HUD 4137 TAD Administration Work Plan Template

Administration Work Plan Template

TA Provider:	<name of TA award recipient auto-populates in DRGR>
GTR (name and email):	<name and email of GTR auto-populates in DRGR>
GTM/POTAC (name, email and phone):	<not applicable in DRGR>

1^st Page of Work Plan in DRGR

TA Work Plan

Award # <select the award #>      	Work Plan Type <select the work plan type>      	Work Plan Category <auto-populated based on work plan type selection>      
Work Plan # <enter the work plan #>      	Work Plan Status <after completing all fields in DRGR, change status to “submitted”>      	Work Plan Close Date <leave blank until ready to close work plan>      
Invoice Period: Monthly	# of Amendments (Approved by HUD) <auto-populated in DRGR>      	Submitted Date <auto-populated in DRGR>      

Associated TA Requests:
TA Request <leave blank>      	TA Request Status <leave blank>      
     	     

Associated Work Plans:
TA Providers <leave blank>      	Work Plan # <leave blank>      	Work Plan Status <leave blank>      

Scope:

Lead Person for Work Plan <within the Scope field, identify the lead person by name, email, and phone number>      

Original scope:

<sample Scope for Administration work plan (below); Recipient should adjust the scope based on its organizational structure and costs expected and allowed to be billed to the Administration work plan; include specific pre-award costs in scope, if pre-award cost letter was issued by HUD to the Recipient>

TA Awardee Recipient will administer the Community Compass TA grant, including tasks such as:

• Develop and submit work plans to the HUD GTR outlining the specific TA to be undertaken and the intended accomplishments of that TA, if not charged to specific work plan.

• Make assignments to staff and subcontractors on products approved by HUD to be developed or delivered under a work plan, if not charged to specific work plan.

• Review the overall progress of the cooperative agreement spending and products. This will include managing product timelines and quality.

• Meet with HUD to provide periodic updates on grant management, product status and timelines. Travel may be required if requested by HUD.

• Develop and provide monthly status reports to HUD.

• Develop and provide monthly invoices to HUD.

• Set up and enter project, accomplishment and draw information into the DRGR system.

• Develop and submit quarterly reports via the DRGR system.

• Conduct written evaluations of the effectiveness and accomplishments of TA, workshop, written and web/technology products.

• Program audits or financial statement audits (portion associated with this award, if not included in indirect cost rate (ICR) agreement)

• Costs associated with ICR adjustment calculations (portion associated with this award, if not included in ICR agreement)

• Pre-award costs (if pre-award approval letter was issued by Cooperative Agreement Officer)

Amendment and Modification Justification <within the Scope field, identify date of the amendment or modification, the changes made to the work plan, and the reason for the changes>      

Organization Assisted:
Grantee Name <leave blank>      	Grantee Program <leave blank>      	Grantee State <leave blank>      	Grantee DUNS <leave blank>      	Grantee Org/Dept <leave blank>      
     	     	     	     	     
     	     	     	     	     
     	     	     	     	     

Work Plan Period of Performance:
From:  <enter award effective date>	To:  <award end date>

Tasks:
Task:	Start Date:	End Date:	Estimated Cost:	Estimated Hours:	Narrative:
1. Award Management	<enter award eff.date>	<enter award end date>	<estimate fully-loaded costs for award management activities charged to this award>	<estimate total hours for award management activities charged to this award>	<indicate which award management activities are estimated in the budget, based on the allowable scope>
2.      	     	     	     	     	     
3.      	     	     	     	     	     
4.      	     	     	     	     	     
5.      	     	     	     	     	     
6.      	     	     	     	     	     
7.      	     	     	     	     	     
8.      	     	     	     	     	     
9.      	     	     	     	     	     
10.      	     	     	     	     	     
Total Budget (with Amendments)			     
Original Budget			     
Previously Approved Budget			     

Milestones:
Milestone <enter milestones associated with this award>:      	Expected Date <enter date of milestones associated with this award>:      
     	     
     	     
     	     
     	     
     	     

2^nd Page of Work Plan in DRGR

Activity Budget:
Grant <auto-populated>:	Work Plan Type <auto-populated>:	Project# / Project Title <select “Administration” project>:	Total Budget (with Amendments) <auto-populated>:	Original Budget <auto-populated>:	Previously Approved Budget <auto-populated>:
     	     	     	     	     	     

Proposed Staff:
Proposed Staff Budget <identify the total direct labor costs>:					     
Staff Type <select from dropdown>:	Effective Date <populated based on Staff Type>:	Staff Name <select based on Staff Type>:	Title <populated based on Staff Name>:	Organization <populated based on Staff Name>:	Start Date <enter est. start date>:	End Date <enter est. end date>:	Hours <enter est. hours>:	Total Rate <populated based on staff type>:	Total <calculated>:
     	     	     	     	     	     	     	     	     	     
     	     	     	     	     	     	     	     	     	     
     	     	     	     	     	     	     	     	     	     
     	     	     	     	     	     	     	     	     	     
Total <calculated>:									$0.00

Other/BLI Costs: <identify total value of other direct costs (e.g., airfare, hotel, ground transportation, direct supplies, and include a line item for expected increases in direct labor rates)>
Budget Line Item:	Description:	Start Date:	End Date:		Cost:
     	     	     		     	     
     	     	     		     	     
     	     	     		     	     
     	     	     		     	     
     	     	     		     	     
     	     	     		     	     
     	     	     		     	     
Total:					$0.00

Proposed Accomplishment(s):
Outcome(s) <future enhancement; leave blank for now>:
Task:	Expected Outcome:	Start Date:
     	     	     
     	     	     
     	     	     
     	     	     
Output(s) <future enhancement; leave blank for now>:
Task:	Expected Outcome:	Start Date:
     	     	     
     	     	     
     	     	     
     	     	     

Indicate Which of HUD’s Strategic Goals the Planned Work Supports <future enhancement; leave blank for now>
Select:	Goal:
     	Strengthen the nation’s Housing Market to Bolster the Economy and Protect Consumers
     	Meet the Need for Quality Affordable Rental Homes
     	Utilize Housing as a Platform for Improving Quality of Life
     	Build Inclusive and Sustainable Communities Free from Discrimination
     	Transforming the Way HUD Does Business
     	Achieving Operational Excellence

Indicate Which Goals of the Federal Strategic Plan to Prevent and End Homelessness the Planned Work Supports <future enhancement; leave blank for now>
Select:	Goal:
     	Promote Collaborative Leadership
     	Strengthen Capacity and Knowledge
     	Provide Affordable Housing
     	Provide Permanent Supportive Housing
     	Increase Economic Security
     	Reduce Financial Vulnerability
     	Integrate Health Care with Housing
     	Advance Health and Housing Stability for Youth
     	Advance Health and Housing Stability for Adults
     	Transform Crisis Response Systems

OMB 2506-0197

HUD 4137 Exp. 03/31/2023