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HMIS User Resources

HUD has provided us with a simple Excel based tool which will allow agencies and HMIS staff to see what the required elements of their projects are by program funding type. Please follow the link below for the tool and more information.

HUD Project Setup Tool


CDPHP Consent Form
Coordinated Case Management Instruction Consent Form
HMIS General Intake (CDPHP Initiative Participating Providers) (updated 10/2015)

CoC Grant Competition Resources:

Updating a Client’s HMIS Info
Missing and Null Data Report NOFA

STEHP Resources:

Recording STEHP Services in the HMIS
STEHP Program Report Template 2014-15
Directions for STEHP quarterly report

User Resource Materials

HMIS CoC Program Manual
HMIS ESG Program Manual
HMIS PATH Program Manual
HMIS RHY Program Manual

HMIS Data Sandards Manual 2014 v5.1
New User Packet

Intake and Discharge Worksheets:

HMIS General Intake – Emergency Shelter (updated 10/2016)
HMIS General Intake – Transitional Housing and Permanent Supportive Housing (updated 10/2016)
HMIS General Discharge – All Participants (updated 12/16/2014)

HMIS UDE Only Intake (updated 10/2016)

SSVF Intake and Discharge HOPWA Intake and Discharge
HMIS HOPWA Intake (updated 10/2016)
HMIS HOPWA Discharge – All Participants (updated 12/18/2014)
RHY Intake and Discharge PATH Intake and Discharge
HMIS PATH Intake (updated 10/2016)
HMIS PATH Discharge – All Participants (updated 01/23/2015)
ESG Intake and Discharge
ESG Rapid Rehousing Intake (updated 10/2016)

Policies and Procedures

CARES HMIS 2016 – Agency Agreement

CARES HMIS 2017 Policy And Procedures Manual
CARES HMIS 2017 – User Agreement

CARES HMIS 2017 Client Informed Consent and Release of Information
CARES HMIS 2017 Minor Consumer Consent

Agency Information and Forms


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