Attachment A-1: Project Budget
Home For Good Funders Collaborative
Tab 1 of 4
SPA #:
Lead Agency:
Date Prepared or Revised:
Project Start/End Dates:
Enter Number
Enter Organization Name
Enter Date
Enter Date - Date
PROJECT BUDGET FORM INSTRUCTIONS:
Please complete the Project Budget, which is not only a critical component of the application, but also – should funding be approved – will provide key
information to be integrated into progress reports. There are four tabs to the Project Budget. Tab 1 includes instructions, Tab 2 requests an overview of the
proposed budget, Tab 3 requests a summary of the proposed budget with a relevant Budget Narrative, and Tab 4 requests the organizational budget and list of
resources committed by the lead-agency and sub-agencies. Once completed on Tab 1, the SPA # and other header details will auto-populate on other tabs.
All portions of the Project Budget must be completed . Additional instructions regarding specific sections of the budget form follow.
Staffing
Administrative Needs
Additional Support
Document Collection
Transportation
Outreach
This funding is available to attain personnel to oversee the communications, logistics, and project management
of the Coordinated Entry System in their respective Service Planning Area (SPA). This person could also carry
out the matching functions.
These funds may be used to cover administrative costs associated with planning and expansion for the
Coordinated Entry System during the grant period. Examples include, funding for food or a facilitator at CES
SPA-wide meetings and costs related to the copying and mailing of a manual compiling a list of SPA-wide
resources.
This funding is available for other supports needed to further CES Coordination in your SPA. Examples include,
funding for data entry.
This funding is available for fees associated with obtaining official identification documents, primarily California
State identification, which are required by the Housing Authority of the City or County of Los Angeles, or other
Public Housing Authority, for completion of a housing application. Applicants should access state resources,
through AB 1733, for birth certificates and, in 2016, for other identification.
This funding may be utilized for transportation of clients to and from appointments concerning the client’s
permanent supportive housing preparation and placement.
This funding may be used to supplement outreach efforts for vulnerable clients. Organizations may have this
be a function of the above Housing Navigation role or independent of that role dependent upon organizational
structure.
Housing Navigation
Housing Navigators are responsible for supporting clients from the street to home. These duties may include
obtaining necessary housing documentation, scheduling and attending housing appointments, completing
applications, connecting clients with supportive services before housing, as well as additional tasks necessary
for housing. This funding may be allocated for personnel time associated with these functions.
Move-in Funds
This funding can be used to support a tenant’s move into permanent housing. This funding can be used to
provide timely security deposits, purchase furniture and other household goods, make utility deposits, pay utility
arrears if the client does not qualify for another program through the utility provider or if such qualification may
not occur in a timely manner, and support other costs needed by the tenant to secure a new housing unit.
Supportive Services
Supportive services dedicated to chronically homeless tenants placed during the grant period and include case
management, mental health, substance abuse services, mobile intervention teams, and retention activities.
Property Keeping Measures
This funding is available for safe and appropriate storage of clients’ personal belongings while working with
CES teams to secure housing.
This funding may be used to retain those clients housed in the 2014-2015 grant year (year 1) up to the
contracted amount.
Indicate the percentage of personnel and non-personnel costs that cover indirect expenses. Indirect expenses
generally are overhead costs that are difficult to attribute to any single project of an organization (e.g.,
accounting and legal services, administrative oversight, fundraising, IT support, and utilities). Indirect cost shall
be justifiable, minimized, and separate from costs related to the Administrative Needs detailed above.
Retention Services
Indirect Costs
Budget Summary
Budget Narrative
On Tab 3, please provide a summary of the budget found on Tab 2. The form should auto-populate.
Provide a written summary briefly describing how the funds requested through this proposal will be spent to
support the project design. Include brief descriptions of staff positions, program activities, purchase of special
equipment or other unique features that will be supported through this grant request if funded. Describe how
Home For Good Funders Collaborative funds will leverage other funding sources for this project. All expenses
must be justified, including indirect costs.
Attachment A-1: Project Budget
Home For Good Funders Collaborative
Tab 2 of 4
SPA #:
Lead Agency:
Date Prepared or Revised:
Project Start/End Dates:
Enter Number
Enter Organization Name
Enter Date
Enter Date - Date
PROPOSED BUDGET:
CES Coordination and Implementation
Total Project
Budget
Position (% FTE)
Benefits
Taxes
Administrative Needs
Additional Support
Subtotal CES Coordination and Implementation
-
Requested Amount
Other Committed
Resources
-
-
Remaining Funds
Needed if Request
Granted
-
CES Housing Outreach, Navigation, Placement, and Retention
ENTER NUMBER OF AVAILABLE OF UNITS
Available units (e.g., Vouchers) in the SPA that will be used for placement through CES
*For new clients, SPAs may request up to $3,000 per unit for 3s and 4s, and up to $2,000 per unit for 1s and 2s. To retain clients housed in the
2014-2015 grant year (year 1), SPAs may request up to $1,000 per clients for 3s and 4s, and up to $500 per client for 1s and 2s.
Total Project
Budget
Requested Amount
Other Committed
Resources
Flexible Funds
Move-In Costs**
Retention Funding (to retain those housed in yr 1)
Subtotal Housing Outreach, Navigation,
Placement, and Retention
**A maximum of 30% of the "Subtotal Housing Coordination and Placement" may be allocated for Move-In
Remaining Funds
Needed if Request
Granted
-
-
-
Total CES Budget
-
-
-
-
Indirect Costs @ up to 8%
GRAND TOTAL
-
-
-
-
Attachment A-1: Project Budget
Home For Good Funders Collaborative
Tab 3 of 4
SPA #:
Lead Agency:
Date Prepared or Revised:
Project Start/End Dates:
Enter Number
Enter Organization Name
Enter Date
Enter Date - Date
BUDGET SUMMARY AND NARRATIVE:
CES Coordination and
Implementation
Total Project Budget
Requested Amount
Subtotal CES Coordination and
Implementation
Please provide a Budget Narrative below regarding how the requested funds will be used:
CES Housing Outreach,
Navigation, Placement, and
Retention
Total Project Budget
Requested Amount
Subtotal Housing Outreach, Navigation,
Placement, and Retention
Please provide a Budget Narrative below regarding how the requested funds will be used:
Total CES Budget
Indirect Costs @ up to 8%
GRAND TOTAL
-
-
Other Committed
Resources
-
Remaining Funds
Needed if Request
Granted
-
Other Committed
Resources
Remaining Funds
Needed if Request
Granted
-
-
-
-
Attachment A-1: Project Budget
Home For Good Funders Collaborative
Tab 4 of 4
SPA #:
Lead Agency:
Date Prepared or Revised:
Project Start/End Dates:
Enter Number
Enter Organization Name
Enter Date
Enter Date - Date
ORGANIZATIONAL BUDGETS AND RESOURCES COMMITTING TO CES:
Organizational Budgets
Organization
Budget
(Current FY)
Agency Name
Portion of the
Grant Received
by Agency
(Percentage of
dollar amount)
Value of
Briefly List CES Coordination and
Coordination and
Implementation Resources the Agency is
Implementation
Committing to CES
Resouces Agency
is Committing
Briefly List Housing Outreach,
Navigation, Placement, and
Retention Resources Agency is
Committing to CES (e.g., include
number of FTEs, existing units,
vouchers, move-in resources,
supportive services, other
resources leveraged)
Value of Housing
Outreach, Navigation,
Placement, and
Retention Resources
Agency is
Committing
Lead Agency
Sub-Agency***
Sub-Agency***
Sub-Agency***
Sub-Agency***
Sub-Agency***
Sub-Agency***
Sub-Agency***
Total
-
-
***Each Sub-Agency Must be Listed and Provide the Requested Information
-
Attachment A-2: Project Budget
Home For Good Funders Collaborative
Tab 1 of 3
Organization:
Date Prepared or Revised:
Project Start/End Dates:
Project Title:
Enter Organization Name
Enter Date
Enter Date - Date
Enter Title
PROJECT BUDGET FORM INSTRUCTIONS*:
Please complete the Project Budget, which is not only a critical component of the application, but also – should funding be approved –
provides key information to be integrated into progress reports. There are 3 tabs to the Project Budget. Tab 1 includes instructions, Tab 2
requests the proposed budget, Tab 3 requests the Budget Narrative. Once completed on Tab 1, the Organziation and other header details
will auto-populate on other tabs.
All portions of the Project Budget must be completed. Additional instructions regarding specific sections of the budget form follow.
Personnel
Please list the titles of the primary staff involved in the project and, in parentheses following
each title, indicate the percentage of time devoted by that individual to the project.
Supplies & Materials
Refers to the purchase of consumable, non-durable office and construction supplies that require
frequent replacement.
Travel & Transportation
Travel and Transportation refers to the costs associated with traveling to meetings,
conferences, trainings, project sites and other locations essential to the program’s
implementation. Costs may also include fuel and maintenance for the organization’s vehicles
being used for the program.
Please indicate the percentage of personnel and non-personnel costs that cover indirect
expenses. Indirect expenses generally are overhead costs that are difficult to attribute to any
single project of an organization (e.g., accounting and legal services, administrative oversight,
fundraising, IT support, and utilities). For Funding Area 2, indirect costs it must be from the
$1,500 per tenant to augment grantee personnel costs of providing transition support services
and may not more than 20% of that $1,500.
Equipment refers to the purchase or rental of such items as computers, vehicles, office
furniture, tools, and other infrequently purchased, non-consumable, non-durable items.
Indirect Costs
Equipment
Other
Justify expenses for other categories. This justification must be included in the Budget
Narrative.
Budget Narrative
Provide a written summary briefly describing how the funds requested through this proposal will
be spent to support the project design. Include brief descriptions of staff positions, program
activities, purchase of special equipment or other unique features that will be supported through
this grant request if funded. Describe how Home For Good Funders Collaborative funds will
leverage other funding sources for this project. All expenses must be justified, including indirect
costs.
*For the Moving-On Initative portion of the RFP (i.e., Funding Area 2), indirect costs are limited, as detailed above.
**For the California Community Foundation (CCF) Innovations portion of the RFP (i.e., Funding Area 3), eligible uses include, staffing or consultant costs for program
planning, research, data analysis or testing of demonstration projects or specific plans. If a consultant is used, the Proposed Budget must include costs related to the
consultant and the Budget Narrative must include the type of consultant, the name and relevant description of the consultant, and the proposed scope of work of the
consultant.
Attachment A-2: Project Budget
Home For Good Funders Collaborative
Tab 2 of 3
Organization:
Date Prepared or Revised:
Project Start/End Dates:
Project Title:
Enter Organization Name
Enter Date
Enter Date - Date
Enter Title
PROPOSED BUDGET:
Total Project Budget
Year 1
Year 2
TOTAL
-
-
Dates (Mo/Day/Yr-Mo/Day/Yr)
Personnel
Position (% FTE)
Position (% FTE)
Position (% FTE)
Position (% FTE)
Position (% FTE)
Benefits
Taxes
Subtotal Personnel
Non-Personnel
Supplies & Materials
Printing & Postage
Telephone & Internet
Travel & Transportation
Conferences & Meetings
Training
Evaluation
Other (see instructions):
Subtotal Non-Personnel
Total Personnel & Non-Personnel
Indirect Costs (see instructions) @ ____ %
-
-
Request to Home For Good Funders
Collaborative
-
-
Year 1
1/0/1900
-
-
Year 2
1/0/1900
TOTAL
-
-
-
Other
Consultants
Equipment
Capital
Other:
Other:
Other:
Total Other
GRAND TOTAL
-
-
-
-
Enter Amount Here
Organization Budget (Current FY)
Total Request to Home For Good Funders
Collaborative
% of Project Budget
% of Annual Organizational Budget
Year 1
#DIV/0!
#VALUE!
Year 2
#DIV/0!
TOTAL
#DIV/0!
#VALUE!
Other Funding Sources for Project
Committed
Name source
Name source
Name source
Name source
Name source
Name source
Name source
Name source
Name source
Total Committed
Projected
Name source
Name source
Name source
Name source
-
-
Year 1
Year 2
-
-
TOTAL
-
NOTE: If you are completing the form
electronically, this table includes formulas for the
percentages requested.
Name source
Name source
Name source
Name source
Name source
Total Projected
GRAND TOTAL
-
-
-
Attachment A-2: Project Budget
Home For Good Funders Collaborative
Tab 3 of 3
Organization:
Date Prepared or Revised:
Project Start/End Dates:
Project Title:
BUDGET NARRATIVE:
Enter Organization Name
Enter Date
Enter Date - Date
Enter Title
Attachment A-3: Project Budget
Home For Good Funders Collaborative
Tab 1 of 3
Organization:
Date Prepared or Revised:
Project Start/End Dates:
Project Title:
Enter Organization Name
Enter Date
Enter Date - Date
Enter Title
PROJECT BUDGET FORM INSTRUCTIONS*:
Please complete the Project Budget, which is not only a critical component of the application, but also – should funding be approved – will provide key
information to be integrated into progress reports. There are 3 tabs to the Project Budget. Tab 1 includes instructions, Tab 2 requests the proposed budget,
Tab 3 requests the Budget Narrative. Once completed on Tab 1, the Organziation and other header details will auto-populate on other tabs.
All portions of the Project Budget must be completed. Additional instructions regarding specific sections of the budget form follow.
Personnel
Supplies & Materials
Travel & Transportation
Rental Assistance
Indirect Costs
Equipment
Other
Budget Narrative
Please list the titles of the primary staff involved in the project, and in parentheses following each title, indicate the percentage of time
devoted by that individual to the project.
Refers to the purchase of consumable, non-durable office and construction supplies that require frequent replacement.
Travel and Transportation refers to the costs associated with traveling to meetings, conferences, trainings, project sites and other
locations essential to the program’s implementation. Costs may also include fuel and maintenance for the organization’s vehicles being
used for the program.
Applicable to amount of funding that will be used to subsidize rent for incoming tenants during the project year.
Please indicate the percentage of indirect expenses, which are generally overhead costs that are difficult to attribute to any single project
of an organization (e.g., accounting and legal services, administrative oversight). Under this funding area, indirect costs are ONLY
available for applications seeking U.S. Housing and Urban Development (HUD) Continuum of Care Competition funds. In those
instances, indirect costs are limited to up to 3%.
Equipment refers to the purchase or rental of such items as computers, vehicles, office furniture, tools, and other infrequently
purchased, non-consumable, non-durable items.
Justify expenses for other categories. This justification must be included in the Budget Narrative.
Provide a written summary briefly describing how the funds requested through this proposal will be spent to support the project design.
Include brief descriptions of staff positions, program activities, purchase of special equipment or other unique features that will be
supported through this grant request if funded. Describe how Home For Good Funders Collaborative funds will leverage other funding
sources for this project. (NOTE: City of Pasadena funds are included within the resources for the Home For Good Funders
Collaborative.) All expenses must be justified, including indirect costs.
* For the City of Pasadena, Rapid Rehousing portion of the RFP (i.e., Funding Area 4), indirect costs are ONLY available for applications seeking U.S. Housing and Urban Development (HUD)
Continuum of Care Competition funds. In those instances, indirect costs are limited to up to 3%.
Attachment A-3: Project Budget
Home For Good Funders Collaborative
Tab 2 of 3
Organization:
Date Prepared or Revised:
Project Start/End Dates:
Project Title:
Enter Organization Name
Enter Date
Enter Date - Date
Enter Title
PROPOSED BUDGET:
Total Project Budget
Year 1
TOTAL
-
-
-
-
Dates (Mo/Day/Yr-Mo/Day/Yr)
Personnel
Position (% FTE)
Position (% FTE)
Position (% FTE)
Position (% FTE)
Position (% FTE)
Benefits
Taxes
Subtotal Personnel
Non-Personnel
Rental Assistance
Supplies & Materials
Printing & Postage
Telephone & Internet
Travel & Transportation
Conferences & Meetings
Training
Evaluation
Other (see instructions):
Subtotal Non-Personnel
Total Personnel & Non-Personnel
$0
-
Request to Home For Good
Funders Collaborative
Year 1
1/0/1900
-
-
-
-
$0
-
TOTAL
$0
-
$0
-
Indirect Costs (see instructions) @ __ %
Other
-
-
-
-
-
Year 1
-
TOTAL
-
Equipment
Capital
Other:
Other:
Other:
Total Other
GRAND TOTAL
-
Organization Budget (Current FY)
Total Request to Home For Good Funders
Collaborative
% of Project Budget
% of Annual Organizational Budget
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
Other Funding Sources for Project
Year 1
Committed
Name source
Name source
Name source
Name source
Name source
Name source
Name source
Name source
Name source
Total Committed
Projected
Name source
Name source
Name source
Name source
-
TOTAL
-
NOTE: If you are completing the form
electronically, this table includes formulas
for the percentages requested.
Name source
Name source
Name source
Name source
Name source
Total Projected
GRAND TOTAL
-
-
Attachment A-3: Project Budget
Home For Good Funders Collaborative
Tab 3 of 3
Organization:
Date Prepared or Revised:
Project Start/End Dates:
Project Title:
BUDGET NARRATIVE:
Enter Organization Name
Enter Date
Enter Date - Date
Enter Title
CES ResourcesWorksheet
INSTRUCTIONS
In order to help quickly review the important pieces of information from your proposal, we are requesting that you complete the sheets for Housing and Resources committed to CES. Below are terms
you will find in the following sheets to assist with the process.
Terms
Developer/Agency
Number of Units/Beds Committed
Type
Rental Subsidy Type
Organization providing the unit(s) of permanent supportive housing
Number of units being offered of same type by same Developer/Agency
Type of unit(s) committed by Developer/Agency (TBV, PBV, MR, Affordable, Shelter Beds, etc.)
Supportive Services Provided for Unit
Type of rental assistance provided for the unit(s) (HOPWA, VASH, Shelter + Care, etc.)
Type and level of Supportive Services accompanying unit(s) as well as organization/agency providing the services if different from Developer/Agency
Target Population (If Any)
Chronically Homeless Placements
Specific population the unit(s) must serve (Veteran, TAY, 65+, etc.)
Number of chronically homeless clients placed into housing by Developer/Agency annually
12-Month Retention Outcomes
Developer/Agency total annual retention rate percentage for specified years
Organization/Agency
% FTE Dedicated to CES
Value
Funding Source
Description of Duties/Resource
Place where the staff position is housed for work on CES or where the resources are provided from
Amount of the staff position dedicated to work on CES
Value of the staff position/resource dedicated to CES (most important for leveraged personnel)
The source of funding for the staff position (if partially funded by multiple options in drop down, please note in Description of Duties section)
Description of role and duties of staff position
Regions
Region where staff position or resource is dedicated (may be multiple regions and SPA-Wide, or SPA-Wide only if SPA operates as such)
CES HOUSING INVENTORY
HOUSING
Please list all the resources identified & secured to house persons referred by CES during the grant period. Please note that agency retention rates for 2013 and 2014 will be cross referenced with the Los Angeles Homeless
Service Authority HMIS for all programs in the LAHSA continuum.
12-Month Retention
Chronically Homeless
Outcomes
Placements (#)
(% retention)
Developer/Agency
# of
Units/Beds
Committed
Type: Shelter Beds, Motel
Supportive Services Provided
Rental Subsidy Type: (Shelter Plus
Vouchers, Tenant-Based,
for Unit: (please also include name Target Population (If
Care, PBV, Homeless Section 8, HOPWA,
Project-Based, Marketof service provider if different from
Any)
Senior, VASH, N/A, etc.)
Rate, Affordable
Developer/Agency)
2013
2014
2013
2014
CES STAFFING INVENTORY
SPA-WIDE AND REGIONAL SUPPORTS & RESOURCES
SPA-WIDE AND REGIONAL SUPPORTS AND RESOURCES
GENERAL INFORMATION
The purpose of this section is to provide a better understanding of the resources committed by each provider in your SPA (i.e., the depth of resources). It may be helpful to reference this area when completing the "Org Budgets and
Resources to CES" section of your budget, which section more broadly examines the resources committed (i.e., the breadth of resources). Please list all resources and clearly identify: (1) those specific to SPA wide coordination, and (2) those
specific to each separate region of the SPA. For staffing, please list organization and FTE percentage (i.e., % FTE), including if positions or portions of positions are being funded by other sources, and provide a description of duties for the role, if it is
specialized. If organizations or people are serving multiple regions or SPA wide, please note that information in this chart. (NOTE: We understand some regions may be more operational than others. Please enter whatever information you presently
have.)
Feel free to delete or add sub-sections as necessary.
Organization/Agency
Coordination & Support Staff
Outreach & Housing Navigation
Assessment/Access Sites
Supportive Services ( not already tied to voucher or unit )
Others ( like Flex Funds )
% FTE
Dedicated
to CES
Value
Funding
Source
Description of Duties/Resource (e.g., target population or
how they relate to other resources)
SPA-Wide
Region
#1
Region #2
Region
#3
Region
#4
Region #5