Technical Submission Outline

Form: Technical Submission

Formlet: Before Starting

Left Menu Label:

Before Starting (always visible)

Formlet Title:

Before Starting the Technical Submission

Text at top of screen:

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SNAPS to provide bullets under "Things to Remember:"

This must reference both the Issues and Conditions and Technical Submission Processes

Formlet: Reference Submissions

Left Menu Label:

Reference Submissions (always visible)

Formlet Title:

Reference Submissions

New Project Application is available for reference

Issues and Conditions

Formlet: Issues and Conditions

Left Menu Label:

Issues and Conditions (visible if I&Cs identified in C1.8 by FO)

Formlet Title:

Issues and Conditions

*

SNAPS to provide Hide/Show Instructions

LABEL

REQUIREMENT DETAILS

Indicate additional comments, if necessary.

editable, text box, optional

LABEL

REQUIREMENT DETAILS

HUD Identified

Selections in this column are brought forward from C1.8 FO Rec and are read-only

Recipient Resolved

Editable check boxes Can only edit boxes that have a corresponding box checked in the HUD Identified column

Technical Submission

Formlet: Certification

Left Menu Label:

Certification (always visible, indented under TS label)

Formlet Title:

Certification

*

SNAPS to provide Hide/Show Instructions

LABEL

REQUIREMENT DETAILS

Name of Authorized Certifying Official:

read-only, bought forward from applicant profile

Date:

read-only, pre-populated with current system date

Title:

read-only, bought forward from applicant profile

Applicant Organization:

read-only, bought forward from applicant profile

?

PHA Number (For PHA Applicants Only):

Where does this value come from? From Form 8B of the project application

*

SNAPS to provide certification language

Formlet: Project Milestones

Left Menu Label:

Project Milestones (always visible, indented under TS label)

Formlet Title:

Project Milestones

*

SNAPS to provide Hide/Show Instructions

LABEL

REQUIREMENT DETAILS

Enter the number of days from the execution of the grant agreement that each of the following milestones will occur, for each structure in the project. If the project has only one structure or no structures, complete only column A. Enter “N/A” if the event is not applicable.

instructions at top of screen

For Reference Only - From the hard copy…

FIELD

REQUIREMENT DETAILS

Columns A - D for All Rows (1 - 12)

allow numeric or text values (i.e., N/A)

Columns A - D for Rows 1 - 11

nonmandatory for all columns, editable for PH, TH, and SSO, grey noneditable for HMIS

Columns A - D for Row 12 (Implementation of the HMIS project)

nonmandatory for all columns, editable for HMIS, grey noneditable for PH, TH, and SSO

Formlet: Project Goals

Left Menu Label:

Project Goals (always visible, indented under TS label)

Formlet Title:

Project Goals

*

SNAPS to provide Hide/Show Instructions

LABEL

REQUIREMENT DETAILS

Do you need to record any changes to the Standard Performance Measures on the original application? If yes, select Save to reference the updates.

required, editable drop-down with options Yes and No

Do you need to record any additional Performance Measures to those on the original application? If yes, select Save to reference the updates.

required, editable drop-down with options Yes and No

Formlet: Adjustments

Left Menu Label:

Adjustments (always visisble, indented under TS label)

Formlet Title:

Adjustments

*

SNAPS to provide Hide/Show Instructions

LABEL

REQUIREMENT DETAILS

Do you need to record any changes to the original application? If yes, select Save to reference the updates.

required, editable drop-down with options Yes and No

If user selects Yes and Save, a chart similar to the one below will appear:

*

SNAPS to confirm which formlets/fields the recipient can edit in TS

Assumption: Only those sections completed by the applicant on the New Project Application will appear for editing.

Below is a complete list of all formlets on the HEARTH New Project Application

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SNAPS to confirm which formlets/fields the recipient can edit in TS

Part 2 - Recipient and Subrecipient Information

2A. Subrecipients

2B. Experience

Part 3 - Project Information

3A. Project Detail

3B. Description

3C. HMIS Expansion

3C. Expansion

3D. Prevention

Part 4 - Housing, Services, and HMIS

4A. HMIS Standards

4B. HMIS Timetable

4C. HMIS Progress

4A. Services

4B. SSO

4B. Housing Type

4C. Location(s)

Part 5 - Participants and Outreach

5A. Households

5B. Subpopulations

5C. Outreach

5D. Discharge Policy

Part 6 - Performance Measures

6A. Standard

6A. Performance Measures - HMIS

6B. Additional Performance Measures

Part 7 - Budget Information

7A. Acquisition/Rehabilitation/New Construction Budget

7B. Leased Units

7C. Leased Structures

7D. Housing Relocation and Stabilization

7E. Short-term / Medium-term Rental Assistance

7F. Long-term Rental Assistance

7G. Supp. Srvcs. Budget

7H. Operating

7I. HMIS Budget

7J. Summary Budget

Notes:

Based on the recipient selections on save, those formlets will open for edit. All forms can be initially reviewed as read only by selecting them from the left menu indented under 'Adjustments'.

Formlets for adjustments will include a mandatory justification textbox at the bottom of each page – for the recipient to justify or provide an explanation of changes made

Selected formlets will appear with all original data brought forward and fields editable, except for Summary Budget.

The Summary Budget will appear with all data brought forward from original application (read-only), and:

- column with conditionally award amounts (read-only)

Conditinally awarded amounts brought forward from C1.6 (the HUD Award)

- column for amounts requested by recipient during TS

* Amounts rolled-up from detail budget changes made by recipient in TS

The summary budget cannot be increased

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<CACI to provide Summary Budget layout once confirmed>

Formlet: Administrative Costs

Left Menu Label:

Admin Costs (always visible, indented under TS label)

Formlet Title:

Administrative Costs

*

SNAPS to provide Hide/Show Instructions

For Reference Only -From TS hard-copy…

LABEL

REQUIREMENT DETAILS

Total Administrative Costs from Application:

read-only, pre-populated with admin costs from Application

Total Itemized Administrative Costs:

read-only, pre-populated with cumulative costs from list Must match the Total Administrative Costs from Adjustments

Recipient Administrative Costs:

monetary numeric, editable

Subrecipient Administrative Costs:

monetary numeric, editable

Validations:

Recipient and Subrecipient Costs must equal Total Itemized Administrative Costs.

Total Itemized Administrative Costs must equal Total Administrative Costs from Application.

<need to provide warning message text>

Subformlet: Administrative Costs Detail

LABEL

REQUIREMENT DETAILS

Administrative Activity Description:

text box, editable

Grant Year:

drop-down (1, 2, 3, 4, 5), editable (default --select--)

Cost Amount:

monetary numeric, editable

*

SNAPS to provide Hide/Show Instructions

Formlet: Attachments

Left Menu Label:

Attachment(s) (always visible, indented under TS label)

Formlet Title:

Attachment(s)

Attachments List:

Site Control(s)

Environmental Review(s)

Job Descriptions

Documentation of Match

Proof of Lease(s)

Distribution of Administrative Costs

*

SNAPS to confirm attachment listing

Note: Attachments are not required

Subformlet: Attachment Detail

Need to increase Maximum Size limit - 10 MB

Formlet: Submission Summary

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<need to flush out submission conditions>