2008 CAPER Tables - MFA - Housing New Mexico

Public reporting burden for this collection of information is estimated to average 45 minutes per response, including the time for review ing instructions, searching existing data sources, gathering and
maintaining the data needed, and completing and review ing the collection of information. This agency may not conduct or sponsor, and a person is not required to respond to, a collection of information
unless that collection displays a valid OMB control number.
The HOME statute imposes a significant number of data collection and reporting requirements. This includes information on assisted properties, on the ow ners or tenants of the properties, and on other
programmatic areas. The information w ill be used: 1) to assist HOME participants in managing their programs; 2) to track performance of participants in meeting fund commitment and expenditure
deadlines; 3) to permit HUD to determine w hether each participant meets the HOME statutory income targeting and affordability requirements; and 4) to permit HUD to determine compliance w ith other
statutory and regulatory program requirements. This data collection is authoriz ed under Title II of the Cranston-G onz alez National Affordable Housing Act or related authorities. Access to Federal grant
funds is contingent on the reporting of certain project-specific data elements. Records of information collected w ill be maintained by the recipients of the assistance. Information on activities and
expenditures of grant funds is public information and is generally available for disclosure. Recipients are responsible for ensuring confidentiality w hen public disclosure is not required.
Instructions for the HOME Match Report
A p p licability :
T h e H O M E M a tc h R e p o rt is p a rt o f th e H O M E A P R a n d
m u s t b e fille d o u t b y e v e ry p a rtic ip a tin g ju ris d ic tio n th a t
in c u rre d a m a tc h lia b ility . M a tc h lia b ility o c c u rs w h e n F Y
1 9 9 3 fu n d s (o r s u b s e q u e n t y e a r fu n d s ) a re d ra w n d o w n
fro m th e U .S . T re a s u ry fo r H O M E p ro je c ts . A P a rtic ip a t-
in g J u ris d ic tio n (P J ) m a y s ta rt c o u n tin g m a tc h c o n trib u -
tio n s a s o f th e b e g in n in g o f F e d e ra l F is c a l Y e a r 1 9 9 3
(O c to b e r 1 , 1 9 9 2 ). A ju ris d ic tio n n o t re q u ire d to s u b m it
th is re p o rt, e ith e r b e c a u s e it d id n o t in c u r a n y m a tc h o r
b e c a u s e it h a d a fu ll m a tc h re d u c tio n , m a y s u b m it a H O M E
M a tc h R e p o rt if it w is h e s . T h e m a tc h w o u ld c o u n t a s
e x c e s s m a tc h th a t is c a rrie d o v e r to s u b s e q u e n t y e a rs . T h e
m a tc h re p o rte d o n th is fo rm m u s t h a v e b e e n c o n trib u te d
d u rin g th e re p o rtin g p e rio d (b e tw e e n O c to b e r 1 a n d S e p -
te m b e r 30 ).
Timing :
T h is fo rm is to b e s u b m itte d a s p a rt o f th e H O M E A P R o n
o r b e fo re D e c e m b e r 31 . T h e o rig in a l is s e n t to th e H U D
F ie ld O ffic e . O n e c o p y is s e n t to th e
O ffic e o f A ffo rd a b le H o u s in g P ro g ra m s , C G H F
R o o m 7 1 7 6 , H U D , 4 5 1 7 th S tre e t, S .W .
W a s h in g to n , D .C . 2 0 4 1 0 .
T h e p a rtic ip a tin g ju ris d ic tio n a ls o k e e p s a c o p y .
I nstructions for P art I I :
1 . E x cess match from p rior Federal fiscal y ear: E x c e s s
m a tc h c a rrie d o v e r fro m p rio r F e d e ra l fis c a l y e a r.
2 . M atch contributed during current Federal fiscal
y ear: T h e to ta l a m o u n t o f m a tc h c o n trib u tio n s fo r a ll
p ro je c ts lis te d u n d e r P a rt III in c o lu m n 9 fo r th e
F e d e ra l fis c a l y e a r.
3. Total match available for current Federal fiscal
y ear: T h e s u m o f e x c e s s m a tc h c a rrie d o v e r fro m th e
p rio r F e d e ra l fis c a l y e a r (P a rt II. lin e 1 ) a n d th e to ta l
m a tc h c o n trib u tio n fo r th e c u rre n t F e d e ra l fis c a l y e a r
(P a rt II. lin e 2 ). T h is s u m is th e to ta l m a tc h a v a ila b le
fo r th e F e d e ra l fis c a l y e a r.
4 . M atch liability for current Federal fiscal y ear: T h e
a m o u n t o f m a tc h lia b ility is a v a ila b le fro m H U D a n d
is p ro v id e d p e rio d ic a lly to P J s . T h e m a tc h m u s t b e
p ro v id e d in th e c u rre n t y e a r. T h e a m o u n t o f m a tc h th a t
m u s t b e p ro v id e d is b a s e d o n th e a m o u n t o f H O M E
fu n d s d ra w n fro m th e U .S . T re a s u ry fo r H O M E p ro je c ts .
T h e a m o u n t o f m a tc h re q u ire d e q u a ls 2 5 % o f th e
a m o u n t d ra w n d o w n fo r H O M E p ro je c ts d u rin g th e
F e d e ra l fis c a l y e a r. E x c e s s m a tc h m a y b e c a rrie d o v e r
a n d u s e d to m e e t m a tc h lia b ility fo r s u b s e q u e n t y e a rs
(s e e P a rt II lin e 5 ). F u n d s d ra w n d o w n fo r a d m in is tra -
tiv e c o s ts , C H D O o p e ra tin g e x p e n s e s , a n d C H D O
c a p a c ity b u ild in g d o n o t h a v e to b e m a tc h e d . F u n d s
d ra w n d o w n fo r C H D O s e e d m o n e y a n d /o r te c h n ic a l
a s s is ta n c e lo a n s d o n o t h a v e to b e m a tc h e d if th e
p ro je c t d o e s n o t g o fo rw a rd . A ju ris d ic tio n is a llo w e d
to g e t a p a rtia l re d u c tio n (5 0 % ) o f m a tc h if it m e e ts o n e
o f tw o s ta tu to ry d is tre s s c rite ria , in d ic a tin g “ fis c a l
d is tre s s ,” o r e ls e a fu ll re d u c tio n (1 0 0 % ) o f m a tc h if it
m e e ts b o th c rite ria , in d ic a tin g “ s e v e re fis c a l d is tre s s .”
T h e tw o c rite ria a re p o v e rty ra te (m u s t b e e q u a l to o r
g re a te r th a n 1 2 5 % o f th e a v e ra g e n a tio n a l fa m ily
p o v e rty ra te to q u a lify fo r a re d u c tio n ) a n d p e r c a p ita
in c o m e (m u s t b e le s s th a n 7 5 % o f th e n a tio n a l a v e ra g e
p e r c a p ita in c o m e to q u a lify fo r a re d u c tio n ). In
a d d itio n , a ju ris d ic tio n c a n g e t a fu ll re d u c tio n if it is
d e c la re d a d is a s te r a re a u n d e r th e R o b e rt T . S ta ffo rd
D is a s te r R e lie f a n d E m e rg e n c y A c t.
page 3 of 4 pages
5 . E x cess match carried over to nex t Federal fiscal
y ear: T h e to ta l m a tc h a v a ila b le fo r th e c u rre n t F e d e ra l
fis c a l y e a r (P a rt II. lin e 3) m in u s th e m a tc h lia b ility fo r
th e c u rre n t F e d e ra l fis c a l y e a r (P a rt II. lin e 4 ). E x c e s s
m a tc h m a y b e c a rrie d o v e r a n d a p p lie d to fu tu re H O M E
p ro je c t m a tc h lia b ility .
I nstructions for P art I I I :
1 . P roject N o. or O ther I D : “ P ro je c t n u m b e r” is a s -
s ig n e d b y th e C /M I S y s te m w h e n th e P J m a k e s a
p ro je c t s e tu p c a ll. T h e s e p ro je c ts in v o lv e a t le a s t s o m e
T re a s u ry fu n d s . If th e H O M E p ro je c t d o e s n o t in v o lv e
T re a s u ry fu n d s , it m u s t b e id e n tifie d w ith “ o th e r ID ” a s
fo llo w s : th e fis c a l y e a r (la s t tw o d ig its o n ly ), fo llo w e d
b y a n u m b e r (s ta rtin g fro m “ 0 1 ” fo r th e firs t n o n -
T re a s u ry -fu n d e d p ro je c t o f th e fis c a l y e a r), a n d th e n a t
le a s t o n e o f th e fo llo w in g a b b re v ia tio n s : “ S F ” fo r
p ro je c t u s in g s h o rtfa ll fu n d s , “ P I” fo r p ro je c ts u s in g
p ro g ra m in c o m e , a n d “ N O N ” fo r n o n -H O M E -a s s is te d
a ffo rd a b le h o u s in g . E x a m p le : 9 3.0 1 .S F , 9 3.0 2 .P I,
9 3.0 3.N O N , e tc .
S h o rtfa ll fu n d s a re n o n -H O M E fu n d s u s e d to m a k e u p
th e d iffe re n c e b e tw e e n th e p a rtic ip a tio n th re s h o ld a n d
th e a m o u n t o f H O M E fu n d s a llo c a te d to th e P J ; th e
p a rtic ip a tio n th re s h o ld re q u ire m e n t a p p lie s o n ly in th e
P J ’s firs t y e a r o f e lig ib ility . [§ 9 2 .1 0 2 ]
P ro g ra m in c o m e (a ls o c a lle d “ re p a y m e n t in c o m e ” ) is
a n y re tu rn o n th e in v e s tm e n t o f H O M E fu n d s . T h is
in c o m e m u s t b e d e p o s ite d in th e ju ris d ic tio n ’s H O M E
a c c o u n t to b e u s e d fo r H O M E p ro je c ts . [§ 9 2 .5 0 3(b )]
form HUD-40107-A (12/94)