[email protected] [email protected]

To: vicki,[email protected], [email protected]

Fri, Mar 24, 2023 at 5:02 PM

Board and Committee Application

Name Jennifer Chumbley Email Address [email protected] Mailing Address: P.O. Box 154

E-911 Address: 285 Ivy Ridge Road Phone Number 540-577-7027

Fax Number Field not completed.

Board/Committee on Which IDA, ‘You Wish to Serve Russell County TAC Social Services

Other Interests Business, Tourism, Farming, Community Service

Education Currently obtaining Bachelors Degree in Business Administration at Liberty University

Job Experience PayrolllHR Manager Home Nursing Company, Inc. May 2008 to present Rock Ridge Vapor LLC Co-Owmer, April 2014 to present ‘Town of Cleveland Mayor from January 2017 to December 2022

‘Are you currently a registered Yes voter?

What voting district do you Cleveland reside in?

Civic or Service Organization Secretary of Russell County Tourism Committee, current chair Experience of Russell County Tourism Advisory Committee,

Mayor of Cleveland, VA

Cleveland Community Tourism Group member

‘Are you currently a member Yes of a Russell County Board or Committee?

IFYES, please name: Russell County TAC

Have you previously served Yes ‘as a member of a Russell County Board or Committee?

IFYES, please name: Russell County TAC

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RUSSELL COUNTY BOARD OF SUPERVISORS BOARD / COMMITTEE APPLICATION

DATBOF APPLICATION: : O23 (Please print o type in black ink)

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RUSSELL COUNTY BOARD OF SUPERVISORS BOARD / COMMITTEE APPLICATION

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Board of Supervisors Action Item D-1 – D-15 137 Highland Drive Presenter: Administrator Lebanon, VA 24266

                 Meeting: 7/10/23         6:00 PM

County Administrator Reports & Requests The County Administrator Reports & Request for July 2023:

REPORTS

Office of the Comptroller – Russell County’s Subrecipient CARES Review

Report……………………………………………………………………………………….D-1

Virginia Department of Agriculture and Consumer Services – Russell
County’s Animal Shelter Report………………………………………………………D-2
VDOT Monthly Road System Report……………………………………………………D-3
Castlewood & Honaker Cannery Opens (July 25th, 2023)…………………………D-4

REQUESTS

Russell County Recovery Inc Opioid Grant Application FY22/23 - $26,000 &
FY23/24 - $111,200………………………………………………………………….…….D-5
Department of Criminal Justice Services – SRO Incentive Grant Program –
SRO Grant 24-290-B - $222,210 & SRO Grant 24-422-A - $222,208………………D-6
Department of Criminal Justice Services – ARPA Law Enforcement
Equipment Grant $481,000 …………………………………………………………….D-7
Wellspring Foundation of Southwest VA – Dante Steam Building Restoration
Project & Bernie Williams Workforce Center Grant - $113,877……….…………D-8
Virginia Coalfield Economic Development Authority (VCEDA) Grant -
$25,000 - Laurel Bed Lake Feasibility Study Request for Quotes (RFQ)…D-9
Department of Criminal Justice – Victim Witness Grant - $65,100………………D-10
Marc Mero – Champion of Choices – RC School Event - $6,000…………………D-11
Highlands Juvenile Detention Alternatives Program Resolution……………….D-12
RC Landfill Industrial Tire Shredder Quotes/Bids…………………………………D-13
Commissioner of Revenue, Library, & Emergency Management Travel
Requests……………………………………………………………………………………D-14
RC Planning Commission Plat…………………………………………………………D-15

Board of Supervisors Action Item D-1 - D-15 137 Highland Drive Presenter: Administrator Lebanon, VA 24266

Meeting: 7/10/23 6:00 PM

County Administrator Reports & Requests The County Administrator Reports & Request for July 2023: REPORTS

Office of the Comptroller — Russell County’s Subrecipient CARES Review Report…
Virginia Department of Agriculture and Consumer Services — Russell County’s Animal Shelter Report…
VDOT Monthly Road System Report.
Castlewood & Honaker Cannery Opens (July 25", 2023).

REQUESTS

Russell County Recovery Inc Oj FY23/24 - $111,200.

id Grant Application FY22/23 - $26,000 &

Department of Criminal Justice Services — SRO Incentive Grant Program —

SRO Grant 24-290-B - $222,210 & SRO Grant 24-422-A - $222,208. .D-6 7. Department of Criminal Justice Services - ARPA Law Enforcement Equipment Grant $481,000 … .D-7

Wellspring Foundation of Southwest VA — Dante Steam Building Restoration Project & Bernie Williams Workforce Center Grant - $113,877…
Virginia Coalfield Economic Development Authority (VCEDA) Grant - $25,000 - Laurel Bed Lake Feasibility Study Request for Quotes (RFQ).
Department of Criminal Justice — Victim Witness Grant - $65,100…
Marc Mero — Champion of Choices — RC School Event - $6,000.
Highlands Juvenile Detention Alternatives Program Resolution.
RC Landfill Industrial Tire Shredder Quotes/Bids.
Commissioner of Revenue, Library, & Emergency Management Travel Requests.
RC Planning Commission Plat.

(804) 225-2109          FAX (804) 786-3356                                                                                         TDD (804) 371-8588

COMMONWEALTH of VIRGINIA

LEWIS R. McCABE, CPA, CGFM, CGMA Office of the Comptroller P. O. BOX 1971

COMPTROLLER RICHMOND, VIRGINIA 23218-1971

June 15, 2023

MEMORANDUM

TO: Lonzo Lester, County Administrator

Russell County

FROM: Amanda R. Simpson, Director, Compliance Oversight and Federal Reporting

Department of Accounts

SUBJECT: Subrecipient Monitoring Review Report

Department of Accounts (DOA) has performed a Subrecipient Monitoring Review (SMR) pursuant to the compliance

monitoring and oversight requirements detailed in the Coronavirus Aid, Relief, and Economic Security Act (CARES

Act), and Uniform Administrative Requirements, Cost Principles, and Audit Requirements for federal awards

(Uniform Guidance) 2 CFR § 200.332, for recipients of Coronavirus Relief Funds (CRF) (ALN 21.019).

Scope of Review

In order to substantiate Russell County’s compliance with the CARES Act requirements, the SMR process required

certifications to the proper use of the CARES Act funds, return of any unused funds, maintenance of proper

accounting records, and accurate reporting of expenditures to Department of Accounts of Coronavirus Relief Funds.

These certifications were produced using DOA’s Subrecipient Monitoring Secure Portal upon completion of a

survey, that was then signed electronically by the Authorized Representative (County Administrator)

and a Fiscal Contact from Russell County.

Conclusion

Russell County certified affirmatively that all requirements of the CARES Act funding distributed by DOA have

been met and that all obligations and expenditures of the funds have been reported accurately. DOA has no further

questions at this time.

Closeout of the Subaward

Because Russell County has certified all CRF funds as fully compliant with the Commonwealth’s and U.S.

Department of the Treasury’s requirements, the subawards (Transfers 1 and 2 of CRF Funds; and, if applicable,

Municipal Utility Relief funds of the CARES Act) to Russell County are considered fully expended; completely and

accurately reported; and therefore, closed. No further expenditures related to CRF will be considered. However, if

Steve Breeding Highlight

LEWIS R. MECABE, CPA, CGFM, CMA COMPTROLLER

P.0.80x 1971 RICHMOND, VIRGINIA 23218-1971

June 15, 2023

MEMORANDUM

TO: Lonzo Lester, County Administrator Russell County,

FROM: Amanda R, Simpson, Director, Compliance Oversight and Federal Reporting Department of Accounts

SUBJECT: _ Subrecipient Monitoring Review Report

Because Russell County has certified all CRF funds as fully compliant with the Commonwealth’s and U.S. Department of the Treasury’s requirements, the subawards (Transfers | and 2 of CRF Funds; and, if applicable, Municipal Utility Relief funds of the CARES Act) to Russell County are considered fully expended; completely and accurately reported; and therefore, closed. No further expenditures related to CRF will be considered. However, if

(08) 225-2100 FAX (808) 786-3358 TOD (804) 371-8588,

Lonzo Lester, County Administrator

June 15, 2023

Page 2

you become aware of anything that impacts your locality certification status, Russell County must contact DOA and

report the modification immediately.

Summary and Remarks

Thank you for your and your staff’s assistance through this Subrecipient Monitoring Review process. If any

questions arise regarding the above, please contact me.

cc: Randy Williams, Commissioner of Revenue, Russell County

Department of Accounts

Lewis R. McCabe, State Comptroller

Sharon H. Lawrence, Deputy State Comptroller

Linda Lee, Assistant Director, Compliance Oversight

Beth Fauerbach, Lead Quality Assurance Analyst, Compliance Oversight

Steve Breeding Highlight

Lonzo Lester, County Administrator June 15, 2023 Page 2

you become aware of anything that impacts your locality certification status, Russell County must contact DOA and report the modification immediately.

ce: Randy Williams, Commissioner of Revenue, Russell County

Department of Accounts Lewis R. McCabe, State Comptroller

Sharon H. Lawrence, Deputy State Comptroller Linda Lee, Assistant Director, Compliance Oversight Beth Fauerbach, Lead Quality Assurance Analyst, Compliance Oversight

ViroiniA DEPARTMENT OF AGRICULTURE AND CONSUMER SERVICES

DIVISION OF ANIMAL & FOOD INDUSTRY SERVICES OFFICE OF VETERINARY SERVICES - ANIMAL CARE

P.O, BOX 1163 RICHMOND, VA 23218 804-692-4001

ANIMAL SHELTER INSPECTION FORM.

sally SL D4.

RU,

Zb’e

fable fA

Ctegp-*y

fe Are

3 Date: /,/-2 7/:

0 KiOke Time:

ZO6

Elements of Inspection

Animals on premises.

spected C1 Not Inspected — Explain:

Animal enclosures.

| DXinspected 1 Not Inspected - Explain:

Areas of fciliy.
Method of animal euthanasia,

—BF inspected KY Not Inspected — Expl

) Inspected 1 Not Inspected - Explain:

Other (specity or indicate "NIA”):

Results of Inspection

CINo Violations Cited

~ NC Violation(s) Cited (ostais of each violation wil be provided in an Inspection Summary, included inthe Inspection Report, and mailed to the sponsible authorly. The Inspection Report wil also include information regarding questions or submission of a response upon receipt of the report)

13.2.6503 0326574 C12 VAC 5-11-30 (A) (12 VAC §-150-120 113.2-6546 (8) \3.2.6575 112 VAC 5-11-30 (8) 12 VAC 5-150-130 1013.2-6546 © ‘D2 VAC 5-11-20 (A) (12 VAC 5-111-30 © 2 vAc 5-150-140 113.2-6546 (0) 12 VAC 5-11-20 (8) (12 VAC 5-11-40 (A)

113.2-6546 (E) D2 vac 5-111-20© (12 VAC 5-11-40 (8) o

113.2-6548 © 2 VAC 5-11-20 (0) 12 VAC 5-111-40 ©

13.2-6567 (8) 2VAC 5-11-20 (€) 12 VAC5-111-40 (0) O____

Reference Materials Provided

Virginia Administrative Code, Title 2, Agency 5, Chapter 111 “Public and Private Animal Shelters” 1 Virginia Administrative Code, Title 2, Agency 5, Chapter 150 “Rules and Regulations Governing the Transportation of Companion Animals” I’VDACS Guidance Document “Guidelines Governing the Veterinary Protocols Required by Virginia Administrative Code 2 VAC 5-111-30” | Division Administrative Directive 79-1 “Methods Prescribed or Approved for Animal Euthanasia and Competency Certification Requirements” LD voacs Form “Animal Custody Record” D Virginia Animal Shelter Civil Penalty Matrix — Guidelines for Enforcement D other (Specity):

State Veterinarian’s Representative

Name:

Lieny be lscl, LUT ;

Signature: ( )/ Ne

REVIEWED WITH: Printed Name_/)\¢)

Signature (

VDACS AC-10 (rev. 01/23) Page 1 of 4

6/27/2023

Code of Virginia Title 3.2. Agriculture, Animal Care, and Food Chapter 65. Comprehensive Animal Care

§ 3.2-6575. Sterilization agreement.

Any agreement used by a releasing agency pursuant to subsection B of § 3.2-6574 shall contain:

The date of the agreement;
The names, addresses, and signatures of the releasing agency and the new owner;
A description of the dog or cat to be adopted;

4, The date by which the dog or cat is required to be sterilized; and

A statement printed in conspicuous, bold print, that sterilization of the dog or eat is required under this article; that a person who violates this article is subject to a civil penalty; and that the new owner may be compelled to comply

with the provisions of this article.

1993, c. 959, § 3.1-796.126:2; 2008, c. 860,

Russell County Recovery, Inc

June 05, 2003,

Lonzo Lester, MBA, VCO, CPC County Administrator

Russell County Board of Supervisors 137 Highland Drive, Suite A Lebanon, VA 24266

RE: Opioid Program Grant Application Dear Lonzo,

Please find attached our application for the Opioid Program Grant for the years ended June 30, 2023 & June 30, 2024. | have attached all the required documents.

We would like to request $26,000 for the year ending June 30, 2023, and $111,200 for the year ending June 30, 2024,

‘As you’can see from the attached documentation, we have heen very successful in our first year of ‘operation serving the citizens of Russell County by providing housing for those in need of recovery for.

Please let us kriow if you need any additional information.

Sincerely,

Lad Pho— Robert Adams

‘Treasurer

Russell County Recovery, Inc PO Box 850

Lebanon, VA 24266 276-889-4950 (office) 276-971-2091 (cell)

Russell County Virginia Opioid Program Grant Application for Individual Awards

Contact Information

a. Name: Russell County Recovery inc o a

b. Physical address: 160 Rogers Street_ Lebanon, VA 24266

©. Mailing adress: PO Box 850 Lebanon, VA 24266

Waiferen an physical adaressy

d. Contact Person for this application

i, Name: Robert Adams

li, Job Title: Treasurer

iil, Office Phone: 276-889-4950 Cell Phone: 276-971-2091

iv. Email: robby@ad:

Russell County Virginia

Opioid Program Grant Application

Individual Awards

FY 2023 & FY 2024

Grant Project Timeline Workbook

Grant Performance Measures Workbook

Russell County Virginia Opioid Program Grant 1 ofS

Application for Individual Awards

4, Project Proposal Complete the information below for each project the program is requesting to be funded.

a. Name: Russell County Recovery Inc og

b. Project name: Recovery Residences and Resource Center

¢. Contact Person for this application

i. Name; Robert Adams

ii, Job Title: Treasurer

iii, Office Phone: 276-889-4950 Cell Phone: 276-971-2091

iv. Email; [email protected]

d. Is this project:

(CJ Anew effort for the program. Opioid Program Grant Amount Requested [7] Aproposed supplement or enhancement to a project or effort that is already in place,

[Z| How long has the project existed? Opened to residents July 24, 2022

(1 A combination of enhancing an existing project/effort with new components.

(J How long has the project existed?

e. Provide a brief narrative description of the proposed project.

‘ar Southwest VA is the original epicenter of the Oxycontin Epidemic that was first identified in the late l1990s/early 2000s by the Virginia Office of the Chief Medical Examiner and the Virginia State Police

nd has plagued its communities far longer than the rest of the Commonwealth. The Oxycontin ppidemic was the precursor of the Opioid Epidemic, Prescription Drug Epidemic, and now the Addiction pidemic and has had a profound impact on rural Russell County and its communities

1ussell County Recovery (RCR), Inc., a 501©(3) non-profit entity, is the County’s response to the

eed for sober, stable housing. RCR, Inc. opened a Women’s Recovery Residence (8 beds), a Men’s ecovery Residence (20 beds), and a Recovery Resource Center in July 2022. RCR, Inc.'s start-up funding ends in FY 24, RCR, Inc. requires other dedicated funding to support trained, experienced, and redentialed staff and the menu of necessary recovery support services until the program is able to be elf-sustaining. To date, 100% of our admissions have/had demonstrated financial hardship which

‘akes it impossible at this time to rely solely on resident fees for sustainability and for the continued uccess of these three programs serving Russell County.

Russell County Virginia Opioid Program Grant 2of5

Application for Individual Awards

f. Describe the objectives of this project

idiction is now a multi-generational family disease in Russell County. A significant challenge/barrier for substance addicted individuals seeking stable, sustained recovery is access to sober/recovery jousing, especially in rural communities. Access to safe, stable, supportive, and recovery-oriented jousing helps reduce individuals having to return to the same unhealthy and/or unsafe home.

his funding proposal’s targeted needs are: (1) financial support for trained, experienced staff to ensure successful, uninterrupted operations through FY 24; (2) supervision and resources necessary for omprehensive recovery management services designed to increase the potential for stable, sustained ‘ecovery post discharge; (3) an alternative for individuals involved in the criminal justice system, including Drug Courts, without access to other safe, stable housing resources; (4) recovery-oriented

nd person-centered support services designed to reduce the stigma associated with SUDs that revents individuals from seeking or accessing assistance; (5) increasing community utilization of the ‘ecovery Resource Center for education, information, supports, referral, linkages, etc.

‘CR, Inc., submitted its application for VARR Accreditation in May 2023.

g. How was the need determined and how does that need relate to abatement?

Russell County has long identified the lack of sober/recovery housing as the biggest support need for individuals working to recover from the pervasiveness of the Addiction Epidemic, in its communities and) families. Addiction is a multi-generational disease, a majority of individuals being discharged from reatment, incarceration, hospitalization, etc., or referrals for Drug Court are unable to return home to ive with families who may still be in active addiction. Addiction is a public health emergency, another fees of the original Oxycontin Epidemic and its impact in Russell County (i…, ER visits,

ubstance dependent births, accidental overdoses, overdose deaths, HEP A, B, & C, HIV/AIDS, etc.)

ussell County approached DBHDS who approved a proposal to send Roads to Recovery to meet with interested individuals and organizations to explore the possibilities and realities of establishing recovery|

jousing. Over 50 participants representing diverse stakeholder groups attended this day long meeting in October 2019 in Lebanon and endorsed strong support for a residential peer-based recovery

rogram. Russell County maintained its commitment to addressing this critical service gap during

OVID and was ready when VARR awarded the initial planning and implementation funding in 2022.

Russell County Virginia Opioid Program Grant 30f5

Application for Individual Awards

h. Briefly describe (name or organization, description of role, budget, ete.) the organization(s), including any sub-recipients or contractors (if known) that will be involved in this project. Attach any contracts and/or memoranda of understanding/agreement. If not fully executed, a draft or a narrative describing the scope of services may suffice

urrently, Russell County Recovery, Inc., does not have any sub-recipients or contractors for this roject and is not involved in any MOUs/MOAs. RCR, Inc. We anticipate this will change as we jevelop more working relationships with critical community stakeholders and partners and with other tential funding sources as part of our strategic plan. CR, Inc.'s current plans include exploring the potential for funding/MOAs with the VA Department of orrections, local Boards of Supervisors, Cumberland Plateau, Ballad Health, VECEDA, Elgin

Foundation, Tobacco Commission, VARR’s Funding for Indigent Beds, Wellspring Foundation, ete. ‘CR, Inc., also has plans to explore MOUs with Drug Courts in the 29th Judicial Circuit, Adult robation Districts 16, 17, 18, and 43, Southwest VA Regional Jail Authority, Southwest VA Legal Aid, ‘umberland Plateau Health District, Stone Mountain Health Services (a FQHC), ete.

i, Who are the targeted beneficiaries, and how many persons are expected to participate per year?

Please find attached a “Snapshot” of Russell County Recovery, Inc.’s Census on May 25, 2023 ince accepting its first admission on July 24, 2022, RCR, Inc. has provided safe, stable housing and ritical recovery supports both in-house and through linkages to community resources. We will provide round 6,800 bed days and serve about 80 individuals in our first year of operation.

RR, Inc., will continue to serve Russell County and its neighboring communities by providing an timated 9,700 bed days/year for 80+ individuals. Please note the substance use histories, targeted riority populations, referral sources, age ranges, linkages to critical community supports after \dmission, and other demographics reflected in the “one-day Snapshot" of its Census (May 25, 2023). his snapshot reflects RCR, Inc.'s success with meeting the recovery needs of individuals in Russell ‘ounty affected by the opioid crisis that has impacted Far Southwest VA since the late 1990s. Also

ote that two former residents who were pregnant were linked to specialized health care and other

heeded recovery supports while in-house. One pregnant resident stayed in the program until her livery with RCR, Inc., staff coordinating housing for the mother and infant post hospitalization

j. Is the project classified as evidence-based?

OO Yes YZ] No

Ifyes, attach supporting information to this application.

Russell County Virginia Opioid Program Grant 40f5

Application for Individual Awards

k. Is the project classified as evidence-informed?

Yos 0 No IF yes, attach supporting information to this application.

|. Has this project been certified or credentialed by a state/federal government agency, or other organization/non-profit?

C1 Yes (1 No

Ifyes, attach supporting information to this application.

Submitted Aplication for Accrediation with VARR

m. Has this project received any awards or recognition?

O Yes

Ifyes, attach supporting information to this application.

n. Does this project have components other than opioid-related treatment as defined? C1 No, it is 100% related to opioid treatment (VJ Yes, there are other substances involved

Ifyes, what is the approximate percentage of the project that covers opioid-related abatement (.e., 20% of the patients who seek services have opioid-related disorders)?

Drug(s) use percentages of our current peers:

Opiates - 80% primary, 15% secondary, 5% other r Fentanyl — 85% Heroin ~ 80% f IV drug ~ 95%

©. Attach a budget for FY2023 and a budget for FY2024 with line-item details for the project. p. Complete and attach a project timeline for each project covering both FY2023 and FY2024

q. Complete and attach a performance measurement workbook for each project covering both FY2023 and FY2024

(Optional) Attach any letters of support, articles, or other items that may assist the Board of ‘Supervisors in making an award decision for this program grant application.

Russell County Virginia Opioid Program Grant 5 ofS

Virginia Opioid Abatement Authority

Performance Measurement Worksheet for Project Number #1 Proposed by: Russell County

Tinar nm ayo ean) Project Name Russell County Recovery Inc

Project Performance Measures (complete for all that apply) Required Optional

Prevention/Education/Awareness Efforts No. of children, infant to 5 years old, participating in prevention/education programming No. children, elementary school age, participating in prevention/education programming No. of children, middle school age, participating in prevention/education programming

No. of children, high school age, participating in prevent programming

No. adults from the general public participating in preventior n programming

No. of pregnant and/or nursing women participating in prevention/education programming No. of teachers participating in prevention/education programming

in prevention/education programming

No. of law enforcement officers participating in prevention/education programming

No. of court-elated professionals participating in prevention/education programming

No. of key officials / policy makers participating in prevention/education programming

raorwonooet

42 No. of pregnant /nursing women completing some form of detox 43 No. of pregnant /nursing women tested for communicable diseases

44 No. of pregnant / nursing women testing positive for communicable diseases

No.of pregnant / nursing women connected to treatment for communicable diseases 46 No.of pregnant / nursing women connected to therapeutic counseling services

17 No. of pregnant /nursing women connected to MOUD

48 No. of pregnant / nursing women connected to professional mental health care

19 No. of pregnant / nursing women connected to peer supports

20 No. of pregnant / nursing women connected to housing

21 No. of pregnant / nursing women connected to childcare

22 No. of pregnant / nursing women connected to eduction or job training

23 No. of pregnant / nursing women connected to a job / employment

24 No. of babies with neonatal abstinence syndrome treated

eoocofooNN ONAN

Virginia Opioid Abatement Authority Page 1 Project #1

Performance Measurement Worksheet for Project Number #1

Proposed by: Russell County Tat nae Teo

Project Name Russell County Recovery Inc

Project Performance Measures (complete for all that apply) Required Optional

EY23 Ey24

| i

No. of children (up to age 18) completing some form of detox. to age 18) connected to therapeutic counseling services

to age 18) connected to MOUD

to age 18) connected to professional mental health care

to age 18) connected to peer supports

to age 18) tested for communicable diseases

to age 18) testing positive for communicable diseases

(upto age 18) connected to treatment for communicable diseases

RRRRABSS

Efforts Directed Toward Individuals with SUD who are Grimir No. of individuals receiving SUD screening while incarcerated No. of individuals completing some form of detox while incarcerated

No. of individuals tested for communicable diseases while incarcerated

No. of individuals testing positive for communicable diseases while incarcerated

No. of individuals connected to treatment for communicable diseases while incarcerated No. of individuals provided SUD therapuetic counseling while incarcerated

No. of individuals provided Medication Assisted Treatment for SUD while incarcerated

ice Involved

BSBBERBBSE

42 43 viduals incarcerated provided with an SUD-specific release plan 44 No. of individuals diverted from incarceration to treatment

45 No, of individuals diverted from incarceration to housing

No. of individuals connected to SUD therapuetic counseling while on monitored release No. of individuals connected to MOUD while on monintored release

No. of individuals enrolled into court approved SUD-related deferred adjudication

No. of individuals successfully completing the terms of SUD-related deferred adjudication No. of drug court participants enrolled

No. of drug court participants graduated

eooowo SSeI@Bs

Virginia Opioid Abatement Authority Page 2 Project#1

Performance Measurement Worksheet for Project Number #1

Proposed by:

Russell County

Teer name fay orca) Project Name Russell County Recovery Inc

Project Performance Measures (complete for all that apply)

No. of aduits completing some form of detox No. of aduits tested for communicable diseases

No. of adults testing positive for communicable diseases

No. of adults connected to treatment for communicable diseases No. of adults connected to theraputic counseling services

No. of adults connected to MOUD

No. of adults connected to professional mental health care

No. of aduits connected to peer supports

No. of adults connected to housing

No, of adults connected to childcare

No, of adults connected to eduction or job training

No. of adults connected to a job / employment

eccoocoggoge

Harm Reduction Efforts No. of people engaged during harm prevention outreach efforts No. of Naloxone kits distributed to at-risk individuals

No. of Fentanyl test kits distributed to at-risk individuals

No. of clean syringe exchanges conducted

Reported No. of overdoses reversed

Virginia Opioid Abatement Authority Page 3

Project #1

[September] Geaber December] envany | Febmany [March

F | 8/8) =| E | fy Gelala|- ‘aslala

3 2 a|8]8| @ a}8]8|

‘vot ii Absemant Ashary Paget

Russell County Recovery, Inc Revised Annual Budget For the Years Ended June 30, 2023

Year2 incom Revised (Grant -Year 2 _ 117,880 [Grant - Year 1 Carry-over 123,840 [Opioid Program Grant —_ 26,000 Resident Fees - 25,500 (Contributions = 6,000 | Total Revenue 299,220 PERSONNEL COST! - = (Center Director 45,600 | (Center Director Fringe 7,200 [Accountant 15,100 Peer Recovery Specalists 51,800 [Employee Meals & Lodging ~ 600 Workmen’s Comp Insurance - 4,800 Payroll Taxes - 9,000 “Total Personnel Costs - 134,100 PROGRAM COSTS: 7 [Bedroom Furnishings 3,500 Living Room Furnishings 1,300 Living Room TVs 1,600 Resident Computer & Related 600 [Office Supplies _ 3,300 Office Software - 2,200 Office Furniture - Men’s 1,300 Resource Center Furniture - Men’s - 150 [Dining Room Furnishings 200 | Entry & Hallway Furnishings 300 Kitchen Equipment 3,400 [Men’s Facility Renovations - 8,400 Repairs & Maintenance 1,800 Kitchen Supplies _ 1,200 Utility Room Supplies 600 Program Expense 5,300 Food 200 Consultants 7,000 ‘Staff Supervision (Contract) 5,300 Staff Training (Contract) 5,200 [Supplies - 3,600 [Accreditation Costs 1,200 \Vehicle insurance 600 \Vehicle Operating 600 Staff Mileage Reimbursement - 32,000 Mowing Facilities i 2,900 Landscaping Equipment : 1,420 Lease Expense - Men’s - 56,700 Lease Expense - Women’s 32,400 Facility & Director Insurance 2,400 {Telephone in Facilities 1,300 (cell Phone Reimb for Staff [1,000 Web-site Design 1,500 [Web Services & E-mail _ 400 |PO Box Rent - 150 [State Corporation Commission 100 Total Program Expense 165,120 Total Expense 299,220

Russell County Recovery, Inc Revised Annual Budget For the Years Ended June 30, 2024

Total vaRR other INCOME: Budget funded Funded [VaR Grant Year’ 125,000 125,000 | __ | [Opioid Program Grant 111,200 - 711,200 Resident Fees 54,600 54,600 (contributions 2,400 2400 Total Revere 753,200 775,000 68,200 PERSONNEL COSTS: [center Director 78,000 32,900 15,100 [center Director Fringe 7,800 7800 | [Accountant 33,200 33,200 [Peer Recovery Specalists 4,000 54,000 Employee Meals & Lodging 600 600 [Workmen’s Comp insurance 3.900 3300 Payroll Taxes 9,500 9,600 Total Personnel Costs 737,100 32500 704,200 PROGRAM COSTS: [bedroom Furniture 3200 — 3200 Bedroom Furnishings 2,400 2,400 Living Room Furnishings 600 600 Living Room Tvs 0 0 Resident Computer & Related 900 300 office Supplies 3,300 3,300 |Office Software 1,900 1,900 [office Furniture = Men’s 0 | 0 [Office Computer - Staff @ Men’s 1,000 1,000 Resource Center Furniture - Men’s ° ° Dining Room Furniture 500 Dining Room Furnishings 300 Entry & Hallway Furnishings oO kitchen Equipment 200 - [Men’s Faclity Renovations ° 0 loutdoor gazebo - Men’s 300 300 [outdoor gazebo - Women’s 300 300 Repalrs & Maintenance 2400 7400 Kitchen Supplies 1,200 1,200 [uity Room Supplies 600 600 Program Expense 3,100 5,100 Food 600 600 [consutants 600 ~ 600 Staff supervision (Contract) 7.800 7900 Staff Training (Contract) 74,800 74,800 Supplies — 35000 3,000 Vehicle Maintenance 1,800 4,800 1,800, 1,800 5,200 5,200 staff Mleage Reimbursement 3000 000 Exterior Maintenance 1,200 1,200 Lease Expense - Men’s "59,700 | 58,700 ° Lease Expense - Women’s 32,400 32,400 ° Faclity & Director insurance 2500 | 7500 Telephone in Facts 4,200 £200 [cell Phone Reimb for Staff 2,100 2,100 Web-site Design 4.200 4,200 Web Services & E-mail - — 300 PO Box Rent 200 300 [state Corporation Commision 100 100 Total Program Expense 756,100 32,00 4000 Total Expense 293,200 725,000 168,200

apshot” of Russell County Recovery, Inc.’s Census (May 25, 2023)

KRSNA KKK AKA SNS AAA AS

Both Residences are at capacity for a total of 28 Peers in residence © 20 Males © 8 Females Age Range 18 25 years of age ~2 Peers 26 - 35 years of age -10 Peers 36-45 years of age 11 Peers 46-55 years of age — 5 Peers 56 —65 years of age —0 Peers © 66 years of age or older ~ 0 Peers Race/Ethnicity © 27 Caucasian Peers o 1 Hispanic Peer History of Opiate Misuse/Abuse/Addiction (Pain Pills/Narcoties) © 80% primary diagnosis - Opioid Use Disorder © 15% secondary diagnosis - Opioid Use Disorder © 5% - Other History of Heroin Use ~ 80 % History of Fentanyl Use — 85% Medication Assisted Treatment ~ 13 Peers History of Overdose 65% History of Intravenous Drug Use ~ 95% Co-Occurring Mental Health Issues ~ 75% Co-Occurring Physical Health Issues ~ 14 Peers HEP C 2 Peers; 5 Peers have been successfully treated Pregnant — Zero Peers (but program has served two pregnant Peers in past 10 months) Veteran — 1 Peer Homeless at Admission ~7 Peers Peers with dependent children (parental rights not terminated) — approximately 15 Peers Involvement with DSS regarding custody and/or visitation ~ 3 Peers Drug Court — 1 Peer Probation ~ 19 Peers Diversion from Incarceration — 5 Peers Medicaid —28 Peers ‘© Medicaid at admission — 22 Peers © Medicaid after admission — 6 Peers ‘Valid Driver’s License ~ 9 Peers © at admission ~7 Peers © after admission ~2 Peers Employment ~ 22 Peers (17 Males and 5 Females) ‘© Employed at Admission — 1 Peer © Employed After Admission ~21 Peers © Disabled ~ 1 Peer (SSDI) © Unemployed ~5 Peers

00000

Y Referral Sources for current censt

oo00000

‘Types of Employment — Restaurants; Fast Food; Assisted Living Facility; Road Paving Company; Sewing Factory; local Farms; Landscaping/Mowing; Residential Tech at a treatment program; Factory; and Fish Ponds

's (28 Peers)

Local Churches/Ministerial Association ~ 1 Peer

Southwest Virginia Regional Jail Authority — 10 Peers

The Laurels Recovery Center —5 Peers

Community Referrals 2 Peers

Family/Friends ~ 2 Peers

Ballad Health/Peer Help Program ~ 4 Peers

Drug Court — I Peer

Probation/Parole ~3 Peers

Our program includes:

Recovery Resource Center

Responds to visitors seeking information on addiction, recovery, and recovery support services available in the community Serves as host for 5 recovery groups that meet weekly at the Center and are open to the

public Plans to start and host a Gender Specific AA Meeting for women Plans to start a Medication Assisted Recovery Anonymous (MARA) Group

Evidence Based Programming Y Recovery Coaches offer SMART Recovery programming, ¥ Recovery Coaches use Motivational Interviewing and Motivational Enhancement

Evidence Informed Programming Y Social Model of Recovery

November 08-09, 2021 December 28, 2021 January, 2022 January 06, 2022 March 10, 2022 March 14, 2022 March 17, 2022 April 01, 2022 April 21, 2022 May 01, 2022 June 01, 2022 April —June, 2022 June 13, 2022 June 14, 2022 June 15, 2022 June 24, 2022 July, 2022

July, 2022

July 24, 2022

July 27, 2022 October 18, 2022 December 12, 2022 February 03, 2023 March 01, 2023 March 07, 2023 April 11, 2023 April 20, 2023, April 20, 2023 May 15, 2023 May 15, 2023 May 17, 2023 May 25, 2023 May 25, 2023

Russell County Recovery, Inc A Brief History From Inception until current

First in person meeting with Roads to Recovery

Articles of Incorporation approved (three original board members) Added three more board members for a total of six

Obtained Federal ID #

Opened Bank Account

Received first June, 2022 allocation of $85,075

Board approved By-Laws

Accountant hired

Added seventh Board Member

Began leasing Men’s facility Began leasing Women’s facility

Purchased furniture & equipment for both facilities

Hired Program Director

Conflict of Interest Policy Approved by Board

Applied for 501©3 Exempt status

Received second June, 2022 allocation of $148,749

Peers began employment

Purchased supplies & furnishings for both facilities

First male admitted (we now stay at or near capacity of 20) First female admitted (we now stay at or near capacity of 8) 501©3 Exempt status approved by the IRS

Recei

3d first June 2023 allocation of $39,270

Requested second June 2023 allocation from Denise

New center director started replacing old director

Received second June 2023 allocation of $39,293 (took over a month) Requested final June 2023 allocation from Denise

Requested additional funds for June, 2023 (per Denise no funds available) ‘Submitted grant request for June, 2024 (e-mail from VARR 5/24/23) Received partial final June 2023 allocation of $14,380 (took over a month) Accountant resigned due to VARR funding delays (could not do payroll timely) Submitted application for VARR accreditation

Applying for Opioid Grant from Russell county

Received final June 2023 allocation of $25,000

As of May 24, 2023, we have had residents for 10 months. We have been in existence for 1 year, 5 months.

Community Meeting with Sandy Kanehl with Roads to Recovery Exploring Feasibility of Establishing/Sustaining Recovery Residences in Russell County Funded by DBHDS — October 2019

Confirmations for Community Meeting with Ms. Kanehl © Doug Rasnake (Businessman) © Judge Michael Moore (Cireuit Court Judge/Drug Court Judge)

Mark Mitchell (Town Manager, Lebanon Police Chief)
Peggy Herbert (Community Support)
Steve Ray (Community Support, High Power (MAT Program)
Cardova Ratliff (Department of Aging and Rehabilitative Services)
Janie Fleming (Department of Aging and Rehabilitative Services)
Teresa Keen (Community Support)
Steve Givens (Russell County Medical Center Administrator/ Director) © Rachell Patton (VA Workforce Development) Tiffany Goff (VA Workforce Development)
Aletta Spicer (VA Workforce Development) © David Paul (Businessman, Facilitator of Living Free) © Tyler Huff (Facilitator of Living Free)
Linda Austin (Coordinator, Appalachian Substance Abuser Coalition; Hands/Feet Ministries) ‘© Rod Wicker (Pastor of Word of Victory) © Matt Castle (SECOR) © Lonzo Lester (County Administrator)
Steve Breeding (Vice-Chairman, Board of Supervisors) © Dr. Sue Cantrell (LENOWISCO Health District/Cumberland Plateau Health District) © David Eaton (Board of Supervisors, Mountain Movers) © Missy Carter (Work Program Coordinator, Russell County Drug Court Coordinator) © Bruce Russell (Russell County Chair, Bar Association, Local Attorney) © Amber Wood (Alumni Specialist Russell County Drug Court Program) © Cheryl Robinette (Program Specialist, Russell County Drug Court Program)
David Tiller (Drug Court Defense Attorney and Local Attorney)
Kristie Jones (CMCSB)
Dillon Meade (Community Support) ¢ Jeff Tallent (Lebanon Methodist Church) © Patrick Brunty (Director, Social Services)
Rebecca Dye (Chair, Board of Supervisors)
Mindy Mullins (Assistant Commonwealth Attorney) © Kevin Blankenship (The River Church, Mountain Movers)
Penny Johnson or designee (Manager in Castlewood) © Kristie Burke (Community Support)

Page 1 of 2

Vonley Pruitt (Pastor of Bethany Baptist Church)

Steve Dye (Sheriff of Russell County)

Greg Brown (Superintendent of Russell County Schools)

Carolyn Puckett (Community Support)

Robert Adams (Local Businessman)

Kathy Hosig (Associate Professor, Extension Specialist and State Program Leader for Health; Director, Center for Public Health Practice and Research - VA Tech

Lori Addison (Cumberland Mountain Community Services)

Mark Blackwell (Director of Recovery Services from VA Dept. of Behavioral Health and Developmental Services)

Jason Adams (Community Support)

Monty Salyer (Executive Director, Wise County Redevelopment and Housing Authority) Jessica Lee (Statewide Reentry Services Administrator, VA Dept. of Correction) Jerimiah Fitz (Corrections Operations Administrator/Legislative Liaison, VA DOC) Craig Kaderavek (Lebanon Methodist Church)

Jennifer Helbert (Probation Officer, District 17 Adult Probation/Parole)

Cathy Gent (Russell County Public Schools)

Cathie Willis (People, Ine.)

Pamela Sizemore (People, Ine.)

Karen Smith (Cumberland Mtn, CSB)

Michael Stoots (Drug Court)

Loti Gates-Addison (CMCSB)

William Morefield (Delegate)

Page 2 of 2

NARR Standard 3.0

Introduction

NARR was founded in 2011 by a group of organizations and individuals with vast experience in recovery housing from across the country. From the beginning, NARR has been committed to developing and maintaining a national standard for all levels of recovery housing. The term “recovery residence” denotes safe and healthy residential environments in which skills vital for sustaining recovery are learned and practiced in a home-like setting, based on Social Model principles. The Social Model is fundamental to all levels of recovery residences. Social Model philosophy promotes norms that reinforce healthy living skills and associated values, attitudes, and connection with self and community for sustaining recovery, NARR Standard 3.0 operationalizes the Social Model across four Domains, 10 Principles, 31 Standards and their individual rules. The Standard is tailored to each of NARR’s four levels. Version 3 of the NARR Standard does not introduce any operational rules that are

not already included in Version 2. Rather, it restates them in a more logical way that improves clarity and eliminates some redundant language.

Outline of the Standard

Domain 1 Administrative Operations Principle A. Operate : Standards 1-4

integ

Principle B. Uphold residents’ rights: Standards 5 and 6

Principle C. Create a culture of empowerment where residents engage in governance and leadership: Standards 7 and 8

Principle D. Develop staff abilities to apply the Social Mod

Standards 9-13

Domain 2 Physical Environment

Principle E. Provide a home-like environment: Standards 14 and 15

Principle F. Promote a safe and healthy environment: Standards 16-19

Domain 3 Recovery Support

Principle G. Facilitate active recovery and recovery community engagement: Standards 20-25

Principle H. Model prosocial behaviors and relationship enhancement skills: Standard 26

Principle I. Cultivate the resident’s sense of belonging and responsibility for commun Standards 27-29

Domain 4 Good Neighbor Principle J. Be a good neighbor: Standards 30 and 31

= Standard may be subject to state requirement ¥ = Ronuter

‘= Recommended

Domains, Core Principles and Standards

Administrative and Operational Domain

A. | Core P:

ciple: Operate with Integrity

1._| Use mission and vision as guides for decision making a ‘A written mission that reflects a commitment to those served | W[ Yl Vv] v7 and identifies the population served which, at a minimum, includes persons in recovery from a substance use disorder:

b. ‘A vision statement that is consistent with NARR’s core vivilvilv principles.

| Adhere to legal and ethical codes and use best busin

s practices

a. Documentation of legal business entity (eg, incorporation, Arar Ard LLC documents or business license).

B Documentation that the owner/operator has current ability | ~”| vw | “| 7 coverage and other insurance appropriate to the level of support. _|

the owner is other than the recovery residence operator) to operate a recovery residence on the property.

CB ‘A statement attesting to compliance with nondiscriminatory viviviv state and fedoral requirements.

Operator attests that claims made in marketing materialsand | “| “| “| 4 advertising will be honest and substantiated and that it does not employ any of the following

Palse or misleading statements or unfounded claims or exaggerations;
Testimonials that do not refleot the real opinion of the involved individual,
Price claims that are misleading;
‘Therapeutic strategies for which licensure and/or counseling certifications are required but not applicable at the site; oF
Misleading representation of outcomes,

Policy and procedures that ensure that appropriate background r[R|v

checks (due diligence practices) ate conducted forall staff who

will have direct and regular interaction with residents.

& Poliey and procedures that ensure the following conditions are| “| “| “| v met if the residence provider employs, contracts with or enters into a paid work agreement with residents:

«Paid work arrangements are completely voluntary. «Residents do not suffer consequences for declining work.

«Residents who accept paid work are not treated more favorably than residents who do not

‘The National Alliance for Recovery Residences

= Standard may be subject state requirement

‘+ Paid work for the operator or staff does not impair participating residents” progress towards their recovery goals

‘The paid work is treated the same as any other employment situation,

‘© Wages are commensurate with marketplace value and at least minimum wage.

‘+The arrangements are viewed by a majority of the residents as fair.

privileges on residents

Staff must never become involved in residents’ personal viv financial affairs, including lending or borrowing money, or other transactions involving property or services, except that the operator may make agreements with residents with respect to payment of fees.

A policy and practice that provider has a code of ethies that is | ~ | 7 aligned with the NARR code of ethics. There is evidence that this document is read and signed by all those associated with the operation of the recovery residence, to include owners, operators, staff and voluntecrs.

3._| Be financially honest and forthright

oy Prior to the initial acceptance oF any funds, the operator must [ ” | 7 inform applicants of all fees and charges for which they be, or could potentially be, responsible. This information needs to be in writing and signed by the applicant

b Use of an accounting system which documents all resident viVv

financial transactions such as fees, payments and deposits

Ability to produce clear statements of a resident’s financial dealings with the operator within reasonable timeframes.

Payments made by 3" party payers are noted

rs ‘A policy and practice that residents be informed of payments] 7 | 7 from 3° party payers for any fees paid on their behalf,

| Collect data for continuous quality improvement

Policies and procedures regarding collection of resident’s viv information, At a minimum data collection will

‘© Protect individual’s identity

‘+ Bo used for continuous quality improvement and

+= Standatd may be subject to state requirement ype subi i. = Recommended

| ‘© be part of day-to-day operations and regularly reviewed by|

staff and residents (whereappropriate).

B. | Core Principle: Uphold Residents’ Rights

resident and community privacy and confidentiality.

Communicate rights and requirements before agreements are signed

= Documentation of a process that requires a written agreement | 7 Vv prior to committing to terms that includes the following: © Resident rights

Financial obligations, and agreements «Services provided © Recovery goals
Relapse policies «Policies regarding removal of personal property left in the

residence

Protect resident information ~ a Policies and procedures that Keap residents” records secure, [7 | v

with access limited to authorized staff

B. Policies and procedures that comply with applicable Vv v confidentiality laws. Policies and procedures, including social media, protecting | 7 v

Core Principle: Create a culture of empowerment where in governance and leadership

residents engage

| Involve residents in governance

Tividence that some rules are made by the residents that the Vv

residents (not the staf) implement,

Grievance policy and procedures, including the right o take | 7

unresolved grievances to the operator’s oversight organization.

roy

Verification that written resident’s rights and requirements Vv

(e.g. residence rules and grievance process) are posted or otherwise available in common areas.

Policies and procedures that promote resident-driven length of | 7

stay.

Evidence that residents have opportunities to be heard in the ‘governance of the residence; however, decision making remains with the operator.

Promote resident involvement in a developmental approach

to recovery

eer support interactions among residents are facilitated to expand responsibilities for personal and community recovery.

Written responsi feedback for residence leaders.

jes, role descriptions, guidelines and/or | FR

Tvidence that residents” recovery progress and challenges are recognized and strengths are celebrated,

‘The National Alliance for Recovery Residences += Standard may be subject to state requirement

[ARR Standard 3.0~ Dra "Novernber 2018; Page 4 of 12 Y= Reguled

Core Principle: Develop Staff Abilities to Apply the Social Model

| Staff model and teach recovery skills and behaviors

‘empathy, respect, support and unconditional positive regard.

a Bvidence that management supports stalf members v[v[v maintaining self-care.

Db Eyidence that staff are supported in maintaining appropriate viviVv boundaries according to a code of conduct.

c Evidence that staff are encouraged (0 have a network of viv[V support. Evidence that staff are expected to model genuineness, viIv[v

10, | Enswi

re potential and current staff are trained or credentialed appropriate to the residence level

Policies that value individuals chosen for leadership roles who are versed and trained in the Social Model of recovery and best practices ofthe profession,

v[v¥iV

and procedures for acceptance and verification of certification(s) when appropriate.

Staffing plan that demonstrates continuous development for all staff

Staff are culturally responsive and competent

Policies and procedures that serve the priority population, ‘hich at a minimum include persons in recovery fom substance use but may also include other demographic criteria.

Cultural responsiveness and competence training or certification are provided.

viv[v

| All staff positions are guided by written job descriptions that reflect recovery

knowledge, skills and abilities needed to deliver services. Ideally, eligibility to deliver services includes lived experience recovering from substance use disorders and the ability to reflect recovery principles.

a Job descriptions include position responsibilities and v[v[v certification/licensure and/or lived experience credential requirements b. Job descriptions require staff to Facilitate access to Tocal viv based resources, © Job descriptions include staff responsibilities, eligibility, and | Vv

_| Provide Social Model-Oriented Supervision of Staff

a Policies and procedures for ongoing performance development v~Tvl 4 of staff appropriate to staff roles and residence level B Evidence that management and supervisory stalf acknowledge viv staff achievements and professional development. R © Evidence that supervisors (Including top management) create a viviv positive, productive work environment for staff. COPYRIGHT 2018 [ARR Standard 3.0~ Dra

‘The National Alliance for Recovery Residences

= Standard may be subject to state requirement

‘November 2018; Page Sof 12

Physical Environment Domain

LEVELS

Core Principle: Provide a Home-like Environment

14, | The residence is comfortable, inviting, and meets residents’ needs

Verification that the residence is in good repair, clean, and well] 7 maintained

Verification that furnishings are typical of those in single v family homes or apartments as opposed to institutional settings.

‘Verification that entrances and exits are home-like vs. institutional or clinical,

Verification of 50+ 89, R per bed per sleeping room,

erification that there is a minimum oF one sink, toilet and shower per six residents

Verification that each resident has personal item storage.

Verification that each resident has food storage space.

residents.

Vv Vv Verification that laundry services are accessible to all Vv v

Verification that all appliances are in safe, working condition, a |

sf sisis) sis) 8

si osisish Sisf 8

iving space is conducive to building community

‘Verification that a mecting space is large enough t0 v accommodate all residents.

S S

_small group activities and socializing

Verification that a comfortable group area provides space for | 7

Verification that kitchen and dining area(s) are large enough | 7 to accommodate all residents sharing meals together.

Verification that entertainment or recreational areas and/or Vv furnishings promoting social engagement are provided.

EOS

F. | Core Principle: Promote a Safe and Healthy Environment

| Provide an alcohol and illicit drug free environment

Policy prohibits the use of alcohol and/or illicit drug use or seeking.

Policy lists prohibited items and states procedures for associated searches by staff

Policy and procedures for drug screening and/or toxicology protocols.

sEosps

Policy and procedures that address residents” preseription and non-prescription medication usage and storage consistent with the residence’s level and with relevant state law.

syess sSosts

Policies and procedures that encourage residents to take v responsibility for their own and other residents” safoty and

health,

NARR Standard 3.0 Draft

=Required Fe = Recommended

‘The National Alliance for Recovery Residences 2 NARR "November 2018; Page 6 of 12 Standard may be subject to state requirement pas

| Promote Home Safety

‘Operator will attest that electrical, mechanical, and structural | 7] 7 components of the property are functional and free of fire and safety hazards,

B. ‘Operator will atest that the residence meefs local health and | ” | ~ safety codes appropriate to the type of occupancy (e.g. single family or other) OR provide documentation from a government] agency or credentialed inspector attesting to the property meeting health and safety standards.

e ‘Verification that the residence has a safety inspection viv policy requiring periodic verification of ‘* Functional smoke detectors in all bedroom spaces and elsewhere as code demands,

Functional carbon monoxide detectors, if residence has gas HVAC, hot water or appliances
Functional fire extinguishers placed in plain sight and/or clearly marked locations, ‘+ Regular, documented inspections of smoke detectors, carbon monoxide detectors and fire extinguishers, ‘+ Fire and other emergency evacuation drills take place regularly and are documented (not required for Level 1 Residences),

| Promote Health a Policy regarding smoke-free living environment and/or arr designated smoking area outside ofthe residence, Db Policy regarding exposure to bodily fluids and contagious viv

disease.

for emergencies including intoxication, withdrawal and overdose

Verification that emergency numbers, procedures (including | 7 | 7 overdose and other emergeney responses) and evacuation maps are posted in conspicuous locations.

B. Documentation that emergency contact information is vi\¢7 collected from residents

Verification that Naloxone is accessible at each location, and | 7 | 7 appropriate individuals are knowledgeable and trained in its use.

= Standard may be subject to state requirement

Recovery Support Doma LEVELS

G. | Core Principle: Facilitate Active Recovery and Recovery Community Engagement

20, | Promote meaningful activities a Documentation that residents are encouraged to do at least one | of the following:

‘© Work, go to school, or voluntecr outside of the residence (Level 1, 2 and some 3s)

«Participate in mutual aid or caregiving (All Levels)

«Participate in social, physical or creative activities (All Levels)

‘© Participate in daily or weekly community activities (AIL Levels)

21, | Engage residents in recovery planning and development of recovery capital

a ~ Evidence that each resident develops and participates in vivilyv

individualized recovery planning that includes an exit

planisteategy

Evidence that residents increase recovery capital through such | w | v| v | 7

things as recovery support and community service,

work/employment, ete.

Written criteria and guidelines explain expectations for peer | ~| vw | v1 v

|__ leadership and mentoring roles.

fc in daily or weekly programming (Level 3’s and

22, | Promote acces

to community supports

a ‘Resource directories, written or electronic, are made available | 7] v| vl wv to residents, be ‘Staff’and/or resident leaders educate residents about local viviviev

community-based resources.

| Provide mutually beneficial peer recovery support

a ‘A weekly schedule details recovery support services, events viv and activities. B. Evidence that resident-to resident peer support is facilitated: | 7 | 7] 7 | v7

Evidence that residents are taught to think of themselves

‘as peer supporters for others in recovery

Byidence that residents are encouraged to practice peet support interactions with other residents.

24, | Provide recovery support and life skills development services a Provide structured scheduled, curriculum-driven, viv and/or otherwise defined support services and life skills development. ‘Trained staff (peer and clinical) provide learning opportunities.

“| ‘Ongoing performance support and training are provided for viv b. staf. ; 25. | Provide clinical services in accordance with state law | __ Evidence that the program’s weekly schedule includes olin al | I [*[v COPYRIGHT 2018 NARR Standard 30~ Dra

November 2018; Page 8 of 12

‘The National Alliance for Recovery Residences zh oir

+= Standard may be subject to state requirement

= Recommended

servis l

H. | Core Principle: Model Prosocial Behaviors and Relationship Enhancement Skills

| Maintain a respectful environment

cs Byidence that staff and residents model genuineness, empathy | pe | 7 | “| 7 —_ and positive regard. B. Evidence that trauma informed or resilience-promoting viv practices are a priority, RIR cs Evidence that mechanisms exist for residents to informand | 7 | v| v| wv help guide operations and advocate for community-building, I. | Core Principle: Cultivate the Resident’s Sense of Belonging and

Responsibility for Community

27, | Sustain a “functionally equivalent family” within the residence by meeting at

least 50% of the following: a Residents are involved in food preparation, AAnCAnA be Residents have a voice in determining with whom theylive. | v| vl viv 3 Residents help maintain and clean the home (chores, e.). AAA [_ a Residents share in household expenses, vivivivw © ‘Community or residence meetings are held at least once a viv[vle week. t Residents have access to common areas of the home. viviviv 28. | Foster ethical, peer-based mutually supportive relationships among residents and staff a Engagement in informal activites is encouraged. CAAA be Engagement in formal activities is required. viv c ‘Community gatherings, recreational events and/or other social | 7 | w | wv | 7 activities occur periodically. a ‘Transition (e.g. entry, phase movement and exit) rituals vi[vlele promote residents’ sense of belonging and confer progressive status and increasing opportunities within the recovery living environment and community. 29, |_Connect residents to the local community a. | Residents are linked to mutual aid, recovery activities and vivivjiv recovery advocacy opportunities. | b. Residents find and sustain relationships with one or more Riv|v|v recovery mentors or mutual aid sponsors, Residents attend mutual aid meetings or equivalent suppot | pe] ~| 7] wv services in the community Documentation that residents are formally Tinked with the Ri“ivi/ ‘community such as job search, education, family services, health and/or housing programs. [re Documentation that resident and staffengage incommunity [pe] 7) w| vw relations and interactions to promote kinship with other recovery communities and goodwill for recovery services. t ‘Residents are encouraged (0 sustain relationships inside the | ”| ”| 7 | v7 residence and with others in the external recovery community COPYRIGHT 2018 ARR Standard 3.0~ Dra ‘The National Alliance for Recovery Residences 2 NARR November 2018; Page 9 of 12

= Standard may be subject to state requirement

v= Required = Recommended

Good Neighbor Domain

LEVELS

J. | Core Principle: Be a Good Neighbor

30, | Be responsive to neighbor concerns

Resident and staff orientations include how to greet and interact with neighbors and/or concerned parties.

a Policies and procedures provide neighbors with the vivilviv responsible person’s contact information upon request. B. Policies and procedures that require the responsible person(s) | 7” | v| v| wv | to respond to neighbor’s concerns. | © v

| Have courtesy ru

Preemptive policies address common complaints regarding at least:

«Smoking

Loitering
Lewd or offensive language
Cleanliness ofthe property

Parking courtesy rules are documented,

‘The National Alliance for Recovery Residences

= Standard may be subject to state requirement

NARRS

dard 30— Dra November 2018; Page 10 of 12 Y= Required

= Recommended

Reference Guide

DOMAINS: Notice that there are four (4) Domains, the major sections of the document above labeled

numerically 1-4 (These are the largest numbers on the document and are in white on a black background) 1, Administrative and Operational Domain

Physical Environment Domain Example:
Recovery Support Domain 1 DOMAIN

4, Good Neighbor Domain ’

CORE PRINCIPLES: Under each of the 4 Domains are ten (10) Core Principles labeled alphabetically with capital letters, A-J in black type with gray backgrounds: ‘A. Operate with Integrity

y Example:

B_ Uphold Residents’ Rights ioe “ORE

C Create a Culture of Empowerment Where G PRINCIPLE Residents Engage in Governance and

Leadership D_ Develop Staff Abilities to Apply the Social Mode! FE. Provide a Home-like Environment IF Promote a Safe and Healthy Environment G Facilitate Active Recovery and Recovery Community Engagement H_ Model Prosovial Behaviors and Relationship Enhancement Skills I Cultivate the Resident’s Sense of Belonging and Responsibility for Community J Bea Good Neighbor

STANDARDS: Under each of the 10 Core

Example:

Prineiples are the thirty-one (31) Standards labeled 18, | stanparo

numerically from 1-31, in black print with white . 8

backgrounds,

SUBSECTIONS: And, finally, under each of the

31 Standards are indented subsections labeled. Bxample;

alphabetically in lower-case letters from “a,” to as a. sub.

many letters as were needed for each standard. b oe a

For quick references to NARR Standards, you may find abbreviations such as the following helpful, or you may find others using them and want to be sure you are understanding the references;

2, F,16. c.

“2, F416, e” is just short-hand for saying, “We are referring to the Physical Environment Domain 2”), Core Principle “F” (“Promote a Safe and Healthy Environment”), Standard “16.” (“Provide an alcohol and illicit drug free environment”), and subsection “c.” (“Policy and procedures for drug sereening and/or toxicology protocols”).

= Standard may be subject to state requirement sauces

3 = Recommended

TEST YOURSELF:

If you see a reference to “4, J,30. b.”, to what is it referring?

Your answer

’ Je Roque = Standard may be subject to state requirement sre eeconmandes

Recovery Resource Centers

Recovery Centers provide a community-based, non-clinical setting that is safe, welcoming and aleohol/drug-free for the whole community. They promote long-term recovery through skill- building, recreation, employment readiness and the opportunity to connect with peers who are going through similar challenges. They also provide health, wellness and other critical supports to people and families who are in recovery from a substance use disorder or are seeking recovery. Recovery Centers offer non-clinical recovery supports in the form of emotional, informational, instrumental (concrete) support and positive affiliation.

‘A Recovery Resource Center is a community center open to all individuals and families in recovery or those who have been impacted by substance use and mental health disorders. It is a family-friendly location for people to gather and build social connections as they strengthen their recovery.

Virginia Association of Recovery Residences (VARR)

VARR is the credentialing entity for state certification through the Department of Behavioral Health and Developmental Services (DBHDS) that certifies recovery residences around the NARR Standards and a Social Model of Recovery.

Missior

Our mission is to set high levels of standards for quality recovery residences in Virginia and accredit residences that meet such rigorous criteria in order to support persons in recovery with information and access to recovery residences bound together by the core principles of standards, ethics, and unity.

‘As the Virginia state affiliate of the National Alliance for Recovery Residences (NARR), VARR monitors, evaluates, and improves standards to build the highest level of quality for recovery residences, so all Virginians have timely access to effective recovery support services.

tified Recovery Residen As a credentialing entity for state certification through the Department of Behavioral Health and Developmental Services (DBHDS), VARR certifies recovery residences around the NARR Standards and a Social Model of Recovery. VARR members provide the highest level of service to their residents in the state of Virginia, A “recovery residence” denotes a safe and healthy residential environment in which skills vital for sustaining recovery are learned and practiced in a home-like setting, based on Social Model principles. The Social Model is fundamental to all levels of recovery residences and is operationalized by the NARR Standards. Social Model philosophy promotes norms that reinforce healthy living skills and associated values, attitudes, and connection with self and community for sustaining recovery.

Page 1 of 7

SAMSHA

https://www.samhsa.gov/affordable Housing Models and Recovery Main page content

Connection, support, sobriety, employment, and quality of life—these are all significant outcomes for people in recovery, Recovery, being unique to each person, warrants a range of housing options for people, whether they are transitioning from homelessness, a treatment facility, or even their own home. Continuums of affordable housing models from Housing First to recovery housing are invaluable to people in recovery in all walks of life.

Affordable Housing

Affordable housing models include Permanent Supportive Housing (PSH), Housing First, and recovery housing. PSH is community-based housing targeted to extremely low- income households with serious and long-term disabilities. It combines permanent housing with case management and wraparound care. Similarly, Housing First helps individuals and families sustain permanent housing quickly, regardless of prior engagement with services. Research shows that this approach often fits within what people experiencing homelessness are seeking and there is documented success. A summary of Housing First research is described by the National Alliance to End Homelessness in its report, Housing First for Families: Research to Support the Development of a Housing First for Families Training Curriculum. Positive outcomes have been found in homelessness prevention and in successful transitions from shelter to independent living, It has also worked well with several specific subgroups, such as families and women.

Recovery Housing

Recovery housing approaches differ in that they are characterized by alcohol-and-drug- free living settings, but similar in that they involve peer support and other addiction recovery aids. Recovery housing can range along a continuum of four non-linear levels described by the National Association of Recovery Residences (NARR). These levels ranges from peer-run establishments like Oxford Housing (level |), to monitored sober living homes (level II), to supervised housing (level Ill), and residential treatment housing (level IV). Regardless of the type of housing, all programs tend to require readings and attendance at Narcotics Anonymous or Alcoholics Anonymous meetings. Programs typically also require involvement with the community and employment, in addition to other person-specific services. Research on communal housing settings known as Oxford Houses found that people who enter recovery housing—when compared to people

Page 2 of 7

returning to their community directly after treatment—typically have decreased rates of substance use and incarceration. They are also more likely to have increased rates of employment, according to a 2010 study on recovery outcomes of people living in sober living houses.

The Ohio Council of Behavioral Health and Family Services Providers and the Center for Social Innovation produced a related report, Recovery Housing in the State of Ohio: Findings and Recommendations from an Environmental Scan ~ 2013 (PDF | 3 MB). Although itis specific to Ohio in terms of findings and policy recommendations, the report includes a broad overview of recovery housing, and research on recovery housing. Overall, the report indicates a need for public awareness around recovery housing and substance use on multiple levels—tocal, state, and national. Policy recommendations are included with each finding.

Key findings include:

Current variations in recovery housing definitions, language, and understanding pose challenges to the efforts to advance it as a model.
Effective recovery housing requires a range of recovery supports that are often the most difficult to fund.
Various mechanisms exist to support recovery housing. However, the availability of funds and ability to access them varies significantly.
Recovery housing providers require support in connecting and collaborating with established systems of care rather than creating a parallel system
Within local service networks, some recovery housing providers experience perceived and actual barriers to collaboration.

County and local community contexts influence the development and expansion of recovery housing,

Despite many advocates who recognize the need for client choice between transitional housing options and housing that requires a clean and sober living environment, it can be challenging to integrate recovery housing into the continuum of affordable housing options. Ultimately, safe and healthy living environments are needed and important for people in recovery. As recovery is unique to each individual, a range of housing options that support recovery and are both available and affordable is paramount,

Learn more about Housing First at the National Alliance to End Homelessness. Access more behavioral health and homelessness resources,

Last Updated - Last Updated: 09/26/2022

Page 3 of 7

National Alliance for Recovery Residences (NARR)

‘The National Alliance for Recovery Residences (NARR) is a 501-c3 nonprofit organization dedicated to expanding the availability of well-operated, ethical and supportive recovery housing. We have developed the most widely referenced national standard for the operation of recovery residences. We work with and support 30 state affiliate organizations. NARR and these organizations collectively support over 25,000 persons in addiction recovery who are living in over 2,500 certified recovery residences throughout the United States.

Mission Our mission is to support persons in recovery from addiction by improving their access to quality

recovery residences through standards, support services, placement, education, research and advocacy.

Vision We envision all persons in recovery from addiction having access to the recovery support they

need to live happier, healthier lives. NARR values hope, compassion, respect, honesty, responsibility, and fairness.

History NARR was founded in 2011 by a group of organizations and individuals with deep recovery

housing expertise, and a goal of developing and promoting best practices in the operation of recovery residences.

Partnerships

NARR works with federal government agencies, national addiction and recovery organization with our state-level recovery housing organizations, and with state addiction services agencies in pursuit of better and more accessible recovery housing opportunities.

Mailing Address NARR

569 Selby Ave,

St. Paul, MN 55102

Evidenced-Informed Practice Recovery Residences/Sober Houses

Evidence-informed practice (EIP) is a term that can be used in different fields to describe the use of current best practice in decision making. It involves integrating research evidence, practitioner expertise, client preferences, and contextual factors. It is similar to evidence-based practice, but allows for more innovation and adaptation based on the specific situation. It also recognizes the importance of culture and ethics in the delivery of services!

Page 4 of 7

Social Model —Means long- term care services based on the abilities, desires, and functional needs of the individual delivered in a setting that is more home- like than institutional, that promote the dignity, individuality, privacy, independence and autonomy of the individual, that respects residents” differences and promotes residents’ choices.

Sober living houses - also called sober homes and sober living environments are facilities that provide safe housing and supportive, structured living conditions for people exiting drug rehabilitation programs, SLHs serve as a transitional environment between such programs and mainstream society.

DBHDS

A recovery residence is a housing facility that provides alcohol-free and illicit-drug-free housing to individuals with substance abuse disorders and individuals with co-occurring mental illnesses and substance abuse disorders that does not include clinical treatment services.

SAMSHA

Core Competencies for Peer Workers Banners Banner - BRSS TACS What Are Core Competencies? Core competencies are the capacity to easily perform a role or function. They are often described as clusters of the knowledge, skills, and attitudes a person needs to have to successfully perform a role or job. Training, mentoring, and supervision can help people develop core competencies.

Peer wi 's and peer recovery support services have become increasingly central to people’s ability to live with or recover from mental and/or substance use disorders. Community-based organizations led by peer workers also play a growing role in helping people find recovery. Both mental health consumers and people in recovery from substance use disorders have recognized the need for core competencies, and both communities actively participated in developing these core competencies for peer support workers.

SAMHSA—in conjunction with diverse subject matter experts—conducted research to identify core competencies for peer workers in behavioral health, The draft core competencies were posted online for public comment. The following

Page 5 of 7

document represents the final product of that process, which incorporated input from hundreds of people around the United States:

« Core Competencies for Peer Workers in Behavioral Health Services =

2018 (PDF | 251 KB:

Access a list of frequently asked questions about core competencies for peer workers to learn more.

Potential Uses of Core Competencies

Core competencies have the potential to guide service delivery and promote best practices in peer support. They can be used to inform peer training programs, help develop certification standards, and inform job descriptions. Supervisors will be able to use these competencies to appraise peer workers’ job performance and peers will be able to assess their own work performance and set goals for continued development.

Core competencies are not intended to create a barrier for people wishing to enter the peer workforce. Rather they are intended to guide the development of initial and ongoing training that supports peer workers’ entry into this important work and continued skill development.

Principles of Core Competencies

Core competencies for peer workers reflect certain foundational principles identified by members of the mental health consumer and substance use disorder recovery communities. These are:

« Recovery-oriented: Peer workers hold out hope to those they serve, partnering with them to envision and achieve a meaningful and purposeful life. Peer workers help those they serve identify and build on strengths and empower them to choose for themselves, recognizing that there are multiple pathways to recovery.

Person-centered: Peer recovery support services are always directed by the person participating in services. Peer recovery support is personalized to align with the specific hopes, goals, and preferences of the people served and to respond to specific needs the people has identified to the peer worker,
Voluntary: Peer workers are partners or consultants to those they serve. They do not dictate the types of services provided or the elements of recovery plans that will guide their work with peers.

Page 6 of 7

Participation in peer recovery support services is always contingent on peer choice.

« Relationship-focused: The relationship between the peer worker and the peer is the foundation on which peer recovery support services and

support are provided. The relationship between the peer worker and peer is respectful, trusting, empathetic, collaborative, and mutual.

Trauma-informed: Peer recovery support utilizes a strength-based framework that emphasizes physical, psychological, and emotional safety and creates opportunities for survivors to rebuild a sense of control and empowerment.

Last Updated

Last Updated: 04/14/2022

Page 7 of 7

SAMSHA

https://www.samhsa.gov/affordable Housing Models and Recovery

Main page content

Connection, support, sobriety, employment, and quality of life—these are all significant outcomes for people in recovery. Recovery, being unique to each person, warrants a range of housing options for people, whether they are transitioning from homelessness, a treatment facility, or even their own home. Continuums of affordable housing models

from Housing First to recovery housing are invaluable to people in recovery in all walks of life.

Affordable Housing

Affordable housing models include Permanent Supportive Housing (PSH), Housing First, and recovery housing, PSH is community-based housing targeted to extremely low- income households with serious and long-term disabilities. It combines permanent housing with case management and wraparound care. Similarly, Housing First helps individuals and families sustain permanent housing quickly, regardless of prior engagement with services. Research shows that this approach often fits within what people experiencing homelessness are seeking and there is documented success. A summary of Housing First research is described by the National Alliance to End Homelessness in its report, Housing First for Families: Research to Support the Development of a Housing First for Families Training Curriculum, Positive outcomes have been found in homelessness prevention and in successful transitions from shelter to independent living. It has also worked well with several specific subgroups, such as families and women.

Recovery Housing

Recovery housing approaches differ in that they are characterized by alcohol-and-drug- free living settings, but similar in that they involve peer support and other addiction recovery aids. Recovery housing can range along a continuum of four non-linear levels described by the National Association of Recovery Residences (NARR). These levels ranges from peer-run establishments like Oxford Housing (level |), to monitored sober living homes (level Ii), to supervised housing (level Il, and residential treatment housing (level IV). Regardless of the type of housing, all programs tend to require readings and attendance at Narcotics Anonymous or Alcoholics Anonymous meetings. Programs typically also require involvement with the community and employment, in addition to other person-specific services. Research on communal housing settings known as Oxford Houses found that people who enter recovery housing—when compared to people

Page 1 of 4

The Ohio Council of Behavioral Health and Family Services Providers and the Center for Social Innovation produced a related report, Recovery Housing in the State of Ohio: Findings and Recommendations from an Environmental Scan - 2013 (PDF | 3 MB). Although it is specific to Ohio in terms of findings and policy recommendations, the report includes a broad overview of recovery housing, and research on recovery housing, Overall, the report indicates a need for public awareness around recovery housing and substance use on multiple levels—local, state, and national. Policy recommendations are included with each finding.

Key findings include:

Current variations in recovery housing definitions, language, and understanding pose challenges to the efforts to advance it as a model.
Effective recovery housing requires a range of recovery supports that are often the most difficult to fund.
Various mechanisms exist to support recovery housing. However, the availability of funds and ability to access them varies significantly.
Recovery housing providers require support in connecting and collaborating with established systems of care rather than creating a parallel system.
Within local service networks, some recovery housing providers experience perceived and actual barriers to collaboration.
County and local community contexts influence the development and expansion of recovery housing.

Learn more about Housing First at the National Alliance to End Hot snes.

Access more behavioral health and homelessness resources.

Last Updated - Last Updated: 09/26/2022

Page 2 of 4

National Alliance for Recovery Residences (NARR)

The National Alliance for Recovery Residences (NARR) is a 501-c3 nonprofit organization dedicated to expanding the availability of well-operated, ethical and supportive recovery housing. We have developed the most widely referenced national standard for the operation of recovery residences. We work with and support 30 state affiliate organizations. NARR and these organizations collectively support over 25,000 persons in addiction recovery

who are living in over 2,500 certified recovery residences throughout the United States.

Mission Our mission is to support persons in recovery from addiction by improving their

access to quality recovery residences through standards, support services, placement, education, research and advocacy.

Vision We envision all persons in recovery from addiction having access to the recovery

support they need to live happier, healthier lives. NARR values hope, compassion, respect, honesty, responsibility, and fairness.

History

NARR was founded in 2011 by a group of organizations and individuals with deep recovery housing expertise, and a goal of developing and promoting best practices in the operation of recovery residences.

Partnerships NARR works with federal government agencies, national addiction and recovery organization with our state-level recovery housing organizations, and with state

addiction services agencies in pursuit of better and more accessible recovery housing opportunities.

Mailing Address NARR

569 Selby Ave.

St, Paul, MN 55102

Page 3 of 4

Evidenced-Informed Practice Recovery Residences/Sober Houses

Evidence-Informed Practice

Evidence-informed practice (BIP) is a term that can be used in different fields to describe the use of current best practice in decision making, It involves integrating research evidence, practitioner expertise, client preferences, and contextual factors. It is similar to evidence-based practice, but

allows for more innovation and adaptation based on the specific situation. It also recognizes the importance of culture and ethics in the delivery of services’.

Sober living houses - also called sober homes and sober living environments are facilities that provide safe housing and supportive, structured living conditions for people exiting drug rehabilitation programs. SLHs serve as a transitional environment between such programs and mainstream society.

DBHDS

Page 4 of 4

NARR

National Association of Recovery Residences

com.

A Primer on Recovery Residences: FAQs

from the

National Association of Recovery Residences

September 20, 2012

Recommended citation for this paper: A primer on recovery residences: Frequently asked questions. (2012). National Association of Recovery Residences. Accessible at www.narronline.com.

National Association of Recovery Residences 5456 Peachtree Boulevard, Suite 431 Atlanta, GA 30341

www.narronli

Introduction.

aePR

i 12.

Recovery Home Residents

15, 16,

ai. 22. 23. 24,

The National Association of Recovery Residences A Primer on Recovery Residences: FAQs

Table of Contents

What is a recovery residence? …

What is the primary purpose of a recovery residence? What services do recovery residences provide? ws.

How are recovery residences managed to ensure the safety of the local neighborhood and community? … sos

How long have recovery residences existed in the United States? How are recovery residences internally governed and externally regulated?

How can I find a local recovery residence that best meets my needs?. How many recovery residences exist in the United States? Where are recovery residences typically located?,

Is there a national organization that represents recovery residences in the US?

Do recovery residences honor all pathways to recovery or just AA and NA? If so, how do they do that?

Are residents expected to work and volunteer?.

How does someone get into a recovery residence Are there stages/tiers of participation in recovery residences? What is known about the character residences?..

s of people living within recovery

What percentage of residents will have completed or stil be involved in professional treatment?.

(What isthe degree of involvement in AA, NA, and other groups and i

overy mutual s tutions of persons living in recovery residences?

How do service needs and the degree of problem severity affect admission decisions to recovery residences’ ‘Are people taking medications (e.g, methadone, buprenorphine, other

medication-assisted therapies, other prescription medications, ot over-the-counter medications) accepted into recovery residences and if so, how are the medications

managed’… AT How long do people stay in a recovery residence? … AT What happens if’a resident ofa recovery home uses alcohol or drugs? 18 What does it cost to stay in a recovery residence? 19 How are recovery residences financially supported? 19

A Primer on Recovery Residences — FAQs: NARR, September 20, 2012 2

Recovery Residences and Recovery Outcomes (2012) 25. Has there been research conducted on recovery residences? Level Dosssnsn Level I Level II] Level IV Summary of Outcomes 26. Can the research conclusions dawn from std applied to all recovery residences?

How does living in a recovery residence influence long-term addiction recovery outcomes?.. . . ones 16
What ingredients of the experience living in a recovery residence appear to have

the greatest direct effects in elevating recovery outcomes? 27

Do outcomes differ for people with co-occurring disorders (mental health, process addictions, major medical issues such as Hep C or HIV) living in recovery residences? Are recovery residences appropriate for these populations?

8 30. What benchmarks are used to evaluate the effectiveness of recovery residences?.. 29 31. Are there differences among types of neighborhoods and communities relative to the sustainability of recovery residences?.. oma 52, Do recovery and family outeomes differ for parents with young, children staying in recovery residences?.

33, Is there a minimal optimal length of stay in a recovery residence i achieving stable, sustainable recovery?

34, Do recovery residence outcomes differ by resident characteristics, e.g. age,

gender, ethnicity, co-occurring disorders, different amounts and kinds of recovery capital?..

terms of

Are there persons for whom recovery residences are not appropriate?..
Are recovery residences cost-effective?.. :
Are government loans available to start recovery residences’

Recovery Residences and the Community 38. How do recovery residences affect the neighborhoods in which they are located

Future Research on Recovery Residences

What are the most important questions about recovery residences that have not yet been studied? Se eenrmenaatS

Acknowledgements

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 3

National Association of Recovery Residences

A Primer on Recovery Residence in the United States: FAQs Access this and other papers at www.narronline.com

Introduction

Recovery residences have spread rapidly in the United States in recent decades. In 2011, the National Association of Recovery Residences (NARR) was founded to promote a recovery-oriented continuum of support for those with substance use disorders by credentialing recovery residences that implement empirically based recovery principles and practice standards. NARR currently represents more than 1,900 recovery residences in the United States, The purpose of this document is to answer some of the most frequently asked questions about recovery residences.

Answers to general questions on recovery residences were prepared by George Braucht, Jason Howell, Dave Sheridan and others on the NARR advocacy committee; answers to questions related to research on recovery residences were answered by an independent expert panel that included Leonard A. Jason, PhD, Director, Center for Community Research, DePaul University; Amy A. Mericle, PhD, Research Scientist, ‘Treatment Research Institute; Douglas L. Polcin, EdD, Senior Scientist, Alcohol Research Group; and William L. White, MA, Senior Research Consultant, Chestnut Health Systems. Assistance in reviewing existing research was also provided by Ronald Harvey, MA, and Bronwyn Hunter, MA, DePaul University, and ried Wittman, Ph.D., Alcohol Research Group.

Fred Way, Executive Director of the Philadelphia Association of Recovery Residences (PARR), served as liaison between the NARR advocacy committee and the expert panel. At the time this primer was first prepared, the following individuals served on the NARR Board of Directors: Tom Bennett, Texas, Ranch at Dove Tree; Susan Blacksher, California, California Association of Addiction Recovery Resources; Eddie Bryant, Michigan, Michigan Association of Recovery Residences; Michelle Adams Byme, Texas, Recovery Inn; Susan Binns, ‘Tennessee, YANA, AHHAP; George Braucht, Georgia, Board of Pardons and Paroles; Lori Criss, Ohio, The Ohio Council of Behavioral Health and Family Services Providers; Chris Edrington, Minnesota, Colorado St. Paul Sober Living; Beth Fisher, Georgia, North Carolina, South Carolina, Hope Homes; Trina Frierson, ‘Tennessee, Tennessee Association of Recovery Residences; Carlos Hardy, Maryland, Maryland Recovery Organization Connecting Communities; Tom Hill, Washington, D.C., Faces and Voices of Recovery; Jason Howell, Texas, Soberhood; Curtiss Kolodney, Connecticut, The Connecticut Community for Addiction Recovery; Ted McAllister, Georgia, Haven Homes; Kevin O’Hare, Michigan, Touchstone Recovery; Dave Sheridan, California, Sober Living Network; Susan Smith, Michigan, Network 180; Naney Steiner, Florida, Sanctuary; Nathan Lee Tate, Carolina, Recovery Residence Association of the Carolinas; and Fred Way, Pennsylvania, Philadelphia Association of Recovery Residences.

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 4

What is a recovery residence?

“Recovery residence” (RR) is a broad term describing a sober, safe, and healthy living environment that promotes recovery from alcohol and other drug use and associated problems. Many thousands exist in the United States that vary in size, organization, and target population, (The exact number of recovery residences is unknown sinee many RRs are not regulated by government or independent organizations.) Ata minimum, RRs offer peer-to-peer recovery support with some providing professionally delivered clinical services all aimed at promoting abstinence- based, long-term recovery.

Recovery residences are sober living environments, meaning that residents are expected to abstain from alcohol and illegal drug use. Each credentialed recovery residence publishes policies on relapse sanctions and readmission criteria and other rules governing group living. Recovery residences may require abstinence from particular types of medications according to individual policy.

What is the primary purpose of a recovery residence?

‘The purpose of a recovery residence is to provide a safe and healthy living environment to initiate and sustain recovery—defined as abstinence from alcohol and other non-prescribed drug use and improvement in one’s physical, mental, spiritual, and social wellbeing. Individuals build resources while living in a recovery residence that will continue to support their recovery as they transition to living independently and productively in the community.

What services do recovery residences provide?

Recovery residences are divided into Levels of Support based on the type as well as the intensity and duration of support that they offer. Services provided span from peer- to-peer recovery support (all recovery residences) to medical and counseling services (recovery residences offering higher levels of support). ‘The NARR Standards define minimum services for each Level of Support, but additional services may be provided at cach level. Section 5 of the NARR Standards included in the Appendix details the minimum required service elements for each Level of Support.

4, How are recovery residences managed to ensure the safety of the local neighborhood and community?

Recovery residences are guided by the NARR standards that established best practices for maintaining the safety and health of the residents, the local neighborhood, and the larger community, NARR-cettified recovery residences meet standards addressing safety from an administrative, operational, property, and good neighbors perspective (see Appendix).

‘A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 5

How long have recovery residences existed in the United States?

Residences with the mission of providing support for recovery from addiction

ed in the United States since the mid-nineteenth century. ‘The first such residence was a room established in 1841 to support members of the newly formed Washingtonian Temperance Society. In 1857, the Washingtonians opened a “home for the fallen” in Boston, which soon closed but was re-opened in 1863 as the Washingtonian Home of Boston, which evolved into one of the premier addiction treatment programs of the nineteenth century. ‘The Washingtonian Homes in Boston and Chicago were part of a larger network of inebriate homes that existed in tandem with religiously sponsored residential inebriate colonies (¢.g., Keswick Colony of Mercy), state-sponsored inebriate asylums (¢.g., New York State Incbriate Asylum), and private addiction cure institutes (c.g., Keeley Institutes, Gatlin Institutes, Neal Institutes) that thrived until the passage of state and then national prohibition laws (Baumohl & Room, 1987; White, 1998).

‘The early inebriate homes were replaced in the opening decades of the twentieth century with private hospitals and sanitaria catering to the affluent and local “jag houses” used for detoxification and respite. These gave way in the 1940s and 1950s to the development of recovery-supportive homes, retreats, and farms associated with Alcoholics Anonymous. One factor precipitating this shift included the increased popularity and expansion of Alcoholics Anonymous. A second factor was the emergence of tighter housing markets after World War II in many metropolitan areas, which made it increasingly difficult for individuals with alcohol and drug problems to find sober living environments that supported abstinence (Wittman, Biderman, & Hughes, 1993). In the city of Los Angeles, recovering AA members opened “twelfth step” houses to address the increased need for alcohol- and drug-free living environments. Managers of these houses cither mandated or strongly encouraged attendance at AA meetings. By the 1960s, Los Angeles supported several dozen such houses (Wittman, Bicerman, & Hughes, 1993) Growth of the houses expanded to other parts of Southern California over subsequent decades and resulted in the creation of the Sober Living Network in 1995. The Sober Living Network currently represents 550 sober living homes in five Southern California counties.

As more state-sponsored alcoholism programs were started in the 1950s, concerns grew about how to sustain personal recovery in the transition from the institution to the community. ‘This birthed new social institutions —the halfway house and the three~ quarter-way house—that provided semi-structured residential support designed to aid community re-entry (Cahn, 1969; Raush & Raush, 1968; Rubington, 1970). Many of these programs closed due to a loss of funding as more formal community-based treatment programs increased in the 1960s and 1970s,

‘A more formal residential model emerged in the late 1940s and early 1950s at Pioneer House and Hazelden that became known as the “Minnesota Model.” This model ‘was subsequently medicalized and widely replicated as a residential alcoholism treatment approach throughout the U.S, and Europe (Cook, 1988; Spicer, 1993). In the 1970s, a model of recovery support akin to carly Minnesota Model progtams developed in California. Christened “social model programs,” these programs provided an alternative to more medicalized models of treatment, but many of these programs fell under the sway

have e

A Primer on Recovery Residences ~ FAQs: NARR, September 20, 2012 6

of increased professionalism and evolved into more traditional addiction treatment organizations (Borkman, Kaskutas, Room, Bryan, & Barrows, 1998; Dodd, 1997).

Synanon was founded in 1958 as the first ex-addict-directed therapeutic community in the United States. This residential model of mutual support rapidly expanded in the 1960s and 1970s and was subsequently professionalized as a major addiction treatment modality (De Leon, 2000; Janzen, 2001; White, 1998). In the closing decades of the twentieth century, self-governed, financially self-supported recovery residences rapidly spread in the United States. ‘The largest of these networks of recovery residences is Oxford House that, since its inception in 1975, has grown to 1,521 houses in 45 states with a total resident capacity of more than 12,000 (Oxford House, Ine., 2012).

Recovery residences continued to grow in the opening year’s of the twenty-first century sparked by both increased need (resulting in part from harsh economic conditions in many cites), the emergence of recovery as an organizing construct for the addictions field, and inoreased interest in recovery support institutions that could extend the benefits of addiction treatment. ‘The history of recovery residences continues to unfold in the United States.

References

Baumohl, J., & Room, R. (1987). Inebriety, doctors, and the state: Alcoholism treatment institutions before 1940, In M. Galanter (Ed.), Recent developments in alcoholism: Volume five (pp. 135-174). New York: Plenum Publishing.

Borkman, T. J., Kaskutas, L, A., Room, J., Bryan, K., & Barrows, D. (1998). An historical and developmental analysis of social model programs. Journal of Substance Abuse Treatment, 15(1), 7-17. doiz10.1016/80740-5472(97)00244-4

Cahn, $. (1969). Alcoholism halfway houses: Relationships to other programs and

facilities. Social Work, 14(2) 50-60. Cook, C. (1988). ‘The Minnesota Model in the management of drug and alcohol dey

ndency: Miracle, method or myth? Part I, Philosophy and the programme. British Journal of Addictions, 83, 625-634. doi:10.1111/).1360- 0443.1988.tb02591.x

De Leon, G. (2000). The therapeutic community: Theory, model, and method. New York: Springer Publishing Company.

Dodd, M. H. (1997). Social model of recovery: Origin, early features, changes and future, Journal of Psychoactive Drugs, 29(2), 133-139. doi:10.1080/02791072.1997.10400179

Janzen, R. (2001). The rise and fall of Synanon. Baltimore: Johns Hopkins University Pr

Oxford House, Inc, Annual Report Fiscal Year 2011. (2012). Silver Springs, MD: Oxford House, Inc.

Raush, H., with Raush, C. (1968). The halfivay house movement. New York: Appleton Century Crofts.

Rubington, B. (1970). ‘The future of the halfway house. Quarterly Journal of Studies on Alcohol, 31, 167-174.

Spicer, J. (1993). The Minnesota Model: The evolution of the interdisciplinary approach 1o addiction recovery, Center City, MN: Hazelden Educational Materials.

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 7

White, W. L. (1998). Slaying the dragon: The history of addiction treatment and recovery in America. Bloomington, IL: Chestnut Health Systems. Wittman, F. D., Biderman, F., & Hughes, L. (1993). Sober living guidebook for alcohol and drug free housing (Pub No. ADP 92-00248). Sacramento, CA: Department of Alcohol and Drug Programs.

How are recovery residences internally governed and externally regulated?

6a, How are recovery residences internally governed at the residence level?

Recovery residences? intemal governance varies across NARR’s Levels of Support (see Appendix). Forms of governance range from demooratically run by the residents to oversight by licensed professionals.

6b, How are recovery residences externally regulated?

‘The regulation of recovery residences vary from state to state, local government to local government, and model to model. In general, states regulate professional services and local governments regulate health and safety standards, Both state and local government regulation must adhere to federal laws and limits, such as the Americans with Disabilities Act and the Fair Housing Act,

6c. What role do non-governmental organizations (NGO) play?

A vatiety of NGOs exist at the local, regional, and national level. NARR. exists at the national level and partners with other organizations at the regional level. Many states/regions have NARR affiliates that maintain policies and procedures for their members that meet the NARR Standard, Identify your local affiliate by going to the NARR website: www.narronline.com,

6d, Are recovery residences regulated by third party payers?

Some recovery residences accept third party payments (e.g., insurance, HUD, Medicaid, etc.). Third party payers define what is reimbursable and the service duration according to mandated standards of quality and practice. Check with your payer to determine the particular coverage that is offered or contact the specific recovery residences being considered,

Ave there different types of recovery residences?

Yes, there are many different types of recovery residences. Variations are found within and across all four Levels of Support (See Appendix). ‘These levels collectively provide a spectrum of housing to best meet the unique and changing needs of individuals

A Primer on Recovery Residences — FAQs: NARR, September 20, 2012 8

across the stages of long-term recovery. Recovery residences are also designed for specific/special populations such as language, gender, women with children, age, ¢o- occurring problems, medication status, and prison re-entry

How can I find a local recovery residence that best meets my needs?

NARR has defined four levels of recovery support in part to assist individuals looking for facilities that match their needs. Review these levels to determine the most suitable level of support. ‘Then contact your local/regional recovery residence association or speak to individuals active in the local recovery community for recommendations for that particular level of recovery residence. For professionals, an evidence-based placement tool for recovery residence is not available yet. However, ASAM criteria can be used to guide decisions for referral to professionally directed recovery residences,

Government telephone helplines and associated websites provide information on clinical or treatment resources but links to most recovery residences may not be provided. If you recently had a clinical assessment or were in treatment, ask the clinician for several RR recommendations. You can also search for “recovery residences in (your city or state)” on the internet. Additional sources include the telephone book; local professional organizations, faith communities, social scrvice agencies, and resource manuals; and NARR (www.narr-onling.com or email: [email protected]),

9, How many recovery residences exist in the United States?

‘To date, there has been no systematic inventory of RRs in the US. The National Survey of Substance Abuse Treatment Services (N-SSATS) represents the most comprehensive resource on facilities providing substance abuse treatment in the US. Many RRs do not consider themselves treatment facilities, and are not on the master list of organized substance abuse treatment facilities known to the Substance Abuse and Mental Health Services Administration (SAMHSA), which consists primarily of licensed, certified, or otherwise state-approved agencies (US Department of Health and Human Services, 2012). Further, even if RRs were on the master list and participated in the N- SSATS survey, it would be difficult to determine how many of the facilities surveyed identified as RRs because this is not queried as a type of service provided.

‘Some work to inventory RRs has been conducted by smaller regional and national associations. For example, most recent data provided by Oxford House, Inc. indicates that the current number of Oxford houses (NARR Level I residences) is over 1,500, having a total of 11,999 recovery beds (Oxford Grape, 2011). Their online directory lists houses currently operating in 44 states in the US (Oxford House, Inc, 2012). The State of California licenses approximately 900 level III and IV residential facilities the California Association for Addiction and Recovery Resources (CAARR) registers more than 250 sober living residences. (Susan Blacksher, California Association of Addiction Recovery Resources, Personal Communication, September 17, 2012; also see Polein, Korcha, Bond, & Galloway, 2010). A recovery home (homes comparable to NARR Level I and Level 2 residences) mapping initiative conducted in Philadelphia identified 271 homes

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 9

with a service capacity for approximately 1,850 residents Johnson, Martin, Sheahan, Way, & White, 2009).

A critical function of NARR is to serve as a national directory of recovery residences. NARR currently represents 14 associations in 14 states, plus one organization (the Association of Halfway House Alcoholism Programs, AHHAP) with national membership. As of June 2012, NARR represents approximately 1,950 residences (18 level 1, 1,265 level 2, 650 level 3, and 16 level 4) with an estimated total resident

capacity of over 25,500 persons in recovery (Fred Way, Personal Communication, July 2012).

More knowledge is needed about how RRs are distributed by state or region and what differences in availability exist between urban, suburban, and rural areas. Regarding the availability of recovery residences by community income, we know access to thi party funding increases the access to RRs, and this increase is expected to be bolstered by the Affordable Care Law in 2014,

References

Johnson, R., Martin, N., Sheahan, T., Way, F., & White, W. (2009). Recovery resource mapping: Results of a Philadelphia recovery home survey. Philadelphia, PA: Philadelphia Department of Behavioral Health and Mental Retardation Services.

Polcin, D. L., Korcha, R. A., Bond, J., & Galloway, G. (2010). Sober living houses for alcohol and drug dependence: 18-month outcomes. Journal of Substance Abuse Treatment, 38(4), 356-365. doi:10.1016/},jsat:2010.02.003

Oxford House Grape. (2011). Oxford Houses pass 1,500 mark. Retrieved May 7, 2012 from http:/Avww.oxfordhouse.org/userfiles/file/doc/grape201Idec.pdf

Oxford House, Ine. (2012). Online directory. Retrieved from May 7, 2012 http://www.oxfordhouse.org/directory.phy

US Department of Health and Human Services. (2012). Substance Abuse and Mental Health Services Administration. Center for Behavioral Health Statistics and Quality. National Survey of Substance Abuse Treatment Services (N-SSA’S), 2010 [Computer file]. ICPSR32723-v2. Ann Arbor, MI: Inter-university Consortium for Political and Social Research [distributor] doi:10.3886/ICPSR32723.v2

10… Where are recovery residences typically located?

As mentioned earlier, RRs can be found in nearly every state in the US. Ideally, houses can be found in residential areas that provide RR residents an opportunity to integrate into the community and provide community members an opportunity to learn about RRs. Unfortunately, RRs often face significant opposition to opening in residential areas and have also been found to be concentrated in poorer residential neighborhoods (lohnson, Martin, Sheahan, & White, 2009).

Fortunately, research conducted to date among community members suggest that negative attitudes toward RRs can be overcome. For example, in interviews with

A Primer on Recovery Residences ~ FAQs: NARR, September 20, 2012 10

community members living next to and near to Oxford Houses, Jason, Roberts, & Olson (2005) found that community members reported that Oxford House residents blended well into the neighborhood and made good neighbors. ‘They also found that the majority of Oxford House neighbors interviewed had cither gained resources, friendships, or a greater sense of security following contact with the Oxford House residents. Furthermore, they found no evidence of property devaluation in the neighborhoods containing Oxford Houses; community members who knew of the Oxford House actually saw an increase in property value over an average of 3 years. Similar results were found by Polein, Henderson, Trocki, Evan, & Wittman (in press) who interviewed community members about Sober Living Homes (homes comparable to NARR Level | and Level 2 residences) in Northern California; however, these researchers did find that size and density of the house appeared to influence neighborhood perceptions and that larger and more densely populated houses may need to more actively manage their relationships with community members.

Standards developed by NARR (sce Appendix X) ensure that member houses (regardless of NARR level) abide by all local building and fire safety codes and that they maintain the interior and exterior of the property in a functional, safe, and clean manner that is compatible with the neighborhood. Moreover, these standards provide guidance on “good neighbor” policies to promote positive community involvement in residential neighborhoods.

References

Jason, L. A., Roberts, K., & Olson, B. D. (2005). Attitudes toward recovery homes and residents: Does proximity make a difference? Journal of Community Psychology, 33(5), 529-535. doi: 10.1002/jeop.20073

Johnson, R., Martin, N., Sheahan, T., Way, F., & White, W. (2009). Recovery resource ‘mapping: Results of a Philadelphia recovery home survey. Philadelphia, PA: Philadelphia Department of Behavioral Health and Mental Retardation Services.

Polcin, D. L., Henderson, D., Trocki, K., Evan, K., & Wittman, F, (in press). Community context of sober living houses. Addiction Research and Theory.

Is there a national organization that represents recovery residences in the US?

The National Association of Recovery Residences (NARR), established in 2011, currently represents approximately 1,500 residences through its local organizational affiliates. NARR advocates for recovery residences and their residents at the national and local levels. NARR members maintain standards for recovery residences of all kinds across four NARR levels of support from Level | pect-operated residences to Level 4 residences offering a wide variety of treatment and recovery support services. NARR is also positioned to advocate for recovery residences at the national and state level. At the state and regional level, NARR works in conjunction with affiliated recovery residence provider organizations representing individual providers. Affiliates ensure the NARR Standard is met through training and technical assistance.

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 i

Three additional recovery residence organizations exist with a national scope. The oldest is the Association of Halfway House Alcoholism Programs (AHHAP), founded in 1958, and now are affiliated with NARR. AHHAP members include all of the NARR levels of support. AHHAP residences operate in accordance with social model recovery principles. Oxford House Inc. was established in 1975 and supports Oxford Houses internationally, Oxford Houses are NARR Level 1 residences, with each residence operated solely by the residents in accordance with Oxford House guidelines. Oxford House Ine. supports and promotes its mode! for peer-operated recovery residences through training, technical assistance, and access to startup financing, They also advocate for recovery housing rights and provide legal support to Oxford Houses involved in disputes with cities and towns over their right to exist, ‘Treatment Communities of America (formerly Therapeutic Communities of America) represents more than 600 residential addiction treatment programs in the United States.

12, Do recovery residences honor all pathways to recovery or just AA and NA? Ifso, how do they do that?

Recovery residences support various abstinence-based pathways to recovery, and each residence focuses on one or more particular pathway. People seeking support for a specific, culturally congruent path to recovery should determine what recovery activities are required before accepting a placement. One key to look for is the respect shown for an individual’s choices and an environment wherein residents support each other

Are residents expected to work and volunteer?

Working and volunteering are generally considered vital components of recovery (Betty Ford Consensus Panel, 2007; Cloud & Granfield, 2008; White, 2007). Level 1 and 2 residence fees are usually paid by the residents themselves, so they must work onsite and/or offsite to meet their financial obligations. Studies of Oxford House and Sober Living House residents have found that the majority of residents are employed when they enter the residence and that employment outcomes improve over time (Jason, Davis, & Ferrari, 2007; Polein, Korcha, Bond, & Galloway, 2010), In Level 3 and 4 residences, however, residents” time is more structured and may include numerous recovery activities during the day. In those residences, it may not be reasonable or feasible for residents to also have an outside work or volunteer activity requirement. Still, these residences, as well as Level | and 2 residences, may offer job readiness workshops and have relationships with local employers and community organizations to facilitate employment and volunteer involvement among residents.

References

‘The Betty Ford Institute Consensus Panel. (2007). What is recovery? A working definition from the betty ford institute, Journal of Substance Abuse Treatment, 33(3), 221-228, doi:10.1016/j,jsat.2007.06.001

A Pri

ier on Recovery Residences ~ FAQs: NARR September 20, 2012 12

Cloud, W., & Granfield, R. (2008). Conceptualizing recovery capital: Expansion of a theoretical construct. Substance use & Misuse, 43(12-13), 1971-1986. doi:10.1080/10826080802289762

Jason, L. A., Davis, M. I, & Ferrari, J. R. (2007). The need for substance abuse after- care: Longitudinal analysis of oxford house. Addictive Behaviors, 32(4), 803-818. doi:10.1016/}.addbch.2006.06.014

Polcin, D.L., Koreha, R. A., Bond, J., & Galloway, G. (2010). Sober living houses for alcohol and drug dependence: 18-month outcomes. Journal of Substance Abuse Treatment, 38(4), 356-365, doi:10.1016/,jsat:2010.02.003

White, W. L. (2007). Addiction recovery: Its definition and conceptual boundaries. Journal of Substance Abuse Treatment, 33(3), 229-241. doi:10.1016/jsat.2007.04.015

Recovery Home Residents

14, How does someone get into a recovery residence?

Entry into a recovery residence usually involves an application/personal interview. Payment of first week’s or first month’s fees upon acceptance is common. Some residences are closely affiliated with outpatient programs and require concurrent participation in those programs. Other residences draw their residents exclusively from their own addiction treatment or mental health program.

15, Are there stages/tiers of participation in recovery residences?

Many residences define levels of recovery progress within the resident community. These levels are often also called phases and correspond with time in the residence, recovery progress as assessed by peers and/or staff, and the degree to which residence behavioral requirements have been met. Each level or phase is typically accompanied by an increase in privileges, greater personal autonomy, exemption from certain requirements of previous phases, and possibly different physical accommodation choices.

Many residences with this type of system often pair later phase residents with new arrivals in a sort of “buddy system.” A blackout period is required in the initial phase of some recovery residences. ‘This is a period in which the new resident is required to break communication with the outside world or with their natural supports in order to stabilize and focus on their recovery. Many residences limit the activities for new residents for a length of time after admission, These restrictions might include always being accompanied by a more senior resident when outside the home, limits to contacts with family ot friends, and expectations for a higher degree of involvement in recovery support activities. Durations typically range from one week to one month.

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 13

16, What is known about the characteristics of people living within recovery residences?

‘The national profile of persons residing in all four levels of recovery homes is not presently available. ‘The founding of NARR may provide a means of gathering that data in the future,

While residential treatment facilities and recovery homes serve all types of individuals, on average, the person is twice as likely to be male, which is consistent with SUD prevalence rates (Jason, Davis, & Ferrari, 2007; SAMHSA, 2011). For individuals undergoing residential treatment, the median age is the early thirties; however age groups from 25 to 49 are almost equally represented, ‘The average age for a resident in a national study of Oxford House residents was 38. (Many recovery re port that this average iage s decreasing.) Whites represent 60 to 65% of individuals in treatment and recovery homes. African Americans and Hispanics comprise 22% and 12% respectively

dential treatment (SAMHSA, 2011), In the national Oxford House Survey, Whites

vely (Jason, Davis & Ferrari, 2007). Existing data would suggest Hispanics are underrepresented in recovery housing when compared to these treatment statisties

Of those individuals aged 18 or older in residential treatment, 33% had not completed high school, 42% had a high school degree, and 25% had completed some post-secondary education (SAMHSA, 2011). ‘The average educational level for participants in a recovery residence (Oxford House) study was 12.6 years (Jason, Davis & Ferrari, 2007), Only 11% of those in residential treatment are employed either full- time or part-time; 35% are unemployed; and 54% are not in the labor force. (SAMHSA, 2011), Individuals residing in recovery homes are likely to be employed either full-time (69%) or part-time (14%), or looking for work (unemployed = 12%)(Jason, Davis & Ferrari, 2007).

Both those in residential treatment and in recovery homes are unlikely to be married, Sixty percent of the individuals have never been married, and matried individuals make up about 12 to 13% of those in residential treatment (SAMHSA, 2011). For recovery home residents, about half have never been matried and only 5% are currently married (Jason, Davis & Ferrari, 2007). .

Persons both in residential treatment and recovery houses often suffer from comorbid psychological conditions, which affect approximately 35% to 45% of the individuals. In addition, about 3 in 10 individuals are involved in the legal system— being referred to treatment, on probation, or awaiting legal processes.

References

Jason, L. A., Davis, M. I., & Ferrati, J. R. (2007). The need for substance abuse after- care: Longitudinal analysis of Oxford House. Addictive Behaviors, 32(4), 803- 818. doi: 10.1016/j.addbeh.2006.06.014

Substance Abuse and Mental Health Services Administration. (2011). Treatment Episode Data Set—Admissions 2009. Rockville, MD. Retrieved from http:/dx. -g/10.3886/ICPSR30462.v1

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 14

What percentage of residents will have completed or still be involved in professional treatment?

Studies to date of RRs reveal that the vast majority of RR r

lents have a history of inpatient or outpatient addiction treatment,

18, What is the degree of involvement in AA, NA, and other recovery mutual support groups and institutions of persons living in recovery residences?

The vast majority of Oxford House residents are actively involved in 12-step groups like Aleoholics Anonymous (AA) and Narcotics Anonymous (NA), and such involvement is linked to increased social support and self-efficacy for abstinence (Majer,

rati, Venable, & Olson, 2002). Our experiences in working directly with this population, both clinically and as community-based researchers, have informed us that AAA and NA members benefit by concurrent involvement ina sobe living environment 2-step involvement entails a set of specific behaviors that in their recovery processes—actions outlined as “suggestions” inthe fellowships’ basic texts (Aleoholies Anonymous, 2001; Narcotics ‘Anonymous, 2008). These key ingredients for recovery initiation and maintenance have both theoretical and empirical support (Majer, Jason, Aase, Droege, & Ferrati, in press). Similarly, sober living houses in California either strongly encourage or mandate attendance at 12-step groups (Polein, Korcha, Bond, & Galloway, 2010) and studies of these homes have concluded that a higher level of 12-step involvement predicts better recovery outcomes. arly therapeutic communities ('Cs) of the 1960s and 1970s were not philosophically aligned with AA, NA, or other 12-Step programs (De Leon, 2000; ‘Yablonsky, 1965), but in recent decades, most TCs have integrated or adapted 12-Step concepts and participation in 12-Step groups into their treatment approach (White, 1998). A195 survey of TCs in the United States revealed that 90% had 12 Step meetings being held on their premises, with 58% encouraging 12-Step participation by their residents during treatment and 83% encouraging such participation during the aftercare phase of treatment (Troyer, Acompara, O’Connor, & Berry, 1995).

References

Alcoholics Anonymous, Fourth Edition. (2001). New York: Alcoholics Anonymous World Services, Inc.

De Leon, G. (2000). The therapeutic community: Theory, model, and method. New York: Springer.

Majer, J. M., Jason, L. A., Aase, D. M., Droege, J. R., & Ferrari, J. R. (in press). Categorical 12-step involvement and continuous abstinence at two-years, Journal of Substance Abuse Treatment. doi:10.1016/},jsat.2012.03.001

Majer, J. M., Jason, L. A., Ferrari, J. R., Venable, L. B., & Olson, B.D. (2002). Social support and self-efficacy for abstinence: Is peer identification an issue? Journal of Substance Abuse Treatment, 23, 209-215. doi:10.1016/80740-5472(02)00261-1

‘A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 Is

Narcotics Anonymous, Sixth Edtition. (2008). Chatsworth, CA: Narcotics Anonymous World Services, Inc.

Polein, D. L., Korcha, R., Bond, J., & Galloway, G. P. (2010). What did we learn from our study on sober living houses and where do we go from here? Journal of Psychoactive Drugs. 42, 425-433. doi:10.1080/02791072.2010.10400705

‘Troyer, T. N., Acompara, A. P., O’Connor, L. E., & Berry, J. W. (1995). ‘The changing relationship between therapeutic communities and 12-step programs. Journal of Psychoactive Drugs, 27(2), 177-180. doi:10.1080/02791072.1995.10471688

White, W. 1. (1998). Slaying the dragon: The history of addiction treatment and recovery in merica. Bloomington, IL: Chestnut Health Sys

Yablonsky, L. (1965). Synanon: The tunnel back. Baltimore, Maryland: Penguin Books.

How do service needs and the degree of problem severity affect admission decisions to recovery residences?

ions decisions levels of recovery residences (See illustration below).

The role that service needs and problem severity play in admis varies widely within and acro:

Recovery Residences in the Continuum of Recovery

Acute care (Inpatlent, medical, psychlatrle)

High Recovery residences: Level 4 enter at any level Service Intensity) Low Stabilization Recovery Long-term recovel

independ i process phase ining inthe commu

‘There are also recovery residences designed specifically for individuals with certain needs (¢.g., co-occurring addiction and severe mental illness, veterans, mothers with children); however, some recovery residences may not be equipped to adequately meet these residents’ needs. Individuals with specific service needs seeking RRs should ask the provider about how these needs can (or cannot) be addressed within a particular residence.

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 16

Are people taking medications (¢.g., methadone, buprenorphine, other medication-assisted therapies, other prescription medications, or over-the- counter medications) accepted into recovery residences and if so, how are the medications managed?

Yes, but medication policies vary across recovery residences. Some RRs do not accept applicants who are taking specific medications, such as narcotics and psychotropic medications; others aecept residents who are being tapered down from specific medications under medical supervision; and still others fully accept persons in medication-assisted addiction treatment. Medications can be self-managed by the resident, managed by a licensed 3rd party provider, or in the case of Level 4 RRs, managed by licensed staff of the facility. Individuals seeking RR who are on medications should ask each provider about the medication policies in order to choose the RR that best fits their need:

Both over-the-counter (OTC) and prescription medications can be abused and jeopardize an individual’s recovery. Moreover, not taking medications as prescribed can undermine one’s recovery. NARR requires each recovery residence (RR) to establish and clearly communicate its policy and procedures around both OTC and prescription medications. These policies and procedures are designed to maintain a safe living environment and support the recovery of everyone in the home, including the residents) taking medication.

‘There are 4 different types of RRs, each offering a different Level of Support in both services and staffing. Level 4 RRs offer clinical services whereas Levels 1, 2, and 3 do not, While laws can vary from state to state, they generally restrict the dispensing and managing of medications to licensed professionals, like the ones you would find in a Level 4 RR. That being said, most residents taking medication do not live in a Level 4 RR. Although they cannot provide medication management, Levels 1, 2, and 3 can use policies and procedures around the self-management of medications and the eligibility of individuals taking specific medications to live in the house. These policies and procedures are used to maintain a safe, recovery supportive living environment for a specific population within the scope of service an RR is qualified to provide. For example, the use of methadone, buprenorphine, and other medication-assisted recovery pharmaceuticals are allowed in some RRs, but not in others. This is in part due to the logistics, staffing, and cost of managing these types of medications, but it also may reflect philosophical differences within the recovery community and consumer choices. There is a demand for both RRs designed for individuals using medically assisted products in their recovery and for those that dis-allow medically assisted recovery.

21, How long do people stay in a recovery residence?

Length of stay varies depending on the residents’ needs, progress, and willingness to abide by residence guidelines as well as on the payment structure of the residence. Many residences encourage a minimum length of stay or, for Level 3 and 4 residences,

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 17

have identified benchmarks set forth for residents to graduate (De Leon, 2000), Level 1 and 2 residences (¢.g., Oxford Houses and Sober Living Houses) typically have an open- ended length of stay (Polcin, Korcha, Bond, & Galloway, 2010). Por example, in the Oxford House model, residents can stay in the house indefinitely as long as they do not drink alcohol or use drugs and pay an equal share of the house expenses (Oxford House Inc., 2008). On average, residents stay in Oxford Houses a little more than a year, but many residents stay 3 or more years (Jason, Olson, Ferrari, & Lo Sasso, 2006).

Residents in higher Levels of Support, RR 3s and 4s, typically move to lower Levels of Support. As such, the average length of stay in RR 3s and 4s tend to be shorter than the average length of stay in RR Is and 2s, Residences that receive payments ftom third parties may need to conform to guidelines set forth by these payers. For example, residents living in recovery residences that receive funding from the city of Philadelphia must receive approval to stay in the house every three months with payment limited to 90 days per individual per state fiscal year (Fred Way, Personal Communication, July 2012). Similar constraints may cxist for residences that receive reimbursements from other private or public insurers.

Individuals who leave a recovery residence move out into the greater recovery community, move to different levels of support, and a few stay on as the next generation of house managers. Within many recovery residences, senior residents are developed as peer leaders and house managers—a process through which they deepen their own recovery, mentor those in early recovery, and maintain the household’s recovery culture.

References

De Leon, G. (2000). The therapeutic community: Theory, model, and method. New York: Springer Publishing Co. Retrieved from www.csa.com

Jason, L. A., Olson, B. D., Ferrari, J. R., & Lo Sasso, A. T. (2006). Communal housing

settings enhance substance abuse recovery. American Journal of Public Health, 96(10), 1727-1729. doi:10.2105/AJPH.2005.070839

Oxford House Inc. (2008). Oxford House manual: an idea based on a sound system for recovering alcoholics and drug addicts to help themselves. Silver Spring, MD: Oxford House Ine.

Polcin, D. L., Korcha, R. A., Bond, J, & Galloway, G. (2010). Sober living houses for alcohol and drug dependence: 18-month outcomes. Journal of Substance Abuse Treatment, 38(4), 356-365. doi:10.1016/}.jsat.2010.02.003 °

22, What happens if a resident of a recovery home uses alcohol or drugs?

For the safety of the resident and the community, a relapse is met with imme: appropriate action. In most recovery residences, this involves moving the individual out of the RR and providing access to a level of support that will help them re-initiate recovery. Relapses can be fatal! They endanger the life of the individual and the lives of everyone else ina RR. Most RRs oppose the concept of relapse as an expected and accepted part of the recovery process as a deadly proposition that undermines recovery stabilization and maintenance (White, 2010). Relapse is a manifestation of addiction, not

A Primer on Recovery Residences ~ FAQs: NARR, September 20, 2012 18

of recovery; itis a sign for immediate intervention and change. NARR requites each RR to define their relapse policy and to have procedures that do not “punish” an individual for relapsing but protect the health and well-being of that individual and the RR community as a whole. All recovery residences are abstinence-based environments—in contrast to “wet housing” that allows residents to use alcohol or other drugs or “damp housing” that discourages but does not exclude persons for using,

Reference

White, W. (2010). Relapse is NOT a part of recovery. Posted at www. facesandvoicesofrecovery.org and www.williamwhitepapers.com

23, What does it cost to stay in a recovery residence?

‘The cost of RR varies widely and is correlated with market price of local housing and the level of support provided. Of the 4 Levels of Support identified by NARR, the higher Levels of Support tend to be more expensive because they must meet higher standards for staffing levels and services provided. However, the Levels of Support are NOT a quality rating system. A variety of services within and across Levels of Support are available to mect the recovery support and financial needs of individuals through theit recovery process.

Payment terms vary, but residents can expect to pay monthly (or weekly) fees and sign an agreement committing themselves to a minimum length of stay and adhering to clearly stated house rules that support the recovery of the individual and the community. ‘Typically, there is a refundable deposit or a non-refundable administration fee required on or before move-in, There also may be additional fees or fines clearly listed in the agreement for things like extra services or late payments,

How are recovery residences financially supported?

Most recovery residences (particularly levels 1 & 2) ate self-funded through resident contribution, but recovery residences with higher levels of support, such as a range of clinical services, often receive other forms of federal, state, and private support

RRs are historically solf-funded, eventually become self-sustainable, and utilize community of volunteers, Start-up costs are typically covered by the housing provider, an ‘Angel Investor, or a nonprofit. As a part of their recovery process, residents are expected to work, pay rent, and support the house. In some cases, residents may not be able to fully cover operational costs, so housing providers offer short-term scholarship beds and utilize other financial resources in the community, No RR could financially survive without the use of volunteer staff and peer’s cultivating the culture of recovery in homes.

Start-up costs of RRs vary across the 4 Levels of Support. Lower Levels of Support, RR Is and 2s, typically rent residential houses—a practice that avoids the capital cost of purchasing a property. The cost of capital improvements and fully furnishing a household to accommodate on average 10 residents is the largest start-up

‘A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 19

cost. Marketing, maintenance, and utilities are the largest operational expenses for the lower Levels of Support, RR Is and 2s. Higher Levels of Support, RR 3s and 4s, have higher staffing and administrative expenses as well as higher initial capital outlays.

In general, RRs are NOT very profitable. By the time someone is ready to embrace recovery, they have often lost the financial means to afford to live in an RR at any price. Plus, occupancy rates can be inconsistent, and operational costs can be high. It may take several years for an RR to recoup start-up costs and achieve a positive cash flow. As a result, a single financial challenge, like defining housing rights, can easily cause an RR to close

Recovery Residences and Recovery Outcomes (2012)

25, Has there been resea

h conducted on recovery residences?

Outcomes have been reported for all four of the levels desoribed in the National Association of Recovery Residences (NARR) Standards for Recovery Services. A selected sample of studies is discussed below on each of the levels. Studies differ in their designs and level of scientific rigor within and across the four levels. Studies that use randomized controlled designs comparing residential recovery versus control or

tions are relatively limited. Most studies consist of baseline measures acquired at intake compared with the same measures administered at follow-up. Other studies use designs comparing different models of residential recovery or residential recovery programs with outpatient treatment, However, some researchers (¢.g., De Leon, Inciardi, & Martin, 1995) have pointed out that the nature of long-term residential recovery settings often makes random assignment or even matching designs difficult in terms of feasibility. They suggested that an individual’s process of choosing to enter a particular type of recovery residence (i.e., self-selection) was an integral part of the recovery process that should be included in designs rather than eliminated via random assignment. In other words, the sequence of: 1) learning about recovery options from family, ftiends, professionals, or other sources; 2) considering the pros and cons of different potential programs; and 3) deciding what type of recovery program is the best match is integral to recovery. Instead of controlling extraneous factors that might influence outcome using random assignment to different groups (i.c., recovery residence versus a control condition), they suggested the use of multivariate statistical models for longitudinal designs that can control for a wide variety of factors that might influence outcome, For a full description of these issues, see the paper by DeLeon et al. (1995) published in the Journal of Psychoactive Drugs. Studies by Moos (e.g., Moos & Moos, 2006) also offer good examples of nonrandomized longitudinal designs that use complex statistical models that control for extraneous influences.

Level I

Characteristics of Level I residences coincide most closely with Oxford Houses, which have been studied extensively by Jason et al. over the past 20 years. The brief synopsis of this work described below is taken in part from a review of non-professi recovery programs by Polcin and Borkman (2008).

A Primer on Recovery Residences — FAQs: NARR. September 20, 2012 20

Although there have been a plethora of publications resulting from the study of Oxford Houses at DePaul University, two papers present the major findings depicting longitudinal outcomes (Jason, Davis, Ferrari, & Anderson, 2007; Jason, Olson, Ferrari, & Lo Sasso, 2006). In the earlier study, 150 individuals completing residential treatment programs were randomly assigned to aftercare as usual or residency in an Oxford House. ‘At 24-month follow-up those assigned to the Oxford House condition had significantly better outcomes on measures of substance use, income, and incarceration. Among those assigned to aftercare as usual, 64.8% reported some alcohol or drug use over the previous 6 months versus 31.3% for the individuals assigned to the Oxford House condition, Individuals assigned to the Oxford House condition also reported lower rates of incarceration than treatment as usual, 3% versus 9%. A cost-benefit analysis by Lo Sasso, Byro, Jason, Ferrari, & Olson (2012) showed a net benefit of an Oxford House stay was on average $29,000 per person, which was significantly higher than the comparison group.

One of the limitations of the Jason et al, (2006) study was the limited

acogtaphical area from which the sample was drawn (ie. the state of Illinois). A second

itation was the sample only included individuals completing residential treatment, he second study of Oxford houses (Jason et al., 2007) addressed both of these limitations. ‘The study consisted of a US national sample of Oxford House residents (N=897), a majority of whom had a history of receiving some type of substance abuse treatment. However, unlike the first study, completion of a residential treatment program was not required for inclusion. Study participants were recruited from a variety of sources and interviewed at three subsequent 4-month intervals. During the final interview, only 13.5% of the respondents reported using alcohol or drugs during the previous 90 days. ‘The average number of days participants used substances over the 90- day period was low: 3.7 days for drugs and 5.6 for alcohol. When participants reported having social networks that supported abstinence and discouraged substance use, they were more likely to be abstinent. ‘They were also more likely to be abstinent to the extent they were involved in 12-step groups. ‘The proportion of residents reporting employment throughout the study was high, ranging from 79% to 86%, Importantly, both longitudinal studies of Oxford Houses showed that a wide variety of persons were able to benefit. Improvement was not limited to specific demographic groups or referral sources.

Level II

Sober living houses (SLs) similar to those that are members of the Sober Living Network (SLN) in Southern California and some houses affiliated with the California Association of Addiction and Recovery Resources (CAARR) are good examples of ‘Level Il residences. Like Level I residences, studies on these types of facilities have been limited.

One of the few studies on Level II residences was a recent study of houses in Northern California (Polcin, Korcha, Bond, & Galloway, 2010). Researchers reer cuited 245 individuals entering Clean and Sober ‘Transitional Living in Sactamento County, which includes 16 recovery homes. The houses were located in a very high methamphetamine (MA) use area and 53% of the participan entered the houses with dependence on MA during the past year. Participants were interviewed within 2 weeks of centering the houses and then at 6-, 12- and 18-month follow-up. Primary outcomes

A Primer on Recovery Residences

FAQs: NARR September 20, 2012 ai

included measures of alcohol and drug use and Addiction Severity Index (ASI) alcohol and drug scales. Secondary measures consisted of other ASI scales and a variety instruments assessing criminal justice involvement, employment, and psychiatric problems.

Longitudinal analyses revealed two patterns for primaty and some secondary outcomes over time. One pattern involved residents entering the SLHs with moderate to high severity of problems, making significant improvements by 6 months, and then maintaining those improvements at 12 and 18 months. Results from measures that assessed alcohol and drug use over a 6-month time period showed this pattern, For example, alcohol and drug abstinence over a 6-month time period increased from 20% at entry into the SLH to 40% at 6-month follow up, Abstinence improved even more at 12- month follow-up (45%) and declined only a bit at 18 months (42%).

‘The other outcome pattern showed residents entering the SLHs with low severity of problems at baseline and then maintaining low severity at 6-, 12-, and 18-month follow up. Findings from the ASI alcohol and drug scales were good examples of this pattern, ‘The average score on the ASI alcohol severity at baseline was 0.16 (se=0.02), and for drug severity at baseline, the average was 0.08 (se=0.01). Because ASI values range from 0 to 1, these scores are very low. ‘There was therefore limited room to improve on these measures. Nevertheless, there were significant improvements at 6 months for both alcohol (mean=0,10, se=0.02) and drug (mean=0.05, se=0.01) scales. ‘Those improvements were maintained at 12 and 18 months. Alcohol severity remained at 0.10 at 12 and 18 months, and drug severity also remained essentially unchanged, 0.06 at 12 and 18 months. It should be noted that improvements were maintained at 12 and 18 months despite the fact that most residents had left the SLHs. By 18 months, about 90% of the residents had left, yet there was little regression of the earlier improvements, Thus, the improvements noted were therefore not simply a function of residents being housed in a controlled environment,

The study also examined a variety factors that predicted outcome. These included demographic characteristics and factors related to the philosophy of recovery in SLHs, such as involvement in 12-step groups and developing a social network supportive of abstinence. Generalized Estimating Equations showed that involvement in 12-step groups was the strongest and most consistent predictor of good outcome. As expected, drinking and drug usc in the participant’s social network predicted worse outcome.

Overall, a wide variety of demographic groups made improvement in the SLHs and only a few demographic characteristics predicted outcome. ‘The most notable exception was the relationship between age and abstinence. Older age categories were over twice as likely to be abstinent than those aged 18-28, Relative to residents who had not completed high school, those with at least a high school diploma were nearly twice as likely to be abstinent over the past 6 months and about half as likely to be arrested,

Level 1

A good example of level III residences are “social model” recovery programs, which emphasize experiential learning, peer support, and 12-step recovery principles within a semi-structured group living environment, These programs are more structured than level II residences and include paid counselors who assist residents with case ‘management services and the development of a formal recovery or treatment plan.

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 22

Typically, there are various life skills and other types of groups offered at the facility. In many states, such as California, they are licensed by the state to provide treatment services.

‘As with Phase I and Phase II residenecs, the outcome studies on Phase IIL residences have been fairly limited, Studies that have been conducted include the California Drug and Alcohol ‘Treatment Assessment (CALDATA; Gerstein et al., 1994) and studies on social model recovery programs conducted by Kaskutas et al. (2003-2004, 2008) at the Alcohol Research Group.

‘The CALDATA study examined treatment outcomes among 1,858 clients in California who received methadone treatment, non-methadone outpatient, clinically oriented residential treatment (21 providers), or social model recovery programs (23 providers). ‘The study consisted of follow-up interviews approximately 15 months afler Jeaving treatment, Clinically oriented residential programs included procedures such as psychiatric assessments, individual counseling, and treatment groups (¢.g, therapeutic communities). Social model recovery houses were oriented toward peer support, communal living, and practicing 12-step recovery principles. Borkman, Kaskutas, Room, Bryan, & Barrows (1998) compared the two types of residential programs and reported that residents in social model programs had longer stays and incurred lower costs. Costs per treatment episode in the social model programs averaged $2,712, while costs per treatment episode in the clinical residential program averaged $4,405. Overall length of slay was associated with better outcome, Comparison of residents in the two types of residential programs who had comparable lengths of stay showed slightly better outcomes for the clinically oriented programs, For example, residents who remained in treatment 4+ months in the clinically oriented program reduced the number of months they used substances by 63% while social model residents reduced the number of months of substance use by 52%, Reductions in reports of criminal activity were slightly higher in social model programs (80%) than clinically oriented programs (74%).

Studies conducted by Kaskutas et al. (2003-2004, 2008) were stronger designs because they included longitudinal designs that compared measures collected at treatment entty with follow-up measures. The 2003-2004 study consisted of a naturalis comparison of outcomes for individuals in social model residential programs (N=164) with those in clinically oriented programs N=558). The social model programs were detoxification and residential facilities, and the clinically oriented programs were a mix of inpatient and outpatient. Individuals in the social model programs were more involved in 12-step meetings and reported fewer alcohol and drug problems at one-year follow up, but not problems between the two study conditions in other areas (c.g, family, medical, legal, and psychiatric), The 2008 study randomly assigned clients to receive day hospital program treatment (n=154) or services in social model residential programs (n=139). Although significant improvements were noted at 12 months for both groups, between- group comparisons did not reveal significant differences. Overall, clients tended to remain in the residential programs longer and costs were higher.

Level IV

Relative to other levels, Level IV residences include more structure, paid professional staff, and on-site treatment services. Residential therapeutic communities (ICs) for drug treatment are a good example of Level four residences. Large proportions

A Primer on Recovery Residences — FAQs: NARR. September 20, 2012 23

of residents in TCs are referred from the criminal justice system, and some are actually located in prisons.

‘TCs have a long history of participating in research, including large national studies assessing drug treatment outcome. ‘These studies include the Drug Abuse Treatment Outcome Study [DATOS] (Hubbard, Craddock, Flynn, Anderson, & Etheridge, 1997), National Treatment Improvement Evaluation Study [NTIES] (Center for Substance Abuse Treatment, 1996), Treatment Outcome Prospective Study [TOPS] (Hubbard et al., 1984), and Drug Abuse Reporting Problems [DARP] (Simpson & Friend, 1988). Overall, these and other studies on ‘TCs (e.g, Martin, O°Commel, Paternoster, & Bachman, 2011) show that clients make longitudinal improvements on substance use measures, arrests, illegal behaviors and employment.

When TCs have becn compared to voluntary, control, or alternative treatment groups, the findings have been encouraging. For example, DeLeon (1988) found that clients referred from the criminal justice system stayed in treatment longer than voluntary clients and had levels of improvement that were similar. Prendergast, Hall, Wexler, Melnick, & Cao (2004) conducted a randomized trial of 715 prisoners randomly assigned to cither a therapeutic community program or to a no treatment group. At 5-year follow- up, the TC group had significantly lower rates of reincarceration, but not shorter times to first reincarceration, As in most studies of TCs, longer lengths of treatment were associated with better outcome. Martin, Butzin, & Inciardi (1995) studied 457 individuals participating in cither an in-prison TC, a TC in the community, both types of TCs, or a no treatment comparison group. ‘Those attending the community-based TC or both types of TC had the best outcome (substance use and re-arrest). ‘The in-prison TC had modestly better outcomes than the no treatment comparison group.

Summary of Outcomes

There is obviously a significant need for additional research on residential recovery homes, especially those characterized by levels 1-3. Studies on level 4 residences are more numerous because of the large number of studies examining outcomes within therapeutic communities. Overall, the available studies across the different levels are encouraging. Longitudinal studies of residents housed within each of the levels show improvements in a range of areas. When comparisons have been made between recovery residences and appropriate alternatives, the results have shown recovery homes yield comparable or better outcomes. Cost and cost-benefit analyses have been limited and to have yielded mixed findings.

References

Borkman, T. J., Kaskutas, L. A., Room, J., Bryan, K., & Barrows, D. (1998). An historical and developmental analysis of social model programs. Journal of Substance Abuse Treatment, 15(1), 7-17. doi:10.1016/S0740-5472(97)00244-4

Center for Substance Abuse Treatment. (1996). National Treatment Improvement Evaluation Study (NTIES). Rockville, MD: U.S. Department of Health and Human Services.

A Primer on Recovery Residenc

—FAQs: NARR September 20, 2012 24

De Leon, G. (1988). Legal pressure in therapeutic communities, In C. G. Leukefeld & F. M. Tims (Eds.), Compulsory treatment of drug abuse: Research and clinical practice (NIDA Research Monograph 86; pp. 160-177). Washington, DC: ‘National Institute on Drug Abuse.

De Leon, G., Inciardi, J. A., & Martin, S.S, (1995). Residential drug abuse treatment research: Are conventional control designs appropriate for assessing treatment effectiveness? Journal of Psychoactive Drugs, 27(1), 85-91. doi:10.1080/0279102.1995.10471676

Gerstein, D. R., Johnson, R. A., Harwood, H. J., Fountain, D., Sutter, N., & Malloy, K. (1994). Evaluating recovery services: The California drug and alcohol treatment assessment (Contract No, 92-001100). Sacramento, CA: California Department of Alcohol And Drug Problems.

Hubbard, R. L., Craddock, S. G., Flynn, P. M., Anderson, J., & Etheridge, R. M. (1997) Overview of |-year follow-up outcomes in the drug abuse treatment outcome study (DATOS). Psychology of Addictive Behaviors, 11, 261-268. doisl0,1037/0893-164X.11.4.261

Hubbard, R. L., Rachal, J. V., Craddock, 8. G., & Cavanaugh, E.R. (1984). Treatment Outcome Propseotive Study (TOPS): Client characteristics and behaviors before, during and after treatment. In F, M. Tims & J. P. Ludford (Eds.), Drug abuse treatment evaluation: Strategies, progress and prospects (NIDA Research Monograph No. 51; pp. 42-68), Rockville, MD: National Institute on Drug Abuse.

Jason, L. A. Davis, M. I., Ferarti, J. R, & Anderson, E. (2007). ‘The need for substance abuse aftercare: A longitudinal analysis of Oxford Houses. Addictive Behavors, 32, 803-818. doi:10,1016/}.addbeh.2006.06.014

Jason, L. A., Olson, B. D., Ferrari, J. R., & Lo Sasso, A. T. (2006), Communal housing

Wings enhance substance abuse recovery. American Journal of Public Health, 96(10), 1727-1729.

Kaskutas, L. A., Ammon, L., & Wesiner, C. (2003-2004). A naturalistic comparison of outcomes at social and clinical model substance abuse treatment programs. International Journal of Self Help and Self Care, 2(2), 111-133.

Kaskutas, L. A., Zavala, S. K., Parthasarathy, S., 8& Witbrodt, J. (2008). Costs of day hospital and community residential chemical dependency treatment, The Journal of Mental Health Policy and Keonomies, 1 I(1), 21-32.

Lo Sasso, A. T., Byro, E., Jason, L. A., Ferrari, J. R., & Olson, B. (2012). Benefits and costs associated with mutual-help community-based recovery homes: The Oxford House model. Evaluation and Program Planning, 35(1), 47-53. doi:10.1016/).evalprogplan.201 1.06.006

Martin, S., Butzin, & Inciardi, J. A. (1995). Assessment of a multistage therapeutic community for drug-invovled offenders. Journal of Psychoactive Drugs, 27(1), 109-116, doi:10.1080/02791072.1995.10471679

Martin, S., O’Commel, D., Paternoster, R., & Bachman, R. (2011). The long and winding road to desistance from crime for dru-invovled offenders: ‘The long-term influence of TC Treatment on Re-arrest. Journal of Drug Issues, 41, 179-196.

Moos, R. H., & Moos, B. S. (2006). Treated and untreated individuals with alcohol use disorders: Rates and predictors of remission and relapse, International Journal of Clinical Health Psychology, 6(3), 513-526.

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 25

Polein, D. L., & Borkman, T. (2008). ‘The impact of A on non-professional substance abuse recovery programs and sober living houses, In M. Galanter & L. A. Kaskutas (Eds.), Recent developments in alcoholism: Research on alcoholics anonymous and spirituality in addiction recovery (Vol. 18, pp. 91-108). New York: Springer.

Polcin, D. L., Korcha, R., Bond, J., & Galloway, G. P. (2010). Sober living houses for alcohol and drug dependence: 18-month outcomes. Journal of Substance Abuse Treatment, 38(4), 356-365. doi:10.1016/,jsat:2010.02.003

Prendergast, M. L., Hall, E. A., Wexler, H. K., Melnick, G., & Cao, Y. (2004). Amity prison-based therapeutic community: 5-year outcomes. The Prison Journal, 84(1), 36-60. doi:10.1177/0032885503262454

Simpson, D. D., & Friend, H. J, (1988). Legal status and long-term outcomes for addicts in the DARP follow-up project. In C. G. Leukefeld & F, M. Tims (Eds.), Compulsory treatment of drug abuse: Research and clinical practice (NIDA Research Monograph 86; pp. 81-98). Rockville, MD: National Institute on Drug Abuse.

26, Can the research conclusions drawn from studies of the Oxford House network be applied to all recovery residences?

The growing network of Oxford Houses represent one particular level of recovery residence—Level |—and a particular approach to this level of recovery residence, At present, it is not known the extent to which findings reported from studies of Oxford House can be applied to other levels of care or other Level 1 recovery residences with different policies and practices than Oxford House. Until greater research is conducted on the full spectrum of recovery residences, it is not possible to know how applicable Oxford House research findings are to this broader spectrum of recovery residences.

How does living in a recovery residence influence long-term addietion recovery outcomes?

For recovery residences that fall under Levels I to III, there is very little research on long-term recovery outcomes. The primary studies on Oxford Houses (¢.g., Jason, Davis, Ferrari, & Anderson, 2007; Jason, Olson, Ferrari, & Lo Sasso, 2006) interviewed residents at 12- and 24-month follow-up. A study of sober living houses in California (Polcin, et al., 2010) interviewed residents at 18-month follow up. While these studies documented significant longitudinal improvements, it is unclear whether improvements continue at 5 or 10 years. Studies of social model residential recovery programs by Kaskutas, Zavala, Parthasarathy, & Witbrodt (2008) reported similar follow-up time frames, ‘There is therefore a significant need for studies tracking residents over longer periods of time.

A few studies of therapeutic communities have reported somewhat longer term outcomes. For example, Prendergast, Hall, Wexler, Melnick, & Cao (2004) conducted a S-year follow-up of individuals in a therapeutic community and found lower rates of

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 26

reincarceration than a comparison group. Large national studies that included residential therapeutic community programs, such as the National Treatment Improvement Evaluation Study (Center for Substance Abuse Treatment, 1996) and the Drug Abuse ‘Treatment Outcome Studies (Hubbard, Craddock & Anderson, 2003) documented improvements in drug use and a variety of other areas that were maintained at 5-year follow-up, although some attrition of improvement was noted along with a vatiety of study limitations.

Center for Substance Abuse ‘Treatment. (1996). National Treatment Improvement Evaluation Study (NTIES). Rockville, MD: U.S. Department of Health and Human Services.

Hubbard, R. L., Craddock, 8. G., & Anderson, J. (2003). Overview of 5-year follow-up outcomes in the drug abuse treatment outcome studies (DATOS). Journal of Substance Abuse Treatment, 25(3), 125-134.

Jason, L. A., Davis, M. I., Ferarvi, J. R., & Anderson, E. (2007). ‘The need for substance abuse aftercare: A longitudinal analysis of Oxford Houses. Addictive Behaviors, 32, 803-818, doi:10.1016/j.addbeh.2006.06.014

Jason, L. A., Olson, B, D., Ferrari, J. R., & Lo Sasso, A. T. (2006). Communal housing settings enhance substance abuse recovery. American Journal of Public Health,

96(10), 1727-1729. doi:10.210S/AIPH.2005.070839

Kaskutas, L. A., Zavala, $, K., Parthasarathy, S., & Witbrodt, J. (2008). Costs of day hospital and community residential chemical dependency treatment, The Journal of Mental Health Policy and Economics, 11(1), 27-32.

Polein, D. L., Korcha, R., Bond, J., & Galloway, G. P. (2010). Sober living houses for alcohol and drug dependence: 18-month outcomes. Journal of Substance Abuse Treatment, 38(4), 356-365. doi:10.1016/} jsat.2010.02.003

Prendergast, M. L., Hall, E. A., Wexler, H. K:, Melnick, G., & Cao, Y. (2004). Amity prison-based therapeutic community: 5-year outcomes. The Prison Journal, 84(1), 36-60, doi:10.1177/0032885503262454

28, What ingredients of the experience living in a recovery residence appear to have the greatest direct effects in elevating recovery outcomes?

Although more research is needed to isolate the specific contributions of different aspects of the RR experience to outcomes, research conducted to date points to the importance of some key factors. For example, in a national study of Oxford House residents, Jason, Davis, & Ferrari (2007) found that social support for abstinence, abstinence self-efficacy, and length of stay (6 months or longer) predicted change in cumulative al ence, even after controlling for initial time spent in the Oxford House prior to study recruitment, leading these researchers to conclude that receiving sustained abstinence support, guidance, and information from recovery home members may reduce the probability of a relapse. Similarly, in a study of residents of Sober Living Houses in California, Polcin, Korcha, Bond, & Galloway (2010) also found that level of 12-Step involvement and social network characteristics (such as drinking and drug use status of network members) were related to improved outcomes. This is consistent with what

A Primer on Recovery Residences - FAQs: NARR September 20, 2012 a7

residents themselves say is most helpful to them about living in RRs. In a mixed-methods study of Oxford House residents, Jason, Aase, Mueller, & Ferrari (2009) found that the overwhelming majority of current and alumni members agreed that residents provide support and companionship for each other and that Oxford Houses provicle motivation and increase member’s sense of responsibility.

References

Jason, L. A., Aase, D, M., Mueller, D. G., & Ferrari, J. R, (2009). Current and previous residents of self-governed recovery homes: Characteristics of long-term recovery Alcoholism Treatment Quarterly, 27(4), 442-452. doi:10.1080/07347320903209715

Jason, L. A., Davis, M. I., & Ferrari, J. R, (2007). The need for substance abuse after-

ongitudinal analysis of oxford house. Addictive Behaviors, 32(4), 803-818.

:10,1016/).addbeh.2006.06.014

Polein, D. L., Korcha, R. A., Bond, J., & Galloway, G. (2010). Sober living houses for alcohol and drug dependence: 18-month outcomes. Journal of Substance Abuse Treatment, 38(4), 356-365. doi:10.1016/),jsat.20 10.02.003

Do outcomes differ for people with co-occurring disorders (mental health, process addictions, major medical issues such as Hep C or HIV) living in recovery residences? Are recovery residences appropriate for these populations?

Little research has been conducted that would provide answers to this question. John Majer and colleagues (2008) conducted a study on the relationship between

psychiatric severity and outcomes experienced by Oxford House residents. Those residents with greater psychiatric severity were more likely to use psychiatric medications and participate in outpatient psychiatric treatment while a resident, but there were no differences between those with high and low psychiatric severity on rates of abstinence and duration of residence. While much greater research is needed on this question, preliminary OH study findings would not suggest that persons with substance use and psychiatric co-morbidity are at higher risk of relapse residing in a Level 1 recovery residence. (also see Majer, Jason, Ferrari, 8 North, 2002).

Majer, J., Jason, L. Ferrari, F. R., & North, C. (2002). Comorbidity among Oxford House residents: A preliminary outcome study. Addictive Behaviors, 27, 837- 845. doi:10.1016/S0306-4603(01)00214-3

Majer, J. M., Jason, L. A., North, C. S., Ferrari, J. R., Porter, N. S., Olson, B.,…Molloy, P, (2008). A longitudinal analysis of psychiatric severity upon outcomes among substance abusers residing in self-help settings. American Journal of Community Psychology, 42(1-2), 145-153. doi:10.1007/s10464-008-9190-z

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 28

What benchmarks are used to evaluate the effectiveness of recovery residences?

‘A wide vatiety of indicators have been used to evaluate the effectiveness of RRs, reflecting the multifaceted nature of the recovery process (The Betty Ford Consensus Panel, 2007; Cloud & Granfield, 2008; White, 2007) and how it may affect an individual’s quality of life (QOL; Center for Substance Abuse Treatment, 2007). In addition to indicators of sobriety (e.g, aleohol and drug use), researchers studying the outcomes of RR residents have also assessed gains in employment, family and social functioning, psychological and emotional well-being, as well as reductions in criminal involvement (see Jason, Davis, & Ferrari, 2007 and Polein, Koreha, Bond, & Galloway, 2010 for descriptions of measures used to assess resident outcomes). Measures of QOL have not been used in any published outcome studies of RR residents; however these measures (the WHOQOL-BREF in particular) may be useful indicators of recovery in substance abusing populations (Tracy et al., 2012).

Although clients’ outcomes are central to cletermining the effectiveness of RRs, it is also critical to asscss how well RRs may be functioning as service delivery entities and what contributes to their viability and sustainability. Research in this regard will be greatly advanced as RRs adopt the NARR standards, which along with the Oxford House Manual, provide guidelines on structure, administration, staffing, and types of services delivered in different levels of RRs, Some research has been conducted on Oxford Houses in an attempt to examine characteristics of the houses that may contribute to resident outcomes (see Ferrari, Jason, Sasser, Davis, & Olson, 2006 and Jason et al., 2008), but more work needs to be done. This type of research will greatly advance our knowledge about how RRs work as well as about what types of RRs might work best for whom.

References

“The Betty Ford Institute Consensus Panel. (2007). What is recovery? A working definition from the betty ford institute. Journal of Substance Abuse Treatment, 33(3), 221-228. doi:10.1016/}sat.2007.06.001

Center for Substance Abuse Treatment. (2007). National Summit on Recovery: Conference Report (DHHS Publication No. (SMA) 07-4276). Rockville, MD: Substance Abuse and Mental Health Services Administration.

Cloud, W., & Granfield, R. (2008). Conceptualizing recovery capital: Expansion of a theoretical construct. Substance use & Misuse, 43(12-13), 1971-1986. doi:10.1080/10826080802289762

Ferrari, J. R., Jason, L. A., Sasser, K, C., Davis, M. I., & Olson, B.D. (2006). Creating a home to promote recovery: The physical environments of Oxford House. Journal of Prevention and Intervention in the Community, 31, 27-40. doi:10,1300/1005v3 1n01_|

Jason, L. A., Davis, M. I., & Ferrari, J. R, (2007). The need for substance abuse after- care: Longitudinal analysis of oxford house. Addictive Behaviors, 32(4), 803-818. doi:10.1016/).addbeh.2006.06.014

Jason, L. A., Groh, D. R., Durocher, M., Alvarez, J., Aase, D. M., & Ferrari, J. R. (2008). Counteracting “not in my backyard”: The positive effeots of greater occupancy

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 29

within mutual-help recovery homes, Journal of Community Psychology, 36(7), 947-958. doi:10.1002/jcop.20259

Polcin, D. L., Koreha, R. A., Bond, J., & Galloway, G. (2010). Sober living houses for alcohol and drug dependence: 18-month outcomes. Journal of Substance Abuse Treatment, 38(4), 356-365. doi:10.1016/}jsat.2010.02,003

Tracy, E. M., Laudet, A. B., Min, M. O., Kim, H., Brown, S., Jun, M. K., & Singer, L. (2012), Prospective patterns and correlates of quality of life among women in substance abuse treatment, Drug and Alcohol Dependence, 124, 242-249. doi:10.1016/,.drugaledep.2012.01.010

White, W. L. (2007). Addiction recovery: Its definition and conceptual boundaries. Journal of Substance Abuse Treatment, 33(3), 229-241. doi:10.1016/,jsat.2007.04.015

Are there differences among types of neighborhoods and communi the sustainability of recovery residences?

s relative to

Community-based programs sueh as recovery residences not only require the continued support and participation of their members to ensure the programn’s sustainability, but also the support of fellow residents of the neighborhoods and communities in which they reside (Jason et al., 2008; Zippay, 2007). Community-based programs consisting of a smaller, self-governed social model program such as the OH system might be more vulnerable to community factors than those of larger, professionally run institutional environments (Borkman et al., 2007; Polcin, 2009). This is because most professionally-run recovery residences are often vetted and licensed businesses or not-for-profit organizations (Archibald, 2007), whereas non-professional OHs require no licensures and are much more subject to the same community dynamics as ordinary housing, Therefore, it is possible that some types of neighborhoods might lead to more positive outcomes for recovery residences like OHs than other types of neighborhoods.

In general, neighborhoods with the following five characteristics should be supportive of positive outcomes for residential recovery homes such as Oxford Houses. First, these neighborhoods must have accessible, affordable rental housing in areas offering amenities for daily life, Most OHs are rental housing in suburban and working- class neighborhoods, which tend to provide stable neighbors, adequate transportation options, and local businesses necessary for daily living, and offer greater flexibility to change locations (Oxford House Inc., 2004), Secondly, Oxford Houses also require individuals in recovery willing to live together in that specific community, and to adhere to OH rules and prineiples (Oxford House Inc, 2004). Some neighborhoods are overly challenging in maintaining a sober lifestyle because of drug dealing or criminal activity. Third, a supportive neighborhood or community offers opportunities for residents to secure reliable employment and income for the house to become self-supporting (Jason, Olson, Ferrari, & Lo Sasso, 2006). ‘The fourth factor for sustainable OHs consists of institutional support and enforcement of the Fair Housing Act of 1988, which prohibits discrimination against minority housing. The Act has been cited as protection against localities attempting to restrict or close down OHs via targeted zoning laws (Jason et al.,

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 30

2008; Miller, 1995). Another institutional support is the Americans with Disabilities Act of 1990, which restricts employers from discriminating against hiring former substance abusers (Zuffoletto, 1992).

‘The fifth and last requirement for sustainable OHs is community support. Although OH residents and their housing are protected legally, good relations can help combat NIMBY (not in my backyard) attitudes, which can lead to hostile relations between OH residents and the local, non-recovery community (Polcin, Henderson, Trocki, & Evans, 2012; Zippay, 1999). Fortunately, after some initial resistance, community acceptance for therapeutic group homes can improve over time, indicating older houses might have stronger community support (Zippay, 2007). Additional ‘community support includes local 12-step meetings such as Alcoholics Anonymous (Groh, Jason, Ferrari, & Davis, 2009).

Laws around the regulation of addiction treatment and recovery services differ from state to state, and RR Levels of Support range from clinical to nonclinical. The availability of a particular Level of Support is reflective of state law. Even though people in recovery are a protected class under the federal Fair Housing Act and its Amendments, local governments under Not In My Back Yard (NIMBY) political pressure often times illegally discriminate against people in recovery with land use or health and safety

hat regulate RR above and beyond housing for individuals without a is discriminatory activity raises barriers for people in recovery to access the housing that many need to live happier healthier lives. With limited resources to navigate the legal system, which can be stigmatizing into itself, RR providers are often bullied out of municipalities, leaving local people in recovery without an important resource.

Harvey, Mortensen, Aase, Jason, & Mueller (under review) found that an impressive 86.9% of Oxford Houses remained open over a period of six years, thus suggesting that OHs arc relatively stable systems when they operate in supportive communities. Conversely, Calabra, Beasley, & Jason (2012) found that certain combined community characteristics (based on U.S. Census data), particularly transient communities and low SES, tended to have the greatest number of closings of OH recovery environments, Finally, Ferrari, Groh, & Jason (2009) found no differences in sobriety outcomes among OH recovery homes residents in four socio-economic zones: upper or middle class, urban working or lower class, suburban upper or middle-class, and suburban working or lower class, However, like most complex systems, residential recovery homes likely require multiple levels of neighborhood support to promote positive outcomes (Foster-Fishman, Berkowitz, & Lounsbury, 2001).

References

Archibald, M. (2007). The evolution of self-help. New York: Palgrave MacMillian,

Borkman, T., Kaskutas, L. A., & Owen, P, (2007). Contrasting and converging philosophies of three models of alcohol/other drugs treatment: Minnesota model, social model, and addiction therapeutic communities. Alcoholism Treatment Quarterly, 25(3), 21-38. doi:10.1300/J020v25n03_03

A Primer on Recovery Residences ~ FAQs: NARR. September 20, 2012 31

Calabra, K., Beasley, C. R., & Jason, L. A. (2012). Oxford House: The impact of community characteristics on house survival. Paper presented at the Midwestern Psychological Association, Chicago, IL.

Ferrari, J. R., Groh, D. R., & Jason, L. A. (2009). The neighborhood environments of ‘mutual-help recovery houses: Comparisons by perceived socioeconomic status. Journal of Groups in Addiction & Recovery, 4(1/2), 100-109. doi: 10,1080/15560350802712470

Foster-Fishman, P. G., Berkowitz, 8, L., & Lounsbury, D. W. (2001). Building collaborative capacity in community coalitions: a review and integrative framework. American Journal of Community Psychology, 29(2), 241-261.

Groh, D. R., Jason, L. A., Ferrari, J. R., & Davis, M. 1. (2009). Oxford House and Alcoholics Anonymous: ‘The impact of two mutual-help models on abstinence. Journal of Groups in Addiction & Recovery, 4(1/2), 23-31. doi: 10.1080/15560350802712363

Harvey, R., Mortensen, J., Aase, D, Jason, L., & Mueller, D. (in press). Factors Affecting the Sustainability of Self-Run Recovery Homes International Journal of Self-Help & Self-Care.

Jason, L. A., Groh, D. R., Durocher, M., Alvarez, J., Aase, D. M., & Ferrari, J. R, (2008). Counteracting “Not in My Backyard”: the positive effects of greater occupancy within mutual-help recovery homes. Journal of Community Psychology, 36(7), 947-958. doi: 10.1 002jeop.20259

Jason, L. A., Olson, B, D., Ferrari, J. R, & Lo Sasso, A. Tr. (2006). Communal housing settings enhance substance abuse recovery. American Journal of Public Health, 96(10), 1727-1729. doi:10.2105/ASPH.2005.070839

Miller, D. E. (1995). The Fair Housing Act, Oxford House, and the limits of local control over the regulation of group. William & Mary Law Review, 36(4), 1467.

Oxford House Ine. (2004). Oxford House manual: An idea based on a sound system for recovering alcoholics and drug addicts to help themselves. Silver Spring, MA: Oxford House World Services, Inc.

Polein, D. L. (2009), Communal-living settings for adults recovering from substance abuse. Journal of Groups in Addiction & Recovery, 4(1/2), 7-22. doi:10.1080/15560350802712355

Polcin, D. L., Henderson, D., Trocki, K., & Evans, K. (in press). Community context of sober living houses. Addiction Research & Theory. doi:10.3109/16066359.2012.665967

Zippay, A. L. (1999). Establishing group housing: community outreach methods. “Administration in Social Work, 23(2), 33-46. doi: 10.1300/J147v23n02

Zippay, A. L. 2007), Psychiatric residences: notification, NIMBY, and neighborhood relations, Psychiatric Services, 58(1), 109-113. doi:10.1176/appi.ps.58.1.109

Zuffoletto, J. M. (1992). New federal regulations protect disabled employees. Americans with Disabilities Act of 1990 (ADA). AORN Journal, 55(5), 1274.

32, Do recovery and family outcomes differ for parents with young children staying in recovery residences?

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 32

Many recovery home residents have children; however, few residences allow parents and children to reside in the recovery home together. Although research has recommended further exploration of children’s experiences in recovery residences (Polcin, 2001), to date, few studies have examined how recovery and family outcomes differ for parents and young children who live in recovery residences.

“The Oxford House model is unique in that there are designated men and children’s houses as well as women and children’s houses. Oxford House research has explored how children living in Oxford Houses influence aspects of the recovery process. Women who lived in Oxford Houses with children reported getting along with children in the house, that mothers could rely on other house members for babysitting help, and that the children had a positive effect on the household and the women’s—both mothers and non-mothers’—recovery processes (d’Arlach, Olsen, Jason, & Ferrari, 2006). Another study compared men and women who lived with children with men and women who did not reside with children in Oxford House. This study found that men who lived with children had more general social support than women who lived with children and men who lived without children (Ortiz, Alvarez, Jason, Ferrari, & Grob, 2009). This finding suggested that women who lived with children might need additional supports and resources compared to men (Ortiz. et al., 2009), These findings were similar to a prior study that found that women who had children reported many parenting-related stressors upon entry to Oxford House (Ferrari, Jason, Nelson, & Curtin-Davis, 1999).

Itis essential for research to further examine longitudinal outcomes among parents and children who live in recovery residences, including settings that differ from Oxford House. Future research is also needed to explore children’s experiences in

recovery home settings, and how recovery homes can impact both family and recovery outcomes.

References

D’Arlach, L., Olson, B. D., Jason, L. A., & Ferrari, J. R. (2006). Children, women, and substance abuse: A look at recovery in a communal setting, Journal of Prevention & Intervention in the Community, 31, 121-131. doi:10.1300/J005v31n01_11

Ferrari, J. R., Jason, L. A., Nelson, R., & Curtin-Davis, M. (1999), An exploratory analysis of women and men within a self-help, communal-living recovery setting:

‘A new beginning in a new house. American Journal of Drug and Alcohol Abuse, 25, 305-317.

Ortiz, E., Alvarez, J., Jason, L. A., Ferrari, J. R., & Groh, D. (2009). Abstinence social support: ‘The impact of children in Oxford House. Journal of Groups in Addiction & Recovery, 4, 71-81. doi:10.1080/15560350802712413

Polein, D. L. (2001). Sober living houses: Potential roles in substance abuse services and suggestions for rescarch. Substance Use & Misuse, 36(3), 301-311.

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 33

Is there « minimal optimal length of stay in a recovery residence in terms of achieving stable, sustainable recovery?

Systematic evaluations of large-scale treatment programs, such as the Drug Abuse ‘Treatment Outcome Studies (DATOS) carried out in 1991-1993, as well as the earlier Treatment Outcome Prospective Study (TOPS) concluded that the most consistent predictors of positive outcomes in community-based settings are client retention and length of stay (LOS; Etheridge, Craddock, & Dunteman, 1995; Simpson, 2004). Longer LOS predicted higher sobriety rates in both naturalistic, non-experimental studies (Hubbard, Craddock, & Anderson, 2003) and experimental studies with randomly

igned controls or comparison groups (Dearing, Barrick, Dermen, & Walitzer, 2005; Jason et al. 2007). However, earlier research on residential treatment settings indicated that length of stay (LOS) in treatment and aftercare has yielded contradictory results (Moos, Finney, & Cronkite, 1990). For example, McCusker and colleagues (1995) compared four groups in either a 3- or 6-month progeam in an enhanced TC, or a 6- or 12-month program in a traditional TC. McCusker et al. found that longer LOS in treatment has no beneficial effects than shorter LOS. All groups had the same 6-month post-treatment drug use outcomes ranging from 50% to 56% sobriety rates from drugs (aleohol use was not measured as an outcome).

It is unclear what duration and retention rates in a setting constitutes an effective LOS, and what client characteristics influence this relationship (Condelli & Hubbard, 1994; Finney, Moos, & Chan, 1981). Moos, Peitit, & Gruber (1995) found that patients (N= 5,176, mostly males) who entered a long-term aftercare facility after acute or short- term AOD treatment had ended had lower treatment readmission rates after 6 months and 1 year than treated men (N= 5,176) who were released back into the community, often returning to their homes. ‘The men who entered the aftercare facility also used outpatient mental health care services significantly more than men who were released into the community. Moos ct al. (1995) suggested that longer episodes of care tend to encourage active participation and involvement with mental health and recovery processes, such as more frequent office visits and meeting with recovery counselors.

Other factors undoubtedly interact with LOS. High turnover within a treatment environment might be a key component to extending resident LOS and subsequent benefits of longer treatment. In the McCusker et al, (1995) study, they found that retention rates decreased over time, ranging from 55.6% for the 3-month program to only 20.7% for the 12-month program, i.c., the longest episodes of treatment had the lowest completion rates. The low retention rates and similar use outcomes underscore the concept that length of contact with peers, rather than program length alone, is necessary for differential outcomes. It is likely that LOS cannot be equated with the intensity or “dosage” of treatment. In an evaluation of five different inpatient AOD treatment programs, Moos et al, (1990) found that client participation and involvement in the treatment milicu was at least as important as LOS, ‘This suggests that longer stays are effective only if it permits opportunities for people recovering from AOD problems to activate the protective benefits from Moos’ theoretical ingredients (Moos, 2008). Length of stay contributes to the “activation” of the theoretical ingredients because many of these processes are time based, i.e, a 6-month program offers more opportunities to learn from peers, or {o form protective bonds, than a 30-day program.

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 34

OH research indicated a tipping point of six months of residency; at a 24-month follow-up, OH residents who stayed more than six months had relapse rates of 16.6%, compared to relapse rates of 45.7% for residents staying less than six months (Jason et al., 2007). Greater LOS of six months or more may allow individuals to stabilize and adapt to their post-treatment circumstances at a self-defined pace (DiClemente, Schlundt, & Gemmell, 2004; Jason et al., 1997). Other studies have also noted that treatment durations of 6 months or more tend to produce better outcomes in residential settings (Dennis, Scott, & Foss, 2003; Hubbard et al., 2003; Johnson, Finney, & Moos, 2005). Also supporting this contention are studies comparing programs lasting from 14 to 90 days, which found no differences in sobriety outcomes based on LLOS (Etheridge et al., 1995).

References

Condelli, W. $., & Hubbard, R. L, (1994). Relationship between time spent in treatment and client outcomes from therapeutic communities. Journal of Substance Abuse Treatment, 11(1), 25-33. doi: 10.1016/0740-5472(94)9006 1-2

Dearing, R. L., Barrick, C., Dermen, K. H., & Walitzer, K. 8. (2005). Indicators of client ‘engagement: Influences on alcohol treatment satisfaction and outcomes, Psychology of Addictive Behaviors, 19(1), 71-78. doi: 10.1037/0893-164x.19.1.71

Dennis, M. L., Scott, C. K., & Foss, M. A. (2003). Factors influencing initial and longer- ‘erm responses to substance abuse treatment: A path analysis. Evaluation and Program Planning, 26, 287-295. doi: 10.1016/80149-7189(03)00033-8

DiClemente, C. C., Schlundt, D., & Gemmell, L. (2004). Readiness and stages of change in addiction treatment, American Journal on Addictions, 13(2), 103-119.

Etheridge, R., Craddock, S., & Dunteman, G. (1995). Treatment services in two national studies of community-based drug abuse treatment programs. Journal of Substance Abuse, 7, 9-26. doi:10.1016/0899-3289(95)90303-8

Finney, J. W., Moos, R. H., & Chan, D. A. (1981). Length of stay and program ‘component effects in the treatment of alcoholism: A compatison of two techniques for process analyses, Journal of Consulting and Clinical Psychology, 49(1), 120-131. doi: 10.1037/0022-006x.49.1.120

Hubbard, R. L., Craddock, $. G., & Anderson, J. (2003), Overview of 5-year followup outcomes in the drug abuse treatment outcome studies (DATOS), Journal of Substance Abuse Treatment, 25(3), 125-134. doi: 10.1016/s0740-5472(03)00130- 2

Jason, L. A., Ferrari, J. R., Smith, B., Marsh, P., Dvorchak, P. A., Groessl, E, J.,. Bowden, B. S. (1997). An exploratory study of male recovering substance abusers living in a self-help, self-governed setting, Journal of Mental Health Administration, 243), 332-339, doi: 10.1007/b02832666

Jason, L. A., Olson, B. D., Ferrari, J. R., Majer, J. M., Alvarez, J., & Stout, J. (2007). An examination of main and interactive effects of substance abuse recovery housing on multiple indicators of adjustment. Addiction, 102(7), 1114-1121 doi:10.1111/.1360-0443,2007.01846.x

A Primer on Re

very Residences — FAQs: NARR September 20, 2012 35

Johnson, J. E., Finney, J. W., & Moos, R. H. (2005). Predictors of 5-year mortality following inpatient/residential group treatment for substance use disorders. Addictive behaviors, 30, 1300-1316. doi: 10.1016/j.addbeh.2005.01.005

McCusker, J., Vickers-Lahti, M., Stoddard, A., Hindin, R., Bigelow, C., Zorn, M.,…Lewis, B. (1995). The effectiveness of alternative planned durations of residential drug abuse treatment, American Journal of Public Health, 85(10), 1426-1429,

Moos, R. H. (2008). Active ingredients of substance use-focused self-help groups. Addiction, 103(3), 387-396, doi:10.11 1 1/).1360-0443.2007.0211 1.x

Moos, R. H., Finney, J. W., & Cronkite, R. C. (1990). Alcoholism treatment: Context, process, and outcome. New York: Oxford University Press.

Moos, R. H., Pettit, B., & Gruber, V. (1995). Longer episodes of community resider care reduce substance abuse patients’ readmission rates. Journal of Studies on Alcohol, 56(4), 433-443.

Simpson, D. D. (2004). A conceptual framework for drug treatment process and outcomes. Journal of substance abuse treatment, 27, 99-121. doi: 10.1016/,jsat.2004.06,001

34, Do recovery residence outcomes differ by resident characteristics, e.g., age, gender, ethnicity, co-occurring disorders, different amounts and kinds of recovery capital?

‘The existing literature suggests that a wide variety of individuals are able to benefit from living in a recovery residence. When differences have been found in terms of the characteristics of the types of individuals who benefit most, results have been inconsistent across studies. For example, in a study of sober living houses, Korcha, Polein, Bond, & Galloway (2010) found higher severity of psychiatric symptoms predicted worse alcohol and drug outcomes. ‘This finding is consistent with numerous alcohol and drug treatment studies that show co-occurring mental health disorders are common among individuals with addictive disorders, and higher psychiatric severity predicts worse outcome (¢.g., Broome, Flynn, & Simpson, 1999; Compton, Cottler, Jacobs, Ben-Abdallah, & Spitznagel, 2003; McLellan, Luborsky, Woody, OBrien, & Druley, 1983; Ritsher, McKeller, Finney, Otilingam, & Moos, 2002). However, a number of studies examining outcomes of individuals in recovery residences did not find psychiatric severity to predict outcome. In a study of 52 Oxford House residents, Majer, Jason, Ferrari, & North (2002) found high co-occurrence of antisocial personality (58%), post-traumatic stress (35%), and affective (38%) disorders. Despite the high incidence of co-occurring disorders, 69% of the residents at 6-month follow up were still residing in the Oxford House or had left the house under favorable conditions. In a subsequent study of Oxford houses, Jason et al, (2007b) did not find mood or anxiety disorders to predict substance use outcomes among 75 residents of Oxford Houses,

Studies of therapeutic community residences (TCs) have also yielded mixed findings. DeLeon (1989) noted that therapeutic communities (TCs) have historically had some difficultly succeeding with clients who have co-occurring disorders. However, he outlined a series of modifications TCs have made to be more responsive to this

A Primer on Recovery Residences — FAQs: NARR, September 20, 2012 36

population, including decreased confrontation, increased flexibility, and incorporation on mental health professionals as part of the treatment team. In a recent TC study of retention, Darke, Campell, & Pople, (2012) studied 191 individuals entering a TC and did not find worse retention associated with higher psychopathology. However, Mulder, Frampton, Peka, Hampton, & Marsters (2009) studied 3-month retention among 107 individuals enrolled in a TC and found those remaining in treatment had lower mental health problems on the Short Form Health Survey (SF-36), but a higher history of lifetime depression. Samuel, LaPaglia, Maccarelli, Moore, & Ball (2011) studied how 10 different personality disorders were associated with retention in a TC. They found borderline personality disorder was associated with worse overall retention. Antisocial personality and histrionic disorders were related to very early attrition, but not overall retention,

Studies ing demographic characteristics of individuals entering recovery residences have also yielded little that is consistent across studies. Jason, Davis, Ferrari, & Anderson (2007a) studied 897 men and women in Oxford Houses and did not find associations between demographic variables such as age, sex, and race and 90-day alcohol use. Remaining in the Oxford House for at least 6 months was a strong predictor of alcohol sobriety. However, Polcin, Korcha, Bond, & Galloway (2010a) studied sober living houses in California and found 6-month abstinence from alcohol and drugs was less common among younger individuals age 18-28 than other age groups. No differences were found by sex and race, When associations between demographic variables were examined in relation to Addiction Severity Index (ASI) alcohol and drug scales, the findings were different. ‘There were no significant differences on the ASI drug severity scale by sex, race, or age, In addition, most comparisons on the ASI alcohol scale were also not significant, although whites and those aged 29 — 37 had somewhat lower severity, At 18-month follow-up, length of time in the sober living house did not predict outcome.

Demographic factors and how they relate to outcome have also been exar within the context of TCs. Messina, Wish, & Nemes (2000) examined a vatiety of predictors of outcome in TCs among women and men separately. Analysis considered a variety of demographic factors, including age, education, and marital status. For men, the only variable predicting substance use at 12 months was treatment completion predicting a negative drug screen. For women, predictors included treatment completion predicting a negative screen and a history of physical abuse predicting a positive sorcen.

Completion of treatment was also associated with employment and avoiding arrests for both men and women. Even for residents who did not complete treatment, longer lengths of treatment were associated with better outcome, especially for women.

Examination of the role that recovery capital plays in influencing outcomes in residential recovery settings has been limited, Recovery capital refers to factors that support establishment and maintenance of recovery, such as social support, 12-step affiliation, spirituality, religiousness, and life meaning (Laudet & White, 2008). Most of these concepts are understudied among persons recovering in residential recovery homes However, there has been some examination of social support and 12-step affiliation in Oxford and sober living houses. Polein et al. (2010a) found higher involvement in 12- step groups and fewer heavy alcohol and drug users in the social network predicted better alcohol and drug outcomes among sober living house residents. Similar results were

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 37

found in a study of 55 individuals residing in sober living houses affiliated with an outpatient treatment program (Polein, Korcha, Bond, & Galloway, 2010b). Groh, Jason, Ferrari, & Davis (2009) studied 12-step involvement in Oxford Houses and found high involvement in 12-step groups combined with residence in an Oxford House was associated with higher abstinence. Groh, Jason, Davis, Olson, & Ferrari (2007) found social support from family and friends predicted better alcohol outcomes for residents of Oxford Houses, but alcohol specific social support did not,

Historically, TCs have not integrated 12-step groups into the recovery process, but they have emphasized social support for recovery as an important goal. However, TCs have recently begun to modify their approach to incorporate 12-step involvement. Research by Aromin, Galanter, Solhkhah, Bunt, & Dermatis (2006) of 322 clients in TCs suggested there is increasing support for integrating 12-step groups into the TC modality. Although social support is emphasized in TCs it has been understudied as a predictor of outcome, However, in a recent study Mandell, Edelen, Wenzel, Dahl, & Ebener (2008) documented that social support capital developed early in TC treatment was associated with longer retention, and longer retention was in turn associated with better post- treatment outcomes.

Summary: ‘There is litle in the existing literature to suggest that residential recovery programs are not appropriate for specific types of individuals. When significant predictors have been found, they have not been consistent actoss studies. Two consistent predictors of outcome with implications for operation of recovery residences arc involvement in 12-step groups and social support for recovery. Additional resear needed on predictors of outcome, especially the role of recovery capital.

References

Aromin, R. A., Galanter, M., Solhkhah, R., Bunt, G., & Dermatis, H. (2006). Preference for spirituality and twelve-step-oriented approaches among adolescents in a residential therapeutic community. Journal of Addictive Disease, 25(2), 89-96. doi:10.1300/I069v25n02_12

Broome, K. M., Flynn, P. M., & Simpson, D. D, (1999). Psychiatric comorbidity measures as predictors of retention in drug abuse treatment programs. Health Services Research, 34(3), 791-806

Compton, W. M, III, Cottler, L. B., Jacobs, J. L., Ben-Abdallah, A., & Spitznagel, B. L, (2003). The role of psychiaric disorders in predicting drug dependence treatment outcomes. The American Journal of Psychiatry, 160(5), 890-895. doi:10.1176/appi.ajp. 160.5.890

Darke, S., Campell, G., & Pople, G. (2012). Retention, early dropout and treatment completion among therapeutic community admissions. Drug and Alcohol Review, 31(1), 64-71. doi:10.11114.1465-3362.201 1.00298.x

De Leon, G. (1989). Psychopathology and substance abuse: what is being learned from research in therapeutic communities. Journal of Psychoactive Drugs, 21(2), \77- 189, doi:10.1080/02791072.1989,10472158

Groh, D. R., Jason, L. A., Davis, M., Olson, B., & Ferrari, JR. (2007). Friends, family, and alcohol abuse: An examination of general and alcohol-specific social support. American Journal on Addictions, 16(1), 49-55. doi:10.1080/10550490601080084

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 38

Groh, D.R, Jason, L. A., Ferrari, J. R., & Davis, M. I. (2009). Oxford House and ‘Alcoholics Anonymous: The impact of two mutual-help models on abstinence. Journal of Groups in Addiction & Recovery, 4(1-2), 23-31. doi:10.1080/15560350802712363

Jason, L. A., Davis, M. [., Ferarti, J. R., & Anderson, E, (2007a). ‘The need for substance abuse aftercare: A longitudinal analysis of Oxford Houses. Addictive Behaviors, 32, 803-818, doi:10.1016/).addbeh.2006.06.014

Jason, L. A., Olson, B. D., Ferrari, J. R., Majer, J. M., Alvarez, J., & Stout, J. (2007b). ‘An examination of main and interactive effects of substance abuse recovery housing on multiple indicators of adjustment, Addiction, 102(7), 1114-1121. doi:10.1111/).1360-0443.2007.01846.x

Korcha, R. A, Polein, D. L., Bond, J. C., & Galloway, G. P. (2010). Psychiatric distress and substance use outcomes among sober living residents. 33rd Annual Research Society on Alcoholism Scientific Meeting. San Antonio, ‘VX, June 26-30. Abstract published in Alcoholism: Clinical and Experimental Research, 34 Suppl. 6) 232A, abstract number 886]

Laudet, A. B., & White, W. L. (2008). Recovery capital as prospective predictor of sustained recovery, life satisfaction, and stress among former poly-substance users, Substance Use and Misuse, 43(1), 27-54. doi:10,1080/10826080701681473

Majer, J.M., Jason, L. A., Ferrari, J. R., & North, C. S. (2002). Comorbidity among, Oxford House residents: A preliminary outcome study. Addictive Behaviors, 27(5), 837-845. doi:10.1016/S0306-4603(01)00214-3

Mandell, W., Edelen, M. O., Wenzel, S. L., Dahl, J., & Ebener, P. (2008). Do dimensions of therapeutic community treatment prediet retention and outcomes? Journal of Substance Abuse Treatment, 35(3), 223-23 1. doi:10.10164j,jsat.2007. 10.004

McLellan, A. T., Luborsky, L., Woody, G. E., O’Brien, C. P., & Druley, K. A. (1983), Predicting response to alcohol and drug abuse treatments: role of psychiatric severity. Archives of General Psychiatry, 40(6), 620-625. doi:10,1001/archpsyc. 1983.04390010030004

Messina, N., Wish, E., & Nemes, S. (2000), Predictors of treatment outcomes in men and women admitted to a therapeutic community, American Journal of Drug and Alcohol Abuse 26(2), 207-227.

Mulder, R.'T., Frampton, C. M., Peka, H., Hampton, G., & Marsters, ‘T. (2009b). Predictors of 3-month retention in a drug treatment therapeutic community. Drug and Alcohol Review, 28(4), 366-371. doi:10.1111/).1465-3362.2009.00050.x

Polein, D. L., Korcha, R., Bond, J., & Galloway, G. P. (2010a). Sober living houses for alcohol and drug dependence: 18-month outcomes. Journal of Substance Abuse Treatment, 38(4), 356-365. doi:10.1016),jsat.2010.02.003

Polcin, D. L., Koreha, R., Bond, J., & Galloway, G. (2010b). Eighteen month outcomes for clients receiving combined outpatient treatment and sober living houses. Journal of Substance Use, 15, 352-366. doi:10,3109/14659890903531279

Ritsher, J. B., McKeller, J. D., Finney, J. W., Otilingam, P. G., & Moos, R. H. (2002). Psychiatric comorbidity, continuing care and mutual help as predictors of five-

tance use disorders, Journal of Studies on Aleohol, 63(6),

709-715.

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 39

Samuel, D., LaPaglia, D. M., Maccarelli, L, M., Moore, B. A., & Ball, S. A. (2011). Personality disorders and retention in a therapeutic community for substance dependence. American Journal on Addictions, 20(6), 555-562 doi:10.1111.1521-0391.201 1.00174.x

35, Are there persons for whom recovery residences are not appropriate?

Posing this question to those with expertise in recovery residences generates a number of anecdotal observations on populations that may not do well in this type of recovery support structure (¢.g., persons with serious mental illness, persons with a past history of sexual crimes, persons with a high level of personal resources, etc.), but little research has been done on this question. There is evidence from studies of level 1 recovery residences of characteristics associated with better outcomes (¢.g., persons who are older, African-American, 12-step involvement, social networks with fewer substance users and who remain in residence more than six months) (Jason, et al, 1997; 2007; Groh, et al, 2009; Polcin et al, 2010).

ARR is not appropriate for an individual:

«if they are not an eligible population, RRs are designed only for people in recovery from substance use and/or co-occurring issues. Often they are designed for an cven more specific population in recovery (¢.g., gender, sexual orientation, age).

if they are unwilling or unable to support the recovery culture of the RR by adhering and upholding the house rules for themselves and others.

«if their needs exceed the scope of service provide. RR’s 4 Levels of Support offer a wide range of choices, but even still, there are needs that go beyond what an RR can provide.

if they pose a threat to themselves, others, or property.

« ifthey are engaged in criminal activity.

‘The prolonged history of harm in the name of help in the history of addiction treatment and recovery in the United States suggests the need to evaluate the potential of inadvertent harm from all helping interventions offered to individuals seeking recovery support (White, 1998; White & Kleber, 2008; White & Miller, 2007). While the potential for such harm has been explored for professionally delivered psychosocial interventions for substance use disorders (Ilgen & Moos, 2005, 2006; Moos, 2005), no studies exist to date that have identified any inadvertent harm to particular populations of people residing in the Level I-II recovery residences.

References

Groh, D. R., Jason, L. A., Ferrari, J. R., & Davis, M. I. (2009), Oxford House and ‘Alcoholics Anonymous: The impact of two mutual-help models on abstinence.

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 40

Journal of Groups in Addiction and Recovery, 4, 23-31. doi:10.1080/15560350802712363

igen, M., & Moos, R. (2005). Deterioration following aloohol-use disorder treatment in Project MATCH. Journal of Studies on Alcohol, 66, 517-525.

igen, M., & Moos, R. (2006). Exacerbation of psychiatric symptoms during substance use disorder treatment, Psychiatric Services, 57(12), 1758-1764

Jason, L. A., Ferrati, J. R, Dvorchak, P. A., Groessl, B. J., & Malloy, J. P. (1997). The characteristics of alcoholics in self-help residential treatment settings: A multi-site study of Oxford House. Alcoholism Treatment Quarterly, 15, 53-63. doi:10.1300/1020v15n01_05

Jason, L. A., Olson, B. D., Ferrari, J. R., Majer, J. M., Alvarez, J., & Stout, J. (2007). An examination of main and interactive effects of substance abuse recovery. Addiction, 102, 1114-1121.

Moos, R. H. (2005). Iatrogenic effects of psychosocial interventions for substance use disorders: prevalence, predictors, prevention. Addiction, 100, 595-604. doi:10.11114.1360-0443,2005.01073.x

Polcin, D.L., Korcha, R.A., Bond, J., & Galloway, G (2010) Sober living houses for aleohol and drug dependence: 18-month outcomes. Journal of Substance Abuse Treatment, 38(4), 356-365.

White, W.L. (1998). Slaying the Dragon: The History of Addiction Treatment and Recovery in America. Bloomington, IL: Chestnut Health Systems,

White, W. L., & Kleber, H. D. (2008). Preventing harm in the name of help: A guide for addiction professionals. Counselor, 9(6), 10-17.

White, W. L., & Miller, W. R, (2007). ‘The use of confrontation in addiction treatment History, science and time for change. Counselor, 8(4), 12-30.

36, Are recovery residences cost-effective?

Research has not thoroughly investigated the cost-effectiveness of recovery residences. The few studies that exist have compared Oxford House and alternative aftercare models, For example, an exploratory study on the societal costs of Oxford House estimated low annual socictal costs per person in Oxford House based on federal and resident data (Olson ct al., 2006). Additionally, the societal costs of Oxford House were relatively low when compared to costs for inpatient treatment and incarceration (Olson et al., 2006), A more recent study examined costs and benefits from a randomized, controlled study of Oxford House and usual aftercare conditions (LoSasso, Byro, Jason, Ferrari, & Olson, 2012). Economic costs included length of residency in Oxford House as well as inpatient and outpatient treatment utilization, while economic benefits encompassed monthly income, days engaged in illegal activity, substance use, and incarceration rates (LoSasso ct al., 2012). Results indicated costs were higher in Oxford House, but the benefits of reduced incarceration, substance use, and illegal activity outweighed those costs (LoSasso et al., 2012).

Given the limited data on the costs and benefits of recovery residences, additional research to compare recovery residences and other types of housing arrangemer warranted. For example, future research should compare recovery residences with

A Primer on Recovery Residences ~ FAQs: NARR, September 20, 2012 41

government-supported housing, permanent supportive housing, transitional housing, incarceration, homelessness, safe havens, and shelters, as well as long-term residential treatment programs. Furthermore, additional data are needed to examine the combined cost savings related to criminal justice and incarceration, hospitalization and medical costs, substance use-related costs, and other social costs for recovery residences. This would include cost savings calculations for parents and families involved in child welfare systems, babies being born drug-free, and promoting intact families. Finally, it is important to incorporate the benefits of recovery residences, including residents? employment, earning incomes, pursuit of purpose, volunteer activities, and improved zenship behaviors and how these activities impact the societal costs of these settings.

References

LoSasso, A. T., Byro, E., Jason, L. A., Ferrari, J, R., & Olson, B. (2012). Benefits and costs associated with mutual-help community-based recovery homes: The Oxford House model. Evaluation and Program Planning, 35, 47-53. doi:10.1016/.evalprogplan.2011.06.006

Olson, B. D. Viola, J. J., Jason, L, A., Davis, M. 1, Ferrari, J. R., & Rabin-Belyaev, O. (2006), Economic costs of Oxford House inpatient treatment and incarceration: A preliminary report. Journal of Prevention & Intervention in the Community, 31, 63-72, doi10.1300/J005v3 1n01_06

Are government loans available to start recovery residences?

In 1988, Congress passed an “Anti-Drug Abuse Act” that included a provision to encourage state-level expansion of self-run, self-supported recovery homes, such as Oxford Houses. In carly 1989, the U.S. Alcohol, Drug Abuse, and Mental Health Administration issued guidelines to all states requiring the establishment of revolving oan fuunds in which each state would set aside $100,000 from their available state fun for the expansion of these homes. Individuals were able to borrow up to $4,000 from this state loan fund to help with initial month’s rent, a security deposit, and to purchase furniture and other items necessary to establish a house, Some states also provided separate financial assistance for the hiring of outreach workers or recruiters to facilitate the opening of Oxford House

Ina study of thirteen states that had both a revolving loan fund program and recruiters, Oxford House researchers found an inerease in the opening of new houses after the introduction of these policies—a total of 559 new Oxford Houses were opened between 1988 and 2002 in these states, in contrast to no new houses being opened in the 10 years prior, suggesting that federal policy and the provision of state-level resources can affect the expansion of recovery residences (Jason, Braciszewski, Olson, & Ferrari, 2005). When the Anti-Drug Abuse Act was revised in 1999, not all states were required to offer loan funds (Braciszewski, Olson, Jason, & Ferrari, 2006). Currently, only the following locations maintain recovery home revolving loan funds: New Jersey, [lin Oklahoma, Nebraska, North Carolina, Washington State, Oregon, Delaware, Virginia, Kansas, Hawaii, Wyoming, New Mexico, West Virginia, and District of Columbia.

A Primer on Recovery Residences ~ FAQs: NARR September 20, 2012 42

Oxford Houses across the U.S. also contribute about $300,000 a year that is used to

support the development of new Oxford Houses (P. Molloy, personal communication, 21 June 2012).

More research is needed to investigate the statu these poli residences.

effects, and implementation of ies, particularly how they may have affected other non-Oxford House recovery

References

Braciszewski, J. M., Olson, B. D., Jason, L. A., & Ferrari, J. R. (2006). The influence of policy on the differential expansion of male and female self-run recovery setting Journal of Prevention & Intervention in the Community, 31(1-2), 51-62. doi:10.1300/J00Sv31n01_05

Jason, L. A., Braciszewski, J., Olson, B. D., & Ferrari, J.R. (2005). Increasing the number of mutual help recovery homes for substance abusers: Effects of government policy and funding assistance. Behavior and Social Issues, 14(1), 71-79.

Recovery Residences and the Community

How do Recovery Residences affect the neighborhoods in which they are located?

‘The American Planning Association’s Policy Guide on Community Residences (1997) reviewed more than 50 studies and concluded that eommunity residences such as group homes and halfway houses do not have an effect on the value of neighboring properties. Reviews also note that community residences are often the best maintained homes on their block and that many neighbors were not even aware there was such a residence in the neighborhood (also see Council of Planning Librarians, 1990). Other reviews have found no negative effects on neighborhood safety and that residents of group homes are much less likely to commit a crime of any sort than the average resident (Lauber, 1986).

There are numerous reasons why RRs should be located in residential neighborhoods. Establishment of RRs in these areas facilitates the integration of persons in recovery back into the community and also may serve to educate the community about stigmatized populations (¢.g., people with substance abuse problems, developmental disabilities, or mental illnesses). Indeed, Oxford House, Inc. advises that new houses be established in safe, low crime, economically stable neighborhoods with minimal opportunities for relapse (Oxford House, 2002), and research on Oxford Houses indicates that they are typically located in these types of neighborhoods (Ferrari, Jason, Blake, Davis, & Olson, 2006; Ferrari et al., 2009).

Despite these reasons and federal law protecting persons in recovery as a protected class under the federal Fair Housing Act and its amendments (see 42 U.S.C. §§ 3601-3619), RRs often face significant “not in my backyard” (NIMBY) opposition to opening in residential neighborhoods (Jason et al., 2008) or may be forced to open in poorer ones, For example, a study conducted in Philadelphia found that over 50% of RRs in that city were located within only 4 of the 49 city zip codes and that 26 zip codes did not have any recovery homes in them whatsoever (Johnson et al., 2009).

A Primer on Recovery Residences ~ FAQs: NARR_ September 20, 2012 43

‘This sort of opposition is unfortunate, because research conducted to date generally finds that RRs do not negatively affect neighborhoods and may even provide benefits to the communities in which they are located, Interviewing landlords of Oxford Houses, Ferrari, Aase, Mueller, & Jason (2009) found that landlords reported that things such as excessive noise, rent payment, landlord tenant communication, and pet problems were less of a problem with Oxford House renters than with other renters, and many had positive comments about renting to Oxford House tenants, Studies of neighbors and community members have found similarly encouraging findings. In interviews with neighbors of Oxford Houses, Jason, Roberts, & Olson (2005) found Oxford House residents blended well into the neighborhood and made good neighbors. They also found that the majority of Oxford House neighbors interviewed had cither gained resoure friendships, or a greater sense of security following contact with the Oxford House residents. Furthermore, they found no evidence of property devaluation in the neighborhoods containing Oxford Houses; community members who knew of the Oxford House actually saw an increase in property value over an average of 3 years.

Similar results were found by Polein, Henderson, Trocki, Evan, & Wittman (in press) who interviewed community members about Sober Living Homes (homes comparable to NARR Level | and Level 2 residences) in Northern California; however, these researchers found that size and density of the house appeared to influence neighborhood perceptions, Certainly more research on community members’ experiences with RRs and the factors that influence community attitudes will be useful in developing strategies to overcome NIMBY opposition to locating RRs in residential neighborhoods conducive to recovery.

References

Council of Planning Librarians (1990). There goes the neighborhood: A summary of studies addressing the most often expressed fears about the effects of group homes on neighborhoods in which they are placed (CP1. Bibliography No. 259, April 1990);

Ferrari, J. R., Aase, D. M., Mueller, D. G., & Jason, L, A. (2009). Landlords of self governed recovery homes: An initial exploration of attitudes, opinions, and motivation to serve others. Journal of Psychoactive Drugs, 41(4), 349-354.

Ferrari, J.R., Groh, D. R., Jason, L. A., & Olson, B.D. (2009). The neighborhood environments of mutual-help recovery houses: Comparisons by perceived socio- economic status. Journal of Groups in Addiction & Recovery, 4, 100-109. doi:10.1080/15560350802712470

rrari, J. R., Jason, L, A., Blake, R., Davis, M. 1, & Olson, B. D. (2006). "This is my

neighborhood": Comparing United States and Australian oxford house neighborhoods. Journal of Prevention & Intervention in the Community, 31(1-2), 41- 49, doi:10.1300/5005v31n01_04

Jason, L. A., Groh, D, R., Durocher, M., Alvarez, J., Aase, D. M., & Ferrari, J. R. (2008). Counteracting “not in my backyard”: The positive effects of greater occupancy within mutual-help recovery homes. Journal of Community Psychology, 36(7), 947- 958, doi:10.1002/jcop.20259

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 44

Johnson, R., Martin, N., Sheahan, 'T., Way, I. & White, W. (2009). Recovery resource mapping: Results of a Philadelphia recovery home survey. Philadelphia, PA: Philadelphia Department of Behavioral Health and Mental Retardation Services.

Lauber, D. (1986). Impacts on the Surrounding Neighborhood of Group Homes for Persons with Developmental Disabilities, 15 Illinois Planning Council on Developmental Disabilities.

Oxford House, Inc. (2002). Oxford House manual. Silver Springs, MD: Author

Polcin, D. L., Henderson, D., Trocki, K., Evan, K., & Wittman, F. (in press), Community context of sober living houses. Addiction Research and Theory.

Future Research on Recovery Residences

What are the most important ques yet been studied?

jons about recovery residences that have not

First and foremost, we need recovery outcome and cost savings data across the Level of Support for various populations (including co-occurring, re-entry with criminal mindsets, etc.) recovering form a diversity of chemical substances in comparison to or in combination with alternative approaches. Without published research and evidence-based practice designations, licensed professionals and policymakers will continue to question the legitimacy of recovery residences and peer-based recovery.

Other critical research questions on recovery residences include:

© What are the physical, organizational, and social characteristics of the houses that are associated with the best recovery outcomes, c.g., the influence of such factors as size, architectural design, use of space, social climate within the houses, leadership, and operations?

How do neighborhood factors affect outcome, ¢.g., stich factors as economic status, crime, availability of 12-step houses, and access to other

services? © How do neighborhood factors affect the start-up and sustainability of recovery residences?

«What are the major sources of referral to recovery residences?

A Primer on Recovery Residences — FAQs: NARR September 20, 2012 45

Acknowledgements: summary was provided as follow:

Are there populations for whom RRs are an alternative to a

treatment (as opposed to an adjunct to addiction treatment)?

© How do recovery houses and harm reduction houses differ in terms of goals, structure, outcomes, and relationships with neighbors and local government? What types of neighborhoods are a good fit for each?

\diction

mancial support for the research committee preparing this

Leonard Jason, PhD: the National Institute on Alcohol Abuse and Alcoholism (NIAAA geant numbers AA12218 and AA 16973), the National Institute on Drug, Abuse (NIDA grant numbers DA13231 and DA19935), and the National Center on Minority Health and Health Disparities (grant MD002748).

Amy Mericle, PhD: Pennsylvania Department of Health Commonwealth Universal Research Enhancement program (SAP #4100057685).

Doug Policn, PhD: the National Institute on Alcohol Abuse and Alcoholism (NIAAA) grant RO1AA014030 and the National Institute on Drug Abuse (NIDA) grants R21DA023677 and R21DA025208.

William White, MA: Great Lakes Addiction Technology Transfer Center and the Philadelphia Department of Behavioral Health and Developmental DisAbilities,

A Primer on Recovery Residences — FAQs: NARR, September 20, 2012 46

“Taylor & Francs

Alcoholism |’ Alcoholism Treatment Quarterly

Quarterly

2 _1ssn: (Print) (Online) journal homepage: https://wwaw.tandfonline,com/loiéwate20

Moving Social Model Recovery Forward: Recent

Research on Sober Living Houses

Douglas L. Polcin, Amy A. Mericle, George S. Braucht & Friedner D. Wittman

To cite this article: Douglas L. Polcin, Amy A. Mericle, George S, Braucht & Friedner D. Wittman (2023) Moving Social Model Recovery Forward: Recent Research on Sober Living Houses, Alcoholism Treatment Quarterly, 41:2, 173-186, DOK: 10.1080/07347324,2023.2167528

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ALCOHOLISM TREATMENT QUARTERLY 2023, VOL. 43, NO. 2, 173-186 https/fdoiorg/10.1080/07347324.2023.2167528

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‘ylr anes Group

Moving Social Model Recovery Forward: Recent Research on Sober Living Houses

B open access [*

Douglas L. Polcin’ , Amy A. Mericle , George S. Braucht, and Friedner D. Wittman

*Behavioral Health and Recovery Studies, Public Health Institute, Oakland, California, USA; "Alcohol Research Group, Emeryville, California, USA; ‘National Alliance for Recovery Residences, St. Paul; 4CLEW Associates, Berkeley, California, USA

AgsTRACT keywonDS

Social model recovery Is a peer centered approach to alcohol and drug ‘Recovery home; taining; problems that is gaining increased attention. This approach is well- Sober living house; social suited to services in residential settings and typically includes living in model: recovery residence; a shared alcohol- and drug-free living environment where residents give ee" Support

and recelve personal and recovery support. Sober Living Houses (SLHs)

are recovery residences that explicitly use a social model approach. This

paper describes recent research on SLHs, including new measures

designed to assess their social and physical environments, We conclude

that our understanding of social model is rapidly evolving to include

broader, more complex factors associated with outcomes.

Introduction

It is now well recognized that many persons with alcohol or drug problems require more than acute care interventions (Saitz et al., 2008). Mutual-help programs, such as Alcoholics Anonymous (AA), have been important because persons can stay involved as long as they wish and derive the benefits of ongoing peer support. However, some individuals live in environments that undermine their recovery efforts, Residential recovery homes are a good option for many of these individuals because they provide an abstinent living environment and peer recovery support.

Because many states do not license or monitor recovery homes, ascertaining the exact number across the U.S. is difficult. However, Mericle et al. (2022) used a variety of sources to locate 10,358 residences in the US, Recovery homes vary in terms of their physical settings, fees, rules, requirements for involvement in mutual help groups, staffing, structure, governance, types of services offered, relationship with formal treatment programs, and lengths of stay.

Sober living houses

Sober living houses (SLHs) are one type of recovery home that is particularly common in California, Relative to other types of residences, SLHs are explicit in theit use of a social model approach to recovery. Conceptually, the social model perspective views addiction and recovery as occurring via a reciprocal interaction between the individual and his or her

CONTACT Doug | Polen, © apolcnoviscaorg © Behavior Heath and Recovery Stes, Publi Health Insta, Oakand 4383 Fllrok Roa, Concord, ch 94521

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social environment (Wright, 1990). ‘lo maximize the beneficial effects of SLHs, service providers create a physical setting, social environment, and shared sense of responsibility among residents that supports recovery (Wittman et al, 2014), Fundamental characteristics of the social model approach include a goal of abstinence from alcohol and illicit drugs, peer support, resident input into house decisions, and resident participation in household tasks such as cooking and cleaning. In addition, residents are typically required or strongly encouraged to attend mutual help groups such as 12-step programs and develop an individualized recovery plan. Professional clinical services are not offered on-site, but residents can pursue and are encouraged to access services in the community as needed (ego dental, medical, mental health, job training, etc.).

SLH operations are overseen by a house manager, who is typically a person in recovery and often a person who has lived in an SLH as a resident. House managers ensure rent and bills are paid, monitor compliance with house rules, and arrange for repairs as needed. However, there is variability in how involved managers are in supporting the residents’ recovery. Recent survey data suggest some managers spend considerable time and effort supporting resident recovery, whereas others see their role as primarily administrative (Polcin et al., 2020). One concern from a social model perspective is that managers who focus on helping residents with recovery tend to meet with them individually rather than consider ways to increase peer support and strengthen the recovery environment in the house,

Descriptions of the history and evolution of social model recovery and their origins in California SLHs are chronicled in several publications (e.g., Mericle et al., under reviews Polcin, 2001; Wittman & Polcin, 2014). The earliest versions of SLHs began in Los Angeles in the late 1940’s in response to housing needs among persons attending AA. Known as “twelve step” houses, they implemented a very basic version of social model recovery that required alcohol and drug abstinence, attendance at AA meetings, payment of rent, and participation in upkeep of the house, In the 1970’s publications began describing the characteristics of SLHs and used the term “social model” to describe their recovery approach (Wittman & Polcin, 2014), By 1990 more publications addressed social model recovery and they expanded the theoretical conceptualization and implications for practice (e.g, Shaw & Borkman, 1990). ‘The overarching shift was to view addiction and recovery from an ecological systems perspective (e.g., Bronfenbrenner, 1979) as interactive processes between individuals and their environments. Another way to understand the shift was articulated by Borkman (2008) in her work on self-help groups: “You alone can do it, but you can’t do it alone.” ‘This characterization acknowledges the personal responsibility for recovery as well as the importance of mutual aid (ie, interdependence with others). Implications for SLH service providers included a stronger focus on building recovery environments that generated peer support, experiential learning, resident empowerment, and commitment to supporting others in the household.

Identifying social model services

By the late 1990’s there was increased clarity about what was meant by social model in California. However, a number of questions remained. Although most SLHs and many other types of recovery homes self-identified as using a social model approach to recovery, it was often unclear to what extent they implemented a range of social

ALCOHOLISM TREATMENT QUARTERLY ©) 175

model principles, For example, if a program mandated 12-step attendance and encour- aged peer support, was that sufficient to be considered a social model program? If these characteristics were part of the operations of a residence but there was also a strong emphasis on clinical and medical services, should that be considered a social model program? Could a program be considered social model if there were no mechanisms in place for resident input in management decisions even if other social model character- istics were evident? To what extent was it possible to integrate some aspects of social model but not others?

A crucial step toward informing these questions was the development of the Social Model Philosophy Scale (SMPS) by Kaskutas et al. (1998), which has versions for both residential and nonresidential programs. ‘The SMPS consists of six subscales that measure distinct aspects of social model: the physical environment, staff roles, authority base, view of substance abuse problems, governance, and community orientation, Data are collected from in-person interviews with program directors or residence managers.

‘One purpose of the SMPS is to provide an overall cutoff score that indicates whether a program meets criteria to be described as a true social model program. Another purpose is to use subscale scores to show areas of strength and weakness in the implementation of social model. Research has shown that some aspects of social model are more prevalent than others. For example, Mericle et al, (2014) studied recovery residences in Philadelphia and found wide variation of subscale scores. Most recovery home service providers rated their homes high on recovery philosophy but low on peer governance. Thus, subscale scores provide a way to assess different aspects of social model so recovery residences can more strategically address social model aspects that are limited.

Classifying types of recovery homes

Social model recovery principles are used to varying degrees in diverse types of recovery programs (Borkman et al., 2007), but their use might be most widespread in peer operated recovery residences. An increasing number of recovery residences are members of the National Alliance of Recovery Residences (NARR), which provides advocacy, support, training, and standards for recovery homes across the U.S, NARR’s four levels of housing range from those that are peer run (Level I) to those that are clinically focused (Level IV). NARR and its state affiliates (e.g, the Sober Living Network in California) promote using social model recovery in all four levels of recovery residences (National Association of Recovery Residences, 2012). However, SLHs (Level Ils) are the most explicit in using social model recovery as a guiding influence for their operations (Wittman & Polcin, 2014). In addition, social model recovery has been studied extensively in these types of residences, For these reasons, we focus our discussion herein primarily on social model issues in SLs although many of the issues and dynamics discussed may also apply to other types or levels of recovery residences. Although Oxford Houses operationalize many aspects of social model recovery, they self-identify as separate from social model. Being part of the larger Oxford House organization is viewed as an essential component of the recovery approach. For an analysis of the relative advantages and disadvantages of leadership in SLHs and Oxford Houses see, Polcin et al. (2020b).

176 © bt. PoueweraL

Sober living house outcomes

Early studies of programs using a social model approach found outcomes were similar to clinically based programs but often less expensive (Borkman et al., 1998). Currently, social model recovery is largely centered in residential recovery homes and most extensively evident in SLHs, Favorable outcomes for SLH residents of have been found in several studies. For example, Polcin et al. (2010a), (2010b) examined a broad range of residents (N = 300) entering 20 SLU. Significant, sustained improvements were found at 18-month follow-up for abstinence, frequency of substance use, arrests, mental health, and employ- ment. Improvements were noted across a broad range of residents and two characteristics of social model recovery were associated with better outcome: involvement in 12-step pro- grams and substance use characteristics of residents’ social networks. Although residents made improvements on psychiatric severity, higher severity was associated with worse alcohol and drug outcome (Polcin & Korcha, 2017).

‘A separate study examining outcomes for SLH residents (N = 330) who had current involvement in the criminal justice system found higher severity of problems at entry into the house but similar improvements over 12 months (Polcin et al., 2018). Higher levels of recovery capital were associated with better outcomes and an add-on motivational inter~ viewing case management (MICM) intervention was effective in providing additional benefit for higher functioning residents (Witbrodt et al., 2019).

Purpose

‘The current paper has paper has three aims:

To provide an update of recent research showing the effects of SLH social environ- ments, architectural characteristics, and neighborhoods on resident outcomes. New mea- sures that assess the social and physical environments in houses are described.
A second aim considers how SLH managers and others can use recent findings to improve services, Important questions include: How should recent research findings affect the way SLH managers think about and perform their roles? What changes and modifica- tions should SLH providers make in response to the new research? What additional research would be helpful to house managers? To what extent should providers of other types of recovery homes consider implementing social model-based changes informed by recent research on SLHs?
A final aim is to discuss strategies for disseminating information about social model recovery to various stakeholders, We support recovery home organizations such as NARR and its state Affiliates mandating certification and ongoing training for SLH managers and staff in other types of recovery residences.

Measuring the recovery environment

Recent studies of social model recovery have gone beyond previous studies that described outcomes and identified individual predictors, such as resident involvement in 12-step groups, characteristics of their social networks, and level of psychiatric severity (Polcin et al, 2010a, 2010b). Using the newly developed measures described below, we are moving more toward identifying house characteristics associated with outcomes, such as the

ALcOHOUSM TREATMENT QUARTERLY © 17

strength of social model recovery in residences (Polein, 2001) and architectural character- istics of the physical setting that could influence recovery (Polcin et al., 2023).

Recent studies have also begun to assess the influence of the neighborhoods where SLHs are located (Mahoney et al., 2023; Subbaraman et al, under review), Examples of neighbor- hood characteristics being studied include resident perceptions about crime, community cohesion in the neighborhood, and availability of services (eg, public transportation) Additional factors include more objective measures, such as economic status of the neigh- borhood, the proximity and density of mental health and substance use services as well as destructive influences (e.g, alcohol outlets). ‘The following sections briefly overview of house and neighborhood factors and considerations for using these findings to improve outcomes,

Recovery home environment scale

‘The Recovery Home Environment Scale (RHES; Polcin et al., 2021a) is a new measure that assesses the frequency of social model activities among recovery home residents, Although the measure is useful in a variety of recovery home settings, it was developed and assessed using SLH residents. Hight items assess resident perceptions about activities in the house that are relevant to social model recovery, including social support for recovery, integration of 12-step work into daily house interactions, general and recovery oriented helping among residents, perceptions about the effectiveness of house meetings, and the degree to which residents have input into house operations, . Each item is rated on a 5-point Likert-type scale ranging from “not at all” to “a lot.” The scale’s psychometric properties were found to be strong, including measures of factor structure, reliability, construct validity, and pre~ dictive validity. Importantly, higher levels of social model in the houses were associated with significantly better outcomes, including longer retention in the house (Mahoney et al., 2021), higher levels of recovery capital (Polcin et al., 2020), and less substance use (Polcin et al., 20214),

Recovery home architecture scale

Important aspects of recovery houses that have been largely overlooked include character- istics of the physical environment in the home. To address this shortcoming, a recent study (Polcin et al., 2023) used a sample of 41 SLHs to develop a measure of architecture, the Recovery Home Architecture Scale (RHAS). The RHAS assesses the overall architecture quality in the homes and operations related to health and safety, Data are collected using observations of the home and property and are supplemented by interviews with house managers. Using the scale, the authors assessed whether physical setting characteristics of the houses were associated with outcomes, Related to that was the question of how SLHs could use mobilize architecture and maintenance procedures to improve recovery.

‘The RHAS consists of six subscales measuring various aspects of architecture: house maintenance, safety and security, sociability, personal and residence identity, furnishings, and outdoor areas. A copy of the instrument is available from the first author upon request. Psychometric properties included adequate levels of reliability, factor structure, and con- struct validity (Polcin et al., 2023), At 12-month follow-up, higher scores on the sociability subscale were associated with lower psychiatric severity (Subbaraman et al., under review).

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However, other subscales were not associated with psychiatric severity and none of the subscales were associated substance use, The overall scores consistently indicated a high level of good architecture and the limited variability of the subscale scores may have made it difficult to find associations with outcomes, It might be necessary to recruit houses with more varied levels of architecture to establish significant relationships

Using the RHES to enhance the social model recovery environment

Most items on the RHES have clear implications for how house managers can improve social model dynamics in recovery homes, For example, if RHES items addressing involve- ment in 12-step or other mutual support recovery groups are low, recovery homes might improve those scores using several strategies including requiring attendance at a minimum number of meetings per week, offering on-site meetings at the house with or without community members attending, encouraging groups of residents to attending meetings together, and discussing ways to use 12-step recovery principles to address conflicts among residents and manage personal crises. To address low scores on social interaction and peer support, houses could structure regular social and recreational outings for residents. Most important is creating a supportive social climate where senior peers who have been in the residence longer engage new residents in formal and informal house activities. Senior peers also need to role model peer support, including relationship skills and development of supportive social networks. ‘The overall goal is creating household norms of inclusion and engagement also known as belonging or community (Parker, 2018; Porath, 2022),

‘Additional activities assessed on the RHIES provide guidance about other ways residents can enhance social model dynamics, particularly a sense of commitment and empower- ment. Examples include active engagement in giving and receiving general and recovery- oriented help, facilitating welcoming activities, participating in phase transitions and good- bye rituals that validate each individual’s contributions to the community, and providing input into discussion of house issues during house meetings. Though not directly addressed on the RHES, sharing personal experiences about the successes and challenges of working a recovery program in the residence is an additional way to help other residents and facilitate one’s own recovery.

Using the RHAS to enhance the physical setting

Because the RHAS is a new measure and data linking architectural characteristics to outcomes have been limited to improved psychiatric severity (Subbaraman et al, under review), most of the considerations described below are based on observations of high- quality homes shown to have good alcohol and drug outcomes (Wittman et al., 2014), The contents of the subscales have clear implications for house operations. For example, houses are likely to score higher on the RAS to the extent that house managers have systems in place to arrange for repairs (maintenance subscale), secure the house and bedrooms during night hours, and monitor the quality of furnishings (safety subscale).

Provision of some characteristics of good architecture are best implemented when selecting sites for new SLHs. For example, service providers should select houses with good socio-petal designs that facilitate social interaction. Selection of houses that include green outdoor areas can provide additional space for informal social interaction, recreation,

ALCOHOLISM TREATMENT QUARTERLY @)_ 179

flower and/or vegetable gardening and outdoor meals, Efficient operation of SLHs requires finding sites that contain rooms large enough for the entire house to meet, Designs that could facilitate social isolation should be avoided, Other site selection issues could include finding spatial designs where entrees are transparent so that visitors, potential contraband, and compliance with curfews can be monitored.

Facilitating interaction of architecture and the social environment

Some of the architectural considerations discussed above can be implemented in ways that might facilitate social interaction and peer support, both of which are essential features of building a social model recovery environment (Polcin et al., 2023), House managers can play important roles in making architecture work not only for smooth functioning of the household, but also the quality of the social model recovery environment. For example, house managers can enhance the social and physical characteristics of the houses by mobilizing resident involvement in activities such as cooking, cleaning, simple repairs, and upkeep of outdoor areas, It is important that the manager and senior peers articulate that these activities are essential to operating a functional household, but they are also integral to building a strong recovery community. When residents follow through with tasks, fulfil responsibilities, and receive appreciation for their efforts, there is an increased sense of connection to the resident community and commitment to their peers.

It is also important for managers to consider whether they are using spaces that can accommodate the entire household to maximum benefit. House meetings involving all residents are essential to discuss updates of house operations, administrative issues, resident accomplishments, and social activities. However, house meetings also present opportunities for house managers to enhance social model dynamics by encouraging resident input into decisions affecting the household, In addition, senior residents can be engaged in articulat- ing how issues discussed in house meetings are related to recovery and building a strong recovery environment in the house. Other uses of large spaces that can enhance the social model environment include calling impromptu house meetings to process important issues such as relapse, major rule violations, or unplanned leaving from the house. Some houses use large spaces in the house to offer open 12-step meetings to the surrounding community. Houses also use outdoor areas for social events or barbeques that are open to the surround- ing community. From this perspective, facilitating social model environments goes beyond a focus within the household to include the interactive community context emphasized by Kaskutas et al, (1998). For a description of ways that house managers can facilitate social model dynamics in recovery homes and between the home and surrounding community see, Polcin et al. (2014).

Social model recovery across the spectrum of recovery homes

Because the aforementioned studies were conducted only in SLHs, there is a need to study social model dynamics in other types of recovery houses. For example, in houses that offer on-site recovery support and clinical services (NARR Levels III and IV) the effects of social model could be independent of services, or they could interact with services in ways that facilitate or hinder recovery. In addition, the types of services offered and how they are delivered might be important as well.

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Recovery homes that offer clinical services are typically governed in a more hierarchical manner where professional staff are in positions of power. This raises a concern that residents might {ecl less empowered, less committed to the houschold, and less likely to provide input into house operations and decisions. These and other characteristics of levels IL and IV houses suggest it may be more challenging to implement social model recovery in these settings. However, researchers and service providers (¢.g., Polcin et al., 2014) have described a variety of social model strategies that may be applicable to all levels of recovery homes. Drawing on their personal experiences operating houses, conceptual considerations describing social model theory, and existing studies, the authors articulated ways of under- standing the challenges residents faced and potential solutions from a social model perspective,

Whether the leadership in a recovery residence is a house manager, treatment profes- sional, or peer leader, problems and issues can be conceptualized from a household or program perspective more consistent with social model recovery than one focused primar- ily on individuals, When addressing problems from a social model perspective, residents, staff, and the residence leadership jointly consider questions that lead toward mobilization and enhancement of the social model environment. Examples include, how does the recovery environment in our houschold exacerbate or minimize the problem? Who among us has experienced this issue and what did we find helpful? What was counter- productive? What do the current residents experiencing the problem find helpful in terms of peer support? Emotional support? Practical help? Are there ways we should modify our household to be more responsive to this issue and improve our health and safety?

‘We suggest engaging the issues and questions posed above into ongoing management of recovery homes represents new advances for the application of social model recovery across different levels of recovery homes. As social model moves forward, it will not be enough to require attendance at mutual help groups and compliance with house rules. Residents and providers will be challenged to use a more active approach that strategically facilitates social model recovery.

Broader context: Neighborhoods and Recovery Oriented Systems of Care (ROSC)

There is a growing recognition among recovery homes and other substance abuse service providers that recovery is best understood within a broad context that considers “Recovery Oriented Systems of Care” (ROSC; Kaplan, 2008). The idea is that persons with substance use disorders often have multiple problems and can receive help from diverse types of peer and professional resources in the community, For example, recent studies of SLHs (eg., Mehoney et al., 2023; Subbaraman et al., under review) showed neighborhood factors associated with favorable substance use outcomes included a higher density of substance abuse and mental health services near SLHs as well as density of 12-step groups, such as Alcoholics Anonymous.

These findings align well with other studies showing individuals more involved in AA (Polcin et al., 2010a) and less afflicted by psychiatric symptoms (Polcin & Korcha, 2017) have better outcomes. An additional analysis looked at neighborhood correlates of recovery capital among residents and found resident perceptions of neighborhood cohesion, crime, and access to transportation were associated with higher recovery capital

ALCOHOLISM TREATMENT QUARTERLY @_ 181

It is important to note that social model strategies can be used to encourage the use of social model principles to enhance the use of local services. For example, Polcin et al. (2015) described how SLH residents with psychiatric disorders can provide support to one another in terms of managing symptoms and providing information about local mental health services. In addition to sharing practical information about where services are located and how to access them, they can also share personal experiences (i.e., experiential learning) that might help residents be better prepared for what to expect.

ROSC can also include community-based resources that can help residents find work, permanent housing, social support, medical services, and legal help. In this scenario, the scope of the social model lens zooms out to include a much broader and more diverse view. For additional examples of ways that managers can mobilize good relations with the surrounding community see, Polcin et al, (2014).

Considerations for training

Although social model is the essence of recovery in SLHs, many SLH providers have only a rudimentary understanding about its history and evolution. Too often recovery residences at all levels implement a limited version of social model that simply requires a goal of abstinence, attendance at peer mutual support groups, and participation in house main- tenance activities, such as cleaning and cooking, These and other social model activities need to be better understood in terms of their relevance to the social model recovery environment and the recovery process.

We suggest knowing how, where, and why social model originated and the conceptual framework of some of the early proponents can help current SLH providers implement social model more broadly and creatively. In addition, we posit this understanding is necessary to help guide social model into the fature in a manner that is informed by its origins and evolution over time. It is also necessary to understanding the extent to which social model is operating in other types of recovery homes beyond SLHs and how some modifications might be needed in some settings.

‘Training in social model recovery needs to be offered on a regular basis. NARK facilitates Recovery Residence Provider Learning Communities on a monthly basis. Activities include didactic presentations as well as shared learning, ‘The importance of understanding social model dynamics is evident in in NARR’s requirement that houses demonstrate the incor- poration of social model principles into their operations, ‘fo succeed in fulfilling this requirement, service providers need trainings on social model characteristics described by Borkman et al, (1998), p. 1) an emphasis on social and interpersonal connections as the foundation of sustainable recovery, 2) the value of experiential knowledge, 3) peer-to-peer, mutual aid and other recovery supportive environments in which wellbeing is the common bond, 4) active work in an individualized recovery program, and 5) an emphasis on peer-to- peer relationships that enhance recovery/wellness objectives.

‘The content of trainings should include coverage of recent advances in social model theory, practice, and research, In addition to didactic presentations, we suggest recovery home organizations develop interactive learning activities (e.g., learning communities or collaboratives) where house managers visit other houses and learn through shared experi- ences and observations of different homes. Experiential learning is fundamental to social model recovery, yet didactic presentations are often prioritized.

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Guidelines for experiential learning among house managers could be developed to help focus these interactive activities on implementation of essential elements of I social model recovery in house activities, implementation of new developments in the field, and specific issues faced by individual houses. In addition, experiential learning could expand beyond service providers to include invitations for interactions with other stakeholders, such as other service providers (mental health, medical, legal, and job training), neighbors, and local government,

Competing demands

SLH service providers often face a host of challenges that need to be addressed if they are to survive, These include NIMBY (Not in My Back Yard) forces that resist expansion of SLH services and pressure existing houses to leave the neighborhood or reduce the number of residents, Related problems include zoning restrictions and financial pressures. In addition, many SLH managers have jobs in addition to their roles managing the houses. All of this can leave limited time for training in social model recovery or attention to building the social model environment in the house.

‘When manager do seek out training or informational sessions they are often on issues with direct relevance to their survival, such as legal and financial issues. In a recent paper Polcin et al. (2020) assessed the types of training received among 35 SLH managers. ‘The results were concerning, About two-thirds indicated they did not receive any training relevant to their house manager role over the past year. Those who did attend some type training most often reported training focused on legal and administrative issues. ‘Training on social model recovery was reported to be rare, Not surprising, many house managers saw their roles as primarily administrative (e.g., enforce house rules, conduct intake interviews, make sure the rent and bills are paid, and arrange for needed repairs). Some managers reported spending significant amounts of time interacting with residents, (supporting their recovery, helping residents manage crises, resolving conflicts, etc.). However, these inter- actions appeared to be manager interactions with individuals, rather than manager led discussions with all the residents in the household, which would be more consistent with the social model approach to recovery which emphasizes peer support and experiential learning among residents.

‘There was strong support for some aspects of the social model approach to recovery among managers (e.g, abstinence, 12-step involvement, and peer support among resi- dents), But there were few examples of how house managers facilitated social model

principles in the houses, beyond requiring abstinence and sending residents to 12-step meetings.

‘The limited ways managers thought about social model recovery in their homes is an important finding particularly considering the research on the RHES showing that the strength of social model in recovery homes is associated with outcome. As social model research moves forward, we believe the focus will be on identifying variables that enhance social model and its effects on outcome, However, to improve recovery outcomes, SLH providers will need to be exposed to this research and find ways to integrate it into the operations of their homes. To the extent the homes are focused on surviving NIMBY and financial viability, new developments will be difficult to integrate.

ALCOHOLISM TREATMENT QUARTERLY ©) 183

Conclusion

Social model recovery in SLHs continues to emphasize original, core social model principles such as shared alcohol- and illicit drug-free living environments, a goal of abstinence, peer support, and involvement in mutual help groups. Over the last decade studies of SLHs have shown residents make significant improvements in terms of reducing or eliminating substance use, arrests, psychiatric problems, and unemployment. Studies of SLHs have also shown core social model principles, such as involvement in 12-step groups and social networks that support abstinence are associated outcome. However, as social model moves forward, we are beginning to understand social model environments from a more nuanced and complex perspective.

Recent studies have created new measures (ie, the RHES and RHAS) designed to assess characteristics of social and physical environments of SLHs and their relationships with ‘outcomes. While this work has only recently begun, it represents a shift in focus that may help service providers better understand the social model environment and maximize the most crucial elements, However, for these types of studies to have an impact, the effective dissemination of information to providers and other stakeholders is required. The current paper provides considerations for dissemination of new study findings and highlights the critical importance of experiential sharing of new knowledge among house managers and residents, Sharing experiences of implementing new research findings in SLEis will be vital to advancing the field,

‘The current paper focused on social model recovery in SLHs because these houses are the most explicit in their adoption of the social model approach to recovery. However, integration of social model principles exists to varying degrees across all four levels described by National Association of Recovery Residences (2018).

Generic strategies purported to enhance sacial model dynamics in houses across all four NARR levels have been described by Polcin etal. (2014). However, most current suggestions are based on provider experiences and conceptual considerations. While these are essential, studies that link characteristics of social model recovery (e.g, the RHES and RHAS) to outcomes in different types of recovery residences are needed.

As social model research and theory moves forward, it will be important to consider the mechanisms of how it promotes recovery at different time points. While individuals still reside in SLHs, the daily encounters and connections they have with other residents, the support, and the giving and receiving of help within the household may be paramount. However, research suggests most residents sustain their improvements after they leave the house (Polcin et al., 2010a). Understanding this transition could further strengthen long term outcomes.

It seems probable that part of what successful residents do when they leave SLHs is to reestablish aspects of social model in their post recovery home life. They attend 12-step or other types of mutual support meetings, seek out alcohol- and illicit drug-free living environments, and build prosocial networks that support recovery. ‘They may also carry aspects of social model into their post-residence lives that are less obvious but equally impactful. Examples include internal recovery capital assets that residents acquired during their time in the SLH, such as self-confidence, self-efficacy, empowerment, spirituality, citizenship, and purpose in life. From this perspective, social model influences move beyond the boundaries of the residence and benefit previous residents and their communities.

14 © 0.1. POLCIN ETAL

Examining these transitions and how they play out for different residents and their com- munities represents critically important new directions for social model research.

isclosure statement

No potential conflict of interest was reported by the authors.

Funding

‘This article was supported by the National Institute on Drug Abuse (Grant Number DA042938) and the National Institute on Alcohol Abuse and Alcoholism (Grant Number AA028252). The funding organizations had no role in the design and conduct of the study; collection, management, analysis, and interpretation of the data; preparation, review, or approval of the manuscript; and decision to submit the manuscript for publication,

ORCID

Douglas L. Polcin. http://orcid.org/0000-0002-6518-8628 Amy A. Mericle http://orcid.org/0000-0002-5615-0310

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COMMONWEALTH of VIRGINIA Department of Criminal Justice Services “Tne Honorable Jackson H. Milor

Washington Building Director ‘1100 Bank Street

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Lonzo Lester County Administrator

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RE: 507934-FY24 SRO: SRO Incentive Grant Program —

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DCIS Grant Number: Indirect Cost Rate: % — *If applicable Federal Funds: State Special Funds: $170,454 ‘Local Match: ‘$51,756 Vv Total Budget: $222,210 Project Director Project Administrator Finance Officer Steven Dye Lonzo Lester Alicia McGlothlin Sheriff County Administrator ‘Treasurer 79 Rogers Avenue 137 Highlands Drive Suite A 137 Highlands Drive Lebanon, Virginia 24266 Lebanon, Virginia 24266 Lebanon, Virginia 24266

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Community Setting’: Rural Inthis space, provide a short description ofthe projec.

Brief Project Overview":

Russell County Sheriff’s Office is requesting continued funding for three (3) SRO positions at three (3) separate schools, one (1) at Russell County Career and Technology Center, one (1) at Belfast Elementary School, and one (1) at Swords Creek Elementary School. During the 2023/2024 ‘school year, a fowof the many tasks that SRO’s will continue to perform include patroling schoo! grounds, interacting with students/parents, and serving as an informal role models. To monitor school campuses for potential problems or endangerment risk to the students. To assist in the teaching and to be an appropriate mentor and role model on the physical, mental, and social effects of narcotics, alcohol, tobacco, and vaping, to ‘combat these issues.

Project Director Name: Pref Stoen Lb Dye Sut FirstName Mddle Namo Last Name Title’: ‘Shei ‘Addrosst: 79 Rogers Ave ‘Address Line 2

2011

Lebanon Virginia 24266. +4 iy Stale Zp Code

Phone Number*: 276-889-8083

Fax Number: 276-889-8208

Email Address: [email protected] Is the maling address the samo as the physical acess?

Mailing Addross?: Yes

Mailing Addross:

Aesross Line 2 iy Virginia Stato Zp Code Project Administrator Name: Protx Lonzo MddleName Lester Sufix FirstName LastName Title: County Administrator Addross?: 187 Highlands Dr. Suite A ‘Addross Lino 2 Lebanon Viginia 24266 +4 Gly State Zp Code Phone Number’: 276-889-8000 Fax Number: 276-889-8011 Emall Address: [email protected] Is the mailing address the same.as the physical address? Mailing Address": No Mailing Address: P.O, Box 1208

Adress Line2

LLebenon Virginia 24268 +4 ly State ZipCode

Finance Officer Name: PrefcAlicla Male Name MeGiothin Sufix FirstName LastName Title’: Treasurer Address’: 187 Highlands Dr. ‘Adress Line 2 ‘Lebanon Virginia 24266 +4 Gly Stale ZipCode Phone Number: 276-889-8028 Fax Numbor: 276-889-8070 Email Address": [email protected] 's the malling address the samo as tho physical address? Mailing Addresst: No Mailing Address: P.O. Box 121

adress Line 2

LLebenon Viginia 24268 +4 Gly Slate ZipCode

30h tt

Budget

Budget BxigotCategorios Federal Siato Special ‘ash atch Tina atch “Total Program sonnel s00q $0: 3170.56.49 S5ATERAK $00 $222,208 slant s0.0q $0 $0.0 $04 $0.0 $0.0 fiat $0.09 $0: 500 80 $0.0 $0.0 usistence $0.0) $0i $0.0 $04 $04 $0.0 Equipment Sood] $00 30.0 $04 $0.0 [Suppies/otner so] $0i 00 $04 30. $0.0 [ndirect Cost so.oq $0. $04 $00 90. $0.0 Total so0q $0.0 ‘s17O.A5644 SEATS $0.0 $222,208 Match Percentage Match Percentage: 23.29% Funds From Other Sources Source ‘Anount [ No ala for Tal Priority Areas ‘SRO Program information Howmany SROs arein the agena/s program? ‘Number of SROs": 9.00 How many fe SROs In your program are curently funded byDCLS grants? DCIS Funded: 3.00 Is this application forthe continuation ofa grant funded SRO position(s) whose 4-year grantcle ended? Continuation Funding’: No ‘School Information ‘Sched Name “Type of School ‘Gade ovals ‘umber of assigned SROs [Lebanon Figh Schoot Fich 12 100 [Cobanon Elementary School FElomentary =A 7.00 baron Primary School [Elementary Prat 7100. stlewood ElementarySchool [Eleminaddlo <7 100 IHonaker Elementary School [Elomnadcio fre-7 1.00 {Honaker High School igh 12 4.90 {swords Crook Elomontary [Hemontary frok-7 7.00 [otfast Elementary [Elementary Prok-5 “100 [Russa County Carer & Technology Coner igh 12 "100 DCJS Funded SRO{s) FirstName Cast Name ‘Geant Number jesse olds 7768 louis iser 769 [Costa ley 769 Project Targets Law Enforcement Activities

4oftt

‘Gime Prevention Type

“Target number of tines performed

joo safelfsocurlyassossmont

[Poply GPTED principlos

[Review of school poliies/procedures

student emo proventon project

isis planningmanagement

I patrolsecurly checks

[oats

[Tate contolpick upkiop off monitoring

Law Related Educator

‘Ruxionce Typo

[Budents

syst

arenisToommuny members

Informal Mentor

ety

‘Target: number of nes performed

jassroom vss (engaging in classroom aces not including instruction)

[Tutoring

[Reading to students

[Home visits

Ivbal delivery

[SudentSROTunch programs

cefschool sponsored dubsfacilosigroups

ie sponsored aihietc actives

et & grt with students,

in school career far

informal counselingiguldance

er mentoring aces notisied above (grantfunded)

Personnel and Employee Fringe Benefits

Requested Is isnot requested, please indcatethathore and then mark this form as complete. Is Personnel being requested?: Yes

Personnel

Sot

Date of Total of pos ‘Aocual Grant: certification Salary Funded inthe Total Total (grant-Total Salary Hours category of Assigned Hours Por Hours funded plus Amount Percent (hows EmployeePosition law School Type of Weekiif Per other Requested being per New Federal State Special Name Tie _enforcementName School _Positionappilcabl) Year _sources)onthe Grantrequested year) Position? FumdsFimds Finds fons JSnoor [osw1t9e2 Russel igh Full | 40 [200] $44,940.00 $9447347 7671% | 1696] No ] $00qS00q S34a73.47)510 Iker fReso nly jime cor foareer& [Technolog center roy 7 | 0572072020 Beast [Elementanfral | 40 | 2060) Saa,o%0.0q Soaaraar| 7EzI% | 1596 | No | $00 8000 S34A7aATIETO Frets Resour leementa fime joer ool (Gnatar fSanoot [0472872004 Swords [Eiementanfrul | 40 [2080] 4494000 $3473.47 TA71% | 1698 | No | ¢00qS00q| Sa4a7aa7;510 fSanioy Roscured reek fime joer letementas oo! “720 [eaao|sraqaz0.00)105 42024 “708 $0.0q $0.008103,420.41854 Employee Fringe Benofits Requested Employoe Binploy. Fringott Other, te Fry Eimployoo Group HeathWorkers? BonefitsPleaso Federal Stato Special Cash Kind Benofi Name GARetrement Life insurance __CompUnemployment DisabltyOther _TotalDescribe FundsFinds Funds MatchMatch Tol his 83,213.00 $6,325.00s226.00818,51254 S134, ‘Sood $717.31]$0.00829,129.4: $0.00] $0.00622,345.34 $6,784.29 $0.00829,1294 Iker [fesse (8321900 Sos25OqR22GO0STOSI25A S194 So0q S7i7-arfso0dg9. 120.4 $000 50. 00fi22,345.34 $6,704.24 80.00820,1201 Frctas nalal 321909 SBS2 OdSIEAIRIODIZA S194 00g $717 fs0.09820.120.4 $0.00] 80.00152,345.34 $6,784.24 60.00520,120% [stanley 9,630.0q¢16.975.ons6e0.40855.557.5q $404] Souas2ist algo oder 300.2 ‘so.09| 0.00867, 036.026%20,352.67 80. 0dg67 308

Position and Justification

eo tt

‘Description of Position

Justification for Position

fons Kkser

JIhis School Resource Offcer (SRO) wil be assigned to Russell, unty Career & Technology Center (RCCTC) located at 304 {career Tech Drin the town of Lebanon. The main abjectne ofthe [SRO wil bo 1 promote school safolyand reduce jerile jolence. The SROwill share knowledge and resources educating [students facil, and parents about the value of community fentad justice and address concoms of}wenile violence, Some tho ob responsibilies indude patting school grounds and schoo halls wihin the two (2)bullings that make up RECTC for lenal problems or endangermentiiks fo the students. The ill respond to request for assistance from school «inition, monitor student parking rea and bus loading and inloaing areas. To develop and maintain a posite rapport with choo administration, counselors, teachers and students. To ssistand be a mentorin te teaching ofthe physical, mental and odal effets ofnarootes, alcohol, obacen, and vaping,

[Ine Russoll County Career & Technology Canter (RCCTO) hos Uree hundred siytwo 162) studonis grados 8 - 12 and tity nino (29) faclly embers, with the schoo! bringing in Students from Lebanon High School, Castewood High School, and Honaker High School ih students attending from the three (8 hol schools within Russell Countythe presence fa School Resource Officer (SRO) s essential in promoting a safe and secure teaming ivronmentfr students and staf. The SROwil have a minimum oft (2) oars of gina bbepartment of Criminal Justce Sonicas (OCS) cerifed law enforcement experience. Tho uent starting salaryfor an SRO in Russell Countyis $42,000.00, Wiha seven percent s7)payinorease passing Stale Legislature the Russell Counly Board of Supenisors along ih the Russell County School Board has approved a seven percent (147) payincrease, if wing is avalable, tat wl take effect on Jul, 2023 increasing re SROstarting payto [544,940.00. Vath hs request for addonal funding the Russell Counly Sheriffs Office and Russell County Public Schools fee! an urgentneed to enhance and enlarge Russell int SRODiMsion. FEDERAL FUNDS WLL NOT BE USED TO REPLACE STATE OR LOCAL FUNDS THAT WOULD, IN THE ABSENCE OF SUCH FEDERAL AD, BE MADE FOR JENFORCENENT AND CRIMINAL JUSTICE.

Fields

|The School Resource Oricar (SRO) will be assigned tothe Balas [Elementary Schoo! (BES) located at 646 Beast School Rin FRosexialo, BESis located ina rural area fourteen (14) miles, hineteen (19) minutes from the Russell County Sesi’s fice Headquarters. Te main objective ofthe SRO wil be to promote school safely and reducojuenile volonco. The SRO wil share Iknawedge and resources educating studens,faculy, and parents about the value of communityerented justice and

{tess concems ofthe jnenile violence, Some ofthe job kesponsibilies include paraling school grounds and schoo! halls for potential problems or endangermentrisks tothe students. The SRO wil respond to request for assistance from school administration, monitor parking area and bus loading and inlading areas. To assist and be a mentor inthe teaching ofthe hysical, mental, and social effets of nareoics, slcohel, tobacco, nd ving.

fn Belfast Elemeniary School (GES) hosts one hundred ores (VB) studs, evenicen (17) special educaon students graces PreK-S and tweniysix(2)facaly bors. Duo othe rural ocalion of BES andi stance from the Russell County Shei lrice Headquarters tho prasenoo ofa Schoe! Resource Ofcer(SRO)is essentlin romating a safe and secure leaming endronment for students and staf. The SRO wil hav rmsimum of’wo (2) ears Vigna Deparment of fiminal Justo Sonices (OCS) cri aw enforcoment experience. Tho curent staring salaryforan SROIn Russell Counts 2900.00, WA a seven percont (7 payincroase passing Sao Legislature the Russell Suny Board of Suponsors along wih te Russel CountySchodl Board has approved even percent (17) payinereas, hinds aro avalablo, that il ake eflecton duly 1, 2028 ncroasing te SRO starting payto $44,940.00, Whthis roquest for adlonal funding the russell Count Shas Offce and Russel County Public Schools foo! an urgent need to nance and enlarge Russell Cuntys SRO Dison, FEDERAL. FUNDS WLL NOTBE [USED TOREPLAGE STATE OR LOCA. FUNDS THAT WOULD, IN THE ABSENCE OF SUCH| EDERAL AD, BEIVADE FOR LAWENFORCENENT AND CRIMNAL JUSTICE.

sta lsaniey

|Ihis School Resource Oticer (SRO) wl be assigned o Swords [Creek Elementary Schoo! (SCES) located at 3867 Swords Creek iin Swords Creek. SCESis located ina rural area of Russell

unty eighteen (18) miles, twenlysix(26) minutes from Russell [County Sherfts fice Headquarters. The main objective ofthe sROwil be fo promote schoo! safetyand reduce jnerile

jolence. The SROwil share lnowedge and resources educating Istudents, facut, and parents about the value of community

ianlod justice and address concems ofthe juvenile violence.

sme of tro job responsibiies include paboling school grounds 1nd schoo halls fr potential problems or endangerment isks to {he students. The SROwill respond to request or assistance fom school administration, monitor parking area and bus loading and lunlacing areas. To assistand be a menforinthe toaching ofthe [ysical, menial, and socal effects of nerostis,alcohd, tobacco,

id vena.

|Tho Swords Grek Elementary School (SCES) hosis one hundred six(106) students grades| PreK 7nd twentysix (26) facully members. Duo to the rua location of SCES and its stance from the Russell County Sherits Ofice Headquarters the presence ofa School IResource Officer (SRO)is essential in promoting a safo and secure teaming environment forstudents and staff. The SROwill have a minimum of wo (2) years Virginia Department of

iminal Justice Senices (DCJS) certified law enforcement experience. The current stating alaryforan SRO in Russell Countyis $42,000.00. Wiha seven percont(%67) payincreaso

ssing State Legislature the Russell CounlyBoard of Super sors along with the Russoll

unly School Board has approved a seven peroent (47) payincrease, funds are

tablo, that wil take effect on July 1, 2028 increasing the SRO staring payto $44,040.00.

lh his requost for adlfonal funding the Russell County Sheriffs Ofice and Russell

unly Public Schools fool an wrgont need fo enhance and enlarge Russell Countys SRO sion. FEDERAL FUNDS WILL NOT BE USED TOREPLACE STATE OR LOCA. FUNDS. [THAT WOULD, IN THE ABSENCE OF SUCH FEDERAL AID, BE MADE FOR LAW ENFORCEMENT AND CRIMINAL JUSTICE.

Porsonnel and Employee Fringo Bonofits Totals

DCJS FUNDS

Federal Funds: $0.00 State Funds: $0.00 ‘Special Funds: $170,456.43

Tot

Match Funds

Cash Match: $51,762.46 In-Kind Match: $0.00

Personnel/Fringe Total

TOTAL: $222,208.89

Travel

Requested

Is is notroquostod, please inate hater ar then matkthis frm as comple

4s Travel being requested?*: No

Local Mileage

Timber ofiles Mileage Rate TolalLocal foage Federal Finds _SlatoFunds SpaclelFunds CachMaich TaWindWatch Local Mleage Taal [ NoDatafor Table

‘Non-Local Mileage

Taber fiios Mileage Rato Total FedovalFunds State Funds SpeclalFunds Gash Watch IniGndatch Non Local Mloage Total [ NoDataor Table

‘Mileage Description and Justification

Type Description of Mileage “Teniaton for lage

[ NoDaia or Table

Travel Totals

DCJS FUNDS

Federal Funds: $0.00

State Funds: $0.00

‘Spocial Funds: $0.00

Match Funds

Cash Match: 30.00

Inind Match: 0.00

Travel Total

TOTAL: $0.00

Subsistence/Other Travel Costs

Requested

this is notrequested, please indicate thathere and then mark his form as complete. ‘Are Subsistonce/Other Travel Costs being No requested?*:

Subsistence

Bott

‘Brert Number of People Number of Lodging Number of Per Diom Total

Match

Federal Stato Special Cash In-Kind Subsistence Tle Altonding Nights RateTotal Days RateTotal Subsistence Funds Funds Funds Match

Total

No Dala for Table

Subsistence Description and Justification

Bont Description of Costs ‘usiication Yor Costs

No Daa for Table

Other Travel Costs

‘Brent Number of People Number of Aare Airfare Total Other Travel Total Gost for Arand Federal Stale Special Cash

Tile Attending Tickets Rate Afare Costs OthorFares Funds Funds Funds Match Match,

TefGnd Other Travel Costs Total

‘No Data or Table

Other Travel Costs Description and Justification

Bent ‘Description of Other Costs ‘uslfcaton for Other Costs

No Data for Table

‘Subsistence/Other Travel Costs Totals

DCJS FUNDS

Fodoral Funds: $0.00 State Funds: $0.00 Special Funds: 90.00 Match Funds

ash Match: $0.00 In-Kind Match: $0.00

‘Subsistence/Other Travel Costs Total

TOTAL: 3000 Equipment

Requested

Wis enol requesid pleas inca hat ere and hen mark his for as eae, Is Equipment being requested: No

Equipment

Equipment GostPerltemtMonthiy Total Number ofltems/Number of ‘Total Fedaral tom ate Months Cost Funds

‘Slate Special Gash ‘nnd Equlprnont

Fimds Funds Match Match

Total

[ NoDala for Table

Equipment Description and Justification

Exuipmentitern Description of Equipment ‘ustficaton for Exuipment

[ No Data for Table

Additional Documentation

Description Fle Name we

‘Sie Upload Date

[ No fis alached

Sof tt

Equipment Totals

DCJS FUNDS

Federal Funds: $0.00 State Funds: $0.00 ‘special Funds: $0.00 Match Funds

Cash Match: $0.00 IneKind Math: 30.00 Equipment Total

ToTAL: $0.00

Supplies & Other Expenses

Roquosted

It this isnot requested, please indicate thathere and then mark tis form as complete

‘Are Supplies & Other Expenses being No

requested?

‘Supplies & Other Expenses:

Scppifiem Goce RemiNay Tota Naber of enanier Total Fedral Stato Spec Gash —nfind__ Supon & tier Fequested Fata Months ost Fido Funds Furs Watch Match expences Tell { Teal Tio 1 ‘Supply/item Requested Description and Justification

‘Supplyfitern Description of Suppiyiitem Justification for Supplyfitem:

[ No Daa to Table

‘Supplies & Other Expenses Totals

DCJS FUNDS,

Federal Funds: $0.00 Stato Funds: $0.00 ‘Special Funds: $0.00 Match Funds:

Cash Match: $0.00 In-Kind Mateh: $0.00

‘Supplies & Other Expenses Total

TOTAL: $0.00

Attachments

Attachments Required?

100f 11

‘Are additional attachments required by the Yes

‘funding opportunity?*:

Attachments

Description Fie name Type Size UploadDate [Schoo Fes ure Offoar Nomorandum of Undersianding P224SROWDUpat Leet [swe | canzr0c 159A Non-Supplantation

‘Non-Supplantation

‘licants under his grant program are required to cerfy to DCWS, thatthe funding requested in his application does not supplant or replace, in whol orin part, federal, state, orlocal funds already supporting curent program serdoes.

{cer hatte grant funds requested under this grant program will bo used o supplement e»stng funds and will not replace (supplan) funds Wat have been appropriated for the same purposes.

Certification’ Project Administrator: ono Lester FirstName LastName ‘County Administrator c2/08/2023 Tite Date Authority Certification

Authority Certification

‘Authorized Individual Lonzo Lester

FirstName LastName

County Administrator c2v08r2023 Tito Dato

Nott

AUTHORITY §22.1-280.2:3. School boards; local law enforcement agencies; memorandums of understanding.

“The school board in each school division in which the local law enforcement agency employs school resource officers, as defined in �� 9.1-101, shall enter into a memorandum of understanding with such local law enforcement agency that sets forth the powers and duties of such school resource officers, The provisions of such memorandum of understanding shall be based on the model memorandum of understanding developed by the Virginia Center for School and Campus Safety pursuant to subdivision A 12 of § 9.1-184, which may be modified by the parties in accordance with their particular needs.

Each such schoo! board and local law enforcement agency shall review and amend or affirm such memorandum at least once every two years or at any time upon the request of either party. Each school board shall ensure the current division memorandum of understanding is conspicuously published on the division website and provide notice and opportunity for public input during each ‘memorandum of understanding review period.”

PURPOSE

The [School Board/School Division (SD)] and [Police Department/Sherlff’s Office (PD/SO)] hereby enter into this Memorandum of Understanding (MOU) setting forth the respective roles and responsibilities of both parties regarding the use of school resource officers (SROs). The purpose of this MOU is to establish a mutually beneficial partnership (School-Law Enforcement Partnership (S-LEP)) that both schools and law enforcement can work within to achieve shared goals. The purpose of the S-LEP is to foster relations of mutual respect and understanding in order to build a positive and safe school environment and to facilitate effective, timely communication and coordination of efforts for both the SD and the PD/SO.

‘This MOU is intended only to outline expectations between the SD and the PD/SO, It is not intended to create contractual or equitable obligations on the part of the SD or the PD/SO toward particular students, parents, SD or PD/SO employees, or any other third parties,

‘The parties agree the vast majority of student misconduct can be best addressed through classroom and in-school strategies. The parties acknowledge that students are generally less mature and responsible than adults; they often lack the experience, perspective, and judgment to recognize and avold choices that could be detrimental to them; and they are more susceptible to outside pressures than adults.

For further details regarding the S-LEP, please see the School-Law Enforcement Partnership Guide and the S-LEP Standards and Leadership Tools available on the DCIS website,

Page 1 of 10 fev. 8/2022

GOALS

The primary goals of the S-LEP and this model MOU are to (I) promote positive and supportive school climates and (i) create and maintain safe and secure school environments.

To promote positive and supportive school climates, the SD and PD/SO will collaborate to increase law- related education, expand school safety and crime prevention efforts, reduce conflict, and support effective Interventions for students.

To create and maintain safe and secure school environments, the SD and PD/SO will collaborate to reduce and prevent crime, violence, victimization, and fear in and around schools, and minimize student involvement with the juvenile and criminal justice systems.

EVALUATION OF THE SCHOOL-LAW ENFORCEMENT PARTNERSHIP

The SD and the PD/SO should jointly develop measurable objectives of the S-LEP using school discipline, crime, and violence data, school climate survey data, and any other data deemed to be relevant, The SD and the PD/SO will review progress toward achieving such objectives at least annually and the results of the progress review will be made available to the public. For guidance related to evaluation of the S-LEP, see the S-LEP Evaluation Toolkit.

ROLES AND RESPONSIBILITIES

|. Police Department/Sheriff’s Office Responsibilities

‘The PD/SO will designate a direct point of contact between the PD/SO and the SD. The PD/SO point of contact will address any operational and administrative issues and will serve as a consultant for school safety and security issues including assessments and critical incident response planning. The PD/SO point of contact will maintain a working knowledge of school rules, regulations, and laws regarding student safety and conduct. The PD/SO point of contact will establish and maintain effective relationships with school personnel at the division and school levels.

The PD/SO will be responsible for the selection, assignment, scheduling, training, supervision, and evaluation of SROs. In their performance of law enforcement functions, the SRO will remain at all times under the control, through the chain of command, of the PD/SO. The PD/SO will ensure the SRO meets the training standards for SROs established by the Virginia Department of Criminal Justice Services (DCIS) pursuant to Virginia Code §§ 9.1-101(54) and 9.1-114.1.

‘The PD/SO will take into consideration the views of the SD and the Identified needs and conditions of the

schools when (i) developing and implementing law enforcement policles and practices that may affect schools, and (ii) selecting, assigning, scheduling, training, supervising, and evaluating SROs.

U, School Di

1n Responsibilities

‘The SD will designate a primary division-level point of contact between the SD and the PD/SO. The SD point of contact will implement the S-LEP and maintain ongoing communications with PD/SO officials.

Page 2 of 10 Rev. 8/2022

School administrators will be responsible for facilitating effective communication between the SRO and school personnel and for supporting the goals of the S-LEP.

Each school with an assigned SRO should provide work area(s) for the SRO that allow access to technologies, private interviewing of multiple persons, and locking storage space for securing physical evidence,

The SD will handle discipline within the school disciplinary process without involving SROs. The SD policies, administrative guidance, training, and ongoing oversight should clearly communicate that school personnel is responsible for school discipline and that law enforcement is not to be involved with disciplinary action, except as may be requested by the SD (e.g, if factual information gathered or observations by the SRO are relevant to a disciplinary matter), The SD Is responsible for communicating the goals and role of the SRO to all school administration, personnel, and students.

‘The SD should ensure that school administrators meet the training requirements set forth in Virginia

Code § 22.1-279.8(€}

Il, SRO Roles and Responsibilities

‘SROs should be considered active members of their assigned schools. The SRO facilitates the effective delivery of law enforcement services and assists with matters related to safety, security, and the ‘exchange of information between the SD and the PD/SO.

Unless there is a clear and imminent threat to safety, requests from school personnel for SRO or other law enforcement assistance are to be made to a school administrator, and such administrator should, If appropriate, request assistance from the SRO.

To the extent possible, SROs’ duty schedules should be organized to provide coverage throughout the school day. SROs provide a visible deterrent to crime and shall be visible patrolling the exterior and interior grounds. SROs should wear the regulation uniform of the employing PD/SO and operate a marked PD/SO vehicle while on duty unless otherwise authorized by the SRO’s supervisor.

Additionally, SROs should assist school administrators in developing school crisis, emergency management, and medical emergency response plans. SROs should work with school administrators in problem-solving to prevent crime and promote safety in the school environment. SROs are expected to collaborate with school administrators and other school personnel to support positive school climates that focus on resolving conflicts and minimizing student involvement with the juvenile and criminal Justice systems.

SROs serve multiple roles in schools. The roles are interrelated, but all are carried out with the aim to contribute to school safety and security and to promote positive and supportive school climates. The key roles of an SRO are:

Law enforcement officer As a sworn law enforcement officer, the primary role of an SRO In a school Is as a law enforcement officer. SROs assume primary responsibility for responding to requests for law enforcement assistance from school administrators and coordinating the response of other law enforcement resources to the school. SROs should work with school administrators in problem-solving to prevent crime and promote safety in the school environment. In all cases, the SRO’s role as a law enforcement officer should take precedence over any other roles performed by the SRO.

Page 3 of 10 Rov. 8/2022

Law-related educator

As resources permit, SROs should strive to assist with presentations to school personnel on law-related topics such as law enforcement practices, changes in relevant laws, crime trends, crime prevention, school safety strategies, and crisis response procedures. SROs may also deliver law-related education to students using lessons/curricula approved in advance by the SD.

Role model and informal mentor

Students often seek approval, direction, and guidance from adults in the school setting about various problems, Through formal and informal interaction with students, SROs serve as role models and Informal mentors, SROs are expected to communicate clearly to students about acceptable and unacceptable behavior, set a positive example in handling stressful situations and resolving conflicts, show respect and consideration of others, and express high expectations for student behavior. Students who may need additional assistance shall be referred to a school-based resource.

IV. School Administrator Roles and Responsibilities

Consistent with the Virginia Standards for Accrediting Public Schools in Virginia, 8 VAC 20-131-210(A), “the principal is recognized as the instructional leader and manager of the school and is responsible for {flostering the success of all students by developing, advocating, and sustaining an academically rigorous, positive, and safe school climate for all stakeholders[,]” Additionally, pursuant to 8 VAC 20- 131-260(0), the school administration should ensure that the school has written procedures “to follow emergencies such as fire, injury, illness, allergic reactions, and violent or threatening behavior” and “for responding to violent, disruptive, or illegal activities by students on school property or during a school sponsored activityl.]”

School administrators should review the MOU annually with SROs and establish school-specific operational and communications procedures to support the goals of the SLEP.

OPERATIONAL PROCEDURES

|. Differentiating Disciplinary Misconduct from Criminal Offenses

School administrators and personnel are responsible for school discipline. Although SROs are expected to be familiar with the school division code of student conduct, the rules of individual schools, and their application in day-to-day practice, SROs should not be involved with the enforcement of school rules or disciplinary infractions that are not violations of law.

Consequences of student misconduct should be effective, developmentally appropriate, and fair. Interventions and school sanctions should help students learn from their mistakes and address root causes of misconduct, School administrators should consider alternatives to suspensions and expulsions, and law enforcement officials should consider alternatives to involvement with the juvenile and criminal Justice systems for student violations of law.

U, Information Sharing

‘The release and sharing of student records is governed by the Family Educational Rights and Privacy Act

(FERPA), 20 U.S.C. § 1232g, and its implementing regulations, 34 C.F.R, Part 99, and §§ 22.1-287 and 22.1- (287.1 of the Code of Virginia. Page 4 of 10

Rev. 8/2022

When appropriate, and to the extent allowable by law, the SD should notify SROs of any special needs of a student involved in a school-based infraction that is not routine discipline in order to assist the SRO in recognizing and accommodating behaviors that may be manifestations of a student’s disability.

Consent access. An SRO or other law enforcement officer may have access to a student’s educational records with written consent of the student’s parent or legal guardian or of the student if the student is 18 years or age or older.

SRO access, For purposes of access to student records, SROs may be considered “school officials with a legitimate educational interest" in reviewing information from student educational records covered by FERPA, and may be provided student information as needed to carry out their duties related to the school environment, provided such SROs perform a function or service for which the school would otherwise use employees (e.g., maintaining the physical safety and security of the school) and comply with the use and re-disclosure requirements set forth in 34 C.ER, § 99.33, SROs may have access to (i) information on students in their assigned schools that include directory information and additional items needed to carry out their duties, such as class schedules, as approved by the school administrator, and (ii) directory information for all students in the school division (however, unless they are school officials with a legitimate educational interest, they will not have address to student addresses, telephone numbers or email addresses unless another exception applies, given § 22.1-287.1 of the Code of Virginia). While, as noted above, SROs are always under the control of the PD/SO in carrying out their law enforcement duties, the PD/SO agree that SROs will respect the confidentiality of student education records as other school officials would, and are under the control of the SD when it comes to the handling of student education records. PD/SOs understand that unless a FERPA exception applies that would permit disclosure to law enforcement by any school official (e.g, In the context of a health

or safety emergency or In response to a subpoena), SROs will not share protected student record information with the PD/SO.

Health or Safety Emergency Exception. Pursuant to 34 C.F.R. § 99.36, in the event of an articulable and significant threat to the health or safety of a student or other individuals, school officials may disclose any information from student records to appropriate parties, including law enforcement officials, whose knowledge of the information is necessary to protect the health or safety of the student or other individuals.

‘SRO disclosure of law enforcement records, SROs may disclose law enforcement records created and maintained by the SRO for the purpose of maintaining the physical security and safety of the school or the enforcement of laws. Because law enforcement records are not student records, they are not subject to the disclosure requirements of FERPA.

IL. Investigation and Questioning

SROs have the authority to question students who may have information about criminal activity. As sworn law enforcement officers, SROs have authority to stop, question, interview, and take law enforcement action without prior authorization of the school administrator or contacting parents or legal guardians. However, the investigation and questioning of students during school hours or at school events should be limited to situations where the investigation is related to suspected criminal activity related to the operation of or occurring at the school. The investigation and questioning of students for offenses not related to the operation of or occurring at the school should take place at school only when delay might result in danger to any person, destruction of evidence, or flight from the jurisdiction by the person suspected of a crime.

Page 5 of 10 Rev. 8/2022

The interviewing of students, whether as suspects, victims, or witnesses, should be conducted privately in an office setting. SROs shall take steps to ensure minimal intrusion into the educational experience of students being questioned in the school setting. Custodial interrogation of a minor must be conducted in accordance with § 16,1-247,1 of the Code of Virginia.

SROs are responsible for leading the investigation and questioning of students related to suspected violations of criminal law. SROs shall not be included in the investigation and questioning of students about student code of conduct violations that do not involve any criminal activity or risk of harm to self or others. School administrators are responsible for the investigation and questioning of students about violations of the code of conduct.

1V. Searches

All searches shall be conducted in accordance with federal and state laws and applicable SD and PD/SO policies and guidelines, including the principles embodied in this MOU.

School administrator searches. School personnel may conduct searches of a student’s property and person under their jurisdiction in accordance with guidelines developed as contemplated by Code of Virginia § 22.1-279.7, and the advice of the school’s legal counsel.

SRO searches. Any search initiated by an SRO or other law enforcement officer should be conducted in accordance with constitutional search and seizure requirements. All searches should occur outside the presence of students and school personnel, with the exception of school administrators, unless there is a clear and imminent threat to safety,

‘SROs should not become involved in administrative searches and at no time should SROs request that an administrative search be conducted for law enforcement purposes or have school personnel conduct a search as the SRO’s agent.

V. Arrests

Whenever practical, the arrest of a student or school personnel should be accomplished outside of school hours in order to not disrupt the educational process or school setting, Arrests that must occur during school hours or on school grounds should be coordinated through the school administrator to minimize potential disruption. When circumstances do not allow for prior coordination through the school administrator, arrests should be reported to the school administrator as soon as possible. In addition to any required notification of parents and legal guardians by the SRO taking a student or employee into custody, school administrators or their designees should consider notifying parents and legal guardians upon a school-based arrest of the student.

VI. Physical Restraint by School Personnel

Physical restraint refers to restricting a student’s ability to freely move his or her torso, arms, legs, or head. The term physical restraint does not include a physical escort, such as temporary touching of the atm or other body part for the purpose of inducing a student who is acting out to walk to a safe location.

Physical restraint by school personnel is used in accordance with the Regulations Governing the Use of Seclusion and Restraint in Public Elementary and Secondary Schools in Virginia (VAC20-750), and related local school board policies. Every effort should be made by school personnel to prevent the need for the use of restraint. Physical restraint should not be used except by school personnel trained in the use of physical restraint as required by the school division.

Page 6 of 10

Rev. 8/2022

‘School personnel should act to de-escalate situations that are causing, or have the potential to cause, disruptions to the schoo! environment and/or are violations of the student code of conduct where appropriate, If physical intervention is necessary, the action shall be reported promptly to the school administrator and the rationale for the action shall be fully documented.

VIL. Physical Intervention by School Resource Officers

An SRO should not be involved in the physical restraint of a student unless there is a clear and imminent threat to safety. As sworn law enforcement officers, SROs may intervene to de-escalate situations.

Physical intervention by SROs is undertaken in accordance with policies and operational procedures of the PD/SO and state law regarding physical intervention and use of force by a law enforcement officer. If an SRO is involved in the use of restraint or physical intervention, the action should be reported to the school administrator and the SRO’s supervisor and the rationale for the action should be fully documented.

‘SROs should be aware of the Regulations Governing the Use of Seclusion and Restraint in Public Elementary and Secondary Schools in Virginia (8VAC20-750) and related local school board policies and may attend training offered by the local school system on their use of seclusion and restraint by school, personnel, However, SROs should continue to operate by the policies and operational procedures of the PD/SO and state law regarding physical intervention and use of force by a law enforcement officer.

Additionally, if the SRO physically intervenes with a student, the SD and PD/SO should coordinate to ensure that reasonable effort is made to inform the parents or legal guardians of such student on the same day as the occurrence of the physical intervention.

KEY STATUTORY RESPONSIBILITIES

Crime Reporting

§ 22.1-279:3:1 of the Code of Virginia (effective 7/1/2022) requires the reporting of certain acts to school authorities; reporting of certain acts by school authorities to parents; and reporting of certain acts by school authorities to law enforcement.

A Reports shall be made to the di involving:

jon superintendent and to the principal or his designee on all incidents

Alcohol, marijuana, a controlled substance, an imitation controlled substance, or an anabolic steroid on a school bus, on school property, or at a school-sponsored activity, including the theft or attempted theft of student prescription medications;
The assault and battery that results in bodily injury of any person on a school bus, on school property, or at a school-sponsored activity;
The sexual assault, death, shooting, stabbing, cutting, or wounding of any person, abduction of any person as described in § 18,2-47, or 18,2-48, or stalking of any person as described in § 18.2- 60.3, on a school bus, on school property, or at a school-sponsored activity;

4, Any written threats against school personnel while on a school bus, on school property, or at a school-sponsored activity;

The illegal carrying of a firearm, as defined in § 22.1-277.07, onto school property;

Page 7 of 10 Rev. 8/2022

6, Any illegal conduct involving firebombs, explosive materials or devices, or hoax explosive devices, as defined In § 18,2-85, or explosive or incendiary devices, as defined in § 18,2-433.1, or chemical bombs, as described in § 18,2-87.1, on a school bus, on school property, or at a school-sponsored activity;

Any threats or false threats to bomb, as described in § 18.2-83, made against school personnel or involving school property or school buses; or

8, The arrest of any student for an incident occurring on a school bus, on school property, or at a school-sponsored activity, including the charge therefor,

B. Except as may otherwise be required by federal law, regulation, or jurisprudence, each principal:

1, Shall immediately report to the local law-enforcement agency any incident described in subdivision ‘A1 that may constitute a felony offense;

2, Shall immediately report to the local law-enforcement agency any incident described in subdivisions A 3 through 7, except that a principal is not required to but may report to the local law- enforcement agency any incident described In subdivision A 4 committed by a student who has a disability;

3, May report to the local law-enforcement agency any other incident described in subsection A that is not required to be reported pursuant to subdivision 1 or 2; and

Shall immediately report any act enumerated in subdivisions A 1 through 5 that may constitute a criminal offense to the parents of any minor student who is the specific object of such act. Further, the principal shall report whether the incident has been reported to local law enforcement pursuant to this subsection and, if the incident has been so reported, that the parents may contact local law enforcement for further Information, if they so desire,

Pursuant to §§ 16,1-260(G) and 19.2-83.1(B), law enforcement agencies and/or intake officers are required to notify the division superintendent if a student is arrested for certain offenses or subject to a petition alleging that the student committed certain offenses. Division superintendents who receive such reports are required to report the information to the principal of the school in which the student is enrolled,

As a general practice, SROs should notify the principal as soon as practical of any significant law enforcement events occurring at or in association with the school (e.g., at a school bus stop or off- campus activity, during or outside schoo! hours). No SRO or school administrator will be required to file delinquency charges in response to any such acti

ll, Threat Assessment.

Threat assessments will be conducted in accordance with local school board policies adopted as required by Virginia Code § 22.1-79.4 and, in general, consistent with model procedures and guidelines published by the DCJS Virginia Center for School and Campus Safety and other appropriate practices.

Pursuant to § 221-79.4 each division superintendent shall establish, for each school, a threat assessment team that shall Include persons with expertise In counseling, instruction, school

Page 8 of 10 Rov. 8/2022

administration, and law enforcement and (effective 7/1/2022), in the case of any school in which a school resource officer is employed, at least one such school resource officer. SROs serving as members of threat assessment teams (including as school officials with a legitimate education interest, as defined by FERPA and as discussed above) may assist in the monitoring of subject students as well as determining the need, if any, for law enforcement action.

IL, School Safety Audits

School safety audits will be conducted annually as required by Virginia Code § 22.1-279.8 to assess school safety conditions in schools. SROs, in collaboration with school administrators, will conduct school Inspection walk-throughs using a standardized checklist developed by the Center for School and Campus Safety. SROs and the PD/SO should collaborate in other school safety audit mandates set forth In Virginia Code § 22.1-279.8, including school crisis, emergency management, and medical emergency response planning and preparation, and (effective 7/1/2022) as part of each such audit, the school board shall create a detailed and accurate floor plan for each public schoo! building in the local school division or shall certify that the existing floor plan for each stich school is sufficiently detailed and accurate,

REVIEW OF MOU

Effective July 1, 2020, per an amendment te Virginia Code § 22.1-280,2:3 “school boards and local law enforcement agencies shall review and amend or affirm memorandums of understanding at least once every two years, or at any time upon the request of either party”. Further, “each school board shall ensure the current division memorandum of understanding is conspicuously published on the division website and provide notice and opportunity for public Input and discussion during each memorandum of understanding review period.”

Quarterly meetings should be conducted throughout the year between the SD point of contract and PD/SO point of contact to support successful Implementation of the partnership. This MOU remains in force until such time as either party withdraws from the agreement by delivering a written notification of such withdrawal to the other party at least 45 days prior to the date of withdrawal.

Signed:

Page 9 of 10 now. 8/2002

Appendix A

Graduated Interve

mn and Responses, Ad

nal Resources

In developing the School-Law Enforcement Partnership MOU, the School Division and Law Enforcement Agency are encouraged to develop alternative responses and educational programming for school-based misconduct in order to divert youth from unnecessary involvement with the juvenile justice systems.

In addition to the Virginia School-Law Enforcement Partnership Guide and Program Standards, the below resources may be helpful in developing your SRO program best practices,

Guiding Principles for School Resource Officer Programs (March 2022) Office of Community Oriented Policing Services, U.S, Department of Justice ittps://cops.usdoiy 2ProgramDo: Guiding Principles.pdf

NASRO School Resource Officer Program Recommendations (July 2021) National Association of School Resource Officers httosy st0.org/cli /resources/91667 NASRO Best Practices FINALpdf

SECURe - Safe, School-based Enforcement through Collaboration, Understanding and Respect Rubrics (2016)

U.S. Department of Education and U.S. Department of Justice 5 v/ Local Policy,

School Resource Officer Memorandum of Understanding: Fact Sheet (Nov. 2021) U.S. Department of Justice, COPS Office httosy df

Page 10 of 10 Rev. 8/2022

COMMONWEALTH of VIRGINIA Department of Criminal Justice Services

‘The Honorable Jackson H. Miler Washington Building Director 1100 Bank Street

Richmond, Virginia 23219 ‘Tracy Louise Winn Banks, Esq, (804) 786-4000 Chief Deputy Director swanedejs. virginia gov

“May 31, 2023

Lonzo Lester

County Administrator

137 Highlands Drive Suite A. Lebanon, Virginia 24266

RE: 507934-FY24 SRO: SRO Incentive Grant Program

Dear Lonzo Lester:

Congratulations on being a recipient of the above referenced grant program! Your DCJS grant

award number is 24-422-A and was approved for a total award of $222,208, funded through Award Number 2024-FREE-GRANT. The project period is 7/01/2023 through 06/30/2024,

In addition to the general Special Conditions, there may be grant specific Special Conditions related to your Grant Award called Encumbrances. If there are any, you are required to adhere to these conditions via the On-line Grants Management System (OGMS) at https://ogms.dcjs.virginia.gov/. If you have not previously done so, you must register in order to use this web-based system. The instructions on Registering for a New Account and Submitting Action Item Encumbrances are posted here https://www dejs virginia, along with other resources and training videos. All registrants will be approved within 3 — 5 business days.

We will be happy to assist you in any way we can to assure your project’s success. To indicate your acceptance of the award and conditions, please sign the included SOGA and return it electronically within the next 60 days to grantsmgmt@dejs. virginia. gov. If you have questions, contact, your DCJS Grant Monitor Michelle Miles at [email protected] or via email at 804- 225-1846.

Sincerely,

(Miia

Jackson Miller

1100 Bank Street, 2 5 loor

Richmond, Virginia 23219

507934-FY24 SRO: SRO Incentive Grant Program

Indirect Cost Rate: % “If applicable Federal Funds: State Special Funds; $170,456 Local Match: ‘$51,752 / Total Budget: $222,208

Project Director Project Administrator Finance Officer Steven Dye Lonzo Lester Alicia MeGlothlin Sheriff County Administrator Treasurer 79 Rogers Avenue 137 Highlands Drive Suite A 137 Highlands Lebanon, Virginia 24266 Lebanon, Virginia 24266 Lebanon, Virgi 276-889-8033 276-889-8000 276-889-8028 [email protected] [email protected] [email protected]

*Please indicate your ICR in the space provided, if applicable. As the duly authorized representative, the undersigned, having received the Statement of Grant Awards (SOGA) and reviewing the Special Conditions, hereby accepts this grant and agree to the conditions and

provisions of all other Federal and State laws and rules and regulations tin i Signature: ox. =

Auth6tizg Official (Project Administrator)

Title: BHD over LES

Date:

508434 - Russell County SRO- FY24

Application Details

Funding Opportunity:

Funding Opportunity Due Dato: Program Area:

Status:

Stago:

Initial Submit Date: lly Submitted By: Last Submit Dato: Last Submitted By:

Contact Information

Primary Contact Information

Phone®:

Fax:

Organization Information

Federal ID Number:

(Organization Name Organization Type’: ‘Unique Entity Identifier (UE): ‘SAM Validation:

SAM Expiration Dato: SAM Type:

Rosiricted Expiration Date: Organization Website:

‘507994-FY2A SRO- SRO Incentive Grant Program Mer 10, 2023 6:02 PM.

School Resource Offcers

Eating

Final Application

Mc. Anthony Bums Reynolds. Sufix

Salutation FirstName Madle Name Last Name Adriristratve Assistant

anthony reynolds @russellcountyva.us

79 Rogers Avenue

LLebenon Viginia 24266 Zp ily StateProvince Postal Code/Zip

216-889-8287 Ex Phone ‘ne

276-889-8203 Cd

546001589 Russel

County Govemment WMRHAGESMICIO Yes

202341610

For example: huh djs Vigna gov

toftt

Address:

Phone’:

Fax: Falth Based Organization*:

FIPS Code (Only Required for Local Government}:

Face Sheet

RussallDickenson Counties P.O, Box 124

Lebanon Virginia 24266 p44 City Stateroxince Postal Coderzip

(640) 889-8030 a

ee No 167-Russell

‘Select he congressional iste) that will bnefttfom the program.

‘Congressional District(s": ath Choose all hat apply.

Best Practice?: For JDP programs only.

‘Selec al ursciction(s) served: if appropiate, select"STATEWDE"

Juristiction(s) Served": RUSSELL.CO ‘Choose all that apply,

Program Title: LMS, CCES, RCAC

Click here to see ifyou are cored,

Certified Crime Prevention Community?: No

‘Type of Application": New

Chock no boxs) that bast describes the applicant senice area.

‘Community Setting’:

Rural

Inthis space, provide a short description ofthe project.

Brief Project Overview":

Russell County Sheriffs Office is requesting funding for three (3) SRO positions at three (3) separate schools, one (1) at Lebanon Middle School, ‘one (1) at Copper Creek Elementary School, and one (1) at Russell County Alternative Center. A few of the many tasks that SRO’s will perform.

include patraling school grounds, i

teracting with students/parents, and serving as informal role models. To monitor school campus for potential

problems or endangerment risk to the students. To assist in the teaching and to be an appropriate mentor and role model on the physical, montal, and social effects of narcotics, alcohol, tobacco, and vaping, to combat these issues.

Project Director

Phone Number: Fax Number: Emall Address:

ProfxSteen Lb Dye Sule FirstName Mdle Name LastName

Shei

79 Rogers Ave

‘Aedes Line 2

Lebanon Virgina 24266. +4 ly Stale Zip Code

276-889-8033 276-889-8203 [email protected]

{s the maling address the same as the physical address?

Mailing Addross’: Yes

Mailing Address: Adiross Line2 iy Viginiad

Silo ZpCode Projoct Administrator Name: PrefxLonzo MddleName Lester Sufix FirstName LastName

County Administrator

197 Highlands Dr. Suite A ‘adress Line 2

‘Lebanon Virginia 24266. 4 Gly Sila ZipCode

Phone Number*: 276-869-8000 Fax Numbor: 276-889-8011 mall Adresst: loneo [email protected] Is tho malingadkross te same as the physical address? Mailing Address: No Mailing Addross: P.O. Box 1208 ‘dross Line 2

Lebanon Virginia 24266 +4 Gly State Zip Code

Finance Officor Name: PreficAlicia Middle Name Melon Sufix First Name LastName Treasurer 487 Highlands Dr. ‘Address Line 2

Lebanon Virginia 24266 +4 Gly Stale ZipCode

276-880-8028 276-889-8070

Email Addross’: retreas@buinet

's te mailing address the same. the physical address?

Mailing Address: No

Mailing Address: P.O. Box 121 ‘Address Line 2

Lebanon Virginia 24268 +4 ciy Stale ZipCode

Budget

30m

Birkot Categories Federal Stale Spec CashiMatch inka Match TotalProgram FPersonnet s00q $0 STO ASB. SHATE2A $00 $222,208 sultant s0.0q 90 $00 S00 S00 $0 [rset so.0q 80. 90.0 $0.0 $00 $00 Susistenae $0.09. $04 30.0 $0.0 500 $0.0 EEauinment $0.09 $04 30.0 $00 500 30.0 Supplier so.0q 80. 304 $04 50.0 $0.0 Indirect Gost $0.09 $0. 301 $0 30 $0.0 Total $009 $0. SI70AS6- 351,752.48} $0.0 $222,208.85 Match Percentage Match Percentage: 23.29% Funds From Othor Sourcos Source Fmount [ NoDataiorTable Priority Areas ‘SRO Program information How many’SROs arin the agoncys program? Number of SROs": 9.00 Howmany ofthe SROs in your program are curenty funded byDGJS gras? DOS Funded": 3.00 Is this application forthe continuation ofa grant funded SRO positons) whose 4-year grant cle ended? Continuation Funding’: No ‘School information ‘Schoal tame Type of School ‘Gado Lavels Narber of assigned SROs -ebanon High School frigh 12 100 anon Elementary School [Eementany zy 100 anon Primary Soo [Eomentay PPro 100 slewood Elementary Sioa! [Elma b-7 7.00 HonakerElementarySchool remihdele Frex-7 7.00 HHonaker High School igh 12 100 rs reek Elementary mentary KT 7.00 fast Elementary mentary Prok-5 7.00 [Russell County Careor& Technology Cantor ich 12 7.00 DGS Funded SRO(s) Fisthame Tasthame Gant Number ess0 Frets 501769 [ons sor 01769 [Gnatar ey 01769 Project Targets

Law Enforcement Activities

Ao tt

‘Grime Provention Type

[School safetyeecurtyassesament

PoplyCPTED principles

[Review of school polces/procedures:

[Student cime prevention project

[Gisis planningimanagement|

[School patolsecurty checks

[oils

[Trafic conrotplek upirop off monitoring

Law Related Educator

‘uxtonce Type

“Target: number of presentations

jens

FFaculysta

Parenisicommunitymembers

Informal Montor

reny

‘Target: number of times performed

[Giassroom visits (engaging n dassroom aciides notincuding nstucon)

[Tutoring

[Reading io students

IHome visits

IMbal delivery

[StudenSRO lunch programs

Polcelschool sponsored dubs/aaiiesigroups

Poice sponsored aihietcactvties

[Meet & greet wit students

in-school career fair

olale]e|o]o}x| 6] fg]

[nformalcounselingiguidance

200

[Otter mentoring aciviiesnotlisted abow (grant funded)

Personnel and Employee Fringe Benefits

Requested

Ih is notrequested, please indicate thathere and then mark this form as complete. {Is Personnel being requested”: Yes

Personnel

Soft

Date of Tatat of pais onus Grant: certifation Salary Funded inthe Total Total (grari-Total Salary Hours category of Assigned: Hours Per Hours funded plus Amount Percent (hours EmployeePeaition kaw School Typect Week(f Per other Roquested being per New Federal State Special Name Tie enforcemertName School _Poetonappicabe) Year _sources)onthe Grarkrequested year) Postion? RandsRunds Funds fis0-1 School ] 17200002 Lebanon Fudale Fut | 40 [2080] Seago sexa7aaq| 7a71% | 1696] ves | sooqsoad seaaraa7si0 Resour Hcte Trine foricer 3001 [7802 [Sehoot | T1800002 oopper —Eementanjrat | 40 |2000| Saasa0a0d Ssaavaan| 7aTI% | 1695 | Yes | $000|s00d So4A7aa7}T0 FResou ok fine lotic [zemens 00 fiG03 choo | Frs00002 Russo emake Far | 40 [2000] Baa oto.d| Sa4a7aay TaTI% | 7506 | Ves | S000|S00q So4ATAASTO FResou iy hime fortcer Jatematve foerter 120 _ |6240|¢434,020-00105.420.4 768 $0009 $0.00§103,A20.471891 Employee Fringe Benefits Requested ‘Employee Employ Fringe!f Other, Ine Fring Employee Group —_HealthWorkers? BenefitsPlease Federal State Special Cash Kind Benefi Name _FCARatirement Life Inswance CompUnemployment DsabiliyOther TotalDescribe undsFunds Funds MatchMatch Tol fro fisztsod seazsadeeadrasized stoxed Sood $7173’/9o0dw20,1206% soo] so 0da5.4 Sa.7e42d so 0dKo9.1204 freo2 azta0d seaasadizzcadstastzad stat 0.0q, $71739)50.00529,12965 $0.01 s0.0822.945:4] $5,704.24 s0.00K79,1204 freo-s fpazra0d seaesodizosedstest2ad sia S009 $717.345000829.120 $0.00 s0.022.945.4] $0.70424 sO.OdK79.1204 9 0.0qs16 75 adseanadssnasr sq _ $404. so. 2,t61 9fso.0dgo7. 2085 $0.00] 50.0867,086.04$20,952.67$0.00$87,3001 Position and Justification Employee Name Description of Position ustication for Psion fTB0-2 fits Schoo Resource fier (SRO) willbe essignedto fhe Copper Creek ElomanarySchool(OOES) hosts grades Prk 1 wih one hundred wenWo

lUSHighvay58 in Castowood. The main objective ofthe IsROwil be to promote schoo safety and reduce juvenile ilence. The SRO will share knowledge and resources. fectucating students, faculy and parents about the value of foommunity-orented justice and adress concems of jtwenile violence. Some ofthe job responsibiliies include patroting schoo! grounds and schoo! halls for poten

ll respond to request for assistance from school ministration, monitor parking area and bus loading and |unloacing areas. To develop and maintain a positive fapport wih school administaéon, counselors, teachers, id students, To assistand be.amentorin the teaching of {ne physical, mental, and social eects of narcotics, alcohol bacco, and vaping

er Creek Elemeniary School (CCES) located at 2384

lroblems or endangermentisks tothe students. The SRO

students, twenty (20) special educaon students, and twenty four (24) faculy members. Due the rural location of CCES and ts distance rom the Russell CountySherits fice Headquarter, twelve (12) miles and olahteon (18) minutes, the presonce ofa Schoo! Resource jer (SRO) s essential n promoting a save and secure leaming envronmentfor students and a The SRO will hav ainimum of wo (2) years of Vigiia Departmentof Criminal Justo Hoes (DCJS) corifed law enforcement experience. The cuent stating salaryforan SROIn Frusseit Countyis $42,000.00. Wha seven percent (47) payinorease passing Sale Legislature 1 Russell Counly Board of Supersors along with the Russell County School Board has proved a seven percent (%7) payincrease iffunds are velable, Hat wl ake effect on Juy 1, 2023 inreasing tre SRO staring payto $44,840.00, Wih tis request for adional funding te Russel! County hers Ofice and Russell County Public Schools feel an urgent need lo entance 1nd enlarge Russell Countys SRO Division, FEDERAL FUNDS WILL NOT BE USED TOREPLACE| [STATEORLOCA. FUNDS THAT WOULD, IN THE ABSENCE OF SUCH FEDERAL AD, BE MADE For LAWENFORCENENT AVD CRIMINAL JUSTICE, i

Gof tt

[ieot

is School Resource Oficer (SRO) willbe assigned to 1non Mile School (LN) located at 63 George Ben ited Dr. inthe Tow of Lebanon, The main objective of 10 SROwil be o promote school safelyand reduce. juenile Volonce. The SRO will share knowledge and resources educating students, faculty, and parents about alue of communitgorented justice and address, noems of juvenile Wolence, Some ofthe job kesponsibilies incude paling school grounds and Ischoo halls for potenal problems or endangerment risks the students. The SRO wil respond to request for sistance from the school administration, mentor parking] rea and bus loading and unloading areas. To develop and| |naintain a posite rapport with school administration, inselrs, teachers, and students. To assist and be a |mentorin the teaching ofthe physical, mental, and social tfc of narcotics, aloaho, bacco, and veping.

JThe Lebanon Midale School (LS) hosts grads 67 wih two hundred ninol-our 294) students,

{he font awn ofthe LMS campus. LMS hosts the Lebanon Football Feld ands the only IMallerElementaryschoolin Lebanon wit an audtoriumistage In which many schoo! evnts are

(267) payincceaso passing Slate Legislature the Russell County Board of Supersors along with

fall, thal wl ko efecton cult, 2023 increasing te SRO starting paylo $44, 94000. Wi fis roqustor additonal funding the Russell County Sherif Ofce and Russell ouny Publ [Schools fel an urgent needa enhance and enlarge Russel Couns SRO Diision, FEDERAL FUNDS WLL NOTBE USED TOREPLACE STATE OR LOCA. FUNDS THATWOULD, INTHE

otysix(46) special education students, and foryrine (49) faculty members. Wh ho rapid norease in vaping incidents in Russell County, especially among middle school aged students it = imperative that Lebanon Maddle School receles an SROnotanlyas a safetymeasure forthe students and faculty but asa preventative role model and menfor‘o the students ofthe school. LM} js a complexschool being canter hub fr the Town of Lebanon with many events being hosted on

3d. The current stating salaryfor an SRO in Russell Countyis $42,000.00. Wth a seven percent

1@ Russell County School Board has approved a seven percent (167) pay increase, funds are

ABSENCE OF SUCH FEDERAL AD, BE MHDE FOR LAW ENFORCEMENT AND CRIMINAL JUSTICE.

eos

|This School Resource Oficer (SRO) will be assigned to the| |Russell County Atematve Center (RCAC) located at 1315 IMsin Streetin Town of Lebanon. The main objective ofthe {SRO will be to promote school safetyand reduce juvenile jolence. The SROwill share knowledge and resources feducating students, facully, and parents about the value of umunityrlented justice and address conoems of juenile Violence. Some of the ob responsibiies indude [patting school grounds and school halls for potential roblems or endangerment isks to the students. the SRO ll respond to request for assistance from school inistraon, monitor parking area and bus loading and inloading areas. To develop and maintain a positive apport with school administration, counselors, teachers, snd students, To assist and bo a mentor inthe teaching of 1e physical, mental, and social elects of narcotics, alcohol

[The Russell County Atomative Confor (ROAD) hosts studonis fom all Russell County Schools yades 6-12 wih enrolment fuctuaing monthly, current onrolmonts thiry-ve (86) students, nteon (16) special education students, and foutean (14) faculy membars. RCAC provides an tomate salting for students who are experiencing problems at thelr local schools and maybo sidered “asisk’. With te most common “atrsk” students suffering from behavoral issues itis mperative that RCAC receives funcing foran SRO not ony for promoting a safe and secure Jearring environment or students and slaff but also forthe guidance and mentorship thatan SRO oxides. The SROvill have a minimum of wo (2) years (OCIS) ceried law enforcement. The nent staring salaryforan SROin Russell Countyis $42,000.00. Wit a seven percent (27) pay increase passing Sate Legislature tre Russell County Board of Supenisors along wi the Frussell County Schoo! Board has approved a seven percent (%7) payincrease, ifunds are ellabo, tat vil tke ofecton July 1, 2028 incraasing the SRO starting payto $44,940.00, Wh is raquast fr addhional funding the Russell County Sherif Offce and Russell CountyPublic [schots oo! an urgent naod to enhance and enlarge Russell County’s SRO Division. FEDERAL FUNDS WiLL NOTBE USED TO REPLACE STATE OR LOCAL FUNDS THAT WOULD, IN THE ESSENCE OF SUCH FEDERAL. AD, BE ADE FOR LAWENFORCEMENT AND CRIMINAL

000, and vaping,

ISTICE.

Personnel and Employee Fringe Benefits Totals

DCJS FUNDS Fodoral Funds: $0.00 State Funds: $0.00 Special Funds: $170,456.43 Match Funds $51,752.46 $0.00 Personnel/Fringe Total TOTAL: $222,208.89 Travel Requested

Toft

his is not requested, pleaso|

cate thathere and then mark tis form as completo, {Is Travel being requested?*: No

Local Mileage

Tinierfifies Wileage Role TolalLocal lenge FederalFinds StatoFunds SpeclalFinds Gash Match lndWaich Local ioage Talal No Daa for Tablo ]

Non-Local Mileage

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Travel Totals

DCJS FUNDS

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Cash Match: $0.00 InKind Match: $0.00 Travel Total

TOTAL: $0.00

Subsistence/Other Travel Costs

Requested

this is not requested, please indica thathere and then mark this form as complet. ‘Are Subsistence/Other Travel Costs being No

raquested?*:

Subsistence

Bert Number ofPeople Number of Lodging Number of Per Diem ‘Total Federal Stato Special Gash IntGnd Subsistence

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‘Subsistence Description and Justification

Brent Description of Costs “Tastication for Costs NoDalaforTabie

Other Travel Costs

ent Naber i Poole NanborofAfare Aare Teal Oier Travel Total GoatforArand Federal Stato Special aah twiind lier Travel Tle __—Aterdng Tickets Adare Costs CtterFaes Funds Funds Funds Match Match Coste Total Nola for Tale ]

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Other Travel Costs Description and Justification

Bent ‘Description of Other Costs “Tustfcation for Other Costs No Data for Table

‘Subsistence/Other Travel Costs Totals

DCJS FUNDS Foderal Funds: $0.00 State Funds: $0.00 ‘Special Funds: $0.00 Match Funds $0.00 $0.00

Subsistence/Other Travel Costs Total

TOTAL: $0.00

Equipment

Requested

Ibis is notroquestad pleas indicate hathore an then mak this fom as completa

|s Equipment being requested”: No

Equipment

Ezpipment Coat Perltemonthiy Tota Nberoffiematmnberof Tolal Federal Slate Specal Cash lend Exuipment tom ate nth Cost Funds Funds Funds Mafch Match Totat [ ToDalavor Tato ] Equipment Description and Justification

Eqiprart tom Doserinion of Ener “ostiicaton for Epon

i No Data or Table

Adeltional Documentation

Deserintion Fietame Type Se Upload Date

I To fos alhod

Equipment Totals

DCJS FUNDS

Federal Funds: $0.00

‘State Funds: $0.00

Special Funds: 30.00

Match Funds

(cash Match: 90.00

Inkind Match 30.00

90 tt

Equipment Total

TOTAL: $0.00

Supplies & Other Expenses

Requested itis is ntrequastd, plese incale that here an than marks fom as complete

Are Supplies & Other Expenses being No

requested?

‘Supplios & Othor Exponsos

‘Soppiitom Cost Por herfonthy Tal Namiberofarsuribor of Total Fedoral Sato Special — Gash —In¥ind Supple & Other Roqnstod Rate Monts Cost Finds Funds Finds Match Match Expenses Total i ‘No Daa for Table

Supplyltem Requested Description and Justtication

Santon Description ot Supper Tustction for Sopp

[ ‘Wo Data for Table

Supplies & Other Expenses Totals

DCJS FUNDS

Federal Funds: 90.00

‘State Funds: $0.00

Special Funds: so.00

Match Funds

‘Cash Match: $0.00

In-Kind Match: $0.00

‘Supplies & Other Expenses Total

TOTAL: $0.00

Attachments

Attachments Required?

Are additional attachments required by the Yes

funding opportunity?"

‘Attachmonts

Doseriion Fie tame Tipe So Upload Date

[Behoo Resource fer Nemeorndum ef Undontanding pe2asrowoupat | pif [Swe] __osbano2s 117 AA

Non-Supplantation

‘Non-Supplantation

‘Applicants under this grant program are required o certo DCIS, that the funding requested inthis application does not supplant or replace, in whole orin pet, federal,

State, orlocal funds already supporting curent program senices.

1008 1

[cory tale grant funds requested under is grant program wil be used fo supplement esting funds and will not repleoe (supplant funds that have been

appropriated for he same purposes, Cortification:

Project Administrator’:

Authority Certification

‘Authorized Individual:

Lonzo Lester FirstName LastName

County Administrator 03/08/2023 Tite Date

Loo Lester FirstNamo LastName

County Administrator 03/08/2023 Wo Date

Hott

AUTHORITY §22.1-280.2:3, School boards; local law enforcement agencies; memorandums of understanding.

“The school board in each school division in which the local law enforcement agency employs school resource officers, as defined in § 91-101, shall enter into a memorandum of understanding with such local law enforcement agency that sets forth the powers and duties of such school resource officers. The provisions of such memorandum of understanding shall be based on the model memorandum of understanding developed by the Virginia Center for School and Campus Safety pursuant to subdivision A 12 of § 9.1-184, which may be modified by the parties in accordance with their particular needs,

Each such school board and local law enforcement agency shall review and amend or affirm such memorandum at least once every two years or at any time upon the request of either party. Each school board shall ensure the current division memorandum of understanding is conspicuously published on the division website and provide notice and opportunity for public input during each memorandum of understanding review period.”

PURPOSE

The [School Board/Schoo! Division (SD)] and [Police Department/Sheriff’s Office (PD/SO)] hereby enter into this Memorandum of Understanding (MOU) setting forth the respective roles and responsibilities of both parties regarding the use of school resource officers (SROs). The purpose of this MOU is to establish a mutually beneficial partnership (School-Law Enforcement Partnership (S-LEP)) that both schools and law enforcement can work within to achieve shared goals. The purpose of the S-LEP is to foster relations of mutual respect and understanding In order to build a positive and safe school environment and to facilitate effective, timely communication and coordination of efforts for both the SD and the PD/SO.

This MOU Is intended only to outline expectations between the SD and the PD/SO. It is not intended to create contractual or equitable obligations on the part of the SD or the PD/SO toward particular students, parents, SD or PD/SO employees, or any other third parties,

‘The parties agree the vast majority of student misconduct can be best addressed through classroom and in-school strategies. The parties acknowledge that students are generally less mature and responsible than adults; they often lack the experience, perspective, and judgment to recognize and avoid choices that could be detrimental to them; and they are more susceptible to outside pressures than adults.

For further details regarding the S-LEP, please see the School-Law Enforcement Partnership Guide and the S-LEP Standards and Leadership Tools available on the DCIS website,

Page 1 of 10 Rev. 8/2022

GOALS

The primary goals of the S-LEP and this model MOU are to (i) promote positive and supportive school climates and (il) create and maintain safe and secure school environments.

To create and maintain safe and secure school environments, the SD and PD/SO will collaborate to reduce and prevent crime, violence, victimization, and fear in and around schools, and minimize student Involvement with the juvenile and criminal justice systems.

EVALUATION OF THE SCHOOL-LAW ENFORCEMENT PARTNERSHIP

The SD and the PD/SO should jointly develop measurable objectives of the S-LEP using school discipline, crime, and violence data, school climate survey data, and any other data deemed to he relevant. The SD and the PD/SO will review progress toward achieving such objectives at least annually and the results of the progress review will be made available to the public. For guidance related to evaluation of the S-LEP, see the S-LEP Evaluation Toolkit.

ROLES AND RESPONSIBILITIES

|, Police Department/Sheriff’s Office Responsibilities

The PD/SO will designate a direct point of contact between the PD/SO and the SD, The PD/SO point of contact will address any operational and administrative issues and will serve as a consultant for school safety and security issues including assessments and critical incident response planning. The PD/SO point of contact will maintain a working knowledge of school rules, regulations, and laws regarding student safety and conduct. The PD/SO point of contact will establish and maintain effective relationships with school personnel at the division and school levels.

‘The PD/SO will take into consideration the views of the SD and the identified needs and conditions of the schools when (i) developing and implementing law enforcement policies and practices that may affect schools, and (ii) selecting, assigning, scheduling, training, supervising, and evaluating SROs.

Ul, School Division Responsibilities

The SD will designate a primary division-level point of contact between the SD and the PD/SO. The SD point of contact will implement the S-LEP and maintain ongoing communications with PD/SO officials.

Page 2 of 10 fev. 3/2022

School administrators will be responsible for facilitating effective communication between the SRO and school personnel and for supporting the goals of the S-LEP.

The SD will handle discipline within the school disciplinary process without involving SROs. The SD policies, administrative guidance, training, and ongoing oversight should clearly communicate that school personnel is responsible for school discipline and that law enforcement is not to be involved with isciplinary action, except as may be requested by the SD (eg, if factual information gathered or observations by the SRO are relevant to a disciplinary matter). The SD Is responsible for communicating the goals and role of the SRO to all school administration, personnel, and students,

‘The SD should ensure that school administrators meet the training requirements set forth in Virginia

Code § 22.1-279.8(E),

Ill, SRO Roles and Responsibilities

SROs should be considered active members of their assigned schools. The SRO facilitates the effective delivery of law enforcement services and assists with matters related to safety, security, and the exchange of information between the SD and the PD/SO.

To the extent possible, SROs’ duty schedules should be organized to provide coverage throughout the school day, SROs provide a visible deterrent to crime and shall be visible patrolling the exterior and interior grounds. SROs should wear the regulation uniform of the employing PD/SO and operate a marked PD/SO vehicle while on duty unless otherwise authorized by the SRO’s supervisor.

Additionally, SROs should assist school administrators in developing school crisis, emergency management, and medical emergency response plans. SROs should work with school administrators in problem-solving to prevent crime and promote safety in the school environment. SROs are expected to. collaborate with school administrators and other school personnel to support positive school climates that focus on resolving conflicts and minimizing student involvement with the juvenile and criminal justice systems,

SROs serve multiple roles in schools. ‘The roles are interrelated, but all are carried out with the aim to contribute to school safety and security and to promote positive and supportive school climates, The key roles of an SRO are:

Law enforcement officer

‘As a sworn law enforcement officer, the primary role of an SRO in a school Is as a law enforcement officer, SROs assume primary responsibility for responding to requests for law enforcement assistance from school administrators and coordinating the response of other law enforcement resources to the school. SROs should work with schoo! administrators in problem-solving to prevent crime and promote safety in the school environment. In all cases, the SRO’s role as a law enforcement officer should take precedence over any other roles performed by the SRO.

Page 3 of 10 fev. 8/2022

law-related educator

Role model and informal mentor

Students often seek approval, direction, and guidance from adults in the school setting about various problems. Through formal and informal interaction with students, SROs serve as role models and informal mentors, SROs are expected to communicate clearly to students about acceptable and unacceptable behavior, set a positive example in handling stressful situations and resolving conflicts, show respect and consideration of others, and express high expectations for student behavior. Students who may need additional assistance shall be referred to a school-based resource,

IV. School Administrator Roles and Responsibilities

Consistent with the Virginia Standards for Accrediting Public Schools in Virginia, 8 VAC 20-131-210(A), “the principal is recognized as the instructional leader and manager of the school and is responsible for [fostering the success of all students by developing, advocating, and sustaining an academically rigorous, positive, and safe school climate for all stakeholders[.}” Additionally, pursuant to 8 VAC 20- 131-260(D), the school administration should ensure that the school has written procedures “to follow in emergencies such as fire, injury, illness, allergic reactions, and violent or threatening behavior” and “for responding to violent, disruptive, or illegal activities by students on school property or during a school sponsored activity[.]”

School administrators should review the MOU annually with SROs and establish school-specific operational and communications procedures to support the goals of the SLEP.

OPERATIONAL PROCEDURES

|, Differentiating Disciplinary Misconduct from Criminal Offenses

Consequences of student misconduct should be effective, developmentally appropriate, and fair. Interventions and school sanctions should help students learn from their mistakes and address root, causes of misconduct. School administrators should consider alternatives to suspensions and expulsions and law enforcement officials should consider alternatives to involvement with the juvenile and criminal justice systems for student violations of law.

U, Information Sharing

‘The release and sharing of student records is governed by the Family Educational Rights and Privacy Act

(FERPA), 20 U.S.C. § 1232g, and its implementing regulations, 34 C.E.R, Part $9, and §§ 22.1-287 and 22.1- 287.1 of the Code of Virginia. Page 4 of 10

Rev, 8/2022

When appropriate, and to the extent allowable by law, the SD should notify SROs of any spectal needs of a student involved in a school-based infraction that is not routine discipline in order to assist the SRO in recognizing and accommodating behaviors that may be manifestations of a student’s disability.

‘SRO access. For purposes of access to student records, SROs may be considered “school officials with a legitimate educational interest” in reviewing Information from student educational records covered by FERPA, and may be provided student information as needed to carry out their duties related to the school environment, provided such SROs perform a function or service for which the school would otherwise use employees (e.g, maintaining the physical safety and security of the school) and comply with the use and re-disclosure requirements set forth in 34 CER, § 99.33. SROs may have access to (I) information on students in their assigned schools that include directory information and additional items needed to carry out thelr duties, such as class schedules, as approved by the school administrator, and (ii) directory information for all students in the schoo! division (however, unless they are school officials with a legitimate educational interest, they will not have address to student addresses, telephone numbers or email addresses unless another exception applies, given § 22.1-287.2 of the Code of Virginia), While, as noted above, SROs are always under the control of the PD/SO in carrying out their law enforcement duties, the PD/SO agree that SROs will respect the confidentiality of student education records as other school officials would, and are under the control of the SD when it comes to the handling of student education records, PD/SOs understand that unless a FERPA exception applies that would permit disclosure to law enforcement by any school official (e.g., In the context of a health or safety emergency or in response to a subpoena), SROs will not share protected student record Information with the PD/SO.

SRO disclosure of law enforcement records. SROs may disclose law enforcement records created and maintained by the SRO for the purpose of maintaining the physical security and safety of the school or the enforcement of laws, Because law enforcement records are not student records, they are not ‘subject to the disclosure requirements of FERPA.

IL, Investigation and Questioning

Page 5 of 10 ov. 0/2022

‘The interviewing of students, whether as suspects, victims, or witnesses, should be conducted privately in an office setting. SROs shall take steps to ensure minimal intrusion into the educational experience of students being questioned in the school setting, Custodial interrogation of a minor must be conducted in accordance with § 16.1-247.1 of the Code of Virginia,

SROs are responsible for leading the investigation and questioning of students related to suspected violations of criminal law, SROs shall not be included in the investigation and questioning of students about student code of conduct violations that de not involve any criminal activity or risk of harm to self or others. School administrators are responsible for the investigation and questioning of students about violations of the code of conduct.

WV. Searches

Alll searches shall be conducted in accordance with federal and state laws and applicable SD and PD/SO policies and guidelines, including the principles embodied in this MOU.

School administrator searches. School personnel may conduct searches of a student’s property and person under their jurisdiction in accordance with guidelines developed as contemplated by Code of Virginia § 22.1-279,7, and the advice of the school’s legal counsel.

SROs should not become involved in administrative searches and at no time should SROs request that an administrative search be conducted for law enforcement purposes or have school personnel conduct a search as the SRO’s agent.

V. Arrests

Whenever practical, the arrest of a student or school personnel should be accomplished outside of school hours in order to not disrupt the educational process or school setting. Arrests that must occur during school hours or on school grounds should be coordinated through the school administrator to minimize potential disruption. When circumstances do not allow for prior coordination through the school administrator, arrests should be reported to the school administrator as soon as possible. In addition to any required notification of parents and legal guardians by the SRO taking a student or employee into custody, school administrators or their designees should consider notifying parents and legal guardians upon a school-based arrest of the student.

VI. Physical Restraint by School Personnel

Physical restraint refers to restricting a student’s ability to freely move his or her torso, arms, legs, or head. The term physical restraint does not include a physical escort, such as temporary touching of the arm or other body part for the purpose of inducing a student who is acting out to walk to a safe location,

Physical restraint by school personnel is used in accordance with the Regulations Governing the Use of Seclusion and Restraint in Public Elementary and Secondary Schools in Virginia (8VAC20-750), and related local school board policies. Every effort should be made by school personnel to prevent the need for the use of restraint. Physical restraint should not be used except by school personnel trained in the use of physical restraint as required by the school division,

Page 6 of 10

Rev, 8/2022

School personnel should act to de-escalate situations that are causing, or have the potential to cause, disruptions to the school environment and/or are violations of the student code of conduct where appropriate. If physical intervention is necessary, the action shall be reported promptly to the school administrator and the rationale for the action shall be fully documented.

VII, Physical Intervention by School Resource Officers

‘An SRO should not be involved in the physical restraint of a student unless there is a clear and imminent threat to safety. As sworn law enforcement officers, SROs may intervene to de-escalate situations.

SROs should be aware of the Regulations Governing the Use of Seclusion and Restraint in Public Elementary and Secondary Schools in Virginia (8VAC20-750) and related local school board policies and may attend training offered by the local school system on their use of seclusion and restraint by school personnel. However, SROs should continue to operate by the policies and operational procedures of the PD/SO and state law regarding physical intervention and use of force by a law enforcement officer.

KEY STATUTORY RESPONSIBILITIES

|. Crime Reporting

§ 22.1-279:3:1 of the Code of Virginia (effective 7/1/2022) requires the reporting of certain acts to school authorities; reporting of certain acts by schoo! authorities to parents; and reporting of certain acts by school authorities to law enforcement.

‘A. Reports shall be made to the division superintendent and to the principal or his designee onall incidents involving:

Alcohol, marijuana, a controlled substance, an imitation controlled substance, or an anabolic steroid on a school bus, on school property, or at a school-sponsored activity, including the theft or attempted theft of student prescription medications;

2, The assault and battery that results in bodily injury of any person on a school bus, on school property, or at a school-sponsored activity;

3, The sexual assault, death, shooting, stabbing, cutting, or wounding of any person, abduction of any person as described in § 18.2-47, or 18.2-48, or stalking of any person as described in § 18.2- 60.3, on a school bus, on school property, or at a school-sponsored activity;

4, Any written threats against school personnel while on a school bus, on school property, or at a school-sponsored activity; 5. The illegal carrying of a firearm, as defined in § 22.1-277.07, onto school property;

Page 7 of 10 Rev. 8/2022

Any illegal conduct involving firebombs, explosive materials or devices, or hoax explosive devices, as defined in § 18.2-85, or explosive or incendiary devices, as defined in § 18,2-433.1, or chemical

bombs, as described in § 18.2-87.4, on a school bus, on school property, or at a school-sponsored activity;

Any threats or false threats to bomb, as described in § 18.2-83, made against school personnel or involving school property or school buses; or
The arrest of any student for an incident occurring on a school bus, on school property, or at a school-sponsored activity, including the charge therefor.

B. Except as may otherwise be required by federal law, regulation, or jurisprudence, each principal:

Shall immediately report to the local law-enforcement agency any incident described in subdivision A 1 that may constitute a felony offense;
Shall immediately report to the local law-enforcement agency any incident described in subdivisions A 3 through 7, except that a principal is not required to but may report to the local law- enforcement agency any incident described in subdivision A 4 committed by a student who has a disability;
May report to the local law-enforcement agency any other incident described in subsection A that is not required to be reported pursuant to subdivision 1 or 2; and

4, Shall immediately report any act enumerated in subdivisions A 1 through 5 that may constitute a criminal offense to the parents of any minor student who Is the specific object of such act. Further, the principal shall report whether the incident has been reported to local law enforcement pursuant to this subsection and, if the incident has been so reported, that the parents may contact local law enforcement for further information, if they so desire,

Pursuant to §§ 16.1-260(6) and 19.2-83.1(8), law enforcement agencies and/or intake officers are required to notify the division superintendent if a student is arrested for certain offenses or subject to a petition alleging that the student committed certain offenses. Division superintendents who receive such reports are required to report the information to the principal of the school in which the student is enrolled.

‘As a general practice, SROs should notify the principal as soon as practical of any significant law enforcement events occurring at or in association with the school (e.g., at a school bus stop or off- campus activity, during or outside school hours). No SRO or school administrator will be required to file delinquency charges in response to any such activity,

I, Threat Assessment

Pursuant to § 22.1-79.4 each division superintendent shall establish, for each school, a threat assessment team that shall include persons with expertise in counseling, instruction, school

Page 8 of 10 Rev. 6/2022

AL School Safety Audits

School safety audits will be conducted annually as required by Virginia Code § 22.1-279.8 to assess school safety conditions in schools, SROs, in collaboration with school administrators, will conduct school inspection walk-throughs using a standardized checklist developed by the Center for School and Campus Safety. SROs and the PD/SO should collaborate in other school safety audit mandates set forth in Virginia Code § 22.1-279.8, including school crisis, emergency management, and medical emergency response planning and preparation, and (effective 7/1/2022) as part of each such audit, the school board shall create a detailed and accurate floor plan for each public school building in the local school division or shall certify that the existing floor plan for each such school is sufficiently detailed and accurate.

REVIEW OF MOU

Effective July 1, 2020, per an amendment to Virginia Code § 22.1-280.2:3 "school boards and local law enforcement agencies shall review and amend or affirm memorandums of understanding at least once every two years, or at any time upon the request of either party”. Further, “each school board shall ensure the current division memorandum of understanding is conspicuously published on the division website and provide notice and opportunity for public input and discussion during each memorandum of understanding review period.”

Quarterly meetings should be conducted throughout the year between the SD point of contract and PD/SO point of contact to support successful implementation of the partnership. This MOU remains in force until such time as elther party withdraws from the agreement by delivering a written notification of such withdrawal to the other party at least 45 days prior to the date of withdrawal.

Signed:

Page 9 of 10 Rev. 8/2022

Appendix A

Graduated Intervention and Responses, Additional Resources

In developing the Schoo!-Law Enforcement Partnership MOU, the School Division and Law Enforcement ‘Agency are encouraged to develop alternative responses and educational programming for school-based misconduct in order to divert youth from unnecessary involvement with the juvenile justice systems,

In addition to the Virginia School-Law Enforcement Partnership Guide and Program Standards, the below resources may be helpful in developing your SRO program best practices,

Guiding Principles for School Resource Officer Programs (March 2022) Office of Community Oriented Policing Services, U.S. Department of Justice https; dol. gov/pdf/20: \Docs/chp/SR ri z

NASRO School Resource Officer Program Recommendations (July 2021) National Association of School Resource Officers https: 1asto.0r§ resources/91667 st Practices FINAL pdf

SECURe - Safe, School-based Enforcement through Collaboration, Understanding and Respect Rubrics (2016) U.S, Department of Education and U.S, Department of Justice

i gov) mn

‘School Resource Officer Memorandum of Understanding: Fact Sheet (Nov. 2021) U.S. Department of Justice, COPS Office

‘httos://cons.usdoi.gov/ndf/2021 AwardDocs/chp/SRO_MOU.pdf

Page 10 of 10 fev. 8/2022

Commonwealth of Virginia Virginia Department of Criminal Justice Services

Statement of Grant Award (SOGA) Instructions

Virginia Department of Criminal Justice Services 1100 Bank Street  Richmond, VA 23219
www.dcjs.virginia.gov 10/2021

The Statement of Grant Award is included within the Award Package. It include the DCJS, federal, and/or state grant information, the three contact persons of record, and the approved budget. Please have this document signed by the County Administrator or City Manager. A Signature Power form will need to be submitted if someone other than the assigned person signs the SOGA. For more information, please contact [email protected].

 Project Director, Project Administrator, and Finance Officer

o Project Director – The person who will have day-to-day responsibility for managing the project.

o Project Administrator – The person who has authority to formally commit the locality or state agency to complying with all the terms of the grant application including the provision of the required cash match. This must be the city, county or town manager; the chief elected officer of the locality, such as the Mayor or Chairman of the Board of Supervisors; or, in the case of a state agency, the agency head. If someone other than one of these officials has been delegated the authority to sign, and signs the grant application, provide a copy of the letter, memorandum or other document by which the signing authority was delegated.

o Finance Officer – The person who will be responsible for fiscal management of funds.

Commonwealth of Virginia Virginia Department of Criminal Just

Services

Statement of Grant Award (SOGA) Instructions

The Statement of Grant Award is included within the Award Package. It include the DCJS, federal, and/or state grant

information, the three contact persons of record, and the approved budget. Please have this document signed by the

County Administrator or City Manager. A Signature Power form will need to be submitted if someone other than the

assigned person signs the SOGA. For more information, please contact grantsmgmt@dejs. virginia. gov.

Q Project Director, Project Administrator, and Finance Officer

© Project Administrator ~ The person who has authority to formally commit the locality or state agency to complying with all the terms of the grant application including the provision of the required cash match. This must be the city, county or town manager; the chief elected officer of the locality, such as the Mayor or Chairman

of the Board of Super

sors; or, inthe case of a state agency, the agency head. If someone other than one of these

officials has been delegated the authority to sign, and signs the grant application, provide a copy of the letter,

‘memorandum or other document by which the signing authority was delegated.

STATEMENT OF GRANT AWARD (SOGA)

‘Virginia Department of Criminal Justice Services

1100 Bank Street, 12° Floor Richmond, Virginia

voca

‘Subgranes: ABCOncTweThvee DUNS Number: 125456769

Grant Start Date 0701/2018 Grant End Date. 06 30°2020,

DCIS Grant Number: 20-A1284V218

Project Description:

‘Federal Grant Number: 2OL6-VA-GX-0059, 2017-VA-G3C0018, andlor 2018-V2-6X-0011

deal Awardee: ove

Federal Cotalon Number: 16575

‘To provide direct series for crime icin.

Federal Funds 960,000 Indes Cost Rate State General Funds: $54,000 “atappla Siate Special Funds so ‘Local Match 136,000 Total Budget 1,200,000

Project Director |__ Project Administrator Finance Officer Tis Fae Doe TW Elastet Doe Ti Fain Doe Execute Deesoe Bousd Piet, Director ofFiauace Po Bexlttitt Poser 2.o.Box ttt icon, VA 25206 Rican, VA 23226 tment, VA 25206 Gin a (608) 1254567 Go ee@ABCOneTwoTtes com Sieatetv@ABCOoeTwoTirecom | ote@ASCOneTwoThaeecomt “Pleane indicate sour TGR in the apace provided, applicable, Av the duly shored

representative the undersisued, ving tecenved the Statement of Grant Awards (SOGA) and

Shes Coodianss sed teen bevy anceps tha grant nd sees oe conan Sd Dass

Virginia Department of Criminal Justice Services 1100 Bank Street = Richmond, VA 23219

www_dejs.virginia.gov

10/2021

Steve Breeding Highlight

‘The Honorable Jackson H. Miler

‘Tracy Louise Winn Banks, Esq, Chief Deputy Director

COMMONWEALTH of VIRGINIA

Department of Criminal Justice Services

‘Washington Building

‘100 Bank Street Richmond, Virginia 23219

Lonzo Lester

County Administrator

137 Highlands Drive, Suite A Lebanon, Virginia 24266

Dear Lonzo Lester:

Congratulati ing a recipient of the above referenc ram! Your DCIS grant award number and was approved for a total award funded through Award Number 21.027 (2023 ARPA). The project period is 7/1/2022 through 6/30/2024.

Included with this letter is a Statement of Grant Award/Acceptance (SOGA). Copies of the FY24 Special Conditions, Reporting Requirements, and Projected Due Dates are posted online at hitps://www dejs. virginia. gov/grants/grant-requirements for your review. In addition, there may be “Action Item” Special Conditions related to your grant award called Encumbrances that require your immediate attention. If there are any, please submit those documents via the On-line Grants Management System (OGMS) at https://ogms.dejs. virginia gov/.

If you have not previously done so, you must register to use this web-based system. The instructions on Registering for a New Account and Submitting Action Item Encumbrances ate posted here https:/swww.dejs.virginia gov/grants/ogms-training-resources along with other resources and training videos. All registrants will be approved within 3 — 5 business days.

Additional reporting requirements will be necessary for purchases over $5000.00. Please refer to the grant conditions regarding the required documentation for claims submission and reimbursement on page 12 of the ARPA Grant Special Conditions. Documentation may include, but not be limited to: Equipment Type, VIN or Serial Number, Title Holder, Date of Acquired Goods/Services, and Description of Measures Taken to Prevent Loss, Damage.

We will be happy to assist you in any way we can to assure your project’s success. To indicate your acceptance of the award and conditions, please sign the included SOGA and retum it electronically within the next 60 days to [email protected]. Please note that you will not be able to draw down funds on this grant until DCJS receives the signed SOGA, and the grant is in Underway status in OGMS.

(804) 786-4000 nw dejs. virginia gov

Lonzo Lester June 8, 2023 Page Two

Ifyou have any questions, please contact your DCJS Grant Monitor through the OGMS portal, or contact the ARPA staff at [email protected].

Sincerely, , ta

Jackson Miller

STATEMENT OF GRANT AWARD (SOGA) Virginia Department of Criminal Justice Services 1100 Bank Street, 12" Floor Richmond, Virginia 23219

508516-LE ARPA - Law Enforcement Equipment

Subgeantee: Russell

DCIS Grant Number: 509490

UEI Number: WMRHA68SMK19

Grant Start Date: 7/2022

Grant End Date: 6/30/2024

Federal Grant Number(s): 21.027 (2023 ARPA)

Federal Awardee: USS. Department of Treasury

Federal Catalog Number: 21.027

Project Description: Coronavirus State and Local Fiscal Recovery Funds

Federal Start Date: 7/2022

Federal Funds: $481,000

State Funds:

Local Match:

Total Budget: $481,000 Indirect Cost Rate:__% —_*1f applicable Project Director Project Administrator Finance Officer

Steven Dye Lonzo Lester Alicia McGlothlin

Sheriff County Administrator ‘Treasurer

79 Rogers Avenue 137 Highlands Drive, Suite A. 137 Highlands Drive, Suite B

Lebanon, Virginia 24266 Lebanon, Virginia 24266 Lebanon, Virginia 24266

276-889-8033 276-889-8000 276-889-8028

[email protected] Jonzo,[email protected] [email protected]

Signature:

Title:

Date:

WELLSPRING

FOUNDATION

GRANT AGREEMENT

THIS GRANT AGREEMENT (“Agreement”) is dated for identification on May 23, 2023 (“Award Date") and is made by and between WELLSPRING FOUNDATION OF SOUTHWEST VIRGINIA, a Virginia non-stock corporation operating as an IRS §501©(3) Private Foundation, with an address of 851 French Moore Jr. Boulevard, Suite 110-Box 25, Abingdon, Virginia 24210

(“Foundation”), and Russell County Virginia whose address is 137 Highland Drive, Suite A, Lebanon, VA 24266 (“Grantee”).

WITNESSETH:

WHEREAS, the Foundation was formed for charitable or educational purposes, including, but not limited to the recognizable and unmet healthcare, wellness, economic and educational needs of citizens in Washington County, Virginia and its surrounding area (“Service Area”); and,

WHEREAS, the Grantee has submitted an application, which is incorporated herein by reference and made a part of this Agreement (“Application”), to the Foundation for funding to Dante Steam Building Restoration Project and Bernie Williams Workforce Center, and being more fully described on Exhibit 1 attached hereto (“Project”); and,

WHEREAS, the Foundation, in reliance on the information in the Application, has determined that the Project (i) benefits the Service Area, (i) is consistent with and in furtherance of the Foundation’s purposes, and (ii) constitutes a valid purpose for the expenditure of its funds such that the Foundation has approved a grant to the Grantee in the sum of $113,877.00 ("Grant’’) to fund the Project; and,

WHEREAS, the Foundation and the Grantee desire to set forth their understanding and agreement as to the use of the Grant and the obligations of the Grantee regarding the use of the Grant.

NOW THEREFORE, in consideration of the foregoing, the mutual benefits, promises and undertakings of the parties to this Agreement, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereby represent, covenant and agree as follows:

PROJECT AND BUDGET, AND USE OF FUNDS.

A. The Grantee agrees to use the Grant to provide funds for the Project as described in the budget for the Project attached as Exhibit 2 (the “Project Budget”). No portion of the Grant shall be used for any purpose whatsoever other than the Project without the prior written approval of the Executive Director of the Foundation (the “Executive Director”). No material changes will be made in the scope of the Project or to the Project Budget without the prior written approval of the Executive Director. Any document signed by the Executive Director accepting a change in the scope of the Project or to the Project Budget shall set forth the accepted change. If the maximum authorized amount of the Grant

Wellspring Foundation of Southwest Virginia Grant Agreement Page 1 of 8

WELLSPRING FOUNDATION

exceeds the amount necessary to complete the Project, the excess shall not be disbursed to the Grantee but shall remain with the Foundation. If excess funds were previously disbursed, such funds will be returned to the Foundation within thirty (30) days of the earlier of the completion of the Project or the expiration of this Agreement.

B, Grantee agrees to cause the Project to be acquired, constructed, improved, equipped, furnished and /or otherwise undertaken as described in Exhibit 1 and will cause the Project to be completed on or before the expiration of this Agreement. The Grantee represents and warrants that the Grant funds specified in the Project Budget, and any other funding as described in the budget, will be sufficient to cause the Project to be completed.

C. Grantee shall notify Foundation as soon as possible if Grantee determines in good faith that, because of factual or other changes in circumstances, it is no longer possible for the Grant to serve its original purpose. In such event, Foundation in its sole and absolute discretion may (i) require repayment of any Foundation funds received by Grantee, (ii) suspend any further disbursements from the Grant to Grantee, and/or (iii) allow Grantee to modify the Project and allow disbursements from the Grant to the Grantee.

D. Grantee may not use the Foundation Grant to lobby or otherwise attempt to influence legislation, to influence the outcome of any public election, or to carry on any voter registration drive. If Grantee is in doubt about whether its proposed activities may constitute lobbying, Grantee must consult with the Foundation prior to undertaking such activities.

E. In completing the Project, the Grantee will comply with all applicable federal, state, and local laws and regulations pertaining thereto and to the use and application of the Grant funds, including maintaining its tax-exempt status. Any undisbursed grant funds shall be automatically rescinded should the Grantee fail to maintain its tax-exempt status in good standing.

2, PAYMENT OF GRANT FUNDS,

‘A. Subject to the terms of this Agreement, and at the sole discretion of the Foundation and subject to the conditions set forth in Exhibit 3 attached hereto, the Grant shall be disbursed on a reimbursement basis. The Grantee shall be eligible for reimbursement upon submission of a signed payment request on the Foundation’s approved form (“Payment Request Form”) with adequate supporting documentation. The Grantee agrees to comply with any Foundation policies pertaining to disbursement of Grant funds as provided to the Grantee and as the Foundation may from time-to-time amend upon notice to the Grantee. Expenses incurred prior to the execution of this Agreement are not eligible for reimbursement. Prior to any disbursement, the Grantee shall provide the

Wellspring Foundation of Southwest Virginia Grant Agreement Page 2 of 8

WELLSPRING FOUNDATION

Foundation with documentation that is reasonably acceptable to the Foundation designating the officers, employees, or agents authorized to make a reimbursement request.

B, Reimbursement requests will be submitted not more frequently than quarterly unless the Foundation otherwise agrees. Appropriate supporting documentation will be attached to all Payment Request Forms and may include, but is not limited to, invoices for goods purchased and services performed, receipts, vouchers, reporting forms or other evidence of the actual payment of costs related to the Project and consistent with the Project Budget. The Grantee will also provide appropriate supporting documentation of the expenditure and application of any required matching funds for the Project as set forth in the Budget, if any. The Foundation may in its sole discretion refuse to make a disbursement if the Grantee’s documentation is not adequate, or if such disbursement does not appear to be within the Project Budget or is otherwise contrary to or in violation of the provisions hereof. The Foundation in its sole discretion may refuse to disburse any funds to the Grantee if the Grantee has previously received a grant award and a final grant report for the previous grant award has not been received by the Foundation.

CONTACT PERSONS. Grantee will appoint one individual to act as principal contact person for notices and other communications under this Agreement. The contact person for the Foundation under this Agreement is its Executive Director. Either party may change its contact person at any time by written notice to other.

4, RIGHT OF INSPECTION, The Foundation, and its members, employees and agents, have the right to inspect the Project upon reasonable notice to the Grantee, however, in the event of an emergency, inspection may be made without notice to preserve the integrity of the Grant and its original intended purpose.

PARTIES’ RELATIONSHIP. No provision of this Agreement shall in any way inure to the benefit of any third person (including the public at large) so as to constitute any such person a third-party beneficiary of the Contract or of any one or more of the terms hereof, or otherwise give rise to any cause of action in favor of any person not a party hereto. Further, the Foundation does not and shall not assume any liability for any financial or other obligations of the Grantee made to third parties, whether or not related to the Project. The Grantee is and will be acting as an independent contractor in the performance of the Project, and agrees to be responsible, to the extent permitted by the Virginia Tort Claims Act and all other applicable Virginia law, for negligent acts or omissions of its employees, agents or officers arising out of its obligations under this Agreement. In the event the Foundation is required to take legal action under this ‘Agreement, the Grantee shall be liable to the extent allowable by Virginia law, for all of the Foundation’s costs expended for the administration and enforcement of this Agreement, including but not limited to, reasonable attorney’s fees and court costs.

Wellspring Foundation of Southwest Virginia Grant Agreement Page 30f 8

WELLSPRING

FOUNDATION

RECORDKEEPING. During the term of this Agreement, the Grantee shall maintain proper books of record and account with respect to the Grant and the Project and maintain such records in accordance with generally accepted accounting principles. The Grantee will retain all invoices for goods purchased and services performed, receipts, vouchers, reporting forms or other evidence of the actual payment of costs related to the Project. All records of receipts and expenditures with respect to the Grant and the Project and copies of Payment Request Forms with supporting documentation and annual and final reports submitted to the Foundation will be retained for at least three (3) years after the later of the completion of the Project or the expiration of this Agreement. The Foundation, and its members, employees, and agents, has the right to inspect and make copies of the books and records of the Grantee related to the Project and do so without expense to the Foundation.

INTERIM REPORTS. The Foundation may request at any time that the Grantee provide the Foundation with an informal status report on the Project to ensure that the Grant is Progressing in accordance with the Application. The Grantee will further immediately advise the Foundation of (i) any change in Grantee’s tax-exempt status, or (ii) any expenditure from the Grant made for any purpose other than for the Project, and (iii) any delays or problems encountered in the pursuit of the Project.

ANNUAL REPORTS. The Grantee will submit to the Foundation annual financial and narrative reports reflecting activity of Grant funds and progress made toward completion of the Project. Annual financial reports will be presented on the Foundation’s grant reporting form then in effect (“Grant Reporting Form”). Annual narrative reports will indicate the progress made toward achieving the goals of the Grant and will be submitted with the Grant Reporting Form. Annual reports will be due one year from the Award Date and annually thereafter until the Project is complete. The Foundation reserves the right to request additional information to supplement the information provided in the Grant Reporting Form or the annual narrative reports, including but not limited to, the Grantee’s financial statements. If the Grantee does not maintain audited financial statements, the Foundation can condition the disbursement of additional disbursements of the Grant on the Grantee providing audited statements.

FINAL REPORT. The Grantee will provide a final financial and narrative report to the Foundation with the final reimbursement request. The final report will be presented on the Grant Reporting Form and must contain the type of information contained in the annual reports, including a narrative as to the success of the Project and a description of the long-term achievements and expectations for the Project. Final reimbursement will not be made until final reporting is submitted,

MISUSE OF GRANT. If the Foundation determines in its sole discretion that any part of the Grant has not been used for the Project or for some other purpose approved in writing by the Executive Director, or that the Grantee has failed to comply with any material term or condition or obligation of the Grantee in this Agreement, including but not limited to,

Wellspring Foundation of Southwest Virginia Grant Agreement Page 4 of 8

WELLSPRING

FOUNDATION

the Grantee making in any material respect a false or misleading statement or other written or oral representation, warranty or statement furnished or made to the Foundation in this Agreement, the Application or otherwise, the Foundation in its sole discretion may withhold any further disbursements to the Grantee and, in addition, the Foundation may:

‘A. rescind the Grant by written notice to the Grantee, in which event the Grantee will be obligated to return to the Foundation, within thirty (30) days following receipt of such notice, an amount, from legally available funds, equal to all Grant payments disbursed pursuant to this Agreement, plus interest from the date of receipt of such notice at the then prime rate set forth in the Wall Street Journal;

B. __ take any action as necessary to preserve the integrity of the Grant and to preserve Grant funds for appropriate uses;

C. determine the Grantee is ineligible to receive future Foundation grant funding;

D. withhold any and all disbursements requested by the Grantee from the

Foundation under any other grant approved by the Foundation; and/or,

E. take such judicial action as is necessary to collect any amounts owed, including legal action for breach of this Agreement or misrepresentation of material facts.

SALE_OR ENCUMBRANCE. None of the assets or property acquired, constructed, improved, equipped, and/or furnished as part of the Project shall be leased, sold, exchanged, disposed of, hypothecated, mortgaged or encumbered without the prior written approval of the Executive Director for a period of seven (7) years following the date when the Grant funds are disbursed by the Grantor to the Grantee. In the event that such asset or property is leased, sold, exchanged, disposed of, hypothecated, mortgaged or encumbered without the prior written approval of the Executive Director, the Foundation may assert its interest in the asset or property to recover the Foundation’s share of the value of such asset or property and/or recover such share from the Grantee, unless otherwise prohibited by law. Grantee hereby pledges, delivers and assigns to the Foundation a security interest in all property of any sort, type, or classification purchased with the Grant. Upon the request of the Foundation, Grantee will execute, provide and sign all documents necessary to establish and/or perfect Foundation’s security interest in such property, including deeds of trust, supplemental deeds of trust, amendments or modifications thereto, and this Agreement shall constitute the Grantee’s consent for the Foundation to file any necessary financing statements, continuation statements or other instruments and documents which may be reasonably required from time to time.

PUBLIC ANNOUNCEMENTS. Grantee will allow the Foundation to review and approve the text of any proposed publicity concerning the Grant prior to its release. If the Grant is to be used for a film, video, book, or other such product, the Foundation reserves the right to request a screening or preview of the product during the final production stages before deciding whether or not to be publicly credited for its role in the Project.

Wellspring Foundation of Southwest Virginia Grant Agreement Page 5 of 8

15,

16,

17,

WELLSPRING

FOUNDATION

FUTURE FUNDING, The Grant provided pursuant to this Agreement shall not be deemed to be an actual or implied promise of the Foundation to fund the Project except as provided for herein. No representation by the Foundation, or its members, employees or agents, shall be binding unless set forth in writing and signed by the Executive Director. In addition to the other remedies provided by law or in this Agreement, if the Grantee fails to comply with the terms of this Agreement, the Project shall not be entitled to additional funding by the Foundation.

ENTIRE AGREEMENT. To the extent there are inconsistencies between this Agreement and its supporting documents, including the Application and the Exhibits attached hereto, this Agreement shall control. This Agreement expresses the entire understanding and all agreements between the Foundation and the Grantee and may not be modified except in a writing signed by both the Foundation and the Grantee.

INDEMNITY: Grantee agrees, to the fullest extent permitted by law, to defend, indemnify, and hold harmless the Foundation, its officers, directors, affiliates, employees, and agents, from and against any and all claims, liabilities, losses and expenses (including reasonable attorney’s fees) directly, indirectly, wholly or partially arising from or in connection with any act or omission of Grantee, its employees or agents, in applying for or accepting the Grant, in expending or applying Grant funds, or in carrying out the Project as set forth in the Application.

LIMITATION OF FOUNDATION’S LIABILITY. Nothing herein shall be deemed to be a covenant, agreement or obligation of a present or future member of the Foundation or of an employee or agent of the Foundation. No member, employee or agent of the Foundation shall incur any personal liability with respect to any action taken by him or her pursuant to this Agreement.

CONDITIONAL FUNDING. In the event that disbursement of the Grant funds is contingent upon the happening of an event or events described herein that have not yet occurred as of the Award Date, the Foundation may withdraw the Grant if such event or events have not been substantiated with appropriate documentation satisfactory to the Foundation within three (3) months of the Award Date. Furthermore, this Agreement is subject to the availability of Foundation funds at the time of any requested disbursement notwithstanding the Foundation’s acceptance herein of the Grantee’s Application. If such funds become unavailable and the Foundation is unable to obtain sufficient funds, this Grant amount shall be amended or this Agreement terminated, as appropriate.

EXPIRATION. Twelve (12) months after the date on which the Grant is approved, the Grant shall be automatically rescinded with respect to all funds not yet disbursed by the Foundation, unless an extension is granted in writing by the Foundation. Any Grant funds disbursed but not spent on the Project at the end of the twelve (12) month period will be returned to the Foundation.

Wellspring Foundation of Southwest Virginia Grant Agreement Page 6 of 8

19,

WELLSPRING

FOUNDATION

APPLICABLE LAW AND FORUM FOR DISPUTES. This Agreement shall be construed and governed by the applicable laws of the Commonwealth of Virginia. Venue for any disputes arising hereunder shall lien in the Circuit Court of Washington County, Virginia. Both parties waive trial by jury in any dispute hereunder.

SEVERABILITY. If any clause, provision, or section of this Agreement shall be held illegal or invalid by any court, the illegality or invalidity of such clause, provision, or section shall not affect the remainder of this Agreement, and this Agreement shall be construed and enforced as if such illegal or invalid clause, provision, or section had not been contained herein.

NOTICES. Unless otherwise provided for herein, all demands, notices, approvals, consents, requests, opinions, and other communications shall be deemed given when provided by (i) the personal delivery of such notice to a party, (ii) the next day after such written notice is delivered to a nationally-recognized overnight carrier (UPS, FedEx), postage prepaid for next day delivery, or (iii) the third day after a party deposits such notice in the U. S. Postal Service, postage prepaid for certified mail, and addressed to a party at the address set forth in the heading of this Agreement, or to such other address. as a party may notify the other in writing in the manner set forth above. Each party shall promptly provide the other with written notice of any change in a party’s address, and a party’s failure to notify the other party in writing of any change in such address authorizes a party to use the last address provided by this Agreement or the last written notice of a change thereto.

ASSIGNMENT. Neither this Agreement nor any rights under this Agreement may be assigned, by operation of law or otherwise, by the Grantee without the prior written consent of the Foundation. The provisions of this Agreement shall bind and inure to the benefit of the parties and their respective successors and permitted assigns.

SURVIVAL. The rights and remedies available to the Foundation shall survive any expiration or termination of this Agreement.

CONSTRUCTION. The titles to the sections of this Agreement are solely for the convenience of the parties and are not to be used to explain, modify, simplify, or aid in the interpretation of the provisions of this Agreement. The language in all parts of this Agreement shall in all cases be construed according to its fair meaning and shall not be construed in favor of or against any party.

No Material Language on Remainder of Page

Signature Page Follows

Wellspring Foundation of Southwest Virginia Grant Agreement Page 7 of 8

(ip LLSPRING FOUNDATION

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first written above,

FOUNDATION:

WELLSPRING FOUNDATION OF SOUTHWEST VIRGINIA

By:

Sean McMurray, Its Executive Director

COMMONWEALTH OF VIRGINIA, COUNTY OF WASHINGTON, to-wit

Sean McMurray, who is the Executive Director of Wellspring Foundation of Southwest Virginia and whose identity is known to me personally or proven by acceptable photographic evidence, executed the foregoing Grant Agreement before me on 20___, for and on behalf of sald Virginia non-stock corporation.

My Commission Expires:

Notary Public

GRANTEE:

Russell County Virgi

By:

Its

COMMONWEALTH OF VIRGINIA, COUNTY OF RUSSELL, to-wit:

who is the of and whose identity is known to me personally or proven by acceptable photographic evidence, executed the foregoing Grant Agreement before me on 20___, for and on behalf of said

My Commission Expires:

Notary Public

Wellspring Foundation of Southwest Virginia Grant Agreement Page 8 of 8

WELLSPRING FOUNDATION

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first written above,

FOUNDATION:

WELLSPRING FOUNDATION OF SOUTHWEST VIRGINIA

By:

Sean McMurray, Its Executive Director

COMMONWEALTH OF VIRGINIA, COUNTY OF WASHINGTON, to-wit:

Sean McMurray, who is the Executive Director of Wellspring Foundation of Southwest Virginia and whose identity is known to me personally or proven by acceptable photographic evidence, executed the foregoing Grant Agreement before me on. , 20____, for and on behalf of said Virginia non-stock corporation.

My Commission Expires:

Notary Public

GRANTEE:

Russell County Virg

Lanlin Levipar~_ Nts Ca MheawidaZone)

COMMONWEALTH OF VIRGINIA, COUNTY OF RUSSELL, to-wit:

Lonzo Lester _, who isthe Counks Adm. of 1 ck

and whose identity is known to me personally or proven by acceptable photographic evidence, executed

the foraging Grant Agreement before me on e 23 20_23 , for and on behalf of said My Commission Expires: ~ l ee) -May 31, 2025 _ lotary Public

Wellspring Foundation of Southwest Virgin Page 8 of 8

WELLSPRING

FOUNDATION

EXHIBIT 1 PROJECT DESCRIPTION

Proposed Project*

Please provide details for the proposed project. Be sure to include the history of the current service or project for which you are requesting funding.

‘The Dante Steam Building Restoration Project is a shovel-ready Initiative seeking to renovate the Steam Building, formerly Russell County’s first power plant, into a state-of-the-art workforce development training facility. The project will convert the Steam Building into the Bernie Williams Workforce Center operated by the Southwest Virginia Workforce Development Board. It will be a Virginia Career Works One Stop center providing a model outlined in the Workforce Innovation and Opportunity Act (WOIA) which coordinates services and training to meet emerging industry needs. The Center’s footprint will serve parts of Wise,

‘and Russell Counties, designated as economically distressed by the Appalachian Regional

‘The Center is an investment in the region’s ability to pivot to emerging industries in an increasingly remote and digitized work environment. Locally accessible workforce training resources are especially needed for Dante, and the surrounding communities, as the economy of the coalfields is rapidly changing due to the impacts of COVID-19 and the ongoing decline in coal mining, COVID-19 accelerated the need for reskilling current residents and exposed the opportunity for Southwest Virginia to attract remote workers. As outlined in Cumberland Plateau Planning District Commission’s 2022 Comprehensive Economic Development Strategy attracting these workers will be critical to the region’s new economic development strategy and building high-tech, hybrid offices and co-working spaces will be central to local infrastructure redevelopment. The Center will be able to respond to ongoing employment challenges created by the pandemic by tailoring industry needs with specific workforce resources and offering critically needed manufacturing simulation courses, adult education, childcare training, tourism courses, professional development, testing, soft skill development, virtual job shadowing, and many other services that will address the region’s workforce needs. ‘The geographic proximity of Dante to neighboring coalfield communities and counties makes this an ideal location for such a facility.

Russell County will be the primary lessee of the Steam Building. Russell County has an MOU with the Southwest Virginia Workforce Development Board to host the Bernie Williams Workforce Center. If awarded, the Industrial Revitalization Fund (IRF) grant will fund the repairs to the historic core of the building, the addition of a new roof, new windows and doors, and new interior walls and finishes; demolition of non- pertinent building elements and building elements exhibiting decay shall be removed In preparation of renovation; and parking lot construction including and ADA accessible bridge that crosses a small creek. dissecting the property.

Russell County is the lead applicant for the IRF grant, which aims to redevelop vacant and deteriorated industrial and commercial properties. Russell County’s grant request was for $849,714 to cover the hard costs associated with construction, Certain engineering and architectural soft costs and equipment were not igible for funding, leaving a $183,877 gap in funding. Securing this funding will maximize Russell County’s competitiveness for the IRF grant and ensure project completion. A pledge, contingent on securing the DHCD grant, has been made by the Genan Foundation for $70,000, leaving the remaining funding gap of $113,877

which makes up the request to the Wel

spring Foundation.

Wellspring Foundation of Southwest Virginia Grant Agreement Exhibit 1

WELLSPRING

FOUNDATION

EXHIBIT 2 PROJECT BUDGET

Brat et big td ead ow ne on nd dn a tpt erbaon e IRF REQUEST

‘Beoxpone mere deat pert tt ge aie rst amsor ocd "ORD Rear ds AN pt ae

Ee = Ses

Desciption

"Man pertinent bung elements ane aspect te

. lig femedtion eter strc —5t5703 Thema he baling sae repated and ulin repieroot $2500 Th ein tape oat tal be Bulag reps enya sai “The tng damaged o lng ne wind ad sai Asin dors an vindows shale eed ith Soi istilnewiterorete SRD Contracion tne gon walled ing stale stems sane ‘eng lambing ets, anmechai tee bola const ating ces sp

Baling str

ulng miselancousconsvucton

1249,71400 Total IRF Requost

‘The Dante Steam Pant Renovation Moet an exeingeoprtny with mulage contin proces the flown st eer andreas esey tothe Susgt atari ates bone

Int, the st shal be cleared andthe orga histor bling mut be unovered This nah bracng nd stabling the ening walla ot bore coving damaged (nce sere, the itor core ofthe busing an be repaired Ths wil equ pein many parts ofthe cought ashlar masonry wal an inst weg of hereon ‘oat seucture befor aang an fly ees ret,

‘Ach point in the proces the bung envelope sabe completed so that water apa ands migration fa their a ner contd This ss comelexphave bucase travis insating ne windows and doo on te exterior while aso stang se nonesigparimetr wl apr tai, and slain onthe trie the ‘busin. Topstar, ve nena oo, the pening estes, andthe wall ebtments protec the intercom the leant no for more este aspects eM ARTA SOMERS

‘Nai Snau ce oun, mcwong ine vamng or mecnanica patos ane storage as, So al nena spaces one ounong Canoe percenea ‘even they are cure untnished

the key spect of th consuacton

thai of the was erect, he next constuction stage nvoNesinstaling he uling systems, In parca, ths requres connection to municipal its, lnstalaion of elec panels and wing, nstalaion of wale ines and santa ines, and new mechanical systems,

Instaation ete uty nes alow ste ork to begin n eamest. The parking areas ana pals can now be graded and ste paving cen be defines

‘One ine, shes are beng instal al ns point in he project. Gypsum wallbcard ls apples to most vals and cengs, and ofer unique fnishes shal be apphed othe vated cing inthe maln werk hal

‘The pojct wa onciude withthe na ooranaion of ndvual elements. The parking io shalbe connected ote bung ith a handicapped access

an rvs ey esses

par per

Wellspring Foundation of Southwest Virginia Grant Agreement Exhibit 3

WELLSPRING FOUNDATION

wan | BE

*These answers will autofill from TOTAL PROJECT BUDGET poses Type of Funds Totals IRF 5 849,714.00 Matching Funds o 61,285.70 Additional Leverage 5 262,754.15

Total Project Budget $ 1,173,753.85

Wellspring Foundation of Southwest Virginia Grant Agreement Exhibit 3

WELLSPRING FOUNDATION

EXHIBIT 3 GRANT CONDITIONS

© Receipt of Wellspring Foundation of Southwest Virginia grant funds is contingent upon Russell County Virginia securing either the Department of Housing and Community Development’s Industrial Revitalization Grant in June of 2023 or the Virginia Congressionally Directed Spending grant in July/August 2023.

© Funds will be issued upon receipt of appropriate documentation of project expenses (expense reports, payment applications, invoices, etc.) from the County Administrator of Russell County Virginia for the project.

‘* Routine project updates showing progress towards completion are to be uploaded in the grant management software as requested.

Wellspring Foundation of Southwest Virginia Grant Agreement Exhibit 3

PUBLIC NOTICE

REQUEST FOR PROPOSALS (RFP)

Laurel Bed Lake Access Development Feasibility Study

Engineering and Technical Consulting Services The County of Russell is currently seeking a Laurel Bed Lake Feasibility Study from engineering/consulting firms with capabilities and experience in recreational access development design to provide support for the Russell County’s Laurel Bed Lake Feasibility Study Project. The Board of Supervisors of Russell County, Virginia, hereinafter referred to as “The Board,” hereby issues to qualified firms or individuals a Request for Proposals (hereinafter referred to as “RFP”). The Board proposes to award a contract for these consulting services to assist the Board in determining the feasibility of a substantial recreational project.

Request for Proposals (RFP) will be evaluated based on the following information:

Experience and qualifications of firms or individuals.
Offeror’s past work experience with feasibility of substantial recreational projects.
Relevant experience in providing similar consulting services.
Capability to meet recreational engineering/technical consulting services requirements.
Experience in recreational access development and design consulting services in the

following areas but not limited to:. • Roadway design

• Survey

• Environmental

• Geotechnical

• Right-of-way

• Utilities

Firms/consultants meeting the requirements of this RFP are invited to submit their proposal. Request for Proposals (RFP) are available on the County’s Website Bid Postings • Russell County, VA • CivicEngage (russellcountyva.us) or email [email protected] to request the RFQ.

Proposals are due no later than 3:00 p.m., Friday, July 28, 2023. Any proposals received after this deadline will be returned to the offeror unopened. The County reserves the right to reject any and all proposals.

Disadvantaged Business Enterprises (small or minority and/or women owned firms) are encouraged to submit proposals. MBE/WBE firms are encouraged to submit proposals.

The County is an equal opportunity/affirmative action employer and will not discriminate based on race, creed, color, national origin, age, or handicap.

BY ORDER OF THE RUSSELL COUNTY BOARD OF SUPERVISORS

https://www.russellcountyva.us/Bids.aspx https://www.russellcountyva.us/Bids.aspx https://www.russellcountyva.us/Bids.aspx mailto:[email protected] PUBLIC NOTICE

REQUEST FOR PROPOSALS (RFP) Laurel Bed Lake Access Development Feasibility Study

Engineering and Technical Consulting Services

The County of Russell is currently seeking a Laurel Bed Lake Feasibility Study from engineering/consulting firms with capabilities and experience in recreational access development design to provide support for the Russell County’s Laurel Bed Lake Feasibility Study Project. The Board of Supervisors of Russell County, Virginia, hereinafter referred to as “The Board,” hereby issues to qualified firms or individuals a Request for Proposals (hereinafter referred to as “RFP"). The Board proposes to award a contract for these consulting services to assist the Board in determining the feasibility of a substantial recreational project.

Request for Proposals (RFP) will be evaluated based on the following information:

. Experience and qualifications of firms or individuals. Offeror’s past work experience with feasibility of substantial recreational projects. Relevant experience in providing similar consulting services. Capability to meet recreational engineering/technical consulting services requirements. Experience in recreational access development and design consulting services in the following areas but not limited to:.

PRENSA

Roadway design

Survey
Environmental

Russell County, VA + CivicEngage (russellcountyva.us) or email

[email protected] to request the RFQ.

Disadvantaged Business Enterprises (small or minority and/or women owned firms) are encouraged to submit proposals. MBE/WBE firms are encouraged to submit proposals.

The County is an equal opportunity/affirmative action employer and will not discriminate based on race, creed, color, national origin, age, or handicap.

BY ORDER OF THE RUSSELL COUNTY BOARD OF SUPERVISORS

June 30, 2023

Lonzo Lester Russell County County Administrator 137 Highland Drive Lebanon,Virginia 24266

RE: Victim Witness Grant Program (Year 3)

Dear Lonzo Lester:

Congratulations on being a recipient of the above referenced grant program! Your DCJS grant award number is 24-O1108VW20 and was approved for a total award of $65,100, funded in part through Award Numbers 2020-V2-GX-0048, 15POVC-21-GG-00602-ASSI, and/or 15POVC-22-GG-00681-ASSI. The project period is 7/1/2023 through 6/30/2024. Pursuant to the VOCA Fix to Sustain the Crime Victims Fund Act of 2021 (VOCA Fix) (Public Law No: 117-27) and the DCJS Emergency Match Waiver Request Policy for VOCA Subawards, there is no local match obligation for this award.

Included with this letter is a Statement of Grant Award/Acceptance (SOGA). Copies of the FY24

Special Conditions, Reporting Requirements, and Projected Due Dates are posted online at https://www.dcjs.virginia.gov/grants/grant-requirements for your review. In addition, there may be “Action Item” Special Conditions related to your grant award called Encumbrances that require your immediate attention. If there are any, please submit those documents via the On-line Grants Management System (OGMS) at https://ogms.dcjs.virginia.gov/.

If you have not previously done so, you must register to use this web-based system. The instructions

on Registering for a New Account and Submitting Action Item Encumbrances are posted here https://www.dcjs.virginia.gov/grants/ogms-training-resources along with other resources and training videos. All registrants will be approved within 3 – 5 business days.

We will be happy to assist you in any way we can to assure your project’s success. To indicate your

acceptance of the award and conditions, please sign the included SOGA and return it electronically within the next 60 days to [email protected]. Please note that you will not be able to draw down funds on this grant until DCJS receives the signed SOGA, and the grant is in Underway status in OGMS. If you have any questions, please contact your DCJS Grant Monitor Sharon Reed at 804 658 8179 or via email at [email protected].

Sincerely,

Jackson Miller

COMMONWEALTH of VIRGINIA

Department of Criminal Justice Services

‘The Honorable Jackson H, Miler Washington Building

Director 1100 Bank Street

Richmond, Virginia 23219 ‘Tracy Louise Winn Banks, Esq, (804) 786.4000 (Chief Deputy Director wow. dejs.virgnia.gov

June 30, 2023

Lonzo Lester Russell County County Administrator 137 Highland Drive

Lebanon, Virginia 24266

RE: Victim Witness Grant Program (Year 3) Dear Lonzo Lester:

Congratulations on being a recipient of the above referenced grant program! Your DCJS grant award number is 24-01108VW20 and was approved for a total award of $65,100, funded in part through Award Numbers 2020-V2-GX-0048, 1SPOVC-21-GG-00602-ASSI, and/or 1SPOVC-22-GG-00681-ASSI. The project period is 7/1/2023 through 6/30/2024. Pursuant to the VOCA Fix to Sustain the Crime Victims Fund ‘Act of 2021 (VOCA Fix) (Public Law No: 117-27) and the DCJS Emergency Match Waiver Request Policy for VOCA Subawards, there is no local match obligation for this award.

Included with this letter is a Statement of Grant Award/Acceptance (SOGA). Copies of the FY24 Special Conditions, Reporting Requirements, and Projected Due Dates are posted online at hutps:/www.dejs.virginia.gov/grants/grant-requirements for your review. In addition, there may be “Action Item” Special Conditions related to your grant award called Encumbrances that require your immediate attention. If there are any, please submit those documents via the On-line Grants Management System

(OGMS) at https://ogms.dejs. virginia gow.

If you have not previously done so, you must register to use this web-based system. The instructions on Registering for a New Account and Submitting Action Item Encumbrances are posted here

hutps:/www.dejs.virginia.gov/grants/ogms-training-resources along with other resources and training videos. All registrants will be approved within 3 — 5 business days.

We will be happy to assist you in any way we can to assure your project’s success. To indicate your acceptance of the award and conditions, please sign the included SOGA and return it electronically within the next 60 days to [email protected]. Please note that you will not be able to draw down funds on this grant until DCJS receives the signed SOGA, and the grant is in Underway status in OGMS. Ifyou have any questions, please contact your DCJS Grant Monitor Sharon Reed at 804 658 8179 or via email at sharon.reed@dej inia.gov.

Sincerely, Aide

Jackson Miller

STATEMENT OF GRANT AWARD (SOGA) Virginia Department of Criminal Justice Services

1100 Bank Street, 12th Floor Richmond, Virginia 23219

Project Director Project Administrator Finance Officer Melody Blackwell-West Victim Witness Program Director 53 E. Main Street Lebanon, Virginia 24266 276-889-8225 [email protected]

Lonzo Lester Russell County County Administrator 137 Highland Drive Lebanon, Virginia 24266 276-889-8000 [email protected]

Alicia McGlothlin Russell County Treasurer 137 Highland Drive Lebanon, Virginia 24266 276-889-8028 [email protected]

Signature: ______________________________

    Authorized Official (Project Administrator)

Title: ______________________________

Date: ______________________________

Victim Witness Grant Program (Year 3)

Subgrantee: Russell
DCJS Grant Number: 24-O1108VW20
UEI Number: WMRHA68SMK19 Grant Start Date: 7/1/2023
Grant End Date: 6/30/2024

Federal Grant Number(s): 2020-V2-GX-0048, 15POVC-21-GG-00602-ASSI, and/or 15POVC-22-GG- 00681-ASSI Federal Awardee: OVC Federal Catalog Number: 16.575 Project Description: To provide direct services for crime victims. Federal Start Date: 10/1/2019, 10/1/2020, and/or 10/1/2021

Federal VOCA Funds: $44,100 State Special Funds: $21,000 State General Funds: $0

Total Budget: $65,100 Indirect Cost Rate: _____% *If applicable

STATEMENT OF GRANT AWARD (SOGA)

Virginia Department of Criminal Justice Services

1100 Bank Street, 12" Floor Richmond, Virginia 23219

Victim Witness Grant Program (Year 3)

Subgrantee: DCJS Grant Number: UEI Number:

Grant Start Date: Grant End Date:

Federal Grant Number(s) 00681-ASSI

Federal Awardee: Federal Catalog Number: Project Description: Federal Start Date:

1108VW20 WMRHA68SMK19, 7/1/2023

6/30/2024

2020-V2-GX-0048, 1SPOVC-21-GG-00602-ASSI, and/or 1SPOVC-22-GG-

ove 16.575

To provide direct services for crime victims. 10/1/2019, 10/1/2020, and/or 10/1/2021

Federal VOCA Funds: State Special Fun State General Funds:

Total Budget:

$44,100 $21,000 so

$65,100 Indirect Cost Rate: “If applicable

Project Director

Project Administrator | Finance Officer

Melody Blackwell-West Vietim Witness Program Director 53 E. Main Street

Lebanon, Virginia 24266 276-889-8225 [email protected]

‘Alicia MeGlothlin Russell County Treasurer 137 Highland Drive Lebanon, Virginia 24266 276-889-8028 alicia meglothlin

Lonzo Lester Russell County County Administrator 137 Highland Drive

Lebanon, Virginia 24266 276-889-8000 [email protected]

Signatu

‘Authorized Official (Project Administrator)

Title:

Date:

Abundant Life Fellowship 4214 W Stone Drive

Kingsport, TN J7UG4

EIN 32-0548703

This is the church that is keeping the funds for Marc Mero’s event for us until the check needs to be sent to him.

Itinerary for Marc Mero

September 20-21", 2023

‘Sept 20 - Honaker High School Auditorium 9 am — ‘11am

Sept 20-Lebanon High School Auditorium — 2 sessions 1230 and 2 pm

Sept 21*- Castlewood High School Auditorium 9 am - 11am.

Sept 21**- Lebanon Middle School 1pm - 3pm.

Sept 21* 7pm — Lebanon Middle School or the Lebanon Theatre- not sure of location yet…

‘At Honaker and Castlewood High Schools Marc will be reaching the high school students along with the respective local middle school students. Marc’s impact with students from middle school age to high school age as we saw last year was amazing.

Marc spoke last year during the course of his talks about his own battle with addiction of opiods and the. addiction of many of his fellow wrestlers over the years. He shows the statistics of how many friends he lost due to overdoses. His main focus is to tell the students through his own story of coming from the battle of addiction to the hope of recovery and what happens through the choices that we make in our life.

Marc had over 500 responses from students with our Russell County school students last year before he even left town. He answers personally each and every question, or correspondence.

‘An example of a letter from a troubled child in Russell County…was from a girl in Honaker who related that her parents were addicts and she was sent back and forth between family members. This young lady lit herself on fire when she was 3 while her Mom was passed out from drugs one night. She shared how much of an impact his talk had on her life in just that short span of a talk and thanked him over and over for caring enough to come to Russell County.

Another example talked about how both of her parents were addicted to opiods and spent all their resources on their pills etc instead of making sure she and her siblings were fed or clothed, She begged for them to go to get help at a rehab, but they only went to a clinic and ended up on suboxone. She pleaded for prayers that her family would get the help that they needed to get off “the stuff” that ruined their lives.

Another said she had gone through a lot of anxiety and depression and ended up slitting her wrists at one point. The school kicked her out for a time and she went to live with another relative and got back into school. Things got worse and she got back into opiods and the reason she stopped was because she saw one of Marc’s videos online and it finally hit home and she got clean. She had been clean several months but thanked him so much for caring enough to share about his own addiction to help save others and her.

1am not sure exactly what you need to try and allow this money to be used to help us bring Marc back into our schools in the fall, but | wish everyone of you would come and listen to him at some point while he is here. Unless you have had the phone call that a child, a grandchild has overdosed you will never understand what this is all about. But after 16 years of an drug and alcohol ministry, our hearts still break after every story we hear. We are losing our children younger and younger and way to soon. We are just trying to do what we can to help the students within our area to find a way out of their addictions if they have started or to prevent them from ever starting.

We just had a close friend of ours have to give 6 rounds of NARCAN to their son to save him along with CPR…No parent should ever have to do this. We aren’t asking for all of this settlement, but we feel our this county are worth a small piece of it by asking for $6000.

Wanda and Randy Burke DASH Ministry

276-698-4832

Champion ©? Chelices

2615 George Busbee Pkwy. Suite 11-289 | Kennesaw, GA 30144 404-834-6008 | Fax 407-567-7887 | www.ThinkPOZ.org

Empowering People to make Positive Choices Champions Make Choices… Choices Make Champions!

To Whom It May Concern,

Marc Mero, former WCW & WWE Wrestling Champion, and founder of the nonprofit organization, Champion of Choices, Is an inspirational speaker, author and family youth advocate.

Marc dedicates his life to helping others be the “Champion” they’re destined to be! Marc shares his captivating journey with audiences worldwide and inspires people to examine their life choices. Listeners feela greater sense of appreciation toward their relationships and are empowered to make a difference in their personal life, career, and community.

With the recentexplosion of opiate addiction and overdoses Marc shares the loss of over thirty wrestlers that died from bad choices, and most from opiate overdoses. Marc has worked with David Siegel and Victoria’s Voice to introduce Narcan (a nasal spray to treat opiate overdose in an emergency situation) into law enforcement agencies across the

country. Lives are being saved!

The most important aspect is to educate our kids on drug awareness before they ever get started.

Marc Mero Founder/CEO Champion of Choices

Champion of Choices is a 501 © 3 Nonprofit Organization

[efile GRAPHIC print - DO NOT PROCESS [As Filed Data -[

DLN: 93493107007073]

rorm99O Return of Organization Exempt From Income Tax

Internal Revere Service

Under section 503©, 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made publ.

A For the 2020 calendar year, or tax year beginning 01-01-2020_ and ending 12-34-2020

Tladaress change name change Dinuelseuns Dang BETES rns uae amended retum — | Wurber and-arec (or PO box Wai a nok calvered Te Araet nae | Room sae {DI appication pening

‘OMB No, 1545-0047

Go to www.irs.gov/Form990 for instructions and the latest information. Open to Publ Inspection

{Champion of Cetess Inc 26-2209106

elephone number

OT E Fath To

‘Clare of organization D Employer Hentificat

“Gey or town, Slate oF province, Coury, and ZIP or ToTegh posal cade HMakiang, FL’ 32751

6 cross receipts $ 101,209

Fare sre sadere of prea ce WG) This » group return for Mane WERO subordinates? H(b) Are al subordinates included? F Terexenet st FF sox) CO soxio( )atineatna) Cl asaranyor Ol sar II7No” attach a st. (ee Instructions)

J Webster hitps://thinkpoz ora?

H(6) Group exemption number >

K Form of organization: FAI corporation [1 trust C1 association C1) oxner ®

TE vearaf formation: 2008] M State oflagal domalle: FL

Summary

1 Bifly describe the organisations mission or matt sigaifcant aces ‘To empower people to make postive choices that lead to felong succes and late personal and social change to make a difeence in | temueWes and ter communes g 3 | 2 checkths box » [1 ithe organization cicontinued its opratons or posed of more than 25% of ts net ase. © | 3 Number of voting members ofthe governing body (Pa Vine 10) 3 3 | + number ot independent voting memes ofthe governing body (Par ne 1B) se we a 3 | 5 Total eumber of individuals employe in calendar year 2020 (Pat, ine 2) 5 g 6 Total number of volunteers (estimate if necessary) . 6 7a, Total unrelated business revenue from Par Vil, column ©,line12 ss + se ee + 7a by Net unrelated busines taxable Income from Form 990-7 line 39. «= + «= . % Prior Year Current Year gg | ® Contibutons and grants (Pari ne tH) 6 vv ee nes 155 oo 2 | 9. Program service revenue (Pat Vil ine 26) te 65,507 37,066 E_ | 10 tovestment income (Pa Vl cour (8) ines 3 4 and 74) 0 41. other revenue (Part Vl column (A, lines 5, 66, 8, 9,106, and 138) 7 12 Total revenue—add lines 8 through 11 (must equal Part Vill, column (A), line 12) 220,417) 101,209 13. Grants and similar amounts paid (Part |X, column (A), lines 1-3) oe 500] 100 44 Benefits paid to or for members (PartX,cokimn (A) ined) ves o g, | 5 Salaries, other compensation, employee benefits (PartIX,calurmn (A, tines 5-10) EE 720,683 B | tea ertessional fundraising fees (Prk, clr (A, ne 1) 0 Eb seat tundasing expenses Pat, clan (0), ine 25) B17.75 5 | 17 oxner expenses (Parttk, column ®, lines 112-114, 1-246). 15 94 Ee 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 178,637] 197,204 19 Revenue less exoenses, Subtract line 18 from ine 12. + + + + 41,700 95,995 se Beginning of Current Year| End of Year ae $3 | 20 rou asete (Panne 26) rn Crd) 15s Se | 21 Tota uabites (Pan, tne 26). ee 169 51,738 Za | 22 Net assets or fund balances. Subt 60,101| -35,894

‘Signature Block

Under penalties of perjury, I declare that | have examined this return, nluding accompanying schedules and statements, and to the best oF my knowledge and belle, Its true, correct, and complete, Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge,

Here Michael Mero CEO

. " ° 2021-06-14 | check C) it | poote7984 Paid self-employed Use Only [Fie address ® 7300 Sond Lake Commons Blvd Ste 317 Phone no. (407) 203-0938

May the IRS discuss this return with the preparer shown above? (see in

setions) ss fan « Oves Mino

For Paperwork Reduction Act Notice, see the separate Instructions. Tat. No. 112827

Form 990 (2020)

Form 990 (2020) Page 2 [AIIM Statement of Program Service Accomplishments

‘Check if Schedule O contains a response or note to any line in thisPartiil. . . - . . .- - --…-. O T Briefy describe the organization’s mission:

To empower people to make positive choices that lead to lifelong success and initiate personal and social change to make a difference in themselves and their communities.

2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-827 6 ee ee Ores Mino If “Yes,” describe these new services on Schedule 0.

Did the organization cease conducting, or make significant changes in how it conducts, any program seis? oe Oves If “Yes,” describe these changes on Schedule O.

4 Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501©(3) and 501(¢)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported

da (Coie omy 159482 induding rants FS Viavenve § 37.087) See Aton Date

ab (Coie omy incuding oronts FS 7

“de (Coa VBrpenses § Tnauding grants ofS (Revenues y

“4d__ Other program services (Describe in Schedule ©.) (Expences § including grants of $ ) (Revenue $ ) “Ze Total program service expenses 53482

Form 990 (2020)

122

Aaa

208

to provide

Page 3 MEMINN checklist of Required Schedules

Yes [Ne Is the organization described in section 501©(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Yes SchedvleAW oe Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? % . 2 | Yes Di ine eraanation argos in dec indect pola campaign acts en beta! rm opposton to cant we for pubic oe? IF Yen” complete Scheoule GPa! “ates on pena orm cpnente 2 Section 501©(3) organizations. Did the organization engage in lobbying activities, or havea section 504(h) Glection in efec during the tx year? 1"Yes, complete Schedule G Polos ve es enn tw ‘ no Is the organization a section 501©(4), 501©(5), or 501©(6) organization that receives membership dues, sessment, oral amounts sa defined Revenue Povedre E19? Yen, complete Schesve C Pua. «|g ne Did the organization maintain any donor advise funds or any sma funds or accounts for whch donors have the right

vice onthe dtibuton or investment of amounts In sun funds or accounts? IfYes," compere

Schedule D,Partl. 6 6 6 6 ee ee ee ee ee ee ee ee 6 No Did the organization receive or hold a conservation easerert, including easements to preserve open sac, the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part li 7 biad Did the organization maintain cllecons of works of ar, historical treasure, or other similar assets? Yes" ° No Compete Schedule D Pani Ss eee ee re Did the organization report an amount in Pat X; lin 21 fr escrow or custodial acount ality; serve a a custodian for amounts nt Iited in Pert X; or provide crelt counseling, dout management, cre repalr, or dest negouaton services? If “Yes,” complete Schedule D, PartIV . 6 6 6 6 + 6 ee ww ew 2 No Did the organization, drecty or through a related argariaton, ld assets in temporaiyrestictedendomments, | 20 No permanent endowments af Cues endowments? es camplete Schedule, Pa Ifthe organization’s answer to any ofthe following questions is “Yes,” then complete Schedule D, Parts VL, VI, Vi, ] crx a2 sppleabie. Did the organization raort an amount fr land, buildings, and equipment in Part x ine 10? If Yes,” complete Scheduled, Patvi. MB… wwe . aia} Yes Did the organization report a amount for investments—other secures in Pat X, line 12 that is 5% or more ofits total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part Vil we Aib No Did the organization repart an amount for investments program related in Pat X ine 13 thats Sor more of ts total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part Vill . . . « + 2 « tic No Did the organization report an amount for other asets in Pat X, ne 25 that is S% or more ofits total assets reported in Part X, line 16? IF “Yes,” complete Schedule D, Part IX . par . lid No 0d the ogblaton report an amount for oher lables in Pat X ne 2571 Yes," complete Schedule, Pan — 7 Did the organization’s separate or consolidate financial statements forte tax year include a footnote that addresses the orgareation’stbity for uncertain tax postions under FIN 48 (ASC 740)7 Fos complete Schedule, Part | 136 No Oi argentino separate ndeperer aubed franca sateen forthe ye? IY" complete StheduleB Pars Mf ond nea paaiea werent rine oe yen ecole aa No Was the organization included in consolidated, independent audited franca statements forthe tax yoar? ab te I’ven"and the organization answered “No” fone Toa, then completing Schedule Parts XI ane Mf ic optional Is the organization a school described in section 170(b)(1)(A)(ii)? iF “Yes,” complete Schedule E 2 to Did the organization maintain an ofc, employees, or agents outside ofthe United States? vw se ia no Did te organization have aggregate revenues or expaneas of mare than $1,000 from gratimaking, funding, Beane vestments ad eam saree ais cus te ted Snes or opcae eh nvr valued at $100,000 or more? If “Yes,” complete Schedule F, PartsIandIV… rarer 14b we Did the organization report on Part, column (A), lin 3, more than $5,000 of grants or other assistance to or for any foreign organization? if “Yes,” complete Schedule F, Parts II and IV . a 15 No Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts IlandIV. . « 16 No Did the organization report a taal of more than $15,000 of expenses for professional fundraising services on Pan, ay We Column (Ay ines 6 and Iie? If Yes," complete Schedule , Port isee instructions) we Did the organization report mare than $15,000 total of fundraising event gross income an contrition on Pa Vi lines Ic and B87 Ir’Yen complete Schedue , Pat ea sens oe ee ns 18 No Oi ine erganiaton rear: mere than 35,00 ress came rm gang cite on Pa, re 971 es, complete Schedule G, Parti. . . «+ . . oe see 19 No Did the organization operate one or mere hospital facies? If -Yes," complete Schedule H « Za " 1F “Yes” tolne 208, id the organization attach a copy of ts audited fnancil statements to this return? so» Did the organization report mre than 85,00 f rans or other assistance to any domestic orgaization or domestic [ny we government on Pow coumn a) ne £2 es. complete Schule Parts ane een

Form 990 (2020) Page 4 Checklist of Required Schedules (continued) Yes | No 22 Did the organization report more than $5,000 of grants or ather assistance to or for domestic individuals on Partix, [3p column (A), line 2? If “Yes,” complete Schedule I, Parts!andIif. = ee +» No 23. Did the organization answer “Ves” to Part Vil, Section &, line 3, 4, or § about compensation of the organization’s current and former ofc, decors, ustees, hey employees, nd highest compensated employes? If “Yes,” complete 23 No Schedule} ve et e+ a 24a Did the organization have a tax-exempt bond issue with an outstanding rina! amount of more than $200,000 as of the lat doy of he yor, tat vas asus after Decebr 31, 20029 TF Yen answer nes 24 through 244 and complete Schedule KI,” goto line 253 earn airaals 24a No b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? zap Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? : 24 4. Did the organization act as an “on behalf of issuer for bonds outstanding at any time during the year? . 2d 25a Section 504©(3), 501©(4), and 501©(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person curing the year? If “Yes,” complete Schedule L, Part! 250 to b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and thatthe ranzacton has not been reported on ay ofthe organization’s prio Forms $90 or 990-627 Fes,” compiete | 25b No Schedule Patl vs se ew : nanan 26 Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former offices, director, trustee, Key employee, creator or founder, substantal contributor, or 35% controled entty or family. | 26 | yes member of any of these persons? If “Yes,” complete Schedule, Patil")… ew ee ete 27. Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, oF employee thereof, a grant selection committee member, or to | 27 No 2358 controled ety (ncliing an employee thereat) or family member of any af hese persons IF Ye," complete Schedule Parti» vee a 28 Was the organization a party toa business traneaction with one ofthe folowing parties (see Schedule L, Part \V instructions for applicable fling thresholds, conditions, and exceptions): a Aeurrent or former officer, director, trustee, key employee, creator or founder, or substantial contributor? IF “Yes,” complete Schedule l, Perv ee ee ee ee we ee Bl ogy] yes b A family member of any incvidual described inline 268? If “Yes,” complete Schedule L, Pat iV « 281 No € A 350 controled entty of ane or more indvduas and/or organizations described in ines 26 or 283? If “Yes,” complete Schedule L, PertIV ss : fa 28 No 29. Did the organization receive more than $25,000 in ren-cash contributions? if “Yes,” complete Schedule M 29 No 30 _Didhe organization recave contributions of ar, istrcal treasures, or ther similar asses, o qualifies conservation contributions? If “Yes,” complete Schedule M+ s+ . 30 No 31 Did the organization liuidate terminate, o dissolve and cease operations? “Ves,” complete Schedule N, Part at x 32 id the organization sl, exchange, p04 of, o transfer more than 25% of Rs net assets? If Yes," complete ScheduleN, Parl» vs = 32 No 33. Did the organisation own 200% ofan entity ssregarded a separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Pals + se ee ee ee 33 No 34 as the organization relate to any txcexemptoraxble ety? IV," complet Sched Pat oF 1, and PotVilnel ee eee ee et ee ara 34 No 35a Did the organization have a controlled entity within the meaning of section 512(6)(13)? 35a No b_1F’¥es’to line 353, did the organization receive any payment from or engage in any transaction witha controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 35b No 36 Section 501©(3) organizations. Did the organization make any transfers to an exempt non-chartable related organization? If “es,” complete Schedule R, PartV, ling 2. ss ss se tse 36 No 37 Did the organization conduct more than 5% of ts activities through an entity that isnot a related organization and that is treated as 2 partnership for federal income tax purposes? I “Yes,” complete Schedule R, Part VI 37 No 38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI ines 1b and 19? Note. All Form 990 filers are required to complete Schedule. s+ + + = eer 3s | ves GINA Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule © contains a response or note to any line in this Pat… ss _… 0 Yes | No a Enter the number reported in Box 3 of Form 1096. Enter-O-ifnot applicable.» | ta Enter the number of Forms W-2G included inline 12. Enter -0- if not applicable i Did the organization comply with bacup withhlding rls for resertable payments to vendors and eperable going (Gambling) winnings to prize winners? st ee ee ee : ac | ves

—

Form 990 (2020) Page 5 Statements Regarding Other IRS Filings and Tax Compliance (conned) a Erte he numberof enplayes reported on Form W3, Trsmital of Wage and ‘ax slater, ed forthe ealerdar yea ening wi or watin te yer overed by b If atleast one i reported on ne 2a, did the organization fe al equed federal employment wx runs? 2» | ves Nate! ifn sum snes So nd 20s graster an 350, you maybe Feaued we ove msec) 3a Did the erganzation have unrelated busines gross income of $1,000 er more dung the year? «ss 3a No 44a At any tie during the calendar yer, di the ogaizaion have an interes In ofa signature or other authorty over, a aa we fara score a fr cosy (oc ss band aceounsectcs sunt oer Prone au b tes" enter the nome ef the erelgh court: Benn ene nnn FORT Manel seen? Seu irene for ng requrcnens for PnGEN Form 118 Report Foreign Bonk and Fann Acsourts (FEAR) Sa Was the organization a party to prohibited tax shlerangacion tary time during the tax yea? Fe 7 © Did any tvabe party not the rganiztion that twas ors a party toa prehbled tax sheer ansacton? =" we i any conton ak mere sot deduce es chortadleconebatone? b Fess organizaton cde wth eer Soltaton a express sate ht uch coebtes or fs were ron secure o 7 Organizations that may receive deductible contributions under section s70(0). a Did the organization receive a payment in excess of $75 made partly ‘as a contribution and partly for > goods and services} 7a No b tes" dd the organization nobly the done ofthe vale ofthe gods or serves provided? 7 € alte aganzaton sl exchange, tes pee fang personal opery fr wh sequel Form S305) ha” Slt exchange, or athernsecspese of taal person sien ae ea re id the organization receive any funds, direct or indret,t pay premiums on a persona benef contract? ze s Ihe organization recived a conrbuton of qualified nallecal prety, id the egoization fe Form 8899 as Feauredd aton tsnved 2 conripaton of aualfe intelectual propery, dd the oa 1 No Wife pana rece coronas, bots, ees, fete vee, he argent le Ferm 5 sponsoring organization maintaining donor advised funds i» oper cise find mated bye Did the sponsring organization make any tavabe dstribtions under section 4866? « oa 10. section 50i©(7) organizations. Ee Initiation fees and capa contibutionsincuded on Pan Vil ne 12. 108 11. Section 501©(12) organizations, Ener Gross income rom members orshareoigers © we eee [Ba © Gros income from other sources (D9 no net amounts due or paid wether sources Spans amounts duc or oceNed Sone) ee ea mower seuss | ay 12a Section 4947(a)(2) non-exempt charitable trusts Is the oreaizton fing Frm 980 new ef Form 3081? | 42a © ten,” enter the ameunt of tax-exempt interest received or accrued during the yar 1 13 Section 501©(28) qualified nonprofit health insurance issuers 2 Is the eroanization licensed tissue qualifies healt plans in moe than one state? ys 138 Note See echo tor wadicnel Maren she organist mst rena on Sched 6 b Enter the amount of reserves the organization ls esuired to maintain bythe states in ch te orgonalon is leraed we aaue gucliied heath plang nn 13 € Enter the amountofresenesonand vv ee et we ee es DBe 14a id the orpnianton reeive any payments for indoor anning series during the tax year? = >> 4a Ne bf “¥es,” hast fled a Frm 720 to report these payments," provide an explanation in Schedule O 1a 15 othe organzaton sujet tote ston 4960 tx on payers) of mare tan $,000,00 in remuneration or excess forachae payment) surg the yest ‘ remuneration of 1s Ne 16 Inthe orgenzationan educational atten subject ote section 4968 excise taxon net investment ncame?. [gg ~ TF Neu Complete Form 420, Senedle o.

Form 990 (2020)

Page 6

MERTLIND overnance, wanapement and Disclosure foreach “Ves” response fo Ines 2 trough To below, and fora “Ho” response Tnes

83, 8b, ar 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

‘Check if Schedule O contains a response or note to any line in this Part VI. - ‘Section A. Governing Body and Management

Yes | No

La Enter the number of voting members of the governing body at the end of the tax year | 1a 5

If there are material differences in voting rights among members of the governing

body, or if the governing body delegated broad authority to an executive committee or

similar committee, explain in Schedule O. 'b_ Enter the number of voting members included in line 1a, above, who are independent

ab 5

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other

officer, director, trustee, or key employee? se ev ee ee te 2 No 3. Did the organization delegate control over management duties customarily performed by or under the direct supervision] 5 t

of officers, directors or trustees, or key employees to a management company or ether person? fo 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was fled? . [4 No 5 Did the organization become aware during the year of 2 significant diversion of the organization’s assets? « 5 No 6 Did the organization have members or stockholders? Fe 6 No 7a Did the organization have members, stockholders, or ther persons who had the power to elect or appoint one or more

members of the governing bocy? vv te tte te Ja No bb Are any governance decison of the orgarization reserved to (or subject to aporoval by) members, stockholders, or | [ 7b No

persons other than the governing body? rr riririnian ‘8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by

the following a Thegoverning body? se ee 8a | Yes b Each committee with authority to act on behalf ofthe governing body? Fe 8b | Yes 9 Is there any officer, director, trustee, or key employee listed in Part Vil, Section &, who cannot be reached at the

organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O . . 2 No Section B. Policies (This Section 8 requests Information about polcies not required by the Internal Revenue Code.)

Yes | No 10a Did the organization have local chapters, branches, or affliates? ©. 2 ee ee eee 03 No IF “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates,

and branches to ensure their operations are consistent with the organization’s exempt purposes? 10b 1a Has the organization provided» complete copy ofthis Form 880 to all members ofits governing body before fing the fom? se . : t1a| Yes bb Describe in Schedule Othe process, f any, used bythe organization to review this Form 990. + ev 12a Did the organization have a written conflict of interest policy? If “No,” gotoline 13. + ss + + 32a | Yes b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to comfite? ee et ee th te nn ee 12b| Yes {Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule Ohow this wasdone. st + vs tt ee tt ee ee et a2c| Yes 13 Did the organization have a written whistleblower policy? - 6. + ee ee ee ee 43 | ves 14 Did the organization have a written document retention and destruction policy? Se 14 Ne 15 Did the process for determining compensation ofthe following persons include a review and approval by independent persons, comparablity data, and contemporaneous substantiation of the deliberation and decision? ‘a The organization’s CEO, Executive Director, oF top management official «5. se 15a| Yes b Other officers or key employees of the organization ©. 2 ee ee ee 15b No If “Yes” to line 15a or 15b, describe the process in Schedule O (see instructions), 162, Did the organisation investin, contribute assets to, or participate in a joint venture or similar arrangement with 2 taxable entity during the year? vee ee ee ee ee ee — [s6a No b IF “¥es,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exemot status with respect to such arrangements? sss ee ee : t6b

‘Section C. Disclosure

17 List the states with which a copy of this Form 990 is required to be fled FL

18 Section 6104 requires an organization to make its Form 1023 (or 1024-8 if applicable), 990, and 990-7 (S0I(e)(3)= ‘oniy) avaliable for public Inspection. Indicate how you made these available. Check all that apply. Town website [4 Another’s website BZ Upon request [1] other (expiain in Schedule ©)

19 Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflct of interest policy, and financial statements available to the public curing the tax year.

State the name, address, and telephone number of the person who possesses the organization’s books and records: MARC MERO 101 E Falth Terrace Maitland, FL 32751 (407) 852-4800

Gorn G00 TI000)

Form 990 (2020) Page 7

‘Compensation of Officers, Directors Trustees, Key Employees, Highest Compensated Employees, Snd Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII» … O Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Ta Complete this table for all persons required to be listed. Report compensation forthe calendar year ending with or within the organization’s tax year

« List all ofthe organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -O- in columns (D),(E), ani (F) if no compensation was paic.

¢ List al ofthe organization’s current key employees, if any. See instructions for definition of "key employee

« List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee) whe received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1098-MISC) of more than $100,000 from the organization and any related organizations.

« List al ofthe organization’s former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations.

«List al of the organization’s former directors or trustees that received, inthe capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above,

1 check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

iin) |e |= |*|8 28 |e ees DIRECTOR o.00l °

BiReCTOR

Form 990 (2020)

Form 990 (2020) Page

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization ©

Yes | No

3 ite orgaiation stay former ofce,crectaor trustee, ke employee or highest compensated employe on

line 1a? IF “Yes,” complete Schedule }for such individual» - - + + + 2 et et ee 3 No 4 For any individual listed on line 1a, is the sum of reportable compensation and ether compensation from the

organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such

Indvilal ose ee ee Lg No 5 Did any person lsted on line 1a receive or accrue compensation from any unrelated organization or individual for

services rendered to the organization?If “Yes,” complete Schedule Jfor such person. + + + + + + + s No

‘Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the orgarization’s tax year. O) @ © Name and business adsrese Description af services Compeneation

2 Total number of independant contractors (including but not limited to those leted above) who received more than $100,000 af] compensation from the organization

————

Form 990 (2020)

Page 9

MERI statement of Revenue

Check if Schedule O contains @ response or note to an

line in this Part Vil.

_ Oo

@) Related or exempt function

Cy) Total revenue

ia) Unrelated business

O) Revenue excluded from tax under sections 512-514

fia Federated campaigns ~

b Membership dues. tb

4 Related organizations id Government grants (contributions) | te

Ff Alather contributions, oi, grants,

damier ameuntaratndoses” | ay Noneash contribution ineuded in 9 nes ta IF

Total. Addlines ttf. 6 6 see

[Contributions, Gifts, Grants. Jand Other Similar Amounts

rn [apf

Fundraising events.» [ae [aa] Lief

65,126

siness Code

2a Presentations

TTD) 7]

300055]

b Foren ateraie

Program Service Reventie

{All other program service revenue.

9 Total. Add lines 20-2, sw

similar amounts)…

S Royalties…

3 Investment income (Including dividends, interest, ana other

4 Income from Investment of tax-exempt bond proceeds >|

Real

(i) Personal

6a Gross rents | 6al

b Less: rental expenses 64

¢ Rental income oF (loss) 6¢|

| Net rental income or (loss). + >

ars

(Securities

(other

7a Gross amount From sles of al beset other thon inventory

Less cost of ter base ond 7B]

¢ Gainor(ioss) [Pe

Net gain oF (loss)

{8a Gross income fam fundraising events (at including. of ontrbutions eiorted on He Ty SeePatIV,neI8

less: direct expenses… [8b

{e Net income or (los) from fundraising events

Other Revenue

Joa Gross income from gaming activites.

‘See Patt ine 19" oa

bless: direct expenses… [9b

{eNet income or (loss) from gaming activities

hnoaGross sales of inventory, less

returns and allowances 104]

Less: cost of goods sold. . [400]

{Net income ot (loss) from sales of inventor

Miscellaneous Revenue 5

jasiness Code

TLacreait card rewards

300059 y| y|

divother revenues

Total. Add lines t1a-11d

12 Total revenue, See instructions

101,209 37,063

4 °

TOR)

Form 990 (2020) Page 10 MERION Statement of Functional Expenses Section 501(6)(3) and 50%(«)(4) organizations must complete al columns, All ether erganiaatons must complete coluran (A Check if Schedule O contains a response or note to any line in this Part IX. : … _ 0 not include amounts reported on lines 6b, @ is} @, Jo, 8b, Sor and 10b of Partie ° Totalenpenses | Progrmsenice | Management and] Fundatsng T Grants and other assistance to domestic organizations and ia 0 omeste governments, See Pat, ne 21, 2 Grants and other assistance to domestic Individuals. See Pan, mean : 23 Grants and other assistance to foreign organizations, forign overnments, and foreign individuals, See Part, lines 15 Et asian enr ane 4 Benefits paldtoorformembers ss se 5 Compensation of current officers, directors, trustees, and ora waa Tm 7308 keyemployets se sn ene tne 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in Section 4959(0)3)(8) meee 7 other salaries and wages… ee ea 70 a5 738 Ta 8 Pension plan accruais and contributions (include section 401 {i and 403(b) employer cortrtions) 9 Other employee benefits 40 Poyroltaes se a Tae cs we 411 Fees for services (non-employees) a Management Le bug cAccounting se ee ee Ent) sa Lobbying fee Professional fundraising services See Part, ine 17 {Investment management fees Le 9 Other (If line L1g amount exceeds 10% of line 25, column =) 308 {B)amount st ine 1ig expenses on Schedule O) 42 Aevertising and promotion ss + + Ta Tae 13 office expenses . 7273 1278 44 Information technology 3,087 102 Ta 7 15 Royalties». 36 Occupancy 2 2 ee aaa a Ta aa Woe 335 335 48 Payments of travel or entertainment expenses for any federal, state or local pub oftals 48 Conferences, conventions, and meetings… BO Interest 3 a 24 Payments to affliates Le 22 Depreciation, depletion, and amortization FEZ) Ta 23 Insurance ss za aH 24 other expenses. Itemize expenses not covered above (Uist miscellaneous expenses In line 24e, If line 24e amount Exceeds 10% of line 25, column (A) amount, list line 246 txpenses on Schedule 0) 2 Bank and CC Feee co a Taxes and Ucerses rc 7 = Does and Subscriptions 77] 1 7 a Allather expenses Toa ro 25 Total functional expenses. Add Ines 1 through 24e Tora Team EY Ta

26 Joint costs. Complete this line only ifthe organization ‘reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.

Check here ® C1 if following SOP 98-2 (ASC 958-720),

Form O00 (2000).

Form 990 (2020) Page 14 MEIEME Balance Sheet Check if Schedule © contains a response or note to any line in this Part IX. _ _.0O a = a = 1 Saino = wm) ad 2 Stung angtanponry coins 6 3 3 Bedgesansgrsrecvabla et sew ew 3 5 Lane negate ay centre ofc rc, iy plan Sel une sinatra s Segre i eae Pa emanate 25% crea 6 ont endar newesRem ath Sead pean nd ner section 4958(F)(1)), and persons described in section 4958©(3)(B) « 6 a] 7 rowamsionsrciatinnet oe 7 B| & rocetorsarae see = Z| % Prepaid expenses and deferred charges Oo son Ling blog and cuenta er cer sic eae aaepasuaSeS (om si b ar sce drei 105 a 2s] 106 as A1) tesinet—piy ade sie a X2 Imsinet ste scr See aR Ine ee 2 13 tmesinet rove, ee Pat ne 2 M4 inane ee a SS Oherset SeePaniinedt oe rs 36_Yotl ane 6 ns {rough 5 (rt ag ine 2) wml as as 7 Aes yaad sed epee re a7 72 8 anssonbe is 19 ewedreame 8 3a 20 Tocenemotoondbbitas eee a 29 Exe erro! or tty Capt Pane Stee 0 a Les npn ty cr ra i, dc, in, Shel ste! Sanyatbe eames 2 sos secre morons note palettes ares. 3 25 Othe lables ecg earl payee fated rd pan, cs ota tet ices 3 Sree rat See 3 2] ovoenizatons tat follow FASB ASC 958, check he @ complete lines 27, 28, 32, and 33. 2/27 Net assets without donor restrictions. 1 + + + ee ww 60,101] 27 Blan secant win dover ecine 28 3] oromnzaton tat do not follow FASB ASC 958,checknere> Cl and 2] Seam 8 gh 3 5]29 Capital stock or trust principal, or current funds Le $]30 _Paid-in or capital surplus, or land, building or equipment fund… 30 G]31 Retained earnings, endowment, accumulated income, or ether funds 31 Elsa romiisineransrernntinsines see SEED us

Form G00 T3050)

Form 990 (2020) Page 12 Reconciliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI. - Oo 1 Total revenue (must equal Pat Vl, column (A), ne 12). ee ee 1 101.209 2 Total expenses (must equal Pax, column (A), ine 25) vv sss 2 157 204 3 Revenue less expenses, Subtract line 2ffom nel vv ve ee we ee ee ee DB 35.395 44 Net assets or fund balances at beginning of year (must equal PartX, ne 32, column (A)) a 30.101 5 Net unveaized gains (osses)oninvestmens vv vt vv ee ew 3 © Donated services and use offacities vv. 3 7 tqvesimenterpenes ss vv ee 7 8 Prior period acustments 3 9 other changes in net asets or fund balances (explain in Sthedsle 0) sv ee ee 2 3 10_Netassets or fn balances at end of year. Combine nes 3 through 9 (must equal Par X, ine 92, our (8) [ 20 584 Financial Statements and Reporting Check if Schedule © contains a response or note to any line in this Part Xi. ._ Oo Yes [Ne 1 Accounting method used to prepare the Form 990: A cash 0 Accrual Dlother I the organization changed its method of accountng from a prr year or checked “Othe Tah Scpeasie 2a Were the ogenization’s ancl statements compiled or reviewed by an independent accountant? 2 No IF es, check a box below to indicate whether the financial statements forthe year were compiled o reviewed on 2 Eeporate bass, consoldated basi, oF sot CO Separate basis CO. Consolidated basis CO Both consolidated and separate basis b Were the orgarizaton’s Financial statements audited by an independent accountant? 2 No IF Yes, check a box below to inate whether te financial statements forthe year were auted ona separate basis, enced baie or both O Separate basis 1 consolidated basis 1 Both consolidated and separate basis € 1F¥e,” tone 28 or 2b, does the organization have «committee that assumes responsi for oversight erthe aust Yeview or Compistn of ts Peel statements and selecton of en maependen accountant? 2 tthe organization changed either ts oversight proces or selection process during the tax year, explain in Schedule © ‘3a As a result of 2 federal award, was the orgaization recuired to undergo an aut or auits as set forth inthe Single ft ket ond OMS Crelos £1337 3a No b “Ves,” id the organization undergo the require aut or ais? If the organization di not undergo the reeuired Dud or suits explain why Schedule © at describe any step taken to undergo such suds 3

Form 990 (2020)

Additional Data

Software 1 Software Version: EIN: 26-2209106 Name: Champion of Choices Inc Form 990 (2020)

Form 990, Part IIT, Line 4a:

‘The Champion of Choles<ehool program focuses on many umely and significant challenges that students ofall ages experience daly, including peer pressure, substance Shuse, ude, bulling, choosing the night fends and gol seting. Dunng alive 60 minute ful prducton presentation, Mare Mero, President of Champion of Chotees, presets 4 poser, cand, and moving ieesage that encouraget students to make meshinglu cholces and pursue ther passions Hs personel snd entertanng sores Shout hs own positive and negative chtces inspire atidents to choose tobe champions

[efile GRAPHIC print - DO NOT PROCESS [As Filed Data -

DLN: 93493107007073]

SCHEDULE A (Form 990 or 990EZ)

Deparment ofthe Teesuy

Public Charity Status and Public Support

‘OMB No, 1545-0047

Complete if the organization is a section 501©(3) organization or a section 2020

‘4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ.

Go to www.irs.gov/Form990 for instructions and the iatest information. ‘Open to Public ‘Inspection

Name of the organization

Employer Identification number

26-2209106

Reason for Public Charity Status (All organizations must complete this part.) See instructions

The organization is nota private foundation because it ls: (For lines 1 through 12, check only one box.)

‘section 170(b)(1)(A)(vi). (Complete Part Il.)

rust described in section 170(b)(1)(A)(vi). (Complete Part I.)

the name,

|A medical research organization operated In conjunction with a hospital described in section 170(b)(1)(A)(

[A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). [A school described in section 170(b)(4)(A)(li) (Attach Schedule E (Form 980 or $80-€2),) /e hospital service organization described in section 170(b)(1)(A)(ii).

i). Enter the hospitals

[An organization operated for the benefit ofa college or university owned or operated by @ governmental unit described in section 170

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

[An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

[An agricultural research organization described in 170(L)(1)(A)(ix) operated in conjunction with a land-grant college or university or a college of agriculture. See instructions. EF ny, and state of the college or university

jon that normaly receives: (3) more than 331/3% ofits support from contributions, membership fees, and gross receipts

from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of Its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975, See section 509(a)(2). (Complete Part II.)

to 20 3°] Ahosptl or a coope 4

a name, and state: 5

a (b)(1)(A)(iv). (Complete Part IT.) so 7

C1 Acommun

a non-land grat 10°] Anorganizai 41] Anorganization organized and ope Rng

more pus 2o complete Part IV, Sections A and B.

’ oO eo ao

ted exclusively to test for public safety. See section 509(a)(4).

[An organization organized and operated exclusively for the benefit of, to perform the functions of, orto carry out the purposes of one or “supperted organizations described in section 509(a)(1) er section 509(a)(2). See section 509(a)(3). Check the box

in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 129

‘Type I. A supporting organization operated, supervised, of controlled by its supported organization(s), typically by glving the supported

organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must

‘Type IL, A supporting organization supervised or contralied in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

‘Type HIT functionally integrated. A supporting organization operates in connection with, an functionally integrated with, its supported organization(s) (see instructions). You must complete Part 1V, Sections A, D, and E.

Type IIT non-functionally integrated. A supporting organization operated in connection with its supported organization(s) thet is not

functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

© [Check this box if the organization received written determination from the IRS that itis @ Type 1, Type IL, Type III functionally integrated, or Type III non-functionally Integrated supporting organization,

Enter the number of supported organizations

Provide the following information about the supported organization(s)

9 (i) Name of supported (il) (ili) Type of | (iv) Ts the organization listed | _(w) Amount of | (wi) Amount of organization ‘organization | in your governing document? | monetary support | other support (see (described on lines (see instructions) | instructions) 1+ 10 above (see instructions)) Yes No ] Total For Paperwork Reduction Act Notice, see the Instructions for Cat. No, 11205F ‘Schedule A (Form 990 or 990-Ez) 2020

Form 990 or 990-EZ,

Schedule A (Form 990 or 990-EZ) 2020 Page 2

‘Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, of 8 of Part I or ifthe organization falled to qualify under Part II If the organization failed to qualify under the tests listed below, please complete Part III.) ‘Section A, Public Support ‘Calendar year (or fiscal year beginning in) >

1 Gite, grants, contributions, and membership fees received, (Do not 129,569] eo,s¢ ra 140 ear sa267 include any "unusual grant.”)

2 Tax revenues levied for the organization’s bereft and ether paid to or expended on its behalf

The value of services or facies fumished by 2 governmental unt to the organization without charge

4 Total, Adé lines 1 through 2 PEEK Ese) Trae FETE aa ORT]

5 The portion of total contrbutions by each person (other than a governmental unit or publicly Supported organization) included on lie 1 that exceeds 296 ofthe amount ‘shown on line 11, column (f).

6 Public support. Subtract ne 5 rom ine 4

Section 6. Total Support

Calendar year 7 5 7 7 ma

‘Amounts from ine 4 PEPE) Exe) EAC] FETE ea EEC]

{8 Gross income from interest, dividends, payments received on Securities loans, rents, royalties and income from similar sources

9 Net income from unrelatee business activities, whether or not the business is regularly carried on

10 Other Income, De not Include galn or

Toss from the sae of capital assets (Explain in Part Vi).

Total support Anes 7 trough 522,993

12 Gross receipts from related activities, ef, (See Instructions) R

First 5 years. I the Form 990 is forthe organization’s first, second, third, fourth, or fifth tax year as a section 503©(3) organization, check

(a) 2036 (b) 2017 (©) 2018 (a) 2019 (e) 2020 (1) Total

495,707

saa} 204] 746

this box and stop heres. vv sv ee ‘Section C. Computation of Public Support Percentage Ya Public support percentage for 2020 (line 6, column (f) diviced by Tne 11, column (H) 14 94,780 % 15 Public support percentage for 2019 Schedule A, Part I, line 14 15 92.930 % 16a 33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/29% or more, check this Box ‘and stop here. The organization qualifies as a publicly supported organization. . Lad b 33-1/3% support test—2019, Ifthe organization did not check a box on line 13 or 16a, and line 15 is 33 1/9% or mare, check this box and stop here. The organization qualifies as publicly supported organization oO

17a 10%-facts-and-circumstances test—2020. If the organization did not check a box on line 23, 16a, or 16b, and line 14 Is 10% or more, and Ifthe organization meets the "facts-and-circumstances” test, check this box and stop here. Explain In Part VI how the organization meets the “facts-and-circumstances” test. The organization qualifies as a publicly supported ‘organization oO bb 10%-facts-and-circumstances test—2019, Ifthe organization did not check a box on line 13, 16a, 16b, oF 17a, and line

15 is 10% or more, and ifthe organization meets the "facts-and-circumstances’ test, check this box and stop here. Explain in Part VI hew the organization meets the Yacts-and-circumstances” test, The organization qualifies as 9 publily

supported organization -o 18 Private foundation. Ifthe organization did not check a box on line 13, 16a, 16b, 17a, oF 17, check thls box ané see instructions »O

Schedule A (Form 990 or 990-EZ) 2020 Page 3 ‘Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part I. If the organization fails to qualify under the tests listed below, please complete Part II.) ‘Section A. Public Support

‘Calendar year

(oF fiscal year beginning in) > 2016 [207 | co2068 [| (2s | (e200 | (teal

Gifts, grants, contributions, and membership fees received, (Do not Include any “unusual grants.")
Gross receipts from acmissions, merchandise sold or services performed, of facilities furnished in any activity that is related to the organization’s tax-exempt purzose
Gross receipts from activities that are rot an unrelates trade or business Under section 513

4 Tax revenues levied for the organization’s beneft and either paid to-or expended on its behalf,

5 The value of services or facilities furnished by 2 governmental unit to the organization without charge

6 Total. Add lines 1 through §

7a Amounts included on lines 3, 2, and 3 received from disqualified persons

bb Amounts includes on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 19% of the mount online 13 for the year.

Add lines 7a and 7b.

8 Public support. (Subtract line 7c from line 6.)

Section B, Total Support

(or fecal yen becteatng in) > (a) 2016 (b) 2027 (2018 (a) 2019 (e) 2020 (® Tota

9 Amounts from line 6.

40a Gross income from interest, dividends, payments received on securities loans, rents, royalties and Income from similar sources,

b Unrelated business taxable income (less section 51 taxes) from businesses acquired after June 30, 1975.

¢ Add lines 10a and 108,

14 Net income from unrelated business ‘activities not included in line 106, Whether or not the Dusiness is regularly carried on.

Other income. Do not include galn or Joss from the sale of capital assets (Explain in Pare VI.)

13° Total support. (Add lines 9, 10¢, 11, and 12).

4 Firat S years if the Form 990 is forte OganiaRON’s WH, S8COnG, dour, oF RH a your a @ econ SOT) OTGRNERTON, check tis box and stop here, >O

‘Section C. Computation of Public Support Percentage 5 Public support percentage for 2020 (ine &, column (f) divided by line 13, calumn () 5

16 Public support percentage from 2019 Schedule A, Part IL, line 15 16

‘Section D. Computation of Investment Income Percentage 37 _ Investment income percentage for 2020 (line 20c, column (f) divided By Tne 13, column (A) 7

418 _ Investment income percentage from 2049 Schedule A, Part Ill ine 17, 18

19a 331/3% support tests—2020, Ifthe organization did not check the box on line 14, and line 15 is more than 33 1/3%, and ine 17 1s noe

more than 33 1/3%, check this box and stop here. The organization qualifies as @ publicly supported organization. . -O b 33 1/3% support tests—2019. Ifthe organization did not check a 0x on line 14 or line 19a, and line 16 is more than 33 1/3% and line 28 is

‘not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization oO

20 _ Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions Oo ES aT

Schedule A (Form 990 or 990-EZ) 2020

‘Supporting Organizations (Complete only if you checked a box on line 12 of Part 1. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box

Page 4

324, of Part, complete Sections A and D, and complete Part V.)

‘Section A. All Supporting Organizations

10a

Are all of the organization’s supported organizations listed by name in the organization’s governing documents? 1 “No,” describe in Part VI how the supported organizations are designated. If designated by class or purpose, {eseribe the designation. If historic and continuing relationship, explain,

Did the organization have any supported organization that does not have an IRS determination of status under section 509 (a)(1) oF (2)? IF “Yes,” explain in Part VI how the organization determined that the supported organization was described In section 509(2)(1) or (2).

Did the organization have a supported organization described in section 501©(4), (5), oF (6)? If “Yes,” answer lines 3b an 3e below.

Did the organization confirm that each supported organization qualified under section 501©(4), (5), or (6) and satisfied the public support tests under section 509(2)(2)? If “Yes,” describe in Part VI when and how the organization made the determination,

Did the organization ensure that all support to such organizations was used exclusively for section 170(¢)(2)(B) purposes? If “Yes,” explain in Part VI what controls the organization put in place to ensure such use.

Was any supportes organization not organized in the United States (“foreign supported organization”)? IF “Yes” and if you checked box 12a or 128 in Part I, answer lines 4b and 4e below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or

Yes

Supervised by or in connection with its supported organizations. Did the organization support any foreign supported organization that does not have an IRS determination under sections

'503(¢}(3) and 509(a)(1) or (2)? ZF “Yes,” explain in Part VI winat controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170©(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines Sb and 5 below (if applicable). Also, provide detail in Pare VI, including (!) the names and EIN numbers of the supported organizations added, substituted, or removed: (i) the reasons for each such action; (il) the authority under the

‘organization’s organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part ofa class already designated in the organization’s organizing document?

Substitutions only. Was the substitution the result of an event beyond the erganization’s control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (i) individuals that are part of the charitable clase benefited dy one of more of ts supported organizations, or (il) other supporting organizations that also support or benefit one or more of the filing

organization’s supported organizations? If "Yes, provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958©(3)©}, a family member of a substantial contributor, or a 35% controlled entty with regard to 2

substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-£2)

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If "Yes,”

complete Part I of Schedule L (Form 990 or $90-E2).

\Wias the organization controlied directly or indirectly at any time during the tax year by one or more disqualified persons, as] define in section 4946 (other than foundation managers and organizations described in section S09(a)(1) or (2))? IF "Yes, |

provide detail in Part VI.

Did one or more cisqualified persons (as defined inline 9a) hold a controlling interest in any entity in which the supporting

‘organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, oF derive any personal benefit from, assets i]

Which the supporting organization also had an interest? If “Yes,” provide detail n Part VI.

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, ang al Type III ron-functionally integrated supporting organizations)? If "Yes,

‘answer line 106 below.

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether

the organization had excess business holdings).

PON STE TY

Schedule A (Form 990 or 990-EZ) 2020

EESTI Suppo

Page 5

1g Organizations (continued)

Has the organization accepted a gift or contribution from any of the following persons? {A person who directly or indirectly controls, either alone or together with persons described in lines 116 and 11c below, the ‘governing body of a supported organization?

A family member of a person described in 11a above?

1A 35% controlled entity of a person described in line 249 or 2b above? If “Yes” to 12a, 11b, or 146, provide detail in Part

Yes | No

iia

Lib

dae

VL. ‘Section B. Type I Supporting Organizations

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majorty of the organization’s directors or trustees at all times during the tax year? IF No,” Gescribe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s ‘activities, If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the Supported organizations and what conditions or restrictions, if any, ‘applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that ‘operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit Carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Yes | No.

‘Section C. Type II Supporting Organizations

\Were a majority of the organization’s directors or trustees during the tax year also a majority ofthe directors or trustees of leach of the organization’s supported organization(s)? IF “No,” describe in Part VE how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Yes | No

‘Section D. All Type 11 Supporting Organizations

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided curing the prior tax year, (i) a copy of thel Form 990 that was most recently filed as of the cate of notification, and (ii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization (6) or (il) serving on the governing body of a supported organ’zation? If No," explain in Part VI how the organization ‘maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described inline 2 above, did the organization’s supported organizations have a significant voiee in the organization’s investment polices and in directing the use of the organization’s income or assets at all times during the tax year? If “Yes,” describe in Part VI the role the organization’s supported arganizations played in tis regard.

Yes | No

‘Section E. Type 11 Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

[C]_ The organization satisfied the Activities Test. Complete line 2 below,

line 3 below.

[D)_ The organization isthe parent of each ofits supported organizations. Compl

[D_ The organization supported a governmental entty. Describe in Part VI how you supported a government ent

Activities Test, Answer lines 2a and 2b below.

Did substantially al ofthe organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If “Ves,” then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was, responsive to those supported organizations, and how the organization determined that these activities constituted substantially al ofits activites.

Did the activities describes in line 2a constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If “Yes,” explain in Part VI the reasons for the ‘organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a mi the supported organizations?If “Yes” or “No” provide details in Part VE.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If “Yes,” describe in Part VI. the role played by the organization in this regard.

rity ofthe officers, directors, or trustees of each of

(ee instructions)

Yes | No

SOAS AT Fa es

Schedule A (Form 990 or 990-EZ) 2020 ‘Type IH Non-Functionally integrated 509(a)(3) Supporting Organizations

Page 6

[1] Check here ifthe organization satisfied the Integral Part Test as @ qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. Al other Type Ill non-functionally integrated supporting organizations must complete Sections A through €.

Section A - Adjusted Net Income

(A) Prior Year

() Current Yea (eptional)

‘Net shortterm capital gain

Recoveries of prior-year distributions

Other gross Income (see instructions)

‘Add lines 1 through 3

Depreciation and depletion

Portion of operating expenses paid or incurred for production or collection of gross income ar for management, conservation, or maintenance of property held for production of income (see instructions)

(Other expenses (see instructions)

‘Adjusted Net Income (subtract ines 5, 6 and 7 from ine 4)

‘Section B - Minimum Asset Amount,

TA) Prior ear

(By Current oor (optional)

‘Aggregate falr market value of all non-exemipt-use assets (see Instructions for short tax year or assets held for part of year)

‘Average monthly value of securities

‘Average monthly cash balances

Fair market value of other non-exempl-use assets

Total (add lines fa, 2b, and 1c)

Discount claimed for Blockage or ather factors (explain in detail n Part VI)

[Acquisition indebtedness applicable to non-exempt use assets

Subtract line 2 from line Id

‘Cash deemed held for exer Instructions)

se, Enter 0.015 of line 3 (for greater amount, see

[Net value of non-exemptiuse assets (subtract line 4 from line 3)

Multiply ine 5 by 0.035

Recoveries of prior-year distributions

Minimum Asset Amount (add line 7 to line 6)

‘Section C - Distributable Amount

Caren Veor

[Adjusted net income for prior year (from Section A, ine 8, Column A)

Enter 95% of line 1

Minimum asset amount for prior year (from Section 8, line 6, Column A)

Enter greater offline 2 or line 3

Income tax imposed In prior year

Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)

‘Check here i the current year Is the organization’ first as a non-functionaly=i instructions)

‘grated Type III supporting organization (see

sae TT

Schedule A (Form 990 or 990-EZ) 2020

Pese7

‘Type 111 Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions

Current Year

4_Amounts paid to supported organizations to accomplish exempt purposes. 4 2. Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in | excess of income from activity 3 Administrative expenses paid to accomplish exempt purposes of supported organizations, 3 4 Amounts paid to acquire exempt-use assets 4 5_Qualified set-aside amounts (prior IRS approval required - provide details in Part VE) 5 6 _Other distributions (describe in Part VI). See instructions 6 7 Total annual distributions. Ad lines 3 through 6. z '8 Distributions to attentive supported organizations to which the organization is responsive (provide 8 details in Part VI). See instructions 9 Distributable amount for 2020 from Section C, line 6 A 10 Line 8 amount divided by Line 9 amount 10

Section E - Distribution Allocations «@

(see instructions) Excess Distributions Pre-2020

Underdistributions

io) Distributable

Amount for 2020

1 Distributable amount for 2020 from Section C, line 6

2 Undersistributions, rany, for years prior to 2020 (reasonable cause required-~ explain in Part VI) See instructions,

3 Excess distributions carryover, any, to 2020:

‘a From 2015,

b From 206,

‘e From 2017.

‘d_From 2038,

‘e From 2019.

Total of lines 3a through €

‘9. Applied to underdistributions of prior years

Th_Applied to 2020 distributable amount

Carryover from 2085 not applied (see instructions)

Remainder. Subtract ines 3g, 3h, and 3i from ine 3h

“ Distributions for 2020 from Section D, line 7 A

‘a Applied to underdlstributions of prior years

bb Applied to 2020 distributable amount

5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 39 and 4a from line 2 If the amount is greater than zero, explain in Part VE. See instructions

@ Remaining undercistibubons for 2020. Subtract ines 3h and 4b from line 1. f the amount is greater than zero, explain in Part VI. See Instructions

7 Excess distributions carryover to 2021. Add lines 3) and 4c.

Breakdown of line 7;

Excess from 2016, yy

Excess from 2037,

Excess from 2038,

Excess from 2039,

Excess from 2020, s+ +

Schedule A (Form 550 or 950-EZ) 2020)

Schedule A (Form 990 or 990-EZ) 2020 Page S

EMRE Supplemental Information, Provide the explanations required by Part il, ine 10, Parti, line 17a or 17; Part Ill, ine a2; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 92, 9b, 9c, 11a, 11b, and 11c; Part 1V, Section B, lines 1 and 2; Part IV, Section Cline 2) Part IV, Section B, lines 2 and 3; Part IV, Section E; lines ic, 23, 2b, 3a and 3b; Part V, line 1; Part V, Section 8 line te; Part V Section D, lines 5, 6, and 8; and Part V, Section E, ines 2, 5, and 6. Also complete ths part for any additional information. (See instructions)

Facts And Circumstances Test

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‘OMB No, 3545-0047 SCHEDULED Supplemental Financial Statements » copes the organtstion naerad “Yano Frm 95, 2020 Part IV, line 6, 7,8, 9, 10, 14a, 11b, Lhe, 14d, 14e, 13f, 12a, oF 12D. Denarment oft Teas Pattach to Form 990. en to Publ thom Rene erie > Go to wuwilrs.gov/Form990 for instructions and the latest information, Inspection Name of the organization Employer Mentification number

CChamsion of Chore Ine

26-2209106

IEMEW Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered “Yes” on Form 990, Part IV, line 6 (a) Donor advised funds (b) Funds and other accounts

Total number at end of year

Aggregate value of contributions te (during year) Aggregate value of grants from (during year) Aggregate value at end of year

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? : Over O no

6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for chartable purposes anc not forthe benefit of the donor or donor advisor, or for any other purpose conferring impermissible

private benefit? O ves 0 no

EENSTH Conservation Easements, Complete if the organization answered “Yes” on Form 990, Part IV, line 7.

1 Purpose(s) of conservation easements held by the organization (check all that apply)

C1 Preservation of land for public use (e.9., recreation or education) C1 Preservation of an historically important land area D1 Protection of natural habitat Preservation of a certified historic structure 1 Preservation of open space

2 Complete lines 2a through 24 ifthe organization held a qualifed conservation contribution in the form of a conservation

easement on the last day of the tax year. ‘the End of the Year ‘a Total number of conservation easements 2a bb Total acreage restricted by conservation easements 2b ‘¢ Number of conservation easements on a certified historic structure included in (a) . « 2e d__ Number of conservation easements included in © acquired after 7/25/06, and not on a historic [2d

structure listed in the National Register

3 Number of conservation easements mocified, transferred, released, extinguished, or terminated by the organization during the tax year

4 Number of states where property subject to conservation easement is located

5 Doss the organization have a written policy regarding the periodic motoring, inspection, handing of vilations,

and enforcement ofthe conservation easements It holds? - Oves Ono

6 _ Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year

7 Amount of expenses incurred in monitring, inspecting, handling of violations, and enforcing conservation easements during the year me

8 Does each conservation easement reported online 2(4) above satisfy the requirements of section 170(H)(4)(8)i) and section £700h)¢4)(8)i)? Dves Ono

9 In Part XIII, describe how the organization reports conservation easements in its revenue an expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s ‘inancial statements that describes the organization’s accounting for conservation easements,

‘Organizations Maintaining Collections of Art, Historical Treasures, or Other Complete if the organization answered “Yes” on Form 990, Part IV, line 8.

‘Ya Ifthe organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, Historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

bb_Ifthe organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

() Revenue included on Form 990, Part VII, line 1 ms

jimilar Assets.

(Gi) Assets included in Form 990, Part X >s

Ifthe organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items:

‘a Revenue included on Form 990, Part VI, line 2 ms

bb_Assets included in Form 990, Part X : : ms Kor Dananuasl Raductlon Act Nolica, aaa the inatnuctiona far Fann 336. San he S00 en

Schedule D (Form 990) 2020 Page 2 ‘Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued

3 Using the organization’s acquisition, accession, and ather records, check any of the following that are a significant use of its collection items (check all that apply)

2 11 Public exhibition

4 1 Loan or exchange programs

4 Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Pare XI

5 During the year, did the organization solicitor receive donations of art, historical treasures or other similar ‘assets to be sold to raise funds rather than to be maintained a2 part of the organization’ callection?. Oves Ono

[ESE Escrow and Custodial Arrangements. Complete if the organization answered "

es" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part

Xx line 21. ais the organization an agent rustee, custodian or other intermediary for contributions or other assets not

Included en Form 990, Fart De One b_1F"¥es" explain the arrangement in Part Xt! and complete the flowing table: Aout © Begining balance, « : : : ra 4 Adaltons during the year… « : 14 © istrbutions during the year te fing balance… : : ra 2a id the organization include an ammount on Form 980, Part X, line 21, for escrow or custodial account labilty?.. Les CI No b_11°ves- explain the arrangement in Part XII. Check here Ifthe explanation has been provides nar xa…

Endowment Funds.

Complete if the organization answered “Yes” on Form 990, Part IV, line 10. (a) Curent year_[_(b) Prior year T (e) Two years back [(@) Tiree vests beck] (e) Four yours back

4a Beginning of year balance Contributions».

Net investment earnings, gains, and losses Grants or scholarships

Other expenditures for facilities and programs

Administrative erpmnees ss. 9 End of yearbalance - . ss se

Provide the estimated percentage of the current year end balance (line ig, column (a)) held a ‘a Board designated or quasi-endoviment ® 'b Permanent endowment ¢ Term endowment » ‘The percentages on lines 23, 2b, and 2c should equal 100%.

3a Are there endowment funds not in the possession of the organization that are held and administered for the ‘organization by: Yes | No

(i) Unrelated organizations (i) Related organizations - b IF Yes" on 3a), ace the related organizations listed as required on Schedule R? 4 Describe in Part XIII the intended uses of the organization’s endowment funds.

EXER tana, suitdings, and Equipment. Complete ifthe organization answered “Yes” on Form 990, Par IV, line 112. See Form 960, Part X, line 1.

Description of property (2) Cs of eas PCB) ot or ter ase) | (@) Acoma deorecaten (@) B00K vas tale.

b Buildings :

€ Leasehold improvements Ts32 3582 7980 d Equipment». ss Ex 3588 EC fe Other

Total. Add ines Ta trough fe, (Colum (@) must equal Form 590, Park, column (By, The TOUT] 7308

Echachda D (Foam 000) 2020.

Schedule (Form 980) 2020 Page 3 [EMRUH Investments—other Securities. Complete if the organization answered “Yes” on Form 990, Part IV, line 11b.See Form 990, Part X, line 12. (a) Description of security or category (e) (€) Method of valuation:

(including name of security) Book Cost or end-of-year market value value

(2) Financial derivatives (2) Closely-held equity interests (3)other

)

ic)

Total (Column (b) must equal Farm 990, Part, col. (8) ne 12) >| ESTtt] Investments—Program Related.

Complete if the organization answered ‘Yes’ on Form 990, Part 1V, line 11c. See Form 990, Part X, line 13.

(a) Description of investment (b) Book value | _(€) Method of valuation

Cost or ené-of-year market value

@ a w

)

Total (Column (8) must equal Farm 990, Part, col(6) tne 13) >|

EXEESY other assets. Complete ifthe organization answered "Yes’ on Form 990, Part IV ine 126. See Form 990, Part X, ine 15. G)Desaiation @)Beskvae

@ @ w

@ co) 0)

Total

Colurnn (b) must equal Form 990, Part X, col(@) ine 15) ee ‘Other Liabilities. Complete if the organization answered ‘Yes’ on Form 990, Part IV, line 11¢ or 11f.See Form 990, Part X, line 25. ra (@) Description of liability (b) Book value

(@) Federal income taxes

@ @ w

@ co)

Tak (Cot (rs eal Form 9 Pa COBY eS] >I

2, Liability for uncertain tax positions, In Park XIII, provide the text of the footnote fo the organisation’s Financial statements that reports the organization’s lability for uncertain tax positions under FIN 48 (ASC 740). Check here ifthe text ofthe footnote has been provided in Part xit1_O) “Schedule D (Form 990) 2020

Schedule (Form 990) 2020 age 4 EEENEIE Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered ‘Yes’ on Form 990, Part V, line 12a, Teal revenue, gains, and other support per auctedfnancalstatemests t Amounts included online 1 but nt on Forrn 990, Pat VII, ine 42 2 Net unrealized gains (loses) on investments. . 2a b Donated services and use offacities s,s sw 2b Recoveries of prior year grants. se se ee ee ee [Be 4 Other (Describe in Pare XI.) re © Add ines 2a through 2d. 20 3 Subtract ine 26 fromm ine 4. 3 44 Amounts included on Form 990, Part VI, ne 22, but not online Investment expenses nt included on Form 980, Part VIL line 75. 4a Other (Describe in Part XI.) ran 4b © Add lines da and 4b ee ee ac 5 Total revenue. Add lines 3 and de, (This must equal Form 990, Part, ne 12)» vw es 3 EERE Reconciliation of expenses per Audited Financial Statements With Expenses per Return, Complete if the organization answered ‘Yes’ on Form 990, Pare IV, line 12a, Total expenses and losses per audited financial statements t Amounts included online 1 but not on Form 990, Par TK, line 25 2 Donated services and use offacities . sw ee 2a b Prior year adjustments. « Loe 2 Other losses. vo ee ee Pe 4 Other (Describe in Par XI.) a © Add ines 2a through 2d. 20 3 Subtract ine 26 fromm ine 4. 3 ‘4 Amounts included on Form 990, Part IX, ne 25, but not on line Investment expenses not included on Form 990, Part VIL, line 75. | 4a Other (Describe in Part XI.) Po ee [ab © Add lines da and 4b ee ac 5 _ Total expenses. Add lines 3 and ez (This must equal Form 990, Pat I line 18.) 3 EEEEEZIE Supplemental information Provide the descritions required for Par I, lines 3, 5, and 9; Par Hi, nes 4a and 4 Par IV, tines tb and 20; Park V, line 4; Park, line 2 Pare

XI, lines 24 and 4b; and Part XI, ines 2d and 4b. Also complete this part to provide any additional inform:

eum teleenee |] Balaraton

‘Schedule D (Form 990) 2020

Schedule D (Form 980) 2020 Page 5.

‘Supplemental Information (continued) Rem fetes | Saaraon

echedule D (Foren

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Schedule L Transactions with Interested Persons OME Ne St 0007 (Form 990 or 990-EZ) | » complete if the organization answered “Yes” on Form 990, Part IV, lines 25a, 25b, 26, 2020 27, 283, 28b, of 28c, of Form 990-£2, Part V, line 38a or 406. ® Attach to Form 990 oF Form 990-2. Departs of te Tesiy Go to wwvw.trs.gov/Form990 for instructions and the latest information. Open to Publi Tame of the organization Employer ldentification number

. 26-2209106 EMER. €xces5 Benefit Transactions (section 501(6(G), secon 50i(@)A), and section SOICEI29) organizations only). Complete ifthe organization answered “Yes” on Form 990, Par, line 25a or 25b, or Form 990-€2, Pat V, line 40b

ry (a) Name of disqualified person (b) Relationship between disqualified person anc] © Description of | (d) Corrected? organization transaction Yes | No

2 Enis the mount of tax incurred bythe organization managers or dlsqualfed persons during the year Unde seston 4958. PS 3. Enter the amount of tax, # any, 0% ling 2,"sbove, reimbursed by the crganization. “LLL LOS

EEEEEEN Coons to and/or From Interested Persons. Comte tte guration crane Yes on om 990-2, Part, line 36a, or Form 990, Par 1, ne 26; or the organization ‘Shots an sroust on Form 990, Far Xs ne 22

(a) Name of | (b) Relationship |© Purpose] (d) Loan to or from the ](e) Orginal] (f) Balance | (g)in | (mh) @ Weiter Interested person) with organization] of loan ‘organization? principal | due | default? [Approved by} agreement? ‘amount board or ‘committee? Te From Yes[No| Yes | No |¥es] No (Mare Mero [President lcovibis x 707000] woe No] Yes Yes relief Total bs 10,009]

EXMES0T Grants or Assistance Benefiting Interested Persons. Complete if the organization answered “Yes” on Form 990, Part 1V, line 27.

(a) Name of interested person] (b) Relationship between | (e) Amount of assistance | (d) Type of assistance | (e) Purpose of assistance Interested person and the ‘organization

Pra TTT

SSTUGN AGE atinar see the Thetiantioe

TUS OE Ce SOR Sheduet none

————

Schedule L (Form 990 or 990-EZ) 2020

Page2

IEEHEW] Business transactions Involving Interested Persons.

Complete if the organization answered “Yes” on Form 990, Part IV, line 28a, 28b, or 28c.

{a) Name of interested person

(b) Relationship

(©) Amount off

(d) Description of transaction | (e) Shanna

between interested ‘vaneaction of person and the lorganization’s organization revenues? Yes | No Mare Mero President 35,876 |Fair market rent paid by No

lorganization

EEEENU Sep piementar intormation

Provide additional information for responses to questions on Schedule L (see instructions)

Return Reference

Explanation

SE Ey

[efile GRAPHIC print - DO NOT PROCESS [As Filed Data —

j3493107007073]) ONS No. 1545-0047

SCHEDULE O Supplemental Information to Form 990 or 990-EZ (Form 990 or 990- ee tate provide intonation tor renponsr oop oust 2020 EZ) Form 990 or 990-E2 or to provide any addi

Attach to Form 990 or 990-E2. ‘Open to Public Deporte of te Tey >» Go to ww. irs.gov/Form880 for the latest information. inspection ieameletheoigarieation Employer Wdentification number

Champion of Chotes Ine

26-2209106

990 Schedule 0, Supplemental Information

Return Explanation Reference

Form 990 | Form 990 is provided to the President and Members of the Board as a draft for their review governing | prioro filing the return with the IRS, if there are any changes, the CPA preparing the

ody review | 990 makes the necessary changes and provide the Board with an updated draft. Once the 990 Part Viline | has been approved by the Board, itis electronically fled with the IRS by the CPA and ac

1 py sent to the Organization,

990 Schedule 0, Supplemental Information

Return Explanation’ Reference Confit of | All officers and Directors sign a conflict of interst policy at the beginning oftheir ter interest 'm, Any changes in their stalus must immediately be brought to the President, Any Board mem policy ber with a conflict of interest, however slight or far removed, in a matter before the Boa compliance | rd, shall isqualfy themselves from discussing or voting on the matter and shalinot use t Part Viline | heir personal influence on the matter 120

990 Schedule 0, Supplemental Information

Return Reference

Explanation’

(CEO ‘executive director top management comp Part VI line 15a

The Board annually reviews and approves the compensation of the President, During delibera tions, the Board uses comparability data and contemporanecusly substantiates the decision,

990 Schedule 0, Supplemental Information

Return Explanation’ Reference

‘Governing | The Organization makes is governing documents, conflet of interst policy, and financial statements available to the public upon documents | request

etc available

to public Part Viline 19

990 Schedule 0, Supplemental Information

Return Explanation’ Reference

List of other | Payroll processing 308 fees for

‘expenses Part IXline 11g

990 Schedule 0, Supplemental Information

Return Explanation’ Reference

List of other | Other expenses - All program servicesAuto 836Repair and maintenance 2757Secunty 1565Shipp

expenses | ing and postage 483Software 1225Subcontractors 700Supplies 2064Stationery and Printing 298

Part iXtine | Tools 94Total 10022

'2 Ghack appropiate bax tor fears tx cnastieaton oe parace whcue name is entered on ine 1. Check only ne f the totouerg sever Boxe CO testtectate

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hge-member LS

CO Unies taetny company. Enter he tx camesicaton (C-C comparator, SS comparator, -Parmentac >.

Motes Check the appropriate box in te few stove forthe tax ciaseiication of he sncie rmamber owner. Da not check LC fe LLC ie clamstie’ as a engi cmamber LLC tht is Gerecarced tom the owreruriens the owner of he LC is other LLC tut ie not Gerwgardes fom the owner fr US. federal tx purposes. Otherwinn, 2 srgie member LLC that]

“4 Beamptons (oades aopiy ey ‘ceri erates, not rdwcvals, soe ‘Pemuctons ce page 3

Eames puree cock ary

‘Gxampton fom FATCA reporting code ft ary

Cte twee insrucatonas >

|e Gereparced trom the owner shoud check the appropiate Dox tr the tax casatication ot is owner.

roc earn mares 8

3 Acree jromber, erect, ard apt or ete na) Ses ramuctone 2615 George Busbee Parkway Suito 11-289

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7 Tat acon rambarl hae pana

“Taxpayer identification Number (TIN)

Enter your TIN in the appropriate box The TIN provided must msich the name Given on ine 1 to avoid

backup withholding. For incividuais, this is generally your social security number (SSN). However, for 2

1, 300 the instructions tor Part, later. For other you Go not have a number, see How to get 2

resident allen, sole proprietor, or disregarded cation, Rio Your enyieper intoaion neste

Note: It he accourt is In more tan one name, see ihe Fistructions for line 1. Also see Whet Name and ‘Number To Give the Requester tor guiseiines on whose number to enter.

Socal cari ame

2\2)0/ 9) 1) 06

GE _ Certification

Under peattos of parry | orily that

The number shown on this form is my correc taxnayer identtication number (or lam wathg for a number © be issued t9 mo: and
Lam not subject to backup withholding because. (a) | am exemat rom backan wathatding. o () | have pot buon nated by fhe Inara Rewore ‘Senéce ORS) thet | am subject to baci withholding as 2 resut of tala 1 report all tarest cr dividends, or (¢) ro FAS has noted me that | am

1 longer subject to backup withholding, and 3. 1am a U.S. ctizen oF other U.S. person (defined below}; ant

The FATCA code(s) entered on this form ff any) indicating tat | am exempt fom FATCA mporting is cormct. Certitcation instructions. You must cross xt tam 2 abows #f you have been noted by the IRS thet you are curently subject to backup withholding because you have taled to report a interest nd Gvdends on your tx rum. For rea state transacting, Rem 2 does not apply. For mortgage intrest ped, ‘icqustion or snercormert of secured propery, cancelation of Get, cortisone to an individual retromert arangemert (RA), and general,

(oer Pan teres ard Gvdence, you are POF aQUTEG tO 37

payments the certiioetion, but you must provide your comect TIN. See the netructions for Pat Hi later.

Sign Here

opener /) Lin. Me —

oer /- /* 2p d3

General Instructions

‘Section references are to the Internal Reverue Code uniens otherwise noted.

Future developments. For the latent information about developers ‘elated to Form W-9 and its instructions, such as legisation enacted ‘after they were published, go 10 www.ie goviFomWS.

Purpose of Form

[a inca or entty Form W-9 recuestat) who 's required i Be an ‘information reten with the FS est obtain your Core: Spay identification number (TIN) which may be your social security number

‘Form 1099-D1V fvidends, inctuding those from stocks or mutual

Form 1008-MISC (various types of income, prizes, awards, or gross procescs)

‘= Form 1098-8 (stock or mutual fund sales and certain other ‘warsactons by brokars)

‘Form 1096-S (proceads trom real estate transactions}

Form 1099-K (merchant card ind third party network transactions)

Highlands Juvenile Detention Alternatives Program

980 Valley Drive Suite #3

Bristol, VA 24201

Phone- (276) 669-0818

FAX- (276) 669 6954

E-Mail- [email protected]

June 20, 2023

To The County Administrator/City Manager:

A resolution has been sent to each of our participating

localities with a resolution from the Virginia Juvenile Community Crime

Control Act (VJCCCA). This resolution is the same as has been in effect

since the last resolution VJCCCA has on record from May 2, 2005. The

only difference is that in Part 1, asking that if/when this locality

should decide not to participate and accept funding from VJCCCA, the locality notifies the Department of Juvenile Justice, in writing, they

wish to do so. By signing this resolution, it will remain 1n effect

until the locality decides to drop out of this program.

This resolution is flexible enough to allow Appalachian Juvenile

Commission to adjust our plan, in accordance with plan revision

policies, throughout the life of VJCCCA without bringing the revised

plan before each local board.

Again, enclosed is said resolution as well as a stamped return

address envelope to Highlands Juvenile Detention Alternatives Program.

These resolutions will be sent to VJCCCA who, in turn, will send to DJJ

for record. Should you have questions concerning this matter, please

contact Melisa Furtado, Regional Program Coordinator for VJCCCA

Community Programs at 804-298-5259 or at

[email protected]. Your attention to this matter is

appreciated

Sincerely,

Program Supervisor

Highlands Juvenile Detention Alternatives Program 980 Valley Drive Suite #3 Bristol, VA 24201 Phone— (276) 669-0818 FAX- (276) 669 6954

E-Mail- dapbunch@bvunet .net June 20, 2023

To The County Administrator/City Manager:

A resolution has been sent to each of our participating localities with a resolution from the Virginia Juvenile Community Crime Control Act (VJCOCA). This resolution is the same as has been in effect since the last resolution VJCOCA has on record fromMay 2, 2005. The only difference is that in Part 1, asking that if/when this locality

should decide wot to participate and accept funding from VJCCCA, the locality notifies the Department of Juvenile Justice, inwriting, they

wish to do so. By signing this resolution, it will remainin effect until the locality decides to drop out of this program.

This resolution is flexible enough to allow Appalachian Juvenile Commission to adjust our plan, in accordance with plan revision policies, throughout the life of VJCCCA without bringing the revised plan before each local board.

Again, enclosed is said resolution as well as a stamped return address envelope to Highlands Juvenile Detention Alternatives Program. These resolutions will be sent to VJCCCA who, in turn, will send to DJJ for record. Should you have questions concerning this matter, please contact Melisa Furtado, Regional Program Coordinator for VJCCCA Community Programs at 804-298-5259 or at Melisa.Furtado@djj .virginia.gov. Your attention to this matter is appreciated

Sincerely,

Navid C. fins

Program Supervisor

Resolution of Russell County Combining The VICCCA Funding for the Counties of Washington, Smyth, Lee, Scott, Wise, Buchanan, Dickenson, Tazewell and Russell as well as the Cities of Bristol and Norton

Whereas, Russell County has been the recipient of State funding from Virginia Juvenile Community Crime Control Act (VJCCCA) for the past eighteen years and:

Whereas, this program, in conjunction with ten other jurisdictions, has been jointly administered by the Appalachian Juvenile Commission and by Washington County as fiscal agent, and:

Whereas, this Commission will serve as the distributor of funded programs to those localities participating:

Now, Therefore Be It Resolved by the Appalachian Juvenile Commission:

|. The Appalachian Juvenile Commission will participate in the VJCCCA and accept funds appropriate for the purpose set forth in this Act until it notifies the Department of Juvenile Justice in writing, that it no longer wishes to participate.

Russell County will combine with the counties of Smyth, Tazewell, Lee, Wise, Buchanan, Dickenson, Washington and Russell as well as the Cities of Bristol and

Norton to form one combined plan with Washington County acting as the fiscal agent.

8, The County Administrator of Washington County is hereby authorized to execute a local combined plan on behalf of said localities

Resolved:

Lonzo Lester Attest: County Administrator Russell County, VA

Large Tire Sidewall Cutter

BCA Industries

SWC100 Portable Semi Tire Side Wall Cutter Gas $36,500

Eagle International

TUF-Cut Tire Cutter Diesel $44,674

Desco

Model 2500 Gas $71,900

4330 W. Green Tree Rd. Milwaukee, WI 53223 Ph (414) 353-1002 Fax (414) 353-1003 BO CA BCA-Industries.com 2) Building equipment that works hard for you!

SWC100 PORTABLE SEMI TIRE SIDE WALL CUTTER

BCA’s semi tire sidewall cutting system is revolutionizing the business of cutting semi tires. Speed and safety all in one machine. Make your operation more profitable!

SWC100 Processes:

17.5, 19.5, 22.5 and Supers.

17” and larger light duty truck.

SWC100 Advantage:

Automatically lifts tire (reduces operator fatigue).
Cuts both sidewalls in 35 seconds (100 tires per hour) Operator stays clear of blades while operating Computer controlled (reduces operator risk and error)
Tool steel A2 blades (65 rockwell)
Replaceable AR400 mandrel inserts
Gas EFI, Diesel or Electric options
Portable or stationary options

4330 W. Green Tree Rd. Fee @BCA Milwaukee, WI 53223 @ INDUSTRIRS

Ph (414) 353-1002 Fax (414) 353-1003 BCA-Industries.com

Building equipment that works hard for you!

SWC100 SPECIFICATIONS

PORTABLE/ GAS

FUEL, GASOLINE 5 GALLONS: HYDRAULIC OIL. 46 WEIGHT 5 GALLONS: ENGINE KOHLER CH749 26.5 HP EFI WEIGHT 2400 POUNDS: TRAILER, LENGTH 129 INCHES. TRAILER WIDTH 79 INCHES TRAILER HEIGHT. 68 INCHES STATIONARY/ ELECTRIC HYDRAULIC OIL 46 WEIGHT 5 GALLONS: MOTOR 240/460 VOLT 3 PH 15 HP. WEIGHT 2300 POUNDS, BASE LENGTH 72 INCHES BASE WIDTH 61 INCHES BASE HEIGHT. 61 INCHES.

120317

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ents

-—— 0.780 ———

= M Gmail Q Search in mail

Compose ail ‘Cumberand Pateau Reponel Was Mar 135 Highland Dr, Suite Inbox 1 Lebanon, VA24268 chat Saved fice 276:85.5403 Mobile 276.698.9414 Snoozed Website: wa conuma.com Spaces Sent ; _ ~ om: [email protected] john @bea-industies.com [email protected] ect From: | is

Sent: Tuesday, June 6, 2023, 4:47 PM ‘or iobyadwards@buunetlobyedwards@bvunet

Labels ‘Subject: BCA Sidewall and Shear information

brian Fergusonpst roby ess in tached formation and video nk boo, SHC Gas poral $9850 and the Stoney Elec 4800

county

eleted tems Sea veel buyer general rp an erty ale fr you ow 1800 seal (lan ct and pay you Beh Up and lave yous emp Fed em bo

eo Danny Nala 1-890-5815888 naerDuidenon ca

brats

a Norn Moyers and asoclos 188-623-6209 [email protected]

Inbox Eat ony:

unk al

Safely cuts ties up 23.5/25, 12 ply. Portable

Weight 5,650Ibs(2,662kq) _| 4,650Ibs(2,109kg)

Specifications

Tuf-Cut Tire Cutter

to and including

Stationary

Height 69 1/2" (177¢m)

Width 76 1/2" (1940

Portable Unit sm) 68 1/2"(174cm)

Length 201" (611m)

140" (8550m)

Hitch 2" Standard Ball None

Axles Single None The patented Eagle Tuf-Cut adds flexibility to your total tire Susp. _ Rubber Torsion insert | None cutting system by providing you the opportunities of accepting Wheels 16” None tires up to 23.5/25, 12 ply into your system.

Brakes 2 Wheel Electric None The unit also allows your systorn to cut two or three tires at

Cycle one time, yielding 50-60 truck tires per hour or approximately

5 15 Seconds

Ime. 2,000 Ibs. of tire per hour.

ae 2,900 ps! The Tul-Cut come standard with a tire lift and extension rollers to handle the larger tires. The Tut-Cut is available as a portable or

Diesel Speen stationary unit and can be powered by electric, diesel or gasoline

Gas 20 HP Kohler

Electric 15 HP

Blade ee atiaEl

hs 3/4" x3" x 36

Rotatable

Blades see

Roller-Bed 2.6/8" - Manual

Adj, Cutter

Bar Guides Sender

Tire Litt Standard

Bed Roller

Extensions lander

Eagle International - 825 Main Street - Lyons, NE 6!

(605) 242-5213 - Toll Free: (800) 755. Fax: (402)

Vebsite: www.eagle-equipment.com — Email: [email protected]

Brehmer Mfg. Inc.

825 Main Street_Lyons, NE 68098 QUOTATION

(800) 755-8473 (605) 242-5213 41638 somes

Fay (A09\ RA7-9RBR, srszazs 2450 PM

SOLD TO INFORMATION SHIP TO INFORMATION ae ( Toby Edwards } cal } ouer( ) cal ) censeey Cumberland Waste Authority J) eames ) satel nasal } ow (Lebbanon Y es( Vina j on = J can (USA el 7 cou ) »f ) Prone ( 276-883-5403 } em J) rien ) vm msi todyedwards@bvunet ena J Print PDF Duplicate. CRM ~—- MACHINE SALES INFORMATION cm() OC) ulpment Mode Equpmantmotily Equipment rover ly Unt Pice__———Oicount__ Extended Eagle Tul Cut Stationary Diesel 1| $42,195.00 $42,198.00 Eagle Tuf Cut Portable Diesel 1_| $44,674.00 $44,674.00 Eagle Tut Cut Stationary Diesel +| $28,734.00 $08,731.00 Eagle Tuf Cutt Portable Diesel +|[s93,719.00 $99,719.00 PAYMENT TERMS: | Net (30) Days DELIVERY substout| $269,319.00 funda ue Date: ate Dowapayient sii: Boman» | $269,319.00 a Freight tus tapes aaa] heiiore sates Rep Ema | aninonvbrehmer com —) Seias| $269,319.00

This Quotation is for: a

(1) Eagle International Stationary Tuf Cut supplied with a 23 HP Isuzu Diesel engine. (1) Eagle International Portable Tuf Cut supplied with a 23 HP Isuzu Diesel engine.

(1) Eagle International Stationary Tuf Cut Il supplied with a 50 HP Deutz Diesel engine. (1) Eagle International Portable Tuf Cut Il supplied with a 80 HP Deutz Diesel engine.

actines wil be Hace te eaimen productn sche upon rece of a saad Purchase Areement anh required downpayment, ‘Amante andtaing CD’s lbs povess upon spn a he macs od

sds ia oan er rina ie peo ppd ae ed lo Se Ee oa Seipeiot eb neo chtsesad nape pectoral wna afer conc vasa

rahmer Seles Representa Signature te ‘Auhiod Purchasers Signature ate

‘This QUOTATION ls valid fr (80) days rom the date sled under the Sales Representatives signature. Prices wil be held fim through the validity date and are subjact to change thereafter Al prices ate stated in U.S. Doar, Please visi wv. aagto-equipmentcom fo urher product information,

800 344 0814

HOME

DESCO INC

FINANCING & WARRANTY

Tire Cutters 2500 - Portable Tire Shear

800 3440814

Model 2500 - Tire Shear Portable

18 HP gas motor with electric st:

+3400 RPM - Salami double pump

Shear Capacit Off Road - Tires

Shear Cycle Time: 13-15 seconds
De-rimmer Cycle Time: 11 seconds

ight truck - passenge

mi - Farm Tractor - Road ¢

De-rims up to 16.5" rims
Adjustable rim plate

6/45/23, 10:41 AM Russell County Mail - Fwd: DESCO Model 2500 & 2908 Tire Shear

Mi Gmail Brian Ferguson <brian [email protected]> Fwd: DESCO Model 2500 & 2906 Tire Shear

1 message

Toby Edwards [email protected] Tue, Jun 6, 2023 at 10:45 PM

To: Brian Ferguson [email protected]

Toby F. Edwards, MsED.

Executive Director

Cumberland Plateau Regional Waste Management Authority 135 Highland Dr, Suite C

Lebanon, VA 24266

Office 276-883-5403

Mobile 276-698-9414

Website: www.cprwma.com

From: shirley.smith desco-usa.com [email protected] Sent: Tuesday, June 6, 2023, 7:04 PM

To: [email protected] [email protected]

Ce: shirley.smith desco-usa.com [email protected] Subject: DESCO Model 2500 & 2906 Tire Shear

Cumberland Waste Toby Edwards

135 Hiland Drive Lebanon, Va. 24266 276 883 5403

Due to “current world wide” circumstances…orders may be delayed. As a Company, Desco Is experiencing delays from our suppliers. PLEASE NOTE: These delays are out of our contro! We apologize in advance, if your order is delayed.

DESCO’S top priority is "our customers’!

Be assured yourDESCO Unit will be expedited as quickly as possible.!

Good Afternoon Toby,

Thank you for your inquiry.

Desco Units are the most durable machines on the market, Constructed Heavier and "Trouble - Free’ Made the old fashioned way!

Entirely - US MADE

|htps:/mai. google.corn/mailu/0/7ik=cafeste85e8view=pl&search=all&permthid=thread-17680102011285295678simpl=msg-:1768010201128529567 1/5

6119/23, 10:41 AM Russell County Mail - Fwd: DESCO Model 2500 & 2908 Tre Shear

Mr. Smith was quoted as say’ “Anyone can make a machine, but will it be working

in 5 - 10 - or even 25 years?. … or parked in the trees?" Desco has a track record

of years and years and “years”, of “on the job" usage daily!!! DESCO SAVES YOU MONEY !! DESCO MAKES YOU MONEY ! You can purchase “cheaper”

But "NOT w/ the endurance!

_shbtrbbababiinbiiiabbiniiibiniishisiihiniinisbinibiiinisiainiinisiisiiaii

MODEL 2500 - TIRESHEAR - Portable Gas 23 HP wi Electric Start

$71,900.00 US Dollars

Passenger, Lt. Truck, Semi Tires,

I Farm Tractor Tires, & Road Grader Tires. Features: One Man Operation

13 to 15 Second Cycle time

Capabilities: Passenger, Lt. Truck Tires,

Semi Tires, Non Radial Farm Tires,

Road Grader Tires, Farm Implement Tires

Model 2906 - Tire Shear - Portable

List Prics $77,900.00 US Dollars

30 HP Gas Motor w/ Electric Start

Features: One man Operation

13 to 15 Second Cycle Time

Portable - Cuts:

Donut, Passenger, Lt Truck, Off Road, Semi Tires, Radial Farm Tractor Tires, Road Grader Tires,

” “Super Single Tires” YES Back Hoe Tires"

Return on Investment. (using the 2906 as an example)

USE YOUR FIGURES

150 SEMI TIRES TO DISPOSE OF

@ $7.00 DISPOSAL FEE =" $1,050.00 …( )_(A),

Weight of Semi Tires approx. 82 Ibs X 159 qty. = 6.15 ton

6.15 x $30.00 per ton = $184.50 cost for garbage disposal

Fully burdened monthly cost after… the first 3 hours:

Cost of Equipment ( approx. lease or bank payment)… 700.00

Garbage Hauler. . $ 184.50 Labor can do 50 to 55 Semi Tires per hour (quartered)

3 Hours X $20.00 labor fee for two men… $120.00 Fuel - 3 gallons X $2.50 per gallon …=. $ 7.50

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6118/29, 10:41 AM Russell County Mall - Fwd: DESCO Model 2500 & 2906 Tire Shear

(2) $1012.00

(1)$1,050.00 - (2) $1012.00 = $38.00 left over w/ 3 Hours of Labor & 150 Semi Tires.

Equipment LEASE or Bank payment is made

2 YEAR - Warranty (1/1/2014) (Not Blades) Ifa problem occurs… 1, Customer calls Desco Inc.

Desco discusses problem w/ Customer.

Customer may be asked to send photo’s of problem by email or cell phone. If new component is necessary…

DESCO pays for new component.
Customer prepays cost of shipping,
Customer ships old component to Desco. w/in 30 days or *Customer will be charged. LEH ISIS III OI IIA HII IIA

Blades are Heat Treated…(hardened) … (Can be used 4 times)

As when Unit arrives.)
Blades can be turned over…
And then…end for end 4, And turned over again.

Freight costs TBD… for all Portable Units. «due to volatile fuel pricing. Customer may arrange for shipment.

Units ordered, require full payment w/ placement of order,

by ACH or Bank Wire Transfer. CUSTOMER IS UPDATED - PROGRESS OF UNITS. Units approximate shipment 90 to 120 days, From date of receipt of monies.

(very - possibly earlier shipment ready.)

TEBE SEES SISSIES OBIS S SEIT ISI IIIS IIE

REFERENCES: Contact Person: Sam Bass - 419 545 3228

Called 4/16/2020 - Sam Bass called 4/16/2020 needing replacement hexagon

bolts. 1 inquired how he felt about his machine.

https:/Imail. google. com/maillul0l?ik=cafeo/885e8view=pi&search=all&permthid=thread-(:1768010201128529667 8simpl=msg-f:1768010201128529567

6/15/23, 10:41 AM Russell County Mail - Fwd: DESCO Model 2500 & 2906 Tire Shear Quote: fery satisfied w/ the Unit - I’ve had it about 15 years", 1 had to replace the motor once, | wore it out". | asked if he would mind being a reference. His reply -" Sure I’ll talk to anyone".

| ei bin a nnibinenbi bb bERHHEE BE EEEEDEDER HEE EEE EERE SSUES A EEE

California Soils: MODEL 4000 -Purchased - 2005 - Westly, Ca. Contact Person: Jason Winters - 205- 595- 2185.

Quote: (5/3/2020)" The machine has been a great one,

and the Company has been very good to work with.” In 2015 his quote was - “We use it every day, - it has cut up thousands of tires.”

ISIS SSSI S SISSIES ISIS ISIS SSIS SISSIES III II

Raymond Klingerman’s:

Model 2500 - Purchased 2001 - Austin, Tx.

Contact: Tom - Mgr. - 512- 892- 3737 - (5/03/2020 quote )

Quote: "It has been an outstanding piece of machinery!

1 have been here a little over 15 years, and its been here before me.”

“Yes, | would recommend a Desco Unit.”

THEI SSIS ISIS IIIS SISSIES SISOS ISIE EIS IS SO SOI ISIAH Deffenbaugh- Waste Mtg. , K…C., Ks.

Purchased Model 2906 - 2012

Spoke to N. Canfield in 2015, his reply was , “I have not personally used the Tire Cutter, but on a warranty item, we had had, you and your Engineer were exceptional in solving the matter… based on that, I’d say Desco is great in my book”.

The Tire Shear Operator’s reply was "The Tire Cutter does a dang good job. We cut up tires every two weeks, and it just keeps cutting up tires w/ no problems whatsoever…ever! It does a dang good job”. Jeoaobiainiiriioobioiob coda aoa AAS ISS AOE RSE RI AO Financing or Leasing…

If… you would choose to finance…

DESCO Inc. works w/ First Citizens.com

Call: David Duquenne

Strategic Account Specialist

David Duquenne david.duquenne@firstcitizenscom 603 501 1057

W/ Best Regards SAS

SAS 800 344 0814 641 938 2193

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fo US. Tire vy Recycling

dey!

ROUTE SERVICE AGREEMENT

Contractor: U.S, Tire Reoycling Partners, L.P, 6322 Poplar Tent Road Concord, NC 28027 Phone: 704.784.1210 Fax: 704.784.4716

Customer Status: (EE New Customer [Jesistng-New Agreement [J Exstng-Agreement Renewal [_] Price Change [[] Service Change

Contract Customer /Invotea to:

‘Customer Account Number:

Cuslomertlame: Cumberland Plateau Waste Management Authory FENNo:

Aides 485 Highland Drive, Suite

iy and Stale: Lebanon, VA Zpcade, 24266

Conny Russell

Phone Number, (276) 698-9414 Fax iumber

Mal Ades:

‘Check One: Proprietor] Partnerstip[] Com L] ‘Slate of incorporation:

NamecPincpa; Toby Edwards Tite: Exeeculive Director

Sore: Colecon, ating, tanspotaion, press, reryeing andor dsposl of Customer’ usd tes

Servic Location:

Smeg Location Name: Russell County Transfer Station Address: 1786 Century Farm Road a. City and State: Castlewood, VA TipCode: © 2422 Dy _Penotnbee (276) 698-9414 Fax Number:

Mal Ades:

‘Service Contact: Toby Edwards Tite: Executive Director

EXfectve Date of Service, 6/26/2023, Tem: WA. Estimated Volume: PTE permanth

Estimated Capac, 1500, res

Sorvca Fos (Subject to annual adjustment pursunt to Secon of tho atached General Conditions):

Pessonger Tres: 8 pertio Passenger Tre wR: § pertio oy ain $___patie Lire Tew: per A eral $1500 prio tage tut Tee Rin; $30.00 prt

SipersingleltipexTivs: $28.00 __perte $__perte

$__ pert

Auta Tres: 8 pectie

Sma 0.75 bs, $__pertio iru Fe: $2250.00 pervist

‘Medium: 76-150 os. S__pertie

‘Large 151-226 bs. $100.00 _per tire Curent Diesel Fuel 10 ‘ofbiled revenues.

Yelage: 225-300 bs. $___ partie Sucnange cokenasges:

900+ Ibs, $550.00 _ per TON

Conner Drop Fae: 8 Continer Rent 8

Fret {. Enionmentsfee: $25.00

Biling Toms: Cees

(Customer tonal below)

‘Special Conditions:

Pricing based on one time cleanup 2, CVustomer agree to provide credit card hold prior to servica v Case Sgt: cama ots: snap Pint cusoner Nae and Te: Conta Sgate Wad ae; 8/28/023 ‘(Authorized Represenlative)

pint ContactorName and Tie: Rick Payne {| ints/Sales Manager

. sar) See Fein bt on “oa ively, ttnaed otectonsperwee Oh Cle Cs Cs Os Cs Or

ae totwedty,tenewey: Clewis levis Lvs [lous Clos Cowen

” -Routed# if known___

cebu 2022 Standort For

Page 1 of3

Purchase Agreement

THIS PURCHASE AGREEMENT (the Agreement") dated this 5th day of July,

2023 BETWEEN:

BCA Industries inc 7026 N Teutonia Ave Milwaukee WI 53223

(the 'Seller’)

OF THE FIRST PART

AND -

Lowre Lestet Brian-Ferguson Russell County Solid Waste 137 Highland Dr Suite A Lebanon, Virginia 24266

(276) 210-5920

(the 'Purchaser’) OF THE SECOND PART

IN CONSIDERATION OF THE COVENANTS and agreements contained in this

Purchase Agreement, the parties to this Agreement agree as follows:

Purchase of Goods

‘The Purchaser will purchase ftom the Seller the following goods (the ‘Goods’) (1) BCA Industries SWC 100 Portable Gas Hydraulic sidewall remover. 26 HP Kohler engine or equivalent with included hydraulic power supply for lift, cutter and drive motors.

COO provided for Title Including 1 extra set of knives.

Purchase Price

The Seller will sell, transfer and deliver the Goods to the Purchaser , upon signed receipt of purchase agreement and down payment. The Purchaser will pay to the Seller the sum of $36,500.00 ( Thirty Six Thousand USD) for 2 week lead time for paid as follows: a. Payment of $ 36,500,00 USD Payment by bank draft or check honored as required in clause 4 of this Agreement upon pick-up.

b. Freight for equipment purchase by purchaser and TBD,

The Seller and the Purchaser both acknowledge the sufficiency of this consideration. In addition to the purchase price specified in this Agreement, the amount of any present or future sales, use, excise or similar tax applicable to the sale of the Goods will be paid by the Purchaser, ot alternatively, the Purchaser will provide the Seller with a tax exemption certificate acceptable to the applicable taxing authorities.

‘The Purchaser will make payment for the Goods at the time when, and at the place where, the Goods are received by the Purchaser or, in the alternative, when any document of title or registrable bill of sale, bearing any necessary endorsement, is tendered to the Purchaser.

Delivery of Goods The Goods will be delivered to the Purchaser at the Seller’s place of business. The Seller agrees to furnish the facilities and at its cost to load the Goods on trucks furnished by the Purchaser,

Risk of Loss

Risk of loss will be on the Purchaser from the time of delivery to the carrier. The Purchaser will provide at its expense insurance on the Goods insuring the Seller’s and the Purchaser’s interest as they appear, until payment in full to the Seller,

Warranties

The Seller warrants that (1) the Seller is the legal owner of the Goods; (2) the Goods are free from all liens and encumbrances; (3) the Seller has the right to sell the Goods; and (4 the Seller will warrant and defend the title of the Goods against any and all claims and demands of all persons,

‘The Seller warrants that the Goods will be fit for the purpose for which such goods are ordinarily intended.

The Seller warrants that the Goods are now free and at the time of delivery will be free from any security interest or other lien or encumbrance, except the security interest created in this Agreement until the Seller is paid in full.

‘The Seller warrants that the Goods are free from defects in parts or manufacturing. Other manufacturer warranties may apply.

Warranty is for 1 year or 2,080 operation hours whichever comes first and begins on the date of delivery of purchase and applies to original purchaser only. Machine has an internal timer that can be downloaded, It does not cover damage caused by abuse, misuse, failure of proper maintenance, or by unauthorized repair. BCA reserves the right to inspect any and all warranty repair claims towards its products. And under no circumstances will cover unauthorized incidental costs due to down time or injury ineurred by improper use or maintenance.

11, EXCEPT FOR THE ABOVE WARRANTIES, NO OTHER WARRANTY (WHETHER, EXPRESSED, IMPLIED OR STATUTORY) IS MADE BY THE SELLER REGARDING THE GOODS.

Title

Title to the Goods will remain with the Seller until delivery and actual receipt of the Goods by the Purchaser or, in the alternative, the Seller delivers a document of title or registrable Bill of Sale of the Goods, bearing any necessary endorsement, to the Purchaser.

Security Interest 13. The Seller retains a security interest in the Goods until paid in full.

Inspection 14, Inspection will be made by the Purchaser at the time and place of delivery.

Claims

The Purchaser’s failure to give notice of any claim within 10 days from the date of delivery to end user will constitute an unqualified acceptance of the Goods and a waiver by the Purchaser of all claims with respect to the Goods.

Excuse for Delay or Failure to Perform

16, The Seller will not be liable in any way for any delay, non-delivery or default in shipment due to labor disputes, transportation shortage, delays in receipt of material, priorities, fires, accidents and other causes beyond the control of the Seller or its suppliers. If the Seller, in its sole judgment, will be prevented directly or indirectly, on account of any cause beyond its control, from delivering the Goods at the time specified or within one month after the date of this Agreement, then the Seller will have the right to terminate this Agreement by notice in writing to the Purchaser, which notice will be accompanied by full refund of all sums paid by the Purchaser pursuant to this Agreement.

Remedies

The Purchaser’s exclusive remedy and the Seller’s limit of liability for any and all losses or damages resulting from defective goods or from any other cause will be for the purchase price of the particular delivery with respect to which losses or damages are claimed, plus any transportation charges actually paid by the Purchaser.

Cancellation 18. The Seller reserves the right to cancel this Agreement: a. if the Purchaser fails to pay for any shipment when due; b. inthe event of the Purchaser’s insolvency or bankruptey; ot

Notices

Any notice to be given or document to be delivered to either the Seller or Purchaser pursuant to this Agreement will be sufficient if delivered personally or sent by prepaid registered mail to the address specified below. Any written notice or delivery of documents will have been given, made and received on the day of delivery if delivered personally, or on the third (3rd) consecutive business day next following the date of mailing if sent by prepaid registered mail:

SELLER: BCA Industries 7260 N Teutonia Ave Milwaukee, Wisconsin, 53209

PURCHASER: Brian Ferguson Russell County Solid Waste 137 Highland Dr Suite A Lebanon, Virginia 24266

Additional Provisions

19, PERFORMANCE GUARANTEE: Seller will guarantee the performance of this SWC100 machine processing 80 to 90 Semi Tires per hour (110 is the maximum capability)as presented to the seller. Largest variables of performance are operator, feed method and feed material readiness, Material integrity and feed in such systems are a major through-put factor as well as knife sharpness and machine maintenance. Seller will provide support and expertise to reach or exceed the performance guarantee contained in this agreement. Seller will guarantee the performance of these machines per our standard 1 year warranty. There is no warranty on any ‘wear components as listed on the warranty (knives, drive wheels, rollers, mandrel, hydraulic filters ete). It is the Purchasers responsibility to perform necessary maintenance on electrical components on this machine, Seller will not guarantee poor performance of this machine due to lack of proper maintenance by purchaser. Seller will provide product support Via telephone at no charge and can perform on site support at the buyers expense, Seller does NOT warranty the performance of any part of the customers system other than the machines made by BCA Industries used in the tire recycling operation. Equipment is warrantied to 2,080 hrs on meter or 12 months whichever comes first.

General Provisions

21, Headings are inserted for the convenience only and are not to be considered when interpreting this Agreement. Words in the singular mean and include the plural and vice versa, Words in the masculine mean and include the feminine and vice versa.

All representations, warranties and guaranties of the Seller contained in this Agreement will survive the closing of this Agreement.
The Purchaser may not assign its right or delegate its performance under this Agreement without the prior written consent of the Seller, and any attempted assignment or delegation without such consent will be void. An assignment would change the duty imposed by this

Agreement, would increase the burden or risk involved and would impair the chance of obtaining performance or payment.

24, This Agreement cannot be modified in any way except in writing signed by all the parties to this Agreement.

This Agreement will be governed by and construed in accordance with the laws of the State of Wisconsin, including the Wisconsin Uniform Commercial Code and the Seller and the Purchaser hereby attorn to the jurisdiction of the Courts of the State of Wisconsin,
Except where otherwise stated in this Agreement, all terms employed in this Agreement will have the same definition as set forth in the Uniform Commercial Code in effect in the State of Wisconsin on the date of execution of this Agreement.

27, Wany clause of this Agreement is held unconscionable by any court of competent jurisdiction, arbitration panel or other official finder of fact, the clause will be deleted from this Agreement and the balance of this Agreement will remain in full force and effect.

This Agreement will inure to the benefit of and be binding upon the Seller and the Purchaser and their respective successors and assigns.
This Agreement may be executed in counterparts, Facsimile signatures are binding and are considered to be original signatures,

30, Time is of the essence in this Agreement.

31, This Agreement constitutes the entire agreement between the parties and there are no further items or provisions, either oral or otherwise. The Purchaser acknowledges that it has not relied upon any representations of the Seller as to prospective performance of the Goods, but has relied upon its own inspection and investigation of the subject matter.

IN WITNESS WHEREOF the parties have executed this Purchase

BCA Industries 1-25-2022

Prinicipal Signature at Russell

County Office Brier Frgeson low2o Lester

“a MERINS Fe

Russell County Board of Supervisors Travel Request Approval

Date Submitted

Form Employes Hemet) Fred Soeendy - Custal whi te Commissioner pt she Rewnue. "e-88F- SO1S

Comreyv@_ byu.ne?

Department Phone

Email (optional)

Dates of Travel _Se. pr 24-28 |Anticipated Expenses

[Type of Expense Description of Expense [Airfare

|Ground Transportation |Conf/Registration Fees

Commissioner of The Revere Contwence- More) Cost For Frade, Sveney ™ Coy sel WA -

Lodging

Meals and Tips < a clays @ 459% Qe 92°, iteage 2 donee “F498” x BF yy” other Need Couns VeNae Sor

_ hese SoyS - lEmployee Signature hike

ICo Admin Signature

Daily Expenses # of (Except Airfare) Days

276-889-8000

Purpese/tocation ofTravel Harrisonburg - Commissioner ef Revenue Corerence.

‘Total Expenses Amt Approved

850° 579.03 AB.

Grand Total 18992 :

Date Signed

Date Approved

Russell County Board of Supervisors 276-889-8000 Travel Request Approval Form

Date Submitted 0\290\ AoaAD

Employee Name(s) Bek ada Levy

Department Russell County Public Library

Phone 276-889-8044

Email Coptionsl) levy @ russell lib. va.us :

Pestination Davie C county “Public hi byar y Mocksville) NC

Purpese/Datesoftravel MALIA Yyuth Sewices Meeting August AS, Aoas

Anticipated Expenses

hype ot expense Description of Expense Daly Expenses # of rotalexpenses Amt Approved tare

cround Tansprtaton

IConf/Registration Fees

Lodging

Meats and Tins =

Miteage [85 miles each wan 210m les 310k gS 15 249.35) jOther

lEmployee Signature Eb . Grand Total Department Head ee ¢ DateSigned Q4 Jan 202% Ico Admin Signature \ Date Approved i

Russell County Board of Supervisors Travel Request Approval Form

Date Submitted lo {aq | aAaocas

Employee Name(s) S Qos0\ S\ ack eel
Department Russell County Public Library

Phone 276-889-8044

[Email (optional)

Destination Y c istel | TN

|Conf/Registration Fees

eae onde eae \QO miles jOther

Employee Signature

Department Head

ICo Admin Signature

276-889-8000

Purpoes/ Dates of Travel $] $1 D0 R= = = Saerde Peeention For Yad meetr eee lAnticipated Expenses

cons Dail hype orexpense Description of Expense Bally Expenses # of rota Expenses. Amt Approved airfare Ground Transportation ~

ia TO

Grand Total pate stoned 25 Jn 2023 Date Approved

Russell County Board of Supervisors 276-889-8000 Travel Request Approval Form

Date Submitted &/a 13023

Employee Name(s) Bebnde- levy

[Department Russell County Public Library

[Phone 276-889-8044

[Email (optional) blevy @_vussell. lib. ya. ys

Destination Baistol Motos Sprcdevay Bastol TW

Purpose/ Dates ofTravel STK LIDS Sudide Taeuber jn Voutr Signs Straligies thiGe&

Anticipated Expenses

Daily Expenses # of

[Type of Expense Description of Expense (Exot hac) Lone

‘Total Expenses Amt Approved Airfare [Ground Transportation

|Conf/Registration Fees

Lodging Meals and Tips 5

205! Mileage SDmiles sar dicechm doted lop rales 00 X G07 bE DH* 65.00 \Other Employee Signature Grand Total Department Head | __ Date Signed LA Tun AQQ2 |Co Admin Signature Date Approved

eos

2.0. 190 SIGMA CONSULTING EAGLE Lake i, ooese

Bj AND TRAINING, INC. (863) 232-2910 Fax: (863) 326-6780

June 15, 2023

Cchorical spi Response Traring Jess R. Powers

Russell County Emergency Management

P.O, Box 911 ery Lebanon, VA. 24266 Hour Supervisory Waining Dear Jess R.:

Can you believe it? It’s been a year since our last Chemical Spill Response Class in confines Space Roanoke. Your training for Hazardous Materials Operations/OSHA Level II expires Entry Troning in July 2023. Now’s a great time to go ahead and register for your refresher training,

and also to train additional persons for your spill response team (OSHA requires a

minimum of four (4) trained responders in the event of a chemical release).

See each ‘Asa previous student, you are being sent this invitation to register prior to our normal

Fost Aus publication to government agencies and contractors throughout Virginia and your employees are guaranteed a seat in this year’s class if you respond by July Sth. After that, seats will be on a space available basis. Payment is not required prior to attending the class.

OSHA EPA, ond

DOT Required .

Programs Pay by credit card or choose invoice and receive your confirmation online now by going to: www.sigmatrainingservices.com, click on the make a payment tab or call

Kelley Glenn at 863-232-2910 to reserve your seat. Email address is:

[email protected]. cmeigency [email protected] fexponwe Plans As always, | promise a fast paced class with lots of interaction with the students. I’m

looking forward to seeing you again this year.

Very truly yours.

i Chris Pappas

Customized Envi

Cuatoried Environmental, Health & Safety Manager and Safety Programs

‘Accident Reduction Programs

\Woste Minimization ‘and Recycling Programs

E-MAIL: [email protected]

Virginia - City and County Employees

Chemical Spill Response Training

It’s not a matter of if a chemical spill is going to occur, it’s just a matter of when! Chemical handling is a requirement for many jobs in government service. From the variety of paints, solvents, and pesticides, to the fuel products we use everyday. Think about the products we transport on public highways. Even the gasoline or diesel fuel in your vehicle may become spilled in a traffic accident. Part of being a good manager is making sure things go right on the job, and being prepared in case they don’t.

Do you know the rules?

Last year alone, there were over 33,000 spills large enough to require reporting to the federal government. Failure to make the necessary notifications can result in substantial fines. Fuel products require reporting in some situations if ‘only one drop is spilled. Do you know what they are?

Learn the source of the Camp Lejeune water contamination. Could the same happen at your facility?

‘An employee placed a zip tie on a fuel dispenser handle, resulting in a $00,000 cleanup and $90,000 fine. Do you know the rules that apply?

EPA issued a $66,000 fine for simply not reporting a chlorine leak. Do you know when you have to notify authorities?

OSHA and EPA strictly regulates who can respond to chemical releases. Without spill response training, your employees will not be allowed to assist you in cleaning up a chemical spill.

The majority of all spills are less than 50 gallons, yet may cost $10,000 or more to clean up when using an environmental contractor. Most cities and counties have all the necessary equipment, but employees must have the proper training,

| This class is also eligible for Continuing Education hours for many licenses, including water and wastewater license / holders.

Also satisfies annual refresher requirement for other Hazmat training.

Trained employees can respond in a matter of minutes, instead of hours that most environmental contractors require to get to your site.

Sigma Consulting and Training, Inc., is offering chemical spill response training in your area to prepare your employees to respond to an emergency. The training satisfies the OSHA requirements for emergency responders, and includes eight hours of training covering: Spill response procedures, decontamination, personal protective equipment, respiratory protection, chemical storage and handling, and more.

Registration fee for the course is $160 per employee, four or more employees are $135 each. This includes textbooks, DOT emergency response handbook, and handout materials. Laminated wallet card and certificate of training will be provided after the course. a The course instructor is a nationally recognized speaker and has trained employees from more than 300 companies, along with federal, state, and local agencies. These include the U.S. Army and Navy, Kennedy Space Center, and U.S. Dept. of Justice. The instructor also meets “Master Trainer” qualifications with the U.S. Dept. of Homeland Security.

Roanoke Area Waynesboro Area Culpeper Area Richmond Area July 31%, 2023 August 1*, 2023 August 2", 2023 August 4”, 2023

Holiday Inn Best Western Inn Best Western Inn Comfort Inn & Suites 3315 Ordway Drive 109 Apple Tree Lane 791 Madison Road 10601 Telegraph Road Roanoke Waynesboro Culpeper Glen Allen

Register on-line by going to sigmatrainingservices.com or click on the link: sigmatrainingservices.com To register: Complete and return fax the attached registration form to (863) 326-6780. A confirmation will be sent to you upon receipt of your registration.

Please review and distribute this memo to the departments listed below

To: Department Directors

Pages: 3 (includes cover)

From: Sigma Consulting and Training, Inc.

Phone: (863) 232-2910 Fax: (863) 326-6780

e-mail: [email protected]

Date: June 21st, 2023

Public Works

Parks and Recreation Solid Waste/Sanitation SPCC Coordinator

Please forward to:

Highway Maintenance Water/ Wastewater Treatment

Environmental Services/Mosquito Control Stormwater Compliance/MS4

URGENT - PLEASE RESPOND IMMEDIATELY

Chemical Spill Response Training for Commonwealth of Virginia - City and County Government Employees

Please review the attached information for an upcoming training class to be held on July 31st (Roanoke Area), August Ist (Waynesboro Area), and August 2™ (Culpeper Area), and August 4th (Richmond Area)

NEWS FLASH: In Virginia alone, EPA reported inspections at 926 city and county facilities in the last three years. Including a $122,000 fine at a city facility in January 2023! Are you ready for an inspection?

Training is now required by OSHA and EPA for all state and local_government employees that are expected to respond to a chemical spill. This class is especially important for employees at the following locations due to the chemicals they routinely handle:

Public Works Employees - Fuel products, anti-freeze, parts cleaners, paints and solvents

Parks and Recreation Employees - Pesticide products, fuel products, paints and solvents

Highway Maintenance Employees - Paints and solvents, herbicides, and fuel products

Water and Wastewater Treatment Employees - Chlorine (both gas and liquified), Propane

Mosquito Control - Pesticide products, fuel products Solid Waste/Sanitation Employees - Discarded chemical containers, unknown products

This class is only offered once per year. More than 100 City and County agencies in Virginia have sent their employees to this class in the past.

This class meets OSHA, EPA, and DOT training standards.

This class is also eligible for

Continuing Education hours

for many licenses, including

water and wastewater license holders.

Payment is not required prior to attending, but you must register in advance.

Note: If you have at least 20 persons attending, we can hold the training at your own facility for a substantial discount. Call for details at (863) 232-2910.

The registration fee for the course is $160 per employee, four or more employees are $135 each. Fee includes all textbooks and other course materials. Payment may be made by government purchase order, check, or credit card.

If you have any questions call Sigma Consulting and Training, Inc. at (863) 232-2910 or e-mail: info sigmatrainingservices

“N§™ sicma Consuttine Fax: (863) 326-6780

Phone: (863) 232-2910 AND TRAINING, INC. e-mail: [email protected]

Fax Registration Form

Course Title: Chemical Spill Response Training

Location: Richmond A Roanoke Area Waynesboro Area Culpeper Area ichmond Area Holiday Inn Best Western Inn Best Western Inn Comfort Inn & Suites

3315 Ordway Drive 109Apple Tree Lane 791 Madison Road 10601 Telegraph Road Roanoke VA24017 Waynesboro, VA 22980 Culpeper, VA 22701 Glen Allen, VA 23059 Directions/Hotel

Reservations: (40) 362-4500 (540) 942-1100 (640) 825-1253 (@94) 262-2000 Date of Course: (Roanoke Area ( ) Waynesboro Area ( )Culpeper Area () Richmond Area (Please select) July 31st, 2023 August 1st, 2023 August 2nd, 2023 ‘August 4th, 2023

Fee: $160 per person, 4 or more $135 each. Class Time: 8:00 a.m to 5:00 p.m.

Indicate number attending: a (Please provide names if known in advance).

Agency & Dept: i nity VA na +

Names of Attendees:_ Jes: Owey:

Business Mailing Address:_P.O. ox G!!

City:_Lehanen State: /# Zip Code: 2YALZ _

Telephone:(4%) 70/-9775 Fax: 1a 7%) 669- GAYE e-mail Z°7aLorspavce™

Please indicate payment method: Check _/ Purchase Order __ Credit Card Payment does not have to be received prior to attending the class.

Name (as it appears on the card) Circle one: Visa. MC AMEX

Credit Card Number; Exp. Date:__/_

Credit Card Billing Addres:

City: State: Zip Code: (must match the billing address and zip code on your credit card statement)

Security Code": Amount:$, Signature: *Security Code found on front of AX (4 digits over last 4 numbers) and back of MC/VISA (last three digits by signature)

Government purchase orders accepted. Please make checks payable and mail to: Sigma Consulting and Training, Inc. P.O. Box 190, Eagle Lake, FL 33839 Sigma Consulting and Training, Inc - Federal Identification Number: 30-0009429 (Please forward a copy of your purchase order when completed)

Cancellations received at least three days prior to the class will receive a 100% refund. No refunds less than three days prior to class. Class size is limited… You must register in advance to secure your seat in the class!

RUSSELL COUNTY

EMERGENCY MANAGEMENT 656 Clydesway Drive, Suite A ~ P. 0, Box 997 ~ Lebanon, VA 24266, "T: (276) 889-8247 ~ F: (276) 889-8248

Travel Request - HazMat/Chemical Spill Response Training {Attendance can be charged to the Local Emergency Management Performance Grant (LEMPG)} Pay period

Employee information Name Jess Powers

Department Emergency Manspement | From

7730/2023] 7/31/2023]

Employee 1D 369) ‘Approval: Mr, Lonzo Lester i Ito

Postion Emergency Management Coordinator

[Meals [Per diem] Hotel | Mileage | Exper Fuel

Date —|

$44.25 151,00 $18.50]

7/30/2023) Travel to Roanoke

$44.75, $138.23. 151,00. $160.00 $18.50

SO] BE ESENCL ESELIPE] 160,00]

$37.00)

Russell County Subtotal

$379.98}

RUSSELL COUNTY TOTAL|

[Approved by Notes

“The HazMat Training is rquired by OHSA and EPA for ‘emergency responders, and includes eight hours of storage and handling. The HazMat Class wil beh

REVERE)

the OSHA requitements for Spill response procedures, decontamination, personal protective equipment, respiratory protection, chemical te Holiday In, Roanoke, VA on July 31,2023 with agenda, acceptance, and travel documentation attached

_ lisa fi, sto)

ec TE ever ovee icra

6-Jul-23

‘Ny™ sicma Consuttine Fax: (863) 326-6780

Phone: (863) 232-2910 AND TRAINING, INC. e-mail: [email protected]

ax Registration Form

Course Title: | Chemical Spill Response Training

Location: Richmond A
Roanoke Area Waynesboro Area Culpeper Area jichmond Area Holiday Inn Best Western Inn Best Western Inn Comfort Inn & Suites

3315 Ordway Drive 109 Apple Tree Lane 791 Madison Road 10601 Telegraph Road Roanoke VA 24017 Waynesboro, VA 22980 Culpeper, VA 22701 Glen Allen, VA 23059 Directions/Hotel

Reservations: (540) 362-4500 (540) 942-1100 (640) 825-1253 (gg4) 262-2000 Date of Course: (fRoanoke Area ( ) Waynesboro Area ( )Culpeper Area (.) Richmond Area (Please select) July 31st, 2023 August tst, 2023 August 2nd, 2023 ‘August 4th, 2023 Fee: $160 per person, 4 or more $135 each. Class Time: 8:00 a.m to 5:00 p.m.

Indicate number attending: 2. (Please provide names if known in advance).

Agency & Dept: Zu: Wc wee, Vie alain E Mecenca MA anaerert Names of Attendees:7Yacre\ Class

City Lebanon State: VA Zip Code:Z4 2646 Telephone: Z-7é %ZA-BiN& Fax: L16 FFU-LLAR e-mail armed. Glass Carl, cok

Please indicate payment method: Check Purchase Order ___Credit Card Payment does not have to be received prior to attending the class.

Name (as it appears on the card) Circle one: Visa MC AMEX

Credit Card Number: 0 Exp. Date: _/

Credit Card Billing Address:

City: State: (must match the billing address and zip code on your credit card statement)

Zip Code:

Security Code": Amount:$. Signature: *Security Code found on front of AX (4 digits over last 4 numbers) and back of MIC/VISA (last three digits by signature)

RUSSELL COUNTY

EMERGENCY MANAGEMENT. {656 Clydesway Drive, Suite A ~ P. 0, Box 997 ~ Lebanon, VA 24266 89-8247 ~ F: (276) 889-8248

Travel Request - HazMat/Chemical Spill Response Training {Attendance can be charged to the Local Emergency Management Performance Grant (LEMPG)} Employee information Pay period INeme Jarred Glass Deparment Emergency Management] From BEDE) ‘Employee 1D ‘Aoproval: Mr, Lonzo Lester Ito 7/31/2023] Postion Management Coordinator

Emergen

Date | Description [Meals [Per Diem] Hotel | Mileage | Expense | Fuel TOTAL 7736/2073 Travel to Roanoke Has. Tt OO TESOL $1850 #475 3825. 15L00)—sueoc0 $18.50] “Hass $0.00]

$0.00]

_ _ $0.00] $0.00]

$0.00] $0.00]

$0.00]

| $0.00] 1 }

$0.00

— ——

0.00]

t | t {30055-0055 73 560-00 57-00 Russell County Subtotal| $379.98

0.00)

RUSSELL COUNTY TOTAL|___ $379.98

[Approved by ——__—sNottes,

“The HazMat Training is required by OHSA and EPA for the OSHA requirements for ‘emergency responders, and includes eight hours of ‘The HazMat Class willbe held

1 Roanoke, VA on July 31, 2023 with agenda, aeceptance, and travel documentation attached

oc. 0%22 scr oH Ar See, ems

Meals & Incidentals (M&dE] Breakdown

U.S. General Services Administration

First &

inatic M&lE Continental a Incidental LastDay Primary Destination | county | To: | preaitast/sreakfast | Wunch | Dinner | Doomtee - ‘Travel Roanoke Citylimits Vgs9 [513 sis | 26 $5 $44.25

of Roanoke

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MONTHLY BANK BALANCES

May 31, 2023

Regular Account 14,098,217.95 Employee Insurance 4,696,671.38 Employee Claims Account 1,000.00 Non-Judicial Reals Estate Sales 25,696.70 School Textbook 5,582.00 Sheriff Domestic Violence 1,183.35, Petty Cash Treasurer 694.80 Sheriff Seized Assets 27,064.78 Sheriff Restitution 3,861.12 Sheriff Forfeited Assets 1,348.49 Comm Attomey Forfeited Assets 32,364.62 Sheriff Federal Forfeited Assets 2,748.99 Comm Attorney Fed Justice Forfeited Assets 71,992.53 ‘Commonwealth Attorney Abanoned Property 500.00 Sheriff Federal Justice Forfeited Assets 1,566.64 Sheriff Special Projuects 3,229.44 SSI Recipients 0.05 Social Service -Coy Hall Dedicated Account 5,558.00 Bank of Honaker 60,125.99 New Peoples Bank 459,293.68 Certificates of Deposit General 49,575.00 ‘Treasurer’s Money Market 2,723,560.63 Certificate of Deposit Library Donations 24,788.80 Certificate Of Deposit Employee Insurance 2,005,510.40 Total Cash In Bank 24,302,135.34 Cash In Office 2,184.33 Petty Cash 100.00

TOTAL CASH 24,304,419.67

DATE

May 31, 2023,

ACCOUNT DEBIT. CREDIT

Cash in Office 2,184.33

‘Cash in Bank 24 302,136.34

Petty Cash 7100.00

General Fund 8,004,564.37 ‘Non-Judicial Real Estate Sales 25,696.70 Sheriff In State Trip 41,115.77 ‘Sheriff Dare Fund 100.00 ‘Sheriff Seized Assets 27,064.78 Sheriff Restitution 3,861.12 Sheriff Forfeited Assets 1,348.49 ‘Comm Attorney Forfeited Assets 32,364.62 Honaker Library Donations 24,783.87 Russell County Housing Fund 4,424.36 Sheriff Federal Forfeited Assets 2,748.99 ‘Sheriff Domestic Violence 1,183.35 ‘Comm Attorney Abanoned Prop ‘500.00 ‘Comm Attorney Fed Justice 77,992.53 Sheriff Fed Justice Forfeited 7,566.64 Sheriff’s Special Projects 3,229.44 Social Services (655,327.14) ‘Swva Asap 17,214.14 Coal Road Improvement 7,032,202.88 CSA (855,290.65) ‘School Fund 3,817,178.65 ‘School Food 2,051,275.71 School Textbook 5,582.00 Regional Adult Education 263,047.11 Petty Cash Treasurer 694.80 COVID 19 7,088.07 Litter Fund Trash Pickup (29,285.16) ‘American Rescue Act 3,417,926.77 Current Credit (0.79) Current Debit 14.44 Title XX 77,321.05 SSI Recipients 0.05 Damage Stamp Fund 2,823.98 Valley Heights 94,313.12 Dante Sewer 53,706.00 Employee Health Insurance 696,671.38 Employee Insurance COD 2,005,510.40 Employee Insurance Claims 7,000.00 Taw Library 62,763.69 ‘Special Welfare 43,335.74 Flousing Fund #2 7,700.00 Russell Co Health & Fitness 732,865.92 Cannery (231,489.27) WIB 40,051.75 Total 24,304 419.67 24,304,419.67

May 11, 2023 The Regular monthly meeting of the Industrial Development Authority of Russell County, Virginia was held on May 11, 2023 at 5:30 P.M. at the Russell County Board of Supervisors overflow room.

MEMBERS

PRESENT: Richard Lockridge, Chairman Tony Dodi, Vice Chairman Carlton Elliott, Secretary Harry Ferguson, Member John Stamper, Member Donnie Christian, Member DeAnna Jackson, Member Ron Blankenship, Member Jarred Glass, Member

STAFF: Emie McFaddin, Executive Director Jeff Campbell, Attorney

GUESTS: Shiloh Lyttle, Russell County Tourism Mike Hilton, H&H Logging

The Chairman called the meeting to order at 5:30 P.M. The secretary called the roll and recorded the roll call.

APPROVAL OF MINUTES

Upon motion made by Donnie Christian, second by Tony Dodi and duly approved by the Industrial Development Authority of Russell County, Virginia approving the minutes of the April 12, 2023 meeting with a spelling change of “Jarred Glass” on the resolution.

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

‘Absent: None

FINANCIAL REPORT Upon motion made by John Stamper, second by Jarred Glass and duly approved by the Industrial Development Authority of Russell County, Virginia approving the April 2023 financial reports and approve paying invoices presented plus the flowing additional invoices.

Dominion Office Supply 69.99 Chief Comprehensive Services 350.00

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

‘Absent: None

PUBLIC/GUEST COMMENT Shiloh Lyttle, with Russell County Tourism, presented a plan for a Food ‘Truck Park, The plan would utilize the parking lot at Russell Place to set up food trucks for the summer season. This plan is similar to the designated food truck parks Bristol and Marion are currently operating, Russell County Tourism will be responsible for the advertising of the project.

Upon motion made by John Stamper, second by DeAnna Jackson and duly approved by the Industrial Development Authority of Russell County, Virginia authorizing the Executive Director to enter into an agreement with the Russell County Tourism Department to develop a food truck park on the property located at 122 Haber Drive, Lebanon, VA. The Executive Director, Chairman and Secretary are authorized to sign all document related to this motion.

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

Absent: None

Mike Hilton, with H&H Logging, presented his desire to continue utilizing the Sawmill property in Castlewood. H&H logging first utilized the property sub- leasing from Charlie Fugate. Once Mr. Fugate’s lease ended H&H Logging leased the property directly from the IDA. Mr. Hilton stated he would purchase the property but preferred to continue the lease for another 5 years.

ATTORNEY’S REPORT The bond for the debt refinancing has been approved by the Board of Supervisors and the closing took place today by the IDA.

EXECUTIVE DIRECTOR’S REPORT VCEDA did approve the $50,000.00 grant to the Town of Honaker that we provided the letter of support for.

The Executive Director gave a summary of the daily activities of the IDA. The report included the management of the rental properties, ongoing projects, new project prospects, grant requests, and construction projects.

‘The Executive Director met with Soil and Water Department in reference to developing the Hillside Park beside the Government Center. The first obstacle is the drainage ditch across the property which has washed out and will need to be repaired, The Executive Director is in the process of acquiring more information on the repairs needed.

CLOSED SESSION Upon motion made by Donnie Christian, second by Jarred Glass and duly approved by the Industrial Development Authority of Russell County, Virginia to enter Closed Session as permitted by, VA Code #2.2-3711 (3) Property for Bush Building, Castlewood Sawmill Property, Alcoa Building, Technology Park (5) Prospective Business for Projects “Little Dipper”, “Aqua”, “Allude”, “Apple”, “Blue”, “WH”, “Brent” (7) & (8) Legal for Polycap and Project “Goat”

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D, Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

Absent: None

RECONVENE TO PUBLIC SESSION Upon motion made by Ron Blankenship, second by John Stamper, and duly approved by The Industrial Development Authority of Russell County, Virginia, the Chairman called the meeting back into regular session and requested the “Certification Motion after reconvening in Public Session”.

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

‘Absent: None

CERTIFICATION AFTER RECONVENING IN PUBLIC SESSION The Industrial Development Authority of Russell County, Virginia hereby certifies that, in the closed session just concluded, nothing was discussed except the matter or matters (1) specifically identified in the motion to convene in closed session and (2) lawfully permitted to be so discussed under the provision of the Virginia Freedom of Information Act cited in that motion.

The Roll Call Vote Was:

Richard Lockridge Yes Carlton Elliott. Yes Harry Ferguson Yes Tony Dodi Yes DeAnna Jackson Yes Donnie Christian Yes Jarred Glass Yes John Stamper Yes

Ron Blankenship Yes

MOTIONS FROM CLOSED SESSION Upon motion made by Donnie Christian, second by Harry Ferguson and duly approved by the Industrial Development Authority of Russell County, Virginia authorizing the Executive Director to execute the proposed lease agreement with USDA pending legal review. The Executive Director, Chairman and Secretary are authorized to sign all document pertaining to the lease.

The Vote was:

Aye: C. Elliott, T, Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

Absent: None

Upon motion made by Tony Dodi, second by Ron Blankenship and duly approved by the Industrial Development Authority of Russell County, Virginia authorizing the Executive Director to submit a request to VCEDA converting the local funds used for the Lebanon Inn Project to a grant. The Executive Director, Chairman and Secretary are authorized to sign all document pertaining to this motion

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

Absent: None

Upon motion made by Jarred Glass, second by Donnie Christian and duly approved by the Industrial Development Authority of Russell County, Virginia authorizing the Executive Director to prepare an incentive package for Project “Brent” based on the agreed terms of the board and subject to approval by all funding sources. The Executive Director, Chairman and Secretary are authorized to sign all document pertaining to this motion.

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

‘Absent: None

Upon motion made by Donnie Christian, second by John Stamper and duly approved by the Industrial Development Authority of Russell County, Virginia setting the next regular monthly meeting for June 15, 2023 at 5:30 PM in the Russell County BOS overflow room.

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

Absent: None

Upon motion made by Jarred Glass, second by Donnie Christian and duly approved by the Industrial Development Authority of Russell County, Virginia authorizing the Executive Director to accept the proposed offer by H&H Logging of $175,000.00 to purchase the property located at 251 Industrial Drive Castlewood, VA DB726 Page 808. The Executive Director, Chairman and Secretary are authorized to sign all document pertaining to this motion.

The Vote was:

Aye: C, Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

Absent: None

Upon motion made by Tony Dodi, second by John Stamper and duly approved by the Industrial Development Authority of Russell County, Virginia authorizing the Executive Director to execute the lease-purchase agreement on the Acme Property with Project “Goat” pending legal review. The Executive Director, Chairman and Secretary are authorized to sign all document pertaining to this motion.

The Vote was: Aye: C. Elliott, T. Dodi, H. Ferguson, D, Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None Absent: None

Upon motion made by DeAnna Jackson, second by John Stamper and duly approved by the Industrial Development Authority of Russell County, Virginia authorizing the Executive Director to prepare an incentive package for Project “Aqua” subject to approval by all funding sources.

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

Absent: None

Upon motion made by Donnie Christian, second by Jarred Glass and duly approved by the Industrial Development Authority of Russell County, Virginia authorizing the Executive Director to offer the | acre +/- lot behind the Government Center to the dance studio for $48,000.00 at 0% interest for 10 years.

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R, Blankenship

Nay: None

Absent: None

ADJOURNMENT

Upon motion made by John Stamper, second by Donnie Christian, and duly approved by the Industrial Development Authority of Russell County, Virginia adjourning this meeting at 9:37 PM.

The Vote was:

Aye: C. Elliott, T. Dodi, H. Ferguson, D. Jackson, D. Christian, J. Stamper, G. Glass, R. Blankenship

Nay: None

Absent: None

MINUTES OF THE MONTHLY BOARD OF DIRECTORS! MEETING

MINUTES OF THE MONTHLY MEETING OF DIRECTORS of The Russell County Public Service Authority held at 137 Highland Drive Lebanon, VA 24266 on this 26" day of June 2023 at 6:00 PM.

The following members were present, constituting a quorum (4): Cuba Porter, Chairman; David Edmonds, Jr., Vice-Chairman; Stephen Perkins, Treasurer; Clifford Hess; Joe Huff; Thomas Tignor; Harry Ferguson; and Rhonda Lester, Secretary.
Also present: Bradley Patton, RCPSA Operations Manager; Katie Patton, Legal Counsel: Robbie Cornett, T&L Engineering; and Jon Broskey, The Lane Group
All the above directors of The Russell County Public Service Authority being present, formal notice calling the meeting was dispensed with, and the meeting declared to be regularly called.

4, Cuba Porter acted as Chairperson of the meeting and Rhonda Lester as Secretary of the meeting.

Cuba Porter opened the meeting with the Pledge of Allegiance followed by a prayer led by Stephen Perkins.
Motion to amend the agenda to add “Discuss/Approve Appointment of Secretary of the RCPSA Board” as item 3) under New Business made by Harry Ferguson seconded by Thomas Tignor, and unanimously adopted.
Minutes of the meeting dated May 23, 2023 were reviewed and motion to approve as read made by Joe Huff seconded by Clifford Hess, and unanimously adopted.
Public Comments ~ None
Rhonda Lester presented to the meeting

Account Balances Reports

Construction Profit & Loss Report

Motion to adopt financial reports as presented made by Clifford Hess, seconded by Thomas Tignor, and unanimously adopted.

Rhonda Lester presented to the meeting Water Loss Reports.
Robbie Cornett with T&L Engineering presented to the meeting Construction Projects Update Report (attached)
Brad Patton presented to the meeting Director’s Report updates from May 23, 2023 to date. (attached)
Motion to table executive session pursuant to VA code 2.2-3711 (A) (7) and (8) consultation with legal counsel pertaining to:

Civil Action No. CL 22-653 Crossroads Engineering, LLC v. The Russell County Public Service Authority

made by Clifford Hess seconded by Joe Huff, and duly approved by the Board of Directors. 14, Old Business to Discuss: None 15. New Business to Discuss:

Motion to approve the proposed 2023/2024 budget made by Joe Huff seconded by Harry Ferguson, and unanimously adopted. (attached)
Motion to approve Resolution regarding proposed rate increases for water and sewer services, scheduling a public hearing on July 27, 2023 at 2:00 PM at the Russell County Conference Center, and advertising for the public hearing on the 19" and 26" of July, 2023 made by Harry Ferguson seconded by Clifford Hess, and unanimously adopted.
Motion to approve appointing Rhonda Lester as Secretary of the RCPSA Board for a term of one year made by Clifford Hess seconded by Thomas Tignor, and unanimously adopted.

Matters presented by the Board:

Cuba Porter advised that July 3 and 4" will be holidays for county employees; the RCBOS approved the extra day at their June 26 board meeting.
Cuba Porter advised that customer 15-day past due meter lock offs would be extended to 30 days pending review of legal counsel.

There being no further business to come before the meeting, a motion to adjourn at 8:15 PM. was made by Clifford Hess seconded by Joe Huff and adopted.

The next meeting is scheduled for July 27, 2023 at 3:00 PM.

Dated in the Commonwealth of Virginia on the 26" day of June 2023.

C (Signature)

Secretary Name: Rhonda Lester

<=) THOMPSON = &LITTON

Date: June 26, 2023

To: Russell County Public Service Authority Board of Commissioners

From: Robbie Cornett Project Manager Thompson & Litton

Re: Projects Report and Update

BELFAST PHASE III WATER LINE PROJECT 15637

This project will consist of approximately 13,000 L.F. of 6-inch, 650 L.F. of 4-inch, 1,000 L.F. of 1-inch and 6,000 LF. %-inch water line for approximately 47 residents in the Belfast Community. This Project has been awarded $100,000 from Coalfield Water Development Fund and $59,950 from Southwest Virginia Water and Wastewater Fund and $640,000 from Department of Housing and Community Development. A Coalfield Water Development Fund application for an additional $100,000 has been approved.

Recent Activity: Thanks to Mr. Puckett securing one of the remaining easements, construction was able to continue and 2010’ of 6” water line, 1 open cut road crossing with steel casing and 1 fire hydrant were installed during the past month. See attached photo for work in progress. There is approximately 2,800’ of waterline remaining to be installed.

NASH FORD/CLINCH MOUNTAIN ROAD 14767

This project will be providing water service to approximately S8 customers. An offer from the Virginia Department of Health with a 20% grant and 80% loan. A request for additional grant funds was submitted to the Virginia Department of Health on September 17, 2021. Subsequently, we received an offer from the Virginia Department of Health for a 70% grant and 30% Loan. The Russell County Public Service Authority and Russell County Board of Supervisors approved acceptance of the Virginia Department of Health offer of funding. We met with the Virginia Department of Transportation on May 12, 2022, Coalfield Water Development Fund awarded $50,000.00 for service line connections for this project. The Virginia Department of Health has issued the construction permit.

Remaining are the Cumberland Plateau Planning District, Environmental Review, to be complete August 2023; two unsecured easements in the Clinch Mountain area; and the Virginia Department of Transportation Land Use Permit is outstanding and will be applied for nearer to the time of construction. The project is expected to be ready for construction in August 2023.

Recent Activity:

RCPSA Project Update June 18, 2023 2]

D (5:

The Virginia Department of Health through their 2021 American Rescue Plan Act awarded this project $1,490,000. Design is underway. We have completed the survey on Straight Hollow and have a preliminary horizontal alignment. Due to the limited space within the shoulder of the road, there will be water line in the roadway. Preliminary layout was reviewed with Tracy Puckett on May 22, 2023. Plans are now under review by Tracy and his staff. The Department of Housing and Community Development will administer the funds for the Virginia Department of

Health.

Recent Activity: After staff review comments are received, Thompson & Litton will address the comments and finish

WATE!

the design. An updated schedule is as follows:

ECT 16344

Project Name: Straight Hollow Water Line Project TBI. Project Number: 16344 VOH Project Number: CSFRF-08 Prepared by: Charlie Perkins, CPPDC / Tim Mullins, Thompson & Litton Prepared Date: 4f13/2023 ACTION Responsible Start Date Completion Date | Daysto Party Planned Actual | Planned Actual _| Complete 1 [Engineering Thomson & Litton

2__ |Submit Plans & Specs [Thomson & Litton} 7/24/2023} 8/24/2023} 31

3___ [Environmental Review Thomson & Litton] * ** 4 [Bidding Phase Thomson & titton| 9/22/2023| 10/21/2023} 23] 5 [Construction Phase [contractor 11/5/2023] 7/30/2024] 268

Water Line Replacement along existing water line route. Categorical Exclusion will be requested. ** stream crossing Joint Permit Application will be made but | likely to extend into the bidding and construction

phase.

RCPSA Project Update June 18, 2023 3

DANTE SEWER PROJE

$2,500,000 was approved by the Department of Housing and Community Development; $150,000 was awarded by the Southwest Virginia Water and Wastewater Fund; and $150,000 was approved by Russell County for this project. A Contract Negotiations meeting was held with The Department of Housing and Community Development on February 16, 2022. A Management Session meeting with the Department of Housing and Community Development was held on May 12, 2022. The Contract with Department of Housing and Community Development has been approved. Preliminary layout is complete. Preliminary layout was reviewed with Tracy Puckett on May 22, 2023. Plans are now under review by Tracy and his staff.

Recent Activity: After staff review comments are received, T&L will address the comments and finish the design. Surveying for the gravity sewer section at Sun and the proposed directional bore, railroad, and stream crossings is scheduled to be completed this week. An updated schedule is as follows:

Project Name: Dante Sewer T&L Project Number: 15532 Prepared Date 6/8/2023 Prepared by: Tim Mullins, Thompson & Litton / Robbie Cornett Thompson & Litton ACTION Responsible Start Date Completion Date | Daysto Party Planned__Actual | Planned Actual | Complete 1 [Engineering Thomson &itton| — 6/8/2023 30/16/2023 130] 2 [Submit Plans & Spees Thomson & Litton 10/16/2023 12/16/2023] 61| 3_[Environmental Review Thomson & Litton [10/16/2023 a2/is/2023| 61 4 [Bidding Phase thomson & Litton | 12/16/2023 1/30/2024 45| 5 [Construction Phase Substantial [Contractor 2/29/2024 12/30/2024 305 6 [Construction Phase Final__[Contractor 32/30/2024] 1/29/2025| 30|

ELK GARDEN WATER LINE EXTENSION PROJECT, TILLER TRAILER PARK 716345

A Department of Housing and Community Development Construction Ready Application has been submitted. Southwest Virginia Water & Wastewater Fund awarded this project $50,000.00. We are awaiting a response from the Department of Housing and Community Development concerning funding

BELFAST PHASE IV, HOUSE, AND BARN MOUNTAIN 716581

The Virginia Department of Health denied funding for this project in 2022. At its meeting on April 23, 2023, the Russell County PSA Board approved reapplying and approved a budget increase of 20% to account for price increases. The application was submitted May 4, 2023. According to the Virginia Department of Health, funding offers are expected July/August 2033 with Award letters in September/October 2023 and initial meetings in October/November 2023. If funded by the Virginia Department of Health, application to the Coalfield Water Development Fund and Southwest Virginia Water and Wastewater Fund for service line installations will be needed.

Recent Activity: Following our funding application in May 2023, we received a request for information from VDH that is due by June 21, 2023. T&L provided its responses to their questions on June 16, 2023, to be combined with RCPSA staff’s responses. Otherwise, we are awaiting an offer of funding from VDH. Offers are scheduled for August with Award to follow in October and initial meetings in November of 2023.

RCPSA Project Update June 18, 2023 4]

RUSSELL COUNTY PUBLIC SERVICE AUTHORITY WATER STUDY 15743

Thompson & Litton was commissioned by the Russell County Public Service Authority to study multiple areas for potential water projects.

The Water Study layout was reviewed with Tracy Puckett on May 22, 2023, and priority areas were confirmed. It was noted that Nash Ford and Clinch Mountain are projects that have already been designed and funded. Corn Valley and Green Valley as well as an area between the two projects, and Copper Ridge, were noted as priorities. Thompson & Litton will begin to finalize the Water Study.

Recent Activity: Development of an updated schedule as follows:

Project Name: RCPSA Water Study TEL Project Number 15743 Prepared Date: 6/8/2023 Prepared by: Tim Mullins, Thompson & Litton / Robbie Cornett Thompson & Litton ACTION Responsible Start Date Completion Date | Daysto Party Planned Actual | Planned Actual| Complete 1 [Engineering Thomson &Litton| 6/8/2023] 10/15/2023] 129 2 |Submit Plans & Specs [Thomson & Litton | 10/15/2023} 11/14/2023 30] 3 4 5 6 DY RID INAI EP

The Preliminary Engineering Report was reviewed with Tracy Puckett on May 22, 2023. Thompson & Litton will address the comments and finish the design. The Preliminary Engineering Report was reviewed with Tracy Puckett on May 22, 2023. Thompson & Litton will address the comments and finish the design.

Recent Activity: An updated schedule is as follows:

Project Name: Sandy Ridge PER T&L Project Number: 16731

Prepared Date: 6/8/2023 Prepared by: Tim Mullins, Thompson & Litton / Robbie Cornett Thompson & Litton

ACTION Responsible Start Date Completion Date | Daysto Party Planned Actual | Planned Actual| Complete

Engineering Thomson &Litton| 6/8/2023 6/30/2023 22

[Submit Plans & Specs, Thomson & Litton | 6/30/2023 7/30/2023] 30

RCPSA Project Update June 18, 2023 5|

CASTLEWOOD AREA = POTENTIAL PROJEC!

Rt. 63 Dante Road/Bunchtown Road — Replacement of 6,000 L.F. of 8-inch main line for approximately 30 customers with a proposed cost of $1,019,900.

Hospital Hollow, Back Street, and 2-inch service line off Bunchtown Road ~ Replacement of 1,750 L. F. of 4-inch main line for approximately 13 customers with a proposed cost of $326,500

Gravel Lick Road ~ Phase | - Replacement of 15,200 L. F. of main line (various sizes) for approximately 100 customers with a proposed cost of $2,865,000.

Gravel Lick Road ~ Phase II - Replacement of 13,500 LF. of 8-inch main line for approximately 28 customers with a proposed cost of $1,949,100.

Banner Drive/Chiggersville (Griffith Street, Dingus Street, Powers Street, 2-inch service lines, Lee Street/Longview Drive, Tates Street, Radio Road, Cedar Steet, North Counts & East Counts Drive) — Replacement of 9,700 L.F. of main line (various sizes) for approximately 128 customers with a proposed cost of $2,498,100.

Old Castlewood Area (Boyd Drive, Winchester Street, Vinton Steet, Campbell Street, Church Street, Old Temple Drive, Porter Street, Regan Drive, Valley Circle, Chafin Lane, Farr Steet, Talbert Steet, Wohford Circle, Franks Drive, Beauchamp Drive, Quarry Road/Roger Circle Road, Quarry Road/Whites Street, Castlewood Quarry Office) ~ Replacement of 18,300 L.F of main line (various sizes) for approximately 155 customers with a proposed cost of $3,457,500.

Honey Branch ~ Replacement of 1,850 L.F. of 4-inch main line for approximately 17 customers with a proposed cost of $342,800.

Morefield Bottom ~ Replacement of 4,360 L.F. of mail ‘ious sizes) for approximately 42 customers with

a proposed cost of $1,013,500.

line (v

Neece Street and Blackstone Lane ~ Replacement of 1,000 L.F. of 4-inch main line for approximately 16 customers with a proposed cost of $310,000.

Rt. 732 - Crooked Branch - Replacement of 3,500 L-F. of 4-inch main line for approximately 17 customers with a proposed cost of $416,800.

RCPSA INTERCONNECTION PROJECTS Back Valley — To allow pumping from South Clinchfield to Big A Mountain. Will require two pump stations.

Route 19/58 ~ To allow water purchase from Washington County. Cuba Porter, Harvey Hart, and James Baker met with Washington County Service Authority on November 9, 2021, to discuss.

RCPSA Project Update June 18, 2023 6|

RCPSA Board Members,

The items listed below provide a brief description of work performed in all departments of the PSA.

. Belfast Phase II & Ill: We have now received the final signature on the easement from the Raines heirs and the project is underway again. There remains approximately 2500’ of main line to be installed before making service installations. Weather permitting, this project will be completed ina timely manner.

. Castlewood System Improvements Phase | (WSL-027-17): The final portion of the project is currently underway and RCPSA staff is working with the contractor to do the fusing on the HDPE pipe.

. House & Barn Mountain Project: Tim Mullins has resubmitted a funding application to VDH for this project. We are currently waiting for a funding offer from the funding agency.

. Fire Hydrants: Routine testing and maintenance being done on hydrants. Replaced a hydrant at Yates Estates.

. Sandy Ridge Project: Engineers are working on the PER (Professional Engineering Report).

. Town of Lebanon Water Rates: We did receive copies of the requested Audit Reports and have been reviewing the reports. We have also asked for the towns’ maps to verify the amount of footage of transmission lines. Currently, we have not received these maps.

Page 1 of 4

Dante Sewer: | recently met with the Engineers concerning this project to review the proposed plans. After reviewing the plans, it appears that all the RCPSA criteria for design has been met, however, | have asked Brad Patton and Mike Horton, Maintenance Superintendent, to review them as well to assure there is no conflicts since he maintains the systems on a continual basis. T&L will further comment at the meeting after receiving notice from Mr. Horton.
Straight Hollow Waterline Replacement Project: Once again, | recently met with the Engineers concerning this project to review the proposed plans. After reviewing the plans, it appears that all the RCPSA criteria for design has been met, however, | have asked Brad Patton and Mike Horton, Maintenance Superintendent, to review them as well to assure there is no conflicts since he maintains the systems on a continual basis. T&L will further comment at the meeting after receiving notice from Mr. Horton.
Chiggersville Sewer: We are currently awaiting a response from DEQ about Loan/Grant funding. There also may be some other options in terms of funding for this project as well.
Old Castlewood Galvanized Replacement Project: These type projects will fall under the Engineering study for replacements.
Copper Ridge Project: As discussed at our previous meeting, we have recently met with Robert Hilt with RD (Rural Development) to discuss a Planning Grant for the development of a Water Treatment Facility. Per his request, we have currently submitted the latest Audit Report and are verifying the obligation of debt from the RCBOS. Also, Mr. Hilt stated that water & wastewater rates were an issue and an increase must be considered in going forward. Jon Broskey will further discuss at the meeting.
Nashes Ford Project: Engineers are currently working with Cumberland Plateau on the Environmental Review.

Office/Cleri

Rhonda continues to work on drawdowns for the construction projects as well as coordinate with regulatory agencies on monthly reports and Consumer Confidence Reports (CCR).

Page 2 of 4

Water/Wastewater Plant Operations and Maintenance:

Changed additional Sewer Grinder Units in Dante.

Repaired telemetry at Long Branch Tank.

Installed new pumps at Belfast and Drill Pump Stations and performed flow rate test.

Worked on Sargent Spring entry point to enhance water flow.

We are currently performing accuracy tests on Monitoring Meters on the Castlewood/Dante Systems. All that has been tested up to this point has been inaccurate and we are continuing to wait on data from the test results to see how skewed the percentages are. The inaccuracy of these meters is also affecting the accountability in these systems.

Water Maintenance/Operations:

The PSA crews continue to perform general maintenance to all systems: work orders, disconnects, reconnects, new installations, meter reading, hydrant flushing and hydrant repairs, etc…

At the previous meeting, | reported that the construction crew had placed 14 customers on the new water main on the Old 65 section of Mew Rd. This allowed for another section of the galvanized line to be taken out of service in which we had incurred several leaks, and which had been very problematic. Since then, the maintenance crew has completed the installation of the new SDR 13.5 plastic pipe and removed the remaining galvanized line in Henry Counts Trailer Park,

Again, while the water loss report does show some signs of improvement, we are still challenged with the issue of meter inaccuracy. The inaccuracies do not reflect the true accountability; however, we are now into the second month of no water purchases from the town of St. Paul.

Asphalt/Stone Repair: Leak areas. Water Taps (new connections):

Sewer Taps/Flushing/Repairs:

Leak Detection: Crews continue leak detection in all systems but mainly in the Castlewood/Dante areas.

Valve/Valve Box Repairs:

Line Setter Repairs/Replacement:

Repaired/Replaced PRV’s:

Page 3 of 4

Water Line Repairs:

12 - 3/4” Service Lines: Castlewood, Green Valley, Swords Creek, Rosedale 1-1” Service Line: Castlewood

0-2" Water Mi

0 - 4” Water Main: 0-6” Water Mai 1-8” Water Main: Castlewood

Total Leaks Repaired. 4

Tracy Puckett

Drang Grebe

RCPSA Interim Director

Page 4 of 4

The Russell County Public Servi Proposed Operating Budget

2023/2024 2022/2023 Budget 23-24 [income Water Sewer Water Sewer [Water Revenue $2,720,000.00 $0.00, $3,084,492.00] [Sewer Revenve $0.00 | $267,500.00) $301,431.00] rash Revenue $4,800.00 $0.00, $4,800.00] $0.09] [Hookup Feos Revenue $53,900.00 $2,400.00 $60,000.00] $0.09] [Reconnect Revenue $48,400.00 $5,200.00 $49,000.00] $0.09] [County Contibutions - Loan Repayment $362,460.00 $0.00 $366,633.00] $0.09] [County Contibutions - Loan Repayment Dante Replacement $0.00 $109,572.00 $0.00[ $75,000.09] [Salo of Product income $0.00 $0.00 $0.00] $0.09] in ChecllReturn Fae 3550.00 $300.00 $2,000.09] $0.00] $1,700.00 $0.00 $0.00] $0.00] & Assessment Revenue $85,300.00) $6,300.00 $91,840.00] $5,600.00 [Miscelfaneous Revenue $800.00 $100.00 $15,000.00] $0.00] [Transfer Fee Income - Castlewood $9,900.00 $200.00 $1,000.00] $0.00] ansfer In from Construction $250,000.00 $0.00 $175,000.00] $25,000.00 Frotatincome $3,537,810.00| $391,572.00] | $3,849,765.00| $407,031.00] [Debt Expense [NIP New Peoples (LOG) $24,000.00 $0.00 $24,000.00 $0.00 [NP Service Trucks ‘$75,000.00 $0.00 $15,048.00 $0.00 [NIP RO Dante Sewer $0.00 $49,572.00 $0.00 | $49,572.00, [NIP RO Swords Gresk $43,308.00 $0.00 $43,308.00 $0.00 $93,148.40 $0.00 $211,574.00 $0.00 $404,172.91 $0.00 $444,027.00 $0.00 [NIP RO Water Treatment Plants $19,068.00 $0.00 $19,068.00 $0.00 NIP RO Loan-Dante Rehab $49,272.00 $0.00 $49,272.00 $0.00, [NIP RD GW Area Sewer Phase 1A $0.00 $93,456.00 $0.00 [$93,456.00 [NIP VRA Glade Hollow $20,149.18 $0.00 $20,149.00 $0.00 [Enterprise Fest $0.00 $0.00 $63,973.00 $0.00, lnrastructure Reserve (Debi Resowve) $33,000.00 $0.00, $25,000.00 | $5,000.00) [Total Debt Expense $801,118.49 | $143,028.00 $915,419.00 | $148,028.00 [Expenses [Water Plant Membrane Filer Reserve 360,000.00 $0.00 $50,000.09] $0.00] [Water Purchases - Lebanon $380,000.00 $0.00 $390,000.00] $0.00) [water Purchase - Castlewood $9,000.00 $0.00 $80,000.00] $0.00) [Sewer Fees -Lebanon $0.00 $12,000.00 $0.00| $13,000.00} [Salaries & Wages $984,000.00 $65,000.00 $1,027,322.00| _ $65,920.00} [Payroll Taxes $71,100.00 ‘$7,900.00 $73,233.00] $8,137.00 [Uniforms $8,000.00 ‘$2,000.00 $8,025.00 $1,605.00 [Employment Related Health Expense $1,000.00 $0.00 $3,500.00] $0.00) iBank Service Charges: $1,000.00 $0.00 $500.00] $0.00] [Health Insurance Great $400.00 $100.00, $0.00] $0.00] [Retcoment, VRS & Hybrid Expense $60,000.00 $25,000.00 $49,440.00] $12,360.00 [Contact Labor - Water - Lebanon $0.00 $0.00 $5,500.00] $0.00] [Contract Labor - Water Castewood $5,000.00 $0.00 $30,000.00] $0.00] [Contract Labor - Sewer - Castlewood $0.00 $20,000.00 $0.00{ $25,000.00} [insurance Health, Dental, Vision $204,300.00 $22,700.00 $171,200.00] $12,840.00 [insurance Short torm Disablliylfe insurance $9,000.00 $1,000.00 $10,000.00] $1,500.00 [surance Worker’s Compensation $21,600.00 $2,400.00 $25,000.00] $5,000.00

Page 1 of 2

[insurance Labi insurance $45,900.00 $5,100.00 $45,000.00] $5,000.00] [retephonercen $28,000.00 $2,000.00 $29,000.00] $3,000.00] etectic $93,200.00 $9,800.00 $110,000.00] $15,000.00] iternor $9,450.00 $1,050.00 $12,000.00| $3,000.00] foter ualtes $1,000.00 $0.00 $1,000.00 $0.00] [chemicals 315,635.51 $4,400.00 $15,000.00] $3,000.00] [Samptes $24,000.00 $1,000.00 $30,000.00] $8,000.00] [Monitoring $1,500.00 $500.00 $1,500.00[ $500.09] [Materials & Supplies $180,000.00 $20,000.00 $170,000.00] _ $15,000.00 [Smit Toots & Equipment $9,900.00 $1,100.00 $13,000.00] $2,500.00 [Repairs & Maintenance System $180,000.00 $20,000.00 $185,000.00] _ $20,000.00] [RAM EquipmendVehictos $34,200.00 $3,800.00 $40,000.00] $5,000.00 [Sas OW Grease $81,100.00 $7,900.00 $85,000.00] $8,000.00 [ragsriterie $3,510.00 $390.00 $3,500.00] $500.00] [orice Suppties $20,000.00 $1,000.00 $20,000.00] $2,000.00 Postage & Delivery $23,400.00 $2,600.00 $18,000.00] $2,000.00 Printing & Reproduction $1,000.00 $0.00 $500.00] $0.00] [Accounting $34,000.00 $0.00 $32,567.00] $0.00] Enaineoring $8,500.00 $500.00 '$6,000.00| $1,000.00] [water Works Operation Foes $15,300.00 $0.00 $16,000.00] $0.00] Rental Exvense $10,000.00 $0.00 35,000.00 $0.00] [Advertisement $1,500.00 $0.00 $2,000.00] $0.00] [Service Charges $12,000.00 $0.00 $20,000.00] $0.00] Dues, Subscriptions & Member Fees $34,000.00 $0.00 $28,000.00} $0.00] Least Fees $10,000.00 $0.00 $8,000.00] $0.00] [Training $4,500.00 $500.00 '$2,500.00| $500.00] eas and Enteraiament $2,500.00 $0.00 $6,000.00] $0.00] [raver $2,500.00 $0.00 $4,000.00] $0.00] Director Foos $10,000.00 $0.00 $210,000.00] $0.00] [Morefield Sowage Processing $0.00 $3,500.00 $0.00) $3,500.00 [Castlewood Sewage Processing $0.00 $16,000.00 $0.00} $16,000.00 [Contribution to Town of St Paul Sewer Pant Loan $0.00 $25,000.00 $0.00) $35,000.00 Ratiement $0.00 $0.00 352,440.00) $2,760.00 [inerest Expense $3,000.00 $0.00 $2,000.00] $0.00] [otal Expenses $2,713,995.51 | $271,240.00] | $2,896,727.00| $296,622.00 [Diference $22,696.00 | ($22,696.00) $37,619.00] ($37,619.00)

Page 2 of 2

teeny Mle

A WARM WELCOME IN yy RUSSELL COUNTY, VA

Take a backroad to “The Heart of Southwest Virginia" for outdoor adventures the whole family can delight in, Around every comer in Russell County, Viginia ae breathtaking hikes, hilin kayak runs, and amazing

ATVtrais.Attough, what makes Russel County so unique to visitors isthe

Li LT»

hospitality you are greeted with as soon as you cross the county in.

Moke your fst stop at The Great, Cannas Natural Are Preserve, wnere you can hike wal systems and discover Nsorc rock formations. For water- lovers, neadto Cinch River Sate Park, ‘where you can kayak, canoe, or ust relaxin the rivet. ocal ecreatonal cutters are avail to hep you with all your needs to get onthe water, inclusing eking you to vacous launch points along the river. Float your way own to otter cecreavonal towns ike the town of Cleveland, Vigna, where yu can find you spot to camp for

the nig. Betore you

go.vesute Ee twexplore

the mapped:

out, scenic

backroads,

popular with (EY Aas

REST STOP

motorcycle yet and hot od enthusiast.

Kingsport, TH-50 mies southwest
Charette, NC-200 miles southeast
Alana, GA-350 mies southoest

‘PsRINeRUSSELACOM

Food Truck Park Agreement

THIS AGREEMENT (hereinafter referred to as the “AGREEMENT”), made in duplicate, this the Z2_ day of juve , 2023, by and between the INDUSTRIAL DEVELOPMENT AUTHORITY OF RUSSELL COUNTY, VIRGINIA, a political subdivision of the ‘Commonwealth of Virginia, with a mailing address of 133 Highland Drive, Suite B, Lebanon VA 24266, hereinafter “Landlord”; and THE RUSSELL COUNTY TOURISM, a subdivision of the Russell County Board of Supervisors, herein referred to as “tenant’, whose address is 137, Suite A, Lebanon, VA 24266:

DESPRIPTION OF THE PREMISES

The Landlord agrees to allow the Tenant use of the additional parking lot located across the road from 122 Haber Drive, Lebanon VA 24266, also known as Russell Place. This parking lot was previously used as overflow parking for the Russell Place facility.

USE OF THE PREMISES

The Landlord has agreed to allow the Tenant to organize and oversee the establishment of a Food Truck Park on this premises. The Tenant agrees and understands that the Landlord is allowing the Tenant to use the premises under the following conditions:

The Landlord is actively marketing the property for sale or lease to potential industries. The Tenant will have permission to utilize the property as long as the Landlord has not identified a potential industry to lease or purchase the property.
The Tenant agrees to fully vet potential food trucks to ensure they meet the specifications required by the Town of Lebanon, (current business license, health department inspection, etc.)
The Tenant agrees to work with the Town of Lebanon for trash pick-up.
There will be ‘no cost” to the Tenant for the use of the premises.

TERMINATION OF AGREEMENT

Said agreement can be terminated at will by either party. The Landlord will notify the Tenant of any potential buyers. This will allow the Tenant to make any arrangements for scheduled events. The Tenant will notify the Landlord if they chose to no longer continue the Food Truck Park.

ATTACHMENTS

Picture of the Premises being utilized.
Form that Food Trucks are required to complete for the Town of Lebanon to be eligible to operate their business within Town limits.

INDUSTRIAL DEVELOPMENT RUSSELL COUNTY TOURISM OF AUTHORITY OF RUSSELL COUNTY, RUSSELL COUNTY, VIRGINIA VIRGINIA

py, Zee eae 2

Ernie McFaddin, Executive Director

Town of Lebanon Business License Application

P.O. Box 309 For the License Year 2023 Lebanon, VA 24266 Account ; Phone 276-889-7200 Trade Name Location: Business Name and Mailing Address Nam Phone: ‘SSNV/FED 10:, E-Mail: ‘Check one of the lines below Business Professional Contractor, Trailer Park _____ Food Truck Coin Operated Machines Itinerant Merchant: Medical Clinic (If yes are you OPT or OBOT Treatment Facility). Yes __No Gross Sales Tax Penalty Interest

‘IMPORTANT ‘YOU MUST ATTACH A COPY OF YOUR PRIOR YEAR’S FEDERAL INCOME TAX RETURN OR APPROVED DOCUMENTATION MAKE A COPY OF THIS FOR YOUR RECOROS AND RETURN WITH PAYMENT

Signature of Applicant or Authorized Agent

Ucense

|, the Town Treasurer find the foregoing application acceptable: therefore, this license grants the applicant named in the application to prosecute the businesses, occupations, or professions by the application as indicated by the extension of the taxes thereon, and thelr payment as Indicated hereon, at the definite house or place in the Town of Lebanon described in the application, for the period beginning:

Beginning Date: and expiring:

This license shall not be valid or have any legal effect until the taxes prescribed by faw (and penalties and fees) as shown on the foregoing application and hereon, be pald to the treasurer of the Town of Lebanon, and the fact of such payment appear ln the face hereof by the signature of such Treasurer hereto.

Approved Date {Total Tax, Penalty & Fees) $

‘And Signature:

Receipt Check #

MM Gma il Loretta Vance [email protected]

April 2023 Monthly Report

1 message

Ashley Puckett <ashley,[email protected]> Thu, Jun 1, 2023 at 10:31 AM To: Loretta Vance <loretta,[email protected]>

Russell County Animal Shelter

Monthly Report April 2023 Stray Owner Seized Bit Other Total surrender Quarantine Transfer 16 15 31 Adopted 1 1 Ownet Reclaimed Euthanized 4 1 5 Died in Custody Other Total 21 16 37

Intake Total: 35 Total

M Gmail

May 2023 Monthly Report

‘1 message

Ashley Puckett [email protected] To: Loretta Vance [email protected]

Loretta Vance [email protected]

Wed, Jul 5, 2023 at 10:52 AM

Russell County Animal Shelter

stray Transfer 16 Adopted 2 Owner 3 Reclaimed Euthanized 3 dogs 1 cat Died in 1 Custody Other Total 26

Intake Total: 43

Monthly Report Ownet Seized Bite Case surrender Quarantine i 3 10 24

Other Total 1 28 (Keke) 5 1 4 Owner arrest 14 1 2 52

see Court Publ Lary,

Members Present Members Absent Judy Ashbrook Bob Breimann

Library Board of Trustees Meeting

Ann Monk Susan Breeding

Karen Davis Sharon Sargent ‘Yvonne Dye i Sherry Lyttle wa Sharon Van Dyke

Chair Karen Davis called the meeting to order 16 May 2023 at 5:08 pm. Kim Fife moved & Ann Monk seconded a motion to approve the agenda as distributed.

Minutes: Judy Ashbrook moved and Sharon Sargent seconded a motion to approve the April minutes as distributed; motion passed.

Financial: Kim moved and Bob Breimann seconded a motion to approve the bills; motion passed.

Staff Reports: Kelly reviewed the staff & director’s reports. Tabled Business:

Old Business:

New Business: Kim moved and Judy seconded a motion to approve the revised bylaws; after discussion, motion passed.

Bob moved and Ann seconded a motion to approve the FOIA fees with the inclusion of a research fee of $25 per request; after discussion motion passed.

Review & Summary: Next meeting: 20 June 2023 Kim moved and Sharon seconded a motion to adjourn; motion passed.

Respectfully submitted, Kelly McBride Delph

RUSSELL COUNTY CONFERENCE CENTER

June 1, 2023

‘The following is a list of the Russell County Conference Center events for the month of June.

Date Event Event Type ‘Space 06/03/23 ‘Sam Whited Memorial Gospel Music Convention Community Full

‘Aaton Bostic Event $0

06/04/23 Baby Shower Individual Full Mickie Breeding Event $125

06/09/23 Castlewood Christian Graduation Individual Full ‘Shanna Cook Event $135

06/10/23 Graduation Party Individual Full Jacob Music Event $135

06111123 ‘Wedding Shower Individual Full villian Helton Event $135

0616/23 Baby Shower Individual Full Jeannie Childress Event $125

Date Event Event Type Space

06/17/23 Just One Event ‘Community Full Clarence McGlothlin Event $125

osi23/23 Cumberland Mountain Prom Community Full ‘Adam Wade Event $125

06/24/23 Family Reunion Individual Full

Charlotte Hensley Event $25

08129123 Wedding and Reception Individual Full Tracy Byrd Event $125

$125.00

Final Total = $ 1,055.00

THE RUSSELL COUNTY TRANSPORTATION AND SAFETY COMMISSION MET AT BONANZA RESTAURANT IN LEBANON VIRGINIA ON JUNE 13TH 2023. NOTICE MEETING TIME HAS BEEN CHANGED BACK TO 600 PM

MEMBERS & GUEST PRESENT GARY DOTSON EUGENE FERGUSON BARBARA COX HENRY STINSON LINDA CROSS CARL RHEA MIKE OQUINN BILL WATSON

GUARD RAILS CONTRACTOR BEHIND IN BRISTOL AREA

1-GUARD RAILS REPLACED AS DAMAGED

2-RT 80 DON STEVENS DR. GUARD RAIL DAMAGED BARTONS GARAGE DOWN IN SUBV. 3-RT. 19 N VALREO CROSS OVER GUARD RAIL END DAMAGED.

4-RT 58 WEST DAMAGED GUARD RAIL AT MILE MARKER 61 CROSSOVER

5-RT. 58 W AT QUARRY ROAD GUARD RAIL EXTENSIVE DAMAGE

6-RT. 19 N WAL-MART ENTERANCE GUARD RAIL DAMAGED

7-RT 19/80 INTERSECTION GUARD RAIL DAMAGED.

8-RT 58 WEST GUARD RAIL DAMAGED NEAR MILE MARKER 62.6 IN A STEEPE CURVE

9- RT- 58 EAST GUARD RAIL DAMAGED NEAR MILE MARKER 62.6

10-RT RT 58 W/683 MEMORIAL DRIVE SIGN POST DAMAGED AT THE INTERSECTION 11-RT 58 WEST MILE MARKER 68.8 ACROSS FROM HONAKER CHAPEL GUARD RAIL DAMAGED 12-RT 58 WEST NEAR MILE MARKER 71.8 TREE FELL DAMAGING GUARD RAIL

ALL GUARD RAILS HAVE BEEN REVIEWED AND TURNED IN

SHOULDER REPAIR AND POT HOLE

1-RT 615 GRAVEL LICK BETWEEN GOLF ENTRANCE AND THE OLD TRASH DUMP ROAD SINKING WILL PATCH WHEN ASPHALT IS AVAILABLE

2-RT 58 WEST AND EAST AT THE TRUIST BANK AREA DITCH PARTIALLY PLUGGED CAUSING WATER TO BACKUP THUS FLOWING ONTO THE ROAD

3- RT 67 1/8 MILE FROM TAZWEELL COUNTY LINE SHOULDER BREAKING OFF

4-RT 19/80 NORTH BOUND ROAD HAS A LARGE DIP AT THE TURN OFF

5-RT 615 FIRST HOUSE ON DINSMORE HILL PAST GOLG COURSE BOTH SIDES OF ROAD WASHING OUT.

6-RT 682 DEAD AND LIVE TREES HANGING OVER THE ROAD FIRST MILE FROM RT 609 AND. BRUSH FROM FALLEN TREES LAYING ALONG THE ROADWAY NEAR THE TOP NEEDS TO BE REMOVED. REMOVAL PENDING NEW CONTRACTOR

7-RT-623 BOSTIC HOLLOW OFF MILLER CREEK ROAD BREAKING OFF AT A DRAIN PIPE IN A CURVE

8-RT 613 MOCCASIN VALLEY NEAR HOUSE 3951 ROAD BREAKING OFF. DEFLECTOR AND DELINATORS HAVE BEEN INSTALLED. WILL RIP RAP DITCH

9-RT 67 NEAR E. DILLION WATER STANDS IN ROAD DURING RAINS POSIBLE FIX IS TO CUT A. WINDOW IN THE SHOULDER OR EMIMATE BERM

10-RT 67 DYE HILL A 40 FEET SECTION OF ROAD SINKING. WILL OVERLAY

11-RT 661 CLEVELAND ARTRIP BRIDGE GUARD RAIL BEING WASHED OUT NEAR CAMPBELL KISER

12-RT 690 CLAY STREET ST CASTLEWOOD LIMB HANGING OVER THE ROADWAY

13-RT 637 JUST BEFORE OLD SKATING RINK LARGE POT HOLES.

14-RT 19 NORTH NEAR SOULS HARBOR CHURCH ROAD SINKING. WILL MILL AND RESURFACE 15-RT 727 SCENIC GARDEN ROAD WATER LINE CROSSING THE ROAD HAS SUNK DOWN.

16-RT 614 AT THE BLUFF NEEDS LINES PAINTED AND DEFLECTORS ROAD OFTEN FOGGY OR ICY 17- HERTIAGE DR. OLD HONAKER ROAD CEDAR TREE HANGING OVER THE ROADWAY

18-RT 58 W NEAR MILE MARKER 62.6 BUZZARDS ROOST THE STEEP CURVE NEEDS ATTENTION CHEVRONS ARE IN PLACE. POSSIBLE IMPROVEMENTS WOULD BE FLASHING CHEVRONS AND A CURVEY /CROOKED ROAD SIGN. SEVERAL WRECKS HAVE HAPPENED AT THIS SITE OVER THE YEARS

19-RT-640 NEEDS TWO CURVES SCALED BACK FIRST ONE APPROXIMATELY 1 % MILE FROM RT. 82 NEAR A WEEPING WILLOW ACROSS FROM TOMMY BREEDING HOUSE

20-RT 1120/80 GREEN ACERS BRUSH NEEDS TO BE TRIMMED FOR VISIBILITY

21-RT 82 CLEVELAND ROAD NEEDS REFELECTOR ON DOWN THE MOUNTAIN GUARD RAILS. 22-RT 19 S NEAR NOLAN STEVENS AT THE CROSS OVER ROAD HOLDING WATER

23-RT 740 COPPER ROAD ENTIRE ROAD NEEDS TO BE RESURFACED, WILL REPAIR WORSE SPOTS

24-RT- 657 GREEN VALLEY NEAR SHAW ST. ROAD SINKING DUE TO WATER LINE CROSSING THE ROAD

25-RT 662 ROAD NEEDS WIDENED FROM ROUTE 82 TO SMOOCH BRANCH

26-RT 19 S FROM SIGNAL LIGHTS TO STAMPER’S GARAGE PASSING LANE HOLDS WATER DURING STORMS

27- RT 19 N NEEDS TO EXTEND SPEED LIMIT SIGN FROM EXIT 2 TO SIGNAL LIGHTS AND POSSIBILY INSTALL RUMBLE STRIPS

SCHOOL BUS SAFETY AND OTHER CONCERNS 1- RT 611 JOHNSON SETTLEMENT REQUEST SPEED LIMIT SIGNS COUNTY NEEDS TO REQUEST A STUDY

ITEMS REPORTED CORRECTED 1-RT 58 W NEAR MILE MARKER 68.8 GUARD RAIL REPAIRED AT A DRIVE WAY ENTERANCE 2-RT 58W GUARD RAIL REPAIRED AT HAWKINS MILL

3-RT 58 E SEVERAL SECTIONS REPAIRED NEAR TRASH SITE

4-RT 19 CROSS-OVER S END CAP REPLACED

5-RT 949/ 19 INTERSECTION POT HOLES REPAIRED. 6-CARTERTON NEAR CLINCH RIVER BRIDGE ROAD RESURFACED 7-RT 662 3 MILE FROM ROUTE 82 DRAIN PIPE UNPLUGGED

FUTURE SUGGESTED MAJOR SAFETY PROJECTS

1-RT 627 DANTE SAWMILL HOLLOW ROAD NARROWS TO ONE LANE NEEDS TO BE WIDENED JUST ACROSS THE RR TRACKS. AT THE CULVERT

2-Rt. 80 FROM THE DOUBLES TO RT.19 NEEDS A PASSING LANE INSTALLED. SMART SCALE PROJECT. NEEDS TO BE INITIATED BY THE COUNTY

3-ARTRIP RD. % MILE FROM CLEVELAND BRIDGE BANK NEEDS TO BE TAKEN OFF TO WIDEN ROADWAY. WILL REVIEW WITH RESIDENCY TWO DIFFERENT PROPERTY OWNERS

4-RT 667 CENTURY FARM RD. FIRST INTERSECTION NEEDS TO BE WIDENED HAVE HAD SEVERAL WRECKS POSSIBLE REVENUE SHARING PROJECT

5-RT 651 HUBBARD TOWN ROAD INTERSECTION ONTO NEW GARDEN ROAD NEEDS TO BE WIDENED A BLIND SPOT IN THE CURVE. TWO CRASHES IN THE LAST TWO YEARS POSSIBIBLY SCALE BACK THE BANK

6-RT 684 OFF ROUTE 65 ROAD NEEDS TO BE WIDENED ESPECIALLY ON THE LOWER END UP TO. THE CHURCH

UNDERLINED AND BOLD COMMENTS FROM HENRY KINCER

COMMISIOM MEMBER INFROMATION

BARBARA COX 971 1502 JOHNNY JESSEE 7016780 LINDA CROSS 794 7618 TIM LOVELACE 971 0367 GARY DOTSON 7 62 9803 TONY MAXFIELD 254 2492 EUGENE FERGUSON 210 8504 MIKE O’QUINN 701. 7086 CARL RHEA 254 3810 HENRY STINSON 873 4905 HENRY KINCER 889 7601 BILL WATSON 794 1021

NEXT MEETING WILL BE JULY 11TH 2023 WE THANK ALL WHO ARE INVOLVED IN KEEPING OUR ROADWAYS SAFE AND OUR GUEST PARTICAPTION

CUMBERLAND PLATEAU RWMA: DICKENSON COUNTY:

CUMBERLAND PLATEAU.

‘Mr, Damon Rasnick

Mr. Toby F. Edwards, Executive Director Mr Ronald Peters

BUCHANAN COUNTY:

RUSSELL COUNTY: Mr. Jeff Cooper Mr. Tim Hess. aN Mr. Carl Rhea

Mr. Tim Lovelace

Regional Wi Minnagen Antoni

Agenda |. June 15, 2023 CPRWMA Board of Directors Roll Call for Quorum.

I. a) Approval of Minutes of the May 17, 2023 meeting… Motion: Seconded:

Ill. Administrative Business

a) Review CPRWMA Waste Stream Report May 2023…

b) Approval of the Treasurer’s Report for the month of May 2023…

Motion: Seconded:

c) _ CPRWMA Attorney’s Report for May 2023.

d) — Litter and Recycling Report. IV. Old Business

V. New Business VI. Correspondence/Public Comment

VII. Adjournment and Next Meeting. Chair or Vice Chair conducting the meeting: Motion:, . Seconded: Minutes submitted by: Carl Rhea and Saundra Honaker

i i 137 Highland Drive / P.O. Box 386 Lebanon, VA 24266 Phone 276-833-5403 Email [email protected] www.cprwma.com

CUMBERLAND PLATEAU RWMA: Mr. Toby F. Edwards, Executive Director

DICKENSON COUNTY:

CUMBERLAND ATEAU.

Mr. Damon Rasnick ‘Mr. Ronald Peters:

BUCHANAN COUNTY:

RUSSELL COUNTY: Mr. Jeff Cooper Mr. Tim Hess Mr. Carl Rhea

Mr. Tim Lovelace

muorily

Cumberland Plateaia Regional Waste Management Authority Monthly Board Meeting Minutes

May 17, 2023

Members Present: Others Present:

Ron Peters, Chairman Toby Edwards, Director

Tim Hess, Vice Chairman Phillip Justice, Legal Counsel

Carl Rhea, Secretary/Treasurer Saundra Honaker, Finance Officer & Spouse

Tim Lovelace Danny Davis, BC Transfer

Jeff Cooper

Damon Rasnick

CALL TO ORDER; Chairman, Ron Peters, called the May 17, 2023, meeting of the Board of Directors to order at 5:30 PM in Lebanon, VA. The Pledge of Allegiance and prayer were given.

QUORUM: A quorum was established.

APPROVAL OF MINUTES: The minutes of the April 20, 2023 monthly meeting of the Board of Directors was presented for consideration. Page two of the minutes needs to be amended to put 6:15 pm in the underlined section of the continuance of the meeting. A motion was. made by Damon Rasnick and seconded by Carl Rhea to amend the minutes to add 6:15 pm on Page two to reflect the time the meeting was continued and to approve the minutes as amended. Motion was ratified, voting as follows:

Carl Rhea - Aye Damon Rasnick ~ Aye Tim Hess- Aye Tim Lovelace - Aye Ron Peters - Aye Jeif Cooper - Aye

‘The minutes of the May 3, 2023 (continued meeting of Apri! 20, 2023 monthly meeting) were presented for consideration. A motion was made by Jeff Cooper and seconded by Damon Rasnick to approve the minutes as presented. Motion was ratified, voting as

follows: Carl Rhea - Aye Damon Rasnick ~ Aye ‘Tim Hess- Aye Tim Lovelace - Aye

Ron Peter 3Abighland Drive / P.O. BoarsBbopkebayen 1, VA 24266 Phone 276-833-5403 Email [email protected] www.cprwma.com

ADMINISTRATIVE BUSINESS

Cumberland Plateau Regional Waste Management Authority

Monthly Board Meeting Minutes

May 17, 2023 Page 2 WASTE STREAM REPORTS — April 2093; Toby Edwards reviewed the waste stream reports, Buchanan was down and Dickenson/Russell was down a little.

‘TREASURER’S REPORT - April 2023: Carl Rhea presented the CPRWMA Treasurer’s Report, reporting the total cash balance was $95,745.92 at the end of

April, A motion to approve the report as presented was made by Damon Rasnick and seconded by Tim Hess. Motion was ratified, voting as follows:

Carl Rhea - Aye Damon Rasnick ~ Aye Tim Hess- Aye ‘Tim Lovelace ~ Aye Ron Peters - Aye eff Cooper - Aye CPRWMA ATTORNEY’S REPORT ~ April 2023 Attorney, Phillip Justice, stated that

they have been working on the waste disposal and hauling contracts,

LITTER AND RECYCLING REPORT: The data for the recycling report has been submitted with an estimate of 28.6% rate, however the final figures will not be available for quite a while,

OLD BUSINESS

SOLID WASTE DISPOSAL AND TRANSPORTATION FINAL RATES:

Waste Disposal + | !

Waste Management, Inc negotiated a rate of $27 per ton the first year with a 4.5% CPI each year and no additional fees. Year 2-$28.22 and Year 3 $29.48 with a’three year contract and the ability to extend for 2 additional years (Year 4 $30.81 and Year 5 $32.20). Transportation Rates Buchanan Co

Year 1- $21.70 Year 2-$22.35 Year 3-$23.02 Year 4-$23.71 Year 5-$24.42

Dickenson Co Year 1-$21.48 Year 2-22.12 Year 3-$22.79 Year 4-$23.47 Year 5-$24.18

Russell Co
Year 1-$19.64 Year 2-$20.23 Year 3-$20.84 Year 4-$21.46 Year 5-22.10

‘Transportation would have a base rate of $3.13 per gallon on the fuel surcharge and a 3% CPI

Cumberland Plateau Regional Waste Management Authority Monthly Board Meeting Minutes May 17, 2023 Page 3

A motion was made by Tim Hess and seconded by Damon Rasnick to authorize Toby to send a letter to the three counties notifying them of the new rates and to state that worl: has begun on finalizing a contract with both Waste Management and CEI. Motion was ratified, voting as follows:

Carl Rhea ~ Aye Damon Rasnick - Aye ‘Tim Hess- Aye ‘Tim Lovelace - Aye Ron Peters ~ Aye Jeff Cooper — Aye

Toby also stated that there will be a public hearing on the rate changes and that he will attend the meetings in all of the counties.

NEW BUSINESS

No new business. CORRESPONDENCE/PUBLIC COMMENT

ADJOURNMENT AND NEXT MEETING

A motion was made by Jeff Cooper and seconded by Carl Rhea to have the next meeting on ‘Thursday, June 15, 2023, at 5:30 PM at the Breaks Interstate Park,and to adjourn the meeting at 6:19 PM. Motion was ratified, voting as follows:

Carl Rhea - Aye A Damon Rasnick ~ Aye ‘Tim Hess- Aye ‘Tim Lovelace - Aye Ron Peters ~ Aye Jeff Cooper - Aye

Secretary/Treasurer Date

T__ Cumberland Plateau Regional Waste Management Authoriy Waste Stream Analysis I Period: January 1, 2023 to December 30th, 2023

Buchanan County

Lama

“otal Tons All (Poros) Waste Material(s) Janz023 Feb 023. tach 2023 Aps2023 May 2023 dna 2023, ly 2023, Auguat 2022 Sept2023__0ct23—Nov 202 Dac 023th Tomage

Fousehota 700.59 93286 10s067 sa659 1.11876 ‘O00 ‘000 000 ‘000 0.00 S00 000 5,088.67

|Commerciat se6s 11690 =< 7564 = 19082—=—477.39 0.00 ‘000 ‘000 0.00 000 0000.00 799.1

|Construction Debris 6944 912519803. e7eS 11324 0.00 000 ‘000 ‘000 000 000-000. ss7.62

lyarwash Waste 4295, 9999 -33039:~=~«9823~=~SCS0ag 0.00 0.00 ‘0.00 ‘000 000 000 000 220s

laine Waste 2511 a7.60 3816823221782 0.00 000 ‘0.00 ‘000 000 000 000 4449.73

Industrial Waste ‘0.00, 0.00 ‘009 0.00 ‘0.00 0.00 0.00 0.00 ‘0000.00 000 000 0.90

[Rooting Waste 000 ‘0.00 0a 0.00 ‘aca ‘0.00 09 ‘00 ‘000 0.00 000 0.00 0.00

rices 632 mrs e224 22 at ‘0.00 0.00 [ra ‘000 0.00 000-000 462.28

lwhite Goods ‘000 0.09 ‘0.00 ‘000 125 0.00 0.00 ‘000 ‘0000.00 ooo 0.00 125

Litter Plek-up 1.90 123 396 3at ‘609 ‘000 0.00 ‘000 (000 0.00 0000004788

itegal Dumps ‘000 0.00 ‘000 0.00 0.00 0.00 ‘0.00 0.00 ‘000 0.00 000 000 0.00

bry Sludge ‘000 ‘0.00 ‘0.00 0.00 ‘0.00 ‘0.00 ‘0.00 0.00 0000.00 000 000 0.00

Carcass 013 O14 ‘045 065 015 ‘000 ‘000 ‘oo (000 0.00 ‘0.00 0.00 1.52

[Storm Debris Mm W74e0 45369756 2245 000 ‘000 0.00 000 000 000 000 asa72

[row ot Gruny 0.00 ‘000 000 000 0.00 0.00 ‘300 0.00 000 000 000000

[Dickenson County

verge ‘ota oma! Parlor) Waste Matori(s) Jan2023__Feb2023__March2023__Api’2nz3__ay2023—suna.2023,———duly2023——August 2023, Sept 2020_Oct7029—Nov2ezs__ac20m Comes Tonnage sohold SeasT_s4g21 61808 S05 22 oa 38 300 O00 ‘O00 ‘O00 000 O00 000 a 956.44 ICommerciet 15836 1416815467 t81.47 117.88 ‘0.00 0.00 0.09 0000.00 000 000 75408 [Construction Debris 9238 3920-2198 3828 2385 ‘000 0.00 0.09 000 0.00 00000068 Yard Waste ‘0.00 ‘0.00 0.00 0.00 ‘0.00 0.00 0.00 ‘000 ‘0000.00 ‘000 — 0.00 000 Mine Waste 25348 -23644—~—«asDeS S38 Cases ‘0.00 0.00 2.00 0000.00 ‘000 000 4,201.82 industrial Waste ‘0.00 0.00 000 0.00 ‘0.00 ‘000 2.00 0.00 0000.00 ‘000 0.00 ‘0.00 [Roofing Waste ‘0.00 0.00 ‘0.00 ‘200 0.00 ‘000 0.00 0.00 ‘000 0.00 ‘000 0.00 0.00 ites 16.56 173326742508 23 ‘000 0.00 0.00 ‘000 000 000000 _ta7.s2 storm Debris ‘0.00 ‘0.00 0.00 ‘000 0.00 ‘000 2.00 0.00 ‘0000.00 000000 0.00 carcass oor ‘0.00 ‘000 068 0.00 ‘000 ‘000 0.00 ‘000 000 ‘000 000 075 Dry Sludge 0.00 ‘000 0.00 0.00 ‘0.00 0.00 ‘0.00 ‘000 000 000 000 000 0.00 IMutch 0.00 ‘000 ‘0.00 ‘0.00 ‘000 009 ‘000 ‘000 ‘000 0.00 000 0.00 0.00 iegat DumpsiCtesnups +198 0.00 768 0.09 000 0.00 000 000 009 00 000 = _ 0.00 876

| tome tito 778s 490006 42902 testo a0 ooo) atom .na 5,285.54 | 3,000.11

rows ot Cntwood ‘000 ‘0100

_Cumberend Patsy Realonsl Waste Manecement Author,

[Russell County

avenge Totaeomall (Peron) ‘Avéiz023___way20z3_ Juno 2023_Jly2023__Augost 2023_Soptt024__Octanaa_—Novata3__Dee202s Colonna Tonge SCRA O00 200 ‘O00 ‘300 0.00 ‘o.00 300 eanraz 4688172860 000 0.00 0.00 000 0.00 0000.00.88 2254 70891 ‘000 0.00 0.00 0000.00 0000.00 <4a7t 0.00 0.90 ‘0.00 2.00 000 000 000 0000.00 0.00 0.00 0.00 0.00 0.00 000 000 000 000 0.00 0.00 aa 2099 000 0.00 2.00 000000 000.00 148.37 ‘0.00 0.00 0.00 ‘000 ‘000 ‘000 000 008.0000 3223 4995, 0.00 ‘000 ‘000 000 000 0000.00.08 ‘009 ‘000 0.00 ‘000 ‘0.00 000 0.00 ‘0000.00 0.00 0.00 ‘000 2.00 ‘000 ‘000 ‘000 000 000-000 0.00 0.00 ‘000 ‘0.00 ‘000 ‘000 000 000 200 000 0.00

Waste Material(s) _sen2023 ld Tart ICommerciat 740.80 [Construction Debris 118.86 lvaraiash Waste 0.00 Mine Waste ‘0.00 Industrial Waste 230 JRoofing Waste ‘0.00 1518

0.00 0.00 0.00

1475 462 1164 591 6.08 0.00 000 00 000 000 000 9043.00 iegal Dumpsite 136 os¢ 433 oa7 6.08 0.00 ‘000 ‘000 000-000 000 000~—~SC28 |storm Debris ‘000 ‘000 000 0.00 ‘000 0.00 ‘000 ‘000 0000.00 000 0000.00 Icarcass 058 440 251 0.48 083 0.00 ‘000 200 000 000 000 0.00 S61

Oy mh assez tsa 490025 190512 40028 0.00 oan a.m. .00 nnn [7 GOR TRT] 1 707

[Town of Lebanon 0.00 000 000 ‘000 000 000 000-000 lrown ef Honskor 000 0.00 [Town of Cleveland 0.00 ‘00 000 0.00 000 000 000 000

2023 22,540.56

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Cumberland Plateau Regional Waste Management Authority

Cash Flow Statement

May 2023

Cash Balance - Apr 30, 2023

Cash Received - Tipping Fees:

Buchanan (Apr)

106,990.30 Dickenson (Apr) 59,719.20 Russell (Apr) | | 82,579.19

Cash Expenditures Cash Expenditures - May 2023

Cash Balance - May 31, 2023

95,745.92

249,288.69

(236,540.25)

108,494.36

Fund Balances:

Capital Equip Replacement Fund

165,510.00

DEQ C/D

44,249.96

[Total in Bank

318,254.32

Cumberland Plateau Regional Check Register

For the Perlod From May 1, 2023 to May 31, 2023 Filter Criteria includes: Repor order Is by Check Number

Check Dato Payoo Arount ‘814/23 Anthem HaalnKeapare, Te. 165.82 Toby Vislon/Dantal §(26123 Anthem HealthKeepors, Ino. 1,483.18 Toby Health insurance 5116/23 TAG Resources, LLC 257.25 Employee 401k 5131723 TAG Resources, LLC 267.25 Employee 401k 14239 619/23 MXI Environmental Services, LLC 6,165.18 RC HAW Event 14234 519/23 Mansfield O11 Company ‘88.32 Vohicle Fuel 14236 518128 Carter Machinery Company, Inc 16,620.87 RC Equip Maint $12,324.04 BC Equip Maint $4,206.63 {4238 (onine) S729 _CaterplarFinanlal Services Corp 6,708.16 Note Payment 14237 51323 iGO Technology 9985 BC internat 14238 8/9/23 Innovative Technology Solutone 90.00 IT Support 14230 919/23 The Dickenson Star: 290.52 RFP Advertisement 14240 519/23 Lebanon Block & Supply 7.85 RC Supplies 14241 5323 Buchanen Counly PSA, 44,80 BC Utlly 44202 819/23 Appalachian Power Company 999.58 BC Eloctic 14243 5117123 First Bank & Trust 1,300.75 Loan Paymont 44244 ‘87/23 Honokar Solutons, Lic {840,00 Accounting Mayl23 14245 8/1723 Industrial Davelopment Authority 200.00 Office Rent Jun/a3 14246 S723 The Lebanon Naw, Inc. 313.08 RFP Adverilsoment 44247 5117123 Freedom Ford of Claypool Hil LLC 188.20 Vehiclo Maintenance 14248 S23 XSteoam Prossure Washing & Lawncare In 4,000.00 RC Sta Mant 14249 5117/23 Mensfild Ol| Compaity 160.49 Vehicla Fuel 14250 ‘5/17/23 Unifrat Corporation 551.96 Uniforms Apri23 14261 57123 Crystal Springs 10.99 RC Supplies 14252 8117/23 WX! Environmental Services, LLC 9,670.55 DC HAW Event 14263 5117/23 MXI Environmental Services, LLC 2,903.55 BC HHW Event 14284 5117723 WM Corporate Services, Inc. 74,529.55 BC Tipping/Haut 14255 SN7I23 WM Corporate Services, inc. 42,616.27 DC Thping/Haul 14256 5117123 WM Corporate Services, inc. 68,877.79 RC Tipping/Haul 14267 8117/23 Pintle 180.29 Office Supplies 14258(on-lne) 6/17/23 __Polnt Broadband 187.33 RC Phone 44269 (on-ine) 5/17/23, 282.13 DC Elactle 14260 s/i7723 28.60 RC Intomnat 44281 SN7I23 Pest Control Plus, inc, 120.00 BC/DCIRC Pest $40. 14262(onine) 5/17/23 Card Servicos Center 1,403.28 DCIRC Equip Maint (Bully) $390.60 08 Board Meating (Poking) $179.90 DC Utility (PSA) $47.11 Board Meoting (Poking) $392.07 ‘Stamps (USPS) $63 14263 6117123 Carter Machinery Company, Inc. 782.10 DC Equip Maint Correction Void Chack #14234 -47.11 DGPSA (pakd with creditcard) 6.1623 5181723 United States Treasury 4,087.82 Federal Withholding 6.2623 8131/23 VA Dopt of Taxation 801.10 Stale Withholding PR6I23, 511123 Ronald €, Petors 184,70 Director Compensation PREI23 11123 Damon Rasnick 184.70 Director Compensation PRBI23 511/23 Corl Rhea 4184.70 Director Compensation PR5I23, 8/1123 Jeffery 8. Cooper 184.70 Ditector Compensation PRB123 511123 Timothy W. Hess 184.70 Diractor Coripensation PRS123 S123 TimLovelaco 184,70 Director Compensation PR51523 S523 Toby F. Edwards 2,368.12 Toby Payroll tst half PRE3I23 813123 Toby F. Edwards 2388.12 Toby Payroll 2nd holt Total 296,540.26

Page: 1

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[Management Breakdown

Toby Health 11087.47| [Toby Salary 7263.06} 402K Cost/Contribution 6913.03} [Taxes 5569.22} FSA 96232.78| rectors comp & Taxes

[Saiary T2600] [Taxes 963.9]

13563.9| Office Breakdown Phone/int 919.87] Rent 2200.00} Postage 723| lOffice Sup/Website 707.82} iBank Charge 57.00}

4607.69}

Authorization - Minutes BOS.pdf
SUGGESTED MOTION(s):

Authorization - Expenditures.pdf
SUGGESTED MOTION(s):

Reports1.pdf
Meeting: 7/10/23         6:00 PM
STAFF RECOMMENDATION(s):
SUGGESTED MOTION(s):

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