All Chicago provides technical assistance to agencies within the Chicago Continuum of Care (CoC) to aid learning and help resolve identified needs or issues. The following resources have been developed or accumulated by All Chicago and they relate to broadly applying best practices, policies, standards, and regulations. All Chicago will continue to post new resources here.
Disclaimer: All Chicago makes every effort to assess the quality of resources included in this library and to keep the information in this library up to date. However, please be aware that we cannot always guarantee the completeness or accuracy of these materials.
The HUD Virtual Binders provide additional guidance on frequently needed information or asked questions.
If you have any questions or can’t find sufficient resources in this library, please contact the CoC Programs Team at cocprograms@allchicago.org. Â
You will find instructions on using the Technical Assistance Resource Library here.
| Title | Content | Categories | Tags | Link | hf:doc_categories | hf:doc_tags |
|---|---|---|---|---|---|---|
| CoC Grant Compliance Self-Monitoring Checklist | The purpose of this checklist is for agencies to self-monitor their compliance to standard CoC … | Data and Performance, Grants - Monitoring | data-and-performance grants-monitoring grants | |||
| 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 | |
| Writing and Maintaining Effective Policies and Procedures | This resource covers general tips on structuring and maintaining policy and procedure documents. All Chicago … | Recordkeeping | Documentation Guidance, Sample Policy | recordkeeping | documentation-guidance sample-policy | |
| Verification of Disability Packet | This packet can be used to verify disability. | Disability | Documentation Guidance | disability intake-assessments | documentation-guidance | |
| NSPIRE FAQ July 2025 | Update on the NSPIRE Implementation which will replace the HQS from HUD. | Housing Quality Standards (HQS) | Resource List | housing-quality-standards-hqs leasing-rental-assistance-and-housing-standards | resource-list | |
| Lead-Based Paint Safety Compliance – Sample Policy | This sample policy provides basic language that can be used by HUD funded projects in … | Lead-Based Paint | Sample Policy | lead-based-paint leasing-rental-assistance-and-housing-standards | sample-policy | |
| 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 | |||
| Lead-Based Paint Disclosure FAQ | This FAQ addresses important questions related to landlord-provided lead-based paint disclosures and federal regulations. | Lead-Based Paint, Leases, Leasing, Rental Assistance, and Housing Standards | Documentation Guidance | lead-based-paint leases leasing-rental-assistance-and-housing-standards | documentation-guidance | |
| 2024 HUD Fair Market Rent Lookup Guide | This guide provides instruction on how to look up the appropriate Fair Market Rent for … | Rent Reasonableness and Fair Market Rent (FMR) | rent-reasonableness-and-fair-market-rent-fmr leasing-rental-assistance-and-housing-standards | |||
| Transitional Housing for More than 24 Months | This resource references the regulatory guidelines from the CoC Interim Rule that explain the circumstances … | Discharge and Grievance Policies, Transitional Housing (TH) | Resources Specific to CoC Funded Programs | discharge-and-grievance-policies transitional-housing-th project-type | resources-specific-to-coc-funded-programs | |
| 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 | |
| Time Management for Case Managers | Brief slide deck with tips for time management created for case managers with links to … | Staff Training | staff-training case-management-and-best-practices | |||
| Termination of Assistance for CoC Program Participants | Document provides CoC Program Interim Rule regulations regarding termination of assistance. Document also includes a … | Discharge and Grievance Policies | Resources Specific to CoC Funded Programs, Sample Tool | discharge-and-grievance-policies | resources-specific-to-coc-funded-programs sample-tool | |
| Tenant Guidance – Rent Repayment Plans | HUD resource on tenant repayment plans. Document includes guidance, a sample letter for tenants to … | Eviction Prevention | eviction-prevention case-management-and-best-practices | |||
| 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 | |
| Sample Referral Form | Sample referral form to refer clients to a broad range of services such as housing, … | Referrals | Sample Tool | referrals case-management-and-best-practices | sample-tool | |
| Sample Termination Letter | Sample termination letter to give to program participants | Discharge and Grievance Policies | Sample Tool | discharge-and-grievance-policies | sample-tool | |
| Subleases and Occupancy Agreements | This resource is intended for CoC-Funded Programs with a leasing budget line item. It provides … | Leases | Resources Specific to CoC Funded Programs, Sample Tool | leases leasing-rental-assistance-and-housing-standards | resources-specific-to-coc-funded-programs sample-tool | |
| Staff Training Policy Guidance | Resource gives suggested elements to consider including in a staff training policy. | Staff Training | Sample Policy | staff-training case-management-and-best-practices | sample-policy | |
| Sample Policy – Appeal Process for Housing Denial | This sample policy comes from CSH’s Quality Supportive Housing resources. It may be used as … | Discharge and Grievance Policies | Resources Specific to CoC Funded Programs, Sample Policy | discharge-and-grievance-policies | resources-specific-to-coc-funded-programs sample-policy | |
| Sample Participant Satisfaction Survey 2 | Sample satisfaction survey for agencies to provide to clients to get their feedback on how … | People with Lived Experience Involvement | Sample Tool | people-with-lived-experience-involvement | sample-tool | |
| Sample Lease Policy on Drug and Alcohol Use | A sample addendum to the lease agreement with an example of a policy on drug … | Leases, Substance Use | Sample Policy | leases substance-use leasing-rental-assistance-and-housing-standards case-management-and-best-practices | sample-policy | |
| Sample Lease Policy and Procedures (Rental Assistance Funding – RRH) | This example policy and procedures resource provide information on rental assistance funding policies for RRH … | Leases, Rapid Re-Housing (RRH) | Resources Specific to CoC Funded Programs, Sample Policy | leases rapid-re-housing-rrh leasing-rental-assistance-and-housing-standards project-type | resources-specific-to-coc-funded-programs sample-policy | |
| Sample Lease Policy and Procedures (Rental Assistance Funding – PSH and TH) | This example policy and procedures resource provide information on rental assistance funding policies for PSH … | Leases, Permanent Supportive Housing (PSH) | Resources Specific to CoC Funded Programs, Sample Policy | leases permanent-supportive-housing-psh leasing-rental-assistance-and-housing-standards project-type | resources-specific-to-coc-funded-programs sample-policy | |
| Sample Lease Policy and Procedures (Leasing Funding – All Model Types) | This example policy and procedures resource provide information on leasing funding policies for all model … | Leases | Resources Specific to CoC Funded Programs, Sample Policy | leases leasing-rental-assistance-and-housing-standards | resources-specific-to-coc-funded-programs sample-policy | |
| Sample Illinois Agreement to Sublease | This resource provides an example of what a sublease in Illinois looks like | Leases, Permanent Supportive Housing (PSH) | Sample Tool | leases permanent-supportive-housing-psh leasing-rental-assistance-and-housing-standards project-type | sample-tool | |
| Rent Reasonableness – Comp Unit Landlord Follow-Up | A chart to be used to track landlord follow-ups for determining rent reasonableness | Rent Reasonableness and Fair Market Rent (FMR) | Sample Tool | rent-reasonableness-and-fair-market-rent-fmr leasing-rental-assistance-and-housing-standards | sample-tool | |
| Program Fees | Use this resource to understand what kinds of charges a CoC-funded project is not allowed … | Financials | Resources Specific to CoC Funded Programs | financials | resources-specific-to-coc-funded-programs | |
| Rapid Rehousing Program Model Resources | Document provides links to HUD resources for the Rapid Rehousing Program Brief and toolkit. | Rapid Re-Housing (RRH) | Resource List | rapid-re-housing-rrh project-type | resource-list | |
| 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 | |||
| 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 | |
| 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 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 Reasonableness and Fair Market Rent – CoC Program | This resource explains the concepts of rent reasonableness and Fair Market Rent (FMR) and how … | Rent Reasonableness and Fair Market Rent (FMR) | Resources Specific to CoC Funded Programs | rent-reasonableness-and-fair-market-rent-fmr leasing-rental-assistance-and-housing-standards | resources-specific-to-coc-funded-programs | |
| Rent Reasonableness Checklist and Certification | Checklist and certification template for rent reasonableness | Rent Reasonableness and Fair Market Rent (FMR) | Sample Tool | rent-reasonableness-and-fair-market-rent-fmr leasing-rental-assistance-and-housing-standards | sample-tool | |
| 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 | |
| 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 | |
| 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 | |
| Locating HUD CoC Guidance and Materials | Document provides a resource table with links to HUD CoC resources and the type of … | CoC Start Up, Staff Training | Resource List, Resources Specific to CoC Funded Programs | coc-start-up staff-training case-management-and-best-practices | resource-list resources-specific-to-coc-funded-programs | |
| Motivational Interviewing Techniques and Skills | This resource provides motivational interviewing techniques and skills for health and mental health coaching/counseling | Motivational Interviewing | motivational-interviewing case-management-and-best-practices | |||
| 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 | |
| Leasing Checklist – Basic Requirements & Best Practices | This checklist should be used prior to lease signing to perform a lease review with … | Leases | Sample Tool | leases leasing-rental-assistance-and-housing-standards | sample-tool | |
| Lead Safe Housing Requirements Screening Worksheet | Screening worksheet for lead safe housing requirements for any residential property that is assisted with … | Lead-Based Paint | Sample Tool | lead-based-paint leasing-rental-assistance-and-housing-standards | sample-tool | |
| Individual Service Plan Template | This is a sample Individual Service Plan template with an included referral checklist | Individual Service Plan (ISP) | Sample Tool | individual-service-plan-isp case-management-and-best-practices | sample-tool | |
| Increase in Income Metrics – Guidance and Resources | Guidance on increase in income metrics, what is entered into HMIS, how metrics are calculated, … | Data Standards, System Goals Metrics | data-standards system-goals-metrics data-and-performance | |||
| 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 | |||
| HUD CoC Funding Eligible Costs | This spreadsheet provides a breakdown of the eligible costs that may be charged to a … | Financials, Grants | Resources Specific to CoC Funded Programs, Sample Tool | financials grants | resources-specific-to-coc-funded-programs sample-tool | |
| 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 | |||
| Grant Tracking Template Example 4 | This is an example of a template to use for tracking grant contracts | Grants | Documentation Guidance, Sample Tool | grants | documentation-guidance sample-tool | |
| 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 | |
| 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 | |||
| Housing First Resource List | Document provides a resource table with links to housing first resources and the type of … | Housing First | Resource List | housing-first case-management-and-best-practices | resource-list | |
| 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 | |
| Grant Tracking Template Example 3 | This is an example of a template to use for tracking grant contracts | Grants | Documentation Guidance, Sample Tool | grants | documentation-guidance sample-tool | |
| Grant Tracking Template Example 2 | This is an example of a template to use for tracking grant contracts | Grants | Documentation Guidance, Sample Tool | grants | documentation-guidance sample-tool | |
| Grant Tracking Template Example 1 | This is an example of a template to use for tracking grant contracts | Grants | Documentation Guidance, Sample Tool | grants | documentation-guidance sample-tool | |
| 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 Lead Screening Worksheet | This worksheet guides ESG grantees through the lead-based paint inspection process to ensure compliance with … | Lead-Based Paint | Resources Specific to ESG Funded Programs | lead-based-paint leasing-rental-assistance-and-housing-standards | resources-specific-to-esg-funded-programs | |
| Environmental Review Guidance | This resource provides guidance on determining which level of environmental review is required for your … | Environmental Review | environmental-review | |||
| 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 | |
| Exit to Permanent Housing Metric Resource | Document provides information on how exit information is captured, what constitutes a permanent exit, and … | Data Standards, Discharge and Grievance Policies, System Goals Metrics | data-standards discharge-and-grievance-policies system-goals-metrics data-and-performance | |||
| 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 | |
| Creating Effective Policies and Procedures | This resource provides guidance on how to create effective policies and procedures | Recordkeeping | Documentation Guidance | recordkeeping | documentation-guidance | |
| Conflicts of Interest Guidance | Guidance on handling conflicts of interest | Conflict of Interest | conflict-of-interest | |||
| CoC Training Resource Links | This resource list provides a wide range of links to helpful resources on various components … | CoC Start Up | Resource List | coc-start-up | resource-list | |
| CoC Program Lead Screening Worksheet | This worksheet guides CoC subrecipients through the lead-based paint inspection process to ensure compliance with … | Lead-Based Paint | Resources Specific to CoC Funded Programs, Sample Tool | lead-based-paint leasing-rental-assistance-and-housing-standards | resources-specific-to-coc-funded-programs sample-tool | |
| CoC Program Environmental Review Part 50 Flow Chart | This flowchart will help CoC Programs identify how to complete environmental compliance based on activities … | Environmental Review | environmental-review | |||
| CoC Internal Wellness Top Ten List | This checklist is a supplement to the CoC Internal Wellness Checklist and highlights ten critical … | Recordkeeping | Documentation Guidance, Resources Specific to CoC Funded Programs | recordkeeping | documentation-guidance 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 Internal Wellness Checklist | This checklist is to help homeless providers successfully implement their CoC grant(s) and determine current … | Recordkeeping | Documentation Guidance, Resources Specific to CoC Funded Programs | recordkeeping | documentation-guidance resources-specific-to-coc-funded-programs | |
| CoC Program Eligibilty for Registered Sex Offenders | Document covers CoC Program Interim Rule and Illinois regulations regarding program eligibility for registered sex … | Fair Housing and Equal Access | Resources Specific to CoC Funded Programs | fair-housing-and-equal-access | resources-specific-to-coc-funded-programs | |
| Chicago ESG RRH Housing Stability Plan Template | ESG RRH housing stability plan template to assist clients with obtaining or maintaining permanent housing | Individual Service Plan (ISP) | Resources Specific to ESG Funded Programs, Sample Tool | individual-service-plan-isp case-management-and-best-practices | resources-specific-to-esg-funded-programs sample-tool | |
| Annual Performance Report (APR) Guidance | TA Resource providing guidance and advice for APR submissions | Annual Performance Report (APR) | Resources Specific to CoC Funded Programs | annual-performance-report-apr data-and-performance | resources-specific-to-coc-funded-programs | |
| Addressing and Preventing Document Loss | Recommended approach for preventing the risks associated with losing or misplacing individual documents or entire … | Recordkeeping | recordkeeping | |||
| 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 | |
| Sample Participant Satisfaction Survey 1 | Sample satisfaction survey for agencies to provide to clients to get their feedback on how … | People with Lived Experience Involvement | Sample Tool | people-with-lived-experience-involvement | sample-tool | |
| Trauma-Informed Services Resource List | This document provides a list of resources on trauma-informed service delivery and care. | Trauma-Informed Care | Resource List | trauma-informed-care case-management-and-best-practices | resource-list | |
| Case Management in Housing First | This resource provides an overview of the key components of a case management approach from … | Housing First, Staff Training | housing-first staff-training case-management-and-best-practices |
