City of Lompoc Mandatory Subrecipient Training May 20, 2015

Introductions Christie Alarcon Community Development Program Manager Chanel Navarro Grant Technician Trish Munoz Grant Technician

40 Years of CDBG On August 22, 1974, President Gerald R. Ford signed a law creating one of HUD’s hallmark programs – the CDBG Program. Title I of the Housing and Community Development Act of 1974 merged seven individual competitive grant programs into a block grant proving local communities the flexibility to decide for themselves how vest to meet their own community development needs. For the next 40 years, thousands of cities, urban counties and rural communities have come to rely upon this critical resource, investing $144 billion to undertake a wide variety of activities from improving public facilities to producing affording housing. Each year, CDBG funds are distributed to state and local governments according to their population, property and other housing variables. CDBG’s impact can be measured in every corner of the U.S. and in the lives of millions of Americans, 95% of who are low to moderate –income citizens. Last year alone, the program allowed state and local governments to help nearly 28,000 Individuals to find permanent employment or to keep the full-time jobs they have. CDBG also supported the rehabilitation of nearly 95,000 homes and financed public improvement projects that benefitted an estimated 3.3. million residents in communities from coast to coast. (Article and picture provided by HUD)

Purpose of the CDBG Program  To develop viable urban communities  To provide decent housing and a suitable living environment  To expand economic opportunities, principally for persons of low and moderate income

Determination of Eligibility Must meet one of the three national objectives At least 70% of total CDBG funds must be used for activities that benefit low and moderate income persons Must be on HUD listing of basic eligible activities At least 51% of beneficiaries must be of low and moderate income

National Objectives Principally benefits low and moderate income persons; Prevents or eliminates slums and blight; Addresses an urgent need or catastrophic problem in the community, such as a natural disaster, where there are no other funds available to remedy the situation.

National Objective-Benefit Low and Moderate Income Persons Area Benefit Activities Limited Clientele Activities Housing Activities Job Creation or Retention Activities At least 51% of the residents are low-mod persons Serve a specific group of persons rather than a service area Housing occupied by low- mod persons Creates or retains permanent jobs, at least 51% of which, on a FTE basis, are either held by L/M income persons or considered to be available to L/M income persons

Program Performance Measures Outcomes –How your program has made a difference? –A measurable change. –Example: Students who attend our program increase their test scores by 30%. Outputs –How many does your program provide service to or of? –A measurable unit. –Example: Students receive 30 hours of tutoring. Or 30 Students are served.

Memorandum of Understanding (MOU) Process Three original Contracts incl. the Exhibit “A” will be handed out today Review Contract

Memorandum of Understanding (MOU) Process Sign and Return all 3 Contracts Once City staff gathers all City signatures, one original will be returned to you for your records

Exhibit “A” (Page 1) Review Contract Definition of unit of service Accurate outcome measure

Exhibit “A” (Page 2) Requirement Highlights Budget

Expenditure Summary Performance Report (ESPR) Quarterly UCP cannot submit for less than $1,000 Time periods cannot overlap Must have original signatures

Eligible Staff Salaries Summary Signed time cards required Payroll journal to be included with summary

Additional Timesheet Example

Eligible Staff Salaries

Beneficiary Data Report (BDR) Beneficiary Data Report (BDR) must be submitted with ESPR

Beneficiary Data Report (BDR) Mandatory Quarterly Submissions (with or without drawdown request) Income Guidelines provided today for your use and posting in your facility

Staff will not be available to correct documents received due to limited time and funding. All request for payment submitted in need of correction will not be processed and will be sent back to the agency. Questions & Request for Technical Assistance is Encouraged

Annual Monitoring Site Visit Monitoring Site Visits will be conducted in September 2016 Visit will include review of: Site Program Finances Monitoring checklist is available on City of Lompoc website

Message to CDBG Subrecipient You are an indispensable part of the CDBG Entitlement program. You provide grantees and HUD with assurance that the diverse communities, groups, and individuals whom the CDBG program is intended to serve are in fact reached by the program.

Sign in Sheet Mandatory Sub-recepient Training #NAME & TITLEAFFILIATION/BUSINESSPHONE#STREET ADDRESS ADDRESS The City of Lompoc Community Development Department would like to keep in touch with you. Please Sign-In your information. Thank You!