CDBG - Revision history

Serenity152102: updated

2023-10-17T23:30:26Z

updated

← Older revision		Revision as of 23:30, 17 October 2023
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	~~Creating~~ the Beneficiary Report		When awarded a CDBG grant, you will receive a Contract Execution letter. The organization is bound by the requirements of the contract.

			Sample Past Contract Execution letter:

			''The contract file should include, but not be limited to, the contract and copies of any and all correspondence,''

			''invoices, reports, statistics, documents, etc. This file must be kept for a period of five (5) years from the date''

			''of your organization’s last qualified financial audit that includes this project as completed. In addition, you''

			''should have a financial management system in place and a procurement policy to address any''

			''issues regarding hiring of personnel or making purchases with our funds.''

			''Please note that your contract start date is [date] and we cannot reimburse for any costs incurred''

			''before that date. To avoid invoicing problems that can result in delays in processing reimbursements,''

			''please be sure to submit your invoices on a monthly basis, as required by the contract. To be considered''

			''complete, all invoices must include the following:''

			''1. Requisition Form. We pay on a cost reimbursable basis. We pay no late fees or past due amounts.''

			''The requisition sheet is the only form that should have an original signature. Please make a complete''

			''copy of the invoice exactly as you forward it to our office and place in your contract file.''

			''2. Beneficiary Report form. Community Development Block Grant funds are intended to be used for low''

			''to moderate income individuals in the City of Pittsburgh and it is necessary that we collect information on''

			''those persons being served with these funds. The Beneficiary Form must be submitted with each''

			''invoice.''

			''3. Written Narrative Program/Project Activity Report. Using your own format and based on your scope''

			''of services, you must submit a brief narrative report describing the services you provided during the time''

			''period covered by your invoice.''
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			----


			'''How to Guide for creating the Beneficiary Report'''

	To run the report		To run the report

Serenity152102: New reporting requirements required an update

2023-05-15T16:06:35Z

New reporting requirements required an update

← Older revision		Revision as of 16:06, 15 May 2023
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	Creating the Beneficiary Report		Creating the Beneficiary Report


	To run the report		To run the report


	Log in to Link2Feed		Log in to Link2Feed
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	Click on New Report		Click on New Report

	~~Under~~ "~~Statistics Report~~" ~~click " + New Report"~~		Run an "Interactive Household report "


	~~''Create a New Statistics Report:''~~

	Titled: [Month] CDBG [Year of the Grant]		Titled: [Month] CDBG [Year of the Grant]
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	That is: just for me		That is: just for me

			<nowiki>''</nowiki>I want to schedule the report:<nowiki>''</nowiki>
	''I want to schedule the report:''

	Leave the settings as they are		Leave the settings as they are

			<nowiki>''</nowiki>For the following time period:<nowiki>''</nowiki>
	''For the following time period:''

	Enter each month of the grant period separately with the "or between" date selections		Enter each month of the grant period separately with the "or between" date selections

			<nowiki>''</nowiki>For the following:<nowiki>''</nowiki>
	''For the following:''

	Check off Organizations: PBRO1044-1: Brookline Christian Food Pantry		Check off Organizations: PBRO1044-1: Brookline Christian Food Pantry

			<nowiki>''</nowiki>For the following program types:<nowiki>''</nowiki>

	~~''For the following program types:''~~		Check off Pantry & TEFAP

	Check ~~off~~ Pantry & TEFAP


	~~''With the following report selections:''~~

	~~Check off Ethnicity: Client (Unique) and Income (Net): Households (Unique)~~


	~~Click Create Report~~



	~~Open the Beneficiary report sent by the CDBG contact via email~~

	~~Refer to the reports from Link2Feed to complete the form.~~

	~~To breakdown ethnicity:~~

	~~Ethnicity per Link2Feed \| Ethnicity per CBDG~~

	~~Asian \| Asian~~

	~~Black/ African American \| Black~~

	~~Black/ African American + Another Ethnicity \|~~

	~~Hispanic/ Latino \| WH~~

	~~Middle-Eastern/ North African \| Multi-Racial~~

	~~Other \| Multi-Racial~~

	~~Other Multiple Ethnicity \| Multi-Racial~~

	~~Undisclosed \| Omitted~~		For INCOME

	~~White/ Anglo \| White~~		Open the Beneficiary report you generated

	~~To break~~ down ~~income~~:		Scroll to down to find “Household Size: Individuals (Unique)

	~~Google~~ the ~~Median Family Income for Pittsburgh~~.		Click on a Label with the number of individuals in the household (1, 2, 3, 4, 7, etc.)

	~~Divide~~ that ~~number by 12 to calculate the monthly~~.		That will regenerate the report for that household size.

	~~Calculate 30% and 50% of that monthly number.~~		Scroll down to find “Monthly Household Income: Individuals (Unique)

	~~You can use the data from the Link2Feed report to complete columns 7-9 of the beneficiary form.~~		For ETHNICITY

			Remove all pivots from when you were generating reports for income

	~~Make sure the number of people served from columns 1-5 & 6 is equal~~ to ~~the number of people reported in columns 7-9.~~		Scroll down to Ethnicity: Individuals (Unique)
	[[Category:Finance How To]]		[[Category:Finance How To]]

100.6.165.4 at 14:46, 16 March 2022

2022-03-16T14:46:01Z

← Older revision		Revision as of 14:46, 16 March 2022
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	Make sure the number of people served from columns 1-5 & 6 is equal to the number of people reported in columns 7-9.		Make sure the number of people served from columns 1-5 & 6 is equal to the number of people reported in columns 7-9.
			[[Category:Finance How To]]

	[[Category:Finance]]

100.6.165.4: Created

2022-02-25T21:36:10Z

Created

New page

Creating the Beneficiary Report

To run the report

Log in to Link2Feed

Click on Reports

Click on New Report

Under "Statistics Report" click " + New Report"

''Create a New Statistics Report:''

Titled: [Month] CDBG [Year of the Grant]

That is: just for me

''I want to schedule the report:''

Leave the settings as they are

''For the following time period:''

Enter each month of the grant period separately with the "or between" date selections

''For the following:''

Check off Organizations: PBRO1044-1: Brookline Christian Food Pantry

''For the following program types:''

Check off Pantry & TEFAP

''With the following report selections:''

Check off Ethnicity: Client (Unique) and Income (Net): Households (Unique)

Click Create Report

Open the Beneficiary report sent by the CDBG contact via email

Refer to the reports from Link2Feed to complete the form.

To breakdown ethnicity:

Ethnicity per Link2Feed | Ethnicity per CBDG

Asian | Asian

Black/ African American | Black

Black/ African American + Another Ethnicity |

Hispanic/ Latino | WH

Middle-Eastern/ North African | Multi-Racial

Other | Multi-Racial

Other Multiple Ethnicity | Multi-Racial

Undisclosed | Omitted

White/ Anglo | White

To break down income:

Google the Median Family Income for Pittsburgh.

Divide that number by 12 to calculate the monthly.

Calculate 30% and 50% of that monthly number.

You can use the data from the Link2Feed report to complete columns 7-9 of the beneficiary form.

Make sure the number of people served from columns 1-5 & 6 is equal to the number of people reported in columns 7-9.

[[Category:Finance]]