NPP-RPP Program Year Annual Performance Report

Transcription

1 NPP-RPP Program Year Annual Performance Report Due Date: August 14, 2017

2 APR First things first: ADOBE get the latest version and/or update. 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 dropdown 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 address Enter dates for your last Needs Assessment and Strategic Plan Work Plan Activities check the appropriate boxes for your organization s activities.

3 Service Area Profile Go to NYHousingSearch.gov to make sure your Service Area Profile is correct

4 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

5 Work Plan: Exhibit A

6 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 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.

7 Work Plan: Exhibit B

8 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 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

9 Workshops Work Plan: Exhibit B 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

10 Work Plan: Exhibit B 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.

11 Work Plan: Exhibit C

12 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 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.

13 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!

14 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.)

15 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

16 Staff Salaries Budget 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

17 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!

18 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

19 Funding Sources: Match & Leverage State Match/Leverage Be sure to define the Other boxes if you use them

20 Funding Sources: Match & Leverage Federal Match/Leverage Be sure to define the Other boxes if you use them

21 Funding Sources: Match & Leverage Local Match/Leverage Be sure to define the Other boxes if you use them

22 Funding Sources: Match & Private Match/Leverage 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

23 Funding Sources: Match & In-Kind Match/Leverage 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

24 Funding Sources: Match & Funding Source Totals Leverage 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

25 Last/Signature Page 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:

26 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 It would be helpful if you would add your organization's name to the file name. (Ex NRPP APR Organization X)

27 Submitting to OCR Submitting Form to OCR Pressing the Submit to OCR button will allow you to the Renewal form directly to OCR. You will need to follow the prompts. If you choose Use Webmail. You will select your service, enter your address, and need to log into your account. Either path will bring you to an 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 . Please add your organization s name to the subject line.

28 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 ! No digital signatures can be accepted. scanned copy of completed and signed form.

29 Submission Please submit the APR and Disbursement Request via to both: and Please copy your respective Coalition on your submission s! or Questions? Reach out to your respective Coalition or Tracey Jordan at or Jerome Nagy at