NPP-RPP 2016-17 Program Year Annual Performance Report Due Date: - - PDF document

NPP-RPP

2016-17 Program Year Annual Performance Report

Due Date: August 14, 2017

2016-17 APR

First things first: ADOBE – get the latest version and/or update. https://acrobat.adobe.com/us/en/acrobat/pdf-reader.html 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 drop-

down list

• SHARS ID – this will self-populate when you select your
• rganization.
• 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 email address

• Enter dates for your last Needs Assessment and Strategic

Plan

• Work Plan Activities – check the appropriate boxes for

your organization’s activities.

Service Area Profile

• Go to NYHousingSearch.gov to make sure

your Service Area Profile is correct

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

Work Plan: Exhibit A

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 2016-17 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
• f 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.

Work Plan: Exhibit B

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 2016-17 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

Work Plan: Exhibit B

Workshops

• 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
• f 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
• f 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

Property Management

• Enter the number of Units managed by your
• rganization
• 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.

Work Plan: Exhibit B

Work Plan: Exhibit C

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 2016-17 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.

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

• f programs and number of individuals served
• Make sure you are reporting both programs and

individuals!

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

• ver the past year.)

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

• rganizations
• Information may be used in the Annual Report to the

Legislature

Work Outside the Service Area

• Elaborate on the work your organization completed
• utside the N/RPP service area

Budget

Staff Salaries

• 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

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!

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

Funding Sources: Match & Leverage

State Match/Leverage

• Be sure to define the ‘Other’ boxes if you use them

Funding Sources: Match & Leverage

Federal Match/Leverage

• Be sure to define the ‘Other’ boxes if you use them

Funding Sources: Match & Leverage

Local Match/Leverage

• Be sure to define the ‘Other’ boxes if you use them

Funding Sources: Match & Leverage

Private Match/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

Funding Sources: Match & Leverage

In-Kind Match/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

Funding Sources: Match & Leverage

Funding Source Totals

• 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

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:

http://npcnys.org/advocacy/podcastswebinars/

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

Last/Signature Page

It would be helpful if you would add your organization's name to the file name. (Ex. 2016-17 NRPP APR Organization X)

Submitting Form to OCR

• Pressing the “Submit to OCR button” will allow you to email the

Renewal form directly to OCR. You will need to follow the prompts.

Submitting to OCR

• If you choose “Use Webmail”. You will select your service,

enter your email address, and need to log into your account.

• Either path will bring you to an email 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 email.

• Please add your organization’s name to the subject line.

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

email! No digital signatures can be accepted.

• Email scanned copy of completed and signed form.

Submission

Please submit the APR and Disbursement Request via email to both: NPP_RPPAnnualReport@nyshcr.org and Tracey.Jordan@nyshcr.org

Please copy your respective Coalition on your submission emails! P.Gilbert@npcnys.org or Colin@ruralhousing.org

Questions? Reach out to your respective Coalition

• r email Tracey Jordan at Tracey.Jordan@nyshcr.org
• r Jerome Nagy at Jerome.Nagy@nyshcr.org