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| SHOP Grantee Quarterly Earnings Report to HUD |
| I. SHOP Overview |
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Enter the beginning date for the reporting period. Use the following format:
mm/dd/yy.
Reporting Period Begin |
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Enter the ending date for the quarterly reporting period. Use fthe following format: mm/dd/yy.
Reporting Period End |
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Enter the 7-digit grant # (no hyphens or dashes) listed on the grant agreement sent to you from HUD. A separate quarterly report must be submitted for each SHOP award.
Grant # |
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Name of your organization. Please abbreviate.
Grantee Name |
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| II. Financial Summary |
Cumulative to Date |
Current Quarter |
| Earnings On Hand at Beginning of Quarter |
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Report the amount of SHOP earnings available at the beginning of this quarter.
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Report the amount of SHOP earnings received during the quarter and cumulatively.
Total Earnings Received |
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| Total Earnings Available |
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$0.00 |
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Automatically calculated field - no entry required.
Total Earnings Expended automatically adds Earnings Expended for Administration, Land Acquisition, & Infrastructure to get the total earnings expended for the current quarter and cumulatively.
Total Earnings Expended |
$0.00 |
$0.00 |
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Report the amount of SHOP earnings expended for administrative expenses each quarter and cumulatively.
NOTE: Administrative. expenses may not exceed 20% of the total SHOP earnings.
Earnings Expended for Administration |
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Report the amount of SHOP earnings expended for land acquisition each quarter and cumulatively.
Note: Land acquisition expenses may include financing and closing costs.
Earnings Expended for Land Acquisition |
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Report the amount of SHOP earnings expended for infrastructure improvements each quarter and cumulatively.
Earnings Expended for Infrastructure |
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| Earnings On Hand at End of Quarter |
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$0.00 |
| III. Program Accomplishments |
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Enter the number of environmental reviews (both compliance reviews and environmental assessments) completed for the quarter and cumulatively.
Environmental Reviews Completed |
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Enter the number of units under development--includes land acquisition, infrastructure, site preparation, and construction.
Units Underway |
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Enter the number of units for which construction was completed this quarter and cumulatively.
Units Completed |
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Automatically calculated field-no entry required.
Total Dwelling Units Conveyed to/Occupied by Homebuyer |
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Of the total units funded with SHOP earnings conveyed to and occupied by homebuyers each quarter and cumulative, how many are single family units?
NOTE: For the purposes of the SHOP program, a single-family unit is defined as a detached single unit home.
Total single family units |
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Of the total units funded with SHOP earnings conveyed to and occupied by homebuyers each quarter and cumulative, how many are located within multifamily projects?
NOTE: For the purposes of the SHOP program, a multifamily project is defined as a housing structure comprised of two or more attached units.
Total units in multifamily projects |
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| IV. Unit Characteristics (completed & conveyed units) |
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Report the number of units completed & conveyed with SHOP earnings that are accessible to persons with disabilities each quarter and cumulative. Do not include visitable units.
Accessible Units |
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Report the number of units completed & conveyed with SHOP earnings that are visitable by persons with disabilities each quarter and cumulative. Do not include accessible units.
Visitable Units |
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Report quarterly and cumulatively the number of units completed & conveyed with SHOP earnings that are located in designated Colonias areas in the states of California, Arizona, Texas, and New Mexico.
Units Located in Colonias |
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| V. Unit Averages (completed & conveyed units) |
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Manual entry required
Report the "Average Appraised Value" of the SHOP units completed & conveyed during the quarter and cumulatively.
Average Appraised Value |
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Manual entry required.
Report the "Average Sales Price" for SHOP units sold each quarter and cumulatively.
Note: For the purposes of this report, average sales price refers to the price for which the SHOP units sold .
Average Sales Price to Homebuyer |
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Manual entry required.
Report quarterly and cumulatively the total number of hours families worked on their SHOP units.
Total Number of Sweat Equity Hours |
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Manual entry required.
Report quarterly and cumulatively the total number of hours volunteers worked on SHOP units.
Total Number of Volunteer Hours |
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| VI. Homebuyer Income Targeting (completed & conveyed units) |
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Manual Entry required.
Record quarterly and cumulatively the number of homebuyers in the 0-30% of median income range.
0-30% of median |
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Manual Entry required.
Record quarterly and cumulatively the number of homebuyers in >30% - 50% of median income range.
>30-50% of median |
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Manual Entry required.
Record quarterly and cumulatively the number of homebuyers in the >50% -80% of median income range.
>50-80% of median |
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| Total |
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| SHOP 1 - SHOP Grantee Quarterly Earnings Report to HUD |
| SHOP Overview |
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Enter the beginning date for the reporting period. Use the following format: mm/dd/yy.
Reporting Period Begin |
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Enter the end date for the report period. Use the following format: mm/dd/yy.
Report Period End |
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Enter the 7-digit grant # (no hyphens or dashes) listed on the grant agreement sent to you from HUD. A separate quarterly report must be submitted for each SHOP award.
Grant # |
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Name of your organization. Please abbreviate.
Grantee Name |
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Report, numerically, the racial and ethnic characteristics of the head of household for all units conveyed to SHOP homeowners this quarter.
Ethnic/Racial Composition (completed & conveyed units) |
Automatically calculated field - no entry required.
Cumulative racial/ethnic composition data.
Cumulative to date |
Current Quarter |
| Am. Indian or Alaska Native - Total |
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| Hispanic or Latino |
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| Not Hispanic or Latino |
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| Asian - Total |
0 |
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| Hispanic or Latino |
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| Not Hispanic or Latino |
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| Black or African American - Total |
0 |
0 |
| Hispanic or Latino |
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| Not Hispanic or Latino |
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| Native Hawaiian or Other Pacific Islander - Total |
0 |
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| Hispanic or Latino |
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| Not Hispanic or Latino |
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| White - Total |
0 |
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| Hispanic or Latino |
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| Not Hispanic or Latino |
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| Am. Indian or Alaska Native & White - Total |
0 |
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| Hispanic or Latino |
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| Not Hispanic or Latino |
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| Am. Indian or Alaska Native & Black or African American - Total |
0 |
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| Hispanic or Latino |
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| Not Hispanic or Latino |
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| Asian & White - Total |
0 |
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| Hispanic or Latino |
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| Not Hispanic or Latino |
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| Black or African American & White - Total |
0 |
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| Hispanic or Latino |
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| Not Hispanic or Latino |
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| * Other Multiple Race Combinations Greater Than One Percent: [Per form instructions, write a description using this box] |
0 |
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| Hispanic or Latino |
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| Not Hispanic or Latino |
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Indicate the total number of all racial categories reported that do not fit the nine racial categories above, and do not equate to 1% of the total population being reported.
Balance of Individuals Reporting More Than One Race |
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| Hispanic or Latino |
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| Not Hispanic or Latino |
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| Hispanic or Latino - Total |
0 |
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| Not Hispanic or Latino - Total |
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| Total Beneficiaries |
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| * If the aggregate count of any reported multiple race combination that is not listed above exceeds 1% of the total population being reported, you should separately indicate the combination. See detailed instructions under "Other Multiple Race Combinations." |
| Public reporting burden for this collection of information is estimated to average 0.5 hours. This includes the time for collecting, reviewing, and reporting the data. The information collected will be used to monitor the application of earnings of the SHOP grant and their effectiveness to the program. Earnings are any interest, fees, or other earnings directly generated by use of SHOP-assisted funds (including loan repayments.) Response to this request for information is required in order to receive the benefits to be derived. This agency may not collect this information, and you are not required to complete this form unless it displays a currently valid OMB control number. |