The NeighborWorks plugin is designed to capture all necessary information for creating NW CSV files, including Clients and Financing, Project Summary, and Financial Capability. It integrates with the HUD housing counseling plugin and supports multiple program types, such as Housing Counseling, Foreclosure, and Financial Capability.
Key Features
- Service Items for Counseling Forms
- Service Delivery for Rehab/Repair Projects
- Attendance Tracking for Completed Workshops
- Custom Enrollment Form for HUD and NW Data
- Foreclosure-Specific Outcomes
Initial Setup by Administrators
Mapping Fields
- Go to Admin > Manage Plugin Mapping
- Ensure standard managed list fields are mapped to your agency’s system.
Program Setup
- Navigate to Admin > Program Info > Housing Counseling > Add New Programs
- Add programs such as Foreclosure Program Type, Financial Capability Program Type, or HECM
- If using HECM, add HECM Service Group and the “Received HECM Certificate” service item to the appropriate program type.
Program Supplemental Form
- Go to Admin > Program Info > Housing Counseling > HUD Housing Counseling/Program Supplemental
- Complete this form to record grant information, even if you do not enroll participants in HUD Housing Counseling directly.
- Select HUD Housing Counseling Group Session Program Supplemental Form for programs involving group sessions (workshops) reported in the 9902 submission.
Funding Source Setup
- Navigate to Admin > Funding Source Setup > Comprehensive (HUD Housing Counseling > Add New Allotment)
- Add funding sources and indicate which activities are HUD-funded.
- Select Funding Type and Grant Year.
Staff and Agency Information Requirements
- HUD requires staff details such as name, address, phone, email, hire date, termination date, languages, and billing rate.
- Training details for staff must be entered in Manage Staff > Detailed Information > Training/Certifications.
- Training types must be mapped to “Count for HUD Housing Counseling Training”.
- Each agency must have three designated contacts:
- Agency Contact for HUD Use
- Agency Manager
- Agency Senior Executive
- The agency setup form must include EIN, DUNS numbers, contact information, and website details.
Organizations for Staff Training
- Required training organizations must be entered as follows:
- 2-HUD
- 2-NeighborWorks
- 1-NOTA
- 4-LaRaza
- 3-Other (Specify in Training Notes Field)
- 5-NCRC
Reporting to NeighborWorks
- Navigate to MENU > Data Import/Export > Create Export Request
- Enter an export request name (e.g., “3rd Q 9902”).
- Set the export date (today’s date or the end of the quarter).
Work Template Customization
- Use the default work template or create a custom one.
- If conducting foreclosure counseling, include the Foreclosure Assessment in the work template.