HUD 4137 TAD Administration Work Plan Template

Community Compass TA and Capacity Building Program NOFA

4137 TAD-Administration Work Plan Template

OMB: 2506-0197

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Administration Work Plan Template

TA Provider: 

<name of TA award recipient auto-populates in DRGR>

GTR (name and email):

<name and email of GTR auto-populates in DRGR>

GTM/POTAC (name, email and phone):

<not applicable in DRGR>


1st Page of Work Plan in DRGR



TA Work Plan

Award #

<select the award #>
     

Work Plan Type

<select the work plan type>
     

Work Plan Category

<auto-populated based on work plan type selection>
     

Work Plan #

<enter the work plan #>
     

Work Plan Status

<after completing all fields in DRGR, change status to “submitted”>
     

Work Plan Close Date

<leave blank until ready to close work plan>

     

Invoice Period:
Monthly

# of Amendments (Approved by HUD)

<auto-populated in DRGR>

     

Submitted Date

<auto-populated in DRGR>

     


Associated TA Requests:

  TA Request

<leave blank>

     

TA Request Status

<leave blank>

     

     

     


Associated Work Plans:

  TA Providers

<leave blank>

     

Work Plan #

<leave blank>      

Work Plan Status

<leave blank>      


Scope:

Lead Person for Work Plan <within the Scope field, identify the lead person by name, email, and phone number>      

Original scope:

<sample Scope for Administration work plan (below); Recipient should adjust the scope based on its organizational structure and costs expected and allowed to be billed to the Administration work plan; include specific pre-award costs in scope, if pre-award cost letter was issued by HUD to the Recipient>


TA Awardee Recipient will administer the Community Compass TA grant, including tasks such as:

  • Develop and submit work plans to the HUD GTR outlining the specific TA to be undertaken and the intended accomplishments of that TA, if not charged to specific work plan.

  • Make assignments to staff and subcontractors on products approved by HUD to be developed or delivered under a work plan, if not charged to specific work plan.

  • Review the overall progress of the cooperative agreement spending and products. This will include managing product timelines and quality.

  • Meet with HUD to provide periodic updates on grant management, product status and timelines. Travel may be required if requested by HUD.

  • Develop and provide monthly status reports to HUD.

  • Develop and provide monthly invoices to HUD.

  • Set up and enter project, accomplishment and draw information into the DRGR system.

  • Develop and submit quarterly reports via the DRGR system.

  • Conduct written evaluations of the effectiveness and accomplishments of TA, workshop, written and web/technology products.

  • Program audits or financial statement audits (portion associated with this award, if not included in indirect cost rate (ICR) agreement)

  • Costs associated with ICR adjustment calculations (portion associated with this award, if not included in ICR agreement)

  • Pre-award costs (if pre-award approval letter was issued by Cooperative Agreement Officer)


Amendment and Modification Justification <within the Scope field, identify date of the amendment or modification, the changes made to the work plan, and the reason for the changes>      


Organization Assisted:

  Grantee Name

<leave blank>

     

Grantee Program

<leave blank>

     

Grantee State

<leave blank>

     

Grantee DUNS

<leave blank>

     

Grantee Org/Dept

<leave blank>

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     


Work Plan Period of Performance:

  From: 

<enter award effective date>

To: 

<award end date>


Tasks:

  Task:

Start Date:

End Date:

Estimated
Cost:

Estimated
Hours:

Narrative:

  1. Award Management

<enter award eff.date>

<enter award end date>

<estimate fully-loaded costs for award management activities charged to this award>

<estimate total hours for award management activities charged to this award>

<indicate which award management activities are estimated in the budget, based on the allowable scope>

2.      

     

     

     

     

     

3.      

     

     

     

     

     

4.      

     

     

     

     

     

5.      

     

     

     

     

     

6.      

     

     

     

     

     

7.      

     

     

     

     

     

8.      

     

     

     

     

     

9.      

     

     

     

     

     

10.      

     

     

     

     

     

  Total Budget (with Amendments)  

     

  Original Budget  

     

  Previously Approved Budget  

     


Milestones:

  Milestone <enter milestones associated with this award>:

     

Expected Date <enter date of milestones associated with this award>:

     

     

     

     

     

     

     

     

     

     

     


2nd Page of Work Plan in DRGR


Activity Budget:

   Grant

<auto-populated>:

Work Plan Type

<auto-populated>:

Project# / Project Title <select “Administration” project>:

Total Budget (with Amendments)

<auto-populated>:

Original Budget

<auto-populated>:

Previously Approved Budget

<auto-populated>:

       

     

     

     

     

     


Proposed Staff:

  Proposed Staff Budget <identify the total direct labor costs>:

     

  Staff Type

<select from dropdown>:

Effective
Date

<populated based on Staff Type>:

Staff
Name

<select based on Staff Type>:

Title

<populated based on Staff Name>:

Organization

<populated based on Staff Name>:

Start
Date

<enter est. start date>:

End
Date

<enter est. end date>:

Hours

<enter est. hours>:

Total
Rate

<populated based on staff type>:

Total <calculated>:

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     


  Total <calculated>:  

$0.00


Other/BLI Costs:

<identify total value of other direct costs (e.g., airfare, hotel, ground transportation, direct supplies, and include a line item for expected increases in direct labor rates)>

  Budget Line Item:

Description:

Start Date:

End Date:

Cost:

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     



  Total:  

$0.00




Proposed Accomplishment(s):

 Outcome(s) <future enhancement; leave blank for now>:


  Task:

Expected Outcome:

Start Date:

     

     

     

     

     

     

     

     

     

     

     

     

Output(s) <future enhancement; leave blank for now>:


  Task:

Expected Outcome:

Start Date:

     

     

     

     

     

     

     

     

     

     

     

     


Indicate Which of HUD’s Strategic Goals the Planned Work Supports

<future enhancement; leave blank for now>

  Select:

Goal:

     

Strengthen the nation’s Housing Market to Bolster the Economy and Protect Consumers

     

Meet the Need for Quality Affordable Rental Homes

     

Utilize Housing as a Platform for Improving Quality of Life

     

Build Inclusive and Sustainable Communities Free from Discrimination

     

Transforming the Way HUD Does Business

     

Achieving Operational Excellence


Indicate Which Goals of the Federal Strategic Plan to Prevent and End Homelessness the Planned Work Supports

<future enhancement; leave blank for now>

  Select:

Goal:

     

Promote Collaborative Leadership

     

Strengthen Capacity and Knowledge

     

Provide Affordable Housing

     

Provide Permanent Supportive Housing

     

Increase Economic Security

     

Reduce Financial Vulnerability

     

Integrate Health Care with Housing

     

Advance Health and Housing Stability for Youth

     

Advance Health and Housing Stability for Adults

     

Transform Crisis Response Systems




OMB 2506-0197

HUD 4137 Exp. 03/31/2023


File Typeapplication/vnd.openxmlformats-officedocument.wordprocessingml.document
AuthorSantana, Njeri A
File Modified0000-00-00
File Created2023-08-28

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