Form 1 MLP + Quantitative Semi-Annual Report

Generic Performance Progress Reports

MLP Semi-Annual Report Form (CLEAN).xlsx

Medical-Legal Partnerships Semi-Annual Quantitative Report

OMB: 0970-0490

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Overview

PRA Statement
Direct Services Overview
Legal Case Work
Social Service Referrals
Partners
Events
Outcomes
Individual Characteristics
Household Characteristics


Sheet 1: PRA Statement



Sheet 2: Direct Services Overview

Direct Services






Report Information
Grant Recipient Name



Start Date for Reporting Period



End Date for Reporting Period








Please report the following information for all individuals referred to or screened by the MLP for legal/social needs.

# of unduplicated individuals this reporting period # of unduplicated individuals since the start of the grant Notes
Total number of individuals referred for MLP+ services (Enter the total number of individuals who were referred by health care or other partners for MLP services)



Total number of individuals receiving at least one intake interview for MLP legal or social services (Enter the total number of individuals who met with any MLP staff for an intake interview)



Total number of individuals receiving intake interviews who did not receive MLP services (Enter total number of individuals who did not receive any legal or social services from the MLP after intake)

List primary reasons individuals did not receive MLP services:





Individuals Served


# of unduplicated individuals this reporting period # of unduplicated individuals since the start of the grant Notes
Total number of individuals receiving case services who received any level of legal services (Enter the total number of low-income individuals who received brief or extended legal services)



Total number of individuals receiving any level of social services including brief (e.g., social service consultation, assistance filling out a form, assistance with a referral for wraparound services etc.) and intensive services (e.g., case management/service navigation/other services that provide ongoing, individualized assistance to comprehensively address an individual's or family's unique needs) (Enter the number of low-income individuals that received brief or intensive social services during the requested reporting period)




Sheet 3: Legal Case Work

Direct Services - Legal Cases






Case Services
For case services, please track open, ongoing, and closed cases, which represent the provision of MLP+ services to low-income individuals to address a legal problem. For each case that closed this reporting period, please report the type of legal services provided and the type of problem addressed. Additionally, please provide the type of legal problem that is being addressed in each case that remains open at the end of the reporting period.
In column B, please report the following information for services provided by the MLP this reporting period. In column C, please report the following information for the services provided by MLP+ funding this reporting period. Information provided in column C must include services and activities supported only with MLP+ funds either through a direct count for services funded only with MLP+ funds or based on a proportional analysis for services supplemented with MLP+ funds and also funded through other sources.
Cases # of cases for the MLP # of MLP+ funded cases Notes
Total number of new cases opened this reporting period



Total number of ongoing cases continuing from last reporting period



Total number of cases closed this reporting period








Legal service types for closed cases (report each case only once for highest level of service) # of closed cases for the MLP # of closed MLP+ funded cases Notes
Brief service (cases involving only limited services, e.g., counsel/advice, communicating with third party by phone or letter, simple legal document preparation) (Enter the number of closed cases that only received brief services)



Extended service (cases requiring longer-term/more in-depth services, e.g., negotiated settlements, court appearances, preparation of highly complex documents) (Enter the number of closed cases that received extended services)








Legal problems for closed cases Total # of closed cases for MLP Total # of closed cases with MLP+ funding Notes
Income maintenance
(TANF; Social Security; food stamps; SSDI; SSI, unemployment compensation; veterans’ benefits; state and local income maintenance)




Housing
Federally subsidized housing; homeownership/real property; private landlord/tenant; public housing; mobile homes; housing discrimination; mortgage foreclosure; mortgage predatory lending practices




Education
Discipline; special education/learning disabilities; access; vocational education; student financial aid




Employment
Employment discrimination; wage claims and other FLSA issues; EITC and taxes, employment rights, agricultural worker issues (not wage claims/FLSA issues)




Family and Children
Adoption; custody/visitation; divorce/separation/annulment; adult guardian/conservatorship; parental rights termination; paternity; domestic abuse; support; delinquent juveniles; neglected/abused dependent; emancipation; minor guardianship




Individual rights
Immigration/naturalization ; mental health, disability rights, civil rights, human trafficking, criminal record expungement




Consumer/financial
Bankruptcy/debtor relief; collection; contracts/warranties; collection practices; predatory lending; loans/installment purchase; public utilities; unfair and deceptive sales and practices




Health
Medicaid; Medicare; CHIP; home and community based care; private health insurance; long-term health care facilities; state and local health




Other
Tribal law; licenses; wills/estates; advance directives/powers of attorney; torts









Legal problems for open cases Total # of open cases for MLP Total # of open cases with MLP+ funding Notes
Income maintenance
(TANF; Social Security; food stamps; SSDI; SSI, unemployment compensation; veterans’ benefits; state and local income maintenance)




Housing
Federally subsidized housing; homeownership/real property; private landlord/tenant; public housing; mobile homes; housing discrimination; mortgage foreclosure; mortgage predatory lending practices




Education
Discipline; special education/learning disabilities; access; vocational education; student financial aid




Employment
Employment discrimination; wage claims and other FLSA issues; EITC and taxes, employment rights, agricultural worker issues (not wage claims/FLSA issues)




Family and Children
Adoption; custody/visitation; divorce/separation/annulment; adult guardian/conservatorship; parental rights termination; paternity; domestic abuse; support; delinquent juveniles; neglected/abused dependent; emancipation; minor guardianship




Individual rights
Immigration/naturalization ; mental health, disability rights, civil rights, human trafficking, criminal record expungement




Consumer/financial
Bankruptcy/debtor relief; collection; contracts/warranties; collection practices; predatory lending; loans/installment purchase; public utilities; unfair and deceptive sales and practices




Health
Medicaid; Medicare; CHIP; home and community based care; private health insurance; long-term health care facilities; state and local health




Other
Tribal law; licenses; wills/estates; advance directives/powers of attorney; torts





Sheet 4: Social Service Referrals

Social Services Referrals (OPTIONAL)







Please complete the table below for referrals made for individuals or families receiving services supported by MLP+ during the reporting period . In column A, list the service type for referrals; In column B, specify the total number of referrals for that service. In column C, select the category that most closely aligns with the service types. Provide notes in column D about what kind of services were provided, if needed. The first two lines are examples and should be deleted before completion.







Service type  Number of referrals made this reporting period Category of Referral (select one:) Notes
Definitions:
Employment services: include the provision of skills training and job readiness opportunities for youth and adults (including vocational training, apprenticeships, and self-employment), the distribution of employment supplies (such as uniforms, work boots, and equipment), and services aimed at supporting employment retention and growth (such as referrals, employer interactions, and career pathways).
Education and development services for youth: include Early Head Start services for individuals aged 0-3, Head Start services for individuals aged 3-5, childcare subsidies or payments, early childhood education for ages 0-5 outside of Head Start, K-12 support services (e.g., English, literacy), young adult literacy classes, and college/post-secondary readiness support (e.g., applications, scholarships). Additionally, they encompass the provision of school supplies, participation in before and after-school activities, summer youth programs, life skills coaching, and home visiting programs, as well as adult education programs such as literacy, English language, high school equivalency, and applied technology classes."
Education and development services for adults: include adult literacy classes, English language instruction, basic education (e.g., financial literacy), high school equivalency programs, and applied technology courses. These services also include life skills coaching, access to employment readiness support, and participation in social programs such as childcare subsidies, housing assistance, and workforce development initiatives. Additionally, services may provide resources for post-secondary education readiness (e.g., applications, scholarships, and textbooks) and evidence-based home visiting programs to support family stability and growth.
Income and asset building services: include training and counseling to support income management and asset growth, such as credit repair, financial literacy, budgeting, homebuying, and foreclosure prevention, as well as business and entrepreneurial financial services like micro-loans, business development loans, and entrepreneurial support. Additionally, these services offer benefit coordination and advocacy for programs like child support, health insurance, SSI, Veterans benefits, TANF, and SNAP. Transportation services that facilitate access to income and asset-building opportunities, such as bus vouchers or passes to attend training, are also included.
Housing services: include rental payment assistance (e.g., emergency rental payments and deposits) and housing payment assistance for down payments or emergency mortgage payments. These services also provide eviction prevention through counseling, landlord/tenant mediation, and utility payment assistance. Housing placement and rapid re-housing services support individuals in securing temporary, transitional, or permanent housing. Additionally, services include housing maintenance and improvements (e.g., structural repairs, accessibility upgrades, emergency home repairs) and weatherization services to enhance energy efficiency and safety in households.
Health services: include immunizations, health screenings (e.g., physicals and chronic health assessments), and developmental delay screenings. These services also provide healthcare payment assistance for seniors (e.g., prescription and doctor visit payments) and health insurance counseling. Additionally, they cover maternal and child health services (e.g., breastfeeding support and postpartum care), reproductive health services (e.g., family planning and STI prevention), general wellness services (e.g., fitness, mindfulness, and medication management), home visits for older adults, participation in senior centers, mental and behavioral health services (e.g., substance use counseling, mental health support, domestic violence prevention), and dental services for both adults and children (e.g., screenings, exams, and procedures).
Nutrition services: include food and nutrition skills classes (e.g., cooking and healthy eating), the distribution of prepared meals (e.g., Meals on Wheels, congregate sites), and food distribution services (e.g., groceries and food share programs). These services also support community gardening activities and provide emergency hygiene and clothing assistance, including hygiene kits, diapers, and access to hygiene facilities (e.g., showers and laundry).
Transportation services: include public transportation vouchers or passes, gas cards, and non-medical transportation assistance. Additionally, these services offer medical transportation for healthcare-related needs and rideshare or taxi vouchers to ensure access to essential appointments and services.
o Employment services
o Education and development services for youth
o Education and development services for adults
o Income and asset building services
o Housing services
o Health services
o Nutrition services
o Transportation services
o Other services (please specify in Notes column)
Example: Food pantry 72 Nutrition services

Example: Head Start 25 Education and development services for youth
















































































































Sheet 5: Partners

Partnerships for MLP+ Grant Program
Use this form to report information about partners involved in the MLP+ program this reporting period. Partnerships may be formal or informal partnerships that support delivery of services for this grant.
Partner name Was the partnership established prior to the start of the MLP+ grant project? Partnership Start Date (MM/YYYY) for new partners (you may enter N/A for partnerships started prior to the start of the grant) Types of Services Partner Will Provide to MLP+ Participants [Select all that apply: legal, employment, education and development for youth, education and development for adults, income and asset building, , housing, health, nutrition, transportation,, other (please describe in "Other Notes" section)] How does the MLP+ project support the activities and objectives of the partner How does this partnership support the activities and objectives of the MLP+ project? Other Notes

Sheet 6: Events

Events
Use this form to report information about events your organization has hosted or co-hosted this reporting period with support from the MLP+ grant funding.
Event Date (MM/DD/YYYY) Was this event a training? Title of Event Description of Event Purpose (e.g., training, community education, patient outreach, community collaboration) Target Audience (e.g., medical providers, social service providers, patients, community organizations) # of Attendees Is this event part of a series? If yes, please list the series name. Other Notes

Sheet 7: Outcomes

Outcomes (OPTIONAL)
Use this form to report your organization’s administrative data on outcomes for cases closing during the reporting period that received extended services and were supported by MLP+ grant funding








General Outcomes






Outcome Successful Unsuccessful Partially Successful Not raised Raised, but outcome unknown Notes


Provided knowledge of how to address the legal problem






Assistance provided improved client or household member health






OTHER (Please describe in Notes column)














Income Maintenance






TANF; Social Security; food stamps; SSDI; SSI, unemployment compensation; veterans benefits; state and local income maintenance






Detailed Outcomes for Income Maintenance






Outcome Successful Unsuccessful Partially Successful Not raised Raised, but outcome unknown Notes


Obtained, preserved, or increased income benefits (TANF, SSI, SSDI, SNAP, Unemployment, Workers Comp, Veteran, etc.)






Overcame denial of emergency assistance






Obtained assistance with business start/development






Reduced or waived overpayment or debt






Stopped financial exploitation of client by payee or other familiar






Obtained favorable payment schedule






Obtained other monetary relief






OTHER (Please describe in Notes column)














Summary Outcomes for Income Maintenance






TOTAL cases achieving a successful outcome in this category






TOTAL cases achieving a successful or partially successful outcome in this category






TOTAL cases that sought to achieve an outcome in this category that are known to not have achieved a successful or partially successful outcome






TOTAL cases that sought to achieve an outcome in this category without a known outcome 














Housing






Federally subsidized housing; homeownership/real property; private landlord/tenant; public housing; mobile homes; housing discrimination; mortgage foreclosure; mortgage predatory lending practices






Detailed Outcomes for Housing






Outcome Successful Unsuccessful Partially Successful Not raised Raised, but outcome unknown Notes


Prevented eviction from public housing






Prevented eviction from private housing






Delayed eviction providing time to seek alternative housing






Avoid or delay foreclosure or other loss of home






Obtained access to housing






Obtained or retained participation in subsidized housing






Obtained favorable payment schedule






Obtained modification of a loan






Obtained monetary relief






Avoided, or obtained redress for, charges by landlord






Avoided motion for attorney fees award against client






Improved housing stability






Remedied unsafe housing






Obtained repairs, improved housing conditions, or otherwise enforced rights to decent habitable housing






Preserved or restored access to personal property






Enforced tenant rights






OTHER (Please describe in Notes column)














Summary Outcomes for Housing






TOTAL cases achieving a successful outcome in this category






TOTAL cases achieving a successful or partially successful outcome in this category






TOTAL cases that sought to achieve an outcome in this category that are known to not have achieved a successful or partially successful outcome






TOTAL cases that sought to achieve an outcome in this category without a known outcome 














Education Outcomes






Discipline; special education/learning disabilities; access; vocational education; student financial aid






Detailed Outcomes for Education






Outcome Successful Unsuccessful Partially Successful Not raised Raised, but outcome unknown Notes


Returned or kept student in school






Overcame barrier to enrollment in school






Avoided or delayed or reduced length of suspension






Obtained individualized education program and/or appropriate services






Obtained correction of school records






Avoided inappropriate special education classification






Protected confidential information






Protected student safety






Obtained or increased education programming






Avoided motion for attorney’s fees for client






OTHER (Please describe in Notes column)














Summary Outcomes for Education






TOTAL cases achieving a successful outcome in this category






TOTAL cases achieving a successful or partially successful outcome in this category






TOTAL cases that sought to achieve an outcome in this category that are known to not have achieved a successful or partially successful outcome






TOTAL cases that sought to achieve an outcome in this category without a known outcome 














Employment Outcomes






Employment discrimination; wage claims and other FLSA issues; EITC and taxes, employment rights, agricultural worker issues (not wage claims/FLSA issues)






Detailed Outcomes for Employment






Outcome Successful Unsuccessful Partially Successful Not raised Raised, but outcome unknown Notes


Increased or maintained wages or back pay






Delayed discharge






Overcame, or obtained redress for, job discrimination






Prevented, avoided, or obtained redress for wrongful discharge






Secured damages for illegal job action






Reduced or avoided garnishment or attachment






Obtained or enrolled in training/education






Resolved on-the-job issues (e.g., safety/grievance)






Avoided motion for attorney’s fees for client






OTHER (Please describe in Notes column)














Summary Outcomes for Employment






TOTAL cases achieving a successful outcome in this category






TOTAL cases achieving a successful or partially successful outcome in this category






TOTAL cases that sought to achieve an outcome in this category that are known to not have achieved a successful or partially successful outcome






TOTAL cases that sought to achieve an outcome in this category without a known outcome 














Family and Child Outcomes






Adoption; custody/visitation; divorce/separation/annulment; adult guardian/conservatorship; parental rights termination; paternity; domestic abuse; support; delinquent juvenile, neglected/abused dependent; emancipation; minor guardian/conservatorship














Detailed Outcomes for Family and Child






Outcome Successful Unsuccessful Partially Successful Not raised Raised, but outcome unknown Notes


Improved client safety or safety of household members






Eliminated or reduced risk to children






Improved family stability






Obtained order of protection






Obtained order for financial responsibilities






Obtained divorce, separation, or annulment






Addressed abuse or neglect an elder






Prevented guardianship/conservatorship for adult






Obtained guardianship/conservatorship for adult






Obtained/modified parenting plan






Preserved/obtained parental rights






Obtained/preserved right of visitation






Avoided protective order/removal of children






Obtained guardianship or retained guardianship for a child






Prevented or ended guardianship for a child






Obtained adoption






Obtained permanent living situation for a child






Avoided or reversed findings of child abuse/neglect






Obtained foster care services






Improved terms of foster care plan






Obtained emancipation






Avoided motion for attorney’s fees for client






OTHER (Please describe in Notes column)














Summary Outcomes for Family and Child






TOTAL cases achieving a successful outcome in this category






TOTAL cases achieving a successful or partially successful outcome in this category






TOTAL cases that sought to achieve an outcome in this category that are known to not have achieved a successful or partially successful outcome






TOTAL cases that sought to achieve an outcome in this category without a known outcome 














Individual Rights






Immigration/naturalization; mental health, disability rights, civil rights, human trafficking, criminal record expungement






Detailed Outcomes for Individual Rights






Outcome Successful Unsuccessful Partially Successful Not raised Raised, but outcome unknown Notes


Secured safety (e.g., for crime, human trafficking survivor)






Obtained, preserved, or improved rights of disabled persons






Obtained, preserved, or improved rights of institutionalized persons






Improved access for people with disabilities






Obtained tort relief under civil rights claim






Obtained relief, or redress from, constitutional violation






Obtained administrative relief from misconduct






Obtained citizenship






OTHER (Please describe in Notes column)














Summary Outcomes for Individual Rights






TOTAL cases achieving a successful outcome in this category






TOTAL cases achieving a successful or partially successful outcome in this category






TOTAL cases that sought to achieve an outcome in this category that are known to not have achieved a successful or partially successful outcome






TOTAL cases that sought to achieve an outcome in this category without a known outcome 














Consumer/Financial






Bankruptcy/debtor relief; collection; contracts/warranties; collection practices; predatory lending; loans/installment purchase; public utilities; unfair and deceptive sales and practices






Detailed Outcomes for Consumer/Financial






Outcome Successful Unsuccessful Partially Successful Not raised Raised, but outcome unknown Notes










Reduced or avoided debt, dispute, garnishment, attachment, or loss of personal property






Recovered money or item owed to a client






Protected client from illegal creditor harassment






Overcame fraudulent sales practices






Overcame predatory lending practices






Obtained or restored utilities or avoided or delayed termination of utilities






Obtained federal bankruptcy protection






Obtained insurance (other than health or disability)






Obtained positive change to client’s credit report






Obtained favorable payment schedule






Improved client financial stability






Avoided motion for attorney’s fees for client






OTHER (Please describe in Notes column)














Summary Outcomes for Consumer/Financial






TOTAL cases achieving a successful outcome in this category






TOTAL cases achieving a successful or partially successful outcome in this category






TOTAL cases that sought to achieve an outcome in this category that are known to not have achieved a successful or partially successful outcome






TOTAL cases that sought to achieve an outcome in this category without a known outcome 














Health






Medicaid; Medicare; CHIP; home and community based care; private health insurance; long-term health care facilities; state and local health






Detailed Outcomes for Health






Outcome Successful Unsuccessful Partially Successful Not raised Raised, but outcome unknown Notes


Obtained, preserved or increased Medicaid, CHIP, or Medicare






Obtained, preserved, or increased other health coverage






Obtained, preserved, or increased individual access to health care






Protected confidential health information






Improved institutional care






Obtained discharge from nursing home, assisted living facility, or mental health treatment






Stopped, or obtained redress for, harmful medical treatment






Obtained order for financial responsibilities






Avoided motion for attorney’s fees for client






OTHER (Please describe in Notes column)














Summary Outcomes for Health






TOTAL cases achieving a successful outcome in this category






TOTAL cases achieving a successful or partially successful outcome in this category






TOTAL cases that sought to achieve an outcome in this category that are known to not have achieved a successful or partially successful outcome






TOTAL cases that sought to achieve an outcome in this category without a known outcome 














Other Outcomes






Tribal law; licenses; wills/estates; advance directives/powers of attorney; torts






Detailed Outcomes for Other






Outcome Successful Unsuccessful Partially Successful Not raised Raised, but outcome unknown Notes


Obtained a will






Obtained living will and/or health proxy or power of attorney






Settled estate






Obtained other monetary relief






Avoided or reduced tort liability or judgment






Solved a tax problem






Overcame taking of, or restriction of, driver’s license






Corrected criminal history records






OTHER (Please describe in Notes column)














Summary Outcomes for Other






TOTAL cases achieving a successful outcome in this category






TOTAL cases achieving a successful or partially successful outcome in this category






TOTAL cases that sought to achieve an outcome in this category that are known to not have achieved a successful or partially successful outcome






TOTAL cases that sought to achieve an outcome in this category without a known outcome 







Sheet 8: Individual Characteristics

Individual Characteristics (OPTIONAL)








Please use your administrative data to report the following information for focal clients in a case (e.g., a named client for a legal case, benefits applicant, etc.). For cases involving multiple clients, please choose a focal client considering who will benefit from the case or who your program will work with most frequently. Please report these data for clients involved in MLP+ cases closing October 1, 2025 – March 31, 2025
























Individual characteristics














Item Number Notes












Total number of focal clients for MLP+ cases closing October 1, 2025 – March 31, 2025






























Sex














Male














Female














Unknown






























Disability status














Disabled














Non-disabled














Unknown






























Veteran status



Veteran


Non-veteran


Unknown






Race/ethnicity


Asian


Black or African American


Hispanic or Latino


American Indian or Alaska Native


Middle Eastern or North African


White


Another racial/ethnic identity


Unknown



































Sheet 9: Household Characteristics

Individual Characteristics (OPTIONAL)

Please use administrative data to provide the following household characteristics for MLP+ clients with closed cases between October 1, 2025 and March 31, 2026. You may use numbers identified at the time of enrollment in services. Provide the information you have if you have cases with incomplete information. Each case should have at least one individual reported for the household.







Item Number Notes
Total households

Total number of adults in households

Total number of children in households

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