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Register Today: Housing Counseling Basics Webinar Series

November 03, 2022 Print ShareThis

2022 CARES Act Conference Image

The Housing Counseling Basics Webinar Series will provide training for newer staff of housing counseling agencies (HCAs), focused on day-to-day required counseling tasks, grant administration, and HUD's current policies and procedures. The series will highlight best practices for HUD Housing Counseling Program compliance, as well as information about common missteps. Presenters will also showcase existing tools and resources that may be helpful to staff who are learning the ropes, as well as more experienced housing counseling professionals looking for a refresher. Register today!

Who Should Attend?

This webinar series is intended for HCAs.

Schedule and Registration

Registering will automatically register participants for all three sessions in the series. Please review the descriptions below to determine the sessions that will best serve you in your daily work.

Webinar Description Date and Time
Financial Management and HUD Grant Administration This webinar is designed to assist agencies with developing budgets, eligible expenses, quarterly reporting, and understanding timelines. Agencies will learn about the terms of the grant agreement, how to draw down funds through electronic Line of Credit Control System (eLOCCS), how to file No Activity reports, and what happens to the grant if the HCA is inactivated or terminated.
Training Objectives

Participants will learn about:

  • Key steps in the life of a HUD Housing Counseling Grant
  • Eligible expenses and budgeting for the HUD Housing Counseling Grant
  • Grant reporting, use of eLOCCS, and the role of the Housing Counseling System (HCS) and Client Management System (CMS)
January 18, 2023
1:00 - 2:30 PM EST
Recordkeeping and File Maintenance This webinar will cover the basics of client files, activity logs, follow-up actions, and documentation of day-to-day counseling. This training will assist HCAs and counselors in providing effective counseling and maintaining compliance with Housing Counseling Program requirements. This session will not cover file maintenance related to group education or HECM client files.
Training Objectives

Participants will learn about:

  • Key elements of a HUD Housing Counseling Program compliant client file
  • Record retention guidance
  • Best practices and common mistakes in record keeping and file maintenance
  • Tools and resources available on the HUD Exchange
February 1, 2023
1:00 - 2:00 PM EST
Tips and Tricks for Using Your CMS and HCS This webinar will discuss system maintenance, CMS data input, HCS profile updates, and 9902 reporting requirements. Participants will learn about tools and resources to assist with accurate data reporting and uploads.
Training Objectives

Participants will learn about:

  • The role of CMSs in a successful housing counseling operation
  • Data input, handling personally identifying information (PII), and CMS system selection and troubleshooting
  • Use of HUD's Housing Counseling System and tips for accurate and complete 9902 Form reporting
February 15, 2023
1:00 - 2:00 PM EST

Register Now

You must have a HUD Exchange account to register. Follow these instructions for registering.

All sessions will be recorded and posted to the HUD Exchange for viewing at a later date.

Training Point of Contact

Housing Counseling Basics Webinar Series Registrar |

Additional Information

Visit the Housing Counseling Webinar Archives page for more trainings presented by the Office of Housing Counseling (OHC).

Tags: Housing Counseling Program