Client Demographics-Section G Yearly, As requested-can run quarterly to check data State CSBG Section G report – client demographic summary data. Agency client demographics (summary data). Run to ensure that all required CSBG and LIHEAP fields are completed. Start Date End Date Agency Contract year Contract number Program category Program Activity County NON CSBG Resources CSBG Funds ARRA Non CSBG Resources ARRA CSBG Funds Client Demographics-Details Yearly, As requested-can run quarterly to check data List all the clients that make up the summary data on the Section G report. Detail listing of the clients and demographic data captured; used to identify missing information from the client demographics page. Start Date End Date Agency Contract year Contract number Program category Program Activity County Client Demographics-Missing Family Details As requested-can run quarterly to check data List only individuals that have missing family demographic data (family type, housing). Detail listing of blank or invalid client data. Used to identify missing information from the client demographics page. Start Date End Date Agency Contract year Contract number Program category Program Activity County
Report Name/Frequency Description Common Usage Report Parameters Client Demographics-Missing Individual Details As requested-can run quarterly to check data List only individuals that have missing individual demographic data (ethnicity, race, gender, insurance, etc.) Detail listing of blank or invalid client data. Used to identify missing information from the client demographics page. Start Date End Date Agency Contract year Contract number Program category Program Activity County CSBG Monitoring Listing As requested by State CSBG Monitoring Team Listing of clients billed by program activity – grouped by program For use in state CSBG monitoring visits Start Date End Date Agency Contract Number Program Category Program Program Component Activity County Case Worker CSBG Monitoring Report As requested by State CSBG Monitoring Team Alphabetical listing of clients billed, by program activity, including demographic data required by CSBG contract For use in state CSBG monitoring visits Start Date End Date Agency Contract Number Program Category Program Program Component Activity County Case Worker Report Name/Frequency Description Common Usage Report Parameters
CSBG Monitoring Report-CARF Billing As requested by State CSBG Monitoring Team Listing of HOH/HOF billed for CARF, including total number of family members and number of CARF units billed for that family. For use in state CSBG monitoring visits. Need to complete intake, comprehensive assessment and referral for data to appear on report. Start Date End Date Agency Contract Number Program Category Program Program Component Activity (defaults to billing) County Case Worker CSBG Monitoring Report-CARF Billing no HOF As requested by State CSBG Monitoring Team Listing of billed clients where there is no HOF designated. Locate and correct missing HOF designation. Start Date End Date Agency Contract Number Program Category Program Program Component Activity (defaults to billing) County Case Worker Combined Referral Count Report Quarterly, yearly, or as needed Cumulative count of referrals by agency, category, program or standard name. Counts all referrals by selected agency, program, category, standard name. Used for end of year outcomes. Use to monitor if referrals are completed. Start Date End Date Agency Program Referral Organization Group by Exhibit B Monthly, yearly or as needed Lists aggregate counts and dollar amounts of ECIP benefits, grouped by fuel type, elderly, non elderly, disabled, includes unduplicated total households receiving ECIP benefits. List counts and dollar amounts of ECIP dollars paid and/or obligated. Part of monthly check reconciliation process. Used to track balance of contracts. Start Date End Date Year to Date Agency Contract Number Program Report Name/Frequency Description Common Usage Report Parameters
Exhibit C Yearly or as needed Listing of ECIP recipients; list name, payment amount, energy code. Detail listing of all clients who received ECIP payments; includes only paid transactions. Will not match monthly reports but should match end of year reports. Start Check Date End Check Date Date Add End Date Agency Program ECIP Type Exhibit E – Obligated No longer required but processed monthly to balance obligated total with Exhibit B obligated totals. Listing of ECIP obligations waiting for payment. Detail listing of clients who received ECIP pledges but have not been paid. Start decision date End decision date Year to date Agency Program Contract Option (summer/winter) Exhibit E – Paid No longer required but processed monthly to balance obligated total with Exhibit B obligated totals. Listing of ECIP transactions paid. Detail listing of clients whose ECIP pledge has been paid. Start decision date End decision date Year to date Agency Program Contract Option (summer/winter) Follow-up Form Quarterly, yearly List clients referred to organizations. Listing of clients by referral organization. Includes client name and SSN. Sent to the referral organization with request to identify clients who received services and send back to agency for input in MIS –Referral & Response Page. Start sent date End Sent date Agency Program Resource (staff person) External agency Phone number Report Name/Frequency Description Common Usage Report Parameters
LIHEAP Household Report Yearly, as requested Summary and Detail listing of households receiving ECIP benefits grouped by month. Summary page totals number of clients who received services by category and poverty levels. Detail pages list clients by month who received ECIP benefits. Run as part of month end process to check for over 135%. Start date End date Agency Program Program component Contract number ECIP type Status Listing of Clients Referred Quarterly, as requested List of clients by referral resource for follow-up of services. Listing of clients who received referrals. Used for follow-up on MIS Referral & Resource Page. Start sent date End sent date Agency Program County Resource (staff person) NPI Straight Count Quarterly, as requested Outcomes Reporting for NPI goals associated with contracts. Outcomes Reporting for NPI goals associated with contracts. Agency Program Contract Number Start Date End Date Goal Code Goal County NPI Straight Count Detail Quarterly, as requested Detail listing of clients who completed the NPI goals associated with contracts. Detail Listing of clients who completed the NPI goals associated with contracts. Agency Program Contract Number Start Date End Date Goal Code Goal County Report Name/Frequency Description Common Usage Report Parameters
Paid Vendor Transactions As needed List of client transactions paid to vendors. List of client transactions paid to vendors; can be run by specific vendor, program or contract. Used to assist with check/batch reconciliation. Check Start Date Check End Date Agency Contract Number Program Vendor Quick Counts As requested Summary of programs and services. Summary of programs and services. Agency Program Program component Service Start date End date Group by Format Drill down (*, true, false) Referral Status As requested List of referrals made by date range, agency, caseworker and status. Client listing by referral resource for follow-up of services in MIS Referral & Response Page. Helps identify status of referrals. Start sent date End sent date Agency Program County Group by Resource (staff person) Service Use by Contract Month End, Year End As Needed Lists aggregate services, units or activities for specified contract or contracts; grouped by activity or type of service. Check balances and counts (number of clients served) on specific contracts. Start date End date Agency Contract number Program category Program Program component Activity County Resource Report Name/Frequency Description Common Usage Report Parameters
Service Use by Participant Month End, Year End As Needed Lists individual clients (name, date and type of service) who received services or activities for specified contract or contracts. Listing of clients who participated in contracts; detailed list to support Service Use by Contract; for payment programs – separates paid amounts from obligated. Also can be pulled by staff worker to track productivity. Start date End date Agency Contract number Program category Program Program component Activity County Case Worker Unbatched Approved Transactions As Needed List transactions that have been approved but not batched for processing/payment. Identifies transactions that are have not been processed for payment. Can be used as part of month end process to verify all transactions entered for program. Date Add Start Date Date Add End Date Agency Contract Number Program Vendor Vendor Payment Whenever transactions are batched for processing and/or payment (weekly) Lists all transactions for specified vendors. Listing of all transactions (approved, paid, denied, pending, cancelled) by vendor. Part of batch and check reconciliation process. Used to verify for valid SSN, account, dates, payments, etc. Also used to verify transactions with vendors to ensure entry in MIS for payment. Date Add Start Date Date Add End Date Agency Contract Number Program Status Vendor Hide SSN