**APR Scenario:**

Steps to AIDS Housing (STAH) is a HOPWA competitive grant. As a
competitive grant, STAH is required to submit an Annual Progress Report
(APR) annually to HQs, 90 days after the end of their program year,
which is 12/31/2003. At the end of March, the Office of HIV/AIDS Housing
received the 2003 APR for Steps to AIDS Housing.

The information that STAH reported in the APR included: Exhibit A,
Overview of Accomplishments; Exhibit B, Program Improvements; Exhibit C
and Exhibit D, Demographics; Exhibit E, Summary of Program Expenditures;
Exhibit F, Units of Housing Assistance; Exhibit G, Housing Assistance
Expenditures; and Exhibit H, Supportive Services Expenditures.

**Cover Sheet:**

STAH detailed their grant number, grantee name, program year coverage
dates and contact information on the cover sheet for the APR.

**Exhibit A and Exhibit B:**

The grantee wrote a summary of program accomplishments and any barriers
and recommendations the grantee encountered during the 2003 program
year.

**Exhibit C:**

During the 2003 program year, STAH assisted 10 persons living with
HIV/AIDS with HOPWA housing assistance funds and 5 additional persons in
family units received housing assistance. When filling out the APR, 10
was reported in Exhibit C, number 1a, and 5 was reported in Exhibit C,
line 1b, totaling 15, which was recorded on line 1c, total of persons
who received housing assistance (a plus b). Of the 15 total persons
served with housing assistance, three family units were included in the
total, which was recorded in Exhibit C, number 2.

Seven persons received Housing Information Services funded by HOPWA.
This information was recorded in Exhibit C, number 4, under persons
receiving housing information services.

**Exhibit D:**

STAH also documented the age and gender, ethnicity, race and recent
living situation of each of the 15 persons who received housing
assistance. This information was carefully recorded in Exhibit D,
numbers 1a-1d, respectively, with particular attention being paid to
make sure all 15 persons were accounted for in each of the four charts.
Of the same 15 persons, STAH kept track of the incomes of each person
and the reasons for leaving the housing assistance program, if
applicable.

**Exhibit E:**

Financially, STAH recorded all HOPWA expenditures throughout the program
year. As a new competitive grantee, STAH was awarded \$700,000 in HOPWA
funds, which they appropriately recorded on line 2, labeled amount of
HOPWA grant received during period. Since STAH provided 7 persons with
housing information services using HOPWA funds, STAH indicated the
expenditure total for the on line 5 in Exhibit E. This total summed
\$5000.

STAH provided both facility-based and scattered site housing assistance
to 15 persons with HOPWA dollars, as indicated in Exhibit C, number 1c.
The total housing assistance expenditures for both types of housing
assistance was \$150,000 for program year 2003. STAH recorded this total
amount in Exhibit E, line 7, under expenditures for housing assistance.

STAH also provided supportive services to the persons receiving housing
assistance. The total amount of HOPWA funds spent on supportive services
was \$50,000, which was documented in line 8 of Exhibit E.

Administrative costs were expended with HOPWA funds for both the grantee
and project sponsor. This information was tracked by STAH and was
recorded in lines 9 and 10, Grantee Administrative Costs and Project
Sponsor Administrative Costs, totaling \$3500 and \$4000, respectively.
STAH is aware that a statutory limit is set on administrative
expenditures; no more than 3% of the total grant award can be spent on
grantee admin, and no more than 7% of the total grant award can be spent
on project sponsor admin.

Of the \$700,000 HOPWA grant award, STAH expended a total of \$212,500
in the first program year, or the three-year grant term. This amount was
recorded on line 11 in Exhibit E. The remaining balance for the grant is
\$487,500, recorded on line 12 to be spent in the following two years of
the grant term.

**Exhibit F:**

Steps to AIDS Housing provided both facility-based and scattered site
housing assistance for program year 2003. STAH assisted 6 1-bedroom
units of a short-term facility under facility-based housing and assisted
3 1-bedroom units with tenant-based rental assistance, and 2 2-bedroom
units with short-term rent, mortgage and utility payments, under
scattered site housing. The type and number of units were recorded under
the appropriate category in Exhibit F of the APR.

**Exhibit G:**

STAH was required to provide detailed information about each project
sponsor and the housing assistance that project sponsor provided over
the program year. The facility-based housing information was recorded in
Part 1 of Exhibit G in the APR. The name and address of the project
sponsor, AIDS Housing Steps, was detailed, as well as the date that
operations staff were hired, December 1, 2002 and the date supportive
services began, January 1, 2003. As stated in Exhibit F, and repeated in
Exhibit G, STAH recorded that 6 1-bedroom short-term facility units were
assistance with HOPWA funds. All the HOPWA funds to assist these 6 units
fall under the category of operating costs. The total operating costs of
\$100,000 was recorded in chart 1-d of Exhibit G.

Part 2 of Exhibit G details the scattered site housing assistance
information provided by the project sponsor Steps to Independence. Steps
to Independence assisted 3 1-bedroom units with tenant-based rental
assistance. Steps to Independence also assisted 2 2-bedroom units with
short-term rent, mortgage and utility payments for two of the three
assisted family units. The units were recorded in chart 2-d in Exhibit
G, and the corresponding HOPWA expenditures were recorded in chart 2-e.
The total HOPWA funds expended for tenant-based rental assistance was
\$39,600 and the total HOPWA funds expended for short-term rent,
mortgage and utility payments was \$10,400.

**Exhibit H:**

STAH provided supportive services to all the individuals assisted with
facility-based housing assistance. Each person was provided with a
personal case manager, and persons were also assisted in permanent
housing placement, transportation, employment assistance, life
management and outreach. STAH maintained detailed records of all
supportive services expenditures with HOPWA funds. STAH filled out
Exhibit H of the APR, which details the supportive services information,
with the name and address of the project sponsor, which in this case is
AIDS Housing Steps, the same sponsor who directed the facility-based
housing. STAH indicated in the chart of eligible supportive services
that \$8000 was spent on Outreach, \$30,000 was spent on Case
Management, \$1000 was spent on Life Management, \$500 each on
Employment Assistance and Transportation and \$10,000 on Permanent
Housing Placement. The total HOPWA funds expended for supportive
services were \$50,000.