cm APPENDIX 8

PHA/RMC/AME: FYE: Date:

INDICATOR #7. RESIDENT SERVICES AND COMMUNITY BUILDING

This indicator examines the PHA\'s efforts to deliver quality

customer services and to encourage partnerships with residents,

resident organization, and the local community, including non-PHA

service providers.

PHAs with fewer than 250 units or 100% elderly developments will

not be assessed under this indicator unless they so request it.

Does PHA have fewer than 250 units or 100%

elderly developments? \|\_\| Yes \|\_\| No

If PHA has fewer than 250 units, did the PHA

choose to be assessed under this indicator

at the time of PHMAP certification submission? \|\_\| Yes \|\_\| No

Information from the Certification Form/IBS:

1\. Component #1, Economic Uplift and Self-

Improvement:

Has PHA Board, by resolution, adopted one

or more economic uplift and self-improve-

ment programs? \|\_\| Yes \|\_\| No

Percentage of family occupied developments

where PHA has implemented these programs: \_\_\_\_\_%

Does the PHA monitor performance and issue

reports concerning progress? \|\_\| Yes \|\_\| No

2\. Component #2, Resident Organization:

Can PHA document that it recognizes RCs

and has a system of interaction with and

supports resident councils (RCs)? \|\_\| Yes \|\_\| No

If no RCs exists, can PHA document it has

encouraged the formation of RCs? \|\_\| Yes \|\_\| No

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APPENDIX 8

Indicator #7, continued:

Information from the Certification Form/IBS, Continued:

3\. Component #3, Resident Involvement:

Does PHA Board, by resolution, support

resident representation on the Board and

committees? \|\_\| Yes \|\_\| No

Do residents have input into:

\|\_\| Modernization/development (required) \|\_\| Yes \|\_\| No

\|\_\| Security \|\_\| Yes \|\_\| No

\|\_\| Resident programs \|\_\| Yes \|\_\| No

\|\_\| Relocation \|\_\| Yes \|\_\| No

\|\_\| Maintenance \|\_\| Yes \|\_\| No

\|\_\| Operating budget \|\_\| Yes \|\_\| No

\|\_\| Screening/occupancy \|\_\| Yes \|\_\| No

4\. Component #4, Resident Program Management:

Does PHA administer HUD-funded special

programs? \|\_\| Yes \|\_\| No

Did PHA request to be assessed for non-HUD

funded programs? \|\_\| Yes \|\_\| No

Percentage of goals met under implementa-

tion plan(s): \_\_\_\_\_%

Sources: Board minutes; program goals; brochures; letters;

residents.

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APPENDIX 8

Component #1, Economic Uplift and Self-Improvement.

This component assesses all programs that the PHA has HUD-funding

to implement and credit for implementing programs through

partnerships.

Verification Questions Yes \*No N/A

1\. Did the PHA choose to be assessed

under non-HUD funded programs?

2\. Review Board minutes; has the PHA

passed a Board resolution(s) supporting:

\|\_\| Section 3

Date of resolution:

Date of Board minutes:

\|\_\| Homeownership

Date of resolution:

Date of Board minutes:

\|\_\| Resident education

Date of resolution:

Date of Board minutes:

\|\_\| Resident management

Date of resolution:

Date of Board minutes:

\|\_\| Resident training

Date of resolution:

Date of Board minutes:

\|\_\| Child care/Head Start

Date of resolution:

Date of Board minutes:

\|\_\| Job placement

Date of resolution:

Date of Board minutes:

\|\_\| Resident business and micro-

enterprise development

Date of resolution:

Date of Board minutes:

\|\_\| Youth mentoring/Safe Havens

Date of resolution:

Date of Board minutes:

\|\_\| Family Self-Sufficiency coordination

Date of resolution:

Date of Board minutes:

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APPENDIX 8

Component #1, Continued:

Verification Questions Yes No\* N/A

\|\_\| On-site health facilities/screening

Date of resolution:

Date of Board minutes:

\|\_\| Elder care/services coordination

Date of resolution:

Date of Board minutes:

\|\_\| Other

Date of resolution:

Date of Board minutes:

\|\_\| Other

Date of resolution:

Date of Board minutes:

\|\_\| Other

Date of resolution:

Date of Board minutes:

\|\_\| Other

Date of resolution:

Date of Board minutes:

\|\_\| Other

Date of resolution:

Date of Board minutes:

\|\_\| Other -

Date of resolution:

Date of Board minutes:

\|\_\| Other

Date of resolution:

Date of Board minutes:

3\. Was the resolutions in effect during

the assessment year?

4\. Review program outreach and publicity:

\|\_\| Brochures

\|\_\| Leaflets

\|\_\| Notices

\|\_\| Published announcements/press media

\|\_\| Recruitment

\|\_\| Surveys

\|\_\| Program/intake events/meetings

\|\_\| Electronic media

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APPENDIX 8

Component #1, Continued:

Verification Questions

5\. Does this information identify the services

available at specific locations, addresses

and telephone numbers? \|\_\|

Yes \|\_\| No

6\. Program participation documentation:

\|\_\| Graduation numbers or rates:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\|\_\| Training attendance: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\|\_\| Job placement number or rates:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\|\_\| Management business contracts:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\|\_\| Child care enrollment: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\|\_\| Home visit reports: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\|\_\| Other

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APPENDIX 8

Component #1, Continued:

Verification Questions

7\. List programs by development and number of family occupied

units with programs:

Type of \# Fam.

Occupied

Development Program Units

W/Programs

8\. Calculation of percentage of family occupied unit with

programs:

a\. Total number of family occupied units: \_\_\_\_\_\_\_\_\_\_

b\. Total number of family occupied units

with programs: \_\_\_\_\_\_\_\_\_\_

c\. Percentage of family occupied units

with programs implemented (divide 6b

by 6a): \_\_\_\_\_\_\_\_\_\_%

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APPENDIX 8

Component #1, Continued:

Verification Questions Yes No\* N/A

9\. Do the PHA\'s monitoring reports out-

line activities and progress during

the assessment year, including the

number of residents receiving services

and the number of residents employed

under these programs?

10\. List performance monitoring reports by development:

Date \# Residents

Reports Receiving \#

Residents

Development Issued Services Employed

11\. Has the management function of compo-

nent #1 been assumed by an RMC/AME?

12\. Modification/exclusion requests:

\* All \"No\" answers should be explained below or attached.

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APPENDIX 8

Component #2. Resident Organization.

This component examines the level of recognition, communication

and collaboration with and support for resident councils or the

formation of resident councils.

Verification Questions Yes \*No N/A

1\. Review Board minutes; has the PHA

passed a Board resolution(s) or

other statement that:

\- Formally recognizes RCs?

\- Including a system of communication

and collaboration with RCs?

\- Supports existing RCs?

Date of resolution/statement:

Date of Board minutes:

2\. Was the resolution(s)/statement in

effect during the assessment year?

3\. Communication and collaboration:

\- Can PHA document regular meetings

between PHA representatives and

resident groups?

\- Monthly meetings between PHA repre-

sentative and RC representatives?

\- Suggestion boxes in PHA development

offices?

\- Joint monitoring of resident programs?

\- Other:

\- Other:

4\. Can PHA document provision of in-kind

services for RCs or residents?

\- Office space?

\- Use of copying machine?

\- Office supplies?

\- Use of community room for regular

meetings and activities?

\- Training for resident officers

immediately following an election?

\- Full-time PHA Resident Services

Coordinator?

\- Other:

\- Other:

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APPENDIX 8

Component #2, Continued:

Verification Questions Yes No\* N/A

5\. Encouragement for the formation of RCs:

\- Date(s) of PHA sponsored training for resident

leaders:

\- Date(s) of PHA sponsored resident elections:

\- PHA staff assigned to community organizing

efforts:

\- Listing of written material inviting residents to

meet to organize an RC:

\- Date(s) of RC organizational meeting minutes:

\- Does an attendance list of meeting(s) called to

organize RCs exist in PHA files? List developments where

PHA encouraged formation of RCs:

6\. Has the management function of compo-

nent #2 been assumed by an RMC/AME?

7\. Modification/exclusion requests:

\* All \"No\" answers should be explained below or attached.

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APPENDIX 8

Component #3, Resident Involvement.

This component examines the amount of resident involvement on the

Board and committees, and resident input into the plans and

management of the PHA.

Verification Questions Yes \*No N/A

1\. Review Board minutes; has the PHA

passed a Board resolutions) that

provides for resident representation

on the Board and committees?

Date of resolution(s):

Date of Board minutes:

2\. Was the resolution(s) in effect during

the assessment year?

3\. Is there evidence that the PHA has

implemented measures that ensure

resident input in policy development

and planning for:

\|\_\| Modernization/development (required)

\|\_\| Screening/occupancy

\|\_\| Relocation

\|\_\| Operating budget

\|\_\| Security

\|\_\| Resident programs

\|\_\| Maintenance

4\. Is there resident representation on

the Board?

5\. Date(s) of letter from the Board to the local appointing

officials) asking for the appointment of a resident to the

Board:

Date(s) of letters from the Board to residents inviting

participation on the Board:

Date(s) of the appointment of a resident to the Board

by the local appointing authority:

Name(s) of resident Commissioner(s):

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APPENDIX 8

Component #3, Continued:

Verification Questions Yes No\* N/A

6\. If there is no resident representation

on the Board, is there evidence that the

PHA has made genuine efforts to have

resident representation?

7\. Is there evidence that residents have

been invited to serve as members of PHA

committees or advisory boards?

8\. Date(s) of minutes of Board meeting showing the appointment

of a resident as a non-voting advisory member:

Date(s) of minutes of Board committee meetings stating

attendance by residents:

Evidence of special projects carried out jointly by the

PHA and a resident group(s):

9\. Is there evidence of public hearings

to obtain resident input?

10\. Date(s) of minutes of Board meeting requesting resident

representation at a public hearing(s):

Date(s) of notice(s) published and/or posted to

announce a public hearing(s):

Date(s) of minutes of the public hearing(s):

Date(s) of letters from residents regarding the

scheduled public hearing(s):

Date(s) of minutes from meetings of resident

organizations pertaining to the scheduled public

hearing:

11\. Has the management function of compo-

nent #3 been assumed by an RMC/AME?

12\. Modification/exclusion requests:

\* All \"No\" answers should be explained below or attached.

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APPENDIX 8

Component #4. Resident Programs Management.

This component examines the PHA\'s management of HUD funded

resident programs (or non-HUD funded program if the PHA so

chooses to be assessed under them).

Verification Questions Yes \*No N/A

1\. Did the PHA choose to be assessed

under non-HUD funded programs?

2\. Review implementation plans; list resident programs and

program goals:

Program Goal Goal Met

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

\|\_\| Yes \|\_\| No

Total Goals/Goals Met:

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APPENDIX 8

Component #4, Continued:

Verification Questions Yes No\* N/A

3\. Calculation of percentage of goals met:

a\. Total number of goals included in

implementation plan(s): \_\_\_\_\_\_\_\_\_\_

b\. Total number of goals met by the PHA: \_\_\_\_\_\_\_\_\_\_

c\. Percentage of goals met (divide 3b by 3a): \_\_\_\_\_\_\_\_\_\_%

4\. Has the management function of compo-

nent #4 been assumed by an RMC/AME?

5\. Modification/exclusion requests:

\* All \"No\" answers should be explained below or attached.

Summary

Component #1, Economic Uplift and Self-Improvement:

Initial Grade: \_\_\_\_\_\_ Confirmed Grade: \_\_\_\_\_\_

Component #2, Resident Organization:

Initial Grade: \_\_\_\_\_\_ Confirmed Grade: \_\_\_\_\_\_

Component #3, Resident Involvement:

Initial Grade: \_\_\_\_\_\_ Confirmed Grade: \_\_\_\_\_\_

Component #4, Resident Program Management:

Initial Grade: \_\_\_\_\_\_ Confirmed Grade: \_\_\_\_\_\_

Overall Indicator:

Initial Grade: \_\_\_\_\_\_ Confirmed Grade: \_\_\_\_\_\_

Reviewer:

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