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HUD 9902 Plugin Checklist
Program Setup
- Ensure the HUD Housing Counseling program type is included.
- Review plugin mappings (ADMIN > Plugin mappings > Item list mappings).
- Add managed list items (funding type, categories, staff contact/training types, counseling session/termination reason, credit agency).
- Map plugin items to prevent export errors.
- Set up service groups and services not included in the plugin.
- Create allotments under the Comprehensive (HUD Housing Counseling) funding source.
- Link NOFA awards to funding types.
- Add outcomes specific to the agency or CSBG programs.
Programs
- One-on-One Counseling: Must use HUD Housing Counseling program.
- If creating a new 1-1 counseling program, it must include the Housing Counseling Enrollment form and Plugin Service Groups.
- For group sessions/workshops:
- Answer type & hours on program supplemental form.
- Track attendance and assign a Certified Housing Counselor as the facilitator.
- Ensure funding sources are added to the program instance if applicable.
- If a one-time class, use HUD Workshop Enroll as the custom enrollment form.
- Fill out HUD program supplemental forms (budget, methods, languages, etc.).
- Ensure workshops paid with HUD funds have corresponding funding sources.
Staff & Agency Requirements
- Agencies must have at least three key staff roles (HUD Contact, Office Executive, Office Manager).
- HUD Counselors must have complete profiles, including HUD Certification ID.
- HUD certification required for 1-1 counselors.
- Ensure agency details (EIN, DUNS, phone numbers, addresses) are fully completed.
Organizations & Training
- Register staff training organizations (HUD, NeighborWorks, La Raza, NCRC).
- Assign mapped training types for HUD Housing Counseling Training.
Ongoing Maintenance
- Add HUD-approved training with mapped training types.
- Ensure intake information is fully completed for at least one household member.
- Capture income, credit scores, budgets, assets, and liabilities as required.
- Enrollment forms must have HUD-required yes/no questions answered.
9902 Reporting & Export
- Count participants correctly:
- Counseling session with funding allotment.
- Workshop attendance recorded.
- Workshop completion button checked (if using HUD Workshop Enroll form).
- 9902 is not unduplicated (clients counted separately for multiple services).
- Common errors:
- Unmapped plugin items.
- Missing HUD Certification ID for counselors.
- Incomplete participant details (zip codes, phone numbers, demographics).
- Incorrect NOFA-allotment linkage.
- Missing Program Facilitator/Case Manager for workshops.
- Failure to request HUD program year start date when generating reports.
Submitting to HCS
- Username and password must be entered correctly (case-sensitive).
- If submission errors occur (Unauthorized/Forbidden), credentials may be incorrect.