16-Attachment I - Proofs of Performance (Monthly Analysis, Overview of Accomplishments).xlsx
XLSX spreadsheet 33 KB Posted
- Solicitation number
- OCC-2025-00028249
- Issued by
- Dallas County, Texas
About this file
This is a comprehensive HOPWA (Housing Opportunities for Persons with AIDS) program performance tracking document from the City of Dallas Office of Community Care and Empowerment (OCCE), designed for subrecipient reporting and monitoring. The document contains multiple sections for tracking monthly and annual performance, including detailed templates for reporting on Tenant-Based Rental Assistance (TBRA) and Short-Term Rent, Mortgage, and Utility Assistance (STRMU) programs. The attachment requires monthly and annual documentation such as payment requests, leverage/match expenditure reports, target analyses, accomplishment overviews, demographic reports, and HMIS (Homeless Management Information System) reports.
The document outlines specific reporting requirements for housing assistance services targeting low-income persons living with HIV, with a focus on tracking housing stability, access to care, support services, and overall program performance. Subrecipients must maintain detailed client records, verify expenses, and provide comprehensive documentation including income verification forms, program evaluations, case management records, and financial documentation. The reporting framework is designed to help the City of Dallas monitor the effectiveness of HOPWA-funded housing and support services, with an emphasis on helping participants achieve stable housing, access medical care, and improve their overall living conditions.
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1-Proofs of Performance
| Revised Attachment I |
| Project Sponsor's Name |
| Housing Opportunities for Persons with AIDS (HOPWA) |
| Proofs of Performance | ||
| I. | The following Proofs of Performance should accompany Exhibit D, Request for Payment: | |
| A. | Request for Payment Detail, Exhibit D, Pages 2-3 | |
| B. | Leverage/Match Expenditure Report, Exhibit D, Page 4 | |
| C. | Budget Revision Request, Exhibit D, Page 5 (as applicable) | |
| D. | Monthly Target Analysis, Page 2 | |
| E. | Overview of Accomplishments, Exhibit F, Page 3 (at year end) | |
| F. | HOPWA CAPER Report (Part 1 - Demographics) (for each project), Exhibit G | |
| G. | HOPWA CAPER Report (Part 2 - Expenditures), Exhibit G | |
| H. | Homeless Management Information System (HMIS) CSV-CAPER Report (FY2026) (CSV File for each project downloaded from HMIS system and converted to printable report at www.sagehmis.info) | |
| I. | Source Documentation: cancelled checks, paid bills, payrolls, time and attendance records of employees working on the contract. General Ledger (G/L) can be substituted to verify expenses on the operating budget. Also, salary, wage, and fringe benefits G/L or Payroll Journal can be substituted to verify payroll costs in lieu of cancelled checks for employees. |
| II. | CONTRACTOR shall maintain on-site the following original documentation for periodic on-site monitoring reviews: | |
| A. | Supporting documentation verifying expenses reported on the operating budget. | |
| B. | Individual client records, including, but not limited to, Income Verification forms, program evaluations, and documentation of case management and supportive services, on each program participant. Such records shall be maintained in such a manner as to ensure the confidentiality of the information contained therein. |
&"Calibri,Bold"Exhibit F, Page 1 of 5
2-Monthly Target Analysis
| Revised Attachment I | |
| Project Sponsor's Name | |
| Housing Opportunities for Persons with AIDS (HOPWA) | |
| FY 25-26 | |
| Monthly Target Analysis | |
| Period: |
Performance Measure/Outcome Goal Contin-uing Oct Nov Dec Jan Feb Mar Apr May June July Aug Sep YTD Progress
| TBRA | ||
| TBRA - Housing - Unduplicated Households Served | 0 | ERROR:#DIV/0! |
| TBRA - Support Services - Unduplicated Households Served | 0 | ERROR:#DIV/0! |
| TBRA - Housing Stability - Stable Situations | ||
| TBRA - Housing Stability - Temporary Situations | ||
| TBRA - Housing Stability - Unstable Situations | ||
| TBRA - Access to Care - Housing Plan | ||
| TBRA - Access to Care - Case Management | ||
| TBRA - Access to Care - Medical Contact | ||
| TBRA - Access to Care - Medical Coverage | ||
| TBRA - Access to Care - Income Source | ||
| TBRA - Access to Care - Obtained Employment | ||
| STRMU | ||
| STRMU - Housing - Unduplicated Households Served | 0 | ERROR:#DIV/0! |
| STRMU - Support Services- Unduplicated Households Served | 0 | ERROR:#DIV/0! |
| STRMU - Housing Stability - Stable Situations | ||
| STRMU - Housing Stability - Temporary Situations | ||
| STRMU - Housing Stability - Unstable Situations | ||
| STRMU - Access to Care - Housing Plan | ||
| STRMU - Access to Care - Case Management | ||
| STRMU - Access to Care - Medical Contact | ||
| STRMU - Access to Care - Medical Coverage | ||
| STRMU - Access to Care - Income Source | ||
| STRMU - Access to Care - Obtained Employment |
&"-,Bold"Exhibit F, Page 2 of 5
3-Annual Overview
| Revised Attachment I |
| Project Sponsor's Name |
| Housing Opportunities for Persons with AIDS (HOPWA) |
Overview of Accomplishments
Complete this Report and submit with your final reimbursement request for the contract term. Although submitted at year end, feel free to include notes on Barriers and Recommendations (D) and Technical Assistance (E) during any month (as issues arise). As well, if your agency is not on target to spend all funds or meet your goals at any time during the year, your CCA may request that you complete items (A), (B), and (C) during the year (in addition to the annual report).
| PART 1: EXPENDITURES | |||||
| (A) | Budget vs. Actual Expenditures (use data from Request for Payment Detail) | ||||
| Service Category | Budget | Actual | % Progress | Comments | |
| ERROR:#DIV/0! | |||||
| ERROR:#DIV/0! | |||||
| ERROR:#DIV/0! | |||||
| ERROR:#DIV/0! | |||||
| ERROR:#DIV/0! | |||||
| TOTAL | $0.00 | $0.00 | ERROR:#DIV/0! |
REQUIRED: Please describe progress toward spending funds under your contract. If you did not spend all funds under your contract, please explain the reasons and steps you took during the year or will take next year to ensure you spend all funds.
| PART 2: PERFORMANCE | |||||
| (B) | Outputs (use data from Monthly Target Analysis) | ||||
| Output: Housing | Goal | Actual | % Progress | Comments | |
| ERROR:#DIV/0! | |||||
| ERROR:#DIV/0! | |||||
| ERROR:#DIV/0! | |||||
| ERROR:#DIV/0! | |||||
| ERROR:#DIV/0! | |||||
| TOTAL | 0 | 0 | ERROR:#DIV/0! |
| Output: Support Services | Goal | Actual | % Progress | Comments |
| ERROR:#DIV/0! | ||||
| ERROR:#DIV/0! | ||||
| ERROR:#DIV/0! | ||||
| ERROR:#DIV/0! | ||||
| ERROR:#DIV/0! | ||||
| TOTAL | 0 | 0 | ERROR:#DIV/0! |
REQUIRED: Please describe progress toward the HOPWA performance goals under your contract. If you did not meet your goals, please explain the reasons and steps you took during the year or will take next year to ensure you meet your performance goals.
| (C) | Outcome Measures (use data from Monthly Target Analysis) | ||||
| Housing Stability Outcome | Goal | Actual | Met/Not Met | Comments |
Outcomes on Access to Services/Care Goal Actual Met/Not Met Comments
REQUIRED: Please describe progress in achieving HOPWA performance outcomes under your contract. Briefly assess how HOPWA assisted households were enabled to establish and/or better maintain a stable living environment in housing that is safe, decent, and sanitary, and reduce their risks of homelessness, and improve their access to health care and other supportive services. If you did not meet your outcome measures goal and/or any of the National HOPWA benchmarks, please explain the reasons and steps you took during the year or will take next year to ensure you meet your performance goals.
| PART 3: BARRIERS, RECOMMENDATIONS, AND TECHNICAL ASSISTANCE | |
| (D) | Barriers and Recommendations |
| Describe any barriers you encountered in the HOPWA program over the past year, actions taken in response to the barriers, and recommendations for HOPWA program improvement. You may select ("X") one or more from the following list provided by HUD, or include your own. |
| HOPWA/HUD Regulations | Housing Availability |
| Discrimination/Confidentiality | Eligibility Issues |
| Supportive Services | Rent Determination/Fair Market Rent |
| Planning Issues | Technical Assistance/Training Issues |
| Multiple Diagnosed Issued | Other: |
Please include your description below.
| (E) | Technical Assistance |
| Based your experience over the past year, please describe below any areas on which you need HOPWA technical assistance. |
&"Arial,Bold"&9Exhibit F, Page &P of 5
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