# Presentation: 519193

## CPD Outcome  Measurement System

## Overview

- Status of CPD Outcome Measurement System
- Key Elements of the System
- Federal Register Notice
- Process for Implementation
- Opportunities to Provide Feedback

## Status of CPD Outcome Measurement System

- Developed/approved by Working Group
- Briefings About System - Conferences and  Congress
- HUD issued Federal Register Notice (June 10, 2005)
- Regional Feedback Sessions in July & early August
- Final Notice issued by year end
- HUD is working on how to implement the system

## Affected HUD Programs

- Community Development Block Grant Program (CDBG)
- HOME Investment Partnerships Program (HOME)
- Housing Opportunities for Persons With AIDS Program (HOPWA)
- Emergency Shelter Grants Program (ESG)

## Outcome Measurement System: Highlights

- Set of common program outcomes that can be used to report on results nationally
- Outcome measures show how program  benefits a community or people served
- Enables HUD and partners to “tell the story about results to Congress, OMB, and public

## Outcome Measurement System: Highlights

- Key Characteristics:
- Preserves program flexibility
- Captures multiple outcomes
- Recognizes that similar projects are often funded for different purposes
- Emphasizes readily available data
- Data for outcomes can be “rolled up” nationally

## Outcome Measurement System:  Key Elements

- Four Main Components
- Goals
- Objectives
- Outcomes
- Indicators

## Outcome Measurement System:  Overall Goals & Objectives

## Measuring Outcomes: Link Between Goals, Objectives, and Outcomes

## Measuring Outcomes – Using Indicators

- What are Indicators?
- Indicators tell whether an outcome is occurring
- Can be direct or indirect measures (proxy)
- A set of indicators is often used to measure an outcome
- Individual indicators can be used for more than one outcome

## Measuring Outcomes – Using Indicators

- Indicators used in this framework:
- Five indicators apply to all activities
- Remaining 17 indicators used when apply to the:
- Activity; and
- Intent (i.e., outcome)
- Some indicators have several elements

## Outcome Indicators

**Five common indicators**
**For each activity, Grantees report:**
- Funds leveraged
- Number of persons, households, units
- Income levels of persons or households by 30%, 50%, or 80% of an area median income
- Number of communities/neighborhoods assisted
- Current Racial/Ethnic and disability categories

## Selecting Outcome Indicators

- Determining Outcomes and Indicators For a Particular Activity/Project – Key Questions
- What is the goal of this activity (intended results)?
- What types of entities will benefit from this activity?
- Does this activity benefit a specific, targeted geographic area?
- Does the activity have a physical impact on a site or area
- Does this activity create jobs or create/sustain businesses?
- Is this activity targeted at a particular population (e.g., persons with AIDS, homeless persons, disabled persons)?

## Elements of Outcome Indicators Specific to CDBG

- Rental or owner-occupied units brought from substandard to standard condition
- Rental or owner-occupied units rehabbed meeting IBC Energy standards or Energy Star standards
- Jobs created, retained, saved or maintained with employer-sponsored health care benefits
- Employment status before taking job created
- Targeting – jobs created or maintained in target area

## Selecting Outcomes & Indicators –Example #1

- Activity – Rental Development in Target Neighborhood
- Goal – Decent housing
- Objectives -
- Improved affordability
- Improved sustainability
- Outcomes –
- A. Create decent housing with improved affordability
- B. Create decent housing with improved sustainability

## Selecting Outcomes & Indicators – Example #1 (continued)

- Indicators:
- 5 Common Indicators
- Rental Development
- Total units & number of affordable units
- Number of years affordability guaranteed
- Number of affordable units assisted with federal, state, and local funds
- Number of units for persons with HIV/AIDS
- Geographically Targeted Revitalization
- Type of revitalization
- Slum/blight demolition

## Selecting Outcomes & Indicators –Example #2

- Activity – Developing infrastructure in a downtown area
- Goals – Suitable living environment & economic oppor.
- Objectives -
- Improved accessibility
- Improved sustainability
- Outcomes –
- A. Provide economic opportunity with improved accessibility
- B. Enhance suitable living environment with improved sustainability

## Selecting Outcomes & Indicators – Example  #2 (continued)

- Indicators:
- 5 Common Indicators
- Geographically Targeted Revitalization
- Type of revitalization
- Number of HH with improved access to public facilities
- Number of facades/business building rehab
- Jobs created
- Number of jobs created
- Types of jobs
- Businesses assisted
- Types of businesses

## Outcome Measurement System – Keep In Mind

- System will evolve and be refined over time
- These outcomes and indicators were most common and least burdensome
- Working Group recognizes that not all activities are covered
- Grantees encouraged to develop additional outcomes and indicators for use locally
- Helps to tell the story locally
- Local decision – do not have to report to HUD

## Using the Outcome Measurement System

- Grantees will need to:
- Determine _goals_ of activities/projects
- Select _objectives_ and _outcomes_
- Indicate anticipated outcomes in Con Plan (annual)
- Indicate outcomes and report on applicable indicators in CAPER/PER/IDIS
- HUD will aggregate data and report on outcomes at a national level
- Report outcomes to public, Congress, & OMB
- Grantees present results locally

## Federal Register Notice (June 10, 2005)

- Outlines purpose & key features of proposed CPD outcome measurement system
- Solicits comments
- Key sections:
- Part I –     Background
- Part II –    Performance Measurement Objectives
- Part III –   Opportunities for Public Participation
- Appendix – Proposed Outcome Measurement System

## Federal Register Notice

| Objectives (p. 34047)
Suitable living environment
Decent affordable housing
Creating economic opportunities | Goals (same as p. 34054)
Suitable living environment
Decent housing
Creating economic opportunities |
| --- | --- |
| Outcomes (p. 34047)
Availability/Accessibility
Affordability
Sustainability | Objectives (same as p. 34054)
Availability/Accessibility
Affordability
Sustainability |
|  | Outcomes (p. 34054)
See 9 Outcomes listed under Step 2 |

- Three Clarifications:

## Process for Implementation

- Federal Register Notice
- Regional Sessions July & August 2005
- Education
- Facilitated feedback
- Issue final notice December 2005
- Offer training on final system & its use
- Trial run of updated IDIS - Spring 2006
- Revised IDIS system available Fall 2006

## Process for Implementation, cont.

- Grantee transition
- Provide feedback
- Final HUD Notice issued
- Grantees attend training, receive additional guidance from HUD, use trial version of IDIS
- Identify the selected outcomes and indicators in their next Con Plans with a transition period (next Annual Plan or 5-year Plan, whichever comes first)
- Transition to reporting on applicable indicators during 2007 Program Year through CAPER, PER, and IDIS

## Regional Feedback Sessions

- Your opportunity to:
- Hear from HUD & Others from Working Group
- Provide input on the proposed framework
- Learn more about how to implement system
- Have discussions about Con Plan, CAPER/PER and IDIS changes
- Five Sessions:

- San Francisco – July 18
- Philadelphia – July 20
- Detroit – July 26

- Atlanta – July 28
- Austin – August 2

## Regional Feedback Sessions

- Feedback Session Planned Agenda
- Morning session will provide a detailed summary of the Outcome Measurement system
- Afternoon break-out discussion sessions will collect your input on the system
- Register at:
- _[http://www.](http://www.hud.gov/utilities/intercept.cfm?http://www.icfhosting.com/hud/cdbg/registration.nsf)__[icfhosting](http://www.hud.gov/utilities/intercept.cfm?http://www.icfhosting.com/hud/cdbg/registration.nsf)__[.com/](http://www.hud.gov/utilities/intercept.cfm?http://www.icfhosting.com/hud/cdbg/registration.nsf)__[hud](http://www.hud.gov/utilities/intercept.cfm?http://www.icfhosting.com/hud/cdbg/registration.nsf)__[/](http://www.hud.gov/utilities/intercept.cfm?http://www.icfhosting.com/hud/cdbg/registration.nsf)__[cdbg](http://www.hud.gov/utilities/intercept.cfm?http://www.icfhosting.com/hud/cdbg/registration.nsf)__[/ registration.](http://www.hud.gov/utilities/intercept.cfm?http://www.icfhosting.com/hud/cdbg/registration.nsf)__[nsf](http://www.hud.gov/utilities/intercept.cfm?http://www.icfhosting.com/hud/cdbg/registration.nsf)_

## Regional Feedback Sessions - Preparation

- Make sure staff from each program area review the notice & brief senior staff
- Determine who can attend sessions
- Gather input from your agency
- Summarize your agency’s feedback and bring to the meetings or send to HUD

## Regional Feedback Sessions - Preparation

- Consider these questions:
- Does the system (outcomes and indicators) cover most of the key activities you fund?
- What about the proposed system needs to be changed or further clarified?
- What barriers do you see to the implementation of the system and how can these be overcome?

## Regional Feedback Sessions - Preparation

- Consider these questions:
- What information regarding Consolidated Plan changes do you need most?
- What information regarding changes to IDIS, CAPER, and PER do you need most?
- What types of outreach materials or training would most help you to implement this system?

## Summary

- Obtain copy of Federal Register Notice
- Share notice & key messages from this broadcast
- Provide feedback about the system
- Register and attend Regional Sessions
- Send to Contact Person in FR Notice
- Attend training, review HUD Guidance, and participate in trial run of IDIS
- Prepare to begin formal use in FY2007