The Missouri Internal ROMA Consultant Professional Alliance created the following PowerPoint to assist those in the MO CAA network in tracking and reporting of indicators on the Outcome of Efforts Report. The PowerPoint was delivered as a webinar to the Missouri Network in October of 2010. The Webinar was not recorded but the PowerPoint is link here available for reference.
2. Webinar Goals Goals Indentify multiple tracking systems for agency programs Discuss what, how, and when to track the various numbers for the Outcome of Efforts Report Provide agencies with a resource to assist in the completion of the Missouri Outcome of Efforts Report
3. Outcome Of Efforts Why Is it important? Helps Tell Our Story Mandated Reporting Documents Grant Submissions Agency Publications Management Tool Track Progress Program Adjustments
4. Systems for tracking Management Information System (MIS) - Currently used to report only on Goals 1 & 6 Homeless Missourians Information System (HMIS)-ROSIE LINDSEY/HAPPY/YARDY-Other Section 8 Housing Data Collection ChildPlus/PROMIS or Other Head Start Data Collection System Head Start Families are eligible at 100% or below of poverty. Only 10% of HS families can be over 100% of Poverty, so the majority of HS families qualify for CSBG and emergency programs Missouri State Low-Income Heating Assistance Program (LIHEAP) report Missouri Weatherization Assistance Program (MOWAP) system “Toolbox” for workforce investment and employment training programs Women Infant & Children (WIC) Provides numbers from their own system Family Planning ( State System-MFHC-Missouri Family Health Council) Agency Specific Data Collection Systems Hard Copy and Hand Counting The most important thing is to be consistent in when, what, and how you count and provide unduplicated numbers. (Unless guidance indicates duplicated counts-Seniors and Disabled are sometimes reported out of total numbers) All agency program should be considered not just CSBG programs Not all Indicators can be counted by an agency, tracking is dependant on specific agency programs Keep in mind Tracking numbers are separate from Billing numbers (Agency may report more Adult Life Skills Participants, on 6.3.1 and 6.3.2 than is billed, due to the agency set program requirements on Life Skills billing)
7. Indicator 1.1.A-E Tracking Items Indicators 1.1 A-E The number & percentage of low-income participants in Community Action employment initiatives who get a job or become self-employed Individuals do not have to be enrolled in employment training programs to be counted in this section Agency employees can be counted if they are enrolled in an agency program at the time of employment. Also count them on measure 2.4 if employee was hired through ARRA funding Can list programs in the gray column E “Examples of Community Action Programs or Activities” 1.1.A Unemployed and obtained a job 1.1.B Employed and maintained a job for 90 days Stipends offered to people that return after 90 days (Employment Training Programs) 1.1.C Employed and obtained an increase in income and/or benefits 1.1.D Achieved “Living Wage” employment and/or benefits http://www.womenscouncil.org Missouri Self-Sufficiency Standard Self-Sufficiency Calculator Family Wage Calculator Follow Prompts 1.1.E Moved from below the Federal Poverty Level to above the Federal Poverty Level (MO Indicator) http://aspe.hhs.gov/poverty/ HHS Poverty Guidelines Computations for the poverty guidelines
8. Outcome of Efforts Indicators 1.1.A-E Agency Programs to track Indicator 1.1.A-E Employment Workforce Investment Act (WIA) Programs or Employment Training Programs Toolbox Agency Specific Tracking Systems (See Final Slides for Tracking Examples) CSBG Family Supports (Case Management/MOSS Scaling) MIS Data If Family Supports is set up in the MIS system Hand Counting Family Supports Case Notes and Goal Planning forms (Missouri Self Sufficiency Scale) HUD Family Self-Sufficiency LINDSEY/HAPPY/YARDY Systems Other Section 8 Tracking Software Hand Counting from family case notes, family goal planning forms, scaling Possibly through the MIS if it is set up in the system TANF/Missouri Work Assistance Program Toolbox Agency Specific Tracking Systems (See Final Slides for Tracking Examples) CDBG Agency Specific Tracking Systems Hand Counted from program specific processes/tracking requirements Head Start (Home Visits/MOSS Scaling) ChildPlus/PROMIS or other Head Start data collection system ChildPlus Report 4010 (See Final Slides for Tracking Examples) Hand counted from Family case notes, and family goal planning forms (Missouri Self Sufficiency Scale)
21. The Conditions in Which Low-Income People Lives are Improved Chart 2
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24. Outcome of Efforts Indicators 2.1.A-I Agency Programs to track Indicator 2.1.A-I Community Improvement and Revitalization Head Start Head Start Program Information Report (PIR) Total Childcare Slots Hand Counted From Total Childcare Slots Weatherization Missouri Weatherization Assistance Program (MoWAP) Agency Specific Tracking Systems CDBG Agency Specific Tracking Systems Hand Counted from program specific processes/tracking requirements CSBG Projects or Agency Specific Projects Agency Specific Tracking Systems (See Final Slides for Tracking Examples) Hand Counted from applications, contact notes, building contracts, employment records, MOU’s, Implementation plans, sign-in documentation, housing contracts , lease agreements, media releases and publications
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26. Indicator 2.2.A-E Tracking Items Indicators 2.2 A-E The quality of life and assets in low-income neighborhoods are improved by Community Action initiative or advocacy Must report Opportunities and Number of Projects Agency providing “mobile” services to various communities count 1 Project with each community served as separate opportunity /resources provided Can list programs in the gray column E “Examples of Community Action Programs or Activities” Increases in community assets as a result of a change in law, regulation or policy, which results in improvements in quality of life and assets Increase in the availability or preservation of community facilities Increase in the availability or preservation of community services to improve public health and safety Increase in the availability or preservation of commercial services within low-income neighborhoods Increase in or preservation of neighborhood quality-of-life resources
27. Outcome of Efforts Indicators 2.2.A-E Agency Programs to track Indicators 2.2.A-E Community Quality of Life Assets CSBG Projects or Agency Specific Projects Agency Specific Tracking Systems (See Final Slides for Tracking Examples) Hand Counted from, contact notes, building contracts, MOU’s, implementation plans, sign-in documentation, lease agreements, media releases and publications, agency to agency contracts CDBG Agency Specific Tracking Systems Hand Counted from program specific processes/tracking requirements Advocacy Projects Hand Counted from planning documents, meeting attendance records, meeting agendas and minutes, contact notes, email correspondence, acknowledgement letters, letters of support Family Planning Hand Counted from contact notes, building contracts, MOU’s, implementation plans, sign-in documentation, lease agreements, media releases and publications, agency to agency contracts
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33. Indicator 2.4.A-B Tracking Items Indicators 2.4 A-B The total number of jobs created or saved, at least in part by ARRA Count jobs from April 2009-September 30, 2010 Use OMB guidance to calculate hours into “Full Time Equivalent (FTE)” job positions See next slide for FTE guidance Jobs can only be counted as either created or saved but not both Can list programs in the gray column E “Examples of Community Action Programs or Activities” 2.4.A Jobs Created at least in part by ARRA funds New job positions 2.4.B Jobs Saved at least in part by ARRA funds Retention -Job position saved Keeping positions from Lay-Off Additional Guidance on ARRA Reporting: (Per State Guidance) Report ARRA and Regular numbers separately. ARRA numbers can be counted back to April of 2009 if those clients were being billed to ARRA. Because Missouri did not report any ARRA activity in the IS report for FY09, please count ARRA activity even if occurred in FY09 and was billed under ARRA later. This would apply to other sections also because we did not report ARRA activity on the FY09 IS that was submitted in March 2010. Please submit updated FY10 targets for ARRA and regular CSBG by October 1.
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35. Outcome of Efforts Indicators 2.4.A & B Indicators 2.4.A & B Employment Growth from ARRA Funds CSBG Projects or Agency Specific Projects Agency Specific Tracking Systems Hand Counted from job placement advertisements, interview processes, employment records, human resources documentation, hired contractor employment reporting Weatherization Agency Specific Tracking Systems Hand Counted from job placement advertisements, interview processes, employment records, human resources documentation, hired contractor employment reporting Head Start Agency Specific Tracking Systems Hand Counted from job placement advertisements, interview processes, employment records, human resources documentation, partnership contracts HPRP Agency Specific Tracking Systems Hand Counted from job placement advertisements ,interview processes, employment records, human resources documentation Consider Any and ALL Agency Programs and Initiatives
46. Indicator 4.1.A-M Tracking Items Indicators 4.1.A-M The number of organizations, both public and private, that Community Action actively works with to expand resources and opportunities in order to achieve family and community outcomes. Unduplicated number of Partners per agency. (If CSBG and Head Start utilize the same partner, this partner should only be counted once) If you are part of a collaboration you would only count that ONE collaboration not every organization that is part of the collaboration One School District with several schools under that school district you would not count individual schools Private Schools could be counted as a Non-Profit partnership agency, not as part of 1 school district Utilize an agency wide tracking system for partnership counts Agencies need to define “partnership” c Partnerships can be informal and formal partnerships Can list agencies in the gray column E “Examples of Community Action Programs or Activities” Non-Profit Faith Based Local Government State Government Federal Government For-Profit Business or Corporation Consortiums/Collaboration Housing Consortiums/Collaboration School Districts Institutions of post secondary education/training Financial/Banking Institutions Health Service Institutions State wide associations or collaborations
47. Outcome of Efforts Indicators 4.1.A-M Agency Programs to track Indicators 4.1. A-M Expanding Opportunities through Community-Wide Partnerships CSBG CCRD Projects (Step up, Circles of Support) Agency Specific Tracking Systems Hand Counted from meeting attendance records, meeting agendas and minutes, contact notes, email correspondence, participant commitments, volunteer counts, MOU’s Poverty Simulations Hand counted based on sign-in sheets Other CSBG Projects or Agency Specific Projects Agency Specific Tracking Systems Hand Counted from contact notes, sign-in documentation, participant commitments, , email correspondence, volunteer counts, MOU’s Agency Board of Directors Agency Specific Tracking Systems Hand Counted based on sign-in sheets, meeting meetings and agendas, board rosters Head Start and Head Start Policy Council ChildPlus/PROMIS or other Head Start data collection system ChildPlus Report 4310) Based on In-Kind information (Includes Head Start parent meetings and policy council participants) Hand counted from meeting sign-ins, policy council member list (parent meetings, policy council, parent meeting facilitators, etc) Individual Development Accounts (IDA) Missourians Building Assets (MBA) Agency Specific Asset Development Programs Hand Counted through, contact notes, participant commitments, , email correspondence, volunteer counts, MOU’s, etc CDBG Agency Specific Tracking Systems) Hand Counted from contact notes, sign-in documentation, participant commitments, , email correspondence, volunteer counts, MOU’s Advocacy Projects Hand Counted from planning documents, meeting attendance records, meeting agendas and minutes, contact notes, email correspondence, acknowledgement letters, letters of support Weatherization Missouri Weatherization Assistance Program (MoWAP) Contractor information Agency Specific Tracking Systems Family Planning Hand Counted from contact notes, building contracts, MOU’s, implementation plans, sign-in documentation, lease agreements, media releases and publications, agency to agency contracts
52. Include Head Staff Policy Council Training HoursNumber of Weatherization employees awarded BPI Auditor Credential (MO Measure) Percentage of agency employees with Associates Degree. (MO Measure) Percentage of agency employees with Bachelors Degree. (MO Measure) Percentage of agency employees with Masters Degree. (MO Measure) Number and percentage of agency employees that obtain other credentials that increase their capacity to achieve results. (Please identify.) (MO Measure)
53. Outcome of Efforts Indicators 5.1.A-M Agency Programs to track Indicators 5.1.A-M The number of human capital resources available to Community Action that increase agency capacity to achieve family and community outcomes All Agency Programs
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55. Indicator 5.2.a & B Tracking Items Indicators 5.2.A-B Agency Programs Achieved Accreditation, demonstrating that programs meet or exceed nationally recognized standards. A. Number and percentage of early childhood care and education sites that have received NAEYC or other recognized forms of accreditation. (MO Measure) B. Number and percentage of programs that have achieved other forms of recognized accreditation. (Please identify.) (MO Measure)
56. Outcome of Efforts Indicators 5.2.A & B Agency Programs to track Indicators 5.2.A-B Agency Programs Achieved Accreditation, demonstrating that programs meet or exceed nationally recognized standards. Head Start WIA or Employment Training Programs (WorkKEYS) Other Examples?
57. Low-Income People, Especially Vulnerable Populations, achieve their potential by strengthening family and supportive environments Chart 6
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59. Indicator 6.1.a-B Tracking Items Indicators 6.1.A-B The number of vulnerable individuals receiving services from Community Action who maintain an independent living situation as a result of those services Senior Citizens (seniors can be reported twice, once under Senior Citizens and again if they are disabled under Individuals with Disabilities, ages 55-over) Seniors are defined as persons age 55 or older B. Individuals with Disabilities Ages: 0 - 17 Can Count Head Start Children with Disabilities here 18 - 54 55 - over Also include Seniors with Disabilities (Even if Seniors were already included on 6.1.A)
60. Outcome of Efforts Indicators 6.1.A & B Agency Programs to track Indicators 6.1.A & B Independent Living CSBG and Other Agency Specific Programs (Including Non-LIHEAP energy programs) MIS Data If program is set up in the MIS system Agency Specific Tracking Systems (See Final Slides for Tracking Examples) Hand Counted from meeting attendance records, meeting agendas and minutes, contact notes, email correspondence, participant commitments, project curriculum documentation, documented case notes (Non-Family Supports), targeted coaching case notes Head Start (Head Start Application/Home Visits/MOSS Scaling) ChildPlus/PROMIS or other Head Start data collection system ChildPlus Reports Hand counted from family case notes, and family goal planning forms (Missouri Self Sufficiency Scale) Weatherization MISData (Must ensure count is not duplicated from MoWAP system) Missouri Weatherization Assistance Program (MoWAP) (Must ensure count is not duplicated from MIS system) Agency Specific Tracking Systems HPRP HMIS Hand counted from HPRP Application MIS Intake Data (Unduplicated numbers from HMIS) Missouri ‘s Low-Income Energy Assistance Program (LIHEAP) Energy Assistance (EA) Only Missouri DSS-Family Support Division CSBG Information Systems (IS) Report
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62. Indicator 6.2.A-K Tracking Items Indicators 6.2.A-K The number of low-income individuals served by Community Action who sought emergency assistance and the number of those individuals for whom assistance was provided Can count direct services provided as well as referrals, as long as you can track the referral and verify receipt of services. The distinction between “seeking” and “receiving” is to show how individuals may be receiving more services than they initially requested and show how the agency is communicating all their service offerings to customers. Individuals can be counted on several indicators (The same individual could receive both temporary shelter and food and would be counted on both indicators) Can list programs in the gray column E “Examples of Community Action Programs or Activities” Emergency Food Emergency fuel or utility payments funded by LIHEAP or other public and private funding sources Emergency Rent or Mortgage Assistance Emergency Car or Home Repair (i.e. structural, appliance, heating system, etc.) Emergency Temporary Shelter Emergency Medical Care Emergency Protection from Violence Emergency Legal Assistance Emergency Transportation Emergency Disaster Relief Emergency Clothing
63. Outcome of Efforts Indicators 6.2.A-K Agency Programs to track Indicators 6.2.A-K Emergency Assistance CSBG and Other Agency Specific Programs (FEMA, MHTF, United Way, Dollar More, Car Assistance Programs, Local Donations) MIS Data If program is set up in the MIS system Agency Specific Tracking Systems Hand Counted, program applications, contact notes, email correspondence, participant commitments, receipt of services documentation, documented case notes, targeted coaching case notes, vendor payment records HPRP HMIS Hand counted from HPRP Applications or vendor payment documentation MIS Intake Data (Unduplicated numbers from HMIS) Missouri ‘s Low-Income Energy Assistance Program (LIHEAP) Emergency Crisis Intervention Program (ECIP) Only MIS Data
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65. Indicator 6.3.A.1-4 Tracking Items Indicators 6.3.A.1-4 The number and percentage of all infants, children, youth, parents and other adults participating in developmental or enrichment programs who achieve program goals 6.3.A.1-4 Infants and Children Infants and Children are defined as 0-12 year olds Can list programs in the gray column E “Examples of Community Action Programs or Activities” Infants and children obtain age- appropriate immunizations, medical and dental care Can count all Head start children receiving any or all immunizations, medical, and dental care Infant and child health and physical development are improved as a result of adequate nutrition No Head Start Numbers Count Child and Adult Care Food Program (CACFP) provided to in-home childcare providers Children participate in pre-school activities to develop school readiness skills Head Start (3-5) participants Foster Grandparents Children who participate in pre-school activities are developmentally ready to enter Kindergarten or 1st grade Head Start Preschool Graduates Foster Grandparents
72. Indicator 6.5.A-E Tracking Items Indicators 6.5.A-E The number of services provided to low-income individuals and/or families Very agency specific with agency determining how services counts will be assessed (Agency must determine if program will count pounds of food, or boxes of food, and describe what a “unit” of clothing consist of) Can list programs in the gray column E “Examples of Community Action Programs or Activities” Food Boxes Pounds of Food Units of Clothing Rides Provided Information and Referral Calls
73. Outcome of Efforts Indicators 6.5.A-E Agency Programs to track Indicator 6.5.A-E Service Counts Other CSBG Projects or Agency Specific Projects Agency Specific Tracking Systems (See Final Slides for Tracking Examples) Hand Counted from sign-in documentation, contact notes, receipt of services received, inner agency referrals completed documentation, etc
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75. Indicator 6.6.A Tracking Items Indicator 6.6.A The number and percentage of low-income families that obtain safe and stable housing as a result of community action assistance. Can list programs in the gray column E “Examples of Community Action Programs or Activities” A. Number and percentage of families that obtain safe and stable housing. (MO Measure) This would be TOTALS from all housing support programs including seniors and disabled, emergency and non-emergency housing supports
76. Outcome of Efforts Indicators 6.6.A Agency Programs to track Indicator 6.6.A Housing Agency Specific Programs (Shelter Plus Care, Domestic Violence Shelters) MIS Data If program is set up in the MIS system Hand Counted, program applications, contact notes, email correspondence, participant commitments, receipt of services documentation, documented case notes, targeted coaching case notes, vendor payment records Weatherization MISData (Must ensure count is not duplicated from MoWAP system) Missouri Weatherization Assistance Program (MoWAP) (Must ensure count is not duplicated from MIS system) Agency Specific Tracking Systems HPRP HMIS Hand counted from HPRP Applications or vendor payment documentation HUD Family Self-Sufficiency LINDSEY/HAPPY/YARDY Systems Other Section 8 Tracking Software Hand Counting from, Family case notes, family goal planning forms, Scaling
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78. Indicator 6.7.A-C Tracking Items Indicator 6.7.A-C The number and percentage of low income participants that obtain health services from community action agencies (Proxy Outcome) Can list programs in the gray column E “Examples of Community Action Programs or Activities” Can only count DIRECT SERVICE provisions Number and percentage of individuals receiving annual health exam. (MO Measure) Number and percentage of individuals receiving reproductive health care services. (MO Measure) Number and percentage of individuals receiving HIV/AIDS test. (MO Measure)
79. Outcome of Efforts Indicators 6.7.A-C Agency Programs to track Indicator 6.7.A-C Health Agency Specific Programs (Mobile Mammogram Unit) MIS Data If program is set up in the MIS system Hand Counted, program applications, contact notes, email correspondence, participant commitments, receipt of services documentation, documented case notes, targeted coaching case notes, vendor payment records Family Planning Family Planning Statewide System-MFHC Hand Counted from available documentation and tracking
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81. Indicator 6.8.A & B Tracking Items Indicator 6.8.A & B The number and percentage of services provided to low- income families and/or individuals as a result of referrals made by community action Can list programs in the gray column E “Examples of Community Action Programs or Activities” Referrals will only be tracked as “Achieved”(Complete-Rendered) or Exited “Still Progressing” should not be indicated Number and percentage of inner-agency referrals rendered. (MO Measure) Number and percentage of outer-agency referrals rendered. (MO Measure)
82. Outcome of Efforts Indicators 6.8.A & B Agency Programs to track Indicator 6.8.A-B Referrals MIS Data Referral Status Report
104. Head Start Tracking Examples1.1.A-C Indicators 1.1 A-C Examples of how it can be tracked/Head Start numbers only ChildPlus Report 4010 Indentifying unemployed and part time “able bodied” Individuals from the 4010 report List of indentified families is given to Head Start Staff for verification Head Start staff have to verify information for the identified families Information is then hand counted for inclusion on the Outcome of Efforts report Only used for tracking documentation, not for billing through CSBG family supports
106. Example Head Start verification form for Indicators 1.1 A-C Completed yearly based on the HS program year Submitted by Heather Rohn/NMCAA
107. Head Start Numbers Indicator 1.2 A and B Examples of how it can be tracked/Head Start Numbers Only ChildPlus Report 4010 Indentifying full time, part time working Individuals Identifying individuals in training or school Identifying individuals without GED or High School Diploma List of indentified families is given to Head Start Staff for verification Head Start staff have to verify information for the identified families Inormation is then hand counted for inclusion on the Outcome of Efforts report
110. Example Head Start tracking form for Indicator 1.2 Yearly based on the HS program year Edina: Information for 2005-2006 Submitted by Heather Rohn/NMCAA
113. Head Start Numbers 1.2 F,H,andI Examples of how it can be tracked/Head Start Numbers Only ChildPlus Report 9911 Identifying Housing, Food, Transportation, Adult Education, WIC Supports needed Plus use ChildPlus report 9911 for identification of 1.2 Subgroups F,H, and I and also used ChildPlus report 9911 to identify other Adult Education & Job Training Individuals missed from ChildPlus report 4010 List of indentified families is given to Head Start Staff for verification Head Start staff have to verify information for the identified families Information is then hand counted for inclusion on the Outcome of Efforts report
115. Example Head Start tracking form for Indicator 1.2 Yearly based on the HS program year Asking about Seniors and Disabled gives Head Start numbers for Indicator 6.4 Submitted by Heather Rohn/NMCAA
116. Head Start Numbers Indicators 1.3.A.2 Number and percent of participants who obtained court-ordered child support payments and the expected annual aggregated dollar amount of payments Examples of how it can be tracked/Head Start numbers only ChildPlus/PROMIS or other Head Start data collection system (System case notes, system income data) Hand counted from family case notes, and family goal planning forms (Missouri Self Sufficiency Scale) Head Start Staff are provided an Excel Spreadsheet to record information Head Start Staff rely on case notes and MOSS scaling to hand count household that were assisted in obtaining Child Support
118. Head Start Tracking Indicators 2.3.A & B Head Start Tracking Can use ChildPlus Data system to capture total agency numbers (See Example next slide) Run 4310 ChildPlus Report total volunteer hours report (In-Kind) and will also report by Head Start parents Only (To identify low-income) You will miss low-income outreach volunteer numbers that are in the system, but it is a more accurate unduplicated count of low-income volunteer hours. Hand Count Low-Income Volunteers in CSBG programs from Sign-in Documentation and Volunteer count sheets
119. Example of Head Start Volunteer Tracking through the ChildPlus System Submitted by Heather Rohn/NMCAA
120. Example of Head Start Volunteer Tracking through the ChildPlus System Submitted by Heather Rohn/NMCAA