Reports

 HUD CoC APR (all funded programs; CoC-wide for HMIS):  

• This report addresses total number of people served by the project as well as project progress toward increasing employment/income, obtaining/remaining in permanent housing, obtaining mainstream benefits, and decreasing the amount of time people remain homeless. It also addresses data quality/completeness and data entry       timeliness at program entry and exit.
• Reporting Periods/Due Dates:
• October 1 – December 31; Due: January 10
• October 1 – March 31; Due April 10
• October 1 – June 30; Due: July 10
• October 1 – September 30; Due October 10
• You will run a cumulative quarterly report at the end of each quarter. 
• This report updates in real time, so there is no need to set the end date for the End Date PLUS 1 day.
• Instructions for pulling the report in ServicePoint:
• Log in to ServicePoint » Reports » CoC-APR
• Enter the following report parameters: Select Provider (program for which you are reporting); Enter Program Date Range – 10/01/2022 to last day of current quarter; Chose the Entry/Exit Types – HUD; and click on the “Build Report” button.
• For example using Bridges West: Log in to ServicePoint » Reports » CoC-APR        » enter report parameters: Provider: Sioux City – Center For Siouxland        Bridges West (TH) (527); Program Date Range = 10/01/2022 to 06/30/2023; Entry/Exit Types: HUD » Build Report
• Save the report to your computer as a PDF.  Right click on the report; choose “Print” from the menu; Print to PDF; PDF Naming convention: Agency_Program name_CoC APR_Date range of report.file extension.
• ***NOTE: If there are errors in your data, you can click on the blue numbers for a list of clients for whom data is incomplete or missing, From there you can go into the client record, make the corrections to the data, and since the data        updates in real time, you can re-run the report and your corrected,        updated data will be displayed in the report.

Financial Management Worksheet (CoC funded Projects Only):

• This report will show your funding drawdown rate as we strive to reduce the amount of funds recaptured at the end of the grant year.
• Reporting Periods/Due Dates: Each project will have different reporting periods based on the start and end date of the project grant year. The months covered in the reporting period will be indicated on each project’s individual Financial Management Worksheet. The Due Dates will be the same as the other required reports: January 10,       April 10, July 10, and October 10.
• The Financial Management Worksheet will be distributed annually to each agency. This worksheet will be set up according to the specific grant year, not the calendar year. Therefore, funds expended will be reported for one or more quarters during each reporting period. The formulas will automatically calculate the amount of funds       expended as well as the final amount/% of funds recaptured at the end of the grant year.
• Save the worksheet to your computer. Naming  convention: Agency_Program name_Financial Worksheet_Date Range for report.file extension.

1. Financial Management Worksheet - Center For Siouxland Bridges West TH
2. Financial Management Worksheet - Safe Place RRH
3. Financial Management Worksheet - Heartland Counseling PSH
4. Financial Management Worksheet - City of Sioux City HMIS
5. Financial Management Worksheet - City of Sioux City CE

• There is no need to email this report.  The Project Monitoring and Development Committee can access via the links above.

Annual APR - CoC Funded Programs Only:

• This is the annual APR which is submitted to HUD in the SAGE HMIS Reporting Repository within 90 days of the end of your grant year. It gives a picture of your project's clients served, performance measures, and expenditures for the entire grant year.
• Report Due: Each project will have a different due date based on the end date of the project grant year.
• The Committee will pull each APR in the SAGE-HMIS Reporting Repository for their review.