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HUD 9902 Client Data Entry Cheat Sheet
Intake Requirements
Required Information
- Basic Demographics
- At least one household member receiving counseling/workshop must have complete basic information
- All demographic information must be verified for accuracy
- Household Information
- Complete address, city, and zip code required
- For relocations: Add new address with move-out date of previous address and move-in date of new address
- Income Documentation
- Income snapshot must be completed
- Qualifying income must be selected at enrollment
- Mortgage Financing Form
- Mandatory for Foreclosure Counseling
- Recommended for intensive First-Time Home Buyer counseling
Optional Information
- Credit Scores
- Add if agency performs credit checks
- If not available, reason must be selected on enrollment screen
- Additional Documentation
- Budgets
- Action plans
- Assets and liabilities analysis
- Can be stored in empowOR for record-keeping
Enrollment Process
- Complete enrollment form with HUD-specific questions
- End date required
- Income Snapshot mandatory on enrollment form
- Questions default to "no" if unanswered
Counseling Services Documentation
- Session Requirements
- Create counseling form with "Purpose of Visit"
- Complete SESSION Information on second tab
- Select HUD Comprehensive fund allotment (even for $0 charges)
- Add relevant outcomes (minimum: completed sustainable budget)
- Workshop Attendance
- Minimum 1 day attendance required
- Must check "Workshop Complete (count for 9902)"
- No outcomes expected for workshop-only clients
Important Notes
- 9902 counts are not unduplicated
- Multiple services to same household counted separately
- Other services (rent payments, etc.) reported to other funders, not HUD
Common Export Errors
- Address Issues
- Missing zip codes
- Incomplete phone numbers
- Data Completeness
- Missing participant basic info
- Incorrect NOFA connections
- Missing HUD counselor associations
- Incomplete counselor information