Match and Leverage Guidance and Template

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Match and Leverage for the Continuum of Care Program
U.S. Housing and Urban Development (HUD) homeless program funding is limited and can provide only a
portion of the resources needed to successfully address the needs of homeless families and individuals.
HUD requires recipients or subrecipients to use supplemental resources as match and leverage to
address homeless needs. It is important to note that Match and leverage are separate and distinct. The
cash and in-kind amounts listed as a source of leverage are above and beyond the cash and in-kind
amounts listed as Match for the proposed project.
The HEARTH Act allows for a new, simplified match requirement that includes both cash and in-kind
contributions. All eligible funding costs except leasing (which requires no match) must be matched with
no less than a 25 percent cash or in-kind match. Match must be used for eligible activities as defined by
the CoC Program Interim Rule, 24 CFR Part 578, subpart D.
Leverage Leverage is the non-match cash or non-match in-kind resources committed to making a CoC
Program project fully operational. This includes all resources in excess of the required 25 percent match
for CoC Program funds as well as other resources that are used on costs that are ineligible in the CoC
Program.
Leverage funds may be used for any program related costs, even if the costs are not budgeted or not
eligible in the CoC Program. Leverage may be used to support any activity within the project provided by
the recipient or subrecipient.. Examples of leverage are on pages 2-3 of this document.
Match Requirements
Match is actual cash or in-kind resources contributed to the grant. All costs paid for with matching funds
must be for activities that are eligible under the CoC Program, even if the recipient is not receiving CoC
Program grant funds for that activity. All grant funds must be matched with an amount no less than 25%
of the awarded grant amount (excluding the amount awarded to the leasing budget line item) with cash
or in-kind resources. Match resources may be from public (not statutorily prohibited by the funding
agency from being used as a match) or private resources.
According to section 578.73 of the CoC Program Interim Rule, in CoCs where there is more than one
recipient, the recipient must provide match on a grant-by-grant basis. In CoCs in which there is there is a
UFA or a sole recipient for the Continuum, matching funds may be provided by the recipient on a
Continuum-wide basis.
Examples A and B are calculations of match with and without a leasing budget line item.
EXAMPLE A
Total amount requested from HUD (without leasing)
Rental Assistance funding = $95,000
Project Administration funding = $5,000
Total amount requested = $100,000
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Total amount requested from HUD x .25 = Minimum Match Requirement
$100,000 x .25 = $25,000
EXAMPLE B
Total amount requested from HUD (with leasing)
Leasing funding = $40,000
Supportive Services funding = $55,000
Project Administration funding = $5,000
Total amount requested = $100,000
Total amount requested from HUD, excluding amount requested for leasing
$100,000 (Total Amount Requested) - $40,000 (Leasing Funding) = $60,000
Total amount requested from HUD x .25 = Minimum Match Requirement
$60,000 x .25 = $15,000
Cash Contributions
Cash match and leverage must be provided by the recipient or subrecipient. It is important to note that
some Federal sources of funding outside of HUD do not allow their funds to be used as match;
applicants need to confirm with each source of funding whether the use of such funding for match
purposes is permitted. CoC Programs funds cannot be used to match other CoC funded projects.
In-kind Contributions
The recipient or subrecipient may use the value of real property, equipment, goods, or services
contributed to the project as match and leverage. Services provided by individuals must be valued at
rates consistent with those ordinarily paid for similar work in the recipient or subrecipient’s
organization. If the recipient or subrecipient does not have employees performing similar work, the
rates must be consistent with those ordinarily paid by other employers for similar work in the same
labor market.
Please note: If your project is awarded funds by HUD, a Memorandum of Understanding (MOU) must be
executed for all in-kind match prior to the execution of your grant agreement/operating year.
Each applicant must submit written commitments of match and leverage for the project to Strategies
to End Homelessness staff by July 19, 2013 in order to participate in Large Group Scoring (Warning:
HUD will prosecute false claims and statements. Conviction may result in criminal and/or civil penalties
(18 U.S.C. §§ 1001, 1010, 1012, 31 U.S.C. §§ 3729, 3802).
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Examples of leverage
Advocacy
Assistance to immigration
Benefits advocacy
Housing advocacy
Legal assistance, representation, and referrals
Mental health advocacy
Tenant rights workshops
Education, Employment, and Training
Computer classes
Benefits and work workshops
Education
Job development
Job research
Job placement
Job retention
Leadership training
Life skills training
Literacy
Nutrition education/cooking classes
School supplies
Training tuition
Tutoring
GED training
Uniform vouchers
Vocational services
Children
After-school children’s program
Child development consultation
Child care services
Children’s books, training, art supplies
Children’s art program
Children’s holiday party and shopping spree
K-12 homeless education
Parenting classes
Summer camp
Therapeutic day care
Health
Acupuncture
Adult day health care
AIDS-related services
Dental services
Detoxification services
Duel diagnosis services
Emergency room services
Gynecological services
Health care resources and education
Healthcare services
Medical services
Psychiatric services
Prescription medication/pharmaceutical services
Medication Support
Mental health services
Peer support
Pregnancy Testing
Prenatal care
Psychotherapy
Residential and outpatient treatment services
Respite Care
Substance abuse services
Triage
Counseling
Bereavement counseling and pastoral services
Counseling services
Crisis intervention
Landlord/tenancy counseling
Recovery groups
Support groups
Therapy
Financial Services
Asset/resource management services
Money management
Representative payee services
Human Resources
Pre-employment process
Consultation staff
New employee orientation
Volunteer staff hours
Transportation
Subsidized/free bus passes
Transportation
Vehicle
Housing
Housing placement
Supportive Services
Artistic services
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Housing search
Maintenance/beautification projects
Move-in assistance
Property management
Furnishings
Household items
Assessment services
Case management
Community development
Family support services
Grooming
Independent living services
Mentoring services
Outreach
Recreational trips and activities
Referrals
Restraining order assistance
Support services supervision
Team leader
Technical assistance
Translation services
Veterans services
Health club membership fees
Operations
Administrative support
Clerical services
Consulting and practical services
Facility space
Indirect expenses
Mail service
Office/workshop space
Programming
Voicemail
In-Kind goods and equipment Documentation
1.
2.
3.
4.
5.
6.
Value of donated goods to be provided to the recipient for the project;
Specific date the goods will be made available;
The actual grant and fiscal year to which the match will be contributed;
Time period during which the donation will be available;
Allowable activities to be provided by the donation; and
Value of commitments of land, buildings, and equipment–the value of these items are onetime only and cannot be claimed by more than one project or by the same project in another
year.
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DOCUMENTATION OF EXPECTED LEVERAGED RESOURCES OR CASH MATCH
Information regarding the leveraged resource or cash match to be provided by this agency is in the chart
below and provided to the CoC during the renewal/reallocation submission process. [Note: Prior to the
submission of the NOFA this information must be on the letterhead of the entity providing the resource]
Please create additional charts for additional contributions
MATCH
Must be 25% of total request except cost for leasing.
Name of organization providing contribution
Type of Contribution (cash or in-kind). If inkind, then describe the type of in-kind
contribution.
Total Value of the Contribution
Date the contribution
will be availablei
[________],2014 through [________],2015
Name of person authorized to
commit these resources
Title of person authorized to commit these
resources.
LEVERAGE – HUD requesting 150% of total request
Name of organization providing contribution
Type of Contribution (cash or in-kind). If inkind, then describe the type of in-kind
contribution.
Total Value of the Contribution
Date the contribution
will be availableii
[________],2014 through [________],2015
Name of person authorized to
commit these resources
Title of person authorized to commit these
resources.
i
For renewals, this date must coincide with your 2014-2015 operating year.
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