Service Tracking Data Collection

Pre-Purchase Homeownership Counseling Demonstration and Impact Evaluation

Appendix G. Service Tracking Data Collection 8.17.12

Counseling agencies' study related activities

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Appendix G: Counseling Agency Service Tracking Data Collection


HUD’s Pre-Purchase Homeownership Counseling Demonstration and Impact Evaluation

Counseling Agency Service Tracking Data Collection


  1. Questions on Counseling and Education Initiation and Completion (Questions apply to both in-person and remote counseling interventions)

  1. Study participant’s name

  2. Study participant’s address

  3. Study participant’s telephone number

  4. Study participant’s email

  5. Study participant’s date of birth

  6. Date of study participant referral to counseling agency

  7. Was any outreach needed for this participant? When and how?

  8. Date first contact with counseling agency

    • Mode: email, telephone, in-person

  1. Date of first education session (workshop education or online education)

    1. Date of registration or log-in into the online education system

  2. Percent of educational curriculum completed (educational workshop/group or online education) (# modules completed/# modules)

  3. Date of last education session (workshop education or online education)

  4. Total number of educational sessions (online or group education/workshop)

  5. Date of first counseling session (telephone or in-person)

  6. Date of last counseling session (telephone or in-person)

  7. Date completed intervention (study participant would have to complete both components in the specified intervention for this field to be complete)

  8. Total number of counseling sessions (telephone or one-on-one counseling)

(The following questions only apply to the remote counseling intervention.)

  1. Number of times study participant signs into online education system to complete all pre-purchase modules

  2. Pass or fail status for online education tests

  3. Overall score of online education module

  4. Completion status of online education



  1. Specific questions regarding each counseling or education session

  1. Type of session:

    1. In-person one-on-one counseling

    2. Group education/workshop

    3. Telephone counseling

    4. On-line chat counseling/education

    5. Other: Specify



  1. Date of session



  1. If group education/workshop, how many people participated in the group as a whole?



  1. For in-person one-on-one counseling or group education/workshop, how many household members attended?



  1. How long did the counseling or education session last? (record in minutes)



  1. Topics covered during session (check all that apply)

    1. Initial home search

    2. Continuing home purchase process

    3. Mortgage options

    4. Mortgage pre-qualification process

    5. Shopping for a mortgage with lenders

    6. Real estate lawyers or brokers

    7. Predatory lending

    8. Financial assistance

    9. Budgeting and financial planning

    10. Affordability of a home purchase

    11. Understanding credit

    12. Creating a savings plan

    13. Preventing mortgage delinquency

    14. Home maintenance

    15. Housing rehab

    16. Energy efficiency

    17. Credit repair

    18. Home inspections

    19. Home insurance

    20. Property taxes

    21. Foreclosure

    22. Other: Specify



  1. Who led this counseling or education session?

    1. Name

    2. Position

    3. Agency




  1. Did the counselor recommend any of the following action steps to the client?

Action Step

Yes

No

Prepare a household budget



Review their credit report



Take steps to repair their credit



Begin saving toward amount needed to purchase a home



Follow a debt management or other type of financial plan



Begin the housing search process



Other (please specify) ___________________






  1. Please explain the outcomes and recommendations of the counseling/education session.





Pre-Purchase Homeownership Counseling Demonstration and Impact Evaluationpg. 5

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