Please call 2-1-1 for information and services on homelessness near you.

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.

2021 Sacramento Emergency Housing Vouchers (EHVs)

On behalf of Sacramento Housing and Redevelopment Agency (SHRA) and Sacramento Steps Forward (SSF), please access EHVs materials, trainings, Zoom office hours, and more on the EHVs webpage.

HMIS Open Office Hours on ZOOM 

Please join HMIS office hours if you have any questions or need assistance. For 1:1 meeting requests, please contact Brandi Thomas. For additional information, please review the BitFocus website.

Every Thursday 1:00 PM – 2:00 PM

HMIS Open Office Zoom Link | Meeting ID: 821 6854 7133 | Passcode: 120041

I want to . . .

Add a New HMIS User

No live HMIS trainings are currently scheduled, training videos are available through the links below and can be viewed at any time. To add a new HMIS user, please follow these steps:

Step 1: Complete Online HMIS Registration Form (supervisors)

Step 2:  Complete New User Account Request Form and email to (supervisors and/or HR)

Step 3:  Complete HMIS New User Agreement and email to (new staff and supervisors)

Step 4:  Complete VI-SPDAT User Agreement, if staff will need to conduct the VI-SPDAT or any other assessment in HMIS including the EHV assessment, and email to (new staff and supervisors) 

(Please note you will have to have completed & passed the VI-SPDAT section at the bottom of Part 1, the Multiple Choice quiz, too)

Step 5:  Watch training videos pertinent to your needed Access Role, see video links below (new staff)

Step 6:  Read HMIS Privacy & Security Plan (new staff)

Step 7:  Read HMIS Data Quality Plan (new staff)

Step 8:  Complete and PASS Part 1 of the HMIS Certification Quiz

Step 9:  CURRENTLY NOT REQUIRED – Complete and PASS Part 2 of the HMIS Certification Quiz 


HMIS Training Video Links

         HMIS New User Training 

         VI-SPDAT Training


If you have any questions or no longer need access, please contact us at


Set up a new Agency in HMIS

Request to Add New Agency to HMIS

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

Request to Add or Change a Sacramento CoC Project to HMISGoogle form is currently not working, please use this Word Document HERE and email it to
Request to Add or Change a Yolo CoC Project to HMIS
Request to Add or Change HMIS Housing Inventory – Sacramento CoC
Request to Add or Change HMIS Housing Inventory – Yolo CoC

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

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)
Self-Certification Form (SSF)
Chronic Homelessness Certification Form (SSF)
Homelessness Certification Form (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

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)

Sacramento Group Enrollment Paper Form Word PDF
Sacramento Current Living Situation Paper Form Word PDF

Conduct an assessment

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

Care Transitions

Care Transition Data Sheet  (form) (submit)

HUD Reporting

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