npp-rpp - npcnys.org · • units not counted in n/rpp contract service area: right columns special...
TRANSCRIPT
2016-17 APR
First things first: ADOBE – get the latest version and/or
update.
https://acrobat.adobe.com/us/en/acrobat/pdf-reader.html
Be sure that Adobe is your default program for PDF files.
APR Form is divided into sections:
• General Information
• Work Plan
• Budget
General Info
• Select NPC or RPC checkbox.
• Organization – select your organization from the drop-down list
• SHARS ID – this will self-populate when you select your organization.
• Date of Latest Approved Work Plan should be 7/1/2016 unless you were granted a Work Plan Modification
• Address: List your mailing address
• Executive Director and Board Chair Names
• Contact Person – if your Executive Director is not the main contact for this program, please enter information for the contact person, their title and their email address
• Enter dates for your last Needs Assessment and Strategic Plan
• Work Plan Activities – check the appropriate boxes for your organization’s activities.
Service Area Profile
• Go to NYHousingSearch.gov to make sure
your Service Area Profile is correct
Service Area Profile
• If your Service Profile is up to date, you can
indicate ‘No Changes’ in the box, or update the
information
• If the Community Needs have changed, describe
those changes in the box. If not, indicate ‘No
Changes’ in the appropriate box
Work Plan: Exhibit A
Exhibit A – Property Rehab and Construction
Numbers from Latest Approved Work Plan:
• Should be copied over from your contract paperwork
from July 1, 2016
Actual Numbers from 2016-17 Program Year:
• Your actual numbers completed in the program year
7/1/16-6/30/17.
• Units in Progress = units that were not completed by the
end of the program year (June 30, 2017)
• Units Completed = units that were completed by the end
of program year (June 30, 2017)
Activities Performed NOT Under N/RPP Contract:
• Your work completed outside your service area, etc that
wouldn’t normally be included in your work plan
Special Population Section:
• Enter the number individuals of each category that were
served by the activities listed
Narrative:
• Write a description of the activities completed or in
progress listed in the exhibit. Include locations, work
done and impact on community.
Work Plan: Exhibit B
Exhibit B – Client Assistance
Numbers from Latest Approved Work Plan:
• Should be copied over from your contract paperwork
from July 1, 2016
• Enter total number of individuals at or below 90% AMI
(Area Median Income) in left column
• Enter number of individuals above 90% AMI in right
column
Actual Numbers from the 2016-17 Program Year:
• Report the number of individuals you served between
7/1/2016-6/30/2017 at or below 90% AMI and above
Activities Performed NOT Under N/RPP Contract:
• Your work with individuals outside your service area
that wouldn’t normally be included in your work plan
Work Plan: Exhibit B
Workshops
• Enter the total number of Workshops and Number of
Individuals you planned on doing in the left columns,
copied from your work plan from last year
• In the middle two columns, please enter the Actual
Number of Workshops you provided and how many
participants attended the workshops
• If you did workshops outside your N/RPP contracts,
those numbers can be reported in the far right columns
Tenant Associations
• Enter the total number of Associations and the Number
of Tenants you planned on working with in the left
columns, copied from your work plan from last year
• In the middle two columns, report on the Actual number
of Tenant Associations and Number of Tenants Involved
• Again, if you worked with Tenant Associations and
Tenants from outside your N/RPP contracts, those
numbers can be reported in the far right columns
Property Management • Enter the number of Units managed by your
organization
• Planned, from last year: left column
• Actual: middle column
• Units not counted in N/RPP Contract Service Area:
right columns
Special Population Section • Enter the number of individuals served in each
category by the activities listed in Exhibit B
Narrative • Write a description of the activities you provided in the
exhibit. Elaborate on the work you accomplished last
year.
Work Plan: Exhibit B
Work Plan: Exhibit C
Exhibit C – Community Renewal
Infrastructure, Planning, Grants - Assistance to
Neighborhoods & Municipalities
Numbers from Latest Approved Work Plan:
• Should be copied over from your contract paperwork from
July 1, 2016 for Projects In Progress and Completed
Actual Numbers from the 2016-17 Program Year:
• Enter the total number of projects that are In Progress at
the end of the program year: 6/30/2017
• Enter the total number of projects that were Completed
by the end of the program year: 6/30/2017
Activities Performed NOT Under N/RPP Contract:
• Your work with neighborhoods & municipalities that you
don’t report in your work plan. Ex: outside the service area,
etc.
Work Plan: Exhibit C
Business Assistance • Left columns are copied directly off your work plan
from last year. Right columns are for your Actual
numbers
• Number of Loan Products for Businesses
• Number of Businesses Attracted and the number of
Businesses Retained
Programs • For all programs, left columns are copied from last
year’s work plan. Right columns are the actual number
of programs and number of individuals served
• Make sure you are reporting both programs and
individuals!
Work Plan: Exhibit C
Organizational Activities • Number of Staff/Board Development events and the
number of individuals involved
• Number of HCR events and the number of
individuals in attendance
• Left columns are copied from last year’s work plan.
Right columns are the actual number of events and
number of individuals involved
Partnerships Created • Enter number of partnerships with local agencies,
private sector companies, and statewide or national
non-profits
Narrative • Write a description of the activities listed in the
exhibit (Tell us the story of what you accomplished
over the past year.)
Program Highlights
Program Highlights, page 9 • Fill in any additional information about your Work Plan
not already covered in the prior exhibits
• Elaborate on any activities or projects that have been
really successful and may be replicated by other
organizations
• Information may be used in the Annual Report to the
Legislature
Work Outside the Service Area • Elaborate on the work your organization completed
outside the N/RPP service area
Budget Staff Salaries
• List names, titles, and hours worked on Preservation
Program Activities for staff receiving Program funds as
all/part of their salary
• For each individual, list the portion of salary funded by
Program Funds (column C)
• Annual Company Salary should be the total salary for
each person (Column D)
• Totals from Salaries page will carry over to next page
• Enter total number of company staff and total
number of staff working on preservation program
activities
Budget
Budget to Actual:
• You should copy the approved budget from your last
work plan in Column B
• Column C is your Actual Expenses
• If using “Other” rows, you must enter description of
expense
• NPC Award: $91,526
• RPC Award: $91,686
• Please make sure the Total Budget in Columns B and
C match and that they match your program award!
• Company’s Total Annual Admin Budget
• Do not forget to fill this in!
Funding Sources: Match &
Leverage
• Program Rules require 50% match • NPCs Match: $45,763
• RPCs Match: $45,843
• Match: Funds that support a company’s efforts in their administration of the N/RPP and go through the company’s books
• Leverage: Resources brought to the community through the work of a N/RPC that do not go through the company’s books
• There is a page for each type of funding source • State, Federal, Local, Private, In-Kind
• The Funding Source Total table on page 15 will automatically populate
• Be sure to make sure you have at least 50% match in those tables before submitting your APR
Funding Sources: Match &
Leverage State Match/Leverage
• Be sure to define the ‘Other’ boxes if you use them
Funding Sources: Match &
Leverage Federal Match/Leverage
• Be sure to define the ‘Other’ boxes if you use them
Funding Sources: Match &
Leverage Local Match/Leverage
• Be sure to define the ‘Other’ boxes if you use them
Funding Sources: Match &
Leverage Private Match/Leverage
• Be sure to define the ‘Other’ boxes if you use them
• The Bank, Identify is missing a fillable feature, so move
those lines into the ‘Other’ boxes and identify which bank
Funding Sources: Match &
Leverage In-Kind Match/Leverage
• Be sure to identify what kind of In-Kind services you
receive, in both personnel and OTPS
• The box below asks you to define how you determine the
dollar values associated with in-kind services
Funding Sources: Match &
Leverage Funding Source Totals
• After entering all your match and leverage values, the
Funding Source Totals box will automatically add the
values
• Make sure the administrative and non-administrative
match boxes combined show 50% match
• NPCs Match: $45,763
• RPCs Match: $45,843
Board Roster • Instead of filling out another Board Roster, you
acknowledge on the signature page that your organization
is in compliance with board requirements
Digital Signatures • Required from your Executive Director AND your Board
Chair
• Digital Signature Tutorial is on the NPCNYS website:
http://npcnys.org/advocacy/podcastswebinars/
Last/Signature Page
Save File • Be sure to click the ‘Save File’ button or click File – Save
As. This will open a window to let you elect where to save
the document. Be sure to name the doc and save it in a
location you can easily access it
Last/Signature Page
It would be helpful if you would add your organization's name to
the file name. (Ex. 2016-17 NRPP APR Organization X)
Submitting Form to OCR
• Pressing the “Submit to OCR button” will allow you to email the
Renewal form directly to OCR. You will need to follow the
prompts.
Submitting to OCR
• If you choose “Use Webmail”. You will select your service,
enter your email address, and need to log into your account.
• Either path will bring you to an email with the document
attached. Only the APR form will be attached. You can attach
the Disbursement Request and make changes to the text of
the email.
• Please add your organization’s name to the subject line.
HTFC Disbursement Request
Please fill out appropriate form (NPP or RPP)
• Fill out entire top section. (SHARS ID, County, and
FEIN will fill in when organization is selected.)
• Need name & telephone number for person
completing the form!
• The zip code box requires the full 9 digit number.
• Form must be printed, signed, dated and scanned for
email! No digital signatures can be accepted.
• Email scanned copy of completed and signed form.
Submission
Please submit the APR and Disbursement Request
via email to both:
Please copy your respective Coalition on
your submission emails!
Questions?
Reach out to your respective Coalition
or email Tracey Jordan at [email protected]
or Jerome Nagy at [email protected]