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HUD St Standards for Su Success Puttin ing It It Together: Data Colle llection and Reporting Usin ing in inForm Virtual Conference August 23, 2017 Todays Presenter D. Rob Haley PhD, MBA, MHS Co-Founder and Executive Vice President

  1. HUD St Standards for Su Success Puttin ing It It Together: Data Colle llection and Reporting Usin ing in inForm Virtual Conference August 23, 2017

  2. Today’s Presenter D. Rob Haley PhD, MBA, MHS Co-Founder and Executive Vice President StrategyGen 2 DU203NP-15-D-03/049115500498

  3. Obje jectiv ives of Se Sess ssio ion 1. Provide an integrated view of activities to collect and report data to HUD 2. Deepen understanding of inForm tool 3. Answer questions 3 DU203NP-15-D-03/049115500498

  4. Background 4 DU203NP-15-D-03/049115500498

  5. Previ vious Virt irtual l Co Conferences Focused on Data Elem lements Focus Areas for Participant Self Sufficiency Services and Status Focus Areas Employment Education Financial Participant Centered Health Housing Grant Award Data Elements Participant Descriptive Data Elements 5

  6. Data Co Coll llectio ion and Report rtin ing Collect Data Elements Submit Reports October 1 October 30 6 DU203NP-15-D-03/049115500498

  7. Train inin ing regardin ing inF inForm Tool 7 DU203NP-15-D-03/049115500498

  8. Data Collection and Reporting 8 DU203NP-15-D-03/049115500498

  9. Coll Co llectin ing Data Determine if data element is relevant to your program Increase understanding of data element Gather Participant information Record appropriate response options 9 DU203NP-15-D-03/049115500498

  10. Preparin ing for r Report rtin ing • What is the identifying information for my program? • Who are the Participants in my HUD program? • What is descriptive information for each Participant? • With whom have I talked? • What is the status or situation of each Participant? • Who received what services? • Did the Participant’s status change? 10 DU203NP-15-D-03/049115500498

  11. Usin sing th the inF inForm Tool 11 DU203NP-15-D-03/049115500498

  12. Grantee Su Submis issio ion Process Source: Grant Solutions 12 DU203NP-15-D-03/049115500498

  13. Usin sing th the inF inForm Tool 13 DU203NP-15-D-03/049115500498

  14. Form rm Se Selec lectio ion 14 DU203NP-15-D-03/049115500498

  15. Report rt Perio riod Reporting Period End Date Reporting Period Beginning Date Collect Data Elements Submit Reports October 1 October 30 15 DU203NP-15-D-03/049115500498

  16. Form rm Se Selec lectio ion (c (conti tinued) 16 DU203NP-15-D-03/049115500498

  17. Report rts Se Sectio tion 17 DU203NP-15-D-03/049115500498

  18. Co Cover Page and Household ld Id Identif ifie ier 18 DU203NP-15-D-03/049115500498

  19. Cover Page Section 19 DU203NP-15-D-03/049115500498

  20. Ca Catalo log of f Federal l Domestic ic Ass ssis istance Number r (C (CFDA) 20 DU203NP-15-D-03/049115500498

  21. Co Cover Page – Grant Award In Inform rmatio ion 21 DU203NP-15-D-03/049115500498

  22. CF CFDA Number 14.870 22

  23. Household Identifier Section 23 DU203NP-15-D-03/049115500498

  24. Household ld and Perso son Id Identif ifie iers Uniq ique with ithin in each Grant Award Person ID 5TU Household ID 1A Person ID 6TU Person ID 7TU Grant Award ROSS 170001-01-00 Person ID 8TU Household ID 2A Person ID 9TU ROSS NOFA Household ID CD1 Person ID G15H Awards Person ID G16H Grant Award ROSS Household ID CD2 170001-02-00 Person ID G17H Household ID CD3 Person ID G18H Grant Award ROSS Household ID 49XC Person ID 111W 170001-03-00 24 DU203NP-15-D-03/049115500498

  25. Household ld with ith Multip ltiple le Part rtic icip ipants 25 DU203NP-15-D-03/049115500498

  26. Hypothetical Participant – Glo loria Meet Gloria, a Hypothetical Participant • Recently turned 65-year-old single female • Lives in an apartment outside Denver, Colorado • Self-identifies as Latino • Actively participates in Program and receives services • Became employed at the local mall while in the Program 26

  27. Data Co Coll llectio ion Date Data Collection Date - date when data regarding a Participant was first collected Reporting Period Beginning Date Reporting Period End Date Collect Data Elements Submit Reports Data Collection Date 27 DU203NP-15-D-03/049115500498

  28. Data Co Coll llectio ion Date 28 DU203NP-15-D-03/049115500498

  29. Part rtic icip ipant St Status Co Code 29 DU203NP-15-D-03/049115500498

  30. Eth thnic icit ity Co Code 30 DU203NP-15-D-03/049115500498

  31. Race Co Code 31 DU203NP-15-D-03/049115500498

  32. Gender Co Code 32 DU203NP-15-D-03/049115500498

  33. Head of f Household ld Co Code 33 DU203NP-15-D-03/049115500498

  34. Temporary ry Ass ssis istance to Needy Famil ilie ies (T (TANF) ) Co Code 34 DU203NP-15-D-03/049115500498

  35. Se Servi vice St Start Date and Se Servi vice End Date Service Start Date Service End Date • • Date Participant Date the Participant’s begins receiving grant-funded services service or benefits were completed or terminated 35 DU203NP-15-D-03/049115500498

  36. Se Servi vice St Start and End Date – Appli licable le Se Servi vices • • ESL Class Service Housing Retention Service • • Career Guidance Service Household Skills/Life Skills Service • • Self-Directed Job Search Assistance Needs Assessment Service • • Service Service Coordination Service • • Work Readiness Assistance Service Parenting Skills Service • • Occupational Skills Training Service 3 to 5 Years Childhood Education • • Job Development Service Service • • Job Retention Service High School/GED Preparation Service • • Fair Housing and Civil Rights Assistance Post-Secondary/College Education • • Service Service • • Tax Preparation Service Shelter Placement Service • • Financial Account Creation Service Temporary Housing Placement Service • • Legal Assistance Service Permanent Housing Placement • Financial Education Service Service • • Pre-Housing Counseling Service Independent Living Service • • Post-Housing Counseling Service Transportation Assistance Service • • Food and Nutrition Service HIV/AIDS Service • • Conflict Resolution Service Adult Personal Assistance Service • • Translation/Interpretation Service Legal Assistance Type Service 36 DU203NP-15-D-03/049115500498

  37. Se Servi vice St Start Date and Se Servi vice End Date 37 DU203NP-15-D-03/049115500498

  38. Healt lth Co Coverage Co Code 38 DU203NP-15-D-03/049115500498

  39. Emplo loyment St Status Co Code 39 DU203NP-15-D-03/049115500498

  40. Entered Emplo loyment Date 40 DU203NP-15-D-03/049115500498

  41. Emplo loyment Type St Status Co Code Less Full-Time than 35 Hours/ Employee Week 35 Hours or Part-Time More/ Employee Week 41 DU203NP-15-D-03/049115500498

  42. Emplo loyment Type St Status Co Code 42 DU203NP-15-D-03/049115500498

  43. Month thly ly Paid id Earnin ings Amount 43 DU203NP-15-D-03/049115500498

  44. Prim rimary ry Ca Care Provid vider 44 DU203NP-15-D-03/049115500498

  45. Medic ical l Examin inatio ion St Status Co Code 45 DU203NP-15-D-03/049115500498

  46. Sa Savin ing In Inform rmatio ion 46 DU203NP-15-D-03/049115500498

  47. Vali lidate 47 DU203NP-15-D-03/049115500498

  48. Ce Cert rtify ify Click to Sign 48 DU203NP-15-D-03/049115500498

  49. Submit Su it 49 DU203NP-15-D-03/049115500498

  50. When can I I change in inform rmatio ion in in th the report? After submitting and Before submitting After certifying before Grantor approval • New/Revise/Edit • Uncertify • Unsubmit • Make edits • Make edits • Save, revalidate and • Save, revalidate, recertify recertify, and resubmit 50 DU203NP-15-D-03/049115500498

  51. Pil ilot t Program Dates Source: HUD Exchange Website 51 DU203NP-15-D-03/049115500498

  52. Report rt su submis issio ion due date 52 DU203NP-15-D-03/049115500498

  53. Summary 53 DU203NP-15-D-03/049115500498

  54. Su Summary ry • The inForm tool and other select tools only present data elements relevant to your Program. • All Grant Award and Participant Descriptive data elements apply to all grants. • Collecting and entering data into the inForm tool or other data management system at regular intervals during the year facilitates complete and accurate reporting of information. • If a Participant’s situation changes during the reporting period, record the most recent status of the Participant. • The inForm tool offers multiple options for changing data in a report. • The dates for submitting data to HUD for reporting purposes are October 1 – October 30, 2017. The report submission due date is October 30, 2017. 54 DU203NP-15-D-03/049115500498

  55. Co Contact In Inform rmatio ion for r th the inF inForm Tool For: For: • Requests for new inForm • Requests for reminders of accounts usernames • “How - to” questions • Password resets • Questions regarding regarding steps to use the tool inForm’s technology • Standards for Success general questions and feedback AskGMO@hud.gov help@grantsolutions.gov 202-401-5282 or 1-866-577-0771 55

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