Coordinated Entry System Training for Direct Service Staff

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This page is designed to provide more in-depth training on the Coordinated Entry System (CES) to staff members and agencies who are directly working with individuals being referred to the CES. This can include street outreach workers, housing providers, or other agency staff who work for agencies that serve individuals or families experiencing literal homelessness. Literal homelessness within the CES is defined by the Department of Housing & Urban Development (HUD) as:

  • For Individuals and Families (Single Adults 25+ years and Families with at least one minor child): lacks a fixed, regular, and adequate nighttime residence, meaning: (i) Has a primary nighttime residence that is a public or private place not meant for human habitation; (ii) Is living in a publicly or privately operated shelter designated to provide temporary living arrangements (including congregate shelters, transitional housing, and hotels and motels paid for by charitable organizations or by federal, state and local government programs); or (iii) Is exiting an institution where they have resided for 90 days or less and who resided in an emergency shelter or place not meant for human habitation immediately before entering that institution.

  • For Youth 18-24 years of age: Along with meeting the criteria outlined for Individuals and Families, Youth can also qualify for literal homelessness if they are couch surfing and staying with someone temporarily/unstably.  

  • Persons that are experiencing homelessness due to fleeing domestic violence also meet the qualifications of literally homeless outlined by HUD per the Violence Against Women Act (VAWA) regulations.

Additional homeless definitions set by HUD can also be found by clicking here.


New Staff/Participants - Coordinated Entry Training Webinars

The two webinars found below must both be watched in full by all new staff that work within the CES.  The CE Training Part 1 will educate staff on CES assessment processes, how people are prioritized for services, types of housing programs within the CoC, and a brief overview of the data management system used in CES.  The CE Training Part 2 will train staff on more in-depth aspects of the CES including how to administer an assessment, documentation requirements for CoC funded programs, and the By-Name List.  

Coordinated Entry Training Part 1 

Coordinated Entry Training Part 2/VI-SPDAT Assessment Training

When you have completed the CE Training Part 2/VI-SPDAT Assessment Training, please click here to access a short quiz.  Once the quiz has been passed, CoC Lead Agency staff will follow up to let individuals know if they passed the assessment and if any additional follow-up or paperwork is needed.  This helps to ensure that all agency staff that participate in CE are properly trained and understand the rules and regulations surrounding CE prior to engaging with clients.


New and Returning Staff/Participants - Training on Updates to the Coordinated Entry Manual 

Per HUD regulations, all staff that participate in CE must be trained annually on new local and federal changes and updates that have been made to Coordinated Entry.  Annually, the CE Manual will be reviewed by the Governing Council and CoC Lead Agency staff, with community input gathered as needed, to ensure that all policies are up to date based on HUD guidance and local preferences.  Any updates that are needed will be made to the individual policies, and will be compiled and distributed to all staff who participate in CE. A training webinar, found below, will be updated at minimum on an annual basis with information on CE updates and changes and refresher course items.  These refresher course items may include, but are not limited to: Domestic Violence CE training, in depth explanations of documentation requirements, CE technicalities, and any additional challenging areas that have been identified as needing more thorough explanations by staff within the CE. 

Coordinated Entry Training Part 3/Refresher Training

Overview of Updates to CE Manual Handout

When you have completed the CE Training Part 3/Refresher Training, please click here to take a brief quiz and to record that you completed this training.  


Forms and Documentation

Verification Forms

VI-SPDAT Assessments

CE HMIS References for Agencies - By-Name List - Individuals

Training for Completing HUD Documentation

VOH Training (Please note, you will have to make a HUD Exchange account to access the training webinar)