Grantee Reports and Plans

CDBG State Timely Expenditure Reports

These reports provide data and charts to support CDBG State, Insular Area, and Hawaii Non-Entitlement grantees in meeting program expenditure requirements.

CDBG Accomplishment Reports

These annual reports display grantee accomplishments for selected housing, economic development, public improvement, and public service activities funded by the CDBG Program. 

CDBG Activity Expenditure Reports

These annual reports show how grantees expended CDBG funds during the most recently completed program year by activity type.

CDBG Performance Profiles

These annual reports assist grantees in measuring their contributions toward meeting the housing and community developments needs of low- and moderate-income persons in their communities and in analyzing the effectiveness and efficiency of their program. Data include expenditures by activity, program income, beneficiary demographic and income information, and a summary of accomplishments.

CDBG-DR Reports

• CDBG-DR Grants Financial Report: This report lists all active CDBG Disaster Recovery grants and grant balances, sorted by State, and identifies the top performers and slow spenders.
• 2008 Grants Targeted for Closeout: This report lists all CDBG-DR grants targeted for closeout, sorted by the grant balance, and identifies grants that are in closeout, slow spenders, and top performers.
• CDBG-DR Affordable Rental Housing Expenditures: This report displays 2006 and 2008 CDBG-DR grantees’ progress toward achieving the Affordable Rental Housing expenditure requirements.
• Disaster Recovery Enhancement Fund (DREF) Expenditures: This report reflects CDBG-DR grantees’ progress toward achieving the DREF expenditure requirements and identifies spending and reporting shortfalls.

CoC Awards by Program Component

These annual reports provide snapshots of annual CoC Program award data at the national and state level and for each CoC. For the year selected, the reports display the amount and percentage of new and renewal recipient projects, with data further broken down by eligible project component types. The reports also identify new planning projects for CoC Collaborative Applicants and new projects for CoCs with Unified Funding Agencies. 

CoC Dashboards

These annual dashboards provide an overview of a CoC’s award amounts by project component and project type; the housing inventory in emergency shelters, permanent housing, and transitional housing by bed type and targeted population; and household and subpopulation information. Dashboards are based on CoC-reported Point-in-Time count and Housing Inventory Count data.

CoC GIS Toolkit for Communities

CoC GIS Toolkit for Communities provides a no-cost downloadable software tool that allows users to interact with professional quality GIS maps. The toolkit includes data on CoC Boundaries, HUD Geocodes and Preliminary Pro Rata Need (PPRN), U.S. Census Bureau produced demographics, detailed street maps, and more. The Toolkit includes Housing Inventory Count (HIC) data visualization by geocode. Users can query the map by program type for sheltered Point-in-Time (PIT) data, beds reported by population served, and more.

CoC Grant Inventory Worksheet Reports

The GIW report is used annually to record all grants within a CoC’s geographic area that are eligible for renewal funding for an upcoming CoC Program Competition. The GIW calculates 1) an Annual Renewal Amount (ARA) for each project, which is the total renewal amount a project may request under the CoC Program Competition, and 2) the sum of all renewable budget line items (BLI) (e.g., rental assistance, leasing, supportive services). The sum of all ARAs within the CoC is then used to calculate the CoC’s Estimated Annual Renewal Demand (ARD).

CoC Homeless Populations and Subpopulations Reports

These annual reports provide counts for sheltered and unsheltered homeless persons by household type and subpopulation. The reports are based on Point-in-Time (PIT) count information collected on a single night during the last ten days in January and provided to HUD by CoCs in the application for CoC Homeless Assistance Programs. These reports are available at the national and state level and for each CoC.

CoC Housing Inventory Count (HIC) Reports

These annual reports provide a snapshot of a CoC’s HIC, an inventory of housing conducted annually during the last ten days in January, and are available at the national and state level and for each CoC. The reports tally the number of beds and units available on the night designated for the count by program type and include beds dedicated to serve persons who are homeless as well as persons in Permanent Supportive Housing.

CoC Performance Profile Reports

The CoC Performance Profile Reports provide a snapshot of a CoC’s performance in addressing homelessness using numerous performance indicators and data compiled from the PIT count, HIC, system performance measures, and CoC Program Competition.

Consolidated Plans

The Consolidated Plan is a comprehensive plan for affordable housing and community development created from an assessment of the community needs and market conditions. The plan documents priorities, resources, and goals. The consolidated planning process serves as the framework for a community-wide dialogue to identify housing and community development priorities that align and focus funding from the CDBG, HOME, ESG, and HOPWA programs. 

Annual Action Plans

The Consolidated Plan is carried out through Annual Action Plans, which provide a concise summary of the actions, activities, and the specific federal and non-federal resources that will be used each year to address the priority needs and specific goals identified by the Consolidated Plan. 

Consolidated Annual Performance and Evaluation Reports (CAPERs)

Grantees report on accomplishments and progress toward Consolidated Plan goals in the Consolidated Annual Performance and Evaluation Report (CAPER).

CPD Cross Program Funding Matrix and Dashboard Reports

These reports provide funding information for each city and state that receives CPD program funds, in a place-based format. The reports detail the size of each grant received over the past several years, as well as the total amount of funds currently available to be spent on affordable housing and community and economic development activities. 

Environmental Impact Statements

An environmental impact statement (EIS) is a detailed written statement required by section 102(2)(C) of NEPA for a proposed major Federal action significantly affecting the quality of the human environment.

Frequently Requested Ad Hoc HOME Reports

These reports are ad hoc reports frequently requested by participating jurisdictions (PJs), stakeholders, and the public. The current reports include: HOME Units Completed by State, HOME Units Completed by Congressional District, and HOME Units Completed within LIHTC Projects by State.

HOME Dashboard Reports

These quarterly reports provide an overview of each PJ's performance in delivering affordable housing assistance with their HOME Program funds. Using few key indicators in easy to understand graphic format, users will be able to obtain cumulative information on funding status, completion of unit productions, and demographic data.

HOME Deadline Compliance Status Reports

These monthly reports assist PJs and HUD Field Offices in monitoring compliance with HOME statute and regulatory requirements regarding the commitment of HOME funds, the reservation of funds for Community Housing Development Organizations (CHDOs), and expenditures. 

HOME ENERGY STAR Units Reports

These quarterly performance reports track the ENERGY STAR qualified HOME units that PJs record in HUD's Integrated Disbursement and Information System (IDIS). These reports reflect "new construction only" and "acquisition and new construction" IDIS activity types for "homebuyer" and "rental" tenure types.

HOME Expiring Funds Reports

These monthly reports identify each PJ that has a grant balance for FY 2010 and earlier. Any HOME funds appropriated in FY 2010 will not be available for HOME PJs to expend after September 30, 2017. HOME funds remaining in the PJ’s FY 2010 grant on this date will be recaptured by the United States Treasury. Also available are the final Expiring Funds Reports for Federal Fiscal Years 2002 – 2009. 

HOME Grant Specific Commitment and Disbursement Summary Reports

This monthly report reflects each HOME PJ's commitments and expenditures for open 2015 and later grants. This report will allow a PJ and HUD to easily track its HOME commitment and expenditure progress for all open 2015 and later grants by providing the information in a single report.

HOME HUD Initiated Activity Cancellation Reports

This monthly report displays all HOME activities cancelled by IDIS during the month and includes the PJ, the specific activity, and the amount available to PJs to commit to other projects. HOME activities recorded in IDIS that are over 12 months old with no funds disbursed are automatically cancelled.

HOME National Production Reports

This monthly cumulative summary report of HOME data by Federal Fiscal Year includes: funding allocations, commitments, and disbursements; leveraging ratios; lower income benefit; commitments for activities, units, and disbursements; project funding and unit completions by activity type and tenure; HOME cost per unit by tenure and activity type; and characteristics of beneficiaries in completed units.

HOME Performance SNAPSHOT & PJ Rankings Reports

These quarterly cumulative performance reports help track the HOME Program progress of PJs and can help constituents become more fully informed of the types of activities undertaken with HOME funds. The Performance SNAPSHOT is an important tool in helping to evaluate the performance of PJs by providing a context for accomplishments.

HOME PJs Open Activities Reports

These monthly reports show open activities in IDIS, including activities with 100 percent of funds drawn and with a status code of final draw as well as activities that have been open for several years with little or no HOME funds drawn. This report can help identify each PJ’s open activities in need of completion or cancellation in IDIS.

HOME PJs Vacant Units Reports

These monthly reports identify units that are marked “vacant” in IDIS and can be used to track each PJ’s progress towards 100 percent occupancy.

Post 2011 HOME Activities Reports

These monthly reports are intended to assist PJs and Field Offices track compliance with HOME completion deadlines. Depending on when funds were committed, the 4-year completion deadline is defined slightly differently. The HOME Final Rule requires that all HOME projects to which funds were committed on or after August 23, 2013 meet the definition of “project completion” at §92.2 within 4 years; the completion requirements are slightly different for funds committed prior to this date. This report can be used to view and track activities subject to the 4-year project completion deadline in IDIS, including: activities that are open, activities in final draw, or completed activities.

Post 2011 HOME Homebuyer Activities Reports

These monthly reports are intended to assist PJs in tracking compliance with the homebuyer sales deadline. The HOME Final Rule requires that all HOME-assisted homebuyer projects to which funds were committed on or after August 23, 2013 be sold to an eligible homebuyer within 9 months of construction completion. PJs can use this report to view homebuyer activities (1) that were set up in IDIS on or after August 23, 2013, in final draw status, or have more than 90 percent of the HOME funds drawn yet no draws have been processed in the past six months; or (2) that have activities with a 2012 or 2013 program year in IDIS that are in final draw status, or have more than 90 percent of the HOME funds drawn yet no draws have been processed in the past six months.

Map Tool: HOME Funded Activitiy by 114th Congressional Districts

This tool can be used to search for HOME accomplishments by 114th Congressional District by Representative last name or District code. The map shows the number of HOME participating jurisdictions within the district, the total completed HOME units, rental units, homebuyer units, homeowner rehab units, and total amount of HOME funds disbursed for the completed units. The data reflects completed units from 1992-2015.

HOPWA Performance Profiles

These quarterly cumulative reports provide a grant summary of beneficiary outcomes data and output data for activity types (housing assistance, housing development, supportive services, housing information services, and administration and management services). Reports are available for agencies receiving HOPWA formula or competitive grants. 

HUD-9902 Quarterly Reports

The HUD-9902 form records housing counseling and education activity by agencies participating in the Housing Counseling Program. The HUD-9902 data is critical because it is with this data that HUD demonstrates to Congress and the Office of Management and Budget (OMB) the impact of the program. HUD uses these numbers to justify proposed appropriations, to develop performance indicators, and report on the accomplishment of performance goals. 

HTF Deadline Compliance Status Reports

These monthly reports assist grantees and HUD Field Offices in monitoring compliance with the 2-year commitment requirement of the Housing Trust Fund (HTF) statute and the 5-year expenditure requirement of the HTF regulations.

HTF Open Activities Reports

These monthly reports help states track their open HTF activities in the Integrated Disbursement and Information System (IDIS) by Tenure Type and Activity Type.

HTF Vacant Units Reports

These monthly reports help states identify units in HTF projects that are marked "vacant" in IDIS. Field Offices can also use these reports as desk monitoring tools to view each state's progress toward 100% occupancy.

Monthly NSP Expenditure Report

This report contains grant amount and expenditure data for each NSP grantee.

NSP Action Plans

The Action Plan, also known as a Substantial Amendment, contains a description of a grantee’s intended use for NSP funds. The plan contains information on the following topics: the areas of greatest need for NSP funding; the distribution and use of funds; program definitions and descriptions; low income targeting; public comment; and activity descriptions. NSP grantees subsequently report on their use of NSP funds.

NSP Quarterly Performance Reports (QPRs)

The NSP Quarterly Performance Report (QPR) includes information on how a grantee is using its NSP funds and, more specifically, its accomplishments meeting its Action Plan projections. QPRs contain project names, activity descriptions, project locations, national objectives, funds budgeted and expended, funding sources, numbers of properties and housing units, beginning and ending dates of activities, and numbers of low- and moderate income persons or households benefiting from the use of NSP funds.