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How To Complete A Successful Capacity

Build Grant Application

The CB Grant Team Is:Director: Anna Beningo

Grant Managers:•Susanne Calloway•Marjorie Jackson•Tommy Cooper•Sherry Eiler•Ann Monahan

ODCs:•Tami Page•Karen Sturnick•Mark Lassman-EulAdministrator•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 what the next steps for affiliates interested inapplying are.

Grant Overview

The purpose of the Capacity Build Grant is to help affiliates increase their organizational capacity to build more houses, raise more funds and partner with more families.

Grant Overview• Reimburses salary of a new full time

position• 3 year diminishing

grant-(100%/70%/30%)• Can only fund the following first

time positions;1) Executive Director2) NRI Coordinator (NOT the construction

person)3) Faith Relations Manager4) Volunteer Coordinator5) Community Outreach Manager (NOT direct

fund-raiser)6) Family Services Director7) Restore Manager8) Other positions must be approved by

Anna Beningo• Federal funds are not for everyone

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• 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

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 NRI 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 NRI, have an NRI plan and target neighborhood to request an NRI coordinator

You have to have a GREAT application, because….

• We can fund about 30 positions in 2013 BUT we’ve 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 in selection

QUESTIONS?

If you are interested in applying…

Email cb@habitat.org and include the following;

•Contact information•Position you think you will be applying for