RD Instruction 1944-N Exhibit J Statement of Activities Template.pdf

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Rural Housing Preservation Grant
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USDA-RD-HCFP-HPG-2026
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This document is RD Instruction 1944-N Exhibit J, a template for Housing Preservation Grant (HPG) preapplication statements of activities, effective May 23, 2025. The statement of activities must be published for public comment in a print or online newspaper with at least 15 days for public comment, with the 15-day period starting no later than 16 days prior to the preapplication deadline. The template prescribes seventeen required components applicants must address: the type and conditions of financial assistance (homeowner, rental property, or cooperative assistance programs); recipient selection and housing preservation need assessment processes; environmental impact identification procedures and PMOA compliance; development standards used; program completion timeline; staffing requirements; estimated number of very low- and low-income minority and nonminority persons to be assisted; geographical service areas; and estimated annual budget including direct and indirect administrative costs with a proposed draw schedule.

The statement must also include an indirect cost proposal if the applicant has other federal funding sources, accounting system description, program evaluation methodology encompassing quarterly reporting requirements, sources and amounts of other financial resources, program income use and tracking system, disposition plans for security instruments in case of legal status loss, outreach efforts per 7 CFR 1944.671(b), and any additional information explaining the proposed HPG program. For rental property or cooperative assistance programs, applicants must specify the number of units and term of restrictive covenants for very low- and low-income use.

RD Instruction 1944-N Exhibit J Statement of Activities Template

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RD Instruction 1944-N Exhibit J

Effective Date 05/23/2025

(05-23-25) PN 641

Exhibit J - STATEMENT OF ACTIVIES-TEMPLATE

The preapplication must include a statement of activities proposed by the applicant for its HPG program as appropriate to the type of assistance the applicant is proposing.

The statement of activities must be published for public comment in a print or online newspaper and allow at least 15 days for public comment. The start of the 15-day period must occur no later than 16 days prior to the last day for acceptance of the preapplications by Rural Development, see § 1944.674. The statement of activities should include § 1944.676(b)(1) paragraphs (i) through (xvii):

(i) A complete discussion of the type of and conditions for financial assistance for housing preservation, including whether the request for assistance is for a homeowner assistance program, a rental property assistance program, or a cooperative assistance program.

(ii) The process for selecting recipients for HPG assistance, determining housing preservation needs of the dwelling, performing the necessary work, and monitoring/inspecting work performed.

(iii) A description of the process for identifying potential environmental impacts in accordance with § 1944.672 of this subpart, and the provisions for compliance with Stipulation I, A-G of the PMOA (RD Instruction 2000–FF available in any Rural Development office) in accordance with § 1944.673 (b) of this subpart. With the exception of Stipulation I, D of the PMOA, this may be accomplished by adoption of Exhibit F–1 of this subpart (available in any Rural Development office), or another process supplying similar information acceptable to Rural Development.

(iv) The development standard(s) the applicant will use for the housing preservation work; and, if not the Rural Development standards for existing dwellings, the evidence of its acceptance by the jurisdiction where the grant will be implemented.

(v) The time schedule for completing the program.

(vi) The staffing required to complete the program.

(vii) The estimated number of very low- and low-income minority and nonminority persons the grantee will assist with HPG funds; and, if a rental property or cooperative assistance program, the number of units and the term of restrictive covenants on their use for very low- and low-income.

(viii) The geographical area(s) to be served by the HPG program.

(ix) The annual estimated budget for the program period based on the financial needs to accomplish the objectives outlined in the proposal. The budget should include proposed direct and indirect administrative costs; such as personnel, fringe benefits, travel, equipment, supplies, contracts, and other cost categories, detailing those costs for which the grantee proposes to use the HPG grant separately from non-HPG resources, if any. The applicant budget should also include a schedule (with amounts) of how the applicant proposes to draw HPG grant funds, i.e., monthly, quarterly, lump sum for program activities, etc.

(x) A copy of an indirect cost proposal when the applicant has another source of Federal funding in addition to the Rural Development HPG program.

(xi) A brief description of the accounting system to be used.

(xii) The method of evaluation to be used by the applicant to determine the effectiveness of its program which encompasses the requirements for quarterly reports to Rural Development in accordance with 7 CFR 1944.683(b) and the monitoring plan for rental properties and cooperatives (when applicable) according to 7 CFR 1944.689;

(xiii) The source and estimated amount of other financial resources to be obtained and used by the applicant for both HPG activities and housing development and/or supporting activities.

(xiv) The use of program income; if any, and the tracking system used for monitoring same.

(xv) The applicant’s plan for disposition of any security instruments held by them as a result of its HPG activities in the event of its loss of legal status.

(xvi) Any other information necessary to explain the proposed HPG program.

(xvii) The outreach efforts outlined in 7 CFR 1944.671(b).

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