Annual Report

The Office of Community Services (OCS) received OMB approval  for a new CSBG Annual Report on January 12, 2017. The new CSBG Annual Report is being implemented through a phased-in approach over two years, with the first full reporting of the Annual Report due April 30, 2019 (See Dear Colleague Letter).  Please consult this list of Frequently Asked Questions (FAQs) about the CSBG Annual Report. You can submit general feedback about the report to NASCSP here.

(NEW) OMB Clearance of the CSBG Annual Report

(NEW) Module 2-4 Review Checklist: State Offices should assess the completeness and reasonableness of the data to ensure accuracy. This is a checklist of thing to consider while reviewing the data.

Check out our new instructions for submissions into OLDC:

Submitting and Unsubmitting the CSBG Annual Report Instructions. Instructions on how to submit and unsubmit the CSBG Annual Report can be found here.

Instructions for Attaching Comments in OLDC: OCS and NASCSP have developed a set of instructions for attaching comments in OLDC for Modules 2 and 4.

FAQ on Initializing and Submitting Modules in OLDC: OCS and NASCSP have developed an FAQ assisting in initializing and submitting Modules into OLDC.

Instructions on uploading XMLs to OLDC: OCS and NASCSP have developed a set of instructions to help assist those uploading XMLs to OLDC.

Instructions on printing state’s aggregate data in OLDC: OCS and NASCSP have developed a set of instructions for states to be able to print off their aggregate data in OLDC.


CSBG Annual Report FY18 Reporting Forms

OMB Cleared CSBG Annual Report– This is the PDF version of the full CSBG Report that was cleared by OMB in January 2017.



April 30, 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. (See Dear Colleague Letter)

The CSBG Annual Report is organized into four Modules. For Module specific tools, check out the  Module 1 , Module 2, Module 3 and Module 4 Pages.


OLDC Webinar – On February 28th, 2019 NASCSP and OCS hosted a webinar walking through OLDC. Recording | Slides

CSBG List of “Other Indicators” – NASCSP is releasing a list of Other NPIs that can be used when reporting in the CSBG Annual Report. This is a list of common indicators that the CSBG network said were missing from the Annual Report. NASCSP reviewed hundreds of indicators from the network and with the help of the CSBG DATA Task Force, narrowed them down to the most common indicators not already found in the Annual Report.

CSBG Annual Report Lexicon – This lexicon serves as a dictionary for terms in relation to CSBG and the Annual Report. The DATA Task Force Guidance and Training Committee has worked extensively on this tool, and the general DATA Task Force has provided feedback to ensure the definitions are acceptable and useful for the Network. This document is meant to be a quick reference for terms as you work on your Annual Report submissions. For more detailed guidance and instructions around the Annual Report, please refer to the Instruction Manuals located here.

Module 3 Community Initiative Status Form Review Document – The Community Initiative Status Form (CIS) is the entry form for Community Action Agencies (CAAs) reporting community level in Module 3 of the CSBG Annual Report. This document was developed to assist CSBG State Offices in reviewing the CIS and thus all Module 3 reporting.

Full Annual Report Numbering System– This Excel document contains the full numbering system for Module 1 through Module 4 of the Annual Report. This numbering scheme will allow the network to more easily communicate each data point in the Annual Report and will assist developers with building systems.

CSBG Reporting Timelines for States and local CSBG Eligible Entities  – This chart shows the timeline for reporting on the CSBG Annual Report. Click here to  see your State’s CSBG Reporting Period.

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.

CSBG Annual Report 1-Pager – This 1-pager provides key information on the what, why, and when of the CSBG Annual Report.

FAQ: Collecting, Storing, Analyzing, and Using Data– This FAQ is intended as a resource for the CSBG Network to use when beginning to think about data analysis. Anyone interested in more information should also check out the Community Action Partnership’s ROMA Next Generation resources on data analysis.


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!

CSBG IS-CSBG Annual Report Quick Reference Crosswalk – Use this tool for a deeper look the CSBG Annual Report and CSBG IS Survey overlap.

Annotated CSBG Annual Report – This 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 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.

Organizational Standards/ROMA Principles Crosswalk – This tool lists the Organizations Standards that correspond to each phase of the ROMA cycle.

LIHEAP/HS/WIOA/WAP Crosswalk– The LIHEAP/WIOA/WAP/HS crosswalk is a technical assistance tool for the CSBG network to use when considering where or how to report indicators, services, or strategies for these four specific federal programs in the new CSBG Annual Report. It is understood that not all agencies have the same data collection and reporting capabilities and that there is discretion in selecting indicators to report for the CSBG network. As such, this crosswalk is a suggestion of where to report these programs. It is also understood that not only these programs can be reported in any of the listed indicators and that other programs may use the same indicators. Agencies should work with their state offices to answer specific reporting questions and should check with their state office before deciding where or where not to report specific programs.

Webinars and Presentations:

CSBG Annual Report Q & A, On Wednesday, March 13th NASCSP and OCS presented a webinar on the Annual Report. Want to know where to report CSBG expenditures? Or how to complete the All Characteristics Report? Or what a community level initiative is? check out this webinar to learn about common CSBG Annual Report questions and get more of yours answered! Slides | Recording

NASCSP and OCS Webinar: CSBG SmartForms for Annual Report Modules 2-4, On Wednesday, February 27th, NASCSP and OCS hosted a webinar to review the new CSBG SmartForms for Modules 2, 3, and 4 of the Annual Report. NASCSP and OCS will demonstrate using the SmartForms, highlight functionality of the forms, and discuss reporting.
Slides | Recording

CSBG Annual Report: Where We’re At and Where We’re Headed, November 5, 2018- NASCSP and OCS touch base about the Annual report and discuss the road ahead before the April 30, 2019 reporting deadline. Participants will receive answers to some of the most Frequently Asked Questions about the report and learn about the resources available to assist you in reporting. The intended audience of this webinar is anyone involved in reporting or in leadership at the State, State Association, or Local Agency level.  Slides | Recording