BoS Coordinated Entry
Coordinated Entry increases efficiency in homeless services by standardizing how people access programs and coordinating referrals. Under the HEARTH Act, HUD requires all CoCs to implement coordinated Entry. The Balance of State CoC is implementing a decentralized coordinated Entry system, with each Regional Committee selecting the model that best fits its resources and community needs.
To learn more about Coordinated Entry, review the Coordinated Entry Council materials below.
Click here if you are looking for information for SSO-CE Grantees
Coordinated Entry Written Standards
The Coordinated Entry Written Standards provide an outline for coordinated entry policy and procedures the Balance of State CoC. Download PDF
BoS Coordinated Entry Toolkit
Detailed outline of the structure, scope, and process of coordinated Entry in the BoS (24 pages). Download PDF
BoS Coordinated Entry Explainer
Introduction to coordinated Entry and overview of how it will work in the BoS (2 pages) Download PDF
Obtaining Approval for Changes to Regional Committee Plans
Many changes to CE plans Can be approved at the local Regional Committee level, but some require CEC pre-approval. This document outlines the CoC policy on who can approve changes to CE plans. Download PDF
Request CEC Approval for CE Plans
If a Regional Committee would like to make changes to their CE plan that requires CEC approval (see policy above), please complete this form and the CEC will review at their next meeting. Link to Online Form
HART Paper Form & Fillable PDF
Additional Coordinated Entry Materials
HMIS Guides in HMIS@NCCEH ZenGuide
Front Door Data Entry Training Recording
Prevention and Diversion Screen
Prevention and Diversion Screen Document
Prevention and Diversion Screen Online Training
Case Management Tool
Coordinated Entry Annual Evaluation Materials
Coordinated Entry Evaluation Directions
- For emergency shelters/street outreach
- For permanent housing programs
Housed Consumer Survey: Provide to clients who entered rapid rehousing or permanent supportive housing in the last year.
- Paper form for download
- Electronic form
- Directions for distributing surveys to clients in rapid rehousing/PSH
CE Participating Provider Survey: For all providers participating in the local CE system
- Electronic form
Sheltered/Unsheltered Survey: Provide to clients who are living unsheltered or in an emergency shelter
- Sheltered form for download
- Unsheltered form for download
- Sheltered electronic form
- Unsheltered electronic form
Regional Committees implementing Coordinated Entry are required to report on outcomes quarterly. Outcomes are due to the Balance of State Coordinated Entry Council (CEC) on April 15th, July 15th, October 15th, and January 15th. Each report should include information pertaining to the previous 3 months.
CE Outcome Resources
Recorded training on the CE Outcome Form, Tally Sheet and Outcome Report (43 minutes)
There is not an SSO-CE RFP available at this time. Please find a sample SSO-CE RFP below:
Download the Request for Proposals
Download the New SSO-CE Project Application
Download the Renewal SSO-CE Project Application
Download the Budget Spreadsheet
Each Regional Committee will submit a plan detailing the local coordinated Entry system. Plans are reviewed by NC BoS staff for threshold requirements and then submitted to the Coordinated Entry Council (CEC) for in-depth Entry.
CE Prioritization List Template
Sample MOU Template (Word doc)
Planning Webinars
The CEC is a standing committee of the NC BoS Steering Committee to advise and offer technical assistance on issues related to coordinated Entry. The CEC is composed of Regional Coordinated Entry Leads and statewide experts.
Statewide Representatives
- Angela Harper King, DHHS- Community Mental Health Section
- Fredrika Murrill, NC Housing Finance Agency
- Cassandra Rowe, NC Coalition Against Domestic Violence
Regional Coordinated Entry Leads
- Region 1: Gretta Worley, HERE in Jackson County
- Region 2: Audrey Dooley, Thrive Inc
- Region 3: Chasity Houck, Western Piedmont Council of Governments
- Region 4: Michele Knapp, Diakonos Inc dba Fifth Street Ministries
- Region 5: Erin Gaskin, Partners Health Management
- Region 6: NC Coalition to End Homelessness
- Region 7: Priscilla Ward, Johnston-Lee-Harnett Community Action
- Region 8: Priscilla Ward, Johnston-Lee-Harnett Community Action
- Region 9: Trillium Health Resources
- Region 10: Trillium Health Resources
- Region 11: Michele Welsh, Trillium Health Resources
- Region 12: Michele Welsh, Trillium Health Resources
- Region 13: Michele Welsh, Trillium Health Resources
CEC Minutes
01.22.24 - Slides
02.19.24 - Slides
03.18.24 - Slides
04.15.24 - Slides
05.20.24 - Slides
06.17.24 - Slides
07.15.24 - Slides
Watch the webinar on how to enter data in the Coordinated Entry Project in HMIS.
Download Coordinated Entry HMIS Guidebook.
Download the Coordinated Entry By-Name List Report Guidebook
Download the Guide to B005 Unsheltered Contact Information Report
Unsheltered Access Coordinator Trainings & Webinars
Unsheltered Access Coordinator Training from June 6, 2024
Unsheltered Access Documents
Privacy Documents
Privacy Options 1 pager for staff and clients
Data Collection
Project Start Street Outreach (full intake)
First Contact form for Unsheltered Outreach
- Tag(s): bos coordinated entry