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.