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Reminder: Submit 4th Quarter Form HUD-9902

December 03, 2018 Print ShareThis

For additional technical assistance, please contact your HUD 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% 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

1

October 1 - December 31

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

2

October 1 - March 31

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

3

October 1 - June 30

Due no later than July 30th*
Please include all clients reported in the quarter 2 report plus new clients served in quarter 3.

4

October 1 - September 30

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 counseling agencies transmit early the quarterly Form HUD-9902 data through their Client Management System (CMS). This will ensure that the HUD Point of Contact (POC) has time to review the data and validate the report. If there are any errors, then there is still time to correct the data by the due date. Submission delays due to system technical difficulties are more likely to be avoided when transmitting Form HUD-9902 early. If transmission problems are encountered, please contact your HUD POC immediately.

Please be aware that HCAs who 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.

For more information on Form HUD-9902 reporting requirements, please review the Housing Counseling 9902 Online Toolkit. Please contact your HUD POC for additional technical assistance or email housing.counseling@hud.gov.

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

Tags: Housing Counseling Program