Step 4: Create Your First CAPER

Step 4 Tasks
Task		Document Used
1.	Open the CPMP Main Worksheet	1CPMP.xls
2.	Create the Program Year CAPER	CAPER1.doc
3.	Update Your Needs Worksheets	Needs.xls
4.	Update the Specific Objectives Workbook	Summaries.xls
5.	Update the Goals Worksheet	Goals.xls
6.	Update Your Projects	Projects.xls
7.	Submit the CPMP to HUD	All docs
8.	Go to Step 5	1CPMP.xls

Task 1: To Open the CPMP Main Worksheet:

1. If 1CPMP.xls is already open, click the Go To Step 4 button and then skip to Task 2.
   
   
2. Navigate to the CPMP_ver2 Directory on your computer.
   
   
3. Double-click the file called 1CPMP.xls.
   
   MS Excel will launch and a message box will appear asking if you want to Enable Macros. Click Yes.
   
   
4. You will be brought to the beginning of the CPMP Main Worksheet in the CPMP tool.
   
   
5. Click the Step 4 link. You will be brought to the Step 4 section of the tool.

1. Respond to narrative questions to build the First Program Year CAPER (CAPER1.doc). You can get to these questions and the location to fill in the answer by clicking the appropriate links on the CPMP Main Worksheet.

   Complete the narratives for the General Section of the CAPER:

2. In the Year 1 column of the Step 4 table, click the Go to Narratives link. You will be brought to the First Program Year CAPER document(CAPER1.doc).
   
   



3. The CAPER document contains the narrative CAPER questions that are required by regulations. Place your cursor in the space provided after each question to complete your answer. Complete all of the questions in this section unless they are marked Optional.
   
   




Complete the remaining narratives of the CAPER:

4. Scroll through the document and answer the remaining questions for all applicable sections - Homeless, Community Development, Non-Homeless Special Needs. When you have answered the questions for all of these sections, you will have completed the Narrative portion of the CAPER.
   
   
5. Choose File and select Save. Or you may simply click the Save button on your Word/Excel Toolbar. Please remember to save your work frequently.

Task 3: To Update the Needs Worksheets:

1. While you are completing the CAPER narratives, you may update the applicable Needs tables. In the Housing Row, click the Priority Housing Needs Worksheet button. You will be brought to the HSGNeeds worksheet in Needs.xls.
   
   
2. Complete the necessary information for this Worksheet.
   
   




Please Note:It is not expected that all elements of any "Needs Table" be completed with any single submission. Rather the tables have been constructed to grow as the length of participation with the Formula Grant Programs continues. Thus, as the graphic below indicates, these are the "CAPER Columns". The "Actual" for Year 1 will be completed when the Grantee makes its first CAPER submission. Next year, for purposes of the CAPER, the Year 2 data will be added and so on.




3. Click the Microsoft Back button on your Microsoft Excel toolbar. You will be returned to the Step 4 section of the tool in 1CPMP.xls.
   
   
4. Click the button for the next Needs table you wish to update. You will be brought to the appropriate table in the Needs.xls document.






5. Repeat these steps until you have updated all of the necessary Needs tables.

Task 4: Complete the Specific Objectives Workbook for the Annual Goals

1. From 1CPMP.xls, click the Specific Objectives button.
   
   
2. Update the necessary information regarding Actual Number of units completed.
   

Task 5: Complete the Goals Workbook

1. Download Actual Annual Housing Completion Goals Table from Consolidated Plan webpage, Annual Housing Completion Goals - Word | PDF
   
   
2. Copy information from Goals Workbook to Word File.
   
   
3. Update the necessary information regarding Actual Number of units completed.
   
   
4. Save as Word file called Actual Annual Housing Completion Goals for PY XXX and include in Zip file submitted with CAPER.

Guidance on Completing the Goals Workbook

Task 6: Update Your Projects.

1. From 1CPMP.xls, click the Projects Workbook button.
   
   



2. You will be brought to the most recent project worksheet in Projects.xls. You will see all of the projects that have been created on different, numbered tabs in the workbook.
   
   
3. Update the necessary information on the project worksheets and the Section108Project worksheet.
   
   



Note: Remember to save your CPMP documents frequently!


4. When you have finished updating your projects, click the Microsoft Back button on your Microsoft Excel toolbar. You will be returned to the Step 4 section of the tool in 1CPMP.xls.

Task 7: Submit the CPMP to HUD

1. At this time, you have accomplished certain tasks identified in the Strategic Plan and the First Program Year Action Plan which were submitted to HUD. You have also completed the First Program Year CAPER. The CPMP in its entirety may be submitted to HUD in a Zip file.
   
   
2. You have several options for submitting the CPMP to HUD.
   
   
   1. Soft copy Submission by eMail
      
      
   2. Soft copy Submission on CD
      
      
   3. Hard copy Submission
      
      Detailed directions for submitting your CPMP files are available.
      
      

      Note: Original Signatures are required on some of the CPMP documents. In addition to the soft copy, hard copies of these documents must be signed and mailed in to HUD.

Task 8: Go To Step 5

1. From 1CPMP.xls, click the Go to Step 5 button.