111 K Street, NE Suite 300 Washington, DC
CSBG Annual Report Cleared by
Office of Management and Budget (OMB)
The Office of Community Services (OCS) received
for a new CSBG Annual Report on January 12, 2017
. Additional information about the implementation of the CSBG Annual Report
is detailed in IM 152 CSBG Annual Report
, released by OCS on January 20, 2017. The new CSBG Annual Report will eventually replace the CSBG IS Survey. The new report will be implemented through a phased-in approach over two years.
April 7, 2017 Submission Date: States are required to submit Module 1 of the new CSBG Annual Report in OLDC and complete Sections E-G and the NPIs in the CSBG IS.
March 31, 2018 Submission Date: States are required to submit Module 1 of the new CSBG Annual Report in OLDC and complete Sections E-G and the NPIs in the CSBG IS.
March 31, 2019 Submission Date: States are required to submit Module 1-4 of the new CSBG Annual Report in OLDC and will no longer report in the CSBG IS.
FINAL CSBG Annual Report
This pdf is the OMB cleared CSBG Annual Report and is unchanged from the
version included in the second Federal Register Notice (FRN#2), 30-day comment
period in November 2016.
Module 2: Expenditure, Capacity, Resources
Forms, Module 3: Community Level Excel Forms, Module 4: Individual and Family
Level Excel Forms – Download the excel forms for each module of the CSBG Annual
CSBG Reporting Timelines for States
and local CSBG Eligible Entitie
s – This chart shows the timeline for
reporting on the CSBG Annual Report. Click here to see your State’s CSBG
State Reporting Periods for FY18 - Modules 2-4 are based on the State's CSBG Reporting Period and reporting starts in FY18. Check out this chart to see your State's Reporting Period.
ROMA NG/CSBG Annual Report Update Powerpoint - This powerpoint was presented at the ROMA ICEP in Dallas, TX on April 18, 2017. This presentation provides an overview of the current status of the CSBG Annual Report, process for implementation, and current tools and resources.
Using the Community Status Page Powerpoint - This powerpoint was presented at the ROMA ICEP in Dallas, TX on April 19, 2017. The presentation provides an overview of where we are headed with community level work, a case study from Louisville Community Metro Services, and an example of how to complete the Community Status page.
Module 1 Resources:
CSBG Annual Report - Module 1: State Administration
Instruction Manual - This document contains detailed
instructions to guide your completion of Module 1.
Module 1 FAQs and Highlights -
This 2-page flyer provides quick, important information about completing Module
Module 1 Word Document – Module 1, State
Administration of the CSBG Annual Report is now available in a word document.
Take a look at these
quick videos demonstrating how to complete each section of Module 1 in
OLDC: Section A
, Section B
, Section C
, Section E
, Section F
, Section H
, Section I
High Level CSBG Annual Report/CSBG IS Survey
Crosswalk – Use this quick reference tool to identify how the
CSBG Annual Report and CSBG IS Survey overlap!
Annotated CSBG Annual Report
detailed document provides line by line notations on which CSBG IS NPIs and
Sections are included, expanded upon, or used to inform the CSBG Annual
CSBG IS/CSBG Annual
Report Crosswalk – Starting to map out how you will transition from the CSBG IS
to the CSBG Annual Report? This detailed crosswalk starts with the NPIs in the
CSBG IS Survey and identifies similar indicators in the CSBG Annual Report.
CSBG Annual Report/CSBG IS
Survey/Organizational Standards Crosswalk – This tool crosswalks elements of
the CSBG Annual Report, CSBG IS Survey and the Organizational Standards.
- This tool lists
the Organizations Standards that correspond to each phase of the ROMA cycle.
Theory of Change:
National Theory of Change -
The Theory of Change is intended to provide a graphic overview of the core principles,
performance management framework, and services and strategies implemented and
led by the network to achieve the goals of Community Action across the nation.
Guide to Creating a Local Theory of Change
This guide contains worksheets to walk you through the development of a Local
Theory of Change.
CSBG Data, Analysis, and Technical Assistance (DATA) Task Force
is the CSBG DATA Task Force?
The CSBG DATA Task Force is convened by the National
Association for State Community Services Programs (NASCSP) to assist the Office
of Community Services (OCS) and NASCSP in understanding and addressing the CSBG
Network’s data needs and the use of data for analysis and continual improvement
of results. The CSBG DATA Task Force will serve as a consultative body focused
on the transition from the CSBG IS Survey to the CSBG Annual Report, as well as
ongoing assistance in the implementation of the CSBG Annual Report. The task
force consists of representatives from Community Action Agencies, State
CSBG Offices, Community Action Agency State Associations, National Partner
organizations and OCS.
Click here to view the list of DATA Task Force members. Please note,
CSBG Network National Partners are also included on the task force
, but are not included on this list.
What is ROMA
ROMA Next Generation (NG) is a system for
continuous quality improvement to enable the network to measure, analyze and
ROMA NG will help Community Action at local,
state and national levels shift to a culture of continuous learning rather than
a compliance and reporting culture.
Ultimately, ROMA NG will help the CSBG Network
generate robust results for individuals with low-incomes and the communities
Theory of Change
The Theory of Change is intended to provide a graphic overview of the core principles, performance management framework, and services and strategies implemented and led by the network to achieve the goals of Community Action across the nation.
Why ROMA Next Generation
and Why Now?
ROMA Next Generation (NG) will improve results for individuals and families with low incomes and communities
A “complete package” of Local, State, and
NG allows for progress on data modernization, infrastructure, and capacity for
Positions CSBG and Community Action as model of
national performance management
How does ROMA NG Fit into ROMA?
To help prepare for the FRN#2 comment period, NASCSP and the Community Action Partnership
convened a small group of ROMA Practitioners in Washington, DC in September 2016 to provide the federal Office of Community Services (OCS) with information on possible solutions to the challenges noted in the FRN#1 feedback. You can view the materials that came out of the practitioners meeting here.
The ROMA practitioners working group
is facilitated NASCSP and the Community Action Partnership and is made up of
ROMA professionals from
community action agencies, state
agencies, and state associations
nation. Going forward the ROMA practitioners will:
- Identify solutions
problems and challenges
OCS and the Community Action Network for consideration
Move forward the
opportunity for Network engagement
on ROMA Next Gen
ROMA NG Workgroup
A ROMA NG Workgroup was convened in August 2015 to inform,
advise, and assist in the elements of ROMA Next Generation. This workgroup
included representatives from
community action agencies, state
agencies, state associations
, and national
partner organizations across the nation. Some of the ROMA NG
workgroup members are pictured below.
Pictured above are some of the members of the ROMA Next Generation Workgroup. From Left to Right: Jenae Bjelland, Executive Director, National Association for State Community Services,
Bill Brand, CSBG Administrator, Iowa Department of Human Rights,
Jeannie Chaffin, Director, Office of Community Services, U.S. DHHS,
Jim Masters, President, Center for Community Futures, Denise Harlow, CEO, Community Action Partnership,
Meg Power, Senior Advisor, National Community Action Foundation,
Eleanor Evans, Executive Director and General Counsel, Community Action Program Legal Services,
Barbara Mooney, Director, Association of Nationally Certified ROMA Trainers,
Seth Hassett, Director, Division of State Assistance, U.S. DHHS, Office of Community Services,
Kate Blunt, Consultant, Federal Consulting Group.