Get HUD Exchange Updates: Get critical deadlines, policy changes, and upcoming trainings in your inbox.

Reminder for Housing Counseling Agencies: Please Submit 1st Quarter Form HUD-9902

January 31, 2020 Print ShareThis

For additional technical assistance, please contact your HUD Point of Contact (POC) or email housing.counseling@hud.gov.

HUD-approved housing counseling agencies (HCAs) are reminded of their responsibility to transmit accurate and timely Form HUD-9902 quarterly reports.

When 100 percent of HCAs submit their reports on time, the HUD Office of Housing Counseling (OHC) can work with complete datasets. HCAs' Form HUD-9902 quarterly reports are a keystone in HUD's Housing Counseling Program. OHC uses the data for a variety of purposes. Form HUD-9902 quarterly reports quantify HUD's Housing Counseling Program. This data is included in reports to Congress that help substantiate HUD's annual request for Housing Counseling grant funds. Form HUD-9902 data helps identify housing counseling trends and client demographics and helps HUD assess the impact of services offered by HCAs.

Form HUD-9902 Quarterly Reporting Periods & Due Dates

HUD Fiscal Quarter

Period Covered

Due Date

2020
1

October 1, 2019 - December 31, 2019

Due no later than January 31st*
Include all clients served in quarter 1.

2020
2

October 1, 2019 - March 31, 2020

Due no later than April 30th*
Please include all clients reported in the quarter 1 report plus new clients served in quarter 2.

2020
3

October 1, 2019 - June 30, 2020

Due no later than July 31st*
Please include all clients reported in the quarter 2 report plus new clients served in quarter 3.

2020
4

October 1, 2019 - September 30, 2020

Due no later than December 31st*
Final 9902 includes complete year of client data including new clients served quarter 4.

*Note: If your agency is a sub-grantee or affiliate of an intermediary, State Housing Finance Agency (SHFA), or Multi-State Organization (MSO), please abide by your SHFA, MSO, or intermediary agency's established reporting due dates.

Tips to assist your agency with timely Form HUD-9902 report submission:

  • HUD recommends HCAs transmit the quarterly Form HUD-9902 data in advance of the due date through their Client Management System (CMS). This will ensure that your agency has time to review the submitted data and correct errors prior to the final due date.

  • Agencies transitioning to new CMS providers may need to manually enter the HUD-9902 form within the HCS system to assure timely report submission. The Housing Counseling System (HCS) Instructions (Pg. 11) provides instructions on manual submission.

  • HCAs that do not transmit their Form HUD-9902 report by the due date may jeopardize their agency’s status as a HUD-approved housing counseling agency. If your agency is a HUD housing counseling grantee, late reporting may affect timely processing of your agency’s grant voucher by HUD counseling grantee and may negatively affect your agency’s scores in HUD housing counseling grant competitions.

  • Please review the Housing Counseling 9902 Online Toolkit for more information on Form HUD-9902 reporting requirements. The HUD-9902 General Overview and Completing the HUD-9902 Report sections provide detailed guidance.

  • If transmission problems are encountered, please contact your HUD POC immediately.

Thank you for your continued participation in HUD’s Housing Counseling Program.

Tags: Housing Counseling Program