"Logic Model" Grant Performance Report Standard

HUD Master Model

SHOP Self-Help Homeownership Opportunities Program

To facilitate and encourage innovative homeownership opportunities on a national geographic diverse basis through self-help housing programs that requires a significant amount of sweat equity by the homebuyer toward construction or rehabilitation of the dwelling.

Need Statements

Need for Housing

There is a need to provide low-income persons with the opportunity for homeownership by using sweat equity and volunteer labor to lower the cost of the unit.

There is a need to develop self-help housing in designated areas at an average cost of $15,000 or less per unit for land acquisition and/or infrastructure improvements.

Activities and Outputs

Business opportunities-Other – Dollars	Dollars
Business opportunities-Other –Businesses	Businesses
Business opportunities-Section 3 – Businesses	Businesses
Business opportunities-Section 3 – Dollars	Dollars
Employment opportunities-Other – Available jobs	Available jobs
Employment opportunities-Other – Persons	Persons
Employment opportunities-Section 3 – Available jobs	Available jobs
Employment opportunities-Section 3 – Persons	Persons
Housing constructed	Units
Housing constructed – Sweat Equity	Hours
Housing constructed – Volunteer Labor	Hours
Housing rehabilitated	Units
Housing rehabilitated – Sweat Equity	Hours
Housing rehabilitated – Volunteer Labor	Hours
Training Opportunities-Other	Persons
Training Opportunities-Section 3	Persons
Other	Other

Outcomes and Indicators

Average increased homeownership rate*	Percentage
Average increased property tax	Dollars
Average reduced sales price from 1-10% - Dollars	Dollars
Average reduced sales price from 1-10% – Units	Units
Average reduced sales price from 11-30% - Dollars	Dollars
Average reduced sales price from 11-30% - Units	Units
Average reduced sales price greater than 30% - Dollars	Dollars
Average reduced sales price greater than 30% - Units	Units
Business opportunities-Other – Businesses	Businesses
Business opportunities-Other – Dollars	Dollars
Business opportunities-Section 3 – Businesses	Businesses
Business opportunities-Section 3 – Dollars	Dollars
Employment opportunities-Other – Available jobs	Available jobs
Employment opportunities-Other – Persons	Persons
Employment opportunities-Section 3 – Available jobs	Available jobs
Employment opportunities-Section 3 – Persons	Persons
Increased housing stability-average decreased housing costs**	Dollars
Increased housing stability-average increased assets in savings**	Dollars
Training Opportunities-Other	Persons
Training Opportunities-Section 3	Persons
Other	Other

*This is the average percentage increase of additional homeowner units in the community.

**This is the average percentage of reduced housing costs to the families or increased assets to the families.

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 scale(s)

Phone log

Plans

Pre-post tests

Post tests

Program specific form(s)

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 Questions To Evaluate Your Program

1. How many dwelling units were constructed?

2. How many dwelling units were rehabilitated?

3. What was the average number of sweat equity hours contributed to the program?

4. What was the average dollar value of sweat equity hours contributed to the program?

5. What was the average number of volunteer hours contributed to the program?

6. What was the average dollar value of volunteer hours contributed to the program?

7. How much money was saved as a result of the reduced sales price of homes constructed?

8. How much money was saved as a result of the reduced sales price of homes rehabilitated?

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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