CDBG_Formal_Application_FY26-27.pdf
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- Attached to
- Grants & Loan Management Software
- Solicitation number
- 26-216
- Issued by
- Santa Clara County, California
About this file
This is a Community Development Block Grant (CDBG) Formal Application for Funding issued by the City of Milpitas for the fiscal year July 1, 2026 through June 30, 2027. The application serves as the primary mechanism for organizations to request CDBG funding from the City to support community development activities benefiting low to moderate-income residents. Applicants must complete comprehensive sections addressing organization details, project specifications, national objectives alignment, planned activities and services, outreach strategies, service delivery methods, and performance metrics. The application requires submission of supporting exhibits including a purpose statement and scope of services, professional team information, project work plans with quarterly activity objectives, detailed implementation schedules across the twelve-month program year, and monthly project budgets. Organizations must demonstrate how their proposed projects meet CDBG National Objectives and City of Milpitas priorities, with options to qualify under area benefit, limited clientele, special needs groups, housing, or job creation criteria. The application process requires applicants to identify measurable goals, the number of unduplicated residents to be served, prior year funding information, and descriptions of any challenges in administering previous CDBG funds.
Applicants must provide detailed three-year revenue histories categorized by government/federal grants, foundation grants, and other revenue sources, with specific line-item budgets for personnel, benefits, rent, utilities, travel, contract services, insurance, and other operational expenses. The City administers approximately $555,000 in annual CDBG funding distributed across roughly fifteen subrecipient organizations supporting public services, capital improvement projects, economic development activities, and program administration. Capital projects must include additional documentation regarding project elements, timelines for design completion, bid release, environmental clearance, contractor selection, permit acquisition, labor compliance, construction phases, and project occupancy, with applicants required to confirm whether projects will be completed by June 30, 2027. All applications must be signed by the CEO or Executive Director and include corporate resolution authorization certifying that signatories are duly authorized to negotiate, execute, and deliver agreements on behalf of the organization and that all information provided is true, correct, and complete under penalty of law.
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Application for Funding Community Development Block Grant
(CDBG) July 1, 2026 - June 30, 2027
When completing your application, do not leave any blanks. If you are unable to answer, please type in “N/A” or
“0”. City staff may request additional information. Highlighted areas indicate a drop-down menu.
1.2 Organization CEO/Executive Director
Executive
Director:
Email: Phone:
Section 1.3 Lead Project Manager (Point of Contact)
Project Manager: Title:
Email: Phone:
Section 1.4 What is your organization’s purpose, mission, or vision? (725 characters)
If your organization has an official, board-approved mission statement, include it here:
Section 1.1: Organization
Organization Legal Name:
Date:
Address:
Suite:
City: State: Zip:
Agency Type:
UEI #: Project Category:
Website: Org. Email:
1.5 Organization Details
Year Founded: # Full-time Staff # Part-time Staff
# of Volunteers: Current Year Budget: $
(CDBG) July 1, 2026 - June 30, 2027
Section 2 About your Project
2.1 Project
Project Title:
2.2 National Objectives and City of Milpitas Priorities
Please identify the project’s eligibility under CDBG National Objectives:
(For Public Service/Economic Development Projects) Identify the projects eligibility under the City of Milpitas’s priorities:
(For Capital Projects) Identify the project’s eligibility under the City of Milpitas’s priorities:
2.3 CDBG Criteria: What criteria does your proposed project meet?
Select one option only
Area benefit: At least 51% of residents within the targeted activity area are low to moderate income (LMI)
Limited Clientele (select an option from the two below)
Special Needs Group
At least 51% of clientele to be served will be documented as LMI
Housing (select an option from the drop down menu to the side)
Job Creation: At least 51% of jobs for LMI persons
2.4 CAPER Goals
What goals does your proposed project meet? You may select one or more options. Please include the percentage of time your organization spends on each selected goal.
Affordable Housing Rental Rehabilitation
Community Funding/Public Services
Fair Housing
Maintain and Preserve Existing Housing
Public Services for Children and Youth
Public Services for Seniors
Public Services for D omestic Violence
Public Services for LMI at -risk of Eviction
Assist Microenterprises & Small B usinesses New Affordable Housing Public Improvements
(CDBG) July 1, 2026 - June 30, 2027
Section 3: Project Details
3.1 Planned Activities and Services (650 characters)
Describe what Milpitas residents will do or receive by participating in your program.
3.2 Describe Your Planned Outreach to City of Milpitas Residents (650 characters)
Include information on how you will continuously outreach to Milpitas residents, including any partnerships.
3.3 Describe How Services Are Delivered to Milpitas Residents (300 characters)
E.g. One-on-one, classroom setting, home visits, phone referrals, marketing, etc.
(CDBG) July 1, 2026 - June 30, 2027
Section 4: Measuring Results
4.1 Prior Year Milpitas CDBG Funding Information
Fill out prior year funding details where applicable and projected details. If your organization is new and has not received prior year funding from the City, please fill out the projected tab.
FY 25-26 PROJECTED FY 26-27
Total amount of CDBG funding received from the City of
Milpitas
Total amount of USED CDBG funds from the City of Milpitas
Total number of NEW or UNDUPLICATED Milpitas residents served
*If you have not used the total amount of CDBG funds awarded to you by the City of Milpitas, please explain below.
Describe any challenges experienced in administering CDBG funds in the last fiscal year.
If you're a new CDBG applicant, describe why you've decided to apply for CDBG.
(CDBG) July 1, 2026 - June 30, 2027
4.3 Project Element (CAPITAL PROJECTS ONLY)
Project Element Projected Start Date Projected End Date
Define scope of work/finish design
Release bid package
Environmental clearance
Select contractor
Finalize contract
Obtain building permits
Labor compliance
Start construction
Complete construction
Project occupancy
4.4 Will the project be completed by June 30, 2027? If not, please explain why and indicate when the project will be completed. ( CAPITAL PROJECTS ONLY)
Section 4: Measuring Results (cont.)
4.2 Project Type (CAPITAL PROJECTS ONLY)
What is this proposal for? (Check all that apply)
Rental Housing Ownership Housing
Other Housing Community Development
(CDBG) July 1, 2026 - June 30, 2027
Section 5: Total Agency Budget
5.1 Funding
Total funding requested for this project $
Total cost of the project $
Are you getting County assistance? If so, please list $
5.2 Revenue
Show a three-year history of actual revenue received by your agency for this activity for the three-year period shown below. If more space is needed continue with another page.
CATEGORY 2022 2023 2024
Government/Federal Grants (list sources)
A.
B.
C.
Subtotal:
Foundation Grants (list sources)
A.
B.
C.
Subtotal:
Other Revenue (list sources)
A.
B.
C.
Subtotal:
TOTAL REVENUE:
(CDBG) July 1, 2026 - June 30, 2027
Section 6: CDBG Contract Information
6.1 Exhibit A - Purpose Statement and Scope of Services
6.2 Exhibit C - Professional Team
Clearly state your purpose statement and describe the scope of your services. Be sure to include the amount of unduplicated residents your activity is proposing to assist.
State who will be working on this activity on behalf of your organization.
Include their name and title.
Purpose Statement
Scope of Services
- Should include the mission statement of your agency and the needs that your CDBG activity will address
- Include measurable goals with the number of unduplicated individuals or households that will be served
Application for Funding Community Development Block Grant (CDBG)
July 1, 2026 – June 30, 2027
Signature of CEO/Executive Director Signature of Project Manager
Type or Print Name of CEO/Executive Director Type or Print Name of Project Manager
Date Date
CORPORATE RESOLUTION AUTHORIZATION TO EXECUTE CONTRACT
Please electronically sign this page to indicate that your application is complete and correct, and that you are authorized to submit the requested information and documentation.
In connection with its CDBG application for Program Year 2025-2026, I __________________________, (Full Name)
_______________________, of ________________________________, as of ______________________ (Title) (Organization) (Date) hereby certify that I am duly authorized to negotiate, execute, and deliver agreements, documents, and other instructions in the name of and on behalf of the Organization submitting this application for funding assistance. The information contained in this application is, to the best of my knowledge, true, correct, complete and represents under penalty of law the true intended usage of the funds for which the application is being submitted and a true expression of the authority of the signatory and the application and its intention to comply with all terms of this application and any Contract for funding awarded pursuant hereto.
EXHIBIT A: PROJECT FUNDING ( PY 2026-20 27)Project Name:
LINE ITEM AMOUNT REQUESTED
FROM THE CITY OF MILPITAS
FUNDING FROM
OTHER SOURCES
TOTAL PROJECT
COST
SOURCE OF FUNDING IF OTHER
THAN CITY OF MILPITAS
Personnel
Benefits
Rent
Telephone
Postage
Printing (including Ads)
Supplies
Travel
Utilities
Equipment & Maintenance
Dues & Subscriptions
Accounting Services
Contract Services
Insurance
Conference
Miscellaneous
TOTAL
EXHIBIT B: PROJECT WORK PLAN
PY 2026-2027
Project Name:
RESPONSIBLE PERSON % OF TIME ALLOCATED TO ACTIVITY QUARTERLY ACTIVITY OBJECTIVES
EXHIBIT C: PROPOSED IMPLEMENTATION ACTIVITY TIME SCHEDULE
List in detail the major activities to be undertaken to implement the project and the scheduled time they will begin and be completed. Once approved, projects will be closely monitored during implementation according to this time schedule:
Project Name: ___________________________________________________
Project Coordinator: ______________________________________________
Can this project be incorporated into the on-going work load of the applicant and successfully be implemented according to this schedule?
Yes No Schedule Prepared By: ______________________________________________________________ Title: ___________________________________________________
TYPE OF ACTIVITIES JULY AUG. SEPT. OCT. NOV. DEC. JAN. FEB. MARCH APRIL MAY JUNE
Program Year: 2026-2027
Date Prepared: ____________________________________________
Revisions: ________________________________________________
Final Approved: ___________________________________________
Approved Revisions: ________________________________________
EXHIBIT D: MONTHLY PROJECT BUDGET
Project Name:
PY 2026-2027
LINE ITEMS JULY AUG. SEPT. OCT. NOV. DEC. JAN. FEB. MARCH APRIL MAY JUNE TOTAL
Personnel
Benefits
Rent
Telephone
Postage
Printing (incl. Ads)
Supplies
Travel
Utilities
Equip./Maintenance
Dues & Subscriptions
Accounting Services
Contract Services
Insurance
Conference
Miscellaneous
TOTAL
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