update on the revised performance progress report and ... · email the usernames of staff members...
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2018 CED Grantee Capacity Building Series Update on the Revised Performance Progress
Report and Overview of Resources
Division of Community Discretionary and Demonstration Programs Office of Community Services April 5, 2018
Agenda
Purpose of the Performance Progress Report
PPR timeline and important dates
Overview of changes to the PPR
Resources and support
Purpose of the PPR A semi-annual report that collects key data on your project outcomes related to jobs and businesses created.
Importance of the PPR: Provides a snapshot of the progress of the project to your Program Specialist and OCS
Collects key information on key indicators
Allows OCS to identify any projects that may need further assistance Provides funders with aggregate data to show the value and contributions to the community
Forms and Indicators
Form A
Form B
Form E
• Quantitative – Businesses, Positions, Employees, and Leveraging
• Qualitative – Narratives about your project
• Financial – How you’re using grant funds
Timeline
Reporting Period Covered Reporting System Opens Date Due
October 1– March 31 April 1 April 30
April 1 – September 30 October 1 October 30
Accessing OLDC from GrantSolutions
First-time CED grantees who received a FY 2017 grant must submit the Request for OLDC Access Form.
Returning CED grantees who received a FY 2017 grant must email the usernames of staff members who need access to the FY 2017 grant in OLDC to [email protected].
Returning CED grantees reporting on a grant awarded prior to FY 2017 will continue to use their existing GrantSoltuions login information to access the PPR in OLDC.
Additional staff who need access to GrantSolutions and/or OLDC should contact [email protected].
Accessing Grantee Systems GrantSolutions OLDC
Purpose Accessing NOA; ongoing grant administration; communication with Program Specialist and Grants Management Specalist
Semi-annual programmatic reporting via
the PPR
Accessing the
System
• Project Contacts and Authorized Officials granted access at time of award
• Additional new users submit Grantee User Request Form
• First-time FY 2017 Grantees and additional new users submit Request for OLDC Access Form
• Returning grantees who received an FY 2017 grant, send username to [email protected]
Form to Complete
www.acf.hhs.gov/ana/resource/gr ant-solutions-grantee-user-account-request-form
www.acf.hhs.gov/sites/default/file s/ocs/oldc_access_request.pdf
• Submit completed forms to: [email protected]
Accessing OLDC from GrantSolutions • Log in to GrantSolutions at www.grantsolutions.gov • Select ‘Online Data Collection’ from the menu bar and the “OLDC Home” screen will open in a new window.
Screenshot A Screenshot B
Overview of Changes
Effective April 2018
Focused on clarifying language Added/Updated existing indicators
More streamlined PPR More clarity for grantees Increased consistency across data Better ability to demonstrate the impact of CED projects
Changes to Form A and Form B
No changes to Cover Page or Form E
Changes to Form A Language added to several indicators to clarify that collected data is for individuals with low income.
Indicator Previous PPR Language Updated PPR Language A-05-J Total # of part-time
positions created Total # of part-time positions created for low-income individuals
A-06-J Total # of full-time positions created
Total # of full-time positions created for low-income individuals
A-07-J # of those full-time positions that were created AT LEAST six
# of those full-time positions that were created for low-income individuals AT LEAST six
months ago months ago
Changes to Form A (cont.) Previous PPR Language Updated PPR Language
A-08-J # of full-time positions created that have been or were operational in the community for AT LEAST six consecutive months
# of full-time positions created for low-income individuals that have been or were operational in the community for AT LEAST six consecutive months
A-09-J Total # of full-time positions created with health care benefits
Total # of full-time positions created for low-income individuals with health care benefits
A-10-J Total # of full-time positions created with paid sick leave
Total # of full-time positions created for low-income individuals with paid sick leave
A-11-J Total # of full-time positions created with retirement benefits
Total # of full-time positions created for low-income individuals with retirement benefits
A-12-J Total # of full-time positions created with profit-sharing
Total # of full-time positions created for low-income individuals with profit-sharing
Indicator
Changes to Form A (cont.) New Indicator: A-15-E: # of low-income individuals who received a certification for a full-time position created
Removed Indicator: A-30-F related to program income generated by the project
Indicator numbers have changed due to addition and removal of other indicators. Pay close attention to the indicator you are reporting on!
Changes to Form A (cont.) An asterisk (*) Indicates a change to Form A
(1) Indicator Number
(2) Objective/
Goal
(3) Indicator
(4) Baseline
(5) Project Target
A-15-E* # of low-income individuals who received a certification for a full-time position created*
A-[16]*-E Employ low-income Individuals in positions created
Total # of low-income individuals including TANF recipients employed in full-time positions created
A-[17]*-E # of those low-income individuals employed who were TANF recipients
Changes to Form B Updates to Project Description Section:
Renamed Indicator: A-01: “Project Strategy & Update”
New Indicator: A-06: Captures Board of Directors Information
Updated Indicator: A-09: slightly updated to clarify it includes all types of loans “Will or did your organization create a loan or revolving loan fund with CED funds?”
A-01 Project Strategy [& Update]*
A-02 Type(s) of New Business Created
A-03 Distinctive Characteristics of Participants
A-04 Distinctive Characteristics of Community
A-05 Geographic Location
A-06* Composition of Board of Directors/Board Leadership*
A-[07]* Public and Private Partnerships
A-[06]* Will or did your organization purchase equity in a business
with CED grant funds?
A-[09]* Will or did your organization create [a loan]* or revolving
loan fund with CED funds?
Changes to Form B (cont.) An asterisk (*) Indicates a change to Form B B. Program Indicators
(1) Activity Number or Label
(2) Activity Description
(3) (4) Explanation
Project Description
B-01 New Business Creation B-02 Business Expansion B-03 New Job Creation B-04 Population Served B-05 Participant Recruitment B-06 Participant Training B-07 Participant Placement in Jobs B-08 Participant Retention B-09 Leveraged Funding B-10 Partnerships B-11* Filing of Notice of Federal Interest (for
projects involving real property only)* B-12* Job Creation Involving Flexible Work
Policies* B-12* Evaluation* B-13 Other Accomplishments
C-01 New Business Creation C-02 Business Expansion C-03 New Job Creation C-04 Population Served C-05 Participant Recruitment C-06 Participant Training C-07 Participant Placement in Jobs
C-08 Participant Retention C-09 Leveraged Funding C-10 Partnership C-11* Filing of Notice of Federal Interest (for
projects involving real property only)* C-11* Composition of Board of Directors* C-12* Job Creation Involving Flexible work Policies* C-12* Evaluation* C-13 Other Challenges
Changes to Form B (cont.) Updates to Highlights & Major Accomplishments and Challenges & Resolutions Sections:
New Indicators: B-11 and C-11:“Filing of an NFI”
New Indicators: B-12 and C-12: “Job Creation Involving Flexible Work Policies”
Removed Indicators: Evaluation. Grantees no longer need to report.
Highlights & Major Accomplishments (An asterisk (*) Indicates a change)
Challenges & Resolutions (An asterisk (*) indicates a change)
Changes to Form B (cont.) Updates to Changes Section
Renamed Indicator: D-08: Renamed “Composition of Board of Directors/Board Leadership”
Removed Indicators : D-11: Evaluation. Grantees no longer need to report.
Changes (An asterisk (*) Indicates a change ) D-01 Planned Services D-02 Planned Timeline D-03 Planned Outcomes D-04 Budget D-05 Leveraged Funding D-06 Partnerships D-07 Staffing D-08 [Composition of Board of
Directors/]* Board Leadership D-09 In the Community D-10 In the Field D-11* Evaluation* D-[11]* Other Changes
Resources – PPR Information Page http://www.acf.hhs.gov/programs/ocs/resource/ced-ppr-information-page
Resources - Data Collection & Reporting • CED Performance Progress Report (PPR) Forms and Instructions
• Understanding Reporting Requirements and Collecting Data
• Frequently Asked Questions
Resources – Data Collection Tool
Technical Assistance • OCS Program Specialists • Provide general grant assistance and guidance
• Can refer you to the right resources and help you make sense of the issues you're encountering
• Be sure to update your Program Specialist about changes in your grant information
• OCS Registrar • Provides technical assistance for reporting with the PPR
• Email us at [email protected]
Questions?