"Logic Model" Grant Performance Report Standard

HUD Master Models Technical Assistance

Technical Assistance – McKinney-Vento Homeless Assistance, HOME, CHDO (HOME), HOPWA, Youthbuild

Need Statement

There is a need to increase/improve the number of agencies that achieve and maintain compliance with applicable Federal, State, and local statutes, regulations, and requirements and a need to increase/improve compliance with financial management, performance reporting requirements, and productivity.

Activities and Outputs

Training workshops – attendance	Persons
Training workshops – direct training	Hours
Training workshops – training	Hours
Training workshops	Workshops
Other	Other

Outcomes and Indicators

Improved performance rating for grantees who received training	Rating Score
Participant knowledge improved after workshop	Test Score
Reduction in monitoring findings for grantees who received training	Rating Score
Timely performance and production without problems	Rating Score
Other	Other

Measurement Tools

A. Tools for Measurement

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 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 Collection

Daily

Weekly

Monthly

Quarterly

Biannually

Annually

Upon incident

Other

E. Processing of Data

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

1. How many grantees showed a reduction in monitoring findings?

2. How many grantees showed an improved performance rating?

3. How many grantees showed timely performance and production?

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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