2. Outreach and Goal-Setting
3. Case Management / Coaching
4. Increasing Earnings
5. Building Financial Capability
6. FSS Infrastructure
6. FSS Infrastructure
Key FSS program measures include:
As noted in Chapter 6.4, the section on FSS Reporting to HUD, PHAs must comply with the data submission requirements associated with the FSS Addendum and any FSS Notice of Funding Availability through which they have received funding.
Many FSS programs collect and analyze more than the required program data in order to track success of participants and to monitor program outcomes.
FSS Programs can also collect and analyze additional data in order to:
This video explains the value of data collection and analysis.
FSS © 2017 | U.S. Department of Housing and Urban Development
PHAs and owners may find it valuable to track data on a variety of participant and program outputs—which are the immediate results that indicate completion of a task, such as finishing a training program—and outcomes—which represent the longer-term changes that follow an activity, such as obtaining a promotion or pay increase. These include:
The information that follows list specific measures to track for each type of outcome.
(i) Number of Participants
Tracking participant information can help FSS programs estimate future FSS caseloads and provide justification to HUD for FSS coordinator funding and meeting minimum program size requirements.
Recommended participant data to track include:
(ii) Changes in Employment and Income
FSS programs may wish to take a more in-depth look at changes in earnings and employment over time and across different segments of the FSS population.
Recommended data to track to understand changes in earnings/employment over time include:
(iii) Savings and Debt
Some FSS programs, especially for programs with a specific focus on building financial capability, may want to track participant information with regard to savings, debt, and credit over time.
Savings and debt measures include:
This video provides additional suggestions for monitoring participants’ financial capability and household stability.
(iv) Services Provided
FSS programs typically monitor and evaluate the services and resources provided to individual participants to ensure that their particular service needs are met.
In addition, FSS programs may wish to track the following:
Click the arrows below to learn more about checking and estimating the value of leveraged services.
Value of Leveraged Services
Many FSS programs have developed strategic partnerships with key partners to receive services at no cost. There is value to these services and some PHAs use this value as leverage to obtain additional funding or resources.
FSS programs may also wish to track the value of leveraged services as part of the partnership agreement with a service provider. Service providers may have experience estimating the value of services for funding applications and can often provide estimates of the values of the services they provide.
Guidelines on how to Estimate Value of Leveraged Services
FSS programs may need to develop their own estimates.
(v) Graduations and Other Participant Exits
Coordinators will need to track completion of FSS goals and determine whether participants are eligible to graduate from the program and access the funds in their escrow accounts.
FSS coordinators may also find it useful to track the progress of participants who leave the FSS program even if they cannot count them as FSS program graduates.
Recommended data to track on graduates and other program exits includes:
Exit Meetings with Graduates
Exit surveys or closeout meetings with participants prior to graduation can help coordinators learn about the participant’s:
Tracking Participants after Graduation
Some FSS programs attempt to contact and survey participants after they graduate to gauge participant success after the program ends and to obtain participant feedback on the program.
Case management software can be useful to support the service coordination of FSS participants. Case management software provides an automated way of keeping track of your meetings with clients and their progress in achieving their goals.
PHAs and owners that are already using existing property management software to track and report household data may be able to add case management or supportive services modules to their package.
Stand-alone case management software is also available. A few examples are listed here. (Note that inclusion on this page is for informational purposes only, and does not imply the endorsement of HUD or any other organization.)