The State of Poverty
The State of Poverty
The State of Poverty
111 K Street, NE Suite 300 Washington, DC 20002
Phone: 202.370.3657
CSBG Annual Report

CSBG Annual Report Cleared by 

Office of Management and Budget (OMB)

The Office of Community Services (OCS) received OMB approval  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. 

OCS released  Action Transmittal 2017-01 on the Submission of Module 1 of the CSBG Annual Report for Fiscal Year (FY) 2016 . This Action Transmittal provided a one time extension for submitting Module 1 in OLDC from March 31, 2017 to April 7, 2017.  The due date for submission of the CSBG IS to NASCSP was also extended to  April 7, 2017.


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.

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


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. 

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.

New! CSBG Annual Report 1-Pager - This 1-pager provides key information on the what, why, and when of the CSBG Annual Report. Think this could be adapted with your State’s implementation information? Contact for an editable format.

CSBG Annual Report Posters - Download the Module 3 NPI and Module 4 NPI posters. These displays will give you a quick overview of all of the NPIs in the new CSBG Annual Report!

Module 3 - Community NPI Counts of Change, Rates of Change 1, Rates of Change 2

Module 4 - Individual and Family NPIs

Excel Forms with Updated Numbering Scheme - The numbering scheme for each module has been updated in excel format.  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.

Module 2: Expenditure, Capacity, Resources Excel Forms

Module 3: Community Level

Module 4: Individual and Family Level

Webinars & Presentations:

ROMA Next Generation and CSBG Annual Report Webinar, June 30, 2017 

NASCSP, CAP, and OCS provide an overview of ROMA Next Generation and the CSBG Annual Report. ROMA Next Generation, including the National Theory of Change, and an overview of each of the Modules in the CSBG Annual Report will be discussed. This overview will help lay a foundation before jumping into the more specific module-based webinars.

CSBG Annual Report, Understanding Module 4, Individual and Family Level 

Going into further detail, this interactive session will explore Module 4 of the CSBG Annual Report. Items reviewed will include the National Performance Indicators (NPIs), family and individual services, demographics, and targeting. Webinar participants will have an opportunity to ask questions.

CSBG Annual Report, Understanding Module 3, Community Level

This webinar will explore Module 3 of the CSBG Annual Report, which contains Community Level indicators and strategies. Items reviewed will include the Community National Performance Indicators (NPIs), community level strategies, and the community initiative status form. Webinar participants will have the opportunity to ask questions.

July 25 –  CSBG Annual Report, Module 3 – 11:00AM CT – Click here to register

Each of the module-specific webinars for both Modules 4 and 3 are offered in different time zones allowing for a smaller group which will help facilitate discussion. Participants for the webinars should sign up for the session that corresponds with their time zone (Mountain Time Zone folks should pick either a Central or Pacific Time Zone session). However, please pick the time that best fits into your schedule.

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.


High LevelCSBG 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 - 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.

C SBG 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.

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

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