ATTACHMENT G: Mobility Services Tracking Tool
Evaluation of the Community Choice Demonstration
The Paperwork Reduction Act Statement: This collection of information is voluntary and will be used to evaluate the US Department of Housing and Urban Development’s Community Choice Demonstration. Public reporting burden for this collection of information is estimated to average 12 minutes per response, including the time for reviewing instructions, gathering and maintaining the data needed, and reviewing the collection of information. An agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless it displays a currently valid OMB control number. The OMB number and expiration date for this collection are OMB #: XXX-XXXX, Exp: XX/XX/XXXX. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden to XX at XXXX@XXX or NNN-NNN-NNNN.
Data fields to be collected on each head of household
Head of Household Name
Head of Household Age
Head of Household Initial Address
Head of Household Current Address
Number of Children
Age of Children
Gender of Children
PHA Name
Voucher size
Estimated voucher issuance date
Actual voucher issuance date
Date of pre-move appointment
(Data from pre-move appointment)
Barriers to housing search
Credit report
Previous rental history
Previous criminal history
Issue with a current property manager
Other [open data entry field]
Referrals provided
Housing search workshop
Renter’s workshop
Banking and budgeting workshop
Credit coaching
Legal services
Other [open data entry field]
Initial neighborhoods of interest
[Open data entry fields]
Initial goal move date
Initial date estimated to begin receiving unit referrals
Has driver’s license [y/n]?
Someone in household has driver’s license [y/n]?
Has access to car that runs [y/n]?
Date of attendance at housing search workshop
Date of attendance at renter’s workshop
Date of attendance at banking and budgeting workshop
Followed up on credit coaching referral [y/n]?
Followed up on legal services referral [y/n]?
Followed up on other referrals [y/n]?
(For each proactive pre-move check-in from the program or contact from the client)
Date of check-in
Check-in format
In-person
Phone
Text
Video call
Topic discussed
Barriers to Housing Search
Credit report
Previous rental history
Previous criminal history
Issue with a current property manager
Other [open data entry field]
Referrals provided
Housing search workshop
Renter’s workshop
Banking and budgeting workshop
Credit coaching
Legal services
Other [open data entry field]
Opportunity neighborhoods
Neighborhoods of interest
Questions about neighborhood amenities and features
Questions about schools
Other [open data entry field]
Applications submitted
Address Address
Neighborhood
Contract rent
Payment standard
Security deposit
Property owner name
Accepted or denied?
Reason for denial
Credit report
Previous rental history
Previous criminal history
Other [open data entry field]
Family financial assistance [open data entry field]
Owner incentives [open data entry field]
HCV Issues
Recertifications
Inspections
Other [open data entry field]
Other topics [open data entry field]
(For each unit referred to the client)
Address
Neighborhood
Bedroom size
Contract rent
Payment standard
Security deposit
Property owner name
Property owner previously rented to PHA?
Property owner previously rented as part of mobility program?
Date referral provided to client
(For family financial assistance provided on behalf of the client)
Application fee
Amount
Paid date
Paid to
Paid for address
Transportation stipends
Amount
Paid date
Bus or train
Holding Fee
Amount
Paid date
Paid to
Paid for address
Kept by owner due to family backing out [y/n]?
Security Deposit
Amount
Paid date
Paid to
Paid for address
Utility Arrears
Amount
Paid date
Paid to
Administrative or Processing Fees
Amount
Paid date
Paid to
Paid for address
Move-in Fees
Amount
Paid date
Paid to
Paid for address
Coach’s Discretionary Fund
Amount
Paid date
Paid to
Purpose [open data entry field]
(For owner incentives paid to a property owner associated with the client)
Signing Bonus
Property owner name
Property owner address
TIN
Amount
Paid date
Paid to
Paid for address
Damage Mitigation Fund
Property owner name
Property owner address
TIN
Amount
Paid date
Paid to
Paid for address
(Unit Approval Process)
Date request for tenancy approval (RFTA) received
Property owner
Address
Contract rent
Bedroom size
Payment standard
Neighborhood
Date RFTA approved
Date inspection scheduled for
Date second inspection scheduled for
Unit pass/fail
Lease start date
Move-in date
Date welcome packet mailed
Scheduled date for initial post-move check-in with client
Scheduled date for initial post-move check-in with owner
(For each proactive post-move check-in from the program or contact from the client)
Date of check-in
Check-in format
In-person
Phone
Text
Video call
Topics discussed
Accessing neighborhood features and amenities
School and/or day care enrollment
Property owner interactions
Upkeep of the home
Utility transfers
Meeting neighbors
Transportation
Retention in neighborhood/opportunity area
Other topics [open data entry field]
Referrals provided
Credit coaching
Legal services
HCV case manager
Second move services
Other [open data entry field]
Scheduled date for follow-up check-in
(For post-move one month check-in with owner)
Date of check-in
Check-in format
In-person
Phone
Text
Video call
Topics discussed
HAP payments
Incentive payments
Client interactions
Upkeep of home
HCV questions
Other [open data entry field]
Date moved to phase 3: family preparation
Date moved to phase 4: searching and applications
Date moved to phase 5: leasing-up
Date moved to phase 6: post-move
Date moved to phase 7: successful move
Date moved to inactive clients caseload
Date client requested to unenroll in study
Data fields to be collected on property owner recruitment and engagement
Property Owner Events
Property owner advisory group meeting
Date of advisory group meeting
Time length of advisory group meeting
Time spent preparing for advisory group meeting
Property owner outreach event
Date of outreach event
Time length of outreach meeting
Time spent preparing for outreach event
Property Owner Engagement
Number of property owners contacted, daily
Number of new units listed, daily
Time spend engaging with property owners
For each unit listed by the program
Address
Neighborhood
Contract rent
Bedroom size
Payment standard
Security deposit
Property owner name
Property owner previously rented to PHA?
Property owner previously rented as part of mobility program?
| File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
| Author | Bell, Alison E |
| File Modified | 0000-00-00 |
| File Created | 2023-12-23 |