2014 home annual performance report training webinar 7/8/14
DESCRIPTION
2014 HOME Annual Performance Report Training Webinar 7/8/14. State of California Department of Housing and Community Development. Annual Performance Report Training Agenda. Annual Performance Report (APR) Overview What’s New APR Procedures Definition of “Completion” - PowerPoint PPT PresentationTRANSCRIPT
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2014 HOME Annual Performance Report
Training Webinar 7/8/14
State of CaliforniaState of CaliforniaDepartment of Housing and Community Development
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Annual Performance Report Training Agenda
Annual Performance Report (APR) OverviewWhat’s NewAPR ProceduresDefinition of “Completion”APR Date to RememberTraining on completing the APR Attachments
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Where To Find the Forms
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APR Overview
The reporting period is:July 1, 2013 through June 30, 2014
Why do we require an APR? HUD requires the State to report annually To collect data to complete our HUD reports
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What’s New?
Changes to the APR forms:
Updated Attachment F (Section 3) to eliminate duplicate entries
Attachment B (MBE/WBE) and Attachment F (Section 3) work together
Pop-ups Drop-downs
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APR Procedures
APRs will not be accepted if they are: Old Forms PDF Faxed Hard copies Included in the body of the email
APR forms must be emailed to HOME inbox: [email protected]
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Completion
APR is considered “received” when it is – “Complete” “Accurate” Including required Stand-Alone reports
from Contractors and Subcontractors
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APR Date to Remember
HOME Recipient’s submission deadline:
Thursday, July 31, 2014
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Keep in Mind
Your HOME Representative is available throughout the process for clarification of forms and procedures.
If you have problems with formatting the forms (i.e. can’t enter date), please contact Juanita Bermudez at (916) 263-2321 or [email protected]
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Annual Performance Report Training Agenda APR Workbook
MatrixAttachment A (Program Income)Attachment B (MBE/WBE) Attachment D (Relocation & Real Property
Acquisition)Attachment E (Demographic Analysis)Attachment F (Section 3)
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The Matrix
State of CaliforniaState of CaliforniaDepartment of Housing and Community Development
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Questions?
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Attachment A: Program Income (PI) and Recaptured Funds (RF)
State of CaliforniaState of CaliforniaDepartment of Housing and Community Development
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Who should file an Attachment A?
All State Recipient (SR) contractors must file:
Even if there is no PI or RF to report for the fiscal year
Even if all of a jurisdiction’s HOME Standard Agreements have expired
Reporting Program Income (PI) and Recaptured Funds (RF)
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Completing Attachment A:The beginning PI/RF balance (Activity & Admin) must match ending balances from last yearIf no APR was filed last year, we will match this year’s Attachment A beginning PI/RF balance to the ending balance from April - June 2013 Quarterly Program Income Report (QPIR)
Reporting HOME PI/RFAttachment A
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Completing Attachment A:
The ending PI/RF balance must match ending PI/RF balance from the April – June 2014 QPIR if received
Reporting HOME PI/RFAttachment A
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Completing Attachment A:
SR & HOME Rep should discuss plans to use large PI/RF balances reported, when over $100,000
Please no longer report negative PI/RF balances (Activity or Admin)
Please do not leave fields blank on page 1; Enter zeros if there is nothing to report
Reporting HOME PI/RFAttachment A
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Reporting HOME PI/RF, Attachment AFor all PI/RF projects, mark whether
completed in column 9 of page 2
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Reporting HOME PI/RF, Attachment AComplete all household data for each
project funded with only PI/RF on page 3
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For FTHB only, make sure column 7 on page 2 and column 2 on page 3 match
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Reporting HOME PI/RFAttachment A
HUD now requires that completed projects funded with Only PI/RF funded be entered into IDIS
oAfter reporting all household data on Attachment A, check as completed in column 9, page 2
oSRs must submit a Setup/Completion Report for the completed project labeled as “PI-Only”
oFor any PI admin expended, SR must submit a Drawdown Request labeled as “PI-Only”
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Questions?
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Attachment B: Minority Business Enterprise (MBE) and Women Business
Enterprise (WBE)
State of CaliforniaState of CaliforniaDepartment of Housing and Community Development
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Questions?
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Attachment D Relocation & Real
Property Acquisition
State of CaliforniaState of CaliforniaDepartment of Housing and Community Development
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ATTACHMENT D (TOP)
- ttttta
Report all acquisitions and all displacements.
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TABLE I (Middle)
Report the total number and the total cost of the following:1. Properties acquired;2. Businesses permanently displaced;
3. Nonprofit organizations permanently displaced; and
4. Households temporarily relocated for less than 12 months.
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Table II asks the HOME Recipients to report the total number of households permanently displaced in accordance with their race and ethnicity group; and the total relocation costs associated with each group.
TABLE II (Bottom)
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Questions?
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Attachment E: Demographic Analysis
State of CaliforniaState of CaliforniaDepartment of Housing and Community Development
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First Things First
PurposeThis form addresses the question “Do all residents and potential residents of this jurisdiction have equal access to housing regardless of race, color, religion, sex, disability, familial status, age, or national origin? If not, why not?”
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First Things First
This is a stand-alone Excel worksheet found on our APR page.
Complete at least one Attachment E if you had any active Program Activity contracts during this reporting period (2013-2014 fiscal year).
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First Things First
Complete one Attachment E per program activity (even if funded by CDBG also)
Submit as a separate attachment(s) with your HOME Annual Performance Report
Except for waiting list, this form asks for reporting period (fiscal year) data
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The Form (page 1 top)
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The Form (page 1 bottom)
Selecting a jurisdiction will populate the census data automatically on the left side
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The Form (page 2 top)
Selecting a jurisdiction will populate the census data automatically on the left side
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The Form (page 2 bottom)
Selecting a jurisdiction will populate the census data automatically on the left side
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Tips for Properly Completing Attachment E
Selecting a jurisdiction will populate the census data automatically on the left side
If your jurisdiction isn’t on the list, contract your HOME Program Activities Representative.
Select Fiscal Year 2013-2014
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Tips for Properly Completing Attachment E
Check all Funding Sources used for this program activity (e.g. FTHB):
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Tips for Properly Completing Attachment E
Check one HOME Program Activity unless applicants are from same program (applicant pool/waiting list). Example: FTHB Acq. Only and Acq. with Rehab. Check a CDBG box too if it’s the same FTHB program/waiting list.
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Tips for Properly Completing Attachment E
HOME OOR and CDBG Housing Rehab 1-4 (only CDBG OOR) boxes should both be checked if one program (applicant pool/waiting list).
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Tips for Properly Completing Attachment E
Enter all Standard Agreement Number(s) (e.g. 11-HOME-1234) for this program activity that were still within their expenditure period after July 1, 2013 (HOME 2011 - 2013 Program Activities contracts).
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Tips for Properly Completing Attachment E
Next, input data into all yellow fields, keeping in mind:Data you’re entering is for Head of Household (the first name on the application)Everyone has an ethnicity (Hispanic or Latino, or not); and everyone has a race.Disability Data must be manually retrieved and populated following the instructions on the last page of the form.
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Tips for Properly Completing Attachment E
Warning!
The disability boxes won’t turn red when they should, but be sure to
address any difference exceeding 10%.
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Tips for Properly Completing Attachment E
Applicants Column
Enter data for only those whose applications were received during this reporting period (2013-2014 fiscal year).
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Tips for Properly Completing Attachment E
Beneficiaries Column
Enter data for only those who received benefits during this reporting period, even if they applied during a prior reporting period.
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Tips for Properly Completing Attachment E
Rejected Applicants Column
Enter data for only those who either were rejected or who withdrew during this reporting period.
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Tips for Properly Completing Attachment E
Waiting List Column
Enter data for all who are on this program activity’s waiting list regardless of which fiscal year they applied. This is everyone except beneficiaries and rejected/withdrawn applicants.
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Tips for Properly Completing Attachment E
“Wait! Don’t the numbers in a row have to add up?”
No. The numbers within a row probably won’t add up, since beneficiaries, rejected/withdrawn, and waiting list people could be applicants from prior fiscal years.
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Tips for Properly Completing Attachment E
CASE STUDY
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Case Study (left half)
Selecting a jurisdiction will populate the census data automatically on the left side
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Tips for Properly Completing Attachment E
The Point of the Exercise
Whenever the raw difference is more than 10%, the box turns red and you must provide extra explanation/analysis in the provided boxes.
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The Analysis Page
Selecting a jurisdiction will populate the census data automatically on the left side
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The Analysis Page
Selecting a jurisdiction will populate the census data automatically on the left side
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Questions?
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Attachment F: Section 3 Employment
and Procurement
State of CaliforniaState of CaliforniaDepartment of Housing and Community Development
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Questions?