• Tools and Templates

Master List Template and Benchmark Generation Tool

Date Published: November 2018



This tool provides communities with templates to help develop or improve their master list – also known as the “active” or “by-name” list – in order to meet the Criteria and Benchmarks for Achieving the Goal of Ending Veteran Homelessness. The templates can be used “as-is” or can be adapted by communities to enhance local efforts. Users should closely review the Criteria and Benchmarks for Achieving the Goal of Ending Veteran Homelessness (revised February 2017) when using the template and generation tool.

The Master List template includes all data fields necessary to measure each of the four Federal benchmarks, as well as other fields to support tracking, case conferencing, and rapid movement to permanent housing. The Benchmark Generation Tool uses data from the Master List template to automatically calculate the benchmarks and accurately monitor progress. Instruction tabs are included to provide guidance for how to use the tools and programming logic for the benchmarks.

Users may also refer to the Federal Criteria and Benchmarks Review Tool which provides a criteria checklist and benchmark worksheet to help communities assess their progress toward ending Veterans homelessness relative to the Federal Criteria and Benchmarks.

This tool is voluntary and not required by the Federal partners. This tool was developed in part with VA SSVF technical assistance resources.

Update to the Master List Template and Benchmark Generation Tool: This Tool was updated on November 5, 2018 to Version 2.2 to correct several programming errors in the calculation of Benchmarks A and B to ensure all Veterans are counted accurately. New functionality with a count of Veterans experiencing housing has been added to the top of the Benchmark report.

Veteran Master List Generation Tool

Note: This is a macro-enabled Excel workbook (.XLSM). After you download and open this file, you will see a warning message in yellow at the top of the workbook. You must click “Enable content” to allow this tool to function properly. Persons using assistive technology may not be able to fully access information in this file. For assistance with the file or questions regarding how to use it, submit a question to the Ask a Question (AAQ) portal.

Resource Links

Tags: CoC
Author Organization
  • HUD
Resource Approver
  • HUD Approved