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Community Development Block Grant CDBG

Community Development Block Grant CDBG. Income Survey Requirements. Purpose of Surveys. Determine if a CDBG National Objective can be met by proposed project activity 2 . Obtain demographic information from survey area residents. Meeting a CDBG National Objective.

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Community Development Block Grant CDBG

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  1. Community Development Block GrantCDBG Income Survey Requirements

  2. Purpose of Surveys • Determine if a CDBG National Objective can be met by proposed project activity 2. Obtain demographic information from survey area residents

  3. Meeting a CDBG National Objective At least51 %of the persons benefiting from the CDBGprogram live in households earning 80% or less than the area's Median Family Income as Determined by HUD The Income Thresholds change every year

  4. What Communities are Eligible to Conduct a Survey? • Potential survey area (town-wide or target area) must be pre-determined by U.S. Census and HUD to be at least 46% LMI

  5. Can this requirement be waived for just cause? • Yes!If it can be documented that there have been local economic and/or non-economic changes that would reasonably be expected to change the LMI percentage. Such changes may include factory openings or closings, layoffs by a major employer in the service area, or the occurrence of a major disaster (e.g., hurricanes, tornadoes, or earthquakes, etc.)

  6. Approval Process • OCD will approve requests for survey waivers on a case by case basis. • 14 day turnaround • OCD will establish the timeframe for waiver submission

  7. CDBG Surveys A Six Step Process • Select the Survey Type • Developing a Questionnaire • Selecting the Sample • Conducting the Survey • Determine the Results • Documenting Your Results

  8. Step 1: Select the Survey Type • Mail • Door to Door (In Person) • Telephone

  9. Mail Surveys • Basic method for collecting data • Survey form is mailed with self- addressed stamped envelope • Usually has lowest response rate • OCD will notaccept mail surveys unless at leasttwo follow-up letters or phone calls are made to achieve an adequate response rate.

  10. Door to Door Surveys • Interviewer visits households directly • Survey form completed on-site • Interviewers need maximum training • Follow-up visits usually needed • Highest response rate

  11. Telephone Interviews • Questions asked via telephone • Need to assure proper responder answers questions • Need to develop method to contact those without phone or with unlisted number • Moderate to high response rate

  12. Step 2: Developing a Questionnaire • Determine content, wording, format and placement of questions • For CDBG must contain income and demographic information • All respondents must be asked the same questions • Exact responses must be recorded at they are presented

  13. Remember: People are leery of surveys; especially regarding income information! • Keep documentation regarding income simple • Good PR a key • Interviewers must use tact

  14. Step 3: Selecting the Sample • Need to define survey population • Determine how many households need to be interviewed • Make allowances for “unreachables” and non-respondents • Actual sample selection

  15. Defining the Population • Need an accurate method to identify all households in survey area • City indexes and telephone books and 911 maps are helpful • Not everyone has a telephone • Tax rolls can mislead • www.reversephonedirectory.com

  16. Sample Size • Use Table B to determine how many household need to be interviewed • Do not try to interview everyone unless the small sample size dictates it! • All households in survey area must have an equal chance of selection • Use random numbers table or on-line randomizer like www.randomizer.org or www.random.org.

  17. Unreachables & Non-Respondents • Make at least two follow-up contacts and achieve a response rate of 80% or more before making up for unreachables and non-responders. The additional households to be contacted must be determined by using the next number from your random number list or by using the randomizer. While “over sampling” is recommended as an attempt to initially account for any unreachables and/or non-responders, you must not exceed the allowable percentage on Table B.

  18. Step 4: Conducting the Survey • Give advance notice of survey • Do not bias the results • Interviewer must follow process • Survey etiquette must be followed • Turn surveys over to tabulator • Each survey needs to be reviewed and edited as necessary

  19. Step 5: Determining the Results • Add numbers for all data • Use the Low Moderate Income Worksheet to tabulate the responses and calculate estimated LMI % • Compare family sizes and percentages of LMI and Non-LMI responder families • Compare to existing Census data • Analyze non-respondents

  20. Step 6: Documenting Your Results • Keep all completed surveys • Maintain a list of families sampled • Documentation of selection process • Keep all records for at least 3 years

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