CDBG HOME Social Service Application Training Manual

Transcription

1 CDBG HOME Social Service Application Training Manual August 2016

2 pg. 1 Rev. 10/16

3 Table of Contents General Instructions... 6 Community Development Block Grant (CDBG)... 7 Meeting a National Objective... 7 Eligible Activity Categories... 7 Neighborhood Revitalization Strategy Area (NRSA) Community Based Development Organizations (CBDO) HOME Investment Partnerships HOME Partners Organizational Capacity HOME Eligibility HOME Rental Projects Maximum HOME Funding General Fund Programs Additional Requirements Match Leveraged Funds Miscellaneous Required Documents Web Grants Application Process... 0 Si necesita ayuda para comprender esta información, por favor llame It is the City of Salem s policy to assure that no person shall be discriminated against on the grounds of race, religion, color, sex, marital status, familial status, national origin, age, mental or physical disability, sexual orientation, gender identity, and source of income, as provided by Salem Revised Code 97. The City also fully complies with Title VI of the Civil Rights Act of 1964, and Americans with Disabilities Act of 1990, and related statutes and regulations, in all programs and activities. Disability related modification or accommodation, including auxiliary aids or services, in order to participate in this meeting or event, are available upon request. Sign language and interpreters for languages other than English are also available on request. To request such an accommodation or interpretation, contact the ADA Liaison at Urbandev@cityofsalem.net at least two business days before the meeting; or TTD/TTY telephone (503) , is also available 24/7. pg. 2 Rev. 10/16

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5 Training Manual (This document is intended as an outline and is not all-inclusive. Please work directly with Federal Programs staff to ensure that your project or program meets the requirements under which you intend to apply.) The City of Salem receives Community Development Block Grant (CDBG) and HOME Investment Partnership (HOME) funding from the U.S. Department of Housing and Urban Development (HUD). These funds are used to meet the needs of the community through various priorities outlined in a five-year strategic plan. HUD requires the City prepare a 5-year Consolidated Plan that identifies the needs of the community and how the City will address those needs. Below are the goals and priorities identified in the Consolidated Plan: 1. Promote Economic Development (job training/job creation) Job Training Programs (Special focus on ages 16-44, disabled, veterans, and victims of domestic violence) Direct Assistance to Microenterprises (Start-up loans) Microenterprise Training and Technical Assistance Small-scale Incubator (Start-up for manufacturing and food) 2. End Homelessness Services and facilities for Abused and Neglected Children Coordinated access to housing (housing with self-sufficiency programs) Tenant Based Rental Assistance with self-sufficiency programs Transitional Housing with self-sufficiency programs Emergency Shelters: case management and facility Homeless prevention subsidies/subsistence payments (One-time crisis rent/utility assistance) 3. Expand Affordable Housing Rehabilitation of existing housing for aging in place Energy efficient improvements to existing affordable housing Rehabilitation/conversion of affordable housing (1-2 bedrooms with a concentration in serving 30% AMI populations) Rehabilitation of housing for elderly and disabled (conversion or updates) 4. Neighborhood Revitalization Sidewalk improvements (ramps, grades, accessibility) Parks and recreational facilities Flood drain improvements CDBG and HOME funding of applications will be allocated using the above prioritization. pg. 4 Rev. 10/16

6 The City must submit an Annual Action Plan to HUD regarding how the City intends to meet the goals set forth through the Consolidated Plan. It is through this application process the City intends to meet these goals. The City budgets General Fund monies for the implementation of social services for community members living in Salem. Applications requesting these monies must meet one or more of the categories identified later in this manual. Please contact Federal Programs staff with any questions or concerns regarding the project or program for which you are applying: Rena Peck, Federal Programs Manager, Laura Walker, Project Coordinator, The City of Salem reserves the right to allocate funding for proposed projects in CDBG, HOME, or General Funds based on need and availability of funding. All submitted documents are subject to public information requests. pg. 5 Rev. 10/16

7 General Instructions The program year runs from July 1, 2017 to June 30, Projects or programs are expected to begin sometime after July 1, 2017 and to be completed by June 30, Preference will be given to those projects or programs with anticipated completion within the program year. Program year allocations may be cancelled if the Project has not made substantial progress toward completion during the program year of the allocation. All applications will be submitted through the WebGrants system ( This is a web-based program that tracks the application through grant management. The grant writer and any person who, at any time, will be associated with the grant will need to create a user id. If you have an existing ID there is no need to create a new one. The application can be accessed through the Funding Opportunities module. If you will be requesting funds for more than one project or program, a separate application will need to be completed and submitted. Organizations receiving funding are required to report project/program outcomes on a quarterly basis. These quarterly outcomes will be compared with the projected number served in this application and/or the number determined at the time of award. Goals should be attainable within the program year (July 1, 2017 June 30, 2018) and should achieve measurable results. When determining the anticipated number of individuals that will receive a benefit be conservative and realistic. The City of Salem has historically awarded a small portion of General Fund to help support emergency social services in the city of Salem. These programs must meet the same criteria as the CDBG funding. All clients receiving CDBG or General Fund must be US citizens or have legal residency status and reside in the City of Salem. Verification will be required for all program recipients. Review Criteria Applications must demonstrate that each project or program is consistent with the Consolidated Plan goals and priorities listed above. Applications must be complete and include all applicable supporting materials. Funding requests must be for specific projects or programs which serve incomeeligible persons, fill a current unmet need, and complement existing local projects or programs. Each applicant must demonstrate adequate management and fiscal controls within its current organization to undertake the proposed project or program. Applications must include all funds associated with the project or program, including funds from other sources, unreported funds could result in cancellation of agreement and/or repayment of funds disbursed. Applicants must demonstrate the successful implementation of any previously funded Project. Applicants must be current on all loans with the City and have no outstanding monitoring findings. pg. 6 Rev. 10/16

8 Projects or programs located within the Neighborhood Revitalization Strategy Area (NRSA) will be given additional priority. If you have a project within an Urban Renewal Area (URA) or within the NRSA please contact staff prior to submittal of your application. Community Development Block Grant (CDBG) The Community Development Block Grant (CDBG) program was authorized by the Housing and Community Development Act of The program consolidated several categorical grants (urban renewal, neighborhood development, and model cities) into a single block grant program. The primary objective of the CDBG program is the development of viable urban communities by providing low and moderate income persons with the following benefits: Decent housing; A suitable living environment; and Expanded economic opportunities. To insure that the program s objectives are met, HUD has identified national objectives as well as corresponding activities that are eligible to be funded with CDBG money ( eligible activities ). Each activity must meet at least one of the objectives and activities. Meeting a National Objective Low/Mod Income (LMI) Area Benefit Limited Clientele Housing Jobs Slum/Blight Area Basis (example: LMI Area Basis) Spot Basis Urgent Need Disaster related activities Eligible Activity Categories Economic Development Job Creation Job Retention Microenterprise Training/Technical Assistance Micro Loan Program pg. 7 Rev. 10/16

9 Social Services (Public Services) A new service A quantifiable increase in service Service discontinued beyond the control of local government Use of Funds Direct Aid Direct labor costs (does not include overtime unless CDBG specific, Paid Time Off (PTO), or holiday pay) Fringe (only taxes and health benefits) An administrative cost for Public Service activities is capped at 10% of the total allocation. Eligible Services Child care Health care Senior Services Job Training (may also fall under Economic Development in certain circumstances) Recreation Public Safety Senior Services Homeless Services Drug Abuse Programs Emergency assistance Ineligible Services Political activities Ongoing grants The total amount of funds the City can designate for public (social) service programs is 15% of the annual allocation of CDBG plus CDBG program income. Some services, such as job training, programs administered in the NRSA, etc. may fall outside of the 15%. If you have a project such as these, please contact staff before beginning an application. pg. 8 Rev. 10/16

10 Client Eligibility An agency applying for social service (public service) funding MUST serve clients that meet the presumed benefit category. The clients must be from one or more of the categories listed below. Organizations must EXCLUSIVELY serve persons that meet a presumed benefit category. These organizations may qualify by the nature of the organization. (Examples: domestic violence shelters, organizations assisting the homeless, and organizations assisting those with disabilities.) Clients fall under the Low/Mod National objective when they meet the definition of presumed benefit. Below is a table identifying the presumed benefit categories and the documentation required in addition to the self-certification of income. Presumed Benefit Category Income Reporting Documentation Requirement Abused Children Extremely Low Income Self Cert. (must have original signature of individual or guardian) or referral from related agency Battered Spouses Low Income Self Cert. (must have original signature) or referral from Domestic Violence Agency Severely Disabled Adults Low Income Proof of SSI or letter from Physician Homeless Persons Extremely Low Income Shelter referral, literally homeless, or a 14 Day Court Ordered Eviction Notice Illiterate Adults Low Income Referral from related agency Persons with Aids Low Income Referral from related agency or letter from Physician (note this does not include persons with HIV) Migrant Farm Workers Low Income Proof of Migrant Farm Work Status (i.e. employer documentation) or verification of living in Migrant Farm Worker Housing (i.e. lease, letter from property management) Elderly Low Income Documentation of age 62 and over for Head of Household (i.e. Driver's License, Birth Certificate, etc.) Clients receiving CDBG or General Fund must reside within the city limits of Salem. If a client is receiving HOME funding (TBRA), they must reside within the city limits of Salem or Keizer. For Salem residency, the SalemMaps Eligibility Locator on the City of Salem website can be utilized. If it is unclear if the residence is within the City limits or Urban Growth Boundary, please contact Federal Programs staff. A second map may be available. All clients receiving funding or a benefit from funding must have U.S. Citizenship or must have an active permanent U.S. Residency status. pg. 9 Rev. 10/16

11 Monitoring Public Service Public service providers programs are reviewed monthly through claim submission. Quarterly reports must be submitted indicating the progress towards meeting the projected outcomes set forth in the application and subsequently the agreement. If funded, organizations programs will be monitored annually or bi-annually as determined by risk factors assessed during on-site monitoring. pg. 10 Rev. 10/16

12 Per Unit Cost Allocation (PUC) Performance measurement is an organized process for gathering information to determine how well programs and activities are meeting established outcomes. A per unit cost allocation provides a process to determine the cost of each client to the organization and ensures the outcomes are being met. Here s how it works: Per unit cost = Grant award/anticipated number served Claim submission cannot exceed the real costs or the per unit cost based on number served Number served for the month must be submitted with each claim. Example: Little Lambs anticipates serving 194 clients during the program year. They were awarded $54,000 of CDBG funding. In August they served 28 clients. Their actual costs were $6500. $54,000/194 = $ (Per unit cost) $278.35x28 = $7, Actual costs = $6,500 Max paid by City of Salem = $6,500 Example 2: Little Lambs only served 15 clients in August $54,000/194 = $ (per unit cost) $278.35x15 = $4, Actual costs = $6,500 Max paid by City of Salem = $4, The PUC worksheet must be attached to each monthly claim. The PUC worksheet can be found on the web grants site ( Public Facilities Eligible Activities Acquisition Clearance Emergency Repair Facility upgrades Accessibility pg. 11 Rev. 10/16

13 Monitoring Public Facility CDBG projects, within the 10-year change of use period, will be reviewed annually to insure property is in compliance with the intended use. Site inspection will include physical inspection of the site prior to the start, during and at completion of the project. Post construction inspection will be conducted by Federal Programs to ensure that work has been completed and is in compliance with the organization s agreement and, if applicable, meets all labor standards. The post inspection will include reviewing the clients/tenants eligibility. Affordable Housing Eligible Activities Acquisition Disposition Clearance Multi-family rehabilitation Owner Occupied Critical/Emergency repair Monitoring Housing CDBG projects, within the 10-year change of use period, will be reviewed annually to ensure property is in compliance with the intended use. For rehabilitation projects, site inspections will be conducted which will include physical inspection at start, during, and at completion of the project. Post construction inspection will be conducted by Federal Programs to ensure that work has been completed and is in compliance with the organization s agreement and, if applicable, all labor standards. The post inspection will include reviewing the clients/tenants eligibility. pg. 12 Rev. 10/16

14 Neighborhood Revitalization Strategy Area (NRSA) The City has designated a local target area for revitalization. This designation provides great flexibility in the types of activities eligible under the CDBG program. These flexibilities include: Job creation or retention focused on the selected neighborhood Economic development activities Public service activities carried out by a Community Based Development Organization (CBDO) within the NRSA Aggregation of housing units Use of CDBG for new construction is only eligible within the designated area Community Based Development Organizations (CBDO) What is a CBDO? Organized under State or local law to carry out community development activities. For entitlement communities, the entity must operate primarily in a defined neighborhood within the City. Maintain at least 51% of its governing body s membership to be made up of any combination of the following: Low and moderate income residents of its area of operation Owners or senior officers of private establishments and other institutions located in and serving its geographic area of operation, or Representatives of low and moderate income neighborhood organizations located in its geographic area of operation Have as its primary purpose the improvement of the physical, economic, or social environment of its geographic area of operation, with particular emphasis on the needs of low and moderate income persons. Be either a non-profit or for-profit, but if a for-profit, only incidental monetary benefits to its members are allowed. Advantage of being a CBDO: The City has greater flexibility in spending the federal allocation of CDBG especially within the Neighborhood Revitalization Strategy Area (NRSA). pg. 13 Rev. 10/16

15 HOME Investment Partnerships The HOME Investment Partnership Program was created by the National Affordable Housing Act of 1990 and has been amended several times by subsequent legislation. The HOME program s primary objectives are to: Provide decent affordable housing to low income households; Expand the capacity of non-profit housing providers; Strengthen the ability of state and local government to provide housing; and Leverage private-sector participation. The program s objectives are underscored by a programmatic design that brings affordable housing to low and very low-income individuals and families and includes rules about targeting program resources and beneficiary eligibility requirements. There are four (4) major HOME activities: Rental housing Tenant Based Rental Housing (TBRA) Owner-occupied Rehabilitation Homebuyer assistance HOME is the largest Federal Block Grant for state and local governments exclusively designed to create affordable housing for low-income households; these are typically households with incomes that are 60% or below area median income (AMI). In some cases the household income can be 80% AMI or below. HOME Partners HOME allows the City to work with various types of for-profit and non-profit organizations. The organization s mission must be affordable housing focused and they must have qualified staff to manage the operations of the project or program receiving funding. Some of these organizations may be: Subrecipient Manage programs on behalf of City Can be public or non-profit Developer Creates housing Can be for-profit or non-profit pg. 14 Rev. 10/16

16 Sponsor Secures Funding Develops project (must own the property during development) Conveys project at a predetermined time after completion to a non-profit Community Housing Development Organization (CHDO) Creates affordable housing Can be an owner, developer, sponsor, or subrecipient If your organization is interested in becoming a CHDO, please contact Federal Programs staff for the requirements and a checklist. The checklist can also be found on Web Grants or CHDO Developer Develops project In sole charge of construction Must arrange construction financing Ownership during development and throughout the affordability period CHDO Owner Secures funding Ownership during development and throughout the affordability period Required to have a project manager or development contract to oversee all aspects of development CHDO Sponsor Secures funding Owns and develops a rental housing project Agrees to convey to a private non-profit organization at a predetermined time after development completion pg. 15 Rev. 10/16

17 Organizational Capacity The City is required to review and analyze the capacity of an organization prior to executing a project/program funding commitment. The City will be looking at an organization s: Past and current performance (if they have received federal funding before) Staff experience in the execution of the project or program the funding request is for (excluding any experience demonstrated on the board or through consultants) Fiscal soundness Organizational structure Pipeline/Portfolio Relationships with local lenders or other government agencies Asset management Board structure and involvement HOME Eligibility Eligible uses New Construction (homebuyer, rental) Rehabilitation (homebuyer, rental, homeowner) Reconstruction (homebuyer, rental) Improvements on HOME project site (limited eligibility) Acquisition (limited eligibility) Demolition (limited eligibility) Tenant Based Rental Assistance Security Deposits CHDO Operating (in conjunction with a CHDO eligible project) Ineligible uses Reserve accounts Match for Federal Programs Assistance to Public Housing Additional HOME funds in a project after the first year of completion Paying delinquent taxes for the owner Non-permanent appliances and window coverings/fixtures Luxury items pg. 16 Rev. 10/16

18 HOME Rental Projects If a project receives funding for rental units (not assisting with rental payments), project monitoring and affordability period standards will apply. The following are a few of the requirements rental projects will have to meet: Tenant Income Restrictions Tenant income at initial lease up is restricted to 60% of Area Median Income (AMI); at recertification (annually) tenant income is restricted to 80% AMI. For projects with Low HOME units, the tenant income is always restricted to 50% AMI for the Low HOME units. Income verification is determined by the Section 8 (Part 5) definition through: Gross annual income Anticipated income for the next 12 months All household members, related or not related (The City has adopted the Section 8 Voucher Program Model for rent calculation) Unborn children are not considered a member of the household for income calculation purposes. All clients funded with HOME must have residency within the city limits of Salem or Keizer as verified through the Google Maps application. All clients receiving HOME funds must be US citizens or have legal residency status and reside in the cities of Salem or Keizer. Verification will be required for all program recipients. Income Certification At a minimum, three months of income documentation is required during third-party review times. Income certification is good for 6 months. For rental rehabilitation with existing tenants, the income must be certified within 6 months of project completion through third-party documentation. Income certification through third-party documentation must be completed at initial lease up and again every 6 years from date of project completion as determined by the City. A self-certification is completed annually when third-party documentation is not required. High and Low HOME Rents Projects with four or fewer HOME-assisted units, all HOME units are considered High HOME units Projects with five or more HOME-assisted units are required to have at least 20% of the HOME-assisted units designated as Low HOME units. pg. 17 Rev. 10/16

19 HUD publishes High and Low HOME rent limits annually. Projects can charge higher rents on non-home assisted units but all HOME-assisted unit rents must not exceed the HUD published limits minus any tenant paid utilities. Number of units and their designations are determined by a comprehensive subsidy layering analysis completed at the time of agreement execution and at project completion. If additional government resources are utilized during the affordability period, notification must be sent to Federal Programs to ensure that all compliance requirements are being met. On-site Inspections All HOME funded projects are required to participate in tenant file and property inspections. These inspections will be completed either annually or every three years as determined by the City. Additional inspections may be required due to concerns and/or program findings from previous inspections. Unit inspection compliance is determined by local code and Uniform Physical Conditions Standards (UPCS). The City of Salem will utilize these criteria for all on-site inspections. For tenant based rental assistance (TBRA), this will apply to the unit and the pathway to the unit. Items that may require increased inspections: If there are observed deficiencies for any of the items subject to inspection as identified in the property standards, a follow-up on-site inspection to verify that deficiencies are corrected may occur within twelve months. If the deficiency can be identified as being corrected via a work order and/or photo, this may be utilized in place of an additional on-site follow-up inspection. If health and safety deficiencies are found, a more frequent monitoring schedule will be established for that property. Items that are non-hazardous may be cleared through other documentation without completing an on-site re-inspection as determined by the City. Note: If the City must complete a third inspection, a $100 fee will be assessed. pg. 18 Rev. 10/16

20 Maximum HOME Funding HOME imposes a per unit subsidy cap based on unit size. For projects with noncomparable units (units that are different in size, number of bedrooms, and amenities), this limit is calculated during the subsidy layering process utilizing HUD published limits. Affordability Periods (Applies to rental) HOME $ per Assisted Unit Less than $15,000 Length of Affordability 5 years $15,000 $40, years More than $40,000 Rental New Construction 15 years 20 Years pg. 19 Rev. 10/16

21 General Fund Programs General fund clients must meet the presumed benefit criteria noted in the CDBG section of this manual. General Funds are allocated for social service activities and are provided to those community members and their families with the greatest needs. These funds ensure those needs are met to the best of a funded agency's ability. Funding is awarded to the most vulnerable populations with the most critical of needs. The following is a list of the populations and the most critical needs: Children and Youth Elderly Disabled Traditionally under-served Situational Vulnerable And the most critical needs: Food Shelter/Housing Access to emergency social services Crisis Response Only programs that meet one or more of the identified emergency needs for one or more of the most vulnerable populations, listed above, will be considered for funding through the General Fund allocation process. pg. 20 Rev. 10/16

22 Additional Requirements Match Is a local, non-federal contribution to the project/program. All applications must document a minimum 25% match contribution. This contribution must be in the form of one of the following only: cash or cash equivalents from a non-federal source value of waived taxes, fees, or charges associated with HOME projects value of donated land or real property cost of infrastructure improvements associated with HOME projects a percentage of proceeds of single-or multi-family housing bonds issued by state, state instrumentality, or local government value of donated materials, equipment, labor, and professional services direct costs of supportive services to residents of HOME projects sweat equity, unskilled labor calculated at $10.00 hour (Must be directly associated with the project/program; proper documentation must be included in the application) Ineligible sources of match include: Contributions made with or derived from federal resources or funds (including CDBG), regardless of when the funds were received or expended The interest rate subsidy attributable to the Federal Tax exemption on financing (such as bonds issued by the state) or the value attributable to Federal Tax Credits (such as the Low Income Housing Tax Credit Program) Owner equity or investment in a project (except for sweat equity) Cash or other forms of contributions from applicants for recipients of HOME assistance or contracts, or investors who own, are working on, or are proposing to apply for assistance for a HOME-assisted project (except for sweat equity or professional services donated by contractors who do not own any HOME projects) contributions counted as match toward any other Federally-funded program pg. 21 Rev. 10/16

23 Leveraged Funds A financial commitment toward the cost of a project from a source other than the granting organization. (All funding with the exception of the amount requested from the City). The idea of leverage dollars is to show the City s funds are getting the best bang for the buck. For example, for every $1 of CDBG the City receives a $5 community benefit. Leverage would include: Expenditures allowable under the Office of Management and Business (OMB) circulars. Reasonable and necessary expenditures to meet the program/project objectives. Leveraged resources committed on one project may not be used as leverage or match for any other project or program. Leveraged resources may not be federal funds under a different award except where Federal Statue allows their use for cost sharing. Third-party cash or in-kind contributions offered as leverage require a commitment letter on company letterhead signed by an individual who is in a position to commit the in-kind contribution. Miscellaneous If the project will be for new construction, acquisition, rehabilitation or any combination of the three, Uniform Relocation Act notices must be provided to tenants and land owners prior to submitting an application and copies of those notices must be provided with the application. If those notices are not attached, your application may not move forward for review. CDBG construction or rehabilitation projects with a total budget exceeding $2,000 must comply with Davis Bacon Prevailing wage requirements. If the CDBG project is for housing, Davis Bacon only applies if there are 8 or more housing units in the project. HOME construction or rehabilitation projects with 12 or more HOME-assisted units must comply with Davis Bacon Prevailing wage requirements. Required Documents Concurring Resolution Nondiscrimination Certification IRS tax determination letter IRS 990 (non-profits ONLY) Secretary of State Filing Status - Active Organizations Articles of Incorporation and By-laws Organizational Chart List of current board members including terms Conflict of interest policy Record retention policy Insurance - endorsement/mortgagee Mission Statement/Marketing Plan (nonhousing) Staffs resume and job description for each person assigned to the project/program Letter from the funding agency of pending or committed financial support Most recent audit, including the management letter Financial statements: cash flow, balance sheet, profit and loss, assets and liabilities, budget vs. actual Letters of community support (at least 2) only if project will have an effect on the neighborhood Legal Description Limited Partner Documentation pg. 22 Rev. 10/16

24 Web Grants Application Process All red asterisks are required fields. If the field does not apply to your project or program just type NA. Select Funding Opportunities Click on the title of the funding source (under column heading Opportunity Title ) you are applying for.

25 Select either Start a New Application or Copy Existing Application. If you are applying for a program you previously applied for the Copy Existing Application function will populate the new application with the same information in the previous application. Make sure to review and double check that all information has been updated before you submit. Ask a Question option allows you to ask a question about the application and Federal Programs staff will respond. The question is posted on the Funding Opportunities and all applicants will be able to view the question and the answer. Please do not use this feature to post specific questions about your application. pg. 1 Rev. 10/16

26 This segment of the application provides information on the funding opportunity, attachments and websites that may be helpful. pg. 2 Rev. 10/16

27 Select the Primary Contact, Project Title, Authorized Official, and Organization. Some of these fields may be the same person. Please do not use City of Salem in the Project Title. Keep your program/project title short. The title must fit on an address label. Once complete click Save. This should be the next screen you see after you click Save. Verify the information is correct and then click Go to Application Forms. If the information needs to be edited click the Edit button at the top of the page. pg. 3 Rev. 10/16

28 These are all the forms that must be completed in order to submit an application. Some of the forms are specific to types of projects (i.e. Rental Housing). If the activity the funds will be used for does not fit into one of the specific types of project categories, the form is not required and you do not have to complete it. You can now begin. Click Application Instructions. pg. 4 Rev. 10/16

29 You will need to read through the Application Instructions, click Yes to the right of I have read the instructions, Save, and Mark as Complete. Once you click Mark as Complete you can return to the Applications Forms. pg. 5 Rev. 10/16

30 Complete all required fields. Estimated date Project will begin and Estimated Completion Date need to be as accurate as possible. In some cases this may extend past the fiscal year, just provide that date. Once all the information is completed click Save. Check to make sure all the information is accurate and then click Mark as Complete and then click Go to Application Forms. Now click on Demographics. pg. 6 Rev. 10/16

31 When completing this form please make note the total number of individuals/households counted in the Income of Target Population must match the number counted in the Race field. Click Save and then Mark as Complete. pg. 7 Rev. 10/16

32 This page will only appear on the CDBG application. CDBG applicants will need to determine which of the national objectives and the types of clients that will be served by the program or project. Click Edit at the top and the form will open up for you to complete. If a Low Mod Area Benefit Activity, click Add and enter the Census information requested. When complete, click Save and Mark as Complete. Click on Project Financial Summary. pg. 8 Rev. 10/16

33 This is a two-step form. In order to complete the Sources and Uses of Funds fields you will need to click the Add button on the right hand side for those sections. To complete the Amount of Funds Leveraged and Budget Narrative click Edit at the top of the page. You will need to click Save after each task. When completed, click Mark as Complete and then Go to Application Forms. Next, click on Narratives. In the Uses of Funds field please only use one of the descriptions available. pg. 9 Rev. 10/16

34 You are required to complete each narrative section. Please be as concise (you are limited to 3,000 characters per narrative section) as possible while still including enough information to answer the questions completely. Once completed, click Save and Mark as Complete. Now click Match Requirement. pg. 10 Rev. 10/16

35 Match is required on all projects. Click Add to complete the form. Once completed, click Mark as Complete. The type of application being submitted will determine the next Application Forms that you will click on. All will complete the Required Attachments, so we will move on to this. pg. 11 Rev. 10/16

36 All attached documents must be in a PDF format. Each application must include all the required forms. If the project is for acquisition and/or rehabilitation then the additional forms must be included as well. For each attachment, click on the name of the attachment under the Attachment column. Next click Browse and attach the correct document. In the Description box include a title for the document (i.e. Mission Statement). After uploading all of the attachments, click Save and then Mark as Complete. Now click on Certifications. pg. 12 Rev. 10/16

37 Make sure to read all certifications. Click on the appropriate box for the type of Audit your Agency is required to complete under Financial Audit Compliance and The audit has been or will be submitted to the Federal Audit Clearing House if applicable. Type the Authorized Signature into the box provided and select the date of signature by clicking on the calendar icon to the right of Date. Click on the box to the right of I certify I have read and understand the public records and confidentiallity statement (after reading) and again type the Authorized Signature in the box provided, selecting the date again by clicking on the calendar icon. Click Save and then Mark as Complete. If you have additional attachments (i.e. brochures), they can be attached under the Miscellaneous Other Attachments section. pg. 13 Rev. 10/16

38 ***THE SUBMIT BUTTON MUST BE CHECKED IN ORDER FOR THE APPLICATION TO BE FORWARDED FOR FUNDING CONSIDERATION. DO NOT SUBMIT UNTIL ALL PARTS OF THE APPLICATION HAVE BEEN MARKED AS COMPLETE.*** You will not be able to edit the application after you click Submit. Be sure to review your application before clicking Submit. pg. 14 Rev. 10/16

39 Projects (Bricks and Sticks) applications have some additional form requirements. pg. 15 Rev. 10/16

40 After clicking on Rental Housing Projects Only, click Edit and answer all questions. When complete, click Save and then Mark as Complete. HOME applications have some additional sections to complete. pg. 16 Rev. 10/16

41 After clicking on Rental Project Costs, click Edit. This will open all but the # of Assisted Units section. Complete these sections and click Save. To the right of # of Assisted Units click Add. Complete the information in this section and click Save. Once all sections have been completed, click Mark as Complete. Now click Rental Housing Project Narratives. pg. 17 Rev. 10/16

42 Click Edit and complete all of the sections. When completed, click Save and then click Mark as Complete. Now click Narratives Pt. 2. Now click Edit and enter the information requested in each field. When completed, click Save and then Mark as Complete. Before you submit, review your application. You can make any necessary edits prior to submitting. Once all sections are saved and marked complete, click Submit. After clicking Submit you will not be able to edit any of the sections. pg. 18 Rev. 10/16