Entering Data on the The Job Creation/ Retention (Ma07) Screen

This screen should be completed for all activities having a national objective of LMJ, LMJFI, LMJP, LMAFI, LMCMC, or LMASA. The purpose of this screen is to identify the type of assistance being provided for a job retention and/or creation activity benefiting low- and moderate-income persons, as well as to report on the number of full-time jobs expected to be and actually created and/or retained, and the number of hours expected to be and actually created and/or retained for part-time jobs. The number of hours is used to convert part-time jobs to Full-Time Equivalents (FTEs) on the basis of 40 hours equaling one FTE. Report actual accomplishments as jobs are created or retained or quarterly and at the completion of an activity. It is recommended that grantees update actual accomplishments as jobs are created or retained or quarterly, at a minimum. However, grantees are required to report actual accomplishments at the completion of an activity and/or the end of their program year, whichever occurs first.

Provide information on the type(s) of CDBG assistance received for the activity. Select one or more of the following types of CDBG assistance.

CDBG DIRECT LOAN: If CDBG assistance for a job creation/retention activity is provided in the form of a loan, enter the INTEREST RATE of the loan; the AMORTIZATION PERIOD, in months, for repayment of the loan; and the dollar AMOUNT of the loan.

CDBG DEFERRED PAYMENT: If the payment of a loan is deferred, enter the INTEREST RATE; the AMORTIZATION PERIOD (eg., the number of years over which the deferred payment is forgiven), in months, for repayment of the loan; and the dollar AMOUNT of the loan.

CDBG GRANT AMOUNT: Enter the AMOUNT of CDBG funds provided in the form of a grant for the activity.

CDBG OTHER: If CDBG funds other than direct loans, deferred payment loans, or grants are provided, enter a description of the type of CDBG funds provided and the dollar AMOUNT of those funds.

For the following fields, enter the number of full-time jobs and part-time hours expected to be created or retained at the time the activity is set up in IDIS. Record the number of accomplishments expected for the duration of the activity. Enter actual accomplishments as they occur or quarterly. At any point in time, actual accomplishments should reflect the cumulative number of full-time jobs and part-time hours created or retained for an activity.

EXPECT TO CREATE: Enter the number of full-time jobs expected to be created in the TOTAL JOB COUNT F/T field; enter the number of full-time jobs expected to be created for low- and moderate-income persons in the TOTAL JOB COUNT F/T-LM field; enter the number of part-time job hours expected to be created in the TOTAL HOURS P/T field; and enter the number of part-time hours expected to be created for low- and moderate-income persons. The PERCENT OF LOW/MOD JOBS is calculated automatically.

EXPECT TO RETAIN: Enter the number of full-time jobs expected to be retained in the TOTAL JOB COUNT F/T field; enter the number of full-time jobs expected to be retained for low- and moderate-income persons in the TOTAL JOB COUNT F/T-LM field; enter the number of part-time job hours expected to be retained in the TOTAL HOURS P/T field; and enter the number of part-time hours expected to be retained for low- and moderate-income persons. The PERCENT OF LOW/MOD JOBS is calculated automatically.

ACTUALLY CREATED: Enter the number of full-time jobs actually created in the TOTAL JOB COUNT F/T field; enter the number of full-time jobs actually created for low- and moderate-income persons in the TOTAL JOB COUNT F/T-LM field; enter the number of part-time job hours actually created in the TOTAL HOURS P/T field; and enter the number of part-time hours actually created for low- and moderate-income persons. The PERCENT OF LOW/MOD JOBS is calculated automatically.

ACTUALLY RETAINED: Enter the number of full-time jobs actually retained in the TOTAL JOB COUNT F/T field; enter the number of full-time jobs actually retained for low- and moderate-income persons in the TOTAL JOB COUNT F/T-LM field; enter the number of part-time job hours actually retained in the TOTAL HOURS P/T field; and enter the number of part-time hours actually retained for low- and moderate-income persons. The PERCENT OF LOW/MOD JOBS is calculated automatically.

FTE JOBS: Calculated automatically.