HOME Monitoring

Participating Jurisdictions (PJs) are responsible for managing the day-to-day operations of their HOME Investment Partnerships Programs (HOME) and ensuring that HOME funds are used in keeping with program requirements. The regulations require that the performance of each subrecipient and contractor receiving HOME funds must be reviewed by the PJ as least annually. PJs must also monitor projects throughout the applicable affordability period.

Three primary goals of monitoring are to:

  • Ensure production and accountability

  • Ensure compliance with HOME and other Federal requirements

  • Evaluate organizational and project performance as well as project viability (financial health, development capacity, management capability, etc.)

Effective monitoring is not a one-time event, but an ongoing process of planning, implementation, communication, and follow-up. As a result, a PJ's HOME monitoring activities are most effective when distributed throughout its program year. Monitoring involves many people from inside and outside the agency and requires detailed information, reports, meetings, and documentation. Not only must PJs monitor organizations they have entrusted with HOME funds, but they should also conduct internal monitoring to ensure the local HOME program is being administered correctly.

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Policy Guidance

  

HOMEfires

HOMEfires Vol. 4, No. 4: Guidance on PJ Responsibilities for Monitoring with Respect to Entities Using Its HOME Funds

What are a PJ's responsibilities for monitoring with respect to entities using its HOME funds?

Date Published: September 2002

HOME CPD Notices

Notice CPD-12-007: Operating Guidance for Implementing FY 2012 HOME Appropriation Requirements

Note: CPD Notice 14-08 supercedes CPD Notice 12-007.

This Notice provides background and requirements on the Consolidated and Further Continuing Appropriation Act of 2012 (PL 112-55) as well as information on the implementation of the FY2012 HOME Appropriation law.

Date Published: May 2012

Notice CPD-08-06: Implementing Risk Analyses for Monitoring CPD Grant Programs in FY 2009

This Notice provides a consistent methodology for conducting risk analyses for CPD formula and competitive grantees and establish monitoring priorities within available resources.  This risk analysis process has been incorporated into CPD’s Grants Management Process (GMP) system, a computer-based information system which is utilized to provide a documented record of conclusions and results.

Date Published: October 2008

Notice CPD-93-29: Field Office Monitoring of HOME Investment Partnerships Program Participating Jurisdictions

This Notice explains the background, purpose, objectives, role of technical assistance, and monitoring procedures for HOME PJs.

Date Published: September 1993

Guidebooks and Training Manuals

  

Monitoring Home - Guidebook and Slides

This guidebook is a tool for PJs to use in monitoring their own operations and the other entities they fund to ensure compliance with HOME requirements. 

Date Published: September 2010

Tools

  

HUD Community Planning and Development Monitoring Handbook - 6509.2 REV-7

This Handbook establishes standards and provides guidance for CPD Field Staff to monitor CPD programs and technical functions.

Date Published: February 2017

HOME Monitoring Tools 

This checklist provides access to tools and Federal requirements for the HOME program. 

Date Published: December 2010