How to Add the Latest HUD Activity Type to HomeKeeper
Learn How to Add the Latest NOFA to HomeKeeper
Below you'll find step-by-step instructions for adding the latest NOFA to HomeKeeper under the “Activity Type” field, as well as the Custom Settings as an "Acceptable HUD 9902 Activity Type" which allows for the submission of that NOFA to HCS
NOTE: This article is related to using HomeKeeper to report to HUD, which is an add-on feature set for HomeKeeper. If your program is interested in using HomeKeeper to report housing counseling to HUD, contact HomeKeeper support for pricing/setup information.
Step One: Add the new value in HomeKeeper App Settings
From the App Launcher, search for "HomeKeeper App Settings," and select, "HomeKeeper Housing Counseling Settings"
Note the values in “Acceptable HUD Activity Type.” Add the latest year's value using the naming convention.
For example, to add 2024, add the text in bold: "NOFA 2024-1 COMP;NOFA 2023-1 COMP;Activities for All Counseling and Education"
Optional: Remove text for years where the HUD grants have been closed out (so old values can not accidentally be reported to HUD).
WARNING: Do NOT remove the "Activities for All Counseling and Education" value from your Custom Settings. This will prevent you from submitting your 9902.
Step Two: Add the new value to the HUD Activity Type picklist on Group Session
Add a picklist value for the new year (i.e."NOFA 2024-1 COMP") to the HUD Activity Type picklist field on the Group Session object
See How to Change Picklist Values
Optional: remove a picklist value for years where HUD grants have been closed out (so old values can not accidentally be reported to HUD).
Step Three: Add the new value to the HUD Activity Type picklist on Counseling/Education
Add a picklist value for the new year (i.e."NOFA 2024-1 COMP") to the HUD Activity Type picklist field on Counseling/Education.
Counseling/Education has two types, so be sure to add the value for both the types you use.
Optional: remove a picklist value for years where HUD grants have been closed out (so old values can not accidentally be reported to HUD).
If you need to update the field Activity Type for your ongoing 1-1 Counseling/Education, try creating a list view to mass update multiple Counseling/Education records. Here's a short video showing how to mass update Activity Type, after the new value has been added using below steps.
Frequently Asked Questions
-
What if the NOFA grant has not yet been announced?
Choose "Non HUD Funded Activity" for the Activity Type field. -
What if I do not receive grants from HUD?
Use the picklist value "Non HUD Funded Activity" (may be set as default during HomeKeeper setup of Housing Counseling features. Contact support@myhomekeeper.org for help setting up default values. -
What do I enter for HUD Comprehensive NOFA?
Released each year, the format remains the same and the year changes. For 2024 awards, it would be "NOFA 2024-1 COMP" -
What about the new HUD Homeownership Initiative NOFA?
Released in 2023, HUD is now accepting these 9902 reports with a new activity type. These get entered as: NOFA 2023-1 HI
Salesforce Classic Instructions
Add the new value in Setup > Custom Settings > Housing Counseling
Save time: In HomeKeeper 2.5 or later, you can update "Acceptable 9902 HUD Activity Types" by navigating to the HomeKeeper App Settings page.
Watch a video of how to update Custom Settings: https://www.screencast.com/t/czK3jf7f
Navigate to Setup (1). Find Custom Settings (2&3). Select "HomeKeeper Housing Counseling Settings from the list. Then, click "Manage" (4).
Select Edit to update the values.
Note the values in Acceptable HUD Activity Type. Add the latest year's value using the naming convention.
For example, to add 2023, add the text in bold: "NOFA 2023-1 COMP;NOFA 2022-1 COMP;Activities for All Counseling and Education"
Optional: Remove text for years where the HUD grants have been closed out (so old values can not accidentally be reported to HUD).
Add the new value to the HUD Activity Type picklist on Group Session
Add a picklist value for the new year (i.e."NOFA 2023-1 COMP") to the HUD Activity Type picklist field on the Group Session object
See How to Change Picklist Values
Optional: remove a picklist value for years where HUD grants have been closed out (so old values can not accidentally be reported to HUD).
Add the new value to the HUD Activity Type picklist on Counseling/Education
Add a picklist value for the new year (i.e."NOFA 2023-1 COMP") to the HUD Activity Type picklist field on Counseling/Education.
Counseling/Education has two types, so be sure to add the value for both the types you use.
Optional: remove a picklist value for years where HUD grants have been closed out (so old values can not accidentally be reported to HUD).
