This document provides information about match requirements for HUD homeless program funding. It defines match as actual cash or in-kind resources contributed to the grant. HUD requires applicants to provide match equal to 25% of the total grant amount minus leasing costs, to address needs of households experiencing homelessness. Acceptable match contributions include funds from other sources, the value of property/equipment/services, and must be for eligible costs like supportive services, operating costs, rental assistance, and used within the contract year. Projects must keep detailed records of all match provided.

1. 1
PASADENA PARTNERSHIP
MATCH & LEVERAGE
PASADENA PARTNERSHIP

2. 2
PASADENA PARTNERSHIP
Eligible Activity
Eligible project costs based on
Subpart D of the HEARTH Interim
Rule.
No Duplication
Cannot already be paid for by
HUD CoC funds.
Project Specific
Contributes directly to project and
can be documented
One Time Use
May not be used as match for any
other project.
Not CoC Funds
Cannot come from HUD
CoC Funds
Contract Year
Will be used within the same
contract year.
MOU
In-kind services provided by a 3rd
party must have an MOU prior to
contract execution
Recordkeeping
During the term of the grant, the
project must keep and make
available, for inspection, records
documenting the match.
What is Match?
MATCH
As defined in the CoC Program Interim Rule, subparts D and F, match is actual cash or in-kind resources contributed to the grant.
✔ 1

3. 3
PASADENA PARTNERSHIP
Types of Match
MATCH
Match
Funds from any other source,
including any other Federal source
(excluding CoC funds)
Match
Value of any property, equipment,
goods, or services contributed to
the project
CASH
IN-KIND

4. 4
PASADENA PARTNERSHIP
U.S. Housing and Urban Development (HUD) homeless program funding is limited and can
provide only a portion of the resources needed to successfully address the needs of
homeless families and individuals. HUD requires applicants to use supplemental resources,
including state and local appropriated funds, to address needs of households experiencing
homelessness.
Why is match required?
MATCH REQUIREMENTS

5. 5
PASADENA PARTNERSHIP
How much match is required?
MATCH REQUIREMENTS
Match = 25% x (Total – Leasing)
Match
Leasing funds
Total Grant
x
} 25%

6. 6
PASADENA PARTNERSHIP
Eligible Costs
MATCH REQUIREMENTS
Match must be used for the costs that are eligible under subpart D of the HEARTH Act.
02
01
Supportive Services
Must be necessary to obtain & maintain housing:
• Case Management
• Child care
• Education services
• Employment assistance & job training
• Housing seawrch and counseling services
• Legal services
• Life skills training
• Mental health services
• Outpatient health services
• Outreach services
• Substance abuse treatment
• Transportation
• Utility deposits
Operating Costs
• Maintenance & repair of housing
• Property taxes & insurance
• Scheduled payments to a reserve for
replacement of major systems of the housing
• Building security for a structure where more
than 50 percent of the units or area is paid for
with grant funds
• Electricity, gas, & water
• Furniture
• Equipment
03
Leasing
Costs can be used as match, if expense is an
eligible cost for the project under Subpart D of the
HEARTH Act.
06
Acquisition, Rehabilitation,
New Construction
Costs can be used as match, if expense is an
eligible cost for the project under Subpart D
of the HEARTH Act.
04
Rental Assistance
Costs can be used as match, if expense is an
eligible cost for the project under Subpart D
of the HEARTH Act.
05
Administrative Costs
Costs related to the planning and execution
of project activities, which are not eligible
costs under the other budget categories.
07
Not Eligible for Match
• CoC Planning Activities
• Unified Funding Agency Costs
• HMIS

7. 7
PASADENA PARTNERSHIP
Recordkeeping Requirements
MATCH REQUIREMENTS
Exhibit A
Cash Match/Leverage Template
Letterhead of Organization or Agency Providing Cash Contribution
Date
Mr./Ms. AAAAAA, Title
Subrecipient Name
Subrecipient Address
City, State, Zip
Re: Project name/Grant Number: AAAAA
Dear Ms/Mr. AAAAAA:
This letter provides documentation that [subrecipient name] is the recipient of [grant/other]
funding from [Issuing Agency name] for use as [match or leverage] for [Project Name]. This
funding is available to your organization and program covering the period mm/dd/yy through
mm/dd/yy. We understand that the funding provided by us to your organization will be utilized
to support HUD [match or leverage] requirements for McKinney Vento program awards and
approve of the use of these funds for [match or leverage] purposes, specifically for the above
referenced grant. Please contact us if you need any additional information.
Sincerely,
Issuing Agency Official Signature & Title
Exhibit B
In-kind Match/Leverage Template
Letterhead of Organization or Agency Providing In-Kind Donation
Date
Mr./Ms. AAAAAA, Title
Subrecipient Name
Subrecipient Address
City, State, Zip
Re: Project name/Grant Number: AAAAA
Dear Ms/Mr. AAAAAA:
We are pleased to present the following confirmation of leveraged goods or services to the
above referenced HUD Homeless Continuum of Care project.
Type of Contribution (description)
Total Value of the Contribution
Date the contribution
will be available
[________],2016 through [________],2017
Name of person authorized to
commit these resources
Title of person authorized to commit
these resources.
Sincerely,
Issuing Agency Official Signature & Title
Match
CASH
Match
IN-KIND
Project must keep records of the
source and use of match
1
Records must indicate the grant and
fiscal year for which each matching
contribution was counted
Records must show how the value
placed on third party in-kind
match was derived
Volunteer services must be
allocated using the same methods
used for regular personnel costs
2
3
4
HUD may deny matching credit for all
or part of the costs and require the
agency to make further matching
contributions to make up for the
ineligible match.

8. 8
PASADENA PARTNERSHIP
Match & Leverage
DIFFERENCES BETWEEN
No limit, NOFA goal of
150%, cash and in-kind
Required by CoC to remain
locally competitive
Not required to be an
eligible cost
Leverage
Resources secured on
behalf of the client
25% required
(total funds – leasing x 25%)
Required by HUD to
comply with grant
Must be spent w/in
contract year for eligible
activities
Match
Resources contributed to
the grant
Designated for the
contract year
One-time use
Established MOUs

9. 9
PASADENA PARTNERSHIP
QUESTIONS
MATCH & LEVERAGE
EMAIL
AJACOBSEN@CITYOFPASADENA.NET
ALANSING@CITYOFPASADENA.NET
WEBSITE
WWW.PASADENAPARTNERSHIP.ORG