2025-131-E-County Mgr-Habitat for Humanity-Rooftop solar

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Page 21 of 22 Attachments Description of Required Attachments a) Applicant Organization’s Budget and Project Budget Please complete the provided budget worksheets for your organization and your proposed project or submit your own budget file (as long as it contains the same information, and in a similar format, as requested in the provided worksheets. Please explain other in your budget). The Budget Worksheets file is available for download from the County website here. Please submit the budget in PDF form and in the original editable Excel format. b) IRS Federal Form 990 or 2023 Tax Returns A copy of the applicant organization’s most recent Form 990 or IRS Tax Returns is required to determine eligibility. The specific form depends upon the applicant organization’s financial activity. Review the IRS’ guide, for more details. For Form 990-N (e- postcard) filers, include a copy of the postcard, with the organization’s application materials. c) IRS Federal Form 990 or 2023 Tax Returns for collaborator/partner (if they are receiving project funds) A copy of the collaborator/partner’s most recent Form 990 or IRS Tax Returns is required to determine eligibility. The specific form depends upon the organization’s financial activity. Review the IRS’ guide, for more details. For Form 990-N (e-postcard) filers, include a copy of the postcard, with the organization’s application materials. d) List of Board of Directors (if applicable) Provide the following information about each member of the board of directors: name, telephone number, and address. The list must identify the principal officers of the governing body and the length of term. Please feel free to use the template provided in Table 2 of the appendix or your own format. e) Certificate of Liability Insurance A copy of the applicant organization’s current certificate, from the organization’s insurance carrier. Table 1 below outlines insurance types and minimums required, for each jurisdiction. If exempt from Worker’s Compensation compliance, include a statement explaining why, with the applicant organization’s application materials. NOTE: Proof of insurance is not required at the time of application submission. If your agency is approved for funding, documentation of insurance must be provided to the jurisdiction awarding the funding when the contract is awarded. The insurance certificate should reflect the funding jurisdiction as an additional insured party and certificate holder and provide coverage for the duration of the funding period (two years, beginning as early as October 1, 2024). If proof of insurance can only be written for one year, an update will be required for all ongoing projects. Renewal certificates must be sent to the jurisdiction 30 days prior to any expiration date, cancellation or modification of any stipulated insurance coverage. NOTE: Upon request, insurance requirements may be reviewed on a case by case basis by the County. Please contact the staff identified on the Submission Requirements on Page 12 if you have questions or would like to request a review of your insurance requirements. Docusign Envelope ID: AA482F5E-25D4-439A-862A-65CC63DF3A74