# Presentation: 533913

## HOPWA 101Data Collection & Reporting Requirements

**Presented by the **
**Office of HIV/AIDS Housing  **
**& The QED Group LLC**
**September 21, 2004**

## 
HOPWA Reporting Requirements

Reporting Tools

Client Outcomes: The Future of HOPWA Reporting

- HOPWA Reporting Requirements
- Reporting Tools
- Client Outcomes: The Future of HOPWA Reporting

## 78,000 special needs households assisted 

Collaborations with 500+ nonprofits, 117 city/state grantees and 85 competitive grants

Funds expended with leveraged resources at $2.05 for each HOPWA dollar

Nationwide program 

- 78,000 special needs households assisted
- Collaborations with 500+ nonprofits, 117 city/state grantees and 85 competitive grants
- Funds expended with leveraged resources at $2.05 for each HOPWA dollar
- Nationwide program** **

## Local discretion within eligible activities
Targeted assistance with flexible design
Connections to serve the whole client in supportive housing with access to healthcare support
Evaluations and technical support

- Local discretion within eligible activities
- Targeted assistance with flexible design
- Connections to serve the whole client in supportive housing with access to healthcare support
- Evaluations and technical support

## Create balance within HIV housing continuums, including
		-- Help towards self sufficiency 
		-- On-going care, as needed

Model projects address clients with multiple diagnoses, post-incarcerated, chronic homeless, rural, colonias

- Create balance within HIV housing continuums, including
- 		-- Help towards self sufficiency
- 		-- On-going care, as needed
- Model projects address clients with multiple diagnoses, post-incarcerated, chronic homeless, rural, colonias

## Outreach and engagement with clients 
Assessments of special needs
Housing and service plan addresses individual challenges, ongoing housing connections and access to benefits 

- Outreach and engagement with clients
- Assessments of special needs
- Housing and service plan addresses individual challenges, ongoing housing connections and access to benefits

## Annual project outputs in: 

Short-term Rent, Mortgage & Utility Payments (46,000 households)

Rental Assistance (27,000 households)

Housing Facilities (5,000 units)

- Annual project outputs in:
- Short-term Rent, Mortgage & Utility Payments (46,000 households)
- Rental Assistance (27,000 households)
- Housing Facilities (5,000 units)

## Focus on client outcomes in 2004-2005

Housing stability 

Reduced risks of homelessness 

Improved access to care

- Focus on client outcomes in 2004-2005
- Housing stability
- Reduced risks of homelessness
- Improved access to care

## Focus on project oversight:
Documentation of eligibility for clients and activities
Correct rent payments under new FMR and annual income updates
Timeliness in expenditures and accuracy in reports

- Focus on project oversight:
- Documentation of eligibility for clients and activities
- Correct rent payments under new FMR and annual income updates
- Timeliness in expenditures and accuracy in reports

## 
HOPWA Reporting Requirements

**HOPWA Reporting Requirements**

## HOPWA Reporting Requirements

- Formula grantee overview
- Competitive grantee overview
- Common errors

## Congressional inquiries
Reports to GAO and Congress
Budget Requests
Accurate data informs policymakers
GPRA requirements and PART reviews
Ability to analyze data for FO & grantee management reviews
Public information & client access

- Congressional inquiries
- Reports to GAO and Congress
- Budget Requests
- Accurate data informs policymakers
- GPRA requirements and PART reviews
- Ability to analyze data for FO & grantee management reviews
- Public information & client access

## 
Formula Grantee Reporting Requirements

**Formula Grantee Reporting Requirements**

## CAPER

IDIS

Executive Summary

*Note: Performance reports are due 90 days after close of grantee’s program year

- CAPER
- IDIS
- Executive Summary
- ***Note: Performance reports are due 90 days after close of grantee’s program year**

## Required for all formula grantees
Coordinate with Field Offices to review report before submission to HQ
CAPER includes two parts:
Grantee Narrative on Results & Barriers
Housing Assistance Accomplishment Data
Chart 1: Actual Performance
Chart 2: Compare to Planned Actions  

- Required for all formula grantees
- Coordinate with Field Offices to review report before submission to HQ
- CAPER includes two parts:
- Grantee Narrative on Results & Barriers
- Housing Assistance Accomplishment Data
- Chart 1: Actual Performance
- Chart 2: Compare to Planned Actions

## CAPER Chart 1

## HOPWA Units/Funds: Number of HOPWA units supported with HOPWA funds (households)

“Grantee and Other Funds” Units/Funds: Number of units supported with non-HOPWA sources

Deduction for Units Reported in More than One: If more than one funding source is used for a unit, indicate deduction so number of units is not duplicated

- HOPWA Units/Funds: Number of HOPWA units supported with HOPWA funds (households)
- “Grantee and Other Funds” Units/Funds: Number of units supported with non-HOPWA sources
- Deduction for Units Reported in More than One: If more than one funding source is used for a unit, indicate deduction so number of units is not duplicated

## CAPER Chart 2

**CAPER Chart 2**

## Actual Performance (Chart 1):
Number of units with grantee and other funds is leveraged units, not HOPWA-assisted units.
Amount of grantee and other funds is leveraged dollar amounts, not HOPWA-dollar amounts.
Deductions for units reported in more than one column (if leveraged funds are used) need to be subtracted from the total type of unit.

Comparison to Planned Actions (Chart 2):
Planning numbers need to be reported.

- Actual Performance (Chart 1):
- Number of units with grantee and other funds is leveraged units, not HOPWA-assisted units.
- Amount of grantee and other funds is leveraged dollar amounts, not HOPWA-dollar amounts.
- Deductions for units reported in more than one column (if leveraged funds are used) need to be subtracted from the total type of unit.
- Comparison to Planned Actions (Chart 2):
- Planning numbers need to be reported.

## Annual Data Verification
Data updated with IDIS information, including supportive services, housing information, and admin costs to cover all program expenditures in year
More detail provided in Section II: HOPWA Reporting Tools
Verified data posted on HUD website for public transparency  

- Annual Data Verification
- Data updated with IDIS information, including supportive services, housing information, and admin costs to cover all program expenditures in year
- More detail provided in Section II: HOPWA Reporting Tools
- Verified data posted on HUD website for public transparency

## Webcast participants, send questions to hudtv@hud.gov or call in to (202) 708-6073

After webcast, forward questions to hopwa@hud.gov

Visit HOPWA’s website for additional information and tutorials located at www.hud.gov 

- Webcast participants, send questions to _[hudtv@hud.gov](mailto:hudtv@hud.gov)_ or call in to (202) 708-6073
- After webcast, forward questions to _[hopwa](mailto:hopwa@hud.gov)__[@](mailto:hopwa@hud.gov)__[hud](mailto:hopwa@hud.gov)__[.](mailto:hopwa@hud.gov)__[gov](mailto:hopwa@hud.gov)_
- Visit HOPWA’s website for additional information and tutorials located at _[www.hud.gov](http://www.hud.gov/)_

## Required for all formula grantees
Mainframe-based system accessed via the Internet
Drawdown of funds expended
Reports on proposed activities, actual accomplishments, expenditure data and demographics on persons served

- Required for all formula grantees
- Mainframe-based system accessed via the Internet
- Drawdown of funds expended
- Reports on proposed activities, actual accomplishments, expenditure data and demographics on persons served

## IDIS Overview

- Relation to CAPER
- Defining Projects and Activities
- Critical data elements
- Financial responsibilities
- Redesign pending, for internet interface, standard report features and updated program elements

## Yes! Grantees must enter data into IDIS

Captures additional elements (e.g. supportive service and beneficiary info) 

IDIS is a tool to capture and aggregate data for HUD, grantee and public use

Tracks expenditures and specific     accomplishments at activity level

- Yes! Grantees must enter data into IDIS
- Captures additional elements (e.g. supportive service and beneficiary info)
- IDIS is a tool to capture and aggregate data for HUD, grantee and public use
- Tracks expenditures and specific     accomplishments at activity level

## The Structure of IDIS: Projects and Activities

## IDIS Projects

- Serve as an organizational structure under which activities are set up in IDIS
- Associate activities with grantee’s Consolidated Action Plan
- Connect an activity to a specific plan year

## IDIS Activities

- Provide a way to report on work being done (accomplishments) under a project
- Are the level where funds are committed and drawn as used
- Allow for the tracking of expenditures

## Set up separate IDIS Project for each Grantee and each Project Sponsor

Links associated Activities to initial Consolidated Action Plan (allocation year)

Often span multiple years

- Set up separate IDIS Project for each Grantee and each Project Sponsor
- Links associated Activities to initial Consolidated Action Plan (allocation year)
- Often span multiple years

## Defined by eligible HOPWA Activity (CFR 374.300) for associated Sponsor

Report annual accomplishments for a specific program year

Are closed out each year (pending IDIS redesign)

- Defined by eligible HOPWA Activity (CFR 374.300) for associated Sponsor
- Report **annual **accomplishments for a specific program year
- Are closed out each year (pending IDIS redesign)

## Facility-Based Housing
Facility-Based Non-Housing
Short-Term Rent, Mortgage, and Utility Payments (Scattered Site Housing) 
Tenant-Based Rental Assistance (Scattered Site) 
Supportive Services 
Housing Information Services 
Resource Identification 
Administration 

- Facility-Based Housing
- Facility-Based Non-Housing
- Short-Term Rent, Mortgage, and Utility Payments (Scattered Site Housing)
- Tenant-Based Rental Assistance (Scattered Site)
- Supportive Services
- Housing Information Services
- Resource Identification
- Administration

## Includes:
Acquisition, Rehabilitation, New Construction
Lease & Operating Costs
Technical Assistance for a community residence/SRO dwelling
Project-Based Rental Assistance 
Requires separate Activity for each site! 

- Includes:
- Acquisition, Rehabilitation, New Construction
- Lease & Operating Costs
- Technical Assistance for a community residence/SRO dwelling
- Project-Based Rental Assistance* *
- Requires separate Activity for each site!* *

## Grantee Administration

## IDIS Project for Sponsor

**03 Supportive**
**Services**
**$11,500**

**03 ST Rental**
**Assistance**
**$35,000**

**   ****03 Admin**
**$3,500**

**Project #1**
- AIDS Housing of Anytown

*** ***

**IDIS Project for Sponsor**

## Each Activity reports for one year only
Grantee reports, then closes out activity at end of year
Grantee sets up new activity with unexpended funds under same Project (Sponsor)
Include year in Activity Name!

- Each Activity reports for one year only
- Grantee reports, then closes out activity at end of year
- Grantee sets up new activity with unexpended funds under same Project (Sponsor)
- Include year in Activity Name!

## Multi-Year Program—Year 1

## Multi-Year Programs—Year 2

## Matrix Codes (31 series only!)

Accomplishment Codes

Accomplishment Screen (MA04)
Reporting Year
Accomplishment Narrative

- Matrix Codes (31 series only!)
- Accomplishment Codes
- Accomplishment Screen (MA04)
- Reporting Year
- Accomplishment Narrative

## HOPWA Grantees must use one of following:
31A Grantee Activity
31B Grantee Administration
31C Project Sponsor Activity
31D Project Sponsor Administration

- HOPWA Grantees must use one of following:
- 31A Grantee Activity
- 31B Grantee Administration
- 31C Project Sponsor Activity
- 31D Project Sponsor Administration

## Accomplishment Codes

| Accomplishment Code | HOPWA Activity |
| --- | --- |
| 10 – Housing Units (same as household assisted) | Facility-based housing
TBRA (scattered site)
Short-term rent, mortgage and utility assistance |
| 1 – People | Supportive services
Facility-based non-housing |
| 9 – Organizations | Resource identification |

## Encourage grantees to...
Accomplishment Code—use Housing Units when possible!
Report Year—type in correct Report Year!
Accomplishment Narrative—include outcome if possible

- Encourage grantees to...
- Accomplishment Code—use Housing Units when possible!
- Report Year—type in correct Report Year!
- Accomplishment Narrative—include outcome if possible

## Webcast participants, send questions to hudtv@hud.gov or call in to (202) 708-6073

After webcast, forward questions to hopwa@hud.gov

Visit HOPWA’s website for additional information and tutorials located at www.hud.gov 

- Webcast participants, send questions to _[hudtv@hud.gov](mailto:hudtv@hud.gov)_ or call in to (202) 708-6073
- After webcast, forward questions to _[hopwa](mailto:hopwa@hud.gov)__[@](mailto:hopwa@hud.gov)__[hud](mailto:hopwa@hud.gov)__[.](mailto:hopwa@hud.gov)__[gov](mailto:hopwa@hud.gov)_
- Visit HOPWA’s website for additional information and tutorials located at _[www.hud.gov](http://www.hud.gov/)_

## 
Competitive Grantee Reporting Requirements

**Competitive Grantee Reporting Requirements**

## APR - Annual Progress Report

Executive Summary

	*Note: Performance reports are due 90 days after close of grantee’s program year

- APR - Annual Progress Report
- Executive Summary
- 	***Note: Performance reports are due 90 days after close of grantee’s program year**

## Grantee Narrative (Exhibits A & B)
Overview of accomplishments
Barriers/recommendations
Client Demographics (Exhibits C & D)
Program Expenditures (Exhibits E-H)
Housing Assistance Expenditures
Facility Based
Scattered Site
Supportive Service Expenditures

- Grantee Narrative (Exhibits A & B)
- Overview of accomplishments
- Barriers/recommendations
- Client Demographics (Exhibits C & D)
- Program Expenditures (Exhibits E-H)
- Housing Assistance Expenditures
- Facility Based
- Scattered Site
- Supportive Service Expenditures

## Number of persons and families assisted during the program year (Exhibit C)

Characteristics of persons receiving Housing Assistance during the Program Year (Exhibit D) 
family income, age, gender 
racial and ethnic information
housing situation at entry into the program

- Number of persons and families assisted during the program year (Exhibit C)
- Characteristics of persons receiving Housing Assistance during the Program Year (Exhibit D)
- family income, age, gender
- racial and ethnic information
- housing situation at entry into the program

## Summary of Program Expenditures (Exhibit E) Program Income/Sum of Expenditures/Admin Costs

Housing Assistance Expenditures (Exhibit G)   Number of Units/Amount of Funds Spent
Facility Based Housing Assistance
Scattered-Site Housing Assistance

Supportive Service Expenditures (Exhibit H)     Amount spent on eligible supportive service activities

- Summary of Program Expenditures (Exhibit E) Program Income/Sum of Expenditures/Admin Costs
- Housing Assistance Expenditures (Exhibit G)   Number of Units/Amount of Funds Spent
- Facility Based Housing Assistance
- Scattered-Site Housing Assistance
- Supportive Service Expenditures (Exhibit H)     Amount spent on eligible supportive service activities

## Demographics (Exhibit C & D) 

The total number of persons receiving housing assistance, number 1-c, should equal total in Exhibit D demographic information, 1-a thru 1-d.

Persons assisted with supportive services only should be reported in Exhibit C, number 3.

- Demographics (Exhibit C & D)
- The total number of persons receiving housing assistance, number 1-c, should equal total in Exhibit D demographic information, 1-a thru 1-d.
- Persons assisted with supportive services only should be reported in Exhibit C, number 3.

## Program Expenditures (Exhibit E)
Housing Assistance Expenditures (line 7) should equal sum of all facility based and scattered site housing expenditures reported in Exhibit G and G(a).  

Supportive Service Expenditures (line 8) should equal sum of all activity expenditures reported in Exhibit H. 

Over life of grant, grantee administrative costs cannot exceed 3% of the total grant award;  Project sponsor administrative costs cannot exceed 7% of the total grant award.

- Program Expenditures (Exhibit E)
- Housing Assistance Expenditures (line 7) should equal sum of all facility based and scattered site housing expenditures reported in Exhibit G and G(a).
- Supportive Service Expenditures (line 8) should equal sum of all activity expenditures reported in Exhibit H.
- Over life of grant, grantee administrative costs cannot exceed 3% of the total grant award;  Project sponsor administrative costs cannot exceed 7% of the total grant award.

## Housing Assistance Expenditures (Exhibit G)
Total expenditure data should equal the summary data total in Exhibit E, line 7 (housing assistance expenditures).

Supportive Service Expenditures (Exhibit H)
Total expenditure data should equal the summary data total in Exhibit E, line 8 (supportive service expenditures).
Supportive service activities must be broken down into eligible activities categorized as Case Management, Outreach, etc. Do not lump expenditure information under “other” or “mixed”.

- Housing Assistance Expenditures (Exhibit G)
- Total expenditure data should equal the summary data total in Exhibit E, line 7 (housing assistance expenditures).
- Supportive Service Expenditures (Exhibit H)
- Total expenditure data should equal the summary data total in Exhibit E, line 8 (supportive service expenditures).
- Supportive service activities must be broken down into eligible activities categorized as Case Management, Outreach, etc. Do not lump expenditure information under “other” or “mixed”.

## 

Executive Summary

**Executive Summary**

## Required of ALL HOPWA grantees

Concise narrative highlighting program activities (less than one page in length)

Submit Executive Summary with Performance Reports

Information posted on website for public use and client access

- Required of **ALL** HOPWA grantees
- Concise narrative highlighting program activities (less than one page in length)
- Submit Executive Summary with Performance Reports
- Information posted on website for public use and client access

## Webcast participants, send questions to hudtv@hud.gov or call in to (202) 708-6073

After webcast, forward questions to hopwa@hud.gov

Visit HOPWA’s website for additional information and tutorials located at www.hud.gov 

- Webcast participants, send questions to _[hudtv@hud.gov](mailto:hudtv@hud.gov)_ or call in to (202) 708-6073
- After webcast, forward questions to _[hopwa](mailto:hopwa@hud.gov)__[@](mailto:hopwa@hud.gov)__[hud](mailto:hopwa@hud.gov)__[.](mailto:hopwa@hud.gov)__[gov](mailto:hopwa@hud.gov)_
- Visit HOPWA’s website for additional information and tutorials located at _[www.hud.gov](http://www.hud.gov/)_

## HOPWA Reporting Tools

**HOPWA Reporting Tools**

## HOPWA Works! Grantee Reports

 Formula Data Verification Worksheets

Reporting Tutorials

* Send updated information to hopwa@hud.gov  

- HOPWA Works! Grantee Reports
-  Formula Data Verification Worksheets
- Reporting Tutorials
- * Send updated information to _[hopwa@hud.gov](mailto:hopwa@hud.gov)_

## Help HQ and Field Offices track report submissions and maintain accurate records
Distributed quarterly from HQ or FOs
Encourage communication among HQ, FOs, and grantees
Identify grantees in need of technical support
Verified reports becomes public information

- Help HQ and Field Offices track report submissions and maintain accurate records
- Distributed quarterly from HQ or FOs
- Encourage communication among HQ, FOs, and grantees
- Identify grantees in need of technical support
- Verified reports becomes public information

## 
HOPWA Works!
Grantee Reports

**HOPWA Works!**
**Grantee Reports**

## HOPWA Works! Formula Grantee Report

***City of Anytown***
- 	Grantee HOPWA Contact
- 	85 Main Street
- 	Anytown, US 12206
- 	Phone:	222-445-0772
- 	Fax:	222-445-0725
- 	E-Mail:	grantee.contact@organization.org
- 	***Data Deficiency Report (If Applicable)***
- 	***Caper Due               Caper Submission*****	****            *****Funds Spent *****	****Y*****ear Of Last Exec ***
- 	***Date*****	****    *****2000*****	****  *****2001*****	*****2002*****	*****2003*****     *****On Time*****	*****Summ Submitted***
- 	8/28/2004      Y	     Y	   Y	  N	Y	          2001
- 	***General Grants Comments:***

- Snapshot of grantee reporting status
- Verify Contact and Reporting Information with Field Office
- Send updated information to hopwa@hud.gov

## Data Deficiency Report
Notes/Alerts from HQ on erroneous or deficient report submissions
CAPER Due Date
CAPER Submission
 “Y” indicates that it has been processed, “N” indicates that report has not been received, “-” indicates that report was not due
Funds Spent on Time
2002 allocation: 10-100% of funds should be spent
2001 allocation: 25-100% of funds should be spent
2000 allocation: 50-100% of funds should be spent
Year of Last Executive Summary Submission

**Data Deficiency Report**
- Notes/Alerts from HQ on erroneous or deficient report submissions
**CAPER Due Date**
**CAPER Submission**
-  “Y” indicates that it has been processed, “N” indicates that report has not been received, “-” indicates that report was not due
**Funds Spent on Time**
**2002 allocation: 10-100% of funds should be spent**
**2001 allocation: 25-100% of funds should be spent**
**2000 allocation: 50-100% of funds should be spent**
**Year of Last Executive Summary Submission**

## HOPWA Works!Competitive Grantee Report

***Organization, Inc.***
- 	HOPWA Grantee Contact
- 	24 Main Street
- 	Anytown, US 01930
- 	Phone:	978-283-7874 Ext.
- 	Fax:	978-283-0523
- 	E-Mail:	contact.name@organization.org
***Grantee Data Deficiency Report***
- 	                 ***Renewal ***	                                    ***APR Due    APR Submission ***   ***Fund Spent ***  ***Yr Last Exec*** ***Grant No   Grants ***	***PGY Start***	  ***PGY End***    ***Date***	     ***2001   2002  2003***      ***on Time   ******Summ Submit***
- US-H020024	3/1/2003   	3/31/2006   06/30	--	    --       N	        Y               Missing

- Snapshot of grantee reporting status
- Verify Contact and Reporting Information with Field Office
- Send updated information to hopwa@hud.gov

## Grantee Data Deficiency Report
Notes/Alerts from HQ on erroneous or deficient report submissions
Grant Number (R if renewed grant)
Program Year coverage
APR Due Date 
Reminder of Report Deadlines
APR Submission Status
“Y” indicates report has been received, “N” indicates report has not been received by HQ, “-” indicates report not due
Funds spent on time
Competitive grantees should spent approximately 1/3 total allocation each year
Year of last executive summary submission

**Grantee Data Deficiency Report**
- Notes/Alerts from HQ on erroneous or deficient report submissions
**Grant Number** (R if renewed grant)
**Program Year coverage**
**APR Due Date**
- Reminder of Report Deadlines
**APR Submission Status**
- “Y” indicates report has been received, “N” indicates report has not been received by HQ, “-” indicates report not due
**Funds spent on time**
- Competitive grantees should spent approximately 1/3 total allocation each year
**Year of last executive summary submission**

## 
Data Verification Worksheets

**Data Verification Worksheets**

## Data Verification Worksheets:CAPER Information

## IDIS Information:

**IDIS Information:**
**Supportive**
**Services**

## IDIS Information:

**IDIS Information:**
**Beneficiary**
**Data**

## Review CAPER and IDIS data
Coordinate with Field Office to ensure data accuracy

Verified worksheets due to HQ and Field Office ASAP. Please email to hopwa@hud.gov 

- Review CAPER and IDIS data
- Coordinate with Field Office to ensure data accuracy
- Verified worksheets due to HQ and Field Office ASAP. Please email to _[hopwa@hud.gov](mailto:hopwa@hud.gov)__ _

## 
Reporting
Tutorials

**Reporting**
**Tutorials**

## 
In depth case studies
Brief overview of reporting requirements for:
CAPER
IDIS
APR
Common deficiencies in reporting
Available online on HOPWA’s website
http://www.hud.gov/offices/cpd/aidshousing/programs/index.cfm

- In depth case studies
- Brief overview of reporting requirements for:
- CAPER
- IDIS
- APR
- Common deficiencies in reporting
- Available online on HOPWA’s website
- http://www.hud.gov/offices/cpd/aidshousing/programs/index.cfm

## Use tools provided by Headquarters
HOPWA Works! Grantee Reports 
Data Verification Worksheets
HOPWA Reporting Tutorials
Refer to the HOPWA Website
http://www.hud.gov/offices/cpd/aidshousing/programs/index.cfm
Call (202) 708-1934 and ask for Sarah Finnane or Danielle McLeod

- Use tools provided by Headquarters
- HOPWA Works! Grantee Reports
- Data Verification Worksheets
- HOPWA Reporting Tutorials
- Refer to the HOPWA Website
- http://www.hud.gov/offices/cpd/aidshousing/programs/index.cfm
- Call (202) 708-1934 and ask for Sarah Finnane or Danielle McLeod

## Webcast participants, send questions to hudtv@hud.gov or call in to (202) 708-6073

After webcast, forward questions to hopwa@hud.gov

Visit HOPWA’s website for additional information and tutorials located at www.hud.gov 

- Webcast participants, send questions to _[hudtv@hud.gov](mailto:hudtv@hud.gov)_ or call in to (202) 708-6073
- After webcast, forward questions to _[hopwa](mailto:hopwa@hud.gov)__[@](mailto:hopwa@hud.gov)__[hud](mailto:hopwa@hud.gov)__[.](mailto:hopwa@hud.gov)__[gov](mailto:hopwa@hud.gov)_
- Visit HOPWA’s website for additional information and tutorials located at _[www.hud.gov](http://www.hud.gov/)_

## Client Outcomes—The Future of HOPWA Reporting

**Client Outcomes—The Future of HOPWA Reporting**

## Provide results on client outcomes and other accomplishments
Better oversight on expenditures 
Ensure consistency among reports
Information on area sponsors
Qualitative evaluation of assistance 

- Provide results on client outcomes and other accomplishments
- Better oversight on expenditures
- Ensure consistency among reports
- Information on area sponsors
- Qualitative evaluation of assistance

## STRMU—58% of clients 	
$660 per household average cost per year

Rental Assistance—35% of clients 
Average of $2,650 per year, (Section 8 housing choice voucher average of $6,600 per year)

Facility-based units—7% of clients
Average over $4,000 per year direct housing costs plus other leveraged housing and service funds

- STRMU—58% of clients
- $660 per household average cost per year
- Rental Assistance—35% of clients
- Average of $2,650 per year, (Section 8 housing choice voucher average of $6,600 per year)
- Facility-based units—7% of clients
- Average over $4,000 per year direct housing costs plus other leveraged housing and service funds

## Long-term goals for rental assistance and housing facilities, continued support and possible outplacement.  
Short-term rent programs avoid an immediate housing crisis and allow for a connection to permanent housing and other support.

- Long-term goals for rental assistance and housing facilities, continued support and possible outplacement.
- Short-term rent programs avoid an immediate housing crisis and allow for a connection to permanent housing and other support.

## Clarity on status of household each year
Remained in permanent housing
Moved to other housing situations
Other results (back to short term efforts)
disconnected
Adapt support to the client’s challenges by planning within collaborations

- Clarity on status of household each year
- Remained in permanent housing
- Moved to other housing situations
- Other results (back to short term efforts)
- disconnected
- Adapt support to the client’s challenges by planning within collaborations

## Clarity on other outcomes
Access to benefits & support via case management
Obtain job via job training 
Other model results (project options)

Assess baselines on housing stability and target higher achievement (80%)

- Clarity on other outcomes
- Access to benefits & support via case management
- Obtain job via job training
- Other model results (project options)
- Assess baselines on housing stability and target higher achievement (80%)

## 
Part 1, Narrative, remains the same
Part 2, Accomplishment Data
Combine charts 1 & 2 with actual compared to planned performance
All costs, such as housing information, resource identification, supportive services, and grantee/sponsor administrative costs
Outcomes in chart 3, Housing Stability   

- Part 1, Narrative, remains the same
- Part 2, Accomplishment Data
- Combine charts 1 & 2 with actual compared to planned performance
- All costs, such as housing information, resource identification, supportive services, and grantee/sponsor administrative costs
- Outcomes in chart 3, Housing Stability

## 

Implementation date to be set with future grant cycle in FY2005

CPD Guidance on preparing 2005 Consolidated Plans (7/29/04)

Consolidated Planning Management Process (CPMP) tool (option available to ease data collection and organization)

- Implementation date to be set with future grant cycle in FY2005
- CPD Guidance on preparing 2005 Consolidated Plans (7/29/04)
- Consolidated Planning Management Process (CPMP) tool (option available to ease data collection and organization)

## Consolidated Plan Management Process (CPMP)

www.hud.gov/cpmp

Creates reusable format for the Strategic Plan, along with up to 5 Action Plans and up to 5 CAPERs

- _C_onsolidated _P_lan _M_anagement _P_rocess (CPMP)
- _[www.hud.gov/cpmp](http://www.hud.gov/cpmp)_
- Creates reusable format for the Strategic Plan, along with up to 5 Action Plans and up to 5 CAPERs

## HOPWA CPMP Elements

**HOPWA CPMP Elements**

**Captures both narrative and data elements**

## HOPWA Outcomes

- Expanded focus from outputs with outcomes—indicate the housing status of clients each year or as they leave the program

## The CPMP Tool can be submitted electronically (SF 424 and Certifications still require a signature and must be submitted on paper)
For assistance and submission send an email to CPMP@HUD.gov

- The CPMP Tool can be submitted electronically (SF 424 and Certifications still require a signature and must be submitted on paper)
- For assistance and submission send an email to CPMP@HUD.gov

## Revised APR for Competitive Projects

*Special Projects of National Significance* and other competitive grants to use extra funds for data collection to comply with new format
- Quick start on project data on client outcomes to help planning with formula programs
- Integrate with evaluations underway
- Implementation date to be set with future grant cycle in FY2005

## Revised APR

- Allow study on targeted special populations such as chronic homeless, post-incarcerated, colonias, rural, clients with multiple diagnoses
- Elements tied to new HMIS standards
- Info on Stewardship Units (use under 10-year commitments)
- Technical assistance on sharing evaluations

## Revised APR

- Focus on project and client outcomes to better determine the results for project activities
- Stable Housing
- Case Management
- Employment Services
- Leveraged Funds category by source and use
- Tracks the type of housing or service by sponsor
- Client effects shown in income/benefit changes

## New HOPWA Matrix codes 31 series to reflect Activity Type (e.g. Facility-Based Housing)
Design changes to be implemented in FY 2005-2006 with other CPD program edits
Internet accessibility, standard reports for grantees

- New HOPWA Matrix codes 31 series to reflect Activity Type (e.g. Facility-Based Housing)
- Design changes to be implemented in FY 2005-2006 with other CPD program edits
- Internet accessibility, standard reports for grantees

## A better housing situation, more appropriate to the person’s needs, in housing that is safe, decent and affordable  
Related health outcomes for persons with HIV, a direct connection of the housing base with life improvements from engaging in care.  
Reductions in disparities in access to care. 

- A better housing situation, more appropriate to the person’s needs, in housing that is safe, decent and affordable
- Related health outcomes for persons with HIV, a direct connection of the housing base with life improvements from engaging in care.
- Reductions in disparities in access to care.

## HUD Office of HIV/AIDS Housing
HOPWA@HUD.GOV 

HOPWA Website
www.hud.gov/offices/cpd/aidshousing

- HUD Office of HIV/AIDS Housing
- _[HOPWA@HUD.GOV](mailto:HOPWA@HUD.GOV)_
- HOPWA Website
- www.hud.gov/offices/cpd/aidshousing

## Webcast participants, send questions to hudtv@hud.gov or call in to (202) 708-6073

After webcast, forward questions to hopwa@hud.gov

Visit HOPWA’s website for additional information and tutorials located at www.hud.gov 

- Webcast participants, send questions to _[hudtv@hud.gov](mailto:hudtv@hud.gov)_ or call in to (202) 708-6073
- After webcast, forward questions to _[hopwa@hud.](mailto:hopwa@hud.gov)__[gov](mailto:hopwa@hud.gov)_
- Visit HOPWA’s website for additional information and tutorials located at _[www.hud.gov](http://www.hud.gov/)_