HomeMy WebLinkAboutCDBG Data Collection Instructions Sponsors Instructions for Collecting ata
Who is required to report?
Basically,all grant recipients.
• Grantees must provide proof as to how the activity meets the National Objective.
• Proof applies to the expenditure of grant funds during the term of the agreement.
National Objective: At least 51%of the activity's beneficiaries are L/M income persons.
• This does not mean—the activity(program) serves exclusively low and
moderate-income
beneficiaries.
• Does mean—the grantee's program primarily benefits low-income and
moderate-income
persons (51%of the program participants are low-moderate income persons).
COLLECT AND MAINTAIN ACCURATE DOCUMENTATION
• MONTHLY SUBMISSION TO CITY OF TEMECULA—
COPIES OF 1"200 SELF-CERTIFICATIONS,25%
THEREAFTER/ 10%INCOME VERIFICATIONS/DIRECT
BENEFIT FORMS
• MAINTAIN ORIGINALS IN-HOUSE
Self-certification Form: (one time collection)provides information for monthly reporting.
Income Verifications: (One time collection) 10%sampling of those providing
self-certification.
Self-certification Forms -Only for programs that fall under the sub-category of limited clientele.
Collect from all participants,file originals and copy City of Temecula. Certification needs to be
clear that the income verification counts the total income for all persons included in the household.
Note: Collect only one Self-certification Form per client or household during the CDBG fiscal year
(July 1 st-June 30).
Programs that do not need income certification—
Area benefit program
Presumed
Exception-youth programs must always collect Self-certification
Forms.
Provide PROOF of serving 51%L/M clientele.
DIRECT BENEFIT FORM
There are ONLY two race categories—
Single race
Multi-race
(Select only one from either of the two race categories)
NO LONGER a Hispanic single race category.
OTHER(multi-race category)has been added.
To-be used ONLY when the beneficiary is not comfortable with any of the listed multi-race
categories.
How to report—
• Use the Direct Benefit Report form provided.
• Record ONLY unduplicated numbers.
• Should no new clients be enrolled for the month being reported,note NO
NEW
CLIENTS above in the income category section.
SUBMIT MONTHLY
• Direct Benefit Form,and copies of the Self-certification Forms/income
Verifications if applicable.
• Reimbursement request.
SUBMIT QUARTERLY
Activity Report: At the end of every three months—September,December,March,and
June.
The Activity Report covers:
• Project accomplishments;
• Increase or decrease in clientele;Why?
• Goals set for the next 3-months.