Using Sage for CoC Annual Performance Report Training
Learn about utilizing Sage, the new HMIS Reporting Repository, for submitting APRs for HUD CoC homeless assistance grants. Understand CSV files, data transfer processes, and benefits of using Sage for CoC reporting. Explore updates regarding project-level data integration and alignment for improved reporting efficiency.
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Annual Performance Report (APR) Training: Using Sage to Complete your APR CoC and Recipient Training September 25, 2018 Valerie Reed Sweed, Senior CPD Representative, San Antonio Field Office
Learning Objectives Identify what the Sage HMIS Repository is, and how it is used by CoC Program recipients to complete their APR Identify additional Sage resources
What is Sage? As of April 1, 2017 Sage is the new HMIS Reporting Repository that must be used by all recipients of HUD CoC homeless assistance grants to submit their APRs Sage is an online portal for the submission of aggregate, de-identified data from HMIS or comparable databases via a Comma Separated Value (CSV) import Sage replaces e-snaps for CoC APR reporting e-snaps is still used for project and collaborative applications to HUD Access Sage at: https://www.sagehmis.info/
What is a CSV file? CSV-APR Report is a o Zipped file generated by your HMIS or comparable database o 65 individual tables of aggregate data o No client level data is transferred
How Sage works (CoC APR) Single data transfer from e-snaps to Sage for FY13 projects and forward as the grants are awarded in the system. FY17 grants have all been added now Data transfer from e-LOCCS to Sage 2x each week. If a change has been made in e-LOCCS it will not show up in Sage until the next transfer Operating start and end dates for the reports are generated from e-LOCCS
Benefits of Sage Reduced data entry burden for recipients o Aggregate data is imported via a CSV-APR Report from HMIS data o Pre-population of administrative and financial data from both eSnaps and eLOCCS Direct access to APRs by CoC Primary contacts and HUD Field Office staff Enhanced options for running reports
Annual Performance Report (APR) Updates Project-level performance data are now integrated into the relevant questions Series of questions just on: youth, veterans and persons experiencing chronic homelessness Better alignment of data to calculate utilization rates
Other APR improvements Project-type specific APRs: o HMIS Dedicated Grant APR narrative format to enable HUD to gather information about HMIS implementations as their APR o Planning Grants Simple narrative format in Sage o SRO Simplified to basic use information, no CSV-APR upload required CSV-APR uploads only required for the Full APR
APR Submission Steps in Sage o Grant Information o Bed and Unit Inventoryand Utilization o Contact Information o Financial Information o Performance Accomplishments o Additional Comments* o CSV APR Upload o Sign and submit *Use the narrative and additional comments to explain special detail such as if goals were not met (such as proposed beds & persons served), low utilization rates, deobligation of funds, when other is marked under other locations for the living situation section
When are APRs Due? *APRs are due in Sage no later than 90-days after grant expiration *Final draws must be completed in LOCCS prior to submitting the APR in Sage
Additional Sage Resources Review trainings on the HUD Exchange at https://www.hudexchange.info/programs/sage/ Resources for submitting APRs in Sage are available in the Guides and Tools and Webinars and Virtual Trainings at https://www.hudexchange.info/programs/e-snaps/guides/apr/#guides-and-tools If you have questions regarding the APR, please submit them to Ask A Question via the HUD Exchange at please be sure to select Sage
