For the CB 2015 Round Capacity Building Staff How To Complete A Successful Capacity Build Grant Application

The CB Grant Team Is: Director: Anna Beningo Grant Managers: Susanne Calloway Marjorie Jackson Sherry Eiler Ann Monahan ODCs: Tami Page Karen Sturnick Mark Lassman-Eul Administrator Melissa Rogers- Jackson

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.

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.

Eligible Expenditures Training award $5000 Salary of a new full time position 3 year diminishing grant – maximum request $95,000 Maximum salary reimbursement $47,500; $33,250; $14,250 Funds the following first time positions: 1)Executive Director 2)Faith Relations Manager 3)Volunteer Coordinator 4)Family Services Director 5)Restore Manager 6)NR Coordinator (NOT the construction person) 7)Community Outreach Manager (NOT direct fund-raiser) 8)Other positions must be approved by Anna Beningo

Ohio Affiliates that Used the Grant Recently Include: Mid-Ohio- Faith Relations Coordinator Stark and Carroll Counties-ReStore Director Southeast Ohio- ReStore Director Coshocton County-E.D. Mahoning County- Volunteer Coordinator Ohio SSO-Community Outreach/Training

Grant Requirements Increase of 15% or 1 house per year (at least!) 5 to 1 match in funding 10 to 1 leverage Job description, work plan and a fund development plan

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

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 fiscal year will need to provide written justification for unmet goals. Affiliates not submitting progress reports (both quarterly and annually) or submitting reports after the due date will lose their award.

Application Affiliate Information Minimum Requirements Financial Accountability House Production Income Summary/Plan Work Plans and Detailed Work Plans

Self Evaluation & Assessment  Leadership and Management  Operations  Programs

Construction Progress Chart and Plans Must Show at Least 15% or one house increase 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

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

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

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 Don’t say “see last quarter”

Reporting Quarterly Progress Report Financial Status Report/ Match Report- 6 mo. Annual Report Final Report

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

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

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

Special NR Issues 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 NRcoordinator

You have to have a GREAT application, because…. We could fund about 30 positions in 2013 BUT had 200 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

If you want to apply: Write to to get on the list to be notified when applications are 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 open now! Start on your work plans!

QUESTIONS?

If you are interested in applying… and include the Contact information Position you think you will be applying for