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ATTACHMENT 11·A (1)
Community Development Block Grant
CONTRACT CLOSEOUT REPORT
Contract Number: 16-62210-008
1. Grantee Jurisdiction:
Kittitas County
3. Name of Chief Administrative Official:
Paul Jewell
2. Official Address:
700 E. Mt. View Ave. Suite 501
Ellensburg, WA 98926
4. Title:
County Commissioner, Chairman
5. CDBG Contract End Date or Project Completion Date:
June 3D, 2017
7. Brief project summary and results achieved: (See instructions on followlhg page)
CDBG Project Summary and Closeout Report
HopeSource utilizes the Community Development Block Grant funds to support the community, specifically low income
households in Kittitas County, with life skills education. Through workshops that cover such topics as budgeting, household
management, credit and debt, money management, tenant prep, and positive work habits families and individuals gain the tools
they need to break the cycle of poverty. HopeSource also provides numerous safety net services such as rent assistance, energy
assistance, and transportation, but we believe the key to reaching self-sufficiency is through education. Our in-person workshops
are offered several times a week in both our main office in Ellensburg as well as our satellite office in Cle Elum. Many of our
workshops are also available online for those who are unable to attend in person or for students who want to refresh their
knowledge at home. Response to the workshops has been overwhelmingly positive as evidenced by the student testimonials
shown below.
Rebecca(Managing Your Money)
"Suggestions were all great and easily applied to real life situations. Keep up the great work! Love how you're
evolving and involving those who need assistance. Great move with the online classes"
Thomas (Developing Positive Work Habits)
"Good self-discipline is not just to benefit my employer, it will also help me feel better about my work and give me
something to be proud of "
Robert (Credit & Debt)
"Now, I'm not going to get rich off this deal, " says Robert ", but it sure has put me in a better direction. I've
disciplined myself ... and it will guide me and direct me to the right place I want to be with my finances. And it has
reflected on my nephew. He's got a good start. I'm following HopeSource 's lead and now he's following my lead. I
don't want afree handout ... I work seven days per week What I'm going to do is work toward these realistic goals.
And I can see results for my actions. I can see light at the end of the tunnel. And it 's going to be a nice life. "
In addition to our regular workshops listed above, we offer in depth one on one coaching sessions in all of the topics provided in
the workshops. Workshop participants who want to dive deeper into the information can schedule one on one coaching sessions
where the concepts can be applied to the student's actual budget and household situation. Additionally, HopeSource clients who
receive housing and rental assistance are required to complete a series of coaching sessions in areas that the case manager and the
client determine to be appropriate for the clients housing stability plan.
CDBG Contract Closeout Report
All ACHMENl 11·A (2)
D For construction projects, pictures of the completed project have been submitted to your COBG project
Manager
8. Physical address of the activity(s) if not available at start of project (See instructions)
N/A
The chief administrative official ofthe grantee jurisdiction certifies that:
1. To the best of his/her knowledge and belief, the financial information and data provided in this report is true and
correct as of the signature date indicated below.
2. The project was completed in accordance with the grant contract and scope of work.
3. Records supporting the information provided in this report will be maintained for a minimum of six (6) years from
final closeout and made available upon request.
4. Consents to the use and reproduction by the CDBG Program or anyone authorized by CDBG, of any and all
provided audio or video recording or photographs without compensation.
In the event audits disclose disallowable costs, the Washington State Department of Commerce shall retain the right
to recover an appropriate amount of costs after fully considering the recommendations on disallowed costs resulting
from the final audit.
Signature:
CDBG Contract Closeout Report 2
ATTACHMENT 11·A (3)
ABOUT THIS REPORT --
The Contract Closeout Report provides a format for grantees to certify and document project completion in
compliance with federal CDBG national objective and citizen participation requirements; and with the grant contract .
Data you provide is used to update, with actuals, what was anticipated at application and contract and complete
yearly reporting requirements.
Detailed instructions are included on the reverse side of forms that are not self-explanatory.
We recommend completing the report using the electronic version available at www.commerce .wa.gov/cdbg , or sent
by your CDBG project manager.
Please contact your COBG project manager if you have questions
CONTRACT CLOSEOUT FACE SHEET INSTRUCTIONS
• Items 1-4 are self-explanatory.
• Item 5: Insert the end date listed on your contract face sheet or on the most recent amendment. For projects
completed prior to this end date, enter the date the project was completed.
• Item 6: Insert the date the required final public hearing was held to receive input from the public on the CDBG-
funded project. The public hearing must be held prior to submission of this report.
• Item 7: Briefly describe the CDBG-funded activity(s), the original need that was met, project's actual
accomplishments compared to the CDBG contract's scope of work was accomplished, and project highlights. For
construction projects, submit digital photographs of the project by emailing, or sending a CD, to your Project
Manager.
• Item 8: Review the project address listed in your original application Project Summary. If it has changed, or if it
was not known at that time, provide the actual address(es) here.
• Signature Block: This is the signature of the grantee's chief administrative official or designee.
CDBG Contract Closeout Report 3
FINANCIAL SUMMARY
BUDGET SUMMARY
HUO lOIS Activity Number, Budget Amount Funds Expended Balance
Budget Code & Activity Title
(See Contract Data Sheet sent
with executed CDBG contract)
05 Public Services $ 79,677.00 $79,677.00 $0.00
21A General Admin $ 3,500.00 $ 3,500.00 $0 .00
Total CDBG $ 83,177.00 $ 83 ,177.00 *$ 0 .00
Other Funding
TOTAL PROJECT $ $ $
*Any dollar amount reflected in the Total COBG Balance column will be assumed as a de-obligation and returned to
the COBG Program.
PROGRAM INCOME SUMMARY
WILL THIS PROJECT GENERATE PROGRAM INCOME
If you check "Yes," and request to retain program income you must submit
a Program Income Reuse Plan by closeout or receipt of first loan payment
(housing rehabilitation, microenterprise assistance or other), whichever is
earlier.
See Financial Summary Instructions for general program income information. For
detail on program income and content of a Program Income Reuse Plan see
Se ction 4 COBG Management Handbook.
CDBG Contract Closeout Report
DYes [gI No
4
FINANCIAL SUMMARY INSTRUCTIONS:
HUO lOIS Activity and Budget Code(s): The Contract
Data Sheet sent with the executed CDBG contract (or
amendments) lists the Activity and Budget Code(s) and
Activity Title for the project. List each activity assigned to
the project and corresponding dollar amount.
COMMUNITY DEVELOPMENT BLOCK GRANT
CONTRACT DATA SHEET
....... "'on City of South Bend ".:.%':.~ 14-65400-026 ~: 06/30/2017
The remainder of the budget form is self-explanatory.
Pr ogra m i ncome (PI) is defined as the gross income
received by a CDBG grantee or subrecipient that was
BR IEF PROJECT SUMMARY
HUD lOIS HUD lOIS
PROJECT ACTlVrTV BUDGET NATIONAL
NUMBER NUMBER CODE DBJEcnvE ACTIVITY TTTl£
0,.. LMA w.aertgewer Imprcwemenr.
ClIIneral Program Admlnl51raUon
generated from the use of CDBG funds and equals or exceeds $35,000 in a single calendar year. The table below
summarizes PI requirements. Section 4 of the CDBG Management Handbook includes detailed requirements for
managing PI.
Is it CDBG Program Income & How is it to be Used?
Activity that earned income ~ Activity that earned income is not continuing
continuing (ex. housing rehabilitation (ex. housing rehabilitation program no longer offers loans)
program still offers loans) Amount earned is $35,OOO/year or Amount earned is less than
greater $35,OOO/year
DOLLAR
A.MOUNT
5749,000.00
Sl,ooo.oo
Income considered Program Income Income considered Program Income Income considered miscellaneous
revenue
Use of Income: Use of Income: Use of Income:
• If t he CDBG contract is st ili or;!en, • If another CDBG contract is open, • If another CDBG contract is open, then
then the income must be used to then the income must be used the revenue must be used before
continue the activity. before additional CDBG funds are additional CDBG funds are drawn.
• The income must be used before drawn. Deduct the income on the Deduct the income on the next CDBG
additional CDBG funds are drawn. next CDBG reimbursement request. reimbursement request.
Deduct the income on the next • Otherwise, • Otherwise, the revenue may be used
CDBG invoice voucher to the state. 1. If submitting a new CDBG for any community development
• If the CDBG contract is closed but application, the income must be activity. Recommended use:
t he activ it:i is co nt inuing, the included as a resource in the 1. A CDBG eligible activity
income must be used to continue application's project budget, or 2. A project benefiting low-and
the activity and sustain the local 2. The income may be used for any moderate-income persons
program (such as using the income CDBG eligible activity that 3. As a resource in a new CDBG
for more loans) benefits low-and moderate-application
• The activity must continue to meet income persons with CDBG • CDBG compliance is not required (I.e.
the CDBG eligibility criteria. approval. federal labor standards.)
• CDBG compliance is required (I.e. • CDBG compliance is required (I.e.
procurement, environmental procurement, environmental review,
review, federal labor standards.) federal labor standards.}
Reporting: Reporting:
• Must submit a Program Income Reuse Plan by closeout or first loan payment • Must maintain records to track
(housing rehabilitation, economic development or other) whichever is earlier. income earned from any CDBG activity
• Must maintain records to track income earned from any CDBG activity awarded awarded to the local government.
to the local government. • Must document that the aggregate
• Must submit to Commerce an annual Program Income Report, detailing the income is under the $35,000 Program
receipt and use of income, attachment 4-A. Income annual threshold.
NOTE: If the local government does not expect to exceed the $35,000 threshold and uses some of the income, but then does
exceed the threshold by the end of the year, then any Program Income funded activity must have complied with all CDBG
compliance requirements including environmental review, labor standards, etc. and reported to Commerce.
CDBG Contract Closeout Report 5