Grantee Resources

Program and Reporting Templates

• List of HSCP adjustments - updated January 2023
• Sample intake form (in English)
• Sample intake form (in Spanish)
• Sample authorization form (Modelo de política de privacidad)
• Sample authorization form (in English)
• Sample privacy policy (Modelo de formulario de autorización)
• Sample privacy policy (in English)
• Action plan template (Plantilla de plan de acción)
• Action plan template (in English)
• Quarterly program reporting template for NeighborWorks network organizations
• Quarterly program reporting template for state housing finance agencies and intermediaries
• Final report template
• Agency Exhibit Workbook includes: 
  • Exhibit A – Grantees' revised goals by targeted geographic area
  • Exhibit B1 – Grantees' revised goals based on client-level production
  • Exhibit B2 – Grantees' revised goals of homeowner and rental clients
  • Exhibit B3 – Grantees' revised goals by low-income and minority areas
  • Exhibit D – Disbursement schedule worksheet (standard). Please contact the HSCP team for this document if you have an alternate disbursement schedule. 
  • Exhibit E – Grantee contact information
• Exhibit F – Agency and counselor workbook 
• Example budget worksheet
• Example crisis budget worksheet
• The funding announcement defines several terms, explains eligible activities, offers an application summary and includes several key details for the disbursement schedule and program requirements.

 

Housing Counselor Resources

• Best Practices Guide — Cultural, Relevant and Effective: Proven Practices for Successful Outreach to Communities of Color
• National Housing Law Project (NHLP)'s homeowner legal issues screening tool 
• National Housing Resource Center (NHRC) Servicer Escalation Contacts for housing counseling agencies experiencing challenges communicating with servicers
• HUD's rental assistance and eviction prevention outreach materials for HUD-approved housing counseling agencies 
• View our mortgage relief page and eviction prevention guide to best assist your clients in keeping their homes.
• HUD's summary of key resources for housing counseling agencies.
• Chart of emergency bans on evictions and other tenant protections related to the pandemic by state.
• Find a legal aid organization near you.
• Need homeless assistance? Contact a homeless service provider in your state. 
• Find a public housing agency, which may have emergency housing vouchers to help individuals and families who are homeless or at risk of homelessness. 

Training Opportunities & Webinars

• Watch the office hours meeting with HSCP staff from Sept. 21, 2023
• Watch the HSCP reporting Q&A webinar from Aug. 17, 2023.
• Watch the office hours meeting with HSCP staff from Aug. 10, 2023.
• Watch the office hours meeting with HSCP staff from July 13, 2023. 
• Watch the office hours meeting with HSCP staff from June 8, 2023. Passcode: 5L13n7Y!
• Watch the HSCP reporting Q&A webinar from May 25. 
• Watch the office hours meeting with HSCP staff from May 11, 2023. 
• Watch the office hours meeting with HSCP staff from April 13, 2023.
• Watch the office hours meeting with HSCP staff from March 9, 2023.
• Watch the office hours meeting with HSCP staff from Feb. 23, 2023. 
• Watch the HSCP reporting webinar from Feb. 16, 2023.
• Watch the office hours meeting with HSCP staff from Jan. 12, 2023.
• See what online classes and certifications are available.
• Watch the HSCP extension and reallocation webinar for intermediaries from Dec. 8, 2022. Use passcode: t#?TJk24
• Watch the HSCP extension and reallocation webinar for state housing finance agencies from Dec. 7, 2022. Use passcode: zb^o2.^&
• Watch the HSCP extension and reallocation webinar for NeighborWorks network organizations from Dec. 6, 2022. Use passcode: m?F.3DN7
• Watch the HSCP reporting webinar from Nov. 16, 2022.
• Watch the "Outreach to Communities of Color" webinar from Oct. 26, 2022. 
• Watch the office hours meeting with HSCP staff from Oct. 13, 2022.
• Watch the office hours meeting with HSCP staff from Sept. 8, 2022.
• Watch the HSCP reporting webinar from Aug. 24, 2022.
• Watch the office hours meeting with HSCP staff from Aug. 11, 2022. 
• Watch the office hours meeting with HSCP staff from July 14, 2022.
• Watch the online reporting system (ORS) updates and Q&A training from July 11, 2022. Use passcode: w*fPx5h@
• Watch the second HSCP Homeowner Assistance Fund meeting from June 16, 2022.
• Watch the outreach to vulnerable communities webinar from June 9, 2022.
• Watch the office hours meeting with HSCP staff from June 9. 
• Watch the HSCP reporting webinar from May 17, 2022.
• Watch the office hours meeting with HSCP staff from May 12, 2022.
• Watch the HSCP emergency rental assistance meeting from May 4, 2022.
• Watch the office hours meeting with HSCP staff from April 14, 2022. 
• Watch the collaborating with legal aid attorneys webinar from March 22, 2022.
• Watch the office hours meeting with HSCP staff from March 10, 2022. 
• Watch the HSCP Homeowner Assistance Fund meeting from March 8, 2022.
• Watch the client file and program compliance training from Feb. 23, 2022. 
• Watch the HSCP reporting webinar from Feb. 17, 2022.
• Watch the online reporting system training for new HSCP grantees from Jan. 27, 2022.
• Watch the HSCP listening session for state housing finance agencies from Jan. 21, 2022.
• Watch the HSCP listening session for intermediaries from Jan. 20, 2022.
• Watch the HSCP listening session for NeighborWorks network organizations from Jan. 19, 2022.
• Watch the default and remedy policy webinar from Oct. 25, 2021.
• Watch the training opportunities webinar from Oct. 14, 2021
• Watch HSCP onboarding webinar from Oct. 12, 2021.

Compliance Resources

• PRS allowable guidance on HSCP expenses. 
• Subgrantee recapture template. 
• Recapture template workbook. 
• HSCP memo regarding personal identifiable information (PII) collection and non-wallet identification for authorization
• Default & remedy policy with recapture and de-obligation appendix (September 29, 2023)
• Client file checklist, programmatic checklist for direct grantees and programmatic checklist for sub-grantee oversight
• Compliance reminders
• HSCP Grantee De-Obligation and/or Recapture Worksheet
• HSCP Hightail Upload Guide

Online Reporting System Resources

• Data dictionary (updated April 25)
• Reporting guide (updated July 13)
• Data points
• Data template 
• Data template conditional guide
• Online reporting system survey
• Online reporting system respondent user guide

CounselorMax Resources

• Watch an introduction to CounselorMax for new users
• CounselorMax How-To Guide
• CounselorMax Features

 

​NeighborWorks America Housing Stability Counseling Program awards more than $88 million in grants to 131 awardees

• Read the press release. 
• View the complete list of awardees. 

E-Sign Resources

• SignNow — $8 per month 
• AdobeSign — $15 per month
• HelloSign — $15 per month
• DocuSign — $25 per month