1. The Clock is Ticking: Timeliness Insights for Your Community Development Program Shirletta Best - CDBG Administrator - City of McKinney, Texas

2. McKinney, Texas Named One of the Fastest Growing Cities in the U.S.A. Source: U.S. Census Bureau. Named One of the Fastest Growing Cities in the U.S.A. Source: U.S. Census Bureau. Named 14 th Best City to Live, Source: Money Magazine Named 14 th Best City to Live, Source: Money Magazine CDBG Entitlement Community since 2002-03. CDBG Entitlement Community since 2002-03. Staff of 3, 15 Subrecipients Staff of 3, 15 Subrecipients FY 2009 Allocation, $542,464 FY 2009 Allocation, $542,464

3. The Definition of Timeliness How Quickly will You Commit and Expend funding resources before the end of the program year. How Quickly will You Commit and Expend funding resources before the end of the program year. Source: CFR 24. 570. 902 (a)(1) Source: CFR 24. 570. 902 (a)(1) HUD Tracks Your Timeliness Every Year – Do you Know Your Date? HUD Tracks Your Timeliness Every Year – Do you Know Your Date?

4. Timeliness Insights Transparency, Accountability Returns the Emphasis of Being Timely Transparency, Accountability Returns the Emphasis of Being Timely HUD/OMB/LG Expecting Quick Results, While Re-evaluating your Capacity. HUD/OMB/LG Expecting Quick Results, While Re-evaluating your Capacity. Stakeholders Are Watching to See if Grantees “Walk the Talk.” Stakeholders Are Watching to See if Grantees “Walk the Talk.” Peer-to-Peer Pressure: You Don’t Want to Be on “The List” Peer-to-Peer Pressure: You Don’t Want to Be on “The List”

5. The Viewpoint of Timeliness: Choose Your Side Goal The Viewpoint of Timeliness: Choose Your Side Goal Your Timeliness Plan is Your Admin Plan. Your Timeliness Plan is Your Admin Plan. Right Side of Timeliness: Compliance, Peace of Mind, Being “Under the “Radar,” Admin Success. Think Small Business. Right Side of Timeliness: Compliance, Peace of Mind, Being “Under the “Radar,” Admin Success. Think Small Business. Wrong Side of Timeliness: Potential Loss of Funds, Stakeholder Frustration, and other Results That You Don’t Want to Think About. Wrong Side of Timeliness: Potential Loss of Funds, Stakeholder Frustration, and other Results That You Don’t Want to Think About.

6. Timeliness: Insight & Tips Your Admin Plan for Success : Grant Administration Ongoing Review Technical Assistance

7. Timeliness: Insight & Tips Write the Admin Plan and Make it Plain. Think about what you want in the plan and what works. Checklists? Spreadsheets? At minimum, confirm if can you meet HUD’s timeliness Test one month BEFORE the actual test. Write the Admin Plan and Make it Plain. Think about what you want in the plan and what works. Checklists? Spreadsheets? At minimum, confirm if can you meet HUD’s timeliness Test one month BEFORE the actual test. Mandatory Technical Assistance. For subrecipients (and staff) at the start of the year, including deadline calendars. Require Quarterly Reports. Monitor Quarterly and Annually, but Communication Often. Mandatory Technical Assistance. For subrecipients (and staff) at the start of the year, including deadline calendars. Require Quarterly Reports. Monitor Quarterly and Annually, but Communication Often. Ongoing Financial Review. Implement Departmental Monthly Spreadsheets and Compare with your Finance Department’s General Ledger. Your Subrecipients Quarterly Reports and Reimbursement Requests. Ongoing Financial Review. Implement Departmental Monthly Spreadsheets and Compare with your Finance Department’s General Ledger. Your Subrecipients Quarterly Reports and Reimbursement Requests.

8. Timeliness: Insight & Tips Get on Schedule. Drawdown at the end of Every Quarter. Period. Establish a “Use it or Lose it” Policy with Subrecipients. Get on Schedule. Drawdown at the end of Every Quarter. Period. Establish a “Use it or Lose it” Policy with Subrecipients. Coordination and Information. Timeliness must be conducted throughout the year. Reiterate the importance down to all your team members and subrecipients. Coordination and Information. Timeliness must be conducted throughout the year. Reiterate the importance down to all your team members and subrecipients. Year-End Review. Look back and determine if you need to change a step, report, etc. in your admin plan. Are you always chasing the result or working toward it? Get excited about making this easier for YOU. Year-End Review. Look back and determine if you need to change a step, report, etc. in your admin plan. Are you always chasing the result or working toward it? Get excited about making this easier for YOU.

9. Timeliness Wrap-Up Find the Best Practice That Works for You. Be Clear, Be Consistent. Find the Best Practice That Works for You. Be Clear, Be Consistent. Ease Your Peace of Mind by Developing Your Admin Arsenal. (Spreadsheets, Monitoring, Technical Assistance, Communication, Ongoing Review) Ease Your Peace of Mind by Developing Your Admin Arsenal. (Spreadsheets, Monitoring, Technical Assistance, Communication, Ongoing Review) Timeliness is Keystone to Program Financials. Timeliness is Keystone to Program Financials. Ready Yourself To Give (or Get) Training as Needed. Ready Yourself To Give (or Get) Training as Needed.

10. Resources CDBG Basics: The Course and Manual can give you the foundation you need as a refresher tool. CDBG Basics: The Course and Manual can give you the foundation you need as a refresher tool. HUD Timeliness Manual: Refer back this guide often for motivation and tips. All expections are right here. (www.HUD.gov) HUD Timeliness Manual: Refer back this guide often for motivation and tips. All expections are right here. (www.HUD.gov)www.HUD.gov Your Annual Action Plan: You tell HUD each year of your commitment, so just follow the plan! Your Annual Action Plan: You tell HUD each year of your commitment, so just follow the plan! HUD/Other CD Trainings: We asked for it, we got it - take advantage, especially the financial trainings. HUD/Other CD Trainings: We asked for it, we got it - take advantage, especially the financial trainings. Your Peers: Talk to them and ask what works. Your Peers: Talk to them and ask what works. Gut Instinct: You know when you’re not being timely, before anyone contacts you. Gut Instinct: You know when you’re not being timely, before anyone contacts you.

11. Last Word on Timeliness Your Parents Were Right, it is Important to Be on Time! Good Luck! Shirletta Best CDBG Administrator sbest@mckinneytexas.org 972-547-7577