Helpful Materials

Sacramento Steps Forward has comprised a library of helpful materials for service providers that are available for download. If you need assistance or have a question please send us an email and one of our staff will reply.

Care Transitions

Care Transition Data Sheet  (form) (submit)

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I want to …

Help get my client document-ready:

Housing Documents Checklist 

Obtain Identification

Birth Certificate Application (California)
Social Security Card Application
California Identification Card Application

Establish history of homelessness &/or disabling condition

Disability Certification (SSF)
Homelessness History Mapping Tool (SSF)
Third Party Homelessness History Verification (SSF)

Enter my client into HMIS:

Educate my client about their privacy rights

Sacramento HMIS Consumers Informed Consent & Release of Information (ROI)
Yolo (HPAC) HMIS Consumers Informed Consent & Release of Information (ROI)
HMIS Consumer Notice (non-HUD funded)
HMIS Consumer Notice (HUD funded)
HMIS Privacy Statement (non-HUD funded)
HMIS Privacy Statement (HUD funded)
Sacramento & Yolo County Agencies Participating in HMIS
Request to Revoke HMIS Consent
Guide to running ROI Status Reports in HMIS

Capture Gender & Orientation information for my client

Gender and Orientation Definitions (Sac LGBT Center)
HMIS Identities Quick Guide

Enroll my client into an HMIS program (basic/paper version)

Adult Assessment Form – CoC/ESG Programs
Adult Exit Form – CoC/ESG Programs
Adult Intake Form – CoC/ESG Programs
Child Assessment Form – CoC/ESG Programs
Child Exit Form – CoC/ESG Programs
Child Intake Form – CoC/ESG Programs

** New **
PDF Household Intake Form (Pilot) – CoC/ESG Programs
Word Doc Household Intake Form (Pilot) – CoC/ESG Programs

Conduct an assessment

Sacramento VI-SPDAT Coordinated Entry Client Consent Form
Yolo VI-SPDAT Coordinated Entry Client Consent Form

Set up a new program or users for my agency already participating in HMIS

Request to Add New Agency/Program to HMIS

To register for next HMIS training, please register here as well as submit the following forms:
HMIS New User Account Request Form
HMIS New User Agreement
VI-SPDAT User Agreement (if conducting assessments)

Review requirements to participate in HMIS:

HMIS Privacy Security Plan
Inter Agency HMIS Data Sharing Agreement
Partner Agency Agreement
Sacramento Data Quality Plan

Review HMIS Data Entry Standards & Training

HMIS Frequently Asked Questions
Glossary of HMIS Definitions & Acronyms
HMIS Data Dictionary
HMIS Data Standards Manual

Training Materials

HMIS Exit Destination Guidance (Revised 05.25.16)
Reminder Checklist RRH/ESG
Reminder Checklist VI-SPDAT
HMIS Training Manual
VI-SPDAT Training Manual
VI-SPDAT Flowchart
Working With the Referrals Tab

HUD Reporting

e-snaps CoC APR Guidebook for CoC Grant-Funded Programs