Montgomery County Housing & Community Development Program Application Training

Transcription

1 Montgomery County Housing & Community Development Program Application Training A Guide to Good Applications Tuesday, March 7, 2017 Instructors Emma Hertz, Program Office Administrator Carolyn Mayinja, Senior Manager Terry McMullen, Deputy Director

2 FUNDING CYCLE CDBG & ESG Allocation for Montgomery County: (approx:tbd(note that HAP applications are not part of this cycle) Proposals accepted for ELIGIBLE and FUNDABLE activities.

3 Start Here MONTGOMERY COUNTY CONSOLIDATED PLAN Review the Montgomery County Five- Year Consolidated Plan Does your project fall within the priorities listed on pp of: Montgomery County Consolidated Plan.pdf For more information on homeless services, please visit: NOTE: Activities identified as high priority have preference for funding.

4 EXAMPLE OF FUNDABLE PROGRAMS Project Type Emergency Homeless Shelter Operations Rapid Re-Housing for Literally Homeless Fundable by ESG X Fundable by CDBG Case Management Services X X X X Street Outreach X Done by RFP

5 LOCAL PRIORITY NEEDS These local needs have been identified as HIGH priority: Emergency Shelter Operations Case Management for Emergency Shelters Rapid Rehousing for Literally Homeless Housing Stabilization & Relocation Services (Case Management) for Rapid Rehousing Clients

6 SELECTING THE CORRECT PROJECT APPLICATION There is a unique application for each Project Type: Operations for Emergency Shelter, including Case Management or Essential Services for Emergency Shelters Rapid Re-Housing Client Financial Assistance, including Housing Relocation and Stabilization Services for Rapid Rehousing Clients Please note that Street Outreach will be funded through a joint RFP process and grant with OMH later this spring. HCD will not be funding Street Outreach projects in this grant competition. Housing Counseling will also not be funded in this grant application

7 Application Description Categories: Program need and design: include factual data that identifies the need for your program and the target population. Program assessment and case management: identifies eligibility criteria, YWH coordination and assessment, stabilization goals, linkage to mainstream and community benefits, etc. Measuring Performance: See Application Instructions for completing the chart attached to the application.

8 General Project Description Project Description Describe services to be provided: Focus on how and to whom services will be provided Identify Staff positions and attach job descriptions Address all components identified in each question, such as referral/ intake procedures, coordination with YWH coordinated intake, or history in providing similar services Attach relevant intake forms when indicated

9 Project Description- Shelter Operations Project Description Operations for Emergency Shelter include: Program eligibility requirements Program requirements Discharge policies Internal client assessment Case planning

10 Project Description Project Description- Example of Emergency Shelter Application Sample application - Emergency Shelter Operations Include Total Annual Program Costs (including Code Blue costs, if applicable) Complete Outcomes Chart (see applications instructions Pages 7-9, to complete the chart Describe steps to improve outcomes that are not on target (below performance targets)

11 Project Description Rapid Re-Housing continues to be the core strategy by which Your Way Home ends homelessness for many families and individuals in Montgomery County. Through Rapid Re-Housing; Your Way Home has reduced literal homelessness by 34% since its inception in January 2014.

12 Project Description- Rapid Rehousing Rapid Rehousing for Literally Homeless Clients: Literally homeless are clients either in Emergency Shelters or confirmed street Homeless Rapid Rehousing Clients are identified in the Community Queue in HMIS Discharge policies Internal client assessment Case planning Project Description

13 Project Description Project Description- Example of Rapid Rehousing Application Sample application Rapid Rehousing costs: Rental Assistance for literally homeless clients Short-Term (0-3 months), Medium Term (4-24 months) Housing Relocation and Stabilization Costs Case Management and Housing Locater Staff Costs Complete Outcomes Chart (see applications instructions Pages 6-8, to complete the chart) Describe steps to improve outcomes that are below targets

14 Project Description Project Performance- Additional (Optional) Outcomes All Applicants have the option to set additional outcomes for their project Examples include: Client satisfaction with services Increase in client s self-sufficiency or wellness Connection to specific supports that will increase housing stability (education, job training program, etc.)

15 ELIGIBLE CDBG ACTIVITIES Some Examples Include: Public Services Public Facilities / Improvements Housing Rehabilitation Economic Development Acquisition/Disposition of Real Property

16 FUNDABLE CDBG ACTIVITIES Meeting National Objectives Each CDBG activity must meet one of the Three National Objectives 1. Benefit Low & Moderate Income Persons 2. Prevent or Eliminate Blight 3. Meet urgent needs when health and welfare are threatened

17 FUNDABLE CDBG ACTIVITIES Meeting National Objectives National Objectives can be met in multiple ways...

18 Project Description Status of Service Identify if new service not previously funded. Identify if supplemental to existing services. Identify if increased level of existing service. Is project currently, or within 12 months prior, supported with any County funds? Status of those funds?

19 Project Description Fair Housing Discuss relationship to feasibility of affordable housing / Expansion of fair housing choice; or Discuss how your public service does / does not address the issue of fair housing.

20 Project Location Geographic Location Identify project s geographic location property address nearest intersecting street, or indicate limits of proposed work (e.g. Main St. between 1st Ave. and 3rd Ave., north side or south side, etc.) Provide a map(s) indicating the exact location of the project and the boundaries of the area served Congressional District Municipality Census tract, and census block group

21 Project Location Geographic Location con t Sensitive Areas? (i) National Register Historic District, (ii) 100 Year Floodplain, (iii) Designated Wetlands Area Municipalities opting out of County CDBG: Abington Township Conshohocken Borough Limerick Township Lower Merion Township Marlborough Township Norristown Municipality NOTE: If the location of the public facilities or services is in one of these municipalities you must demonstrate that a majority of clients are drawn from the Urban County.

22 LOW & MODERATE INCOME BENEFIT Types of Low/Mod Benefit 1. Area Benefit Must serve a primarily residential geographic area which is at least 38.10% low/moderate income persons, or a survey of area resident s demonstrates that 51% or more are low/mod income

23 LOW & MODERATE INCOME BENEFIT Types of Low/Mod Benefit 2. Limited Clientele Clientele presumed to be low/mod: Abused children Battered spouses Elderly person Homeless persons Illiterate adults Migrant farm workers Adults meeting definition of severely disabled Persons living with AIDS OR Clientele document family income </= 80% of AMI OR Eligibility requirements limit clientele to low/mod income persons OR Nature and location of the service predominantly used by low/mod income persons OR Activity removes material or architectural barriers to accessibility of elderly persons or severely disabled adults

24 LOW & MODERATE INCOME BENEFIT Types of Low/Mod Benefit 3. Housing Providing or improving permanent residential structures which, upon completion, will be occupied by low-and moderate-income households.

25 LOW & MODERATE INCOME BENEFIT Types of Low/Mod Benefit 4. Job Creation/Retention The activity must involve employment of persons, a majority of whom are of low and moderate income.

26 LOW & MODERATE INCOME BENEFIT Definitions Income Adjusted gross income from IRS Form 1040 Extremely Low Income under 30% of Area Family Median Income (AFMI) Low Income 31% to 50% of AFMI Moderate Income 51% to 80% of AFMI Family all persons living in the same household who are related by birth, marriage or adoption.

27 LOW & MODERATE INCOME BENEFIT 2016 HUD Income Limits Family/Household Size Moderate Income (80%) Low Income (50%) Extremely Low Income (30%) 1 person $45, $28, $16, person $51, $32, $19, person $57, $36, $21, person $64, $40, $24, person $69, $43, $28, person $74, $46, $32, person $79, $49, $36, person $84, $53, $40,890.00

28 Income Documentation The intake procedure should be able to support the National Objective of 51% low- to moderate-income clientele. Source Documentation must be used to verify family income (IRS 1040, pay stubs, etc.) and family size (relationship must be by blood, marriage or adoption). You must include a copy of intake form that will support this information.

29 Income documentation Subrecipient may substitute evidence establishing that the client qualifies under another program having income qualification criteria at least as restrictive as HUD requirements, such as programs Supplemental Nutrition Assistance Program (SNAP) or other welfare programs. Applicant must provide source documentation of income definition and income limits from other program.

30 Projected Clients Served Projected Clients served by this project. # Total Total Number of Moderate Income clients (80% Median) Total Low Income Clients: (50% Median) Total Extremely Low Income Clients: (30% Median) Total Other Clients (above 80% Median) TOTAL:

31 Projected Clients Served Table II-1: Presumed Benefit Income Levels Presumed Category: Abused children Battered spouses Severely disabled adults Homeless persons Illiterate adults Persons with AIDS Migrant farm workers Elderly (senior center rehab or center based senior services) Beneficiary Income Level for Presumed Category: Extremely low income Low income Low income Extremely low income Low income Low income Low income Moderate income Elderly (non-center based senior services) Low income

32 Projected Clients Served Race/Ethnicity # Total # Hispanic White Black/African American Asian American Indian/Alaskan Native Native Hawaiian/Other Pacific Islander American Indian/Alaskan Native & White Asian & White Black/African American & White American Indian/Alaskan Native & Black/African American Other/Multi-racial Totals Number of Disabled Persons Served Number of Single Head of Household Female Male Totals Race and Ethnicity i.e. Hispanic are separate questions

33 Other Program Requirements Section to Procurement Standards These standards ensure that materials and services are obtained in an effective manner and in compliance with the provisions of applicable Federal statutes and executive orders. Sec Labor Standards All construction work is subject to federal labor standards and prevailing wages; avoid combining CDBG funded work and other construction work into one construction contract. Sec Displacement & Relocation Acquisition of real property for an assisted activity is subject to Uniform Relocation Assistance and Real Property Acquisition Policies Act; includes rights-of-way and easements.

34 Don t Forget to Include... Be sure to include a Cover Sheet: Legal name of agency Your Fed Employer I.D.# Your DUNS # Brief project description Required Certification (must be properly executed) Resolution or meeting minutes of your Board or Council (must clearly identify the project.)

35 Don t Forget to Include... Clear description of the objectives of the project; existing conditions; how the project will be implemented; and how the goals and benefits of the project will be measured. Accurate location information. Project Budget should cover the Scope of Work. Dates and signatures included. Matching funds commitment letters.

36 Project Budget Utilize the DETAILED PROJECT COST FORM to outline the entire project budget. Identify all funding support for any of the line items in the budget. Indicate which line items your agency is requesting to be supported by County funds. Utilize SOURCES AND USES FORM to identify all potential revenue that will be used to support the project. Indicate whether funds are secured or pending and the date when the funds will be available.

37 Submission Requirements Typewritten on 8 ½ by 11 paper An original and one photocopy Contain page numbers Contain Table of Contents All pages to be three-hole punched at left margin Clipped into manila folder Include agency name at top right hand corner of each page Received by 4:15pm on Monday, April 17 th, 2017

38 SCORING APPLICATIONS Our Criteria National Objectives Consolidated Plan Priority and Local Priority Complete and accurate application Presentation of project: what, where, when, why, how, by whom, etc. Past CDBG/ESG funding allocation Past CDBG/ESG active projects Secured matching funds Furthering of Fair Housing discussion, if applicable

39 SCORING APPLICATIONS Our Criteria Based on HUD s stringent Timeliness requirements, if your organization has an outstanding project with unspent funding, your application score could be more heavily impacted, depending on the circumstances of your existing project(s). With the exception of homeless activities, the County will fund only one project per provider.

40 Why do we do it? To support your program!!