Annual Assessments are a type of Program Assessment. Per HUD HMIS Data Standards, Annual Assessments are required for clients who have been enrolled in a project for one year or longer. These assessments must be completed within 30 days before or after the anniversary of the Head of Household's Project Start Date. For additional information about how to conduct Program Assessments, please view our companion article here.
To assist in tracking and monitoring compliance with this requirement, Clarity Human Services offers a helpful report:
📊 [GNRL-409] Annual Assessment Overview
The Annual Assessment Overview report is a program-based report available in the Clarity Human Services Report Library. This report provides a comprehensive overview of Annual Assessment statuses across clients, helping staff track which assessments are due, overdue, or upcoming based on enrollment dates.
The following screenshot reviews the Annual Assessment statuses you can include when running the report.
We've also recorded a short tutorial video walking you through how to access and run this report:
The following Clarity Human Services Help Center article contains additional information about this report. View the full article here.
We recommend that teams routinely run this report to proactively identify clients who are approaching their Annual Assessment window and ensure timely data entry in alignment with HUD standards.