Exhibit_F_-_Monthly_Navigation_Report.xlsx

XLSX spreadsheet 347 KB Posted

Attached to
Master Agreement AZ|CTR075530
Contract number
CTR075530
Issued by
Arizona

About this file

This document is a monthly navigation report template from the Human Services Department (HSD), specifically focused on tracking client service interactions and program utilization. The report appears to be for fiscal year 2025, covering monthly data collection from July through September, with placeholders for subsequent months. The report is designed to track various methods of client contact (in-person, phone, email/text, kiosk/tablet) and service requests across multiple program categories including LIHEAP, LIHWAP, ERAP, SSBG, STCS/TANF, NHN, CSBG, and Assurance 16 programs.

The report captures detailed metrics on client service interactions, including approved and denied applications, unserved clients, and service requests. Key data points include total client contacts (ranging from 1,600-1,977 per month), contact methods, service categories, and referral types. The navigation report breaks down interactions by method of contact, service types requested (such as utility assistance, housing assistance, crisis intervention, transportation, and case management), and tracks both internal agency resources and external referrals. The document includes a comprehensive instructions section explaining each data field and reporting category, suggesting this is a standardized tracking tool for human services program performance and client engagement.

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Template

1. Agency Name2. Report Month3. Report Year
4. METHOD OF CONTACT5. IN PERSON6. PHONE7. EMAIL/TEXT8. KIOSK/TABLETTOTALPBI Reporting Template
0
9. APPROVED0
10. DENIED0
11. UNSERVED0
12. SELF SERVED0
Assurance 16
13. SERVICE REQUESTED ->14. HOUSEHOLDS IN CRISIS15. UTILITY ASSISTANCE16. HOUSING ASSISTANCE17. SPECIAL NEEDS18. FOOD19. IN-KIND SERVICE / INCIDENTAL20. TRANSPORTATION21. CASE MANAGEMENT22. WEATHERIZATION23. Energy Education24. Energy Advocacy25. Energy Kit
PORTAL NAVIGATION (LIHEAP/LIHWAP/ERAP)
SSBG
STCS/TANF
NHN
CSBG
LIHEAP ASSURANCE 16
AGENCY INTERNAL RESOURCES
EXTERNAL REFERRAL
TOTALS000000000000

https://app.powerbigov.us/groups/me/apps/15684fa2-b620-4944-a398-1c5a27e3f6a1/reports/51180e85-b47e-4f81-9089-ebdb697f6d78?ctid=30cd35d4-9951-4a72-978e-89655075c17f July FY 25

1. Agency Name2. Report Month3. Report Year
4. METHOD OF CONTACT5. IN PERSON6. PHONE7. EMAIL/TEXT8. KIOSK/TABLETTOTALPBI Reporting Template
1808
9. APPROVED20580010295
10. DENIED264701083
11. UNSERVED28959010821430
12. SELF SERVED00000
Assurance 16
13. SERVICE REQUESTED ->14. HOUSEHOLDS IN CRISIS15. UTILITY ASSISTANCE16. HOUSING ASSISTANCE17. SPECIAL NEEDS18. FOOD19. IN-KIND SERVICE / INCIDENTAL20. TRANSPORTATION21. CASE MANAGEMENT22. WEATHERIZATION23. Energy Education24. Energy Advocacy25. Energy Kit
PORTAL NAVIGATION (LIHEAP/LIHWAP/ERAP)189269
SSBG
STCS/TANF2022
NHN
CSBG724034
LIHEAP ASSURANCE 16
AGENCY INTERNAL RESOURCES22715146201743
EXTERNAL REFERRAL

Stephen Griffin (HSD): Stephen Griffin (HSD):

Added External Referrals to case management. TOTALS 508 324 202 0 0 20 0 17 43 0 0 0 https://app.powerbigov.us/groups/me/apps/15684fa2-b620-4944-a398-1c5a27e3f6a1/reports/51180e85-b47e-4f81-9089-ebdb697f6d78?ctid=30cd35d4-9951-4a72-978e-89655075c17f August FY 25

1. Agency Name2. Report Month3. Report Year
4. METHOD OF CONTACT5. IN PERSON6. PHONE7. EMAIL/TEXT8. KIOSK/TABLETTOTALPBI Reporting Template
1977
9. APPROVED190108020318
10. DENIED6450657
11. UNSERVED16183013581602
12. SELF SERVED00000
Assurance 16
13. SERVICE REQUESTED ->14. HOUSEHOLDS IN CRISIS15. UTILITY ASSISTANCE16. HOUSING ASSISTANCE17. SPECIAL NEEDS18. FOOD19. IN-KIND SERVICE / INCIDENTAL20. TRANSPORTATION21. CASE MANAGEMENT22. WEATHERIZATION23. Energy Education24. Energy Advocacy25. Energy Kit
PORTAL NAVIGATION (LIHEAP/LIHWAP/ERAP)241373
SSBG
STCS/TANF542631
NHN
CSBG795433
LIHEAP ASSURANCE 16
AGENCY INTERNAL RESOURCES36133215301077
EXTERNAL REFERRAL
TOTALS735486279003001077000

https://app.powerbigov.us/groups/me/apps/15684fa2-b620-4944-a398-1c5a27e3f6a1/reports/51180e85-b47e-4f81-9089-ebdb697f6d78?ctid=30cd35d4-9951-4a72-978e-89655075c17f September FY 25

1. Agency Name2. Report Month3. Report Year
4. METHOD OF CONTACT5. IN PERSON6. PHONE7. EMAIL/TEXT8. KIOSK/TABLETTOTALPBI Reporting Template
1600
9. APPROVED13157021209
10. DENIED5340140
11. UNSERVED12767011571351
12. SELF SERVED00000
Assurance 16
13. SERVICE REQUESTED ->14. HOUSEHOLDS IN CRISIS15. UTILITY ASSISTANCE16. HOUSING ASSISTANCE17. SPECIAL NEEDS18. FOOD19. IN-KIND SERVICE / INCIDENTAL20. TRANSPORTATION21. CASE MANAGEMENT22. WEATHERIZATION23. Energy Education24. Energy Advocacy25. Energy Kit
PORTAL NAVIGATION (LIHEAP/LIHWAP/ERAP)183284
SSBG
STCS/TANF88
NHN
CSBG623439
LIHEAP ASSURANCE 16
AGENCY INTERNAL RESOURCES2687718527645
EXTERNAL REFERRAL
TOTALS52139523200270645000

https://app.powerbigov.us/groups/me/apps/15684fa2-b620-4944-a398-1c5a27e3f6a1/reports/51180e85-b47e-4f81-9089-ebdb697f6d78?ctid=30cd35d4-9951-4a72-978e-89655075c17f November FY 25

December FY 25

January FY25

February FY 25

March FY 25

April FY 25

May FY 25

June FY 25

Instructions

Instructions
1Agency NameSOW DES Reporting.docx
2Month which data was collected
3Year which data was collected
4The method which the client contacted the agency
5Client came in person to the agency facility
6Client called the agency on the phone
7Client sent an email or text (SMS) message to the agency
8Client utilized a kiosk or tablet provided in the agency lobby/waiting area
9Client's application for services was approved
10Client's application for services was denied
11The agency did not have any services to meet the needs of the client
12Client was referred to self-serve through the DES or other portal
13Enter which services the client requested when contacting the agency
14Client was facing an imminent crisis (eviction, utility disconnection, etc.) when contacting the agency
15Client was in need of utility assistance
16Client was in need of housing assistance (rent, mortgage, temporary shelter, etc.)
17Client had a special need related to gaining or maintaining employment
18Client was in need of food or food resources
19Client was in need of in-kind (tangeble) items (fan, blanket, etc.)
20Client was in need of transportation services or assistance with transportation costs
21Client was in need of ongoing case mangement
22Client was in need of Weatherization for their residential dwelling
23Client was provided energy education (demonstrations, budget counseling, conservation training, pamphlet, etc.)
24Client was provided energy advocacy (Advocate on behalf of households with home energy vendors to prevent disconnection, helping the client effectively communicate with the vendor to maintain service, etc)
25Client was provided with an energy kit (LED bulbs, electrical outlet covers, water reducing aerators, light bulb timers, etc.)

https://maricopacounty.sharepoint.com/:w:/r/sites/HSD/T%20Drive/Community%20Resilience%20Division/Administration%20Staff/Katie/SOWs/Other/SOW%20DES%20Reporting.docx?d=w9159c1ffcb0743f4a6bf7cec6ea1c276&csf=1&web=1&e=NNFMY9

File details come from the government source that posted it. Updated .