Tools and Guidance

Information by State  Print version   Related Information Promising Practices in Performance Measurement This report documents promising local practices in performance measurement, and it documents the crosscutting lessons drawn from these case studies that may be useful to other localities in implementing performance measurement systems. more...

Various guidance and optional tools have been created to assist grantees in preparing Consolidated Plans. These include instructions, templates, data, charts, and an interactive, optional tool- the Consolidated Plan Management Process (CPMP).

Guidelines for Preparing Consolidated Plan and Performance Report for States and Local Jurisdictions

Consolidated Plan Management Process Tool (CPMP)

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Performance Measurement Guidance   Performance Measurement Examples

Performance Measurement Guidance

The following examples illustrate how some jurisdictions are implementing performance measurement in their consolidated plans, action plans and annual performance reports.

• Anoka County, MN action plan includes spreadsheets that track specific targets for achieving annual affordable housing goals and specific 5-year goals and objectives for housing and community development.
  • Anoka County, MN Action Plan Narrative 2008
  • Anoka County, MN Action Plan Housing Table (Excel Table 1C-2C-3A)
  • Anoka County, MN Action Plan Community Development Table (Excel CD Table2B)
• Austin, TX This CAPER includes an excellent example of an assessment of progress toward meeting 5-year goals, and a comparison of the annual proposed goals and actual accomplishments for outcomes submitted with the consolidated plan.
• CAPER 06-07
• Boston, MA action plan includes an Executive Summary that that provides summary of objectives/outcomes, program descriptions, and maps.
  • Executive Summary
  • Program Descriptions
  • Maps
• Cedar Rapids, IA action plan includes useful chart that show outcomes, objectives, performance indicators, and annual goals for different types of activities.
  • FY 2007 Consolidated Action Plan
• Chicago, IL action plan includes an Annual Strategy chart that shows program titles, detailed program descriptions, anticipated annual resources, the new Community Planning and Development Outcome Performance Measures, 5-year goals and planned annual outputs.The CAPER includes a chart that tracks progress for projects funded through the Section 108 Loan Guarantee Program.
  • Chicago Action Plan 2007
  • Chicago CAPER 2006
• Dakota County, MN CAPER includes spreadsheets that track specific targets for achieving annual affordable housing goals during 5-year period and specific annual objectives for housing and community development during 5-year period.
  • Dakota County, MN CAPER Annual Housing Completion Goals
  • Dakota County, MN, Summary of Specific Annual Objectives (Excel Table 1C, 2C, 3A)
• Fresno, CA action plan includes a chart that provides summary of objectives/outcomes and past performance in the Executive Summary.
  • FY 2006-2007 Annual Action Plan
• Long Beach, CA This CAPER describes its implementation of the new outcome measurement framework and includes specific annual objectives, performance indicators, expenditures and expected number and actual number of annual and multi-year accomplishments for various types of activities.
  • FY06 CAPER
• Minneapolis, MN action plan includes an executive summary that separately identifies the number of beneficiaries that will have new access, improved access, or receive benefits that are no longer substandard. HUD Priority Housing Needs Table also includes 5-year goals for the development of new housing and rehabilitation of existing units.
  • 2007 Action Plan Executive Summary
  • HUD Tables
• Oakland County, MI developed a performance measurement system by project type that is based on the Michigan Community Development Directors model and HUD requirements.
  • PY07 Annual Action Plan (Final)
• Orange County, FL action plan includes a chart that provides summary of objectives/outcomes and past performance in the Executive Summary.
  • FY 2006-2007 Action Plan
  • FY 2005-2006 CAPER
• Prince William County, VA action plan and CAPER include a useful spreadsheet that establishes specific targets on the road for achieving specific outcome objectives.
  • 2006 Consolidated Annual Performance and Evaluation Report
• State of Oklahoma action plan includes useful summary tables that identify performance indicators, estimated number, actual number, percentage, and outcome/objectives for public facilities and improvements, housing rehabilitation, and economic development.
  • Performance Measures
• State of Montana action plan executive summary includes specific annual objectives, performance indicators, and expected number of accomplishments for various type of activities.
  • 2007 Annual Action Plan

Performance Measurement Examples

Notice of Outcome Performance Measurement System for Community Planning and Development Formula Grant Programs - March 7, 2006
This notice describes the performance measurement system and how the system will be implemented. This system will allow HUD, based on grantee input, to describe the outcomes produced nationally by approximately $7 billion of CDBG, HOME, HOPWA and ESG formula grant funds.
Word - Notice | Appendix
PDF - Notice and Appendix

CPD Performance Measurement Outcome System Questions and Answers - Nov 18, 2005
Questions and answers relate to the framework format and indicators, implementation of the framework, the Consolidated Plan and CAPER, IDIS, and training and outreach.
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Interim Update on Performance Measurement
During July and August 2005, CPD conducted regional feedback sessions to solicit comments on the proposed performance measurement system that was published in the Federal Register on June 10, 2005.
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Federal Register Notice - June 10, 2005
This Federal Register notice requested comment on an outcome measurement framework that was developed by national interest groups, including COSCDA, NCDA, and NACCED.
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CPD Notice 03-09 - September 3, 2003
This notice concerns the development of State and Local Performance Measurement Systems for Community Planning and Development (CPD) Formula Grant Programs.
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