Rd instruction 1944-n table of Contents




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PROJECT SELECTION CRITERIA

OUTLINE RATING


Applicant Name: ________________________________________________________


Applicant Address: _____________________________________________________
Preapplication Received On: _____/_____/_____ State: ______
THRESHOLD CRITERIA
Applicants must meet all of the following threshold

criteria: Yes No


1. Provide a financially feasible Housing

Preservation Grant (HPG) program. [ ] [ ]


2. Serve an eligible rural area. [ ] [ ]
3. Is an eligible HPG applicant entity. [ ] [ ]
4. Has met consultation and public comment rules. [ ] [ ]
5. Has submitted a complete preapplication. [ ] [ ]
If the answer to any of the above is "no," the preapplication is rejected and applicant so notified.
SELECTION CRITERIA
POINTS Select the appropriate rating:
______ 1. Points are awarded based on the percentage of very low- income persons that the applicant proposes to assist, using the following scale:

(i) More than 80%: 20 points


(ii) 61% to 80%: 15 points
(iii) 41% to 60%: 10 points
(iv) 20% to 40%: 5 points
(v) Less than 20%: 0 points
Actual Percentage: ______%
(09-01-93) PN 212

RD Instruction 1944-N

Exhibit D

Page 2


(Revision 1)

POINTS


______ 2. The applicant's proposal may be expected to result in the

following percentage of HPG fund use (excluding administrative costs) to total cost of unit preservation. This percentage reflects maximum repair or rehabilitation with the least possible HPG funds due to leveraging, innovative financial assistance, owner's contribution or other specified approaches. Points are based on the following percentage of HPG funds (excluding administrative costs) to total funds:


(i) 50% or less: 20 points
(ii) 51% to 65%: 15 points
(iii) 66% to 80%: 10 points
(iv) 81% to 95%: 5 points
(v) 96% to 100%: 0 points
Actual percentage: ______%


  1. The applicant has demonstrated its administrative

capacity in assisting very low- and low-income persons to obtain adequate housing based on the following:
______ (i) The organization or a member of its staff has at

least one or more years experience successfully

managing and operating a rehabilitation or weatherization type program: 10 points.

(Revised 09-09-08, SPECIAL PN.)


______ (ii) The organization or a member of its staff has

at least one or more years experience successfully

managing and operating a program assisting very low- and low-income persons obtain housing assistance: 10 points

(Revised 09-09-08, SPECIAL PN.)



______ (iii) If the organization has administered grant

programs, there are no outstanding or

unresolved audit or investigative findings which

might impair carrying out the proposal: 10 points


RD Instruction 1944-N

Exhibit D

Page 3

POINTS


______ 4. The proposed program will be undertaken entirely in

rural areas outside MSAs identified by Rural Development as having populations below 10,000 or in remote parts of other rural areas (i.e., rural areas contained in MSAs with less than 5,000 population) as defined in §1944.656 of this subpart: 10 points


______ 5. The program will use less than 20 percent of

HPG funds for administration purposes:


(i) More than 20 percent: Not eligible
(ii) 20 percent: 0 points.
(iii) 19 percent: 1 point.
(iv) 18 percent: 2 points.
(v) 17 percent: 3 points.
(vi) 16 percent: 4 points.
(vii) 15 percent or less: 5 points.
Actual Percentage: _______%
______ 6. The proposed program contains a component

for alleviating overcrowding as defined in §1944.656 of this subpart: 5 points


======

______ TOTAL POINTS


___________________________________

Signature of Reviewer


__________________________________

Title of Reviewer


_________________

Date
(09-01-93) PN 212

RD Instruction 1944-N

Exhibit D

Page 4

RANKING - STATE OFFICE


Yes No N/A §1944.679 (c):
[ ] [ ] [ ] In the event more than one preapplication receives the

same amount of points, those preapplications will then be ranked based on the actual percentage figure used for determining the points under paragraph (b)(1) of the selection criteria.


[ ] [ ] [ ] Further, in the event that preapplications are still

tied, than those preapplications still tied will be ranked based on the percentage figures used (low to high) in paragraph (b)(2) of the selection criteria.


[ ] [ ] [ ] Further, for applications where assistance to rental

properties or co-operatives is proposed, those still tied will be further ranked based on the number of



______ years the units are available for occupancy under of

No. of program (a minimum of 5 years is required).

Years

[ ] [ ] [ ] Finally, if there is still a tie, then a "lottery"



system will be used.

RANKING OF THIS APPLICANT: _______


__________________________________

Signature - State Office


___________________

Date

o0o


RD Instruction 1944-N

Exhibit E-1

QUARTERLY (and FINAL) PERFORMANCE REPORT


Grantee Name: __________________________________________________________
Grantee Address: _______________________________________________________
_______________________________________________________

Assistance Program: [ ] Homeowner [ ] Rental Property [ ] Co-op


Grant Quarter: [ ] 1st [ ] 2nd [ ] 3rd [ ] 4th [ ] 5th
[ ] 6th [ ] 7th [ ] 8th [ ] Final Report
Funding Year: ______ Report Period - From: __________ To: __________
I. General Information On Use Of HOUSING PRESERVATION GRANT

(HPG) Funds During Current Period


A. Use of Administrative Funds:

Budgeted Amount $ __________


Expended through Last Quarter $ __________
Direct Cost - Personnel $ __________
Supplies & Equipment $ __________
Travel $ __________
Other $ __________
Total $ __________
Indirect Costs - (_______% Rate) $ __________
This Quarter Total $ __________
Previous Total $ __________
To-date Total $ __________

(09-01-93) PN 212

RD Instruction 1944-N

Exhibit E-1

Page 2
B. Use of Grantee's Program Funds:

Budgeted Amount $ __________


Expended through Last Quarter $ __________
Loans Number $ __________

Grants Number __________ $ __________


Other Subsidies Number __________ $ __________

(Describe briefly on an attachment)


This Quarter Total $ __________
Previous Total $ __________
To-date Total $ __________
II. Description of Recipients Provided Assistance During Report Period

(Attach breakdown for each HPG recipient on a separate page.

Include: name, address, income, size, race, housing preservation

activities, and type of assistance received.)

This Total

Period To-date
Number low-income persons assisted ______ ______

Number very low-income persons assisted ______ ______


Total number of persons assisted ______ ______
Racial Composition and Outreach
Total % Total Total

Pop. of Number Percent Total Total

Area This This Number Percent

Served Period Period To-date To-date
Whites ______% ______ ______% ______ ______%

Blacks ______% ______ ______% ______ ______%

Asian/Pacific

Islanders ______% ______ ______% ______ ______%

Amer. Indians/

Alas. Natives ______% ______ ______% ______ ______%

Hispanic ______% ______ ______% ______ ______%
Total ______ Total ______
RD Instruction 1944-N

Exhibit E-1

Page 3

III. Description of Types of Housing Preservation Provided


Cost of

Materials



Name of Recipient & Labor HPG Other Total
_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________
(Use an attachment if necessary)

IV. Objectives For Next Period


Loans Number __________ $ __________

Grants Number __________ $ __________


Other Subsidies Number __________ $ __________

(Describe briefly on an attachment)

V. PROJECT SUMMARY

Number of HPG Other



Recipients Funds Funds
Objective of Project __________ $ __________ $ __________
Assistance To-date __________ $ __________ $ __________
Assistance Next Period __________ $ __________ $ __________

Average Amount of HPG Assistance Provided To-date $ __________

(Per Unit)
(09-01-93) PN 212

RD Instruction 1944-N

Exhibit E-1

Page 4


VI. NARRATIVE
A. Significant accomplishments:
B. Problem areas:
C. Proposed changes or assistance needed, etc.:
D. Status of implementing Environmental and Historic

Preservation requirements. Include number and description of

historic properties assisted:

I hereby certify that the information contained herein is true and accurate to the best of my knowledge and in accordance with the requirements of the Grant Agreement and Subpart N of Part 1944 of this chapter and that all final inspections have been made.



____________________ ___________________________________________

Date Prepared Signature of Preparer


____________________ ___________________________________________

Date Signed Grantee's Signature

This report is in compliance with Subpart N of Part 1944 of this chapter.
____________________ ___________________________________________

Date Signed Rural Development


oOo

RD Instruction 1944-N

Exhibit E-2

QUARTERLY (and FINAL) PERFORMANCE REPORT

[example and explanation]
Grantee Name: __________________________________________________________

(1)


Grantee Address: _______________________________________________________

(2)


_______________________________________________________
Assistance Program: [ ] Homeowner [ ] Rental Property [ ] Co-op

(3)


Grant Quarter: [ ] 1st [ ] 2nd [ ] 3rd [ ] 4th [ ] 5th

(4)


[ ] 6th [ ] 7th [ ] 8th [ ] Final Report
Funding Year: ______ Report Period - From: __________ To: __________

(5) (6) (6)


I. General Information On Use Of HOUSING PRESERVATION GRANT

(HPG) Funds During Current Period


A. Use of Administrative Funds:

Budgeted Amount $ __________

(7)

Expended through Last Quarter $ __________



(8)

Direct Cost – Personnel $ __________

(9a)

Supplies & Equipment $ __________



(9b)

Travel $ __________

(9c)

Other $ __________



(9d)

Total $ __________

(9e)

Indirect Costs - (_______% Rate) $ __________



(10a) (10b)

This Quarter Total $ __________

(11)

Previous Total $ __________



(12)

To-date Total $ __________

(13)

(09-01-93) PN 212

RD Instruction 1944-N

Exhibit E-2

Page 2
B. Use of Grantee's Program Funds:

Budgeted Amount $ __________

(14)

Expended through Last Quarter $ __________



(15)

Loans Number __________ $ __________

(16a) (16b)

Grants Number __________ $ __________

(16c) (16d)

Other Subsidies Number __________ $ __________

(16e) (16f)

(Describe briefly on an attachment)


This Quarter Total $ __________

(17)


Previous Total $ __________

(18)


To-date Total $ __________

(19)


II. Description of Recipients Provided Assistance During Report Period

(Attach breakdown for each HPG recipient on a separate page.

Include: name, address, income, size, race, housing preservation

activities, and type of assistance received.)

This Total

Period To-date
Number low-income persons assisted ______ ______

(20a) (20b)

Number very low-income persons assisted ______ ______

(20c) (20d)

Total number of persons assisted ______ ______

(20e) (20f)

Racial Composition and Outreach
Total % Total Total

Pop. of Number Percent Total Total

Area This This Number Percent

Served Period Period To-date To-date

(21a) (21b) (21c) (21d) (21e)

Whites ______% ______ ______% ______ ______%

Blacks ______% ______ ______% ______ ______%

Asian/Pacific

Islanders ______% ______ ______% ______ ______%

Amer. Indians/

Alas. Natives ______% ______ ______% ______ ______%

Hispanic ______% ______ ______% ______ ______%

(21f) (21g)

Total ______ Total ______

RD Instruction 1944-N

Exhibit E-2

Page 3


III. Description of Types of Housing Preservation Provided

Cost of


Materials

Name of Recipient & Labor HPG Other Total

(22a) (22b) (22c) (22d) (22e)



_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________

_______________________ $ ________ $ _______ $ ________ $ ________
(Use an attachment if necessary)

IV. Objectives For Next Period

(23a) (23b)

Loans Number __________ $ __________

Grants Number __________ $ __________
Other Subsidies Number __________ $ __________

(Describe briefly on an attachment)

V. PROJECT SUMMARY

Number of HPG Other



Recipients Funds Funds
Objective of Project __________ $ __________ $ __________

(24a) (24b) (24c)

Assistance To-date __________ $ __________ $ __________

(25a) (25b) (25c)

Assistance Next Period __________ $ __________ $ __________

(26a) (26b) (26c)

(25d)

Average Amount of HPG Assistance Provided To-date $ __________



(Per Unit)
(09-01-93) PN 212

RD Instruction 1944-N

Exhibit E-2

Page 4


VI. NARRATIVE
A. Significant accomplishments:
(27)

B. Problem areas:


(28)

C. Proposed changes or assistance needed, etc.:


(29)

D. Status of implementing Environmental and Historic

Preservation requirements. Include number and description

of historic properties assisted:


(30)
I hereby certify that the information contained herein is true and accurate to the best of my knowledge and in accordance with the requirements of the Grant Agreement and Subpart N of Part 1944 of this chapter and that all final inspections have been made.

____________________ ___________________________________________

Date Prepared (31a) Signature of Preparer (31b)


____________________ ___________________________________________

Date Signed (31c) Grantee's Signature (31d)

This report is in compliance with Subpart N of Part 1944 of this chapter.
____________________ ___________________________________________

Date Signed (32a) Rural Development (32b)

RD Instruction 1944-N

Exhibit E-2

Page 5

GUIDELINE FOR PREPARATION



(1) Insert name of grantee.
(2) Insert address of grantee.
(3) Indicate type of assistance program.
(4) Indicate grant quarter (1st thru 8th) or final report. It is recommended the grantee be on calendar quarters (ending 9/30, 12/31, 3/31, 6/30) as soon as possible after grant signing.
(5) Insert Fiscal Year funded.
(6) Insert report period. For example: "8/25 to 9/30" if 1st quarter, or "10/1 to 12/31", etc.

I. General Information On Use Of housing preservation grant

(HPG) Funds During Current Period
A. Use of Administrative Funds: (This section is used to detail how the HPG administrative funds were used during the current quarter.)
(7) Insert total amount of HPG administrative funds for the entire

project approved in the grantee's budget. In no event should

this amount exceed 20 percent of the HPG grant awarded to the

grantee.
(8) Insert amount of HPG administrative funds expended through last

quarter. This will be the same amount as item 13 from the

previous quarterly performance report.


(9a- Insert HPG administrative expenses (Personnel, Supplies &

9d) Equipment, Travel, and Other) that are related to HPG activities

and so assigned by the grantee.
(9e) Insert the "Total" for items 9a through 9d.
(10a) Insert approved or provisional indirect cost rate, if applicable.
(09-01-93) PN 212

RD Instruction 1944-N

Exhibit E-2

Page 6


(10b) Insert the indirect costs for the quarter, if applicable.
NOTE: Insert the rate and amount only if an indirect cost ratio has been approved or a provisional rate submitted, when used for a given period of time to permit funding and reporting of indirect costs pending establishment of a final rate for that period. When a permanent rate is established, the indirect costs claimed by using the provisional rate are adjusted to reflect the indirect costs based on the permanent rate. Indirect costs are the administrative expenses that are generally not assigned as "direct" costs, which reflect the HPG project's contribution to the overall cost of the organization's operation.
The "indirect cost rate" is established through an agreement between the government agency or nonprofit organization and the cognizant federal agency, which acts on behalf of all other federal agencies in approving the rate. The cognizant federal agency is the agency which provides the largest amount of federal funding for the government agency or nonprofit organization. The indirect costs are eventually grouped into a common pool and distributed to the benefiting projects and activities by a cost allocation process (indirect cost rate) which is applied in determining the amount of indirect cost for each project or activity.
(11) Insert the total amount of direct cost and indirect cost

(items 9e + 10b) for the this quarter total.


(12) Insert the total amount from the previous quarter (this should be

the same as item 8).


(13) Insert the to-date total (items 11 + 12). This amount will be

shown in item 8 for the next quarterly performance report.


B. Use of Grantee's Program Funds (This section is used to

detail how the HPG program funds were used during this

quarter.)
(14) Insert the amount of HPG program funds budgeted. This amount

does not include administrative funds. (Note: Items 7 and 14

should equal the grant amount.)
(15) Insert amount of HPG program funds expended through last

quarter. This will be the same amount as item 19 from the

previous quarterly performance report.

RD Instruction 1944-N

Exhibit E-2

Page 7


(16a) Insert number of units assisted with loans for this quarter.
(16b) Insert the amount of HPG program funds for loan assistance,

actually used this quarter.


(16c) Insert number of units assisted with grants for this quarter.
(16d) Insert the amount of HPG program funds for grant assistance,

actually used this quarter.


(16e) Insert number of units assisted with other subsidies for this

quarter.
(16f) Insert the amount of HPG program funds for other subsidy

assistance, actually used this quarter.
(17) Insert the total amount of HPG program funds used for loans,

grants, and other subsidies (items 16b + 16d + 16f) for this

quarter.
Compare this amount with last quarter's report (Section IV) to see if the targets are being met. Explain any differences in Section VI of this report.
(18) Insert the total amount from the previous quarter (this should be

the same as item 14).


(19) Insert the to-date total (items 17 + 18). This amount will be

shown in item 15 for the next quarterly performance report.


II. DESCRIPTION OF RECIPIENTS PROVIDED ASSISTANCE DURING REPORT PERIOD

(This section is used to identify the number of low-income and

very low- income persons and the racial composition of recipients

provided assistance during the report period. Note requirement

for attaching a report for each recipient.)
(20a) Insert number of units occupied by low-income persons assisted

for this quarter.


(20b) Insert the number of units occupied by low-income persons

assisted to-date.


(20c) Insert number of units occupied by very low- income persons

assisted for this quarter.

(09-01-93) PN 212

RD Instruction 1944-N

Exhibit E-2

Page 8


(20d) Insert the number of units occupied by very low- income persons

assisted to-date. This should be consistent with the statement

of activities and objectives.
(20e) Insert the total number of units occupied by very low- income and

low- income persons assisted this quarter (items 20a + 20c).


(20f) Insert the total number of units occupied by very low- and

low-income persons assisted to-date (items 20b + 20d).


(21a) Insert the total percentage of population for the area served for

each of the racial categories indicated.


(21b) Insert the total number of persons assisted this quarter for each

racial category indicated.


(21c) Insert, as a percentage, the total number of persons assisted

this quarter for each racial category indicated. This figure is

determined by dividing item 21b by 21a.
(21d) Insert the total number to-date of persons assisted for each

racial category indicated. This is an accumulative figure by

adding item 21d from the previous quarterly performance report

to item 21b from the current quarterly performance report for

each racial category indicated.
(21e) Insert, as a percentage, the total number of persons assisted

this quarter for each racial category indicated. This figure is

determined by dividing items 21d by 21a.
(21f) Insert the total of items "21b" to obtain the total number of

persons assisted this quarter for all racial categories

indicated.
(21g) Insert the total of items "21d" to obtain the total number

to-date of persons assisted for each racial category indicated.

RD Instruction 1944-N

Exhibit E-2

Page 9

III. DESCRIPTION OF TYPES OF HOUSING PRESERVATION PROVIDED

(This section provides, by recipient, a cost of the general labor and materials. While the full breakdown of rehabilitation activities should be in the grantee's file and the attached report for each recipient, this provides an opportunity to summarize the types of activities the HPG program is financing and the costs. Provide attachment if additional space is needed.)
(22a) Insert the name of recipient who received funds from the grantee.
(22b) Insert the cost of all materials, labor, etc., (excluding HPG

administrative funds) per recipient.


(22c) Insert the amount of HPG program funds (including HPG

administrative funds) per recipient.


(22d) Insert the amount of other (leveraged funds) per recipient.
(22e) Insert the total of all funds received by the recipient. This is

the sum of items 22c and 22d.


IV. OBJECTIVES FOR NEXT PERIOD (This section outlines the objectives

for the next quarterly period.)
(23a) Insert the number of loans, grants, and other subsidies planned

for the next quarterly period. Attach a brief statement to this

quarterly performance report explaining all deviations (if

any) from the statement of activities.


(23b) Insert the amount of money planned to be used for the loans,

grants, and other subsidies for the next quarterly period.


Note: Attach a brief statement to the quarterly report, if necessary, explaining any deviation from the statement of activities.
V. PROJECT SUMMARY
(24a) Insert the total number of recipients that was proposed to be

assisted. This information should be the same as in the

statement of activities.
(24b) Insert the total amount of HPG funds (including HPG

administrative funds) awarded. This will be the sum of items

7 and 14.

(09-01-93) PN 212

RD Instruction 1944-N

Exhibit E-2

Page 10

(24c) Insert the total amount of other funds (leveraged funds) that was



originally proposed (or modified) in the statement of activities.
(25a) Insert the total number of recipients that have received

assistance to-date. This will be the same as item 20f.


(25b) Insert the total amount of HPG funds (including HPG

administrative funds) awarded to-date. This will be the sum of

items 13 and 19.
(25c) Insert the total amount of other funds (leveraged funds) that was

awarded to-date.


(25d) Insert the average amount of HPG assistance provided to-date.

This is the sum of items 25b and 25c divided by item 25a.


(26a) Insert the total number of recipients that is proposed to be

assisted next quarter. This information should be the same as in

the statement of activities.
(26b) Insert the total amount of HPG funds (including HPG

administrative funds) proposed to be used next quarter.


(26c) Insert the total amount of other funds (leveraged funds) proposed

to be used next quarter.


VI. NARRATIVE
(27) Indicate any significant accomplishments such as early start,

outreach, additional persons assisted than proposed, etc.


(28) Indicate an problem areas noted or anticipated, such as

under or over estimating rehabilitation/repair costs, delayed

job, extensions needed, etc.
(29) Indicate any proposed changes, assistance needed, etc., such as

other subsidies used with HPG funds, targeted population, etc.


(30) Indicate the status of all environmental reviews made and

historic properties assisted.


(31a) Insert the date signed by the Preparer.
(31b) Insert the signature of the Preparer.
(31c) Insert the date signed by the grantee.
(31d) Insert the signature of the grantee.

RD Instruction 1944-N

Exhibit E-2

Page 11


(32a) Insert the date signed by the Rural Development reviewer.
(32b) Insert the signature of the Rural Development reviewer.
o0o

(09-01-93) PN 212

RD Instruction 1944-N

Exhibit F-1

(Renumbered 04-01-16, SPECIAL PN)

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