19-15 - Attachment J- Monthly Target Analysis Report.docx

This is a Monthly Target Analysis Report template developed for use by the City of Dallas Office of Housing and Community Empowerment (OHCE) under the Drivers of Poverty/Drivers of Opportunity Program, which is funded through Community Development Block Grant (CDBG) resources. The document serves as a standardized reporting mechanism for nonprofit subrecipients operating as Financial Empowerment Center (FEC) partners to track and report their performance against established metrics. The template is designed to capture both performance measures and outcome measures on a monthly and year-to-date (Y-T-D) basis, with designated spaces for goals, accomplishments, and actual results. The report requires submission by the executive director or designee with an associated date signature, and was last revised on February 3, 2026.

The Monthly Target Analysis Report is a compliance and accountability tool that enables the City of Dallas to monitor subrecipient performance in delivering professional financial counseling services, operating FEC hub sites, providing services at city-owned co-locations, and offering financial literacy programming to very low-to-moderate income residents. By requiring monthly reporting against specific performance and outcome measures, the template facilitates ongoing evaluation of whether funded organizations are meeting contracted service delivery targets and contributing to the program's objective of achieving sustained household financial stability for Dallas residents. This reporting framework ensures alignment with CDBG regulations and enables the City to assess progress toward community development objectives throughout the contract period.