"Logic Model" Grant Performance Report Standard

HUD Master Models Housing Counseling Training Program

This program supports, under cooperative agreements with HUD, the delivery of a broad array of training activities for counselors from HUD-approved housing counseling agencies. The primary objective of the program is to improve and standardize the quality of counseling provided by housing counselors working with HUD-approved housing counseling agencies.

Need Statements

To provide additional training opportunities for housing counseling agencies.

To increase the number of locations in which quality housing counseling training is offered nationwide.

To provide tuition, travel and lodging assistance to housing counseling agencies for the purpose of making quality housing counseling training affordable.

To improve the quality of housing counseling nationwide.

To standardize housing counseling nationwide.

Activities and Outputs

Enrolled in the “General Housing Counseling Course”	counselors
Enrolled in the “Credit Counseling for Prospective Homeowners Course”	counselors
Enrolled in the “Matching Clients with Loan Products Course”	counselors
Enrolled In the “Home Buyer Education Program Course”	counselors
Enrolled in the “Section 8 Homeownership Course”	counselors
Enrolled in the “Helping Homeowners Avoid Delinquency Course”	counselors
Enrolled in the “Predatory Lending Course”	counselors
Enrolled in the “Foreclosure Prevention Course”	counselors
Enrolled in the “Home Equity Conversion Mortgage (HECM) Course”	counselors
Enrolled in the “Home Maintenance and Financial Management for New Homeowners”	counselors
Enrolled in the “Counseling Individuals and Families who are Homeless or at Risk Course”	counselors
Enrolled in the “Counseling Disaster Victims Course”	counselors
Enrolled in the “FHA Course”	counselors
Enrolled in the “Counselors taking exam for certification”	counselors
Enrolled in the “Counselors completing pre and post training competency test”	counselors
Total # of course enrollments”	counselors
Lodging scholarships”	counselors
Travel scholarships	counselors
Tuition scholarships	counselors
Full scholarships (lodging, travel & tuition)	counselors
Other	Other

Outcomes

Completed “Foreclosure Prevention Course”	counselors
Completed “General Housing Counseling Course”	counselors
Completed “Home Buyer Education Program Course”	counselors
Completed “Home Equity Conversion Mortgage (HECM) Course”	counselors
Completed “Home Maintenance and Financial Mgt. for New Homeowners Course”	counselors
Completed “Matching Clients with Loan Products Course”	counselors
Completed “Predatory Lending Course”	counselors
Completed “Section 8 Homeownership Course”	counselors
Completed “ Helping Homeowners Avoid Delinquency Course”	counselors
Completed “Counseling Individuals/Families who are Homeless or at Risk Course”	counselors
Completed “Credit Counseling for Prospective Homeowners Course”	counselors
Completed “Disaster Victims Course”	counselors
Completed “FHA Course”	counselors
Counselors passing exam and receiving certification	counselors
Improvement in score from Pre-test to Post test	counselors
Positive course evaluations	counselors
Positive follow-up responses to course effectiveness	counselors
States where training occurred	states
Total # of completed courses	counselors
Other	Other

Measurement Tools

A. Tools to Track Outputs and Outcomes

Bank accounts

Construction log

Database

Enforcement log

Financial aid log

Intake log

Interviews

Mgt. Info. System-automated

Mgt. Info. System-manual

Outcome scales

Phone log

Plans

Pre-post tests

Post tests

Program specific forms

Questionnaire

Recruitment log

Survey

Technical assistance log

Time sheets

Other

B. Where Data are Maintained

Agency database

Centralized database

Individual case records

Local precinct

Public database

School

Specialized database

Tax Assessor database

Training center

Other

C. Source of Data

Audit report

Business licenses

Certificate of Occupancy

Code violation reports

Counseling reports

Employment records

Engineering reports

Environmental reports

Escrow accounts

Financial reports

GED certification/diploma

Health records

HMIS

Inspection results

Lease agreements

Legal documents

Loan monitoring reports

Mortgage documents

Payment vouchers

Permits issued

Placements

Progress reports

Referrals

Sale documents

Site reports

Statistics

Tax assessments

Testing results

Waiting lists

Work plan reports

Other

D. Frequency of Data Collection

Daily

Weekly

Monthly

Quarterly

Biannually

Annually

Upon incident

Other

E. Process of Collection and Reporting

Computer spreadsheets

Flat file database

Manual tallies

Relational database

Statistical database

Other

Evaluation Process – These are standard requirements that HUD will expect every program manager receiving a grant to do as part of their project management.

• An evaluation process will be part of the on-going management of the program.

• Comparisons will be made between projected and actual numbers for both outputs and outcomes.

• Deviations from projected outputs and outcomes will be documented and explained.

• Analysis of data to determine the relationship of outputs to outcomes; what outputs produce which outcomes.

HUD Will Use The Following Management Questions To Evaluate Your Program

Choose the questions applicable to the proposed work plan.

1. What is the estimated dollar cost, average and total, that participating agencies incur for these trainings?

2. What is the average cost to HUD per counselor trained?

3. What is the average scholarship (lodging, travel and/or tuition) amount per counselor trained?

Carter-Richmond Methodology

The above Management Questions developed for your program are based on the Carter-Richmond Methodology1. A description of the Carter-Richmond Methodology appears in the General Section of the NOFA.

1© The Accountable Agency – How to Evaluate the Effectiveness of Public and Private Programs,” Reginald Carter, ISBN Number 9780978724924.

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