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For the CB 2018 Round Capacity Building Staff

How To Complete A Successful Capacity Build Grant Application. For the CB 2018 Round Capacity Building Staff. Workshop Objectives. Gain a better understanding of the Capacity Build Grant program as well as HFHI and federal requirements.

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For the CB 2018 Round Capacity Building Staff

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  1. How To Complete A Successful Capacity Build Grant Application For the CB 2018 Round Capacity Building Staff

  2. Workshop Objectives • Gain a better understanding of the Capacity Build Grant program as well as HFHI and federal requirements. • Discover what additional materials and planning will be required to complete the Capacity Build application. • Gain a better understanding of how to develop and transcribe work plan goals and detailed action plans. • Learn the next steps for applying.

  3. Grant Overview The purpose of the Capacity Build Grant is to help affiliates increase their organizational capacity so they can build more houses, raise more money and partner with more families.

  4. Eligible Expenditures • Salary of a new full time position • 3 year diminishing grant – maximum request $100,000 • Maximum salary reimbursement $50,000; $35,000; $15,000 • Funds the following first time positions: • Executive Director • Faith Relations Manager • Volunteer Coordinator • Family Services Director • Restore Manager • Restore Director – only when multiple stores are open • NR Coordinator (NOT the construction person) • Community Outreach Manager (NOT direct fund-raiser) • Qualified Loan Originator • Other as approved by CB Program Head (operations) • Training award $5000

  5. Unfortunately, we CANNOT fund: Direct Construction Positions Direct Fund-Raising Positions

  6. The Money Again: • First year, up to $50,000 • Second year, up to $35,000 • Third year, up to $15,000 • Salary ONLY, NOT BENEFITS • Plus $5000 training money that can be used by affiliate in ANY way by ANYone

  7. Grant Requirements • Increase of 15% in unit construction • 5 to 1 match in funding • 10 to 1 leverage • Good standing including QLO, safety • Job description, work plan and a fund development plan

  8. Federal Requirements • Fair Housing Act • Title VI of the Civil Rights Act of 1964 (Non-discrimination) • Age Discrimination Act 1975 • Rehabilitation Act of 1973 (Non-discrimination against handicapped individuals) • Equal Employment Opportunity Act • Drug Free Workplace Act of 1988 • Lobbying Restrictions

  9. Non Compliance Penalties • Affiliates not meeting building goals or the 5-to-1 fund matching requirement will be ineligible for HUD funds (which includes SHOP funds) for the next two years. • Affiliates meeting less than 50% of their goals at the end of each fiscal year will not be allowed to continue in the program. • Affiliates meeting more than 50% but not all of their goals at the end of each year will need to provide written justification for unmet goals to be sent to HUD. • Affiliates not submitting progress reports (both quarterly and annually) or submitting reports after the due date will lose their award.

  10. Application • Affiliate Information • Minimum Requirements • Financial Accountability including Audit • House (Unit) Production • Income Summary/Plan • Detailed Work Plans

  11. Construction • Progress Chart and Plans • Must Show at Least 15% increase in unit production • New houses and rehabs costing over 15% of new house price, for a Habitat family, with payback count as units • Critical repairs that cost more than $5000 AND have a payback also count • Recycles of old Habitat houses do NOT

  12. More about Critical Repairs They must be CRITICAL- health, safety, access, code violations, major systems Must have a value of over $5000 Must be a Habitat approved family Must have a repayment system

  13. Recycles… Putting another family in a previously build Habitat house DO NOT COUNT

  14. Income • Plan Summary • Plan Details • Must Be Enough to Pay for Houses and Affiliate Operations • Must Explain Large Increase/Decrease in any given area • Give more information then you think necessary

  15. Work Plan These are the annual goals for your affiliate, laid out by topic for the three years of the grant Make sure you have realistic goals that will lead to the necessary growth Don’t cut and paste from year to year

  16. We will ask for work plans for: Board Staff Operations Family Support Construction Land Volunteers Resource Development

  17. Detail Action Plan Take your work plan and flesh it out for each operational area; you will have 12 quarters to fill in Each goal should be supported by multiple action steps More detail is better Don’t cut and past from quarter to quarter 8 Topics, 4 quarters, 3 years= 96 Boxes

  18. The grant year usually is: April 1- March 31 So year one, April 1, 2019 to March 31, 2020 Year two, April 1, 2020 to March 31, 2021 Year three, April 1, 2021 to March 31, 2022 The farther away, the harder to predict!

  19. Example: Let’s Say a BIG Family Services Goal for Year 1 is: Improve budget classes and other educational offerings for approved home buying families

  20. Example: Then Quarterly Goals Might Be: 1: Search My.Habitat for information on what other affiliates are doing 2. Talk to 5 other similar sized affiliates about their offerings 3. Recommendation to senior staff for review 4. Board approves, implementation starts

  21. Reporting • Quarterly Progress Report • Financial Status Report/ Match Report and leverage report - 6 mo. • Annual Report • Final Report • All Together 22 Reports!! Can You Handle That?

  22. Where Do Applicants Go Wrong? Failure to fill out the whole application- we get 3 times the applications we can fund. If yours isn’t filled in, we don’t look at it! Simple as that. House increases are too modest or too ambitious. Do NOT overreach! Bigger numbers do NOT mean a better chance at funding. Not enough revenue to support the building goals

  23. You only need a 15% Increase Don’t put HUGE numbers you can’t reach Better to go over a modest estimate than fall short If you are starting a new program (repairs, aging in place, etc.) be conservative Raters are NOT impressed with increases that don’t seem possible

  24. Funding Section Issues There isn’t enough income to fund the projected houses Numbers don’t add up No explanation for large increases or decreases Funding seems like too big a reach

  25. Work Plan Issues Not complete, not enough detail Plans don’t proceed logically Cut and paste, copying from cell to cell Goals seem too ambitious or not ambitious enough

  26. Special NR Issues NR Coordinator can’t do direct building Small repair, A Brush with Kindness, weatherization will not count as units and will not help you meet building goals You must be in NR, have an NR plan and target neighborhood to request an NR Coordinator

  27. You have to have a GREAT application, because…. We could fund about 35 positions in 2017 BUT had 120+ affiliates ask for applications Many good applications will not be funded If you had a CB grant before, how you did with that grant will matter. A LOT..

  28. If you want to apply: Write to CB@habitat.org to get on the list to be notified when applications are available. The application is available now and is due on November 30th Check out the Capacity Building Grant page on My.Habitat. That’s where you will apply. Watch the US Office News and My.Habitat for announcements of dates. Applications should open in October! Start on your work plans!

  29. The CB GrantTeam Is:Director: Anna Beningo Grant Managers: • Susanne Calloway • Susan Cook • Sherry Eiler • Pam Hudson ODCs: • Tami Page • Mark Lassman-Eul Administrator • Melissa Rogers-Jackson

  30. If you are interested in applying… Email cb@habitat.org and include the following; • Contact information including the email address that you log in to My.Habitat with • Position you think you will be applying for

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