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 Zipped file generated by your HMIS or comparable database 65 individual tables of aggregate data 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 Aggregate data is imported via a CSV-APR Report from HMIS data 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: HMIS Dedicated Grant APR – narrative format to enable HUD to gather information about HMIS implementations as their APR Planning Grants – Simple narrative format in Sage 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 Grant Information Bed and Unit Inventory and Utilization Contact Information Financial Information Performance Accomplishments Additional Comments* CSV APR Upload 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

Questions and Answers