Document Category: Intake Assessments
| Title | Content | Categories | Tags | Link | hf:doc_categories | hf:doc_tags |
|---|---|---|---|---|---|---|
| Prior Living Situations and Eligibility for Transfers | This resource explains how to properly document prior living situation when a participant from a … | Annual Performance Report (APR), Eligibility, Homeless Management Information System (HMIS) | Documentation Guidance | annual-performance-report-apr eligibility homeless-management-information-system-hmis data-and-performance intake-assessments | documentation-guidance | |
| Sample Drug and Alcohol Policy | This is a sample agreement meant to incorporate language to meet HUD’s drug and alcohol … | Intake Assessments | Sample Tool | intake-assessments | sample-tool | |
| Sample Supportive Services Participation Agreement | This is a sample agreement meant to incorporate language to meet HUD’s service participation requirements. | Intake Assessments | Sample Tool | intake-assessments | sample-tool | |
| Verification of Disability Packet | This packet can be used to verify disability. | Disability | Documentation Guidance | disability intake-assessments | documentation-guidance | |
| Homeless Documentation from an Auditing Perspective FAQ | This FAQ clarifies why proper homelessness documentation is important from an auditing perspective. | Chronic Homelessness Documentation, Homeless Documentation, Recordkeeping | chronic-homelessness-documentation homeless-documentation recordkeeping intake-assessments | |||
| Tips on Documenting Homeless Status or Length of Time Homeless for CoC Participant Files | Document provides tips on what should be present in verification of homelessness documentation. | Homeless Documentation, Recordkeeping | Documentation Guidance | homeless-documentation recordkeeping intake-assessments | documentation-guidance | |
| Sample Reasonable Accommodation Request Notices and Forms | This resource contains sample notices and accompanying sample forms that could be made available to … | Disability, Fair Housing and Equal Access | Sample Policy, Sample Tool | disability fair-housing-and-equal-access intake-assessments | sample-policy sample-tool | |
| Rent Payment Checklist for Rental Assistance BLI | Rent Payment checklist for CoC Projects with rental assistance budget line items (BLI) for | Rent and Income Calculation and Verification | Resources Specific to CoC Funded Programs, Sample Tool | rent-and-income-calculation-and-verification intake-assessments | resources-specific-to-coc-funded-programs sample-tool | |
| Rent Calculation for Rental Assistance | Resource on rent calulation for rental assistance, including regulations from the CoC Program Interim Rule | Rent and Income Calculation and Verification | Resources Specific to CoC Funded Programs | rent-and-income-calculation-and-verification intake-assessments | resources-specific-to-coc-funded-programs | |
| Rent Calculation – What to Include and What to Exclude from Income | Rent calculation chart showing what to include and what to exclude from annual income | Rent and Income Calculation and Verification | Sample Tool | rent-and-income-calculation-and-verification intake-assessments | sample-tool | |
| Reasonable Accommodations in Tenant Selection Processes | This resource provides guidelines for the tenant selection process and information on reasonable accommodation in … | Disability, Fair Housing and Equal Access | disability fair-housing-and-equal-access intake-assessments | |||
| Overview of DedicatedPLUS Eligibility and Recordkeeping Requirements | Overview of DedicatedPLUS eligibility and recordkeeping requirements with sample eligibility documentation checklist | Chronic Homelessness Documentation, Permanent Supportive Housing (PSH) | Documentation Guidance, Resources Specific to CoC Funded Programs | chronic-homelessness-documentation permanent-supportive-housing-psh intake-assessments project-type | documentation-guidance resources-specific-to-coc-funded-programs | |
| Participant Rent Payment for CoC Rental Assistance Projects | This resource discusses whether agencies should collect the participant portion of rent directly or if … | Rent and Income Calculation and Verification | Resources Specific to CoC Funded Programs | rent-and-income-calculation-and-verification intake-assessments | resources-specific-to-coc-funded-programs | |
| Occupancy Charge Checklist for Leasing BLI | Checklist for CoC Projects with leasing budget line items (BLI) for occupancy charges, income calculations, … | Rent and Income Calculation and Verification | Resources Specific to CoC Funded Programs, Sample Tool | rent-and-income-calculation-and-verification intake-assessments | resources-specific-to-coc-funded-programs sample-tool | |
| Mainstream Resources Checklist | Resources checklist for homeless providers to use with clients to encourage participation in mainstream programs … | Assessments | Sample Tool | assessments intake-assessments | sample-tool | |
| Imminent Risk of Homelessness Self-Certification Form | Document intends to cover HUD Homeless Category 2 self-certification of imminent risk. Document can be … | Homeless Documentation | Documentation Guidance, Sample Tool | homeless-documentation intake-assessments | documentation-guidance sample-tool | |
| HUD Occupancy Handbook – Determining Income and Calculating Rent | Chapter 5 of the HUD Occupancy Handbook on determing income and calculating rent | Rent and Income Calculation and Verification | rent-and-income-calculation-and-verification intake-assessments | |||
| Homeless Eligibility at Intake: Can a Participant be Staying with Family at Intake? | Document provides rules outlined in the HEARTH Homeless Definition Final Rule regarding program eligibility. The … | Definition of Homelessness, Homeless Documentation | definition-of-homelessness homeless-documentation intake-assessments | |||
| Guidance on Unit Size Change Requests: Disability and Reasonable Accommodations | Document provides guidance on unit size changes related to disabilities or medical necessity. Resources on … | Disability, Fair Housing and Equal Access | disability fair-housing-and-equal-access intake-assessments | |||
| HUD CoC Chronic Homeless Definition History | Document provides background on the HUD Chronic Homeless Definition Final Rule and previous definitions. Helpful … | Chronic Homelessness Documentation, Definition of Homelessness, Permanent Supportive Housing (PSH) | Resources Specific to CoC Funded Programs | chronic-homelessness-documentation definition-of-homelessness permanent-supportive-housing-psh intake-assessments project-type | resources-specific-to-coc-funded-programs | |
| Guidance on Income Verification Requirements | This resource provides information from the HUD Occupancy Handbook on determining income and calculating rent … | Rent and Income Calculation and Verification | Documentation Guidance | rent-and-income-calculation-and-verification intake-assessments | documentation-guidance | |
| Flowchart of HUD’s Definition of Chronic Homelessness | Flowchart of HUD’s definition of chronic homelessness and documentation standards for chronic homelessness | Chronic Homelessness Documentation, Homeless Documentation, Permanent Supportive Housing (PSH) | Documentation Guidance, Frequently Used Documents | chronic-homelessness-documentation homeless-documentation permanent-supportive-housing-psh intake-assessments project-type | documentation-guidance frequently-used-documents | |
| ESG RRH Participant File Checklist with Due Dates | This participant file checklist includes the documents that should be included in participant files for … | Homeless Documentation, Recordkeeping | Documentation Guidance, Resources Specific to ESG Funded Programs, Sample Tool | homeless-documentation recordkeeping intake-assessments | documentation-guidance resources-specific-to-esg-funded-programs sample-tool | |
| Establishing Local Documentation Standards for DedicatedPLUS | Overview of DedicatedPLUS local documentation standards and a recommended process for documenting housing and homelessness … | Chronic Homelessness Documentation, Permanent Supportive Housing (PSH) | Documentation Guidance, Resources Specific to CoC Funded Programs | chronic-homelessness-documentation permanent-supportive-housing-psh intake-assessments project-type | documentation-guidance resources-specific-to-coc-funded-programs | |
| Documenting Refusals to Sign | This resource contains recordkeeping guidance for instances in which participants are unwilling to share documentation … | Homeless Documentation, Recordkeeping | Documentation Guidance, Resources Specific to CoC Funded Programs | homeless-documentation recordkeeping intake-assessments | documentation-guidance resources-specific-to-coc-funded-programs | |
| Determining Client Rent Payments and Utility Allowances | Guidance from HomeBase on determining client rent payments and utility allowances, payments, and reimbursements in … | Rent and Income Calculation and Verification | Resources Specific to CoC Funded Programs | rent-and-income-calculation-and-verification intake-assessments | resources-specific-to-coc-funded-programs | |
| Chronic Homeless Verification Packet: Housing History Tool Example | This document provides an example housing history tool for reference. The housing history tool is … | Chronic Homelessness Documentation, Homeless Documentation | Documentation Guidance, Frequently Used Documents, Sample Tool | chronic-homelessness-documentation homeless-documentation intake-assessments | documentation-guidance frequently-used-documents sample-tool | |
| Chronic Homelessness Guidance and Materials | Document provides a resource list with links to the Chronic Homeless Verification Packet, CES workflows, … | Chronic Homelessness Documentation, Homeless Documentation, Permanent Supportive Housing (PSH) | Documentation Guidance, Resource List, Resources Specific to CoC Funded Programs | chronic-homelessness-documentation homeless-documentation permanent-supportive-housing-psh intake-assessments project-type | documentation-guidance resource-list resources-specific-to-coc-funded-programs | |
| Chronic Homelessness Verification Packet | Housing providers should use this Chicago Coordinated Entry System (CES) packet with applicants to document … | Chronic Homelessness Documentation, Homeless Documentation, Permanent Supportive Housing (PSH) | Documentation Guidance, Frequently Used Documents | chronic-homelessness-documentation homeless-documentation permanent-supportive-housing-psh intake-assessments project-type | documentation-guidance frequently-used-documents | |
| CoC COVID-19 Waiver Guide | This guide, updated January 2022, was created as an unofficial resource to assist CoC grantees … | Chronic Homelessness Documentation, Disability, Permanent Supportive Housing (PSH) | Documentation Guidance, Sample Tool | chronic-homelessness-documentation disability permanent-supportive-housing-psh intake-assessments project-type | documentation-guidance sample-tool | |
| CoC Program Training Slides from Homebase | These slides are recommended for any CoC-funded program administrators who are new to HUD CoC … | CoC Start Up, Conflict of Interest, Definition of Homelessness, Eligibility, Homeless Documentation, Housing Quality Standards (HQS), Leases, Recordkeeping, Rent and Income Calculation and Verification, Rent Reasonableness and Fair Market Rent (FMR), Rental Assistance | Resources Specific to CoC Funded Programs | coc-start-up conflict-of-interest definition-of-homelessness eligibility homeless-documentation housing-quality-standards-hqs leases recordkeeping rent-and-income-calculation-and-verification rent-reasonableness-and-fair-market-rent-fmr rental-assistance intake-assessments leasing-rental-assistance-and-housing-standards | resources-specific-to-coc-funded-programs |

