CTR075474_Exhibit_F_Monthly_Navigation_Report.pdf

This document is an Exhibit F PBI (Performance-Based Indicator) Reporting Template, designed as a navigation and reporting tool for social service agencies. The template appears to be a standardized reporting form for tracking client interactions and service delivery across various assistance programs including LIHEAP (Low Income Home Energy Assistance Program), LIHWAP, ERAP (Emergency Rental Assistance Program), SSBG (Social Services Block Grant), TANF (Temporary Assistance for Needy Families), and other social service initiatives.

The template provides a comprehensive grid for documenting method of contact (in-person, phone, email/text, kiosk/tablet), client service requests, and service outcomes across multiple categories such as households in crisis, utility assistance, housing assistance, special needs, food, transportation, and case management. It includes columns for tracking approved, denied, unserved, and self-served interactions, as well as sections for portal navigation, eviction prevention, agency internal resources, and external referrals. The form is designed to capture granular data about social service interventions, allowing agencies to quantify and report on their service delivery and client engagement.