Resources

Coordinated Entry Toolkit: Framework

Toolkits  |  April 10, 2017

Per the U.S Department of Housing and Urban Development’s (HUD) Continuum of Care (CoC) Program interim rule, each CoC is required to implement a coordinated entry system that covers the geographic area of their CoC. The purpose of this toolkit is to provide CoCs with a wide array of examples of coordinated entry documents, tools , nd products that have been created by communities from across the country. These community-developed documents are compiled to reflect the various stages of coordinated entry implementation, design, and management approaches. Not all documents will be applicable to every CoC.

These community-developed documents are compiled to reflect the various stages of coordinated entry implementation, design, and management approaches. Not all documents will be applicable to every CoC. Please keep in mind that these are community developed resources, and are not official HUD guidance or resources and have not been vetted by the National Alliance to End Homelessness Center for Capacity Building to assure consistency with HUD’s Coordinated Entry Notice. 

TOOLKIT:

This section of the toolkit provides sample documents on the following topics: the Background, Purpose, and Benefits of Coordinated Entry, as well as Planning Coordinated Entry Using a System Approach. Within each topic of this section of the toolkit, communities will share how and why they have designed their coordinated entry system. Resources include local frequently asked questions (FAQs) on coordinated entry, training, operations manuals, and links to HUD resources on coordinated entry, such as the Coordinated Entry Notice and Coordinated Entry Guidebook.

These sample resources are organized by each chapter topic in HUD’s Coordinated Entry Guidebook, and present examples from large, urban communities, as well as suburban and rural CoCs. This Coordinated Entry Resources Toolkit should provide you with ideas and examples from peers that can help bolster your local coordinated entry planning and operations.

Background, Purpose and Benefits of Coordinated Entry

Coordinated Entry Notice
HUD, January 2017  

The Coordinated Entry Notice expands on the key concepts, definitions, and requirements for coordinated entry that were first identified in the CE Policy Brief.  The Notice is a type of HUD regulation, and therefore the requirements described in the Notice are items that CoCs must work to have in place.

Coordinated Entry Policy Brief
HUD, February 2015                           

This policy brief summarizes HUD’s views on goals for the coordinated entry process. This brief does not establish requirements for Continuums of Care (CoCs), but rather is meant to inform local efforts to further develop CoCs’ coordinated entry processes.

CoC Program interim rule
HUD, July 2012

The CoC Program interim rule codifies into regulation the requirements and expectations that HUD has for the homeless assistance projects that it funds through the CoC Program.  Included in the interim rule is a definition of coordinated assessment/centralized intake (now referred to as “coordinated entry”).

Coordinated Assessment 101: Understanding the Basics
Alliance, February 2013          

This training covers the fundamental requirements on coordinated entry, per the CoC Program interim rule.  The training also presents distinct models of implementation and includes presentations from providers who have experience with coordinated entry.

SNAPS Weekly Focus: Why Coordinated Assessment is Critical to Ending Homelessness Locally
HUD, July 2013

This message from HUD SNAPS leadership provides a brief description of why HUD is focused on ensuring CoCs have implemented coordinated assessment systems.  Communities can use this document to reinforce key HUD messages on the definition and application of coordinated entry.

Continuum of Care’s Coordinated Assessment System
HUD, September 2013           

This presentation provides an overview of the coordinated entry system requirement under the CoC Program interim rule. The presentation explains the intent and details associated with this responsibility.

Southern Nevada Coordinated Intake FAQs
Las Vegas, NV

This document provides responses to frequently asked questions of providers participating in the Las Vegas, NV CoC’s coordinated entry system and those with general inquiries about how the system works.

Charlotte Mecklenburg CA Information Sheet
Charlotte, NC              

This document provides an overview of the Charlotte, NC CoC’s coordinated entry system.

Houston/Harris County CoC Coordinated Entry System Presentation
Houston, TX

This presentation provides an overview of the Houston/Harris County CoC’s coordinated entry system.

Coordinated Access Fact Sheet
Houston, TX, October 2016

This document provides a brief overview of the Houston/Harris County CoC’s coordinated entry system.

Connecticut Coordinated Access Background and Map
State of Connecticut

This presentation provides an overview of the CT Coordinated Access Networks (CANs).

Matrix of Community Coordinated Entry Models
Focus Strategies, December 2014  

This matrix provides a snapshot of eight unique implementations of coordinated entry systems.  Information is provided on the access, assessment and prioritization processes for each community, as well as an overview of the relative strengths and challenges with each implementation.

Planning Coordinated Entry Using a System Approach

Las Vegas: Coordinated Intake Presentation
Las Vegas, NV, September 2015       

This presentation outlines the state of homelessness in Nevada and plans to pilot a Coordinated Intake approach throughout the state.

Shelter Matrices
Milwaukee, WI, December 2015

These sample matrices were developed by the Milwaukee CoC with the intention of mapping out visually the various barriers inherent in current emergency shelters prior to the coordinated entry system.  This can be the first step in identifying the barriers that must be removed in various programs in order for CE to succeed.

Northeast Florida Continuum of Care Written Standards of Operating Policies & Procedures
Jacksonville, FL

These sample written standards for the Jacksonville CoC define each housing and services type.

Coordinated Intake Provider Tool Planning Coordinated Entry Using a System Approach
Las Vegas, NV

This two-page document succinctly summarizes the providers’ responsibilities for the Las Vegas CoC’s coordinated entry system.

Southern Nevada CoC Coordinated Intake Process for Households without Children
Las Vegas, NV

This document explains in detail the Coordinated Intake Process for the Las Vegas CoC including intake, assessment and prioritization processes.

Milwaukee CoC Coordinated Entry System Manual
Milwaukee, WI, September 2016

This draft Coordinated Entry System Manual provides a wealth of information on all aspects of Milwaukee’s CE system including key design decisions, system model, job descriptions, budget projections, implementation timeline and initial screening tool.

Final CA Customer Satisfaction Survey
Charlotte, NC

This is a brief survey that the Charlotte CoC completes with clients who are served via their coordinated entry system.

CAS DOPS Training
Dallas, TX, December 2015

This PowerPoint Training was used to educate the Dallas CoC membership and other participants in the CE system on the framework of the Coordinated Entry System, including prioritization, documentation, and assessment.

Coordinated Access System Operations
Houston, TX, September 2015

This document is a sample policy and procedures manual for the Houston CoC’s coordinated entry system.

Coordinated Assessment and Housing Placement Policy and Procedures Manual
Washington, D.C.

This document provides the policies and procedures of the Washington D.C. CoC’s coordinated entry system, which includes details on assessment, release of information, training, housing navigation, and housing matching prioritization process.

Action Camp Presentation
Los Angeles, CA, August 2015

This presentation is from an action camp held in Los Angeles to strategize and plan for their second year of implementing the CoC’s coordinated entry system.

Orange County Coordinated Assessment – Centralized Intake System for Homeless Services and Housing
Focus Strategies, February 2015

This report provides an analysis and set of recommendations for improvements to the Orange County CoC’s implementation of coordinated entry system. Analysis includes a review of the community’s current crisis response system.

A Coordinated Entry System for Los Angeles: Lessons from Early Implementation
Abt Associates, Inc., May 2015

This report presents key lessons learned from the initial implementation of the Los Angeles CoC’s coordinated entry system.   Communities, particularly those with large and nuanced geographies, are encouraged to use this report to identify how they can enhance their local planning efforts.

West Virginia Balance of State CoC’s Program Standards for Coordinated Access
West Virginia Coalition to End Homelessness

The West Virginia Coalition to End Homelessness (WVCEH) developed a set of written standards to guide the local implementation of coordinated entry.  The standards define key terms for their coordinated entry system and describe their access, assessment and prioritization processes.

Coordinated Assessment Checklist
Alliance, March 2012

This checklist is meant to help communities conceptualize what issues they should begin considering early on in the coordinated assessment planning process. It also offers a timeline within which these actions might take place, though this timeline will vary by community.

Homeless System Evaluator Tool
Alliance, February 2014

This tool is designed to help communities determine how well they are preventing and ending homelessness based on data from their system. The tool helps determine whether a community’s homeless assistance system moves people into permanent housing quickly, helps people remain in housing, and generates these and other positive outcomes cost-effectively.

Coordinated Entry and Systems Change
Alliance, September 2015     

This webinar provides an overview of coordinated entry, as well as the critical components: access, diversion, assessment and prioritization, and referral. This webinar is meant for communities just getting started with coordinated entry, as well as those working to improve existing strategies.

Coordinated Assessment: The Advanced Class
Abt Associates, Inc., July 2013

This training is meant to address the barriers that communities may face when they are farther along in the planning and implementation phases of coordinated entry.

Strengthening the Shasta County Homeless Response System
HomeBase, September 2015 

This report outlines several recommendations specific to the Shasta County, CA community, as they consider the best methods to implement their coordinated entry system.  Communities are encouraged to review this report and identify how the process for identifying recommendations can be integrated into their own local planning process.

Assessment & Referral Manual
Dayton, OH, January 2016

The Dayton CoC developed a set of written policies and procedures to guide the implementation of their local coordinated entry system.

Community Shelter Board HEARTH Operating Policies
Columbus, OH

The Columbus CoC developed a set of written policies and procedures to guide the implementation and administration of all local projects, including their coordinated entry system efforts.

Learn More about HUD’s Coordinated Entry Requirements

Read HUD’s Coordinated Entry Guidebook

Ask HUD a Question about Coordinated Entry

Submit a question HUD

This section of the toolkit provides sample documents on the following topics: the Background, Purpose, and Benefits of Coordinated Entry, as well as Planning Coordinated Entry Using a System Approach. Within each topic of this section of the toolkit, communities will share how and why they have designed their coordinated entry system. Resources include local frequently asked questions (FAQs) on coordinated entry, training, operations manuals, and links to HUD resources on coordinated entry, such as the Coordinated Entry Notice and Coordinated Entry Guidebook.

These sample resources are organized by each chapter topic in HUD’s Coordinated Entry Guidebook, and present examples from large, urban communities, as well as suburban and rural CoCs. This Coordinated Entry Resources Toolkit should provide you with ideas and examples from peers that can help bolster your local coordinated entry planning and operations.

Background, Purpose and Benefits of Coordinated Entry

Coordinated Entry Notice
HUD, January 2017  

The Coordinated Entry Notice expands on the key concepts, definitions, and requirements for coordinated entry that were first identified in the CE Policy Brief.  The Notice is a type of HUD regulation, and therefore the requirements described in the Notice are items that CoCs must work to have in place.

Coordinated Entry Policy Brief
HUD, February 2015                           

This policy brief summarizes HUD’s views on goals for the coordinated entry process. This brief does not establish requirements for Continuums of Care (CoCs), but rather is meant to inform local efforts to further develop CoCs’ coordinated entry processes.

CoC Program interim rule
HUD, July 2012

The CoC Program interim rule codifies into regulation the requirements and expectations that HUD has for the homeless assistance projects that it funds through the CoC Program.  Included in the interim rule is a definition of coordinated assessment/centralized intake (now referred to as “coordinated entry”).

Coordinated Assessment 101: Understanding the Basics
Alliance, February 2013          

This training covers the fundamental requirements on coordinated entry, per the CoC Program interim rule.  The training also presents distinct models of implementation and includes presentations from providers who have experience with coordinated entry.

SNAPS Weekly Focus: Why Coordinated Assessment is Critical to Ending Homelessness Locally
HUD, July 2013

This message from HUD SNAPS leadership provides a brief description of why HUD is focused on ensuring CoCs have implemented coordinated assessment systems.  Communities can use this document to reinforce key HUD messages on the definition and application of coordinated entry.

Continuum of Care’s Coordinated Assessment System
HUD, September 2013           

This presentation provides an overview of the coordinated entry system requirement under the CoC Program interim rule. The presentation explains the intent and details associated with this responsibility.

Southern Nevada Coordinated Intake FAQs
Las Vegas, NV

This document provides responses to frequently asked questions of providers participating in the Las Vegas, NV CoC’s coordinated entry system and those with general inquiries about how the system works.

Charlotte Mecklenburg CA Information Sheet
Charlotte, NC              

This document provides an overview of the Charlotte, NC CoC’s coordinated entry system.

Houston/Harris County CoC Coordinated Entry System Presentation
Houston, TX

This presentation provides an overview of the Houston/Harris County CoC’s coordinated entry system.

Coordinated Access Fact Sheet
Houston, TX, October 2016

This document provides a brief overview of the Houston/Harris County CoC’s coordinated entry system.

Connecticut Coordinated Access Background and Map
State of Connecticut

This presentation provides an overview of the CT Coordinated Access Networks (CANs).

Matrix of Community Coordinated Entry Models
Focus Strategies, December 2014  

This matrix provides a snapshot of eight unique implementations of coordinated entry systems.  Information is provided on the access, assessment and prioritization processes for each community, as well as an overview of the relative strengths and challenges with each implementation.

Planning Coordinated Entry Using a System Approach

Las Vegas: Coordinated Intake Presentation
Las Vegas, NV, September 2015       

This presentation outlines the state of homelessness in Nevada and plans to pilot a Coordinated Intake approach throughout the state.

Shelter Matrices
Milwaukee, WI, December 2015

These sample matrices were developed by the Milwaukee CoC with the intention of mapping out visually the various barriers inherent in current emergency shelters prior to the coordinated entry system.  This can be the first step in identifying the barriers that must be removed in various programs in order for CE to succeed.

Northeast Florida Continuum of Care Written Standards of Operating Policies & Procedures
Jacksonville, FL

These sample written standards for the Jacksonville CoC define each housing and services type.

Coordinated Intake Provider Tool Planning Coordinated Entry Using a System Approach
Las Vegas, NV

This two-page document succinctly summarizes the providers’ responsibilities for the Las Vegas CoC’s coordinated entry system.

Southern Nevada CoC Coordinated Intake Process for Households without Children
Las Vegas, NV

This document explains in detail the Coordinated Intake Process for the Las Vegas CoC including intake, assessment and prioritization processes.

Milwaukee CoC Coordinated Entry System Manual
Milwaukee, WI, September 2016

This draft Coordinated Entry System Manual provides a wealth of information on all aspects of Milwaukee’s CE system including key design decisions, system model, job descriptions, budget projections, implementation timeline and initial screening tool.

Final CA Customer Satisfaction Survey
Charlotte, NC

This is a brief survey that the Charlotte CoC completes with clients who are served via their coordinated entry system.

CAS DOPS Training
Dallas, TX, December 2015

This PowerPoint Training was used to educate the Dallas CoC membership and other participants in the CE system on the framework of the Coordinated Entry System, including prioritization, documentation, and assessment.

Coordinated Access System Operations
Houston, TX, September 2015

This document is a sample policy and procedures manual for the Houston CoC’s coordinated entry system.

Coordinated Assessment and Housing Placement Policy and Procedures Manual
Washington, D.C.

This document provides the policies and procedures of the Washington D.C. CoC’s coordinated entry system, which includes details on assessment, release of information, training, housing navigation, and housing matching prioritization process.

Action Camp Presentation
Los Angeles, CA, August 2015

This presentation is from an action camp held in Los Angeles to strategize and plan for their second year of implementing the CoC’s coordinated entry system.

Orange County Coordinated Assessment – Centralized Intake System for Homeless Services and Housing
Focus Strategies, February 2015

This report provides an analysis and set of recommendations for improvements to the Orange County CoC’s implementation of coordinated entry system. Analysis includes a review of the community’s current crisis response system.

A Coordinated Entry System for Los Angeles: Lessons from Early Implementation
Abt Associates, Inc., May 2015

This report presents key lessons learned from the initial implementation of the Los Angeles CoC’s coordinated entry system.   Communities, particularly those with large and nuanced geographies, are encouraged to use this report to identify how they can enhance their local planning efforts.

West Virginia Balance of State CoC’s Program Standards for Coordinated Access
West Virginia Coalition to End Homelessness

The West Virginia Coalition to End Homelessness (WVCEH) developed a set of written standards to guide the local implementation of coordinated entry.  The standards define key terms for their coordinated entry system and describe their access, assessment and prioritization processes.

Coordinated Assessment Checklist
Alliance, March 2012

This checklist is meant to help communities conceptualize what issues they should begin considering early on in the coordinated assessment planning process. It also offers a timeline within which these actions might take place, though this timeline will vary by community.

Homeless System Evaluator Tool
Alliance, February 2014

This tool is designed to help communities determine how well they are preventing and ending homelessness based on data from their system. The tool helps determine whether a community’s homeless assistance system moves people into permanent housing quickly, helps people remain in housing, and generates these and other positive outcomes cost-effectively.

Coordinated Entry and Systems Change
Alliance, September 2015     

This webinar provides an overview of coordinated entry, as well as the critical components: access, diversion, assessment and prioritization, and referral. This webinar is meant for communities just getting started with coordinated entry, as well as those working to improve existing strategies.

Coordinated Assessment: The Advanced Class
Abt Associates, Inc., July 2013

This training is meant to address the barriers that communities may face when they are farther along in the planning and implementation phases of coordinated entry.

Strengthening the Shasta County Homeless Response System
HomeBase, September 2015 

This report outlines several recommendations specific to the Shasta County, CA community, as they consider the best methods to implement their coordinated entry system.  Communities are encouraged to review this report and identify how the process for identifying recommendations can be integrated into their own local planning process.

Assessment & Referral Manual
Dayton, OH, January 2016

The Dayton CoC developed a set of written policies and procedures to guide the implementation of their local coordinated entry system.

Community Shelter Board HEARTH Operating Policies
Columbus, OH

The Columbus CoC developed a set of written policies and procedures to guide the implementation and administration of all local projects, including their coordinated entry system efforts.

Learn More about HUD’s Coordinated Entry Requirements

Read HUD’s Coordinated Entry Guidebook

Ask HUD a Question about Coordinated Entry

Submit a question HUD