HomeMy WebLinkAboutExhibit 4 V2COST ALLOCATION CODES
Cost
Allocation
Code
MS
Code
Technical Assistance Activity on Support of Economic Development
Milestone
Standard
(hours)
100
Project Related Activities
101
Initial Intake — Eligibility Determination / National Objectives
A
Determination Not to Assist / Referral
2
B
Full Intake Processing / Soft Appropriateness / Policies & Procedures
4
102
National Objectives Monitoring
A I Post TA Monitoring — National Objectives Achieved
103
Meetings / Reports / Training
A
HUD/City/CBO Board Monitoring / Reporting
B
On Going Agency Training & TA
104
Administrative
200
Financial Consultation
201
Loan Proposal: Pre -Packaging Assistance (Phase I)
A
Pre -Package Completed
20
B
Pre -Package submitted to Loan Packager
4
202
Micro -enterprise Loan Program Development
A
Pre -Package Completed
16
B
Pre -Package submitted to Loan Packager
4
203
Loan Proposal: Loan Packaging & Submission Assistance (Phase II)
A
Pre -Package Completed
*
B
Pre -Package submitted to Loan Packager
204
Loan Proposal: Loan Closing Assistance
A
Loan Closing Documents Submitted
4
B
Loan Closed
4
205
Equipment Lease Purchase
A
Financing Package Submitted
12
B
Follow-up / Equipment Secured
2
300
Permits /Licenses
301
Parking
A
Application Submitted
4
B
Follow-up & Approval /Disapproval
16
302
Electrical
A
Application Submitted
4
B
Follow-up & Approval /Disapproval
16
303
Retail License
A
Application Submitted
4
B
Follow-up & Approval /Disapproval
16
304
Changes
A
Application Submitted
4
B
Follow-up & Approval /Disapproval
16
305
Other
A
Application Submitted
4
B
Follow-up & Approval /Disapproval
16
400
Zoning
401
Changes
A Application Submitted
4
B
Follow-up & Approval /Disapproval
16
402
Other
A
Application Submitted
4
FormJ-116
Page 1 of 3
Revised Nov. 30, 2004
COST ALLOCATION CODES
B
Follow-up & Approval /Disapproval
16
500
Infrastructure
501
Signa e
A
Application Submitted
4
B
Installation / Removal
2
502
Parkin
Meters
A
Application Submitted
4
B
Installation / Removal
2
503
Aesthetics Beautification
A
Services Procured (non -Public Service Owner Request)
8*
B
Oversight and Completion
8*
504
Other
A
Application Submitted (Describe)
4
B
Action Completed (Describe)
2
600
Business Retention / Relocation / Expansion
601
Identify Tenants
A
Lease signed and/or Site Procured
36*
B
Business Opened
8*
602
Site Search
A
Lease signed and/or Site Procured
80*
B
Business Re -Opened
4*
603
Business Incentives (tax, financial, etc.)
A
Application Submitted
4*
B
Follow-up & Approval /Disapproval
16* .'
700
Business Attraction
701
Identify Tenants
A
Lease signed and/or Site Procured
80*
B
Business Opened
4*
702
Site Search
A
Lease signed and/or Site Procured
80*
B
Business Opened
4*
703
Business Incentives (tax, financial, etc.)
A
Application Submitted
4*
B
Follow-up & Approval /Disapproval
16*
800
Security Improvements
801
Policies and Procedures (Non -Physical Improvements)
A
Site Survey & Analysis Completed
16
B
Program Devised / Manual Delivered
2
802
Physical Security Improvements
A
Site Survey & Analysis Completed
16
B
Program Devised / Recommendations Delivered / Improvements
2
900
Seminars / Workshop (Specific Owner Requests)
901
Financial / Accounting
A
Program Development Completed
16
B
Program Delivered / Networking & Peer Support
8
902
Marketing
A
Program Development Completed
16
B
Program Delivered / Networking & Peer Support
8
903
Management
A
Program Development Completed
16
B
Program Delivered / Networking & Peer Support
8
Form J-116
Page 2 of 3
Revised Nov. 30, 2004
COST ALLOCATION CODES
904
Entrepreneurship
A
Program Development Completed
16
B
Program Delivered / Networking & Peer Support
8
905
Legal
A
Program Development Completed
16
B
Program Delivered / Networking & Peer Support
8
906
Franchising
A
Program Development Completed
16
B
Program Delivered / Networking & Peer Support
8
907
Employee Training (Specific Owner Request)
A
Program Development Completed
16
B
Program Delivered / Networking & Peer Support
8
1000
Capacity Building (To Individual Businesses)
1001
Business Plans
A
Need & Service Provider Identified
8
B
Service Delivered
16
1002
Bookkeeping
A
Need & Service Provider Identified
8
B
Service Delivered
16
1003
Taxes
A
Need & Service Provider Identified
8
B
Service Delivered
16
1100
General Business Services
1101
Locate Service Providers (Architect; Appraiser; Attorney; CPA; Contractor; etc.)
A
Need & Service Provider Identified
8
B
Service Delivered
2
1102
Automation; Computerization Assistance
A
Need & Service Provider Identified
8
B
Service Delivered
2
1103
Identify Eligible Sources of Employees
A
Potential Source List Delivered
8
B
Employment Procurement Finalized
2
1104
Inventory Control Recommendations
A
On -site Analysis Completed
8
B
Program Devised / Recommendations Delivered / Implementation
2
1200
Marketing /Promotion Assistance (Specific Owner Request)
1201
Advertising
A
Need & Service Provider Identified
8
B
Service Delivered
16
1202
Sales Strategy & Planning
A
Need & Service Provider Identified
8
B
Service Delivered
16
1203
Market Research
A
Need & Service Provider Identified
8
B
Service Delivered
16
1204
Specialty Events
A
Need & Service Provider Identified
8
B
Service Delivered
16
1300
Miscellaneous (Explain Eligibility)
Form J-116
Page 3 of 3
Revised Nov. 30, 2004