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CSBG CLIENT CHARACTERISTIC ANNUAL REPORTING FORM

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If mom and dad both receive SSI mark 13d (SSI) only once. If mom has a job and dad collects a pension mark 13f (pension) and 13i ... – PowerPoint PPT presentation

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Title: CSBG CLIENT CHARACTERISTIC ANNUAL REPORTING FORM


1
CSBG CLIENT CHARACTERISTIC ANNUAL REPORTING FORM
  • CSD 295-CCR (Rev. 1/06)

2
(No Transcript)
3
This form is not as daunting as it may
seem.This training is designed to assist you in
understanding the CSD 295.
4
Please NoteThe form is divided into two
sections for your convenience 1) data collected
on individuals 2) data collected on
families.The items collecting data on
individuals are yellow.The items collecting data
on families are blue.
5
Lets get started.
  • We will review each item on this form.

6
Item 1 Contractor Information
  • Please make sure you fill in the correct
    Contract and Reporting Period

7
Items 2 3 are intended to collect the number of
individuals that received services.
  • ITEM 2 Collects the number of people served
    that you were able to collect at least one
    characteristic about.
  • ITEM 3- Collects the number of people served that
    you were not able to collect any characteristics
    about.

8
Items 3 4 are intended to collect the number of
families served.
  • ITEM 4 Collects the number of families served
    that you were able to collect at least one
    characteristic about.
  • ITEM 5- Collects the number of families served
    that you were not able to collect any
    characteristics about.

9
Remember
  • An individual is considered a family of one!
  • This means the totals in items 4 5 include
    individuals.
  • Item 4 should at least be equal to item 2 (and
    item 5 should at least be equal to item 3)

10
Avoid Duplication!
  • Be sure that you are tracking services carefully.
  • Be sure that an individual receiving seven
    services is recorded as one (1) individual and
    not seven (7) individuals.

11
Item 6 - Gender
  • On the new form you will not be able to save
    your form if the total for Item 6 is greater that
    the total reported in Item 2.
  • Why?
  • For example, if you reported in Item 2 that you
    served and collected information about 1,000
    individuals it is impossible to report the
    gender of 1,001 individuals.
  • (This is also true for item 7)

12
Item 7 - Age
  • Record the age of each individual receiving
    services.
  • Note that this section is in yellow, which means
    you are recording the information only for the
    individual receiving service.
  • If an individual comes in to get services and
    they tell you they have a three year old son,
    unless the son is receiving services, do not
    record the sons age here.

13
Item 8 Ethnicity/Race
  • Record Ethnicity (This total cannot exceed the
    value reported in Item 2).
  • Record Race (This total cannot exceed the value
    reported in Item 2)
  • Please note that you report information under
    both Race and Ethnicity.
  • NOTE Two new categories have been added to Item
    8. This year, this form will also collect Asian
    and Native Americans.

14
OFFICE OF MANAGEMENT BUDGET (OMB) WEBSITE
  • ETHNICITY STANDARDS
  • http//www.whitehouse.gov/omb/fedreg/ombdir15.ht
    ml

15
Item 9 Education Level of Adults
  • Please Note
  • Item 9 only collects the education level of
    adults ages 24
  • Therefore, the total reported in item 9 cannot
    exceed the sum of 7e 7h reported in item 7
    above.

16
Item 10 No Health Insurance Disabled
  • Item 10 a b collect two sets of information
  • the number of persons reporting and the number of
    people surveyed.
  • The number of persons reporting an answer cannot
    exceed the number of person surveyed.
  • For example, if you surveyed 1,000 individuals
    it would be impossible for 1,001 individuals to
    respond.

17
Item 11 Family Type
  • Ask everyone, even individuals, their family
    type. If they are an individual, record them
    under 11d as a single person. Remember
    Individuals are a family of one.
  • On the new form you will not be able to save
    your form if the total for Item 11 is greater
    that the total reported in Item 4.
  • Why?
  • For example, if you reported in Item 4 that you
    served and collected information about 500
    families it is impossible to report the family
    type of 501 families.
  • (This is also true for item 12)

18
Item 12 Family Size
  • Record all responses to family size under 12a.
  • Remember Even a single person has a family size
    of one.

19
Item 13 Family Income
  • Please note
  • This item collects the income sources of the
    entire family.
  • Each source of income for the family should only
    be reported once.
  • Lets look at an example..

20
Examples
  • If one family receives SSI, TANF and General
    Assistance mark 13c (TANF), 13d (SSI) and 13g
    (GA) each only once.
  • If mom and dad both receive SSI mark 13d (SSI)
    only once.
  • If mom has a job and dad collects a pension
    mark 13f (pension) and 13i (employment other
    source) each only once.
  • If mom and dad both have jobs mark 13j
    (employment only) only once.

21
Item 13 Source of Income Continued
  • Please Note If a family reports that they have
    no income mark 13b.
  • Note that a family reporting no income is
    reporting their source of income (their source is
    that they have no source)
  • Thus this family should be included in 13a (the
    number of families reporting one or more sources
    of income).

22
More information on Item 13 Source of Income
  • Because Item 13a is asking for the number of
    unduplicated families reporting their income
    this number should be close to the number
    reported in item 4 (total number of families you
    collected on or more characteristics about).
  • Because items 13b 13k are collecting sources
    of income for the family and are recorded only
    once per family the numbers reported in each
    line item (13b 13k) should not exceed the total
    number reported in 13a.
  • 13b-k are not added.
  • For example, if you collect the sources of
    income for 500 families it is impossible to
    report that 501 families receive SSI

23
Item 14 Level of Family Income
  • Record the level of family income for each
    family using the Federal Poverty Guidelines.
  • The Guidelines are available at www.csd.ca.gov

24
Item 15 - Housing
  • Record the type of housing of each family

25
Item 16 Other Family Characteristics
  • Record each family claiming to have the
    characteristics of Farmer, Migrant Farmworker
    and/or Seasonal Farmworker

26
That completes our review of CSD 295 Client
CharacteristicsLets do an example!
27
An African American mother (Sue) comes in with
her three children looking for services. She is
married to a Latino man (Jose), who has a full
time job at a local cannery. They live in a two
bedroom apartment in the county. The oldest
child (Jason) is 12, and is from a previous
marriage of Sue and is African American. The
other two children (Marie, Joseph) are biological
children of Sue and Jose. They both identify
with the Latino ethnicity and consider themselves
as mixed race. Sue is 38, Jose is 43, Jason is
12, Marie is 9, and Joseph is 6. Jose has his
GED and has attended some college but never
finished. Sue graduated high school. She is not
currently working, and has been unable to find
work. Sue receives food stamps and SSI. The
family income is 20,548. She is looking to get
services to help her build her skills and find
employment. She is also requesting youth
programs for her three children. The family does
not have health insurance. The agency will be
providing services to Sue, Jason, Marie and
Joseph.How do you record this information?
28
Another example
29
You administer a program on Sunday mornings that
passes out bagged lunches to the low-income
people in your community. The program is
administered by volunteers and they are usually
very busy passing out lunches. This particular
Sunday was especially busy. The volunteers
counted 512 people that received a lunch,
unfortunately they did not collect any additional
information on any of the people. The next
Sunday was also busy. This week, the volunteers
counted 127 people receiving lunches. One of the
volunteers thought they recognized some of the
people from the previous week, but they couldnt
be sure. How do you record this information?
30
Due Dates
  • CSD 295 is an annual report.
  • The report covering the period of
  • January 1, 2006 December 31, 2006
  • is due
  • January 20, 2007

31
HELPFUL HINTS
  • SEND FORMS TO CORRECT
  • E-MAIL ADDRESS CSBGreports_at_csd.ca.gov
  • IF REVISING REPORTS INDICATE REV IN THE E-MAIL
    SUBJECT LINE.

32
QUESTIONS
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