Program and Reporting Templates
- List of HSCP adjustments - updated January 2023
- Sample intake form (in English)
- Sample intake form (in Spanish)
- Sample authorization form (Modelo de política de privacidad)
- Sample authorization form (in English)
- Sample privacy policy (Modelo de formulario de autorización)
- Sample privacy policy (in English)
- Action plan template (Plantilla de plan de acción)
- Action plan template (in English)
- Quarterly program reporting template for NeighborWorks network organizations
- Quarterly program reporting template for state housing finance agencies and intermediaries
- Final report template
- Agency Exhibit Workbook includes:
- Exhibit A – Grantees' revised goals by targeted geographic area
- Exhibit B1 – Grantees' revised goals based on client-level production
- Exhibit B2 – Grantees' revised goals of homeowner and rental clients
- Exhibit B3 – Grantees' revised goals by low-income and minority areas
- Exhibit D – Disbursement schedule worksheet (standard). Please contact the HSCP team for this document if you have an alternate disbursement schedule.
- Exhibit E – Grantee contact information
- Exhibit F – Agency and counselor workbook
- Example budget worksheet
- Example crisis budget worksheet
- The funding announcement defines several terms, explains eligible activities, offers an application summary and includes several key details for the disbursement schedule and program requirements.
Housing Counselor Resources
- Best Practices Guide — Cultural, Relevant and Effective: Proven Practices for Successful Outreach to Communities of Color
- National Housing Law Project (NHLP)'s homeowner legal issues screening tool
- National Housing Resource Center (NHRC) Servicer Escalation Contacts for housing counseling agencies experiencing challenges communicating with servicers
- HUD's rental assistance and eviction prevention outreach materials for HUD-approved housing counseling agencies
- View our mortgage relief page and eviction prevention guide to best assist your clients in keeping their homes.
- HUD's summary of key resources for housing counseling agencies.
- Chart of emergency bans on evictions and other tenant protections related to the pandemic by state.
- Find a legal aid organization near you.
- Need homeless assistance? Contact a homeless service provider in your state.
- Find a public housing agency, which may have emergency housing vouchers to help individuals and families who are homeless or at risk of homelessness.
Training Opportunities & Webinars
- See what online classes and certifications are available.
- June 13, 2024 HSCP Office Hours
- May 16, 2024 HSCP Office Hours
- Aprill 11, 2024 HSCP Reporting Webinar
- April 18, 2024 HSCP Office Hours
- Watch the 2/15 Reporting Webinar
- Watch the office hours meeting with HSCP staff from March 14th
- Watch the office hours meeting with HSCP staff from Feb. 8, 2024 Use passcode: 43^mwSw*
- Watch the office hours meeting with HSCP staff from Jan. 11, 2024. Use passcode: 9e+J+S=p
- Watch the office hours meeting with HSCP staff from Dec. 14, 2023
- Watch the HSCP extension and reallocation webinar for intermediaries from Dec. 8, 2022.
- Watch the online reporting system (ORS) updates and Q&A training from July 11, 2022. Use passcode: w*fPx5h@
- Watch the client file and program compliance training from Feb. 23, 2022.
- Watch the HSCP reporting webinar from Feb. 17, 2022.
- Watch the online reporting system training for new HSCP grantees from Jan. 27, 2022.
- Watch the default and remedy policy webinar from Oct. 25, 2021.
- Watch the training opportunities webinar from Oct. 14, 2021
- Watch HSCP onboarding webinar from Oct. 12, 2021.
- Click here for a full list of HSCP trainings and webinars.
Compliance Resources
- Default & remedy policy with recapture and de-obligation appendix (September 29, 2023)
- PRS allowable guidance on HSCP expenses.
- Client file checklist, programmatic checklist for direct grantees and programmatic checklist for sub-grantee oversight
- HSCP Grantee De-Obligation and/or Recapture Worksheet
- HSCP memo regarding personal identifiable information (PII) collection and non-wallet identification for authorization
- HSCP Hightail Upload Guide
Online Reporting System Resources
- Data dictionary (updated April 25)
- Reporting guide (updated July 13)
- Data points
- Data template
- Data template conditional guide
- Online reporting system survey
- Online reporting system respondent user guide