Refugee Individual Development Accounts (IDA) Program Indicators

Refugee IDA Program Indicators Instructions

Grantee and Report Information:

Box A1: Grantee Name – Please insert the name of the grantee organization.

Box A2: Grant Number – Please insert the grant number (e.g., 90ZIxxxx)

Box H1: Reporting Period – Insert the reporting period this report covers. (i.e., for the first quarter report, enter: 9/30/17 – 12/31/17)

Box H2: Budget Period – Insert the reporting period this report covers. (i.e. for a first or second quarter report, enter 9/30/17 – 12/31/17)

Recruitment & Enrollment

Box B6-E6: Number of Individual Savings Plan Agreements Signed – Enter the number of Savings Plan Agreements (SPA) that were signed for Individual Accounts during each quarter. Insert “0” if no SPAs were signed during the quarter. If a reporting quarter has not occurred yet, leave blank.

Box F6: Cumulative Fiscal Year – No action required.

Box G6: Annual Goal – Insert the Annual Goal for Individual SPAs signed. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H6: Cumulative Project Period – Insert the cumulative number of Individual SPAs signed for the 3-year project period.

Box I6: Goal Project Period – Insert the 3-year project period goal for Individual SPAs signed.

Box B7-E7: Number of Individual IDAs Opened – Enter the number of IDAs opened for individual clients during each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F7: Cumulative Fiscal Year – No action required.

Box G7: Annual Goal – Insert the Annual Goal for Individual IDAs opened. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H7: Cumulative Project Period – Insert the cumulative number of Individual IDAs opened for the 3-year project period.

Box I7: Goal Project Period – Insert the 3-year project period goal for Individual IDAs opened.

Box B8-E8: Number of Household Savings Plan Agreements Signed – Enter the number of Savings Plan Agreements (SPA) that were signed for Household Accounts during each quarter. Insert “0” if no SPAs were signed during the quarter. If a reporting quarter has not occurred yet, leave blank.

Box F8: Cumulative Fiscal Year – No action required.

Box G8: Annual Goal - Insert the Annual Goal for Household SPAs signed. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H8: Cumulative Project Period – Insert the cumulative number of Household SPAs signed for the three-year project period.

Box I8: Goal Project Period – Insert the 3-year project period goal for Household SPAs signed.

Box B9-E9: Number of Household IDAs Opened – Enter the number of IDAs opened for household clients at banks during each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F9: Cumulative Fiscal Year. No action required.

Box G9: Annual Goal – Insert the Annual Goal for Household IDAs Opened. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H9: Cumulative Project Period – Insert the cumulative number of Household IDAs opened for the three-year project period.

Box I9: Goal Project Period – Insert the 3-year project period goal for Household IDAs opened.

Box B11-E11: Number of IDAs Opened for Vehicle Purchase – Enter the number of IDAs opened for the purpose of purchasing vehicles for each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F11: Cumulative Fiscal Year – No action required.

Box G11: Annual Goal – Insert the Annual Goal for the Number of IDAs opened for vehicle purchases. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H11: Cumulative Project Period – Insert the cumulative number of Vehicle IDAs opened for the three-year project period. If a reporting quarter has not occurred yet, leave blank.

Box I11: Goal Project Period – Insert the 3-year project period goal for Vehicle IDAs opened.

Box B12-E12: Total Match Funds Obligated for Vehicle IDAs – Enter the total match funds obligated ($) to match IDAs opened for the purpose of purchasing vehicles for each quarter. Include both Individual and Household IDAs. If a reporting quarter has not occurred yet, leave blank.

Box F12: Cumulative Fiscal Year – No action required.

Box G12: Annual Goal – Insert the Annual Goal for the match funds obligated ($) for Vehicle IDAs. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H12: Cumulative Project Period – Insert the cumulative match funds obligated ($) for Vehicle IDAs for the three-year project period. If a reporting quarter has not occurred yet, leave blank.

Box I12: Goal Project Period – Insert the 3-year project period goal for match funds obligated for Vehicle IDAs.

Box B14-E14: Number of IDAs Opened for Home Purchase – Enter the number of IDAs opened for the purpose of purchasing vehicles for each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F14: Cumulative Fiscal Year – No action required.

Box G14: Annual Goal – Insert the Annual Goal for the Number of IDAs opened for home purchases. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H14: Cumulative Project Period – Insert the cumulative number of Home IDAs opened for the three-year project period.

Box I14: Goal Project Period – Insert the 3-year project period goal for Home IDAs opened.

Box B15-E15: Total Match Funds Obligated for Home IDAs – Enter the total match funds obligated ($) to match IDAs opened for the purpose of purchasing vehicles for each quarter. Include both Individual and Household IDAs. If a reporting quarter has not occurred yet, leave blank.

Box F15: Cumulative Fiscal Year – No action required.

Box G15: Annual Goal – Insert the Annual Goal for the match funds obligated ($) for Home IDAs. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H15: Cumulative Project Period – Insert the cumulative match funds obligated ($) for Home IDAs for the three-year project period.

Box I15: Goal Project Period – Insert the 3-year project period goal for match funds obligated for Home IDAs.

Box B17-E17: Number of IDAs Opened for Microenterprise Purchase – Enter the number of IDAs opened for the purpose of Microenterprise purchases for each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F17: Cumulative Fiscal Year – No action required.

Box G17: Annual Goal – Insert the Annual Goal for the Number of IDAs opened for vehicle purchases. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H17: Cumulative Project Period – Insert the cumulative number of Microenterprise IDAs opened for the three-year project period.

Box I17: Goal Project Period – Insert the 3-year project period goal for Microenterprise IDAs opened.

Box B18-E18: Total Match Funds Obligated for Microenterprise IDAs – Enter the total match funds obligated ($) to match IDAs opened for the purpose of purchasing microenterprises for each quarter. Include both Individual and Household IDAs. If a reporting quarter has not occurred yet, leave blank.

Box F18: Cumulative Fiscal Year – No action required.

Box G18: Annual Goal – Insert the Annual Goal for the match funds obligated ($) for Microenterprise IDAs. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H18: Cumulative Project Period – Insert the cumulative match funds obligated ($) for Microenterprise IDAs for the three-year project period.

Box I18: Goal Project Period – Insert the 3-year project period goal for match funds obligated for Microenterprise IDAs.

Box B20-E20: Number of IDAs Opened for Education Purchase – Enter the number of IDAs opened for the purpose of education purchases for each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F20: Cumulative Fiscal Year – No action required.

Box G20: Annual Goal – Insert the Annual Goal for the Number of IDAs opened for education purchases. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H20: Cumulative Project Period – Insert the cumulative number of Education IDAs opened for the three-year project period.

Box I20: Goal Project Period – Insert the 3-year project period goal for Education IDAs opened.

Box B21-E21: Total Match Funds Obligated for Education IDAs – Enter the total match funds obligated ($) to match IDAs opened for the purpose of education purchases for each quarter. Include both Individual and Household IDAs. If a reporting quarter has not occurred yet, leave blank.

Box F21: Cumulative Fiscal Year – No action required.

Box G21: Annual Goal – Insert the Annual Goal for the match funds obligated ($) for Education IDAs. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H21: Cumulative Project Period – Insert the cumulative match funds obligated ($) for Education IDAs for the three-year project period.

Box I21: Goal Project Period – Insert the 3-year project period goal for match funds obligated for Education IDAs.

Box B23-E23: Total Number of IDAs Opened – Enter the total number of IDAs opened each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F23: Cumulative Fiscal Year – No action required.

Box G23: Annual Goal – Insert the Annual Goal for the Total Number of IDAs opened, including both individual and household accounts. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H23: Cumulative Project Period – Insert the cumulative number of IDAs opened for the three-year project period.

Box I23: Goal Project Period – Insert the 3-year project period goal for total IDAs opened.

Box B24-E24: Total Match Funds Obligated for IDAs – Enter the total match funds obligated ($) to match IDAs for each quarter. Include both Individual and Household IDAs. If a reporting quarter has not occurred yet, leave blank.

Box F24: Cumulative Fiscal Year – No action required.

Box G24: Annual Goal – Insert the Annual Goal for the match funds obligated ($) for all IDAs. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H24: Cumulative Project Period – Insert the cumulative match funds obligated ($) for matching all IDAs for the three-year project period.

Box I24: Goal Project Period – Insert the 3-year project period goal for match funds obligated for all IDAs.

Box B25-E25: Total number of individuals enrolled in the program identifying as Male. Exclude minor dependents. Insert the appropriate number of Males enrolled for each quarter. If a reporting quarter has not occurred yet, leave blank.

Box B26-E26: Total number of individuals enrolled in the program identifying as Female. Exclude minor dependents. Insert the appropriate number of Females enrolled for each quarter. If a reporting quarter has not occurred yet, leave blank.

Box B27-E27: Total number of individuals enrolled in the program identifying as Unspecified or another gender identity. Exclude minor dependents. Insert the appropriate number of Unspecified or another gender identity enrolled for each quarter. If a reporting quarter has not occurred yet, leave blank.

Training & Technical Assistance

Box B30-E30: Number of clients completing financial literacy training – Enter the total number of clients who have completed financial literacy training.

Box F30: Cumulative Fiscal Year – No action required.

Box G30: Annual Goal – Insert the Annual Goal for the total number of clients who you anticipate will complete financial literacy training. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H30: Cumulative Project Period – Insert the cumulative number of people who have completed financial literacy training for the three-year project period.

Box I30: Goal Project Period – Insert the 3-year project period goal for the number of people who you anticipate will complete financial literacy training.

Box B31-E31: Total Number of hours of financial literacy training completed – Enter the total number of hours of financial literacy training completed each quarter. Include both Individual and Household IDAs. (e.g., If 10 individuals completed a one-hour classes in Quarter 1, a total of 10 hours have been completed in Quarter 1). If a reporting quarter has not occurred yet, leave blank.

Box F31: Cumulative Fiscal Year – No action required.

Box G31: Annual Goal – Insert the Annual Goal for the number of hours of financial literacy training to be completed by clients. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H31: Cumulative Project Period – Insert the cumulative number of hours of financial literacy training completed by all clients during the three-year project period.

Box I31: Goal Project Period – Insert the 3-year project period goal for financial literacy training hours completed.

Box B32-E32: Total number of clients completing asset-specific training – Enter the total number of clients who have completed financial literacy training.

Box F32: Cumulative Fiscal Year – No action required.

Box G32: Annual Goal – Insert the Annual Goal for the total number of clients who you anticipate will complete asset-specific training. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H32: Cumulative Project Period – Insert the cumulative number of people who have completed asset-specific training for the three-year project period. If a reporting quarter has not occurred yet, leave blank.

Box I32: Goal Project Period – Insert the 3-year project period goal for the number of people who will complete asset-specific training.

Box B33-E33: Total Number of hours of asset-specific training completed – Enter the total number of hours of asset-specific training completed each quarter. Include both Individual and Household IDAs. (e.g., If 10 individuals completed a one-hour classes in Quarter 1, a total of 10 hours have been completed in Quarter 1).

Box F33: Cumulative Fiscal Year – No action required.

Box G33: Annual Goal – Insert the Annual Goal for the number of hours of asset-specific training you anticipate will be completed by clients. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H33: Cumulative Project Period – Insert the cumulative number of hours of asset-specific training completed by all clients during the three-year project period.

Box I33: Goal Project Period – Insert the 3-year project period goal for asset-specific training hours completed.

Box B34-E34: Total Number of hours of technical assistance provided– Enter the total number of hours of technical assistance provided to clients each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F34: Cumulative Fiscal Year – No action required.

Box G34: Annual Goal – Insert the Annual Goal for the number of hours of technical assistance you anticipate providing to clients. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H34: Cumulative Project Period – Insert the cumulative number of hours of technical assistance provided to all clients during the three-year project period.

Box I34: Goal Project Period – Insert the 3-year project period goal for technical assistance hours provided. This number should be consistent with the original grant proposal and/or the approved continuation application.

Asset Purchases

Box B38-E38: Total Number of homes purchased– Enter the total number of homes purchased each quarter.

Box F38: Cumulative Fiscal Year – No action required.

Box G38: Annual Goal – Insert the Annual Goal for the number of homes purchased. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H38: Cumulative Project Period – Insert the cumulative number homes purchased during the three-year project period.

Box I38: Goal Project Period – Insert the 3-year project period goal for homes purchased.

Box B39-E39: Total Number of Homes purchased by individuals identifying as Male – For each quarter, insert the number homes purchased by individuals identifying as Male. If a reporting quarter has not occurred yet, leave blank.

Box B40-E40: Total Number of Homes purchased by individuals identifying as Female – For each quarter, insert the number homes purchased by individuals identifying as Female. If a reporting quarter has not occurred yet, leave blank.

Box B41-E41: Total Number of Homes purchased by individuals identifying as Unspecified or another gender identity – For each quarter, insert the number homes purchased by individuals identifying as Unspecified or another gender identity. If a reporting quarter has not occurred yet, leave blank.

Box B42-E42: Total Savings and Match ($) used to purchase Home assets– Enter the total dollar amount of IDA Match and Savings used to purchase home assets in this period only. Include any additional savings used. Do not include loans obtained to purchase the home. If a reporting quarter has not occurred yet, leave blank.

Box F42: Cumulative Fiscal Year – No action required.

Box G42: Annual Goal – Insert the Annual Goal for the total dollar amount of IDA Match and Savings to be used to purchase home assets. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H42: Cumulative Project Period – Insert the cumulative dollar amount of IDA Match and Savings used to purchase home assets during the three-year project period.

Box I42: Goal Project Period – Insert the 3-year project period goal for the dollar amount of IDA Match and Savings to be used to purchase home assets.

Box B43-E43: Total value of homes purchased– Enter the total value ($) of homes for any homes purchased in each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F43: Cumulative Fiscal Year – No action required.

Box G43: Annual Goal – Insert the Annual Goal for total value of homes purchased. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H43: Cumulative Project Period – Insert the cumulative value of homes purchased during the three-year project period.

Box I43: Goal Project Period – Insert the 3-year project period goal for the value of homes purchased.

Box B45-E45: Total Number of Microenterprise Assets Purchased– Enter the total number of Microenterprise Assets purchased each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F45: Cumulative Fiscal Year – No action required.

Box G45: Annual Goal – Insert the Annual Goal for the number of microenterprise assets purchased. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H45: Cumulative Project Period – Insert the cumulative number of microenterprise assets purchased during the three-year project period.

Box I45: Goal Project Period – Insert the 3-year project period goal for microenterprise assets purchased.

Box B46-E46: Total Number of Microenterprise Assets purchased by individuals identifying as Male – For each quarter, insert the number homes purchased by individuals identifying as Male. If a reporting quarter has not occurred yet, leave blank.

Box B47-E47: Total Number of Microenterprise Assets purchased by individuals identifying as Female – For each quarter, insert the number homes purchased by individuals identifying as Female. If a reporting quarter has not occurred yet, leave blank.

Box B48-E48: Total Number of Microenterprise Assets purchased by individuals identifying as Unspecified or another gender identity – For each quarter, insert the number homes purchased by individuals identifying as Unspecified or another gender identity. If a reporting quarter has not occurred yet, leave blank.

Box B49-E49: Total Savings and Match ($) used to purchase Microenterprise assets– Enter the total dollar amount of IDA Match and Savings used to purchase the home asset. Include any additional savings used. Do not include loans obtained to purchase the home. If a reporting quarter has not occurred yet, leave blank.

Box F49: Cumulative Fiscal Year – No action required.

Box G49: Annual Goal – Insert the Annual Goal for the total dollar amount of IDA Match and Savings to be used to purchase microenterprise assets. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H49: Cumulative Project Period – Insert the cumulative dollar amount of IDA Match and Savings used to purchase microenterprise assets during the three-year project period.

Box I49: Goal Project Period – Insert the 3-year project period goal for the dollar amount of IDA Match and Savings to be used to purchase microenterprise assets.

Box B50-E50: Total value of microenterprise assets purchased– Enter the total value ($) of microenterprise assets purchased each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F50: Cumulative Fiscal Year – No action required.

Box G50: Annual Goal – Insert the Annual Goal for total value of microenterprise assets purchased. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H50: Cumulative Project Period – Insert the cumulative value of microenterprise assets purchased during the three-year project period.

Box I50: Goal Project Period – Insert the 3-year project period goal for the value of microenterprise assets purchased.

Box B52-E52: Total Number of Education Assets Purchased– Enter the total number of Education Assets purchased each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F52: Cumulative Fiscal Year – No action required.

Box G52: Annual Goal – Insert the Annual Goal for the number of education assets purchased. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H52: Cumulative Project Period – Insert the cumulative number of education assets purchased during the three-year project period.

Box I52: Goal Project Period – Insert the 3-year project period goal for education assets purchased.

Box B53-E53: Total Number of Education Assets purchased by individuals identifying as Male – For each quarter, insert the number homes purchased by individuals identifying as Male. If a reporting quarter has not occurred yet, leave blank.

Box B54-E54: Total Number of Education Assets purchased by individuals identifying as Female – For each quarter, insert the number homes purchased by individuals identifying as Female. If a reporting quarter has not occurred yet, leave blank.

Box B55-E55: Total Number of Education Assets purchased by individuals identifying as Unspecified or another gender identity – For each quarter, insert the number homes purchased by individuals identifying as Unspecified or another gender identity. If a reporting quarter has not occurred yet, leave blank.

Box B56-E56: Total Savings and Match ($) used to purchase education assets– Enter the total dollar amount of IDA Match and Savings used to purchase the home asset. Include any additional savings used. Do not include loans obtained to purchase the home.

Box F56: Cumulative Fiscal Year – No action required.

Box G56: Annual Goal – Insert the Annual Goal for the total dollar amount of IDA Match and Savings to be used to purchase education assets. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H56: Cumulative Project Period – Insert the cumulative dollar amount of IDA Match and Savings used to purchase education assets during the three-year project period.

Box I56: Goal Project Period – Insert the 3-year project period goal for the dollar amount of IDA Match and Savings to be used to purchase education assets.

Box B57-E57: Total value of Education Assets purchased– Enter the total value ($) of Education assets purchased each quarter.

Box F57: Cumulative Fiscal Year – No action required.

Box G57: Annual Goal – Insert the Annual Goal for total value of education assets purchased. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H57: Cumulative Project Period – Insert the cumulative value of education assets purchased during the three-year project period.

Box I57: Goal Project Period – Insert the 3-year project period goal for the value of education assets purchased.

Box B59-E48: Total Number of Vehicles purchased– Enter the total number of vehicles purchased each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F59: Cumulative Fiscal Year – No action required.

Box G59: Annual Goal – Insert the Annual Goal for the number of vehicles purchased. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H59: Cumulative Project Period – Insert the cumulative number of vehicles purchased during the three-year project period.

Box I59: Goal Project Period – Insert the 3-year project period goal for vehicles purchased.

Box B60-E60: Total Number of Vehicle Assets purchased by individuals identifying as Male – For each quarter, insert the number homes purchased by individuals identifying as Male. If a reporting quarter has not occurred yet, leave blank.

Box B61-E61: Total Number of Vehicle Assets purchased by individuals identifying as Female – For each quarter, insert the number homes purchased by individuals identifying as Female. If a reporting quarter has not occurred yet, leave blank.

Box B62-E62: Total Number of Vehicle Assets purchased by individuals identifying as Unspecified or another gender identity – For each quarter, insert the number homes purchased by individuals identifying as Unspecified or another gender identity. If a reporting quarter has not occurred yet, leave blank.

Box B63-E63: Total Savings and Match ($) used to purchase vehicle assets– Enter the total dollar amount of IDA Match and Savings used to purchase the vehicle assets. Include any additional savings used. Do not include loans obtained to purchase the home. If a reporting quarter has not occurred yet, leave blank.

Box F63: Cumulative Fiscal Year – No action required.

Box G63: Annual Goal – Insert the Annual Goal for the total dollar amount of IDA Match and Savings to be used to purchase vehicle assets. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H63: Cumulative Project Period – Insert the cumulative dollar amount of IDA Match and Savings used to purchase vehicle assets during the three-year project period.

Box I63: Goal Project Period – Insert the 3-year project period goal for the dollar amount of IDA Match and Savings to be used to purchase vehicle assets.

Box B64-E64: Total value of homes purchased– Enter the total value ($) of vehicles purchased each quarter.

Box F64: Cumulative Fiscal Year – No action required.

Box G64: Annual Goal – Insert the Annual Goal for total value of vehicles purchased. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H64: Cumulative Project Period – Insert the cumulative value of vehicles purchased during the three-year project period.

Box I64: Goal Project Period – Insert the 3-year project period goal for the value of vehicles purchased.

Box B66-E66: Total Number of all assets purchased– Enter the total number of all assets purchased each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F66: Cumulative Fiscal Year – No action required.

Box G66: Annual Goal – Confirm the value is correct.

Box H66: Cumulative Project Period – Confirm the value is correct.

Box I66: Goal Project Period – Confirm the value is correct.

Box B67-E67: Total Savings and Match ($) used to purchase all assets purchased by males– Confirm the values are correct.

Box B68-E68: Total Savings and Match ($) used to purchase all assets purchased by Females– Confirm the values are correct.

Box B69-E69: Total Savings and Match ($) used to purchase all assets purchased by Unspecified or another gender identity.– Confirm the values are correct.

Box B70-E70: Total Savings and Match ($) used to purchase all assets– Confirm the values are correct.

Box F70: Cumulative Fiscal Year – Confirm the value is correct.

Box G70: Annual Goal – Confirm the value is correct. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H70: Cumulative Project Period – Confirm the value is correct.

Box I70: Goal Project Period – Confirm the value is correct.

Box B71-E71: Total value of all assets purchased– Confirm these values are correct.

Box F71: Cumulative Fiscal Year – No action required.

Box G71: Annual Goal – Confirm the value is correct.

Box H71: Cumulative Project Period – Confirm the value is correct.

Box I71: Goal Project Period – Confirm the value is correct.

Box B73-E73: Total Match Funds Obligated for Asset Purchases ($) – Enter the total Match Funds that were obligated to purchase assets in each quarter. If a reporting quarter has not occurred yet, leave blank.

Box B74-E74: Total Match Funds Liquidated for Asset Purchases ($) – Enter the total Match Funds that were liquidated to purchase assets in each quarter. If a reporting quarter has not occurred yet, leave blank.

Box F74: Cumulative Fiscal Year – No action required.

Box G74: Annual Goal – Enter the annual goal for Match Funds to be obligated for asset funds. This number should be consistent with the original grant proposal and/or the approved continuation application.

Box H74: Cumulative Project Period – Enter the total value ($) of Match Funds that has been obligated to purchase all assets for the three-year project period.

Box I74: Goal Project Period – Enter the three-year project period goal for Match Funds to be obligated for the purpose of purchasing assets.

Box H75: Total Match Funds and Interest Accrued Currently in Parallel Account ($) – Enter the current value of the Parallel Account. This value should include all funds that have been drawn down from Payment Management System to match active client IDAs, but have not yet been liquidated for the purpose of purchasing assets and any interest that has accrued in the account.

Box C76: Total Match Funds Obligated, but Unliquidated – Enter the amount of grant funding that has been obligated for the purpose of matching IDA savings, but has not been liquidated in the current reporting period. This value should include any funds that are currently in the Parallel Account as well as funds that have not yet been drawn down from Payment Management System.

Box E76: Total Match Funds Obligated, but Unliquidated – Enter the amount of grant funding that has been obligated for the purpose of matching IDA savings, but has not been liquidated in the current reporting period. This value should include any funds that are currently in the Parallel Account as well as funds that have not been drawn down from Payment Management System.

Box F76: Cumulative Fiscal Year – Confirm the value is correct.

Box H76: Cumulative Project Period – Enter the amount of grant fund that has been obligated for matching IDAs but has not been liquidated. This value should include any funds that are currently in the Parallel account as well as funds that have not been drawn down from Payment Management System. The value should represent the entire three-year project period.

Box C77: Total Match Funds Unobligated – Enter the amount of grants funds that has been budgeted for matching IDA savings but has not yet been obligated. The value should reflect the first six months of the budget period.

Box E77: Total Match Funds Unobligated – Enter the amount of grant funds that has been budgeted for matching IDA savings but has not yet been obligated. The value should reflect the 12-month budget period.

Box H77: Total Match Funds Unobligated ($) – Enter the amount of grant funds that has been budgeted for matching IDA savings but has not yet been obligated. The value should be cumulative for the 3-year budget period.

Economic Self-Sufficiency

The purpose of this section is to track economic self-sufficiency trends about clients who are enrolled in the Refugee IDA program. For the purpose of this question, economic self-sufficiency takes into consideration the ability to meet the individual or family needs in food, housing, utilities, health care, transportation, clothing, and child care.

Using the following scale, assess each client at the time of enrollment into the Refugee IDA Program:

1. Client cannot meet needs even with financial assistance

2. Client can meet needs with significant financial assistance.

3. Client can meet needs with some financial assistance.

4. Client can meet all needs without financial assistance.

Box B90: Number of IDA Clients Assessed – Enter the number of IDA clients assessed at the time of enrollment.

Box D90: Number of IDA Clients Assessed – Enter the number of IDA clients assessed after having exited the program.

Box B91: Mean Self-Sufficiency Score – Use the following formula to determine the value to enter in this box:

Box D91: Mean Self-Sufficiency Score – Use the following formula to determine the value to enter in this box:

Logic Model Outputs Progress

Box A97-A107: Outputs – Enter the Outputs from the Logic Model that were included as part of the grant application for funding (e.g., Outreach to 200 individuals, provide conduct 10 introductory sessions, etc.) Add more rows if necessary. Any data that needs additional explanation beyond this form should be included in the narrative of the SF-Performance Progress Report.

Box B97-B107: Outputs – Enter the actual outputs completed in Quarter 1.

Box C97-C107: Outputs – Enter the actual outputs completed in Quarter 2.

Box D97-D107: Outputs – Enter the actual outputs completed in Quarter 3.

Box E97-E107: Outputs – Enter the actual outputs completed in Quarter 4.

Box F97-F107: Outputs – Enter the actual cumulative outputs across each identified output for the current fiscal year.

Box G97-G107: Outputs – Enter the actual cumulative identified outputs for the three-year project period.

Logic Model Outcomes Progress

Box A80-A90: Outputs – Enter the Outputs from the Logic Model that were included as part of the grant application for funding (e.g., Outreach to 200 individuals, provide conduct 10 introductory sessions, etc.) Add more rows if necessary.

Box B111-B120: Outputs – Enter the actual outcomes completed in Quarter 1.

Box C111-C120: Outputs – Enter the actual outcomes completed in Quarter 2.

Box D111-D120: Outputs – Enter the actual outcomes completed in Quarter 3.

Box E111-E120: Outputs – Enter the actual outputs completed in Quarter 4.

Box F111-F120: Outputs – Enter the actual cumulative outcomes for the current fiscal year.

Box G111-G120: Outputs – Enter the actual cumulative outcomes for the three-year project period.

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