1. 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

2. 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

3. 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:

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. Additional Sage Resources
Review trainings on the HUD Exchange at
Resources for submitting APRs in Sage are available in the “Guides and Tools” and “Webinars and Virtual Trainings” at
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

12. Questions and Answers