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. 14, No. 2: Guidance on Fee For Monitoring of HOME-Assisted Rental Projects

How can a HOME Participating Jurisdiction (PJ) determine the amount of its fee for ongoing monitoring of HOME-assisted rental projects?

Date Published: April 2018

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-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

CPD Monitoring

This page provides information and resources to CPD grantees and CPD Field Office staff to assist in preparing for a HUD monitoring review, conducting a self-review, or monitoring subrecipients and other partners.

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

Videos and Training Material

Building HOME Online Training

This interactive self-paced online training is a comprehensive introduction and important refresher on key HOME Program requirements and topic areas. Complete all modules to learn the full breadth of eligible HOME activities and to access guidance related to effective and compliant implementation.

Date Published: January 2020