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Annum Housing

CBO / CSO Order Form

Community-Based & Community Service Organization Participation Agreement

This Order Form is entered into pursuant to the Master Services Agreement (MSA) between Annum Inc. and the Customer, and governs participation by the undersigned organization in the Annum platform and associated housing programs.

*If you would also like Annum available to your workforce, please fill out the Employer Order Form as well.

01

Organization details

Tell us who you are and who we should coordinate with on program delivery.

Format: (555) 123-4567

What does your organization offer?

02

Services provided

Subject to the terms of the MSA, Annum shall provide your organization with access to the following.

A. Case Management Tools

  • Participant intake and engagement management
  • Status tracking across the program lifecycle
  • Outcomes reporting

B. Eligibility Screening Workflows

  • Automated assessment against programmatic criteria
  • Funding requirement checks
  • Partner-defined eligibility thresholds

C. Pre-Qualified Participant Access

  • Individuals and households pre-screened through Annum's intake systems
  • Matched and referred participants based on eligibility

D. Program Delivery Infrastructure

  • Application intake and approval workflows
  • Coordination with funding sources and program sponsors
03

Pricing & term

Platform access is provided at no cost to participating organizations.

Platform access fee

$0

No fee for access, onboarding, or standard reporting.

Optional services

$2,000

Custom workflow configuration; disbursement coordination billed at 1.5%.

04

CBO responsibilities

Obligations of the participating organization under this Order Form.

A. Program Delivery

  • Deliver services per applicable program guidelines
  • Meet funding source requirements
  • Follow municipal and regulatory standards

B. Data Accuracy & Maintenance

  • Maintain accurate, complete, and timely participant data
  • Promptly update participant status, outcomes, and documentation

C. Compliance

  • Fair housing laws
  • Data privacy regulations
  • Non-discrimination requirements

D. Participant Engagement

  • Engage referred participants
  • Complete intake and eligibility processes
  • Advance participants through program workflows

E. Cooperation with Annum & Customer

  • Coordinate with Annum and the Customer as reasonably required for program success, reporting, and audits
05

Data sharing & ownership

How participant and program data is shared, owned, protected, and retained.

A. Data Sharing

  • Data may be shared with the Customer, authorized program partners, and funding entities
  • Strictly for program administration, eligibility verification, performance tracking, and compliance

B. Data Ownership & Rights

  • CBO retains ownership of data it directly inputs into the Platform (“CBO Data”)
  • Annum may use aggregated, de-identified data for platform improvement, reporting, and insights

C. Data Protection

  • Commercially reasonable administrative, technical, and organizational safeguards per the MSA

D. Data Retention & Destruction

  • Upon termination, CBO Data is retained or deleted per the MSA, applicable law, and Customer requirements
  • CBO may request data export or deletion subject to those requirements
06

Acceptance & signature

In the event of conflict, the order of precedence is: this Order Form, the Master Services Agreement, then any applicable Statements of Work or Amendments.

Your typed name constitutes a legally binding electronic signature.

Annum, Inc. will countersign upon receipt and return an executed copy to the primary contact listed above.

CBO / CSO Order Form — Annum Inc. · Confidential