PSH Navigator Guides

PSH Navigator Guides

Below are the most up to date versions of all forms for Navigators helping connect participants to PSH.


PSH Eligibility Verification GuideDocument to help the Navigator understand the definition of Chronic Homelessness and how it must be documented in order to meet HUD's requirements for PSH. Reviews the criteria for chronic homeless status, guidance and standards for documenting homelessness and disabilities, other supporting documents, and frequently asked questions.
HMIS ROIHMIS Release of Information - informed consent to share info in HMIS and engage with service providers
Program Entry-Intake Form AdultsProgram Entry-Intake Form Adults - gathers basic info, demographics, income, disability, health insurance, benefits, etc.
Disability Verification FormDisability Verification Form - to be completed by a medical practitioner licensed to diagnose and treat the condition for which they are certifying to
Homeless History Certification FormsHomeless History Certification Forms - Different certification forms to be completed to verify homeless episodes. Different forms are used by different providers. Each form contains directions for how to use.
Zero Income Certification FormZero Income Certification Form - to be completed by participants who have no income
CES Referral GuideHow to send referrals in HMIS once Navigator has helped participant get document ready.
Warm Handoff GuideWarm Handoff Guide with Navigation Summary Form
2020 Area Median Income Limits2020 Area Median Income limits for CoC housing programs
HUD Definition on HomelessnessHUD's guidance on how they define homelessness for the purpose of qualifying for HUD funded programs.
Making Warm Hand OffsOrgcode Blog post on how to make meaningful and effective warm hand offs from one support team to another.


PSH Program Forms


Below are the most up to date versions of all forms for PSH Program teams.


Tasks and Forms GuideTasks and Forms Guide for PSH Teams: Guide for Case Managers to plan tasks and forms needed for visits with participant. From intake to housing search, to Lease up and ongoing supports. Also provides guidance on expectations for Housing Stability Plan
Program Entry-Intake Form AdultsProgram Entry-Intake Form Adults: Intake or entry form that gathers the basic data that HMIS asks when creating an Entry/Enrollment in Service Point.
Program Entry-Intake form MinorsProgram Entry-Intake Form Minors: Intake or entry form that gathers the basic data that HMIS asks when creating an Entry/Enrollment in Service Point.
Welcome PacketPSH Welcome Packet for new participants
PSH Roles & ResponsibilitiesPSH Roles & Responsibilities
HUD VAWA DocumentViolence Against Women Act (VAWA)
Participant Acknowledgement FormParticipant Acknowledgement Form: Form where participant acknowledges that they have been oriented to the program, including a review of the Welcome Packet, Roles and Responsibility, and any other important forms and releases the Case Manager reviewed during intake.
Housing Stability Plan TemplateHousing Stability Plan Template
Housing Needs FormHousing Needs Form printable version. After CM has completed the form with participant, Info must be entered here:
Self Sufficiency MatrixSelf Sufficiency Matrix - required form to be completed initially with participant on 2nd intake meeting. This form can help guide Housing Stability Planning goals, as well as track progress over different areas. This form can be completed on paper but must be uploaded into HMIS. Complete every 3 months.
What Does My Lease SayWhat Does My Lease Say - optional tool to help break out important parts of the lease. Case Managers should review the lease with the tenant at lease signing and help them fill out this form.
Personal Guest PolicyPersonal Guest Policy - tool for tenants to create their own house rules for guests. Should be introduced as a concept before housing, completed with tenant within 2 weeks of moving in, updated as tenant feels the need to make changes.
Honest BudgetThe Honest Budget paper version - budget tool that covers all forms of income and expenses commonly reported by program participants.
Monthly Budget ExcelHonest Monthly Budget Excel Version
Rent Calculation FormRent Calculation Form - required monthly to request rent amounts from HSN. DOwnload the google sheet into excel first, complete the form, and email to
Exit Planning WorksheetExit Planning Worksheet - optional tool to help with Exit Planning with participants
No Contact Notice LetterNo Contact Notice Letter - to be used when tenant has not been seen or available for visits. Case Manager should place notice in the door frame in an envelope (with unit address only - no personal identifiers). To be used after attempts to locate at hospitals, hot spots, jails.
Housing Program Exit Notice - Agency SpecificAgency Specific Program Exit Notification Template - this letter should be used when it has been determined that the participant is being exited from from your program.
CoC PSH Program Exit NoticeCoC PSH Program Exit Notification Letter - this letter should be used when it has been determined that the participant is being exited from PSH without the option to transfer or re-apply with another PSH program at this time. Generally this is only to be used after a PSH Staffing committee has determined there are major safety issues or the participant has decided they do not want to participate with any PSH program at this time. Also to be used if a participant is over income for all programs.
Housing Program Exit Template - Final NoticeHousing Program Exit Template - Final Notice: This is a template for notifying tenants of a final decision to exit them from PSH.


Housing Case Manager Tool Box

Optional, but helpful tools for Housing Case Managers working with participants in supportive housing.
Form Description
Risk Assessment and Areas of High AcuityGuide to help Case Managers identify areas of higher risk and acuity with program participants to assist with service planning.
Quality of Life SurveyQuality of life survey
A week of meaningful activitiesA week of meaningful activities: tool to help tenants plan their day-to-day.
Risky Business - Harm Reduction Planning ToolRisky Business - A Harm Reduction Planning Tool for Case Managers to use with tenants. This is a guide for ongoing conversations and safety planning for behaviors that may be considered risky.
Crisis PlanCrisis Plan - tool to help participants plan for crisis after moving into housing
Moving On Provider GuideMoving On Provider Guide
Supportive Housing Assessment ToolSupportive Housing Assessment Tool - this assessment can be used for service planning or to evaluate a tenant's readiness to Move On.
Florida Health Care Finder siteFlorida Health Care finder: this is a site that lets you select what kind of health care service you need and then gives you all the available options in our community. Search for things like Homemaker services, ALFs, Health Clinics, etc.


Webinars and Videos

Below are a variety of webinars, trainings, and other helpful videos


Housing First: Principles into PracticeAnimated video breaking down the key principles of Housing First
SAMHSA Webinar: Outside the Box—Providing Mental Health Care to People Without ShelterSAMHSA webinar on Providing Mental Health care to people without shelter, which covers a lot of practical information for anyone working with our homeless population when there are mental health or substance use disorders present.
Lived Experience Advisory Council GuideSeven principles for leadership & inclusion
of people with lived experience
of homelessness