Income Measures Report

The Income Measures Report is built based upon HUD's System Performance Measure 4: Employment and Income Growth for Homeless Persons in CoC Program-funded Projects. The calculations are programmed to align with the specifications provided by HUD for this measure.

Running the Report

Report Path

Folders

> Public Folder

> casperwy_live_folder

> Outcome Reports

> Income Measures by Project

Recommended Export Format

Schedule to Microsoft Excel - Reports

Setting the Prompts

Prompt	Instructions
Select Federal Partner(s):	This prompt is for use by ICA System Administrators only. Leave the prompt blank unless otherwise instructed by an ICA team member.
Select Project(s):	Select the project(s) for which you wish to run the report. Note: If this prompt is completed, the "Select Reporting Group" prompt must be left to "none selected" or left incomplete (blank).
Select Reporting Group:	Select the reporting group for which you wish to run the report. Note: If this prompt is completed, the "Select Project(s):" prompt must be left incomplete (blank).
Select CoC Code:	This prompt is for use by ICA System Administrators only. Leave set to "none selected."
Select Program Type(s):	This prompt is for use by ICA System Administrators only. Leave the prompt blank unless otherwise instructed by an ICA team member.
Show client names?	This prompt is available to allow users to determine whether the report needs to show client names on the Detail tab. In general, this should be left "no" unless generating the report for the purpose of checking individual client information and names are necessary, in which case the prompt should be changed to "yes."
Enter Prior Year Start Date:	Enter the day one year prior to the start of the reporting period. For example, if you're running a report for 7/1/2024-6/30/2025, the date entered in this box would be 7/1/2013.
Enter Current Year Start Date:	Enter the start date for the reporting period in M/d/yyyy format. For example, if you're running a report for 7/1/2024-6/30/2025, the date entered in this box would be 7/1/2024.
Enter Current Year End Date PLUS 1 Day:	Enter the date after the last date of the reporting period in M/d/yyyy format. For example, if you're running a report for 7/1/2024-6/30/2025, the date entered in this box would be 7/1/2025.
Enter effective date	Enter the date after the last date of the reporting period in M/d/yyyy format. For example, if you're running a report for 7/1/2024-6/30/2025, the date entered in this box would be 7/1/2025.
EDA Provider	If only one project is selected in "Select Project(s):" above, select the same project here. If more than one project is selected in "Select Project(s):" or a reporting group has been selected in "Select Reporting Group:", then select one of the projects within the selected projects or reporting group.

Using the Report

This report has five tabs, each serving a specific purpose.

Important! Because the report contains identifying information (names), the report cannot be emailed (even within agencies) unless encrypted, nor can it be shared outside of the agency.

Stayers & Leavers

This tab shows the names of all the projects included in the report, along with the number and percent of stayers and leavers combined who met the standard to be considered to have increased income within the report period. An increase in income for stayers would be an increase between either their project entry and annual assessment, or between their two most recent annual assessments. An increase in income for leavers would be an increase between their project entry and exit.

Stayers Only

This tab shows the names of all the projects included in the report, along with the number and percent of stayers who met the standard to be considered to have increased income within the report period. An increase in income for Stayers would be an increase between either their project entry and annual assessment, or between their two most recent annual assessments.

Leavers Only

This tab shows the names of all the projects included in the report, along with the number and percent of leavers who met the standard to be considered to have increased income within the report period. An increase in income for Leavers would be an increase between their project entry and exit.

Client Detail

This tab has a row for each individual age 18 or over and shows whether they meet the criteria to be a stayer or leaver. If they meet the criteria to be a stayer or leaver, it then shows whether or not they had an increase in income during the reporting period.

Additional Information

This tab contains information about the report that can be utilized by ICA staff to determine whether the report was run properly by the user. If you seek assistance with this report from the ICA Wyoming Helpdesk, please be prepared to read/send information off of this tab to the individual who assists you.

Frequently Asked Questions

How did ICA develop this report?

ICA started with the original report developed by WellSky (the vendor) and then modified it to meet the needs of the CoC.

HUD developed this measure to look at income across six different metrics:

Metric 4.1 - Change in earned income for adult system stayers during the reporting period
Metric 4.2 - Change in non-employment cash income for adult system stayers during the reporting period
Metric 4.3 - Change in total income for adult system stayers during the reporting period
Metric 4.4 - Change in earned income for adult system leavers
Metric 4.5 - Change in non-employment cash income for adult system leavers
Metric 4.6 - Change in total income for adult system leavers

In addition, the HUD-defined measure is limited only to specific project types which receive CoC funding.

ICA has made two different adaptations of the System Performance Measure #4 report provided by WellSky.

Metric 4.3 and Metric 4.6, each reported separately for each project
Metrics 4.3 and 4.6, combined into a single metric, reported for each project

In addition, the report can be run for any projects within the CoC, regardless of whether the project receives CoC funding or is a specific project type.

It is important to note that the manner in which increases in income are calculated were not changed when ICA adapted the report, but the numbers may not align perfectly compared to when they are run for the entire CoC at once, as there are extreme circumstances where a client may be excluded from the report.

Which clients are included in the Income Measures Report?

In order to be included in the report, clients must either have exited the program during the reporting period or have had an anniversary date within the reporting period and had an annual assessment completed. Any clients who were in the project but had not yet had an anniversary are excluded, and any increase between any other type of interim update are excluded from the report.

In addition, only adults are included in the report. Any individuals under the age of 18 are excluded from the report, even if they are the head of household.

The client's project start income must also be recorded in the HMIS, or the client will be excluded from the report entirely. Missing income information at exit or most recent annual assessment, however, will not result in the client being excluded from the report. In addition, please note that income is calculated based on the change from Project Start Date to the most recent Annual Assessment and that changes recorded as an Interim Update will not be included in this report.

Why doesn't the income measure report match the income numbers on my CoC-APR?

The programming specifications for the CoC-APR and this Income Measures Report are different, and therefore generally will not provide the same results. Some of the differences include, but are not limited to:

For system stayers, this income measure determines increases in income based upon the prior annual assessment (or project start, for those who are having their first anniversary) compared to the most recent annual assessment, while the CoC-APR always looks at the income at the project start compared to the most recent annual assessment. This means that the reports treat clients who have been in the project for at least 730 days (2 years) differently.
For system leavers, the CoC-APR excludes any clients who had information about their income missing at project start or project exit, while this income measure excludes only those who had missing income information at project start.
If you'd like to compare the programming specifications yourself, the programming specifications for each are available here.
- CoC System Performance Measures Programming Specs
- CoC-APR and ESG-CAPER Programming Specifications

Why isn't maintaining income counted as a positive outcome for this report?

HUD's programming specifications specify that only increases in income should be considered as positive outcomes for the purpose of the System Performance Measures, and therefore this Income Measures Report does the same.

How much of an income increase is necessary for the report to reflect an increase?

Clients only have to have an increase in total monthly income of one cent or greater in order to be shown by this report as having an increase in income. The income changes must be reflected when comparing two annual assessments and/or project start to the first annual assessment, and the annual assessments must be properly recorded following HUD rules in order to be counted.

Need Assistance?

If you need assistance running the report, understanding the information in the report, or troubleshooting potential errors, please reach out to the ICA Wyoming Helpdesk. Include the name and date of the BusinessObjects report as it appears in your BI Inbox in your request for assistance. Do not attach the report to any emails going to the helpdesk as the report contains personally identifying information and cannot be transmitted unless encrypted.