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Interpreting the HUD Standards for Success Data Elements
American Association of Service Coordinators 2019 National Conference
Denver, Colorado
Kristin KuipersExecutive Director Pangea Foundation
Thaddeus D. WincekU.S. Department of Housing and Urban DevelopmentOffice of Business TransformationGrants Management and Oversight Division
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Semi Annual Performance Report
• Accountability Focused (Time Tracking)
• Service Coordinator Oriented
• Aggregate Data
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Standards for Success
• Resident Level Data
• Resident Oriented
• Outcome Focused
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Building the Standards for Success Resident File
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Personal Identifier
This is a unique code that is sent to HUD with each resident so that the resident’s
name is not sent to HUD. This code is used to ensure the information remains “De-
Identified.”
InForm – Use one Letter, for example U4321467
Not SMITH304 - this shows identifying information
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Household Identifier
This is a unique code that is sent to HUD so that the resident’s last name/household name is not sent to HUD.
For elderly residents, it is fine to use the Personal Identifier number and place an “H” after it. Since most elderly residents either live alone or when two residents live in a unit, they are both adult head of households, this value is not as essential as it is to family housing (with dependents).
InForm - if the resident Personal Identifier is 123456, the Household Identifier can be 123456H.
If there are dependents int the Household, use this same number for the dependents (123456H). SfS does not currently collect data on resident under 16.
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Participant Status Code
Does the resident use the services of the service coordinator?
A Participant:
• Interacts w/ the SC
• Does an annual assessment w/ SC to identifies wants, needs, interests, abilities.
• Comes to SC programs and events
It does not have to be the entire assessment or a formal assessment but a proactive approach to resident
engagement, interaction, and case management/follow up.
A Non-Participant does not participate in any services.
Did the resident Opt-Out? Do they never talk to SC/Non-Responsive?
They may come to an occasional social event - but they are not really a Participant in the SC program
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Resident Needs Assessment Service Code
Did the resident receive do an assessment with the SC this past year?
If Yes, mark this as Yes.
It does not have to be the entire assessment or a formal assessment but a proactive approach to
resident engagement, interaction, and case management/follow up.
You don’t have to ask every resident every question!
You know your residents best.
Use the Data Collection and Assessment process to build relationships.
Don’t ask questions you think will alienate or offend a certain resident.
Data is vital to expanding and advancing this industry. Get what you can - but don’t make residents run when they see you!
We need your expertise in helping advancing this effort but use your best discretion when working with each resident!
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HUD Service Coordinators in Multifamily Housing Program Resource GuidePage 6
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Years in Subsidized Housing
This is the number of years the resident has lived in subsidized housing
OR
The number of years living at the property the resident is currently resides
The SC usually only knows the number of years a resident has lived on that
property, so that answer is acceptable.
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Service Start Date and Intake DateFor MFSC programs, this is the date the resident first moved onto the property
For ROSS programs, this can be the date the resident enrolled in the program
Service End Date
For MFSC programs, this is the date the resident first moved off the property
For ROSS programs, this can be the date the resident completed the program
This data elements have been removed from SfS :
Data Collection Date
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Demographic Data Elements
Age (only include residents 16 and over)
Gender
Ethnicity
Race
Veteran Status
Head of Household – all adults on lease can be marked with this status
Resident Census Track - can use the same one for all residents at the property
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Income Data Elements
Household Gross Annual Income - $ amount
Supplemental Security Income (SSI) – Yes/No
Social Security Disability Income (SSDI) – Yes/No
SNAP – Yes/No
These item has been removed for MFSC programs
TANF – Yes/No
Household Housing Costs
Household Transportation Costs
Financial Account Creation
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Employment Status
Is the resident currently employed?
These data elements have been removed for the MFSC programs:
Employment Type
Employment Start Date
Occupation
Monthly Earnings
Earned Income Tax Recipient
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Highest Level of Education 0 = No schooling completed, Nursery school, or Kindergarten.1 - 11 = Grade 1 through 11.12 = 12th grade, no diploma.13 = High school diploma.14 = GED or alternative credential.15 = Less than 1 year of college credit. 16 = 1 or more years of college credit, no degree.17 = Associate's degree 18 = Bachelor's degree 19 = Master's degree).20 = Professional degree (e.g., MD, DDS, DVM, LLB, JD).21 = Doctorate degree
These data elements have been removed for the MFSC programs:
License or Certificate Attainment
Degree Attainment
Enrollment in Educational or Vocational Program
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Disability Status Does the resident have a disability as defined by the American
with Disabilities Act?
Yes/No
If Yes, Disability Category
1 = Impairment is primarily physical, including mobility and sensory impairments. 2 = Impairment is primarily mental, including cognitive and learning impairments. 3 = Impairment is both physical and mental
If Yes, Does the Disability Requires Assistance?
1 = The disabled individual requires services to manage home
activities.
2 = The disabled individual does not require services for home
management.
3 = The disabled individual was not assessed for this criteria.
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ADLs
Bathing
Dressing
Eating
Grooming
Transferring
IADL (Formerly Home Management on Semi Annual)
Handling Personal Finances
Housekeeping
Medication Management
Shopping
Operating Home Equipment
Transportation
Activities of Daily Living & Instrumental Activities of Daily Living
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Adult Personal Assistance Services
Does the resident have professional assistance in place for any
of the ADLs or IADLs reported?
Example, InHome Care/Support Services, Personal Care
Assistant, Community Home Provider, or other Adult Day
Services
Yes/No
If Yes, # of ADLs/IADLs the resident receives Adult Personal
Assistance with performing.
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Health Information/Outcomes
Primary Health Care Provider
Does the resident have a primary care physician?
Health Care Coverage
Does the resident have healthcare, and what type
For example, Medicare, Medicaid, Tri-Star, Private
Medical Examination Status
Has the resident been to the doctor for a wellness exam in the past year?
Emergency Room / Hospital Visits
Provide the number of ER/Hospital Visits during the reporting period
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Substance Abuse Treatment
Is the resident currently being treated
Not being treated now but have been treated in the past
Never Treated
Resident Refused
Resident Does Not Know
Not Applicable
Information Not Collected
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Service Coordination Service Code
# of service interactions with the service coordinator
This is total resident Service Interactions. Count all
Service Interactions (individual services, group services,
and programs the SC put on)
Do not count Outreach as a service interaction
(This may be added in the future as its own data element)
Service Interactions
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Service Types
If the services falls into one of the other HUD Service Codes, you can make that also. If not, it will be captured in the Service Coordinator Code of total interactions. You don’t have to mark any of the service specific codes if they are not relevant to your interactions.
Adult Basic EducationESLCareer GuidanceFair Housing and Civil RightsTax PreparationLegal AssistanceFinancial Education Pre/Post Housing CounselingConflict Resolution Job Readiness Parenting SkillsHousehold Skills/LifeskillsETC.
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Frail or Disabled Resident Received Services
Is the resident disabled as defined by Americans with Disabilities Act
AND/OR
Is the resident frail – Does the resident have 3 or more ADLs
If YES
Was the resident served?
If Yes, How Many Times?
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Permanent Housing Placement Code
When the resident leaves the property document this item. Select the reason:
Another Apartment
Group Home
Higher Level of Care
Eviction
Death
Unknown
Other
Permanent Housing Placement Date (same as Service End Date)
Use Move out date
Move Out Data Elements
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SfS - Measuring the National Impact
Demographic Information +
Health / Wellness / Economic Stability Information +
Service Interactions
=
Resident Outcomes:Length of Stay/Aging in Place, Eviction Prevention, Met ALDs, Reduced Hospital/ER Visits, Increase Annual Wellness Exams, etc.
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Standards for Success Reporting
Questions and Answers
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Help Resource Subject Area Contact
HUD Standards for Success •General questions regarding HUD Standards for Success•Feedback submissions regarding HUD Standards for Success
GrantSolutions Help Desk •Technical issues or questions using the GrantSolution inForm tool•Requests for GrantSolution inForm:
• user account access• account usernames• account password reset
202-401-5282866-577-0771
Pangea Foundation •Questions regarding AASC Online•Questions regarding FamilyMetrics
HUD MFH Program OfficeHUD ROSS Program Office
•Program-specific questions MFH Program ContactROSS Program Contact
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