HUD 92910 Housing Counseling Training Charts

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Overview

Public Reporting Information
Instruction Page
Chart A - Past Performance
Chart B - Proposed Performance
Chart C - Budget
Chart D - Leveraging
Chart E - Training Partners

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Sheet 1: Public Reporting Information

OMB Approval #: 2502-0567
Exp Date: xx/xx/xxxx
I certify that the information provided on this form and in any accompanying documentation is true and accurate. I acknowledge that making, presenting, or submitting a false, fictitious, or fraudulent statement, representation, or certification may result in criminal, civil, and/or administrative sanctions, including fines, penalties, and imprisonment.
“The Public Reporting Burden for this collection of information is estimated to average 102 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Reports Management Officer, Office of Information Policies and Systems, U.S. Department of Housing and Urban Development, Washington, DC 20410-3600 and to the Office of Management and Budget, Paperwork Reduction Project (2502-0567), Washington, DC 20503. Do not send this completed form to either of the above addresses. “HUD’s Office of Housing Counseling will use the information collected to evaluate and rank applications. The housing counseling training grant program provides training for housing counselors on a nation-wide basis. This information is required to be eligible for the grant award as authorized by Section 106 of the Housing and Urban Development Act of 1968 (12 U.S.C. 1701x) and Section 4 of the Department of Housing and Urban Development Act (42 U.S.C. 3533) as amended by Subtitle D – Office of Housing Counseling of Dodd-Frank Wall Street Reform and Consumer Protection Act. There are no assurances of confidentiality. HUD may not conduct or sponsor, and a person is not required to respond to, a collection of information unless it displays a currently valid OMB control number.”
											HUD-92910 All prior versions of this form are obsolete

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Sheet 2: Instruction Page

General Instructions for HUD-92910

Applicants must provide completed Housing Counseling Training Charts as a required part of their application submission. There are six charts in this spreadsheet that must be completed in their entirety in order for applicants to receive full points. The completed charts and exhibits along with the narratives will constitute the basis for evaluating the application.

HUD-92910 All prior versions of this form are obsolete

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Sheet 3: Chart A - Past Performance

Chart A - Past Performance

Applicant Name:

Instructions: • List each housing counseling training course that you and your applicant partners provided between June 1, 2016 to May 31, 2017. If the same course was provided multiple times during this time period, list the course name in Column B and the number of times it was provided in Column D. Do not create a separate entry for each time the course was provided. If the course was on-line, list the number of class offerings as 1. • If the same course was provided using multiple delivery methods (in person, online / web based), create a separate entry for each delivery method. For purposes of completing this chart, use the following definitions for the three delivery methods: 1. In-Person: The course is provided to counselors in a face-to-face classroom setting. This includes place based training and national institute training. 2. Web-Based: a. Online Non-Interactive: The course is provided to counselors electronically and does NOT allow for realtime instructor-counselor interaction. b. Online / Interactive / Web-Based: The course is provided to counselors electronically and allows for realtime instructor-counselor interaction. • Core Topic Components Included (Column F): Indicate which courses include at least one of the six core components listed below: o Financial Management o Property Maintenance o Responsibilities of homeownership and tenancy o Fair housing laws and requirements o Housing affordability o Avoidance of, and responses to, rental and mortgage delinquency and avoidance of eviction and mortgage default • Learning Checks Including an Examination (Column J): Indicate if learning checks and an examination were required to pass the course • Course Duration (Column M): For online courses, if there is no standard course duration, provide the average time required for counselors to complete the course (in hours). *Definition of Scholarships: Full Scholarships: Travel (Including lodging, transportation, and per diem) + Tuition

See above for Instructions for completing this Past Performance chart

Course Name

Delivery Method (Choose One): In-Person Web-Based - •Online Non-Interactive • Online / Interactive

Number of Courses Provided from 6-1-16 to 5-31-17

Total # of Counselors Trained

Core Topic Components Included

Measured Student Satisfaction?

Learning Checks Including an Examination

Number of Counselors from Rural/Underserved Areas

Course provided in multiple languages?

Course Duration (In Hours)

Number of Scholarships Anticipated (See definition above)*

Cost per Student (see NOFA definition)

Course used for housing counselor certification?

Brief Course Description (If the course is used for a housing counseling certification, include a description of how it is used in the certification process.)

HECM Default Courses Offered

Disaster Courses Offered

Travel Only

Full Scholarships

Tuition Only

Example Course A

In-Person

5

125

X

15

2

X

25

X

X

8

25

100

75

$750

X

1 - 3 sentence course description.

Example Course B

Online / Interactive

3

60

X

5

3

X

15

X

X

6

n/a

n/a

20

$150

X

1 - 3 sentence course description.

Example Course C

Online Non-Interactive

7

240

X

4

1

X

10

X

X

3

n/a

n/a

40

$75

X

1 - 3 sentence course description.

HUD-92910

All prior versions of this form are obsolete

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Sheet 4: Chart B - Proposed Performance

Chart B - Proposed Performance

Applicant Name:

Instructions: • List each housing counseling training course that you and your applicant partners intend to provide between July 1, 2018 to September 30, 2019. If the same course will be provided multiple times during this time period, list the course name in Column B and the number of times it will be provided in Column D. Do not create a separate entry for each time the course was provided. If the course was on-line, list the number of class offerings as 1. • If the same course was provided using multiple delivery methods (in person/web based), create a separate entry for each delivery method. For purposes of completing this chart, use the following definitions for the three delivery methods: 1. In-Person: The course is provided to counselors in a face-to-face classroom setting. This includes place based training and national institute training. 2. Web-Based: a. Online Non-Interactive: The course is provided to counselors electronically and does NOT allow for realtime instructor-counselor interaction. b. Online / Interactive / Web-Based: The course is provided to counselors electronically and allows for realtime instructor-counselor interaction. • Core Topic Components Included (Column F): Indicate which courses include the six core components listed below: o Financial Management o Property Maintenance o Responsibilities of homeownership and tenancy o Fair housing laws and requirements o Housing affordability o Avoidance of, and responses to, rental and mortgage delinquency and avoidance of eviction and mortgage default • Performance Learning Checks Including an Examination (Column J): Indicate if learning checks and an examination will be required to pass the course • Course Duration (Column M): For online courses, if there is no standard course duration, provide the average time required for counselors to complete the course (in hours). *Definition of Scholarships: Full Scholarships: Travel (Including lodging, transportation, and per diem) + Tuition

See above Instructions for completing this Proposed Performance Chart

Course Name

Delivery Method (Choose One): In-Person Web-Based - •Online Non-Interactive • Online / Interactive

Number of Courses Proposed in 7-1-18 to 6-30-19

Total # of Counselors to be Trained

Core Topic Components Included

Will Student Satisfaction be Measured?

Learning Checks Including an Examination

Number of Counselors from Rural/Underserved Areas

Course provided in multiple languages?

Course Duration (In Hours)

Number of Scholarships Anticipated (See definition above)*

Cost per Student (see NOFA definition)

Course used for housing counselor certification?

Course includes Information on Managing Stress

Brief Course Description (If the course is used for a housing counseling certification, include a description of how it is used in the certification process.)

HECM Default Courses Offered

Disaster Courses Offered

Travel Only

Full Scholarships

Tuition Only

Example Course A

In-Person

5

125

X

15

2

X

X

25

X

8

25

100

75

$750

X

X

1 - 3 sentence course description.

Example Course B

Online / Interactive

3

60

X

5

3

X

X

15

X

6

n/a

n/a

20

$150

X

X

1 - 3 sentence course description.

Example Course C

Online Non-Interactive

7

240

X

4

1

X

X

10

X

3

n/a

n/a

40

$75

X

X

1 - 3 sentence course description.

HUD-92910

All prior versions of this form are obsolete

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Sheet 5: Chart C - Budget

Chart C - Budget
Applicant Name:
Instructions: Complete all applicable sections below with your actual expenditures
	Actual Expenditures for June 1, 2016 - May 31, 2017 Training Grant****
	Expense Items	Actual Expenditures - grant funds	Actual Expenditures - all sources
	Staff Salaries
	Staff Fringe Benefits
	Consultant/Trainer Fees
	Rent/Office
	Rent/Training Venues
	Travel/Consultant/Trainer**
	Travel/Staff**
	Full Scholarships*
	Tuition Scholarships
	Travel Scholarships**
	Equipment
	Telephone/internet/Website
	Delivery Services
	Printing / Production of Class Materials
	Other Expenses (describe)*** or add lines if needed
	Training Partners
	Sub-grantee disbursments
	Indirect Costs (indirect cost rate: )
	TOTAL EXPENDITURES	0	0
	Percent of HUD Grant Spent on Scholarships:	#DIV/0!
	Notes:
	* Full Scholarship includes travel (lodging, transportation and perdiem) + Tuition
	** Travel (lodging, transportation and perdiem)
	***Add budget items not listed in the "Other Expenses" line and describe in detail in the comments box.
	**** Applicants who did not receive a training grant should provide expendidtures from all other sources.
			HUD-92910
			All prior versions of this form are obsolete

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Sheet 6: Chart D - Leveraging

Chart D - Leveraging
Applicant Name:
Instructions: Identify all non-federal leveraged resources available for the proposed work plan including subgrantee resources, if applicable.
	Organization Providing Leveraged Funds/In-kind Contributions (include fees/program income) and Point of Contact	Type of Contribution (Cash, In-kind, fees)	Time Period Funds are Available	Commitment Letter in Hand (Not Pending)	Use of Funds	Amount of Funds
	EXAMPLES
	ABC Intermediary	Fees	10/1/17 - 9/30/18		Pre-purchase education/certification class	$50,000
	Jane Dough Foundation/ John Dough (719) 222-3232	Cash	1/1/17 - 1/1/18		on-line testing development	$10,000
	Chase Bank Foundation/ Sally Clams (719) 224-7676	Cash	10/1/17 - 9/30/18	x	Hsg Counselor Education Program	$7,500
	City of Siever/ Pat Culver (719) 236-4565	In-Kind	1/1/18 - 8/31/18	x	Space for in-person classes	$12,000
	Housing Resources	Materials	10/1/17 - 9/30/18	x	Copy training materials/Handouts	$5,000
						HUD-92910
						All prior versions of this form are obsolete

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Sheet 7: Chart E - Training Partners

Chart E - Training Partners
Applicant Name:
Instructions: In this section, provide a list of partners you worked with from June 1, 2016 to May 31, 2017 to provide place based training. This can be lenders, local non profit organizations, state housing finance agencies, etc. The amount of partner contribution will be used in your agency leveraging. Definition of Training Partners: Agencies and organizations that have at least two years of experience providing housing counseling training services to housing counselors employed by housing counseling agencies participating in HUD’s Housing Counseling Program. They may be governmental agencies, non-profit organization or for-profit organizations. Examples of training partners include state housing finance agencies, state, local and tribal government agencies, housing counseling coalitions and networks, housing industry associations, HUD approved housing counseling agencies and other housing industry partners.
	Partner Name	Type of Entity	Name of Contact at Entity	Contact Phone Number	Number of Events	Proposed amount of Training Partner contribution for 7-1-18 to 9-30-19	Past amount of Training Partner contribution from 6-1-16 to 5-31-17
	Example
	ABC Org	Local NP
							HUD-92910
							All prior versions of this form are obsolete